CHANG & TSENG FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHANG & TSENG FAMILY FOUNDATION (EIN 45-2882056)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-10-29
- IRS object ID
- 202213029349100301
- Schema version
- 2021v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-29T11:40:30-07:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263000418 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABEST TAX SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1621A S MAIN ST | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452882056 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHANG & TSENG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 4082605899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DRIVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIH CHANG CHANG | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2022-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHIH CHANG | PersonFirstNm |
| Person Last | CHANG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHUANG MAO | PreparerPersonNm |
| PTIN | P00660082 | PTIN |
| Phone | 4083929977 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,691,234 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $90,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,494 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,494 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,494 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,095,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,541 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $58,541 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $9 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $163,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,035 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $73,035 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,888 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,888 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $333 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $333 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,022 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $795 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $795 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,815 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $21,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,831 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $223,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $223,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $253,573 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,035 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $73,035 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $240,280 | CashBOYAmt |
| Cash EOY | $21,468 | CashEOYAmt |
| Cash EOYFMV | $21,468 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $114,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $283,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $283,822 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $4,794 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,187,983 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,199,802 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,374,944 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $238,978 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $216,135 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,365 | LandBOYAmt |
| Land EOY | $22,843 | LandEOYAmt |
| Land EOYFMV | $11,000 | LandEOYFMVAmt |
| Total Assets BOY | $1,556,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,527,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,691,234 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $785 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $627 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $785 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $627 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,555,941 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,527,308 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,555,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,527,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,556,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,527,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,555,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $61,896 | OtherIncreasesAmt |
| Subtotal | $1,527,308 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,527,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Merrill - 2177 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-12-31 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $1,095,207 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,036,666 | CostOrOtherBasisAmt |
| Gain Or Loss | $58,541 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $58,541 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,541 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $58,541 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,015 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,015 | SubtotalAmt |
| Tax Based On Investment Income | $1,015 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,093 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,093 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,078 | OverpaymentAmt |
| Applied To ES Tax | $1,078 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIH CHANG CHANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082605899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DRIVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SHIH CHANG CHANG | ||||||
| 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | President & CEO | 2.00 | $0 |
| YUAN NING TSENG | ||||||
| 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | Secretary & CFO | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,547,744 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,854,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,854,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,827,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,015 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,015 | TotalTaxAmt |
| Distributable Before Adj | $90,341 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $90,341 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $90,341 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,551 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $18,500 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $267,051 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,341 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $39,925 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $3,520 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $145,822 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $189,267 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $267,051 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,341 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $176,710 | RemainingDistriFromCorpusAmt |
| Total Corpus | $365,977 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $39,925 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $326,052 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,520 | ExcessFromYear2Amt |
| Excess From Year1 | $145,822 | ExcessFromYear1Amt |
| Excess From Current Year | $176,710 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHIH CHANG CHANG | ContributingManagerNm |
| Contributing Manager | YUAN NING TSENG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| World Vision | |||||||
| PO Box 9716 | Federal Way | WA | 98063 | Donation | PC | To an international partnership of Christians whose mission is to follow our Lord and Savior Jesus Christ in working with the poor and oppressed to promote human transformation, seek justice, and bear witness to the good news of Kingdom of God. | $936 |
| St Jude Childrens Research Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | Donation | PC | To advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the vision of our founder Danny Thomas, no child is denied treatment based on race, religion or a family's ability to pay. | $3,000 |
| Red Hippo Foundation | |||||||
| 10438 Vista Drive | Cupertino | CA | 95014 | Donation | PF | To develop and expand a variety of philanthropic missions for the general public. | $98,000 |
| Red Hippo Foundation | |||||||
| 10438 Vista Drive | Cupertino | CA | 95014 | Donation | PF | To develop and expand a variety of philanthropic missions for the general public. | $118,784 |
| Give2Asia | |||||||
| 2201 Broadway 4th Floor | Oakland | CA | 94612 | Donation | PC | To strengthen communities in Asia by making cross-border giving easier and more effective. Give2Asias team of grantmaking experts and in-country advisors enable you to give with confidence. | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $223,720 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,494 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,541 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card Cash Back | Desc |
| Related Or Exempt Function Incm | $9 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $73,044 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,044 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GREEN OCEAN FOUNDATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DR | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $90,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,888 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,888 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| IMPROVEMENT | 2016-08-12 | $1,000 | $900 | SL | 0.1000 | $100 |
| IMPROVEMENT | 2016-10-03 | $6,550 | $5,895 | SL | 0.1000 | $655 |
| IMPROVEMENT | 2016-10-21 | $7,050 | $6,345 | SL | 0.1000 | $705 |
| IPAD | 2018-02-04 | $647 | $452 | SL | 0.2000 | $129 |
| IPAD PRO | 2018-02-25 | $925 | $648 | SL | 0.2000 | $185 |
| IPAD | 2019-01-12 | $722 | $360 | SL | 0.2000 | $144 |
| APPLE COMPUTER | 2019-01-16 | $1,083 | $542 | SL | 0.2000 | $217 |
| APPLE COMPUTER | 2019-01-25 | $1,147 | $573 | SL | 0.2000 | $229 |
| IPHONE | 2019-06-04 | $925 | $770 | SL | 0.1667 | $155 |
| IPAD | 2020-01-07 | $694 | $191 | SL | 0.2000 | $139 |
| IPHONE | 2020-06-03 | $1,021 | $383 | SL | 0.3333 | $340 |
| IPAD | 2020-08-07 | $917 | $92 | SL | 0.2000 | $183 |
| IPHONE | 2020-09-08 | $1,584 | $264 | SL | 0.3333 | $528 |
| IPAD | 2021-01-06 | $917 | $92 | SL | 0.2000 | $183 |
| APPLE LAPTOP | 2021-01-08 | $1,018 | $102 | SL | 0.2000 | $204 |
| IPHONE | 2021-01-15 | $929 | $155 | SL | 0.3333 | $310 |
| LANDSCAPING | 2021-08-09 | $2,500 | SL | 0.0333 | $83 | |
| LANDSCAPING | 2021-08-09 | $7,000 | SL | 0.0333 | $233 | |
| LANDSCAPING | 2021-08-23 | $4,595 | SL | 0.0333 | $153 | |
| LANDSCAPING | 2021-08-30 | $4,405 | SL | 0.0333 | $147 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Merrill - 2177 | $1,051,893 | $1,011,755 |
| TD Ameritrade - 8853 | $147,909 | $363,189 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $168,772 | $168,772 | $1,000 | |
| Machinery and Equipment | $31,106 | $26,147 | $2,000 | $4,959 |
| Improvements | $39,100 | $21,216 | $8,000 | $17,884 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Auto Expenses | $3,340 | $3,340 |
| Bank Services Charge | $150 | $150 |
| Dues and Subscriptions | $339 | $339 |
| Filing Fees | $95 | $95 |
| Investment Expenses | $15,734 | $15,734 |
| Meals and Entertainments | $868 | $868 |
| Office Expense | $838 | $838 |
| Office Supplies | $120 | $120 |
| Parking and Toll | $22 | $22 |
| Repair and Maintenance | $309 | $309 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card Cash Back | Desc |
| Revenue And Expenses Per Books | $9 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adj. Book value to FMV Stock Donation | Desc |
| Amt | $61,896 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Withheld | CategoryTxt |
| Amt | $333 | Amt |
| Disbursements Charitable Prps | $333 | DisbursementsCharitablePrpsAmt |
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