WU AND HO FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WU AND HO FAMILY FOUNDATION (EIN 27-3198324)
Tax period
2022-08-01 to 2023-07-31
Filed
2024-06-18
IRS object ID
202421709349100422
Schema version
2022v5.0
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)
Return2024-06-18T15:20:20-07:00ReturnTs
Tax Period End2023-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204014608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FONG KO & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11510 FASHION ISLAND BLVD STE 200AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94404ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273198324EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WU AND HO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWUANBusinessNameControlTxt
Phone4085057876PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13492 COWPER CTAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHIN-FEN HOPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2024-06-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHIN-FENPersonFirstNm
Person LastHOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDomenica Nicky ChiuchiarelliPreparerPersonNm
PTINP00093160PTIN
Phone6502869966PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$715,815FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,840InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,840InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,840InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$9,560DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,560DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,560DividendsAdjNetIncmAmt
Total Rev And Expnss$12,400TotalRevAndExpnssAmt
Total Net Invst Incm$12,400TotalNetInvstIncmAmt
Total Adj Net Incm$12,400TotalAdjNetIncmAmt
Taxes Rev And Expnss$466TaxesRevAndExpnssAmt
Taxes Net Invst Incm$466TaxesNetInvstIncmAmt
Taxes Adj Net Incm$466TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$466TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$200OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$200OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$666TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$666TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$666TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$666TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,666TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$666TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$666TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$11,666TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$734ExcessRevenueOverExpensesAmt
Net Investment Income$11,734NetInvestmentIncomeAmt
Adjusted Net Income$11,734AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$314,811CashBOYAmt
Cash EOY$319,875CashEOYAmt
Cash EOYFMV$310,612CashEOYFMVAmt
Other Nts And Loans Rcvbl$203,188OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$207,518OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$203,188OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$203,188OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$163,935CorporateStockBOYAmt
Corporate Stock EOY$163,935CorporateStockEOYAmt
Corporate Stock EOYFMV$201,626CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$9,067InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$8,678InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$389LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$389LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$389LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$686,653TotalAssetsBOYAmt
Total Assets EOY$687,387TotalAssetsEOYAmt
Total Assets EOYFMV$715,815TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$392,032CapitalStockBOYAmt
Capital Stock EOY$392,032CapitalStockEOYAmt
Retained Earning BOY$294,621RetainedEarningBOYAmt
Retained Earning EOY$295,355RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$686,653TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$687,387TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$686,653TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$687,387TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$686,653TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$734ExcessRevenueOverExpensesAmt
Subtotal$687,387SubtotalAmt
Tot Net Ast Or Fund Balances EOY$687,387TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$163InvestmentIncomeExciseTaxAmt
Subtotal$163SubtotalAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Tax Due$163TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALLEN WUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4085057876PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13492 COWPER CTAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd
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
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
ALLEN WU
3492 COWPER CTPALO ALTOCA94306President2.00$0
CHIN-FEN HO
3492 COWPER CTPALO ALTOCA94306Secretary2.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$325,990AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$325,990TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$325,990AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$320,000CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,990NetVlNoncharitableAssetsAmt
Minimum Investment Return$300MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$300MinimumInvestmentReturnAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Total Tax$163TotalTaxAmt
Distributable Before Adj$137DistributableBeforeAdjAmt
Distributable Before Ded$137DistributableBeforeDedAmt
Distributable As Adjusted$137DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,666ExpensesAndContributionsAmt
Qualifying Distributions$11,666QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$137DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$27,880ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,880TotalExcessDistributionCyovAmt
Qualifying Distributions$11,666QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$137AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,529RemainingDistriFromCorpusAmt
Total Corpus$39,409TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$39,409ExcessDistriCyovToNextYrAmt
Excess From Year1$27,880ExcessFromYear1Amt
Excess From Current Year$11,529ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STANFORD UNIVERSITY
PO BOX 20466STANFORDCA94309NONEPCEDUCATION$1,000
ARK BAPTIST CHURCH
80 MONTAGUE EXPYMILPITASCA95035NONEPCCHURCH'S SERVICES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,840ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,560ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12,400ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,400TotalIncomeProducingActyAmt

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

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemFurniture and FixturesCategoryOrItemTxt
Cost Or Other Basis$9,067CostOrOtherBasisAmt
Accumulated Depreciation$8,678AccumulatedDepreciationAmt
Book Value$389BookValueAmt
EOYFMV$389EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$25$25$25$25
INVESTMENT FEE$175$175$175$175

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

AmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
$170$170$170$170
$296$296$296$296

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