TONG & DANIELLE FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: TONG & DANIELLE FAMILY FOUNDATION (EIN 27-4205986)
Tax period: 2011-12-01 to 2012-11-30
Filed: 2013-04-12
IRS object ID: 201331039349100103
Schema version: 2011v1.5
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
Depreciation Schedule
Land Etc Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-04-12T10:56:55-07:00	Timestamp
Tax Period End Date	2012-11-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Jimmy J Chen & Associates Inc	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1582 Centre Pointe Drive	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	2011-12-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	274205986	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	TONG & DANIELLE FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	TONG	NameControl
Phone	5103861943	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1263 FARRAGUT DR	AddressLine1
City	FREMONT	City
State	CA	State
ZIP Code	94539	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	TONG JIANG	Name
Title	CEO	Title
Date Signed	2013-04-12	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Jimmy J Chen CPA	Name
Phone	4084358828	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	89396	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	1299	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	3957	DividendsRevAndExpnss
Dividends Net Invst Incm	3957	DividendsNetInvstIncm
Dividends Adj Net Incm	3957	DividendsAdjNetIncm
Total Revenue And Expenses	5256	TotalRevenueAndExpenses
Total Net Investment Income	3957	TotalNetInvestmentIncome
Total Adjusted Net Income	3957	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	965	AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps	965	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	992	TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps	992	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	966	DeprecAndDepletionRevAndExpnss
Trav Conf Meeting Rev And Expnss	216	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	216	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	90	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	90	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	3229	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	2263	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	4229	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	3263	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	1027	ExcessOfRevenueOverExpenses
Net Investment Income	3957	NetInvestmentIncome
Adjusted Net Income	3957	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1714	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	3707	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	3707	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	66215	InvestmentsCorpStockBOY
Investments Corp Stock EOY	66215	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	85689	InvestmentsCorpStockEOYFMV
Land Building And Equipment Basis	3145	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	1449	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	2662	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	1696	LandBuildingAndEquipmentEOY
Total Assets BOY	70591	TotalAssetsBOY
Total Assets EOY	71618	TotalAssetsEOY
Total Assets EOYFMV	89396	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	28354	CapitalStockBOY
Capital Stock EOY	29653	CapitalStockEOY
Retained Earnings BOY	42237	RetainedEarningsBOY
Retained Earnings EOY	41965	RetainedEarningsEOY
Total Net Assets BOY	70591	TotalNetAssetsBOY
Total Net Assets EOY	71618	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	70591	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	71618	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	70591	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	1027	ExcessOfRevenueOverExpenses
Subtotal	71618	Subtotal
Total Net Assets Fund Balances EOY	71618	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	79	InvestmentIncomeExciseTax
Subtotal	79	Subtotal
Tax Based On Investment Income	79	TaxBasedOnInvestmentIncome
Tax Due	79	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	false	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	TONG JIANG	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	5103861943	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1263 FARRAGUT DR	AddressLine1
City	FREMONT	City
State	CA	State
ZIP Code	94539	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
DANIELLE SUN
1263 FARRAGUT DR	FREMONT	CA	94539	Secretary	1.00	0
TONG JIANG
1263 FARRAGUT DR	FREMONT	CA	94539	President & CEO	1.00	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	84893	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	2506	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	87399	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	87399	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1311	CashDeemedCharitable
Net Noncharitable Assets	86088	NetNoncharitableAssets
Minimum Investment Return	4304	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	4304	MinimumInvestmentReturn
Tax Based On Investment Income	79	TaxBasedOnInvestmentIncome
Total Tax	79	TotalTax
Distributable Amount Before Adj	4225	DistributableAmountBeforeAdj
Distributable Amount Before Ded	4225	DistributableAmountBeforeDed
Distributable Amount As Adjusted	4225	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	3263	ExpensesAndContributions
Qualifying Distributions	3263	QualifyingDistributions
Adj Qualifying Distributions	3263	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	4225	DistributableAmountAsAdjusted
Excess Distri Carryover Year1	4577	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	4577	TotalExcessDistriCarryover
Qualifying Distributions	3263	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	3263	AppliedToCurrentYear
Excess Distri Cyov App CY Corpus	962	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	962	ExcessDistriCyovAppliedCY
Total Corpus	3615	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	3615	ExcessDistriCyovToNextYear
Excess From Year1	3615	ExcessFromYear1

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	DANIELLE SUN	ContributingManager
Contributing Manager	TONG JIANG	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Field	Value	IRS element (for citing)
Recipient Person Name	DOXA	RecipientPersonName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	3605 84TH AVE SE	AddressLine1
City	MERCER ISLAND	City
State	WA	State
ZIP Code	98040	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationship
Recipient Foundation Status	501(c)	RecipientFoundationStatus
Purpose Of Grant Or Contribution	CHARITY	PurposeOfGrantOrContribution
Amount	$1,000	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	3957	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	3957	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	3957	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEE	Category
Amount	$965	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	965	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (2 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense
PRINTER	2011-06-01	620	62	91	5.0000	124
COMPUTER	2011-06-01	2525	421	91	3.0000	842

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

Field	Value	IRS element (for citing)
Category Or Item	Machinery and Equipment	CategoryOrItem
Cost Or Other Basis	3145	CostOrOtherBasis
Accumulated Depreciation	1449	AccumulatedDepreciation
Book Value	1696	BookValue

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
TRAINING EXPENSE	70	70
POSTAGE FEE	20	20

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps
IRS	$957	957
GENERAL ATTORNEY	$25	25
FTB	$10	10

TONG & DANIELLE FAMILY FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (2 entries)

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments