DANIEL HAIMING & CAI LI CHANG FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL HAIMING & CAI LI CHANG FAMILY FOUNDATION (EIN 81-1567287)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-27
- IRS object ID
- 201901789349100850
- Schema version
- 2018v3.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-27T14:35:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-06-12 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191785000016 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-06-27 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,866,283 | 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 | $1,893,365 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $210 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $210 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,373 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $899,924 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $292,511 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,911,502 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,021 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,679 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $936 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $255 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,563 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,563 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,997 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,896,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $312,830 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $563,524 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $563,524 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,016,410 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,377,108 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,302,759 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,044,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,940,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,866,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,044,127 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,940,632 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,044,127 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,940,632 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,044,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,940,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,044,127 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,896,505 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,940,632 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,940,632 | 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 | $899,924 | GrossSalesPriceAmt |
| Cost Or Other Basis | $607,413 | CostOrOtherBasisAmt |
| Gain Or Loss | $292,511 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $292,511 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $292,511 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,874 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $635,336 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028133 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,849 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.103524 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | 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 | 0.131657 | TotalDistributionRt |
| Average Distribution | 0.065829 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,291,188 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,998 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,128 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $88,126 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,063 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,257 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,257 | SubtotalAmt |
| Tax Based On Investment Income | $6,257 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,857 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,257 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | false | 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 | $1,241,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,310,851 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,310,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,291,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,257 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,257 | TotalTaxAmt |
| Distributable Before Adj | $58,302 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $58,302 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $58,302 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,063 | 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 | $13,063 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,063 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,732 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $13,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,732 | AppliedToYear1Amt |
| Applied To Current Year | $2,331 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $55,971 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOHUA ACADEMY OF CHINESE MUSICAL ARTS | |||||||
| 4653 CAMEL MOUNTAIN RD STE 308-316 | SAN DIEGO | CA | 92130 | N/A | PC | Charitable Event | $500 |
| FRIENDS OF WE CHINESE IN AMERICA | |||||||
| 4151 CLAIREMONT MESA BLVD | SAN DIEGO | CA | 92117 | N/A | PC | Charitable Event | $500 |
| GLOBAL INNOVATION CENTER | |||||||
| 3550 LEBON DR UNIT 6417 | SAN DIEGO | CA | 92122 | N/A | PC | Charitable Event | $500 |
| UNITED CHINESE ALUMNI ASSOCIATION & FOUNDATION | |||||||
| 4980 JENKINS PL | DUBLIN | CA | 94568 | N/A | PC | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,500 | 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 | $210 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,300 | 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 | -$3,373 | 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 | $18,137 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,137 | 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 | Chang Family Revocable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 Coast Walk | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,893,365 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ANALOG DEVICES INC ADI, 930 sh. | $77,790 | 2018-12-27 |
| 1 | SALESFORCE.COM CRM, 350 sh. | $46,032 | 2018-12-27 |
| 1 | CISCO SYSTEMS INC CSCO, 800 sh. | $33,632 | 2018-12-27 |
| 1 | RESMED INC RMD, 500 sh. | $54,550 | 2018-12-27 |
| 1 | STRYKER CORPORATION SYK, 350 sh. | $52,957 | 2018-12-27 |
| 1 | ABBOTT LABS ABT, 2000 sh. | $146,350 | 2018-12-12 |
| 1 | AIR PRODS & CHEM INC APD, 200 sh. | $31,597 | 2018-12-12 |
| 1 | CF INDUSTRIES HOLDINGS, INC CF, 1000 sh. | $42,335 | 2018-12-12 |
| 1 | DEERE CO DE, 600 sh. | $89,877 | 2018-12-12 |
| 1 | DIAGEO PLC ADS DEO, 430 sh. | $61,924 | 2018-12-12 |
| 1 | EXPRESS SCRIPTS HOLDING CO ESRX, 650 sh. | $63,317 | 2018-12-12 |
| 1 | EXPEDITORS INTL WASH INC EXPD, 920 sh. | $66,622 | 2018-12-12 |
| 1 | HONEYWELL INTL HON, 450 sh. | $62,791 | 2018-12-12 |
| 1 | ILLINOIS TOOL WORKS ITW, 230 sh. | $30,714 | 2018-12-12 |
| 1 | ELI LILLY & CO LLY, 300 sh. | $34,502 | 2018-12-12 |
| 1 | NORFOLK SOUTHERN CORP NSC, 260 sh. | $41,107 | 2018-12-12 |
| 1 | THERMO FISHER SCIENTIFIC INC TMO, 200 sh. | $48,527 | 2018-12-12 |
| 1 | UNITED TECHNOLOGIES CORP UTX, 300 sh. | $36,149 | 2018-12-12 |
| 1 | FMI LARGE CAP FUND FMIHX, 15445 sh. | $330,523 | 2018-12-12 |
| 1 | YACKTMAN FUND, INC YACKX, 22399.628 sh. | $542,071 | 2018-12-12 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $146,349 | $144,659 |
| AIR PRODS & CHEM INC | $31,597 | $32,010 |
| ALIBABA GROUP HOLDING LTD | $47,076 | $34,268 |
| ALPHABET INC CL A | $31,607 | $31,349 |
| AMAZON COM | $26,672 | $52,569 |
| AMPHENOL CORPORATION | $41,631 | $40,510 |
| ANADARKO PETROLEUM CORP | $25,438 | $21,920 |
| ANALOG DEVICES INC | $77,790 | $79,822 |
| APPLE INC | $33,243 | $31,548 |
| APPLIED MATERIALS INC | $83,691 | $62,206 |
| BANK OF AMERICA CORP | $22,895 | $24,640 |
| BLACKROCK INC | $27,367 | $27,497 |
| BOEING CO | $58,161 | $64,500 |
| CAPITAL ONE FINANCIAL CORP | $18,020 | $15,118 |
| CATERPILLAR INC | $54,812 | $50,828 |
| CF INDUSTRIES HOLDINGS, INC | $42,335 | $43,510 |
| CHENIERE ENERGY INC | $11,389 | $11,838 |
| CHEVRON CORP | $23,556 | $21,758 |
| CIGNA CORPORATION | $47,599 | $30,007 |
| CISCO SYSTEMS INC | $33,632 | $34,664 |
| CITIGROUP INC | $23,792 | $20,824 |
| COMERICA INC | $20,811 | $20,607 |
| CSX CORP | $39,684 | $49,704 |
| CTRIP.COM INTERNATIONAL LTD | $28,060 | $27,060 |
| DEERE CO | $89,877 | $89,502 |
| DIAGEO PLC ADS | $61,924 | $60,974 |
| DOWDUPONT INC | $11,635 | $10,696 |
| EAST WEST BANCORP, INC | $22,401 | $19,589 |
| ELI LILLY & CO | $34,502 | $34,716 |
| EOG RESOURCES INC | $21,456 | $17,442 |
| EXPEDITORS INTL WASH INC | $66,622 | $62,643 |
| EXXON MOBIL CORP | $30,111 | $27,276 |
| FIRST REPUBLIC BANK | $17,694 | $17,380 |
| FREEPORT-MCMORAN COPPER & GOLD | $10,592 | $10,310 |
| GOLDMAN SACHS GROUP | $34,511 | $33,410 |
| HONEYWELL INTL | $62,791 | $59,454 |
| HSBC HOLDINGS PLC | $53,152 | $45,221 |
| ILLINOIS TOOL WORKS | $30,714 | $29,139 |
| JD.COM, INC | $22,240 | $20,930 |
| JP MORGAN CHASE | $25,512 | $29,286 |
| L3 TECHNOLOGIES, INC | $16,639 | $17,366 |
| LVMH MOET HENN UNSP | $52,650 | $52,614 |
| MARTIN MARIETTA MATLS INC | $12,395 | $12,890 |
| MICROSOFT CORP | $31,927 | $30,471 |
| MORGAN STANLEY | $57,136 | $52,338 |
| NORFOLK SOUTHERN CORP | $78,648 | $89,723 |
| NVIDIA CORP | $13,062 | $13,350 |
| PAYPAL HOLDINGS, INC | $30,640 | $33,636 |
| RAYTHEON CO | $28,172 | $30,670 |
| RESMED INC | $54,550 | $56,935 |
| SALESFORCE.COM | $46,032 | $47,940 |
| SCHLUMBERGER LTD | $11,697 | $10,824 |
| SK TELECOM ADS ADS | $74,871 | $79,060 |
| STRYKER CORPORATION | $52,957 | $54,863 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $8,940 | $11,073 |
| THERMO FISHER SCIENTIFIC INC | $48,527 | $44,758 |
| UNION PACIFIC | $31,236 | $41,469 |
| UNITED TECHNOLOGIES CORP | $36,149 | $31,944 |
| WEIBO CORPORATION | $83,759 | $40,901 |
| WHIRLPOOL CORP | $14,180 | $8,550 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $8,563 | $8,563 | |
| Bank Charges | $255 | $255 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $400 | |
| 990-PF Extension for 2017 | $343 | |
| Foreign Tax Paid | $936 | $936 |
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