BETA

TRAN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
TRAN FAMILY FOUNDATION (EIN 20-4526192)
Tax period
2025-03-01 to 2026-02-28
Filed
2026-06-18
IRS object ID
202601699349100505
Schema version
2025v4.0
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)
Return2026-06-18T13:53:24-04:00ReturnTs
Tax Period End2026-02-28TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263747666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1H & H CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 SARATOGA AVE 310AddressLine1Txt
CitySANTA CLARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP950517337ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204526192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRANBusinessNameControlTxt
Phone6508158821PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1852 EMBARCADERO ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHING-ING CHANGPersonNm
Person TitleCEOPersonTitleTxt
Phone6508158821PhoneNum
Signature2026-06-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES S HAN CPAPreparerPersonNm
PTINP00895051PTIN
Phone4082465090PhoneNum
Preparation2026-06-18PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$113,734FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,818DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,818DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,818DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$24,579NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,380GrossSalesPriceAmt
Other Income Rev And Expnss$4,525OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,525OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$4,525OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$31,922TotalRevAndExpnssAmt
Total Net Invst Incm$7,343TotalNetInvstIncmAmt
Total Adj Net Incm$7,343TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$86TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$86TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$19DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$2,373OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,373OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,478TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,459TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,478TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,459TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$556ExcessRevenueOverExpensesAmt
Net Investment Income$7,343NetInvestmentIncomeAmt
Adjusted Net Income$7,343AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$114,241CorporateStockBOYAmt
Corporate Stock EOY$113,704CorporateStockEOYAmt
Corporate Stock EOYFMV$113,704CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$11,840LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,810LandBldgEquipAccumDeprecAmt
Land BOY$49LandBOYAmt
Land EOY$30LandEOYAmt
Land EOYFMV$30LandEOYFMVAmt
Total Assets BOY$114,290TotalAssetsBOYAmt
Total Assets EOY$113,734TotalAssetsEOYAmt
Total Assets EOYFMV$113,734TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$114,290RetainedEarningBOYAmt
Retained Earning EOY$113,734RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$114,290TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$113,734TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$114,290TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$113,734TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$114,290TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$556ExcessRevenueOverExpensesAmt
Subtotal$113,734SubtotalAmt
Tot Net Ast Or Fund Balances EOY$113,734TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$102InvestmentIncomeExciseTaxAmt
Subtotal$102SubtotalAmt
Tax Based On Investment Income$102TaxBasedOnInvestmentIncomeAmt
Tax Due$102TaxDueAmt

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
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
Individual With BooksCHING-ING CHANGIndividualWithBooksNm
Phone6504731688PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1852 EMBARCHDERO ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHING-ING CHANGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1852 EMBARCADERO ROADAddressLine1Txt
Address Line2850 EMBARCADERO ROADAddressLine2Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd
FieldValueIRS element (for citing)
TitleCEOTitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$383,965AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$383,965TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$383,965AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,759CashDeemedCharitableAmt
Net Vl Noncharitable Assets$378,206NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,910MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,910MinimumInvestmentReturnAmt
Tax Based On Investment Income$102TaxBasedOnInvestmentIncomeAmt
Total Tax$102TotalTaxAmt
Distributable Before Adj$18,808DistributableBeforeAdjAmt
Distributable Before Ded$18,808DistributableBeforeDedAmt
Distributable As Adjusted$18,808DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,459ExpensesAndContributionsAmt
Qualifying Distributions$32,459QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,808DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$348ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$5,971ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$6,319TotalExcessDistributionCyovAmt
Qualifying Distributions$32,459QualifyingDistributionsAmt
Applied To Current Year$18,808AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,651RemainingDistriFromCorpusAmt
Total Corpus$19,970TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$19,970ExcessDistriCyovToNextYrAmt
Excess From Year4$348ExcessFromYear4Amt
Excess From Year2$5,971ExcessFromYear2Amt
Excess From Current Year$13,651ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOS COMMUNITY SERVICES
101 S HURON STYPSILANTIMI48197EIN: 38-2037588PCCHARITABLE CONTRIBUTION$1,000
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVESAN JOSECA95125EIN: 94-2614101PCCHARITABLE CONTRIBUTION$1,000
PENINSULA OPEN SPACE TRUST
222 HIGH STREETPALO ALTOCA94301EIN: 94-2392007PCCHARITABLE CONTRIBUTION$1,000
SF UNIV FOUNDATION - SCHOLARSHIP
1600 HOLLOWAY AVESAN FRANCISCOCA94132EIN: 26-1169717PCCHARITABLE CONTRIBUTION$25,000
SF STATE ENDOWED SCHOLARSHIP
1600 HOLLOWAY AVESAN FRANCISCOCA94132EIN: 94-1384645PCCHARITABLE CONTRIBUTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,818RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,525RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$24,579RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,922RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,922TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX RETURNS PREP FEES$1,000$1,000
1000

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
APPLE MACBOOK2006-03-01$2,497$2,497200DB5.0000
MAINGEAR COMPUTER2010-03-01$1,251$1,251200DB5.0000
OFFICE CHAIRS2016-02-29$2,360$2,360200DB7.0000
IPAD2016-05-19$710$710200DB5.0000
COMPUTER2018-01-01$1,948$1,948200DB5.0000
MONITOR2018-05-16$388$388200DB5.0000
MONITOR2018-08-14$370$370200DB5.0000
COMPUTER2018-10-09$1,200$1,200200DB5.0000
MONITOR2020-11-27$397$397200DB5.0000
IPAD2023-02-20$719$670200DB5.0000$19

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
Asset500 SHARES OF PAYPAL STOCKAssetDesc
Acquired2000-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2026-01SoldDt
Gross Sales Price$28,380GrossSalesPriceAmt
Basis$3,801BasisAmt
Total Net$24,579TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$113,704EOYBookValueAmt
EOYFMV$113,704EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemCOMPUTERCategoryOrItemTxt
Cost Or Other Basis$11,840CostOrOtherBasisAmt
Accumulated Depreciation$11,810AccumulatedDepreciationAmt
Book Value$30BookValueAmt
EOYFMV$30EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
DUES & SUBSCRIPTIONS
OFFICE SUPPLIES$1,688$1,688
BANK FEES$8$8
POSTAGE$23$23
TELEPHONE$654$654

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGAIN ON INVESTMENTDesc
Revenue And Expenses Per Books$4,525RevenueAndExpensesPerBooksAmt
Net Investment Income$4,525NetInvestmentIncomeAmt
Adjusted Net Income$4,525AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLOAN FROM OFFICERSDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAXES
FEDERAL INCOME TAX$41$41
ATTORNEY GENERAL'S REGISTRY$25$25
CA STATEMENT OF INFORMATION$20$20

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