The Tan Family Foundation

Nonprofit profile at a glance

EIN
852561802
IRS 990-PF coverage
2020–2025
Forms available
Form 990-PF 2025
Location
Sun Valley, CA, USA
Phone
8187671000
Rating
62
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$92,363
Expenses
$92,378

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

The Tan Family Foundation is a nonprofit. Location: Sun Valley, CA. EIN 852561802. Tax year 2025 Form 990-PF reports $92.4K revenue and $92.4K expenses.

What it reported funding in 2025

The foundation reported 6 grants totaling $76,770. The stated grant purposes included education, child services, and homelessness.

Operating model

Revenue model
Investment-supported. 99% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.

The verdict

SUPPORTED - The filing identifies who received its grants and the filed numbers largely add up. No material rating questions were generated from the available inputs.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 83
  • Transparency: 100
  • Compliance: 94
  • Endowment Health: 70

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 83.1%; rating input score 83; 61st percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 17 of 19 controls in place; rating input score 89
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Missing
    • Uncorrected prior-year jeopardizing investments: Missing
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 20; rating input score 70; 70th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: Filed payout detail
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 70th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.