2023-11-13T19:28:38-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 274068790 Jeremy Lin Foundation % Jeremy Lin Foundation JERE 8008391754 3790 El Camino Real Unit 194 Palo Alto CA 94306 Phillip Jung Treasurer 8008391754 2023-11-06 true Phillip Jung 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 11465062 X 877022 2078 2078 100858 100858 55358 829555 53776 91917 170529 1127233 327241 18000 18000 136337 136337 18232 18232 640 0 0 640 11000 0 0 11000 41403 41403 7137 1344 4642 4642 115248 56866 56297 352639 99613 0 245148 692000 692000 1044639 99613 0 937148 82594 227628 443839 475130 475130 3302 3302 3302 755568 1166361 1062253 2910286 2796203 3127210 396595 458682 429721 1000000 750000 750000 4450028 4389232 5617446 9956316 10038910 11465062 0 0 X 9956316 10038910 9956316 10038910 9956316 10038910 9956316 82594 10038910 10038910 Publicly-traded Securities 829555 807121 22434 22434 Passthrough K1 Capital Gain/(Loss) 31966 Sec 751 Gain on Sale of Ptshp Reclass -624 53776 3164 3164 3164 5785 0 2200 7985 X 0 4821 3200 1621 false false false false false true true false true true CA true false true false false true Jeremy Lin Foundation 8008391754 3790 El Camino Real 194 Palo Alto CA 94306 false false false false true false false false false false false false false false false false false false false false false false Phillip Jung 3790 El Camino Real Unit 194 Palo Alto CA 94306 Dir, Treas 2.0 6000 0 0 Jeremy Lin 3790 El Camino Real Unit 194 Palo Alto CA 94306 Dir 1.0 0 0 0 Joshua Lin 3790 El Camino Real Unit 194 Palo Alto CA 94306 Dir, Sec, VP 1.0 6000 0 0 Patricia Sun 3790 El Camino Real Unit 194 Palo Alto CA 94306 Dir, Pres 10.0 6000 0 0 STEPHANIE HSU 3790 EL CAMINO REAL UNIT 194 PALO ALTO CA 94036 Executive Director 35.0 136337 7557 4607897 430227 6385262 11423386 0 11423386 171351 11252035 562602 562602 3164 3164 559438 559438 559438 937148 0 0 0 0 937148 559438 227526 2020 2019 2018 937148 227526 559438 150184 150184 0 25000 125184 125184 Jeremy Lin X ADHIKAAR FOR HUMAN RIGHTS AND SOCIAL JUSTICE 7107 WOODSIDE AVE 1ST FL WOODSIDE NY 11377 N/A PC General & Unrestricted 50000 APEX FOR YOUTH INC 195 CHRYSTIE ST RM 200 NEW YORK NY 10002 N/A PC General & Unrestricted 50000 ASIAN AMERICAN COALITION FOR CHILDREN AND FAMILIES 50 BROAD ST STE 1002 NEW YORK NY 10004 N/A PC General & Unrestricted 72000 BOSTON CHINATOWN NEIGHBORHOOD CENTER INC 38 ASH ST BOSTON MA 02111 N/A PC General & Unrestricted 25000 CHINATOWN YOUTH INITIATIVES 2009 21ST ST ASTORIA NY 11105 N/A PC General & Unrestricted 50000 COMMUNITY YOUTH CENTER OF SAN FRANCISCO 1038 POST ST SAN FRANCISCO CA 94109 N/A PC General & Unrestricted 50000 DRUM-DESIS RISING UP AND MOVING INC 72-18 ROOSEVELT AVE STE 2 JACKSON HEIGHTS NY 11372 N/A PC General & Unrestricted 50000 EAST BAY ASIAN YOUTH CENTER 2025 E 12TH ST OAKLAND CA 94606 N/A PC General & Unrestricted 50000 HARBOR HOUSE MINISTRIES INC 1811 11TH AVE OAKLAND CA 94606 N/A PC General & Unrestricted 35000 HOPE HORIZON EAST PALO ALTO 1001 BEECH ST E PALO ALTO CA 94303 N/A PC General & Unrestricted 30000 MEKONG INC 2471 UNIVERSITY AVE BRONX NY 10468 N/A PC General & Unrestricted 50000 MINKWON CENTER FOR COMMUNITY ACTION INC 133-29 41ST AVENURE STE 202 3 FLUSHING NY 11355 N/A PC General & Unrestricted 50000 SOUTH ASIAN YOUTH ACTION SAYA INC 5405 SEABURY ST ELMHURST NY 11373 N/A PC General & Unrestricted 50000 STREETCODE ACADEMY PO BOX 51867 E PALO ALTO CA 94303 N/A PC General & Unrestricted 50000 TRYBE INC 3542 FRUITVALE AVE 135 OAKLAND CA 94602 N/A PC General operating support for youth related programs 30000 692000 14 2078 14 100858 525990 3719 18 51639 K-1 Inc/Loss 525990 -79318 14 118114 Sec 751 Gain on Sale of Ptshp 525990 624 INTEREST INCOME FROM MORTGAGE RECEIVABLE 14 52497 -74975 325186 250211 false false false false false false false false false false X X 1 Chao Family Foundation 10300 W Charleston Blvd STE 13-488 Las Vegas NV 891355008 25000 X 2 Chen Rita 55 Walls Drive 3rd Fl Fairfield CT 06824 10000 X 3 Edward Charles Foundation 269 South Beverly Drive STE 338 Beverly Hills CA 902123851 250000 X 4 Kim Eric 55 Walls Drive 3rd Fl Fairfield CT 06824 5000 X 5 Lin Jeremy 55 Walls Drive 3rd Fl Fairfield CT 06824 198115 X 6 McCall James 55 Walls Drive 3rd Fl Fairfield CT 06824 5000 X 7 NBPA Foundation 1133 Avenue of the Americas New York NY 10036 15000 X 8 Rechnitz Steve 55 Walls Drive 3rd Fl Fairfield CT 06824 40000 X 9 The Asian American Foundation PO Box 21749 Washington DC 200099749 250000 X 10 The Chinese Canadian Youth Athletic 101 Town Center Blvd Markham CA L3R 9W3 18388 X 11 Joshua Lin 3790 El Camino Real 194 Palo Alto CA 94306 15000 X 5 VANGUARD TOTAL STOCK MARKET ETF VTI, 950 sh. 192698 2022-12-02 5 Palantir Technologies Inc PLTR, 710 sh. 5417 2022-12-02 Audit Fees 11000 11000 PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $51,639 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $3,719 TOTAL PART I, LINE 6A: $55,358 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $829,555 BOOK BASIS: $809,258 NET GAIN/(LOSS): $20,297 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $31,966 SECTION 751 GAIN ON SALE OF PTSHP RECLASS NET GAIN/(LOSS): $(624) Part XII, Line 7 (990-PF) Part XII, Line 7 (990-PF) Jeremy Lin Foundation (the "Foundation") received a grant of $25,000 in the taxable year ending December 31, 2022 from Chao Family Foundation, a private non-operating foundation. As reported in Part XII, Line 7, the Foundation is treating $25,000 of its 2022 qualifying distributions in excess of the immediately preceding tax year's undistributed income as distributions out of corpus as required by Internal Revenue Code Section 4942(g)(3) and Treasury Regulations Section 53.4942(a)-3(c)(2). Additionally, as required, the Foundation has no remaining undistributed income for 2022. FORM 990-PF FORM 990-PF SAF III (NON-US FEEDER),LP has provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. APPLE INC - 1.650% - 05/11/203 19391 17249 BANK OF AMERICA - 3.950% - 04/ 38876 36036 CITIGROUP INC SUB NT - 3.500% 38722 36821 COMCAST CORP - 3.700% - 04/15/ 37021 33494 DISNEY WALT CO - 1.750% - 01/1 37630 33901 EL PASO PIPELINE - 4.300% - 05 41390 40484 ENERGY TRANSFER OPERATING LP - 35834 33559 GREAT LAKES WAT - 1.654% - 07/ 45334 41661 MITSUBISHI FIN. GROUP INC - 0. 31183 31011 MORGAN STANLEY - 4.100% - 05/2 35436 33875 NEW YORK NEW Y C - 1.890% - 05 43505 42388 ROYAL BANK OF CANADA - 2.550% 35029 33737 SCHWAB CHARLES CORP NOTE CALL 19331 15505 BRAMSHILL INCOME PERFORMANCE F 163825 155216 INVESCO QQQ TRUST 199377 346164 ISHARES GOLD TR 294270 349359 LOGISTICS INNOV TECH- WARRANTS 1673 100 LOGISTICS INNOV TECH- CORP 88887 89940 VANGUARD FTSE DEVELOPED MARKET 687997 663126 VANGUARD FTSE EMERGING MARKETS 352380 336397 VANGUARD TOTAL STOCK MARKET ET 1007794 1186908 1166361 1062253 ADVANCE TRADE GROWTH OFFSHORE 8929 25178 BREVET DIRECT LENDING SHOR 759479 898202 CAPROCK IMPACT PARTNERS I, L.P 76039 86080 CIM ENTERPRISE LOAN FUND L.P 247565 248128 COLUMBIA PACIFIC 2016 ACQUISIT 206265 108428 GOODWATER CAPITAL IV LP 103270 112222 GREENBACKER RENEWABLE ENRGY CO 384855 507007 KAIROS CREDIT STRATEGIES REIT 199943 199087 KEYSTONE REAL ESTATE LENDING F 681723 670000 KIMPACT EVERGREEN REAL ESTATE 628005 LEGACY VENTURE X, LLC 105694 110241 MARATHON DISTRESSED CREDIT FUN 257168 239772 REACH III, LP 103271 119477 REDWOOD-KAIROS RE VALUE FND VI 98738 187047 REDWOOD-KAIROS REAL ESTATE VAL 79922 172670 SAF III (NON-US FEEDER), LP 253565 237466 SOVEREIGN'S CAPITAL III, LP 178162 242856 TCG PRIVATE SELECT PARTNERS II 239497 361768 TCG PRIVATE SELECT PARTNERS II 309947 395225 TRILINC GLOBAL IMPACT FUND LLC 95200 68587 General Consultations 640 640 Administrative Fees 41133 41133 Bank Charges 360 360 Computers/Electronic Devices 1367 1367 Indemnification Insurance 3520 3520 K-1 Exp BREVET DIRECT LENDING 1352 461 K-1 Exp CAPROCK IMPACT PARTNER 4989 4989 K-1 Exp CIM ENTERPRISE LOAN FU 70 70 K-1 Exp COLUMBIA PACIFIC 2016 4368 4368 K-1 Exp GOODWATER CAPITAL IV L 7158 7158 K-1 Exp GREENBACKER RENEWABLE 870 870 K-1 Exp KEYSTONE REAL ESTATE L 1536 1536 K-1 Exp KIMPACT EVERGREEN REAL 104 104 K-1 Exp LEGACY VENTURE X, LLC 6261 6260 K-1 Exp MARATHON DISTRESSED CR 4753 4569 K-1 Exp REACH III, LP 6744 6027 K-1 Exp REDWOOD-KAIROS REAL ES 162 25 K-1 Exp SAF III (NON-US FEEDER 109 109 K-1 Exp SOVEREIGN'S CAPITAL II 7168 7168 K-1 Exp TCG PRIVATE SELECT PAR 4944 4833 K-1 Exp TCG PRIVATE SELECT PAR 8003 7959 DONATION PROCESSING FEES 2091 2091 Postage/Delivery Service 13 13 State or Local Filing Fees 3460 3460 TRAINING & PROF DEVELOPMENT 4515 4515 REGISTERED AGENT FEE 198 198 K-1 Inc/Loss BREVET DIRECT LENDING - SHORT DURA 29909 42783 K-1 Inc/Loss CAPROCK IMPACT PARTNERS I, L.P -5535 -5595 K-1 Inc/Loss CIM ENTERPRISE LOAN FUND L.P 4574 4574 K-1 INC/LOSS COLUMBIA PACIFIC 2016 ACQU -6131 190 K-1 Inc/Loss GOODWATER CAPITAL IV LP 86 86 K-1 Inc/Loss GREENBACKER RENEWABLE ENRGY CO LLC 7 7 K-1 Inc/Loss KEYSTONE REAL ESTATE LENDING FUND, L 38325 38325 K-1 Inc/Loss KIMPACT EVERGREEN REAL ESTATE INV FD -182 1314 K-1 Inc/Loss LEGACY VENTURE X, LLC 111 64 K-1 Inc/Loss MARATHON DISTRESSED CREDIT FUND, L.P 19599 17469 K-1 Inc/Loss REDWOOD-KAIROS RE VALUE FND VIII -53002 -1483 K-1 Inc/Loss REDWOOD-KAIROS REAL ESTATE VALUE FUN -13033 -2072 K-1 Inc/Loss SAF III (NON-US FEEDER), LP 4662 4662 K-1 Inc/Loss SOVEREIGN'S CAPITAL III, LP 10463 10328 K-1 Inc/Loss TCG PRVT SELECT PART II, L.P 2730 669 K-1 Inc/Loss TCG PRVT SELECT PART III, LP 1529 2027 K-1 Inc/Loss TRILINC GLOBAL IMPACT FUND LLC 4684 4684 Interest income from mortgage receivable 52497 52497 Sec 751 Gain on Sale TCG PRIVATE SELECT PARTNERS I 624 Investment Management Services 41403 41403 Edward Charles Foundation 269 South Beverly Drive STE 338 Beverly Hills CA 902123851 The Asian American Foundation PO Box 21749 Washington DC 200099749 990-PF Estimated Tax for 2022 3500 990-PF Extension for 2021 1200 990-T Income Tax for 2021 1035 Foreign Tax Paid 1344 1344 IRS MISCELLANEOUS FEE 58