TRAN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TRAN FAMILY FOUNDATION (EIN 20-4526192)
- Tax period
- 2012-03-01 to 2013-02-28
- Filed
- 2013-06-14
- IRS object ID
- 201331669349100003
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-14T12:44:14-05:00 | Timestamp |
| Tax Period End Date | 2013-02-28 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H & H CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 STEVENS CREEK BLVD 225 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204526192 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRAN | NameControl |
| Phone | 6504731688 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 852 EMBARCADERO ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94303 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NHON THU TRAN | Name |
| Title | CEO | Title |
| Phone | 6504731688 | Phone |
| Date Signed | 2013-06-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES S HAN CPA | Name |
| Phone | 4082465090 | Phone |
| Date Prepared | 2013-06-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4801 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3579 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3579 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3579 | InterestOnSavingsAdjNetIncm |
| Other Income Rev And Expnss | 46494 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 46494 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 46494 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 50073 | TotalRevenueAndExpenses |
| Total Net Investment Income | 50073 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 50073 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 500 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 19 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 19 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 120 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 5446 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 5446 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6085 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5965 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 6085 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5965 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 43988 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 50073 | NetInvestmentIncome |
| Adjusted Net Income | 50073 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 6079 | CashBOY |
| Cash EOY | 4801 | CashEOY |
| Cash EOYFMV | 4801 | CashEOYFMV |
| Investments Corp Stock BOY | 12644 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 58030 | InvestmentsCorpStockEOY |
| Land Building And Equipment Basis | 3748 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 3568 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 300 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 180 | LandBuildingAndEquipmentEOY |
| Total Assets BOY | 19023 | TotalAssetsBOY |
| Total Assets EOY | 63011 | TotalAssetsEOY |
| Total Assets EOYFMV | 4801 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2431 | CapitalStockBOY |
| Capital Stock EOY | 2431 | CapitalStockEOY |
| Retained Earnings BOY | 16592 | RetainedEarningsBOY |
| Retained Earnings EOY | 60580 | RetainedEarningsEOY |
| Total Net Assets BOY | 19023 | TotalNetAssetsBOY |
| Total Net Assets EOY | 63011 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 19023 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 63011 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 19023 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 43988 | ExcessOfRevenueOverExpenses |
| Subtotal | 63011 | Subtotal |
| Total Net Assets Fund Balances EOY | 63011 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5253 | QualifyingDistributionsYear1 |
| Qualifying Distributions Year2 | 5606 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 101825 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055055 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2428 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 66690 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.036407 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1594 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 59827 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.026643 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.118105 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039368 | AverageDistributionRatio |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| One Percent Net Investment Income | 501 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 501 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5965 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 501 | InvestmentIncomeExciseTax |
| Subtotal | 501 | Subtotal |
| Tax Based On Investment Income | 501 | TaxBasedOnInvestmentIncome |
| Tax Due | 501 | 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 |
| 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 Person Name | CHING-ING CHANG | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6504731688 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 852 EMBARCHDERO ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94303 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| NHON THU TRAN | |||||||||
| 852 EMBARCADERO ROAD | 852 EMBARCADERO ROAD | PALO ALTO | CA | 94303 | CEO | 1.00 | 0 | 0 | 0 |
| CHING-ING CHANG | |||||||||
| 852 EMBARCADERO ROAD | 850 EMBARCADERO ROAD | PALO ALTO | CA | 94303 | SECRETARY | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 501 | TaxBasedOnInvestmentIncome |
| Total Tax | 501 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5965 | ExpensesAndContributions |
| Qualifying Distributions | 5965 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 501 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5464 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 1322 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 5262 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6584 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5965 | QualifyingDistributions |
| Remaining Distri From Corpus | 5965 | RemainingDistriFromCorpus |
| Total Corpus | 12549 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 12549 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 1322 | ExcessFromYear2 |
| Excess From Year1 | 5262 | ExcessFromYear1 |
| Excess From Current Year | 5965 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3579 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 46494 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 50073 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 50073 | 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 RETURNS PREP FEES | Category |
| Amount | $500 | Amount |
| Disbursements Charitable Prps | 500 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| NHON THU TRAN |
| CHING-ING CHANG |
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 |
|---|---|---|---|---|---|---|
| APPLE MACBOOK | 2006-03-01 | 2497 | 2497 | 200DB | 5.0000 | |
| MAINGEAR COMPUTER | 2010-03-01 | 1251 | 951 | 200DB | 5.0000 | 120 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENTS | NameOfStock |
| EOY Book Value | 58030 | EOYBookValue |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItem |
| Cost Or Other Basis | 3748 | CostOrOtherBasis |
| Accumulated Depreciation | 3568 | AccumulatedDepreciation |
| Book Value | 180 | BookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| DUE AND SUBSCRIPTIONS | 60 | 60 |
| OFFICE SUPPLIES | 943 | 943 |
| WEB HOSTING | 60 | 60 |
| INTERNET | 450 | 450 |
| CHARITABLE CONTRIBUTION | 3933 | 3933 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GAIN ON INVESTMENT | Description |
| Revenue And Expenses Per Books | 46494 | RevenueAndExpensesPerBooks |
| Net Investment Income | 46494 | NetInvestmentIncome |
| Adjusted Net Income | 46494 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| CA INCOME TAX | $10 | 10 |
| FEDERAL INCOME TAX | $9 | 9 |
| ATTORNEY GENERAL'S REGISTRY | ||
| CA STATEMENT OF INFORMATION |
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