TONG & DANIELLE FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TONG & DANIELLE FAMILY FOUNDATION (EIN 27-4205986)
Tax period
2014-12-01 to 2015-11-30
Filed
2016-10-14
IRS object ID
201622889349100312
Schema version
2014v6.0
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)
Return2016-10-14T11:53:29-07:00ReturnTs
Tax Period End2015-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Jimmy J Chen & Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1920 Hillview Court Suite 180AddressLine1Txt
CityMilpitasCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274205986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TONG & DANIELLE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTONGBusinessNameControlTxt
Phone5103861943PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11263 FARRAGUT DRAddressLine1Txt
CityFREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94539ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIELLE SUNPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2016-10-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIMMY J CHENPreparerPersonNm
PTINP01715847PTIN
Phone4084358828PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$180,478FMVAssetsEOYAmt
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$5,370DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,370DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,370DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,421NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$31,216GrossSalesPriceAmt
Other Income Rev And Expnss$676OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$4,625TotalRevAndExpnssAmt
Total Net Invst Incm$5,370TotalNetInvstIncmAmt
Total Adj Net Incm$5,370TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$965LegalFeesRevAndExpnssAmt
Legal Fees Adj Net Incm$965LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$965LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$164TaxesRevAndExpnssAmt
Taxes Adj Net Incm$164TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$164TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,451DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm$1,451DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$44OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$44OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$44OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$44OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,624TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$44TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,624TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,173TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,624TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$44TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,624TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,173TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,999ExcessRevenueOverExpensesAmt
Net Investment Income$5,326NetInvestmentIncomeAmt
Adjusted Net Income$2,746AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$18,290SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,263SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,263SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$144,201CorporateStockBOYAmt
Corporate Stock EOY$142,125CorporateStockEOYAmt
Corporate Stock EOYFMV$163,834CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,867LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,486LandBldgEquipAccumDeprecAmt
Land BOY$2,832LandBOYAmt
Land EOY$1,381LandEOYAmt
Land EOYFMV$1,381LandEOYFMVAmt
Total Assets BOY$165,323TotalAssetsBOYAmt
Total Assets EOY$158,769TotalAssetsEOYAmt
Total Assets EOYFMV$180,478TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,654AccountsPayableBOYAmt
Accounts Payable EOY$1,099AccountsPayableEOYAmt
Total Liabilities BOY$4,654TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,099TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$75,157CapitalStockBOYAmt
Capital Stock EOY$75,157CapitalStockEOYAmt
Retained Earning BOY$85,512RetainedEarningBOYAmt
Retained Earning EOY$82,513RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$160,669TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$157,670TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$165,323TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$158,769TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$160,669TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,999ExcessRevenueOverExpensesAmt
Subtotal$157,670SubtotalAmt
Tot Net Ast Or Fund Balances EOY$157,670TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$1,421CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,421NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$107InvestmentIncomeExciseTaxAmt
Subtotal$107SubtotalAmt
Tax Based On Investment Income$107TaxBasedOnInvestmentIncomeAmt
Tax Due$107TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TONG JIANGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5103861943PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11263 FARRAGUT DRAddressLine1Txt
CityFREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94539ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TONG JIANG
1263 FARRAGUT DRFREMONTCA94539President5.00$0
DANIELLE SUN
1263 FARRAGUT DRFREMONTCA94539Secretary5.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$165,970AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,298AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$185,268TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$185,268AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,779CashDeemedCharitableAmt
Net Vl Noncharitable Assets$182,489NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,124MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,124MinimumInvestmentReturnAmt
Tax Based On Investment Income$107TaxBasedOnInvestmentIncomeAmt
Total Tax$107TotalTaxAmt
Distributable Before Adj$9,017DistributableBeforeAdjAmt
Distributable Before Ded$9,017DistributableBeforeDedAmt
Distributable As Adjusted$9,017DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,173ExpensesAndContributionsAmt
Qualifying Distributions$6,173QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,173AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,017DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$7,994ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,994TotalExcessDistributionCyovAmt
Qualifying Distributions$6,173QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,173AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,844ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,844ExcessDistributionCyovAppCYAmt
Total Corpus$5,150TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$5,150ExcessDistriCyovToNextYrAmt
Excess From Year1$5,150ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTONG JIANGContributingManagerNm
Contributing ManagerDANIELLE SUNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LOYOLA UNIVERSITY CHICAGO
820 N MICHIGAN AVECHICAGOIL60611N/A501(C)DONATION$1,000
ALAMEDA COUNTY LIBRARY FOUNDATION
2450 STEVENSON BLVDFREMONTCA94538N/A501(C)DONATION$500
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104N/A501(C)DONATION$500
NORTHWESTERN UNIVERSITY
1201 DAVIS STEVANSTONIL60208N/A501(C)DONATION$1,000
MISSION SAN JOSE HIGH SCHOOL
41717 PALM AVEFREMONTCA94539N/A501(C)DONATION$1,000
80-20 EDUCATIONAL FOUNDATION
5 FARM HOUSE ROADNEWARKDE19711N/A501(C)DONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,370RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$676RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$1,421RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,625RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,625TotalIncomeProducingActyAmt

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

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemAuto./Transportation Equip.CategoryOrItemTxt
Cost Or Other Basis$5,867CostOrOtherBasisAmt
Accumulated Depreciation$4,486AccumulatedDepreciationAmt
Book Value$1,381BookValueAmt
EOYFMV$1,381EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Legal Fees$965LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$965AdjustedNetIncomeAmt
Disbursements Charitable Prps$965DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$44RevenueAndExpensesPerBooksAmt
Net Investment Income$44NetInvestmentIncomeAmt
Adjusted Net Income$44AdjustedNetIncomeAmt
Disbursements Charitable Prps$44DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$676RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FTB$10$10$10
IRS$154$154$154

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