Nonprofit · EIN 45-5413079
TAN FAMILY EDUCATION FOUNDATION
Tax-exempt · LINCOLN, MA 01773
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $618,811 | $586,430 | $32,381 | $9,545,005 | $0 | $9,545,005 |
| December 31, 2024 | 990-PF | $1,283,334 | $653,976 | $629,358 | $9,512,624 | $0 | $9,512,624 |
| December 31, 2023 | 990-PF | $705,462 | $535,682 | $169,780 | $8,882,783 | $0 | $8,882,783 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $168,970
- Net gain from sales of assets
- $449,841
Expenses
- Grants and similar amounts paid
- $501,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $501,500
- Excise tax on investment income
- $7,755
Balance sheet and other
- Total assets, start of year
- $9,512,624
- Total assets, end of year
- $9,545,005
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,545,005
- Fair market value of assets
- $14,587,998
- Qualifying distributions
- $501,500
- Net investment income
- $618,811
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KWANG TAN 8515 COSTA VERDE BLVD, SAN DIEGO, CA 92122 | TRUSTEE | 1 | $0 |
| CATHERINE T CHAN 3 PARTRIDGE LANE, LINCOLN, MA 01733 | TRUSTEE | 1 | $0 |
| LARRY TAN 11790 RIDGE CREEK CT, CUPERTINO, CA 95014 | TRUSTEE | 1 | $0 |
| IRENE YEN 484 63RD STREET, OAKLAND, CA 94609 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KWANG TAN 8515 COSTA VERDE BLVD, SAN DIEGO, CA 92122 | TRUSTEE | 1 | $0 |
| CATHERINE T CHAN 3 PARTRIDGE LANE, LINCOLN, MA 01733 | TRUSTEE | 1 | $0 |
| LARRY TAN 11790 RIDGE CREEK CT, CUPERTINO, CA 95014 | TRUSTEE | 1 | $0 |
| IRENE YEN 484 63RD STREET, OAKLAND, CA 94609 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KWANG TAN 8515 COSTA VERDE BLVD, SAN DIEGO, CA 92122 | TRUSTEE | 1 | $0 |
| CATHERINE T CHAN 3 PARTRIDGE LANE, LINCOLN, MA 01733 | TRUSTEE | 1 | $0 |
| LARRY TAN 11790 RIDGE CREEK CT, CUPERTINO, CA 95014 | TRUSTEE | 1 | $0 |
| IRENE YEN 484 63RD STREET, OAKLAND, CA 94609 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3 PARTRIDGE LN, LINCOLN, MA 01773-1803
- Signed the 990-PF
- CATHERINE T CHAN, TRUSTEE
- Phone
- (617) 968-7049
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-5413079
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $9,545,005
- Income (IRS master file)
- $3,876,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $618,811 | $586,430 | $9,545,005 | IRS |
| 990-PF | December 2024 | $1,283,334 | $653,976 | $9,512,624 | XML |
| 990-PF | December 2023 | $705,462 | $535,682 | $8,882,783 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-5413079).
Questions about TAN FAMILY EDUCATION FOUNDATION
- What is the EIN of TAN FAMILY EDUCATION FOUNDATION?
- The employer identification number (EIN) of TAN FAMILY EDUCATION FOUNDATION is 45-5413079.
- Is TAN FAMILY EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to TAN FAMILY EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TAN FAMILY EDUCATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TAN FAMILY EDUCATION FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TAN FAMILY EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of TAN FAMILY EDUCATION FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does TAN FAMILY EDUCATION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $618,811, expenses of $586,430 and total assets of $9,545,005 at year end.
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