CHANG & TSENG FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHANG & TSENG FAMILY FOUNDATION (EIN 45-2882056)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-08-25
- IRS object ID
- 201302379349100100
- Schema version
- 2012v2.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-25T14:37:16-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABEST TAX SERVICES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1621A S MAIN ST | AddressLine1 |
| City | MILPITAS | City |
| State | CA | State |
| ZIP Code | 95035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452882056 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHANG & TSENG FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAN | NameControl |
| Phone | 4082605899 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DRIVE | AddressLine1 |
| City | CUPERTINO | City |
| State | CA | State |
| ZIP Code | 95014 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHIH CHANG CHANG | Name |
| Title | President & CEO | Title |
| Date Signed | 2013-08-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHUANG MAO | Name |
| PTIN | P00660082 | PTIN |
| Phone | 4083929977 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 519932 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 288412 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3821 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3821 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3821 | InterestOnSavingsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 163770 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 288184 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 163770 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 163770 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 456003 | TotalRevenueAndExpenses |
| Total Net Investment Income | 167591 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 167591 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 1245 | InterestRevAndExpnss |
| Interest Dsbrs Chrtbl Prps | 1245 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1791 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 1791 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 10259 | DeprecAndDepletionRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 39861 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 39861 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8204 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 8204 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 62060 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 51801 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 62260 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 52001 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 393743 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 167591 | NetInvestmentIncome |
| Adjusted Net Income | 167591 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 36660 | CashBOY |
| Cash EOY | 290434 | CashEOY |
| Cash EOYFMV | 290434 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 58284 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7886 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7886 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 48963 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 165344 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 158612 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 93721 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 10481 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 8638 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 83240 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 63000 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 152545 | TotalAssetsBOY |
| Total Assets EOY | 546904 | TotalAssetsEOY |
| Total Assets EOYFMV | 519932 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 3343 | AccountsPayableBOY |
| Accounts Payable EOY | 3959 | AccountsPayableEOY |
| Total Liabilities BOY | 3343 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3959 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 122572 | CapitalStockBOY |
| Capital Stock EOY | 410984 | CapitalStockEOY |
| Retained Earnings BOY | 26630 | RetainedEarningsBOY |
| Retained Earnings EOY | 131961 | RetainedEarningsEOY |
| Total Net Assets BOY | 149202 | TotalNetAssetsBOY |
| Total Net Assets EOY | 542945 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 152545 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 546904 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 149202 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 393743 | ExcessOfRevenueOverExpenses |
| Subtotal | 542945 | Subtotal |
| Total Net Assets Fund Balances EOY | 542945 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 472 SH APPLE INC | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2012-01-01 | DateAcquired |
| Date Sold | 2012-01-01 | DateSold |
| Gross Sales Price | 288184 | GrossSalesPrice |
| Cost Or Other Basis | 124414 | CostOrOtherBasis |
| Gain Or Loss | 163770 | GainOrLoss |
| Gains Minus Excess Or Losses | 163770 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 163770 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 163770 | NetShortTermCapitalGainOrLoss |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3352 | InvestmentIncomeExciseTax |
| Subtotal | 3352 | Subtotal |
| Tax Based On Investment Income | 3352 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 888 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 888 | TotalCreditsAndPayments |
| Tax Due | 2464 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIH CHANG CHANG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4082605899 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DRIVE | AddressLine1 |
| City | CUPERTINO | City |
| State | CA | State |
| ZIP Code | 95014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| YUAN NING TSENG | ||||||
| 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | Secretary & CFO | 2.00 | 0 |
| SHIH CHANG CHANG | ||||||
| 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | President & CEO | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 201324 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 304177 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 505501 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 505501 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7583 | CashDeemedCharitable |
| Net Noncharitable Assets | 497918 | NetNoncharitableAssets |
| Minimum Investment Return | 24896 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24896 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3352 | TaxBasedOnInvestmentIncome |
| Total Tax | 3352 | TotalTax |
| Distributable Amount Before Adj | 21544 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 21544 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 21544 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 52001 | ExpensesAndContributions |
| Amounts Paid Acq Charitable Assets | 84861 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 136862 | QualifyingDistributions |
| Adj Qualifying Distributions | 136862 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21544 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 20292 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 20292 | TotalExcessDistriCarryover |
| Qualifying Distributions | 136862 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 21544 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 115318 | RemainingDistriFromCorpus |
| Total Corpus | 135610 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 135610 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 20292 | ExcessFromYear1 |
| Excess From Current Year | 115318 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | YUAN NING TSENG | ContributingManager |
| Contributing Manager | SHIH CHANG CHANG | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | THE LAWSON MIDDLE SCHOOL | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 VISTA DRIVE | AddressLine1 |
| City | CUPERTINO | City |
| State | CA | State |
| ZIP Code | 95014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | DONATION | RecipientRelationship |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | TO EXCELLENCE AND STUDENT ACHIEVEMENT. THE SCHOOL IS COMMITTED TO EQUIPPING STUDENTS WITH THE TOOLS THEY NEED FOR ACADEMIC, PERSONAL AND SOCIAL ACHIEVEMENT. | PurposeOfGrantOrContribution |
| Amount | $200 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 200 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $3,821 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 163770 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,821 | ExclusionAmount |
| Related Or Exempt Function Income | 163770 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 167591 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 5 | SHIH CHANG CHANG | 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | 55197 | X | |
| 4 | SHIH CHANG CHANG | 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | 39793 | X | |
| 3 | SHIH CHANG CHANG | 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | 180235 | X | |
| 2 | SHIH CHANG CHANG | 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | 40801 | X | |
| 1 | SHIH CHANG CHANG YUAN NING TSENG | 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | 140000 | X |
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 5 | 79 SH APPLE STOCK TRADED ON NASDAQ | 55197 | 2012-09-20 |
| 4 | 60 SH APPLE STOCK TRADED ON NASDAQ | 39793 | 2012-08-24 |
| 3 | 272 SH APPLE STOCK TRADED ON NASDAQ | 180235 | 2012-08-23 |
| 2 | 61 SH APPLE STOCK TRADED ON NASDAQ | 40801 | 2012-08-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARE TAX RETURN | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (13 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | RateRate | Current Year ExpenseCurrentYearExpense | Prior Years DepreciationPriorYearsDepreciation |
|---|---|---|---|---|---|---|
| EQUIPMENT | 2013-02-24 | 381 | 54 | 0.1000 | 38 | |
| EQUIPMENT | 2013-02-06 | 3235 | 54 | 0.1000 | 324 | |
| EQUIPMENT | 2013-02-05 | 1387 | 54 | 0.1000 | 139 | |
| EQUIPMENT | 2013-01-18 | 594 | 54 | 0.1000 | 59 | |
| EQUIPMENT | 2012-12-31 | 1847 | 54 | 0.1000 | 185 | |
| EQUIPMENT | 2012-12-28 | 1432 | 54 | 0.1000 | 143 | |
| EQUIPMENT | 2012-12-25 | 3356 | 54 | 0.1000 | 336 | |
| PORSCHE | 2012-11-18 | 72229 | 54 | 0.1000 | 7223 | |
| PRINTER | 2012-09-01 | 400 | 54 | 0.1000 | 40 | |
| IMPROVEMENT | 2012-04-25 | 6000 | 54 | 0.2051 | 1200 | 150 |
| EQUIPMENT | 2012-06-08 | 250 | 54 | 0.2051 | 50 | 6 |
| EQUIPMENT | 2012-06-08 | 224 | 54 | 0.2051 | 45 | 6 |
| APPLE COMPUTER | 2012-06-21 | 2386 | 54 | 0.2051 | 477 | 60 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SCOTTRADE ACC#6800-0851 | NameOfStock |
| EOY Book Value | 165344 | EOYBookValue |
| EOYFMV | 158612 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| Improvements | 6000 | 1350 | 4650 | 3000 |
| Machinery and Equipment | 15492 | 1908 | 13584 | 10000 |
| Auto./Transportation Equip. | 72229 | 7223 | 65006 | 50000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| TELEPHONE EXPENSES | 1292 | 1292 |
| REPAIR EXPENSE | 220 | 220 |
| OFFICE SUPPLIES | 1910 | 1910 |
| MEALS AND ENTERTAINMENT | 1239 | 1239 |
| INSURANCE EXPENSE | 255 | 255 |
| GARDENING EXPENSES | 152 | 152 |
| FILING FEE | 60 | 60 |
| EDUCATION EXPENSE | 120 | 120 |
| BANK SERVICE CHARGE | 852 | 852 |
| AUTOMOBILE EXPENSE | 2104 | 2104 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | SHIH CHANG CHANG YUAN NING TSENG | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DRIVE | AddressLine1 |
| City | CUPERTINO | City |
| State | CA | State |
| ZIP Code | 95014 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | Category |
| Amount | $1,791 | Amount |
| Disbursements Charitable Prps | 1791 | DisbursementsCharitablePrps |
Comments