TONG & DANIELLE FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TONG & DANIELLE FAMILY FOUNDATION (EIN 27-4205986)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-01-31
- IRS object ID
- 201830319349100228
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-31T15:51:37-08:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eric Zhang & Associates LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 Hillview Court 180 | AddressLine1Txt |
| City | Milpitas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274205986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONG & DANIELLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TONG | BusinessNameControlTxt |
| Phone | 5103861943 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1263 FARRAGUT DR | AddressLine1Txt |
| City | FREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94539 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELLE SUN | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2018-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ZHANG CPA | PreparerPersonNm |
| PTIN | P00548506 | PTIN |
| Phone | 4084358828 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $201,741 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,416 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $5,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,416 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $489 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $375 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $114 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,814 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,814 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,978 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,785 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,785 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,138 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,041 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,140 | CashBOYAmt |
| Cash EOY | $5,010 | CashEOYAmt |
| Cash EOYFMV | $5,010 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,719 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,941 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,941 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $110,362 | CorporateStockBOYAmt |
| Corporate Stock EOY | $119,557 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $160,790 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,867 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,867 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $164,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,508 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $201,741 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,206 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,215 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,206 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,215 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $75,157 | CapitalStockBOYAmt |
| Capital Stock EOY | $75,157 | CapitalStockEOYAmt |
| Retained Earning BOY | $87,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $84,136 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $163,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $159,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $164,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,508 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $163,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,722 | ExcessRevenueOverExpensesAmt |
| Subtotal | $159,293 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $159,293 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $101 | SubtotalAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $101 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONG JIANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5103861943 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1263 FARRAGUT DR | AddressLine1Txt |
| City | FREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TONG JIANG | ||||||
| 1263 FARRAGUT DR | FREMONT | CA | 94539 | President | 5.00 | $0 |
| DANIELLE SUN | ||||||
| 1263 FARRAGUT DR | FREMONT | CA | 94539 | Secretary | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $143,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,157 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $190,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $190,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,855 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $187,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101 | TotalTaxAmt |
| Distributable Before Adj | $9,275 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,275 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,763 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,763 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $8,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,275 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $3,416 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $3,416 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,763 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,763 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $512 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $512 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,904 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,904 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,904 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TONG JIANG | ContributingManagerNm |
| Contributing Manager | DANIELLE SUN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LOYOLA UNIVERSITY CHICAGO | |||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | N/A | PC | DONATION | $500 |
| Trustees of the University of Penns | |||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | N/A | PC | DONATION | $500 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST | EVANSTON | IL | 60208 | N/A | PC | DONATION | $500 |
| MISSION SAN JOSE HIGH SCHOOL | |||||||
| 41717 PALM AVE | FREMONT | CA | 94539 | N/A | PC | DONATION | $85 |
| THE UNITED STATES MISSION | |||||||
| 420 S 5th St | SAN JOSE | CA | 95112 | N/A | PC | DONATION | $100 |
| MASSACHUSETTS INSTITUTE OF TECHNOLO | |||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | N/A | PC | DONATION | $2,000 |
| HACK4IMPACT | |||||||
| 101 S 39TH ST APT G302 | PHILADELPHIA | PA | 19104 | N/A | PC | DONATION | $2,000 |
| OAK RIDGE HIGH SCHOOL MUSIC BOOSTER | |||||||
| 1120 HARVARD WAY | EL DORADO HILLS | CA | 95762 | N/A | PC | DONATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,785 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,416 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,416 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,416 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $5,867 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,867 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AUTO EXPENSE | $3 | $3 |
| BANK CHARGES | $30 | $30 |
| FILING EXPENSE | $180 | $180 |
| MEALS | $37 | $37 |
| OFFICE EXPENSE | $1,338 | $1,338 |
| POSTAGE EXPENSE | $112 | $112 |
| SUPPLIES EXPENSE | $114 | $114 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS EXCISE TAX | $375 | $375 | |
| IRS INTEREST | $114 | $114 |
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