BETA

TRAN FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
TRAN FAMILY FOUNDATION (EIN 20-4526192)
Tax period
2013-03-01 to 2014-02-28
Filed
2014-07-08
IRS object ID
201421899349100207
Schema version
2013v3.1
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)
Return2014-07-08T11:55:56-05:00ReturnTs
Tax Period End2014-02-28TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263747666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1H & H CPASBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14300 STEVENS CREEK BLVD 225AddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95129ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204526192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRAN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlTRANBusinessNameControlTxt
Phone6504731688PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1852 EMBARCADERO ROADAddressLine1
CityPALO ALTOCity
StateCAState
ZIP Code94303ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNHON THU TRANPersonNm
Person TitleCEOPersonTitleTxt
Phone6504731688PhoneNum
Signature2014-07-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES S HAN CPAPreparerPersonNm
PTINP00895051PTIN
Phone4082465090PhoneNum
Preparation2014-07-08PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$279,209FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$27,430ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$5,841DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,841DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,841DividendsAdjNetIncmAmt
Other Income Rev And Expnss$8,113OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,113OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$8,113OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$41,384TotalRevAndExpnssAmt
Total Net Invst Incm$13,954TotalNetInvstIncmAmt
Total Adj Net Incm$13,954TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$556TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$556TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$72DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$4,441OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,441OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,569TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,497TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,569TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,497TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$35,815ExcessRevenueOverExpensesAmt
Net Investment Income$13,954NetInvestmentIncomeAmt
Adjusted Net Income$13,954AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,801CashBOYAmt
Cash EOY$13,335CashEOYAmt
Cash EOYFMV$13,335CashEOYFMVAmt
Corporate Stock BOY$58,030CorporateStockBOYAmt
Corporate Stock EOY$85,383CorporateStockEOYAmt
Corporate Stock EOYFMV$265,874CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,748LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,640LandBldgEquipAccumDeprecAmt
Land BOY$180LandBOYAmt
Land EOY$108LandEOYAmt
Total Assets BOY$63,011TotalAssetsBOYAmt
Total Assets EOY$98,826TotalAssetsEOYAmt
Total Assets EOYFMV$279,209TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,431CapitalStockBOYAmt
Capital Stock EOY$2,431CapitalStockEOYAmt
Retained Earning BOY$60,580RetainedEarningBOYAmt
Retained Earning EOY$96,395RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$63,011TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$98,826TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,011TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$98,826TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,011TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$35,815ExcessRevenueOverExpensesAmt
Subtotal$98,826SubtotalAmt
Tot Net Ast Or Fund Balances EOY$98,826TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,464AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$5,253AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$5,606AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$101,825NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055055DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,428AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$66,690NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.036407DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,594AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$59,827NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.026643DistributionYr5Rt
Total Distribution0.118105TotalDistributionRt
Average Distribution0.039368AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$140NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$140AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,497QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$140InvestmentIncomeExciseTaxAmt
Subtotal$140SubtotalAmt
Tax Based On Investment Income$140TaxBasedOnInvestmentIncomeAmt
Tax Due$140TaxDueAmt

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 ROADAddressLine1
CityPALO ALTOCity
StateCAState
ZIP Code94303ZIPCode
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Address Line2USAddress/AddressLine2CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NHON THU TRAN
852 EMBARCADERO ROAD852 EMBARCADERO ROADPALO ALTOCA94303CEO1.00$0$0$0
CHING-ING CHANG
852 EMBARCADERO ROAD850 EMBARCADERO ROADPALO ALTOCA94303SECRETARY1.00$0$0$0
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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$140TaxBasedOnInvestmentIncomeAmt
Total Tax$140TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,497ExpensesAndContributionsAmt
Qualifying Distributions$5,497QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$140PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,357AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$1,322ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,262ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,965ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,549TotalExcessDistributionCyovAmt
Qualifying Distributions$5,497QualifyingDistributionsAmt
Remaining Distri From Corpus$5,497RemainingDistriFromCorpusAmt
Total Corpus$18,046TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$18,046ExcessDistriCyovToNextYrAmt
Excess From Year3$1,322ExcessFromYear3Amt
Excess From Year2$5,262ExcessFromYear2Amt
Excess From Year1$5,965ExcessFromYear1Amt
Excess From Current Year$5,497ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,841RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,113RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,954RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,954TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonNHON THU TRANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1852 EMBARCADERO ROADAddressLine1
CityPALO ALTOCity
StateCAState
ZIP Code94303ZIPCode
FieldValueIRS element (for citing)
Total Contributions$27,430TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURNS PREP FEESCategoryTxt
Amt$500Amt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

NHON THU TRAN
CHING-ING CHANG

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 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$1,071200DB5.0000$72

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$85,383EOYBookValueAmt
EOYFMV$265,874EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemCOMPUTERCategoryOrItemTxt
Cost Or Other Basis$3,748CostOrOtherBasisAmt
Accumulated Depreciation$3,640AccumulatedDepreciationAmt
Book Value$108BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
DUE AND SUBSCRIPTIONS
OFFICE SUPPLIES$38$38
WEB HOSTING$30$30
INTERNET$423$423
BANK FEES$45$45
POSTAGE$5$5
CHARITABLE CONTRIBUTION$3,900$3,900

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGAIN ON INVESTMENTDesc
Revenue And Expenses Per Books$8,113RevenueAndExpensesPerBooksAmt
Net Investment Income$8,113NetInvestmentIncomeAmt
Adjusted Net Income$8,113AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CA INCOME TAX$10$10
FEDERAL INCOME TAX$501$501
ATTORNEY GENERAL'S REGISTRY$25$25
CA STATEMENT OF INFORMATION$20$20

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