STRATEGY STUDIO / PUBLIC DATA EXPLORER

LIN-CHANG FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
LIN-CHANG FAMILY FOUNDATION (EIN 20-8020006)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-07
IRS object ID
201301279349101155
Schema version
2012v2.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-07T14:40:02-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Teng Accountancy CorporationBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1360 S Kiely Blvd Suite 250AddressLine1
CitySan JoseCity
StateCAState
ZIP Code95129ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN208020006EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Lin-Chang Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLIN-NameControl
Phone4088676678Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line114825 Gypsy Hill RoadAddressLine1
CitySaratogaCity
StateCAState
ZIP Code95070ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameChih-Chang LinName
TitleDirectorTitle
Date Signed2013-05-06DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameHong-Sheng Teng CPAName
PTINP01378544PTIN
Phone4085578200Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY25414FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm1InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss514DividendsRevAndExpnss
Dividends Net Invst Incm514DividendsNetInvstIncm
Dividends Adj Net Incm514DividendsAdjNetIncm
Other Income Rev And Expnss1000OtherIncomeRevAndExpnss
Other Income Net Invst Incm1000OtherIncomeNetInvstIncm
Other Income Adj Net Incm1000OtherIncomeAdjNetIncm
Total Revenue And Expenses1515TotalRevenueAndExpenses
Total Net Investment Income1515TotalNetInvestmentIncome
Total Adjusted Net Income1515TotalAdjustedNetIncome
Accounting Fees Rev And Expnss815AccountingFeesRevAndExpnss
Taxes Rev And Expnss22TaxesRevAndExpnss
Tot Opr Expenses Rev And Expnss837TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1715ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1715ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2552TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps1715TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-1037ExcessOfRevenueOverExpenses
Net Investment Income1515NetInvestmentIncome
Adjusted Net Income1515AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY2505SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1468SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1468SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY20132InvestmentsCorpStockBOY
Investments Corp Stock EOY20132InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV23946InvestmentsCorpStockEOYFMV
Total Assets BOY22637TotalAssetsBOY
Total Assets EOY21600TotalAssetsEOY
Total Assets EOYFMV25414TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY42928CapitalStockBOY
Capital Stock EOY42928CapitalStockEOY
Retained Earnings BOY-20291RetainedEarningsBOY
Retained Earnings EOY-21328RetainedEarningsEOY
Total Net Assets BOY22637TotalNetAssetsBOY
Total Net Assets EOY21600TotalNetAssetsEOY
Total Liabilities Net Assets BOY22637TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY21600TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY22637TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-1037ExcessOfRevenueOverExpenses
Subtotal21600Subtotal
Total Net Assets Fund Balances EOY21600TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year11738QualifyingDistributionsYear1
Noncharitable Assets Year123185NoncharitableAssetsYear1
Distribution Ratio Year10.07496DistributionRatioYear1
Qualifying Distributions Year21532QualifyingDistributionsYear2
Noncharitable Assets Year221062NoncharitableAssetsYear2
Distribution Ratio Year20.07274DistributionRatioYear2
Qualifying Distributions Year31000QualifyingDistributionsYear3
Noncharitable Assets Year320395NoncharitableAssetsYear3
Distribution Ratio Year30.04903DistributionRatioYear3
Qualifying Distributions Year43600QualifyingDistributionsYear4
Noncharitable Assets Year430005NoncharitableAssetsYear4
Distribution Ratio Year40.11998DistributionRatioYear4
Noncharitable Assets Year562817NoncharitableAssetsYear5
Total Distribution Ratio0.31671TotalDistributionRatio
Average Distribution Ratio0.06334AverageDistributionRatio
Net Noncharitable Assets23593NetNoncharitableAssets
Adjusted Noncharitable Assets1494AdjustedNoncharitableAssets
One Percent Net Investment Income15OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1509AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1715QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax15InvestmentIncomeExciseTax
Subtotal15Subtotal
Tax Based On Investment Income15TaxBasedOnInvestmentIncome
Tax Due15TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Chih-Chang LinBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4088676678BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line114825 Gypsy Hill RoadAddressLine1
CitySaratogaCity
StateCAState
ZIP Code95070ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
I-Hsin Chang
14825 Gypsy Hill RoadSaratogaCA95070Director1.000
Chih-Chang Lin
14825 Gypsy Hill RoadSaratogaCA95070Director1.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1Saratoga Education Foundation- Contribution goes towards the educational future of the children of Saratoga, CADescription1
Expenses1700Expenses1
Description2Saratoga High School Foundation- Contribution goes towards improvements to the quality of the educational experience of the students at Saratoga High.Description2
Expenses2500Expenses2
Description3Saratoga Music Booster- Contribution goes towards the music education of the children of saratoga, caDescription3
Expenses3250Expenses3
Description4Argonaut PTA- contribution goes towards the educational future of the children at Argonaut elementaryDescription4
Expenses4215Expenses4

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities22255AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1697AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets23952TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets23952AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable359CashDeemedCharitable
Net Noncharitable Assets23593NetNoncharitableAssets
Minimum Investment Return1180MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1180MinimumInvestmentReturn
Tax Based On Investment Income15TaxBasedOnInvestmentIncome
Total Tax15TotalTax
Distributable Amount Before Adj1165DistributableAmountBeforeAdj
Distributable Amount Before Ded1165DistributableAmountBeforeDed
Distributable Amount As Adjusted1165DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1715ExpensesAndContributions
Qualifying Distributions1715QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm15OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1700AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1165DistributableAmountAsAdjusted
Excess Distri Carryover Year193ExcessDistriCarryoverYear1
Total Excess Distri Carryover93TotalExcessDistriCarryover
Qualifying Distributions1715QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1165AppliedToCurrentYear
Remaining Distri From Corpus550RemainingDistriFromCorpus
Total Corpus643TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year643ExcessDistriCyovToNextYear
Excess From Year193ExcessFromYear1
Excess From Current Year550ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameChih-Chang LinRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line114825 Gypsy Hill RoadAddressLine1
CitySaratogaCity
StateCAState
ZIP Code95070ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4088676678RecipientPhoneNumber
Form And Info And MaterialsNo Specific RequirementFormAndInfoAndMaterials
Submission DeadlinesN/ASubmissionDeadlines
Restrictions On AwardsN/ARestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
SHS Sports Boosters
20300 Herriman AvenueSaratogaCA95070N/AOtherEducational$50
Argonaut PTA
13200 Shadow Mountain DrSaratogaCA95070N/AOtherEducational$215
Saratoga High School Foundation
20300 Herriman AvenueSaratogaCA95070N/AOtherEducational$500
Saratoga Music Boosters
20300 Herriman AvenueSaratogaCA95070N/AOtherEducational$250
Saratoga Education Foundation
PO Box 2392SaratogaCA95070N/AOtherEducational$700
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1715TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income1RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income514RelatedOrExemptFunctionIncome

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income1000RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income1515RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1515TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)

Line NumberLineNumberRelationship StatementRelationshipStatement
10Income was generated from incentive credit from brokerage firm.
4Dividend income was generated from investment in U.S. securities.
3Interest income was generated from temporarty cash investment.

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Categorytax preparationCategory
Amount$815Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOther Investment IncomeDescription
Revenue And Expenses Per Books1000RevenueAndExpensesPerBooks
Net Investment Income1000NetInvestmentIncome
Adjusted Net Income1000AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmount
State Tax$10
Fed Tax$12