DANIEL HAIMING & CAI LI CHANG FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL HAIMING & CAI LI CHANG FAMILY FOUNDATION (EIN 81-1567287)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-10
- IRS object ID
- 201812839349100711
- Schema version
- 2017v2.3
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-10T15:50:04-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-09-21 | 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 | 2017 | 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 | $1,169,264 | 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 | $545,399 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $72 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,713 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,713 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,017 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,569 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $554,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $174 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $171 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,715 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,674 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $212 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,674 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $212 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,874 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $536,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,142 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,717 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $503,378 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,016,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,141,547 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $508,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,044,127 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,169,264 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $508,049 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,044,127 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $508,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,044,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $508,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,044,127 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $508,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $536,078 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,044,127 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,044,127 | 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 | $31,350 | GrossSalesPriceAmt |
| Cost Or Other Basis | $23,781 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,569 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,569 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,569 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,849 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.103524 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | 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 | 0.103524 | TotalDistributionRt |
| Average Distribution | 0.103524 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $635,336 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,773 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $171 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,944 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,874 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $343 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $343 | SubtotalAmt |
| Tax Based On Investment Income | $343 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $343 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $343 | TotalPaymentsAndCreditsAmt |
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 | Yes (true) | 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 |
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 | $617,517 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $645,011 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $645,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $635,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,767 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $343 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $343 | TotalTaxAmt |
| Distributable Before Adj | $31,424 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,424 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,424 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,874 | 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 | $17,874 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $17,874 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,424 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $2,818 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,874 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,818 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,818 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $10,732 | UndistributedIncomeCYAmt |
| 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHINESE WRITERS ASSOCIATION OF AMERICA | |||||||
| 7373 CONVOY CT STE A | SAN DIEGO | CA | 92111 | N/A | PC | General & Unrestricted | $300 |
| FRIENDS OF COAST WALK TRAIL | |||||||
| 1515 COAST WALK | LA JOLLA | CA | 92037 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF WE CHINESE IN AMERICA | |||||||
| 4151 CLAIREMONT MESA BLVD | SAN DIEGO | CA | 92117 | N/A | PC | General & Unrestricted | $400 |
| LA JOLLA COUNTRY DAY SCHOOL | |||||||
| 9490 GENESEE AVE | LA JOLLA | CA | 92037 | N/A | PC | for the support of learning differences and teacher training & support | $10,000 |
| SAN DIEGO CHINESE AMERICAN ASSOCIATION | |||||||
| 7323 CONVOY COURT B111 | SAN DIEGO | CA | 92111 | N/A | PC | Charitable Event | $1,000 |
| SAN DIEGO HUA XIA CHINESE SCHOOL INCORPORATION | |||||||
| PO BOX 928338 | SAN DIEGO | CA | 92192 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,200 | 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 | $72 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,713 | 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 | -$1,017 | 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 | $8,768 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,768 | 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 | $545,399 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ALIBABA GROUP HOLDING LTD BABA, 250 sh. | $47,076 | 2017-11-20 |
| 1 | SK TELECOM ADS ADS SKM, 2950 sh. | $74,871 | 2017-11-20 |
| 1 | LVMH MOET HENN UNSP LVMUY, 900 sh. | $52,650 | 2017-11-20 |
| 1 | PAYPAL HOLDINGS, INC PYPL, 800 sh. | $61,280 | 2017-11-20 |
| 1 | HSBC HOLDINGS PLC HSBC, 1100 sh. | $53,152 | 2017-11-20 |
| 1 | CATERPILLAR INC CAT, 400 sh. | $54,812 | 2017-11-20 |
| 1 | WEIBO CORPORATION WB, 700 sh. | $83,759 | 2017-11-20 |
| 1 | BOEING CO BA, 100 sh. | $26,419 | 2017-11-20 |
| 1 | CSX CORP CSX, 800 sh. | $39,684 | 2017-11-20 |
| 1 | APPLIED MATERIALS INC AMAT, 900 sh. | $51,696 | 2017-11-20 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM | $26,672 | $40,931 |
| BLACKROCK INC | $27,367 | $35,960 |
| WHIRLPOOL CORP | $14,180 | $13,491 |
| BOEING CO | $26,419 | $29,491 |
| CAPITAL ONE FINANCIAL CORP | $18,020 | $19,916 |
| CHEVRON CORP | $23,556 | $25,038 |
| RAYTHEON CO | $28,172 | $37,570 |
| EOG RESOURCES INC | $21,456 | $21,582 |
| FIRST REPUBLIC BANK | $17,694 | $17,328 |
| DOWDUPONT INC | $11,635 | $14,244 |
| ALIBABA GROUP HOLDING LTD | $47,076 | $43,108 |
| JP MORGAN CHASE | $25,512 | $32,082 |
| UNION PACIFIC | $31,236 | $40,230 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $8,940 | $11,895 |
| COMERICA INC | $20,811 | $26,043 |
| NORFOLK SOUTHERN CORP | $37,541 | $49,266 |
| CITIGROUP INC | $23,792 | $29,764 |
| CATERPILLAR INC | $54,812 | $63,032 |
| EAST WEST BANCORP, INC | $22,401 | $27,374 |
| WEIBO CORPORATION | $83,759 | $72,422 |
| CSX CORP | $39,684 | $44,008 |
| PAYPAL HOLDINGS, INC | $61,280 | $58,896 |
| LVMH MOET HENN UNSP | $52,650 | $52,830 |
| BANK OF AMERICA CORP | $22,895 | $29,520 |
| HSBC HOLDINGS PLC | $53,152 | $56,804 |
| MORGAN STANLEY | $57,136 | $69,260 |
| APPLIED MATERIALS INC | $83,691 | $97,127 |
| SK TELECOM ADS ADS | $74,871 | $82,335 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $4,649 | $4,649 | |
| Bank Charges | $41 | $41 | |
| State or Local Filing Fees | $25 | $25 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chang Family Revocable Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 Coast Walk | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Extension for 2016 | $3 | |
| Foreign Tax Paid | $171 | $171 |
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