WU AND HO FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WU AND HO FAMILY FOUNDATION (EIN 27-3198324)
Tax period
2019-08-01 to 2020-07-31
Filed
2022-09-27
IRS object ID
202212709349100516
Schema version
2019v5.0
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)
Return2022-09-27T14:47:51-07:00ReturnTs
Tax Period End2020-07-31TaxPeriodEndDt

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 Begin2019-08-01TaxPeriodBeginDt

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
Phone4082022227PhoneNum

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
Signature2022-09-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDomenica Nicky ChiuchiarelliPreparerPersonNm
PTINP00093160PTIN
Phone6502869966PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$677,116FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$27,424DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,424DividendsNetInvstIncmAmt
Dividends Adj Net Incm$27,424DividendsAdjNetIncmAmt
Total Rev And Expnss$27,424TotalRevAndExpnssAmt
Total Net Invst Incm$27,424TotalNetInvstIncmAmt
Total Adj Net Incm$27,424TotalAdjNetIncmAmt
Taxes Rev And Expnss$3,096TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,096TaxesNetInvstIncmAmt
Taxes Adj Net Incm$3,096TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$3,096TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$129OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$129OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$129OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$129OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,225TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,225TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,225TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,225TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,725TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,225TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,225TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,725TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,699ExcessRevenueOverExpensesAmt
Net Investment Income$24,199NetInvestmentIncomeAmt
Adjusted Net Income$24,199AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$329,516CashBOYAmt
Cash EOY$345,786CashEOYAmt
Cash EOYFMV$345,786CashEOYFMVAmt
Other Nts And Loans Rcvbl$186,034OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$187,219OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$186,034OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$186,034OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$154,398CorporateStockBOYAmt
Corporate Stock EOY$154,398CorporateStockEOYAmt
Corporate Stock EOYFMV$144,796CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$9,067LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,678LandBldgEquipAccumDeprecAmt
Land BOY$389LandBOYAmt
Land EOY$389LandEOYAmt
Land EOYFMV$500LandEOYFMVAmt
Total Assets BOY$671,522TotalAssetsBOYAmt
Total Assets EOY$686,607TotalAssetsEOYAmt
Total Assets EOYFMV$677,116TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$392,032CapitalStockBOYAmt
Capital Stock EOY$392,032CapitalStockEOYAmt
Retained Earning BOY$279,490RetainedEarningBOYAmt
Retained Earning EOY$294,575RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$671,522TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$686,607TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$671,522TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$686,607TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$671,522TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,699ExcessRevenueOverExpensesAmt
Subtotal$692,221SubtotalAmt
Other Decreases$5,614OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$686,607TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$484InvestmentIncomeExciseTaxAmt
Subtotal$484SubtotalAmt
Tax Based On Investment Income$484TaxBasedOnInvestmentIncomeAmt
Tax Due$484TaxDueAmt

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)
Phone4082022227PhoneNum

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$328,632AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$142,005AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$470,637TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$470,637AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,060CashDeemedCharitableAmt
Net Vl Noncharitable Assets$463,577NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,179MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,179MinimumInvestmentReturnAmt
Tax Based On Investment Income$484TaxBasedOnInvestmentIncomeAmt
Total Tax$484TotalTaxAmt
Distributable Before Adj$22,695DistributableBeforeAdjAmt
Distributable Before Ded$22,695DistributableBeforeDedAmt
Distributable As Adjusted$22,695DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,725ExpensesAndContributionsAmt
Qualifying Distributions$6,725QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,725AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,695DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,365ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,525ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$8,890TotalExcessDistributionCyovAmt
Qualifying Distributions$6,725QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,725AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$8,890ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,890ExcessDistributionCyovAppCYAmt
Undistributed Income CY$7,080UndistributedIncomeCYAmt

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 20466STANFORDCA94309N/A501(c)(3)Support Educational works$2,000
LOVE FOUNDATION US INC
11 CROWN PLAZAHAZLETNJ07730N/A501(c)(3)Funding to support communit services.$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,424ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$27,424ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,424TotalIncomeProducingActyAmt

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

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFurniture and FixturesCategoryOrItemTxt
Cost Or Other Basis$9,067CostOrOtherBasisAmt
Accumulated Depreciation$8,678AccumulatedDepreciationAmt
Book Value$389BookValueAmt
EOYFMV$500EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescREV OF PY ADJDesc
Amt$5,614Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSUPPLIES,FEES, SHIPPING & TELEPHONEDesc
Revenue And Expenses Per Books$129RevenueAndExpensesPerBooksAmt
Net Investment Income$129NetInvestmentIncomeAmt
Adjusted Net Income$129AdjustedNetIncomeAmt
Disbursements Charitable Prps$129DisbursementsCharitablePrpsAmt

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

FieldValueIRS element (for citing)
Balance Due$186,034BalanceDueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX EXPENSECategoryTxt
Amt$3,096Amt
Net Investment Income$3,096NetInvestmentIncomeAmt
Adjusted Net Income$3,096AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,096DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.