FURP.ORG / PUBLIC DATA EXPLORER

LIN FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LIN FAMILY FOUNDATION (EIN 06-1830993)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-13
IRS object ID
201432259349101008
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-13T14:20:22-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCL CORPORATIONBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line134 CERVANTESAddressLine1
CityNEWPORT BEACHCity
StateCAState
ZIP Code92660ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061830993EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LIN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLINFBusinessNameControlTxt
Phone9492611973PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 BERNINIAddressLine1
CityIRVINECity
StateCAState
ZIP Code92614ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHAO-I LINPersonNm
Person TitleTrusteePersonTitleTxt
Signature2014-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINGYU LEE CPAPreparerPersonNm
PTINP00087436PTIN
Phone9492942090PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$569,080FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$538,988ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,062InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,062InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7,062InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$19,905DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,905DividendsNetInvstIncmAmt
Dividends Adj Net Incm$19,905DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$50,029NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$527,780GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,029CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$615,984TotalRevAndExpnssAmt
Total Net Invst Incm$76,996TotalNetInvstIncmAmt
Total Adj Net Incm$26,967TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$1,684OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$337OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,347OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$16TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,704TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$341TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,363TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,704TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$341TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,363TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$589,280ExcessRevenueOverExpensesAmt
Net Investment Income$76,655NetInvestmentIncomeAmt
Adjusted Net Income$26,967AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$88CashBOYAmt
Cash EOY$15,068CashEOYAmt
Cash EOYFMV$15,068CashEOYFMVAmt
Sav And Temp Cash Invst EOY$574,300SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$554,012SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$88TotalAssetsBOYAmt
Total Assets EOY$589,368TotalAssetsEOYAmt
Total Assets EOYFMV$569,080TotalAssetsEOYFMVAmt
Loans From Officers BOY$12,000LoansFromOfficersBOYAmt
Loans From Officers EOY$12,000LoansFromOfficersEOYAmt
Total Liabilities BOY$12,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY-$11,912RetainedEarningBOYAmt
Retained Earning EOY$577,368RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY-$11,912TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$577,368TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$88TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$589,368TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY-$11,912TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$589,280ExcessRevenueOverExpensesAmt
Subtotal$577,368SubtotalAmt
Tot Net Ast Or Fund Balances EOY$577,368TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGain Or LossGainOrLossAmt
Capital Gain Dividends
$8,255
FieldValueIRS element (for citing)
Capital Gain Net Income$50,029CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$19,074NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,533InvestmentIncomeExciseTaxAmt
Subtotal$1,533SubtotalAmt
Tax Based On Investment Income$1,533TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$34EsPenaltyAmt
Tax Due$1,567TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KOOI LINBusinessNameLine1
FieldValueIRS element (for citing)
Phone9492611973PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 BERNINIAddressLine1
CityIRVINECity
StateCAState
ZIP Code92614ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHAO-I LINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 BERNINIAddressLine1
CityIRVINECity
StateCAState
ZIP Code92614ZIPCode
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$566,419AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,451AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$575,870TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$575,870AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,638CashDeemedCharitableAmt
Net Vl Noncharitable Assets$567,232NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,362MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,362MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,533TaxBasedOnInvestmentIncomeAmt
Total Tax$1,533TotalTaxAmt
Distributable Before Adj$26,829DistributableBeforeAdjAmt
Distributable Before Ded$26,829DistributableBeforeDedAmt
Distributable As Adjusted$26,829DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,363ExpensesAndContributionsAmt
Qualifying Distributions$26,363QualifyingDistributionsAmt
Adjusted Qualifying Distri$26,363AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,829DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$11,975ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,677ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$713ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$14,365TotalExcessDistributionCyovAmt
Qualifying Distributions$26,363QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,363AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$466ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$466ExcessDistributionCyovAppCYAmt
Total Corpus$13,899TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$13,899ExcessDistriCyovToNextYrAmt
Excess From Year4$11,509ExcessFromYear4Amt
Excess From Year2$1,677ExcessFromYear2Amt
Excess From Year1$713ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACAAI FOUNDATION
85 W ALGONQUIN RD SUITE 550ARLINGTON HEIGHTSIL60005NONEPUBLICMEDICAL RESEARCH$5,000
AR TRUST
555 E WELLS STREET SUITE 1100MILWAUKEEWI53202NONEPUBLICMEDICAL FIELD DEVELOPMENT$5,000
CHOC CHILDREN'S FOUNDATION
1201 WEST LA VETAORANGECA92868NONEPUBLICBETTER HOSPITAL OPERATION$5,000
IRVINE PUBLIC SCHOOL FOUNDATION
1 POST SUITE 250IRVINECA92614NONEPUBLICBETTER EDUCATION$5,000
UCSF FOUNDATION
UNIVERSITY OF CA SF PO BOX 45339SAN FRANCISCOCA94145NONEPUBLICBETTER HOSPITAL PROJECT AND RESEARCH$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,062ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,905ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$8,255ExclusionAmt
Related Or Exempt Function Incm$41,774RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$35,222ExclusionAmt
Related Or Exempt Function Incm$41,774RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,996TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCHENG-LUNG LIN TSAE-JING LIN CRTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 BERNINIAddressLine1
CityIRVINECity
StateCAState
ZIP Code92614ZIPCode
FieldValueIRS element (for citing)
Total Contributions$538,988TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$1,684Amt
Net Investment Income$337NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,347DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFRANCHISE TAX BOARDCategoryTxt
Amt$20Amt
Net Investment Income$4NetInvestmentIncomeAmt
Disbursements Charitable Prps$16DisbursementsCharitablePrpsAmt