PAUL AND LUCY HOANG FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PAUL AND LUCY HOANG FOUNDATION (EIN 81-4830955)
Tax period
2018-01-01 to 2018-12-31
Filed
2020-11-23
IRS object ID
202013289349100306
Schema version
2018v3.2
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)
Return2020-11-23T13:34:38-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810858539PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL S KLINGLE CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2083AddressLine1Txt
CityVICTORIACityNm
State AbbreviationTXStateAbbreviationCd
ZIP779022083ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814830955EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAUL AND LUCY HOANG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone3616520025PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13388 SAGE ROAD UNIT P5AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL HOANGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3616520025PhoneNum
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL KLINGLEPreparerPersonNm
PTINP01315109PTIN
Phone3615782721PhoneNum
Preparation2020-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address45.17.176.120IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-23IPDt
IP Tm13:34:38IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDCA5CF5E6D6BDC3EABAAF5A66C94FB5325249094AtSubmissionCreationDeviceId
At Submission Filing Device IdDCA5CF5E6D6BDC3EABAAF5A66C94FB5325249094AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-09-10 13:11:23ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$428,214FMVAssetsEOYAmt
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$1,303InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,303InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,303InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$12,659DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,659DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,659DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$9,536NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,203GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,636CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,498TotalRevAndExpnssAmt
Total Net Invst Incm$23,598TotalNetInvstIncmAmt
Total Adj Net Incm$13,962TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$2,900LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,900LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$2,900LegalFeesAdjNetIncmAmt
Taxes Rev And Expnss$365TaxesRevAndExpnssAmt
Taxes Net Invst Incm$365TaxesNetInvstIncmAmt
Taxes Adj Net Incm$365TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$6,342OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,342OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$6,342OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$9,607TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,607TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$9,607TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,107TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,607TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$9,607TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$29,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,609ExcessRevenueOverExpensesAmt
Net Investment Income$13,991NetInvestmentIncomeAmt
Adjusted Net Income$4,355AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$443,823CashBOYAmt
Cash EOY$11,423CashEOYAmt
Cash EOYFMV$11,423CashEOYFMVAmt
Corporate Stock EOY$416,791CorporateStockEOYAmt
Corporate Stock EOYFMV$416,791CorporateStockEOYFMVAmt
Total Assets BOY$443,823TotalAssetsBOYAmt
Total Assets EOY$428,214TotalAssetsEOYAmt
Total Assets EOYFMV$428,214TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$443,823UnrestrictedBOYAmt
Unrestricted EOY$428,214UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$443,823TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$428,214TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$443,823TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$428,214TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$443,823TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,609ExcessRevenueOverExpensesAmt
Subtotal$428,214SubtotalAmt
Tot Net Ast Or Fund Balances EOY$428,214TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$9,636CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$56,177AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$140NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$140AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$29,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$140InvestmentIncomeExciseTaxAmt
Subtotal$140SubtotalAmt
Tax Based On Investment Income$140TaxBasedOnInvestmentIncomeAmt
Tax Due$140TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLUCY NGUYENIndividualWithBooksNm
Phone3616520025PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13388 SAGE ROAD UNIT P5AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LUCY NGUYEN
3388 SAGE ROAD UNIT P5HOUSTONTX77056VICE-PRESIDE000.00$0$0$0
PAUL HOANG
3388 SAGE ROAD UNIT P5HOUSTONTX77056PRESIDENT000.00$0$0$0
ANSEL HOANG
3388 SAGE ROAD UNIT P5HOUSTONTX77056SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$140TaxBasedOnInvestmentIncomeAmt
Total Tax$140TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,500ExpensesAndContributionsAmt
Qualifying Distributions$29,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$140PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$29,360AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$56,177ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$56,177TotalExcessDistributionCyovAmt
Qualifying Distributions$29,500QualifyingDistributionsAmt
Remaining Distri From Corpus$29,500RemainingDistriFromCorpusAmt
Total Corpus$85,677TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$85,677ExcessDistriCyovToNextYrAmt
Excess From Year1$56,177ExcessFromYear1Amt
Excess From Current Year$29,500ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLUCY NGUYENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13388 SAGE ROAD UNIT P5AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3616520025RecipientPhoneNum
Recipient Email AddressNGUYENLUCY007@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsLETTER REGARDING REQUEST AND ANY RELATED SUPPORTING DOCUMENTS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ABANDONED LITTLE ANGELSBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 772255AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77215ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeOPERATING PURPOSE OF ORGANIZATIONGrantOrContributionPurposeTxt
Amt$29,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,303RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,659RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,536RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$23,498RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,498TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetHARDING LOEVNER FUNDSAssetDesc
Acquired2018-05AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2018-06SoldDt
Gross Sales Price$2,567GrossSalesPriceAmt
Basis$2,667BasisAmt
Total Net-$100TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$416,791EOYBookValueAmt
EOYFMV$416,791EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$2,900LegalFeesAmt
Net Investment Income$2,900NetInvestmentIncomeAmt
Adjusted Net Income$2,900AdjustedNetIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$6,342$6,342$6,342

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$365Amt
Net Investment Income$365NetInvestmentIncomeAmt
Adjusted Net Income$365AdjustedNetIncomeAmt

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