DANIEL HAIMING & CAI LI CHANG FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL HAIMING & CAI LI CHANG FAMILY FOUNDATION (EIN 81-1567287)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-12
- IRS object ID
- 202010729349100806
- Schema version
- 2019v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-12T15:49:46-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811567287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel Haiming & Cai Li Chang Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAI LI CHANG | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $5,225,809 | 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 | $1,611,856 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,319 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,319 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,909 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,145 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,692,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,373 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,826 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $943 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $16,601 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $315 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,286 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,027 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,286 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,927 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,186 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,615,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,289 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $563,524 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,593 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,593 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,377,108 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,524,470 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,194,216 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,940,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,556,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,225,809 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,940,632 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,556,063 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,940,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,556,063 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,940,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,556,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,940,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,615,431 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,556,063 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,556,063 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $89,155 | GrossSalesPriceAmt |
| Cost Or Other Basis | $53,010 | CostOrOtherBasisAmt |
| Gain Or Loss | $36,145 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $36,145 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,145 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,063 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,291,188 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.010117 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,874 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $635,336 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028133 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,849 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.103524 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.141774 | TotalDistributionRt |
| Average Distribution | 0.047258 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,425,121 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,864 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $833 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $162,697 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,186 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,666 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,666 | SubtotalAmt |
| Tax Based On Investment Income | $1,666 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $134 | OverpaymentAmt |
| Applied To ES Tax | $134 | 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 | DE | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Cai Li Chang | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Daniel Haiming Chang | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,318,731 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,477,280 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,477,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,159 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,425,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,666 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,666 | TotalTaxAmt |
| Distributable Before Adj | $169,590 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $169,590 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $169,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,186 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $57,186 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $57,186 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $169,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,971 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $57,186 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,971 | AppliedToYear1Amt |
| Applied To Current Year | $1,215 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $168,375 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Cai Li Chang | ContributingManagerNm |
| Contributing Manager | Daniel Haiming Chang | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CHINESE CULTURE AND EDUCATION FOUNDATION | ||||||||
| PO BOX 723008 | SAN DIEGO | CA | 92172 | N/A | PC | Charitable Event | $1,000 | |
| ASSOCIATION FOR PRESERVing historical accuracy in | ||||||||
| foreign invasions of china | LA JOLLA | CA | 92037 | N/A | PC | General & Unrestricted | $2,000 | 2575 ARDATH RD |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 200 SEAPORT BLVD STE NCW4B | BOSTON | MA | 02210 | N/A | PC | Chang Family Donor Advised Fund | $32,200 | |
| FRIENDS OF COAST WALK TRAIL | ||||||||
| 1515 COAST WALK | LA JOLLA | CA | 92037 | N/A | PC | General & Unrestricted | $1,500 | |
| FRIENDS OF WE CHINESE IN AMERICA | ||||||||
| 4151 CLAIREMONT MESA BLVD | SAN DIEGO | CA | 92117 | N/A | PC | General & Unrestricted | $500 | |
| SAN DIEGO CHINESE AMERICAN ASSOCIATION | ||||||||
| 7323 CONVOY COURT B111 | SAN DIEGO | CA | 92111 | N/A | PC | General & Unrestricted | $1,000 | |
| THE SAN DIEGO-YANTAI FRIENDSHIP SOCIETY | ||||||||
| 3709 CONVOY ST | SAN DIEGO | CA | 92111 | N/A | PC | General & Unrestricted | $1,200 | |
| UNIVERSITY OF SAN DIEGO | ||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | N/A | PC | Engineering Dean's Innovation Fund | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,319 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,502 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,502 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Chang Family Revocable Trust | ||||||
| 1 | 1535 Coast Walk | La Jolla | CA | 92037 | $992,243 | Yes (X) |
| Chang Irrevocable Trust | ||||||
| 2 | 1535 Coast Walk | La Jolla | CA | 92037 | $619,613 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (17 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | QUALCOMM INC QCOM, 900 sh. | $80,114 | 2019-12-20 |
| 1 | PRUDENTIAL FINCL INC PRU, 410 sh. | $38,925 | 2019-12-20 |
| 1 | VISA INC V, 500 sh. | $93,618 | 2019-12-20 |
| 1 | MERCADOLIBRE, INC MELI, 250 sh. | $145,899 | 2019-12-20 |
| 1 | INTUIT INTU, 210 sh. | $55,850 | 2019-12-20 |
| 1 | IAC/INTERACTIVE CORP IAC, 600 sh. | $145,167 | 2019-12-20 |
| 1 | GLOBE LIFE INC GL, 750 sh. | $79,969 | 2019-12-20 |
| 1 | DELL TECHNOLOGIES INC CLASS C DELL, 2529 sh. | $126,526 | 2019-12-20 |
| 1 | COSTCO WHOLESALE CORPORATION COST, 610 sh. | $179,279 | 2019-12-20 |
| 1 | AIR PRODS & CHEM INC APD, 200 sh. | $46,898 | 2019-12-20 |
| 2 | DELL TECHNOLOGIES INC CLASS C DELL, 2529 sh. | $126,526 | 2019-12-20 |
| 2 | HOME DEPOT INC HD, 300 sh. | $66,206 | 2019-12-20 |
| 2 | MARTIN MARIETTA MATLS INC MLM, 150 sh. | $41,147 | 2019-12-20 |
| 2 | THERMO FISHER SCIENTIFIC INC TMO, 250 sh. | $81,775 | 2019-12-20 |
| 2 | TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 2000 sh. | $115,620 | 2019-12-20 |
| 2 | PAYPAL HOLDINGS, INC PYPL, 600 sh. | $65,325 | 2019-12-20 |
| 2 | NEW ORIENTAL ED & TECHNOLOGY GROUP EDU, 1000 sh. | $123,015 | 2019-12-20 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (85 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $146,349 | $173,720 |
| ACTIVISION BLIZZARD INC | $17,367 | $23,768 |
| AIR PRODS & CHEM INC | $78,495 | $93,996 |
| ALIBABA GROUP HOLDING LTD | $47,076 | $53,025 |
| ALLERGAN PLC | $13,524 | $19,117 |
| ALPHABET INC CL A | $31,607 | $40,182 |
| AMAZON COM | $26,672 | $64,674 |
| AMGEN INC | $36,570 | $48,214 |
| AMPHENOL CORPORATION | $41,631 | $54,115 |
| ANALOG DEVICES INC | $77,790 | $110,521 |
| APPLE INC | $33,243 | $58,730 |
| APPLIED MATERIALS INC | $83,691 | $115,976 |
| BANK OF AMERICA CORP | $44,069 | $61,635 |
| BAYER A G SPONSORED ADR | $15,965 | $20,280 |
| BLACKROCK INC | $27,367 | $35,189 |
| BOEING CO | $58,161 | $65,152 |
| CAPITAL ONE FINANCIAL CORP | $18,020 | $20,582 |
| CATERPILLAR INC | $54,812 | $59,072 |
| CHECK POINT SOFTWARE TECHNOLOG | $77,174 | $77,672 |
| CHENIERE ENERGY INC | $11,389 | $12,214 |
| CHEVRON CORP | $23,556 | $24,102 |
| CIGNA CORPORATION | $47,599 | $32,309 |
| CISCO SYSTEMS INC | $33,632 | $38,368 |
| CITIGROUP INC | $23,792 | $31,956 |
| COMERICA INC | $43,498 | $43,050 |
| CORTEVA INC | $6,413 | $6,887 |
| COSTCO WHOLESALE CORPORATION | $179,278 | $179,291 |
| CSX CORP | $39,684 | $57,888 |
| DEERE CO | $89,877 | $103,956 |
| DELL TECHNOLOGIES INC CLASS C | $253,051 | $259,930 |
| DIAGEO PLC ADS | $61,924 | $72,421 |
| DOW CHEMICAL PV | $25,021 | $27,365 |
| DU PONT DE NEMOURS | $18,379 | $14,959 |
| EAST WEST BANCORP, INC | $44,705 | $43,830 |
| ELI LILLY & CO | $34,502 | $39,429 |
| EOG RESOURCES INC | $21,456 | $16,752 |
| EXPEDITORS INTL WASH INC | $66,622 | $71,778 |
| EXXON MOBIL CORP | $58,750 | $55,824 |
| FIRST REPUBLIC BANK | $17,694 | $23,490 |
| FREEPORT-MCMORAN COPPER & GOLD | $10,592 | $13,120 |
| GLOBE LIFE INC | $79,969 | $78,938 |
| GOLDMAN SACHS GROUP | $34,511 | $45,986 |
| HALLIBURTON COMPANY | $14,663 | $14,682 |
| HOME DEPOT INC | $66,206 | $65,514 |
| HONEYWELL INTL | $62,791 | $79,650 |
| HSBC HOLDINGS PLC | $53,152 | $42,999 |
| IAC/INTERACTIVE CORP | $145,166 | $149,466 |
| ILLINOIS TOOL WORKS | $30,714 | $41,315 |
| INTUIT | $55,850 | $55,005 |
| JD.COM, INC | $22,240 | $35,230 |
| JP MORGAN CHASE | $40,923 | $62,730 |
| KANSAS CITY SOUTHERN | $32,499 | $45,948 |
| L3HARRIS TECHNOLOGIES | $34,205 | $51,446 |
| LINDE PLC COM | $37,625 | $42,580 |
| LOCKHEED MARTIN CORP | $27,285 | $38,938 |
| LVMH MOET HENN UNSP | $52,650 | $83,943 |
| MARTIN MARIETTA MATLS INC | $53,542 | $62,919 |
| MEDTRONIC PLC | $33,479 | $45,380 |
| MERCADOLIBRE, INC | $145,898 | $142,985 |
| MICROSOFT CORP | $31,927 | $47,310 |
| MORGAN STANLEY | $57,136 | $67,478 |
| NETEASE.COM INC COM STK | $21,708 | $30,664 |
| NEW ORIENTAL ED & TECHNOLOGY G | $123,015 | $121,250 |
| NICE SYSTEMS LTD | $26,210 | $31,030 |
| NORFOLK SOUTHERN CORP | $78,648 | $116,478 |
| NVIDIA CORP | $28,016 | $47,060 |
| OCCIDENTAL PETROLEUM CORP | $6,881 | $6,017 |
| PAYPAL HOLDINGS, INC | $95,965 | $108,170 |
| PRUDENTIAL FINCL INC | $38,925 | $38,433 |
| QUALCOMM INC | $80,114 | $79,407 |
| RAYTHEON CO | $28,172 | $43,948 |
| RESMED INC | $54,550 | $77,485 |
| SALESFORCE.COM | $46,032 | $56,924 |
| SCHLUMBERGER LTD | $11,697 | $12,060 |
| SK TELECOM ADS ADS | $74,871 | $68,175 |
| STRYKER CORPORATION | $52,957 | $73,479 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $124,560 | $133,630 |
| THERMO FISHER SCIENTIFIC INC | $130,302 | $146,192 |
| TRIP COM GROUP ADR | $28,060 | $33,540 |
| UNION PACIFIC | $31,236 | $54,237 |
| UNITED TECHNOLOGIES CORP | $36,149 | $44,928 |
| VALERO ENERGY CORP | $23,706 | $28,095 |
| VISA INC | $121,070 | $126,833 |
| WEIBO CORPORATION | $94,018 | $39,398 |
| WHIRLPOOL CORP | $14,180 | $11,802 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $16,261 | $16,261 | |
| Bank Charges | $315 | $315 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $10,826 | Amt |
| Net Investment Income | $10,826 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $1,800 | |
| 990-PF Excise Tax for 2018 | $5,857 | |
| Foreign Tax Paid | $943 | $943 |
Comments