WU AND HO FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WU AND HO FAMILY FOUNDATION (EIN 27-3198324)
Tax period
2020-08-01 to 2021-07-31
Filed
2022-03-30
IRS object ID
202220899349100727
Schema version
2020v4.0
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)
Return2022-03-30T18:37:30-07:00ReturnTs
Tax Period End2021-07-31TaxPeriodEndDt

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 Begin2020-08-01TaxPeriodBeginDt

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
Signature2022-03-30SignatureDt
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

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 Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$735,862FMVAssetsEOYAmt
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$32,919InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$32,919InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$32,919InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$32,919TotalRevAndExpnssAmt
Total Net Invst Incm$32,919TotalNetInvstIncmAmt
Total Adj Net Incm$32,919TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,250AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$519TaxesRevAndExpnssAmt
Taxes Net Invst Incm$519TaxesNetInvstIncmAmt
Taxes Adj Net Incm$519TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$519TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,769TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,769TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,769TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,769TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,769TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,769TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,769TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$22,769TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,150ExcessRevenueOverExpensesAmt
Net Investment Income$31,150NetInvestmentIncomeAmt
Adjusted Net Income$31,150AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$345,516CashBOYAmt
Cash EOY$337,168CashEOYAmt
Cash EOYFMV$337,168CashEOYFMVAmt
Other Nts And Loans Rcvbl$215,455OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$186,304OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$215,455OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$215,455OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$154,398CorporateStockBOYAmt
Corporate Stock EOY$154,398CorporateStockEOYAmt
Corporate Stock EOYFMV$182,739CorporateStockEOYFMVAmt
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$500LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$686,607TotalAssetsBOYAmt
Total Assets EOY$707,410TotalAssetsEOYAmt
Total Assets EOYFMV$735,862TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$392,032CapitalStockBOYAmt
Capital Stock EOY$392,032CapitalStockEOYAmt
Retained Earning BOY$294,575RetainedEarningBOYAmt
Retained Earning EOY$315,378RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$686,607TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$707,410TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$686,607TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$707,410TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$686,607TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,150ExcessRevenueOverExpensesAmt
Other Increases$10,653OtherIncreasesAmt
Subtotal$707,410SubtotalAmt
Tot Net Ast Or Fund Balances EOY$707,410TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$433InvestmentIncomeExciseTaxAmt
Subtotal$433SubtotalAmt
Tax Based On Investment Income$433TaxBasedOnInvestmentIncomeAmt
Tax Due$433TaxDueAmt

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$178,184AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$343,103AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$521,287TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$521,287AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,819CashDeemedCharitableAmt
Net Vl Noncharitable Assets$513,468NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,673MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,673MinimumInvestmentReturnAmt
Tax Based On Investment Income$433TaxBasedOnInvestmentIncomeAmt
Total Tax$433TotalTaxAmt
Distributable Before Adj$25,240DistributableBeforeAdjAmt
Distributable Before Ded$25,240DistributableBeforeDedAmt
Distributable As Adjusted$25,240DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,769ExpensesAndContributionsAmt
Qualifying Distributions$22,769QualifyingDistributionsAmt
Adjusted Qualifying Distri$22,769AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,240DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,526ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$4,526TotalExcessDistributionCyovAmt
Qualifying Distributions$22,769QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,769AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,471ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,471ExcessDistributionCyovAppCYAmt
Total Corpus$2,055TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,055ExcessDistriCyovFromYr5Amt

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$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,919ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$32,919ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,919TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,250Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Adjusted Net Income$1,250AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$154,398EOYBookValueAmt
EOYFMV$182,739EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Furniture and Fixtures$9,067$8,678$389
Machinery and Equipment$500

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescREVERSAL OF PY ADJ & ADJ NOTE RECEIVABLEDesc
Amt$10,653Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$519Amt
Net Investment Income$519NetInvestmentIncomeAmt
Adjusted Net Income$519AdjustedNetIncomeAmt
Disbursements Charitable Prps$519DisbursementsCharitablePrpsAmt

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