WU AND HO FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WU AND HO FAMILY FOUNDATION (EIN 27-3198324)
Tax period
2024-08-01 to 2025-07-31
Filed
2025-12-11
IRS object ID
202533459349101603
Schema version
2024v5.2
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)
Return2025-12-11T18:01:18-08:00ReturnTs
Tax Period End2025-07-31TaxPeriodEndDt

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 Begin2024-08-01TaxPeriodBeginDt

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
Signature2025-12-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDomenica Nicky ChiuchiarelliPreparerPersonNm
PTINP00093160PTIN
Phone6502869966PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$821,419FMVAssetsEOYAmt
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$9,570InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,570InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$9,570InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,824DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,824DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,824DividendsAdjNetIncmAmt
Total Rev And Expnss$21,394TotalRevAndExpnssAmt
Total Net Invst Incm$21,394TotalNetInvstIncmAmt
Total Adj Net Incm$21,394TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,125AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,125AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$4,125AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,125AccountingFeesChrtblPrpsAmt
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$4,325TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,325TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,325TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,325TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,325TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,325TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,325TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$15,325TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,069ExcessRevenueOverExpensesAmt
Net Investment Income$17,069NetInvestmentIncomeAmt
Adjusted Net Income$17,069AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$324,278CashBOYAmt
Cash EOY$335,492CashEOYAmt
Cash EOYFMV$335,492CashEOYFMVAmt
Other Nts And Loans Rcvbl$193,643OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$198,788OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$193,643OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$193,643OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$163,935CorporateStockBOYAmt
Corporate Stock EOY$163,935CorporateStockEOYAmt
Corporate Stock EOYFMV$291,895CorporateStockEOYFMVAmt
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$687,390TotalAssetsBOYAmt
Total Assets EOY$693,459TotalAssetsEOYAmt
Total Assets EOYFMV$821,419TotalAssetsEOYFMVAmt
Other Liabilities BOY$3OtherLiabilitiesBOYAmt
Other Liabilities EOY$3OtherLiabilitiesEOYAmt
Total Liabilities BOY$3TotalLiabilitiesBOYAmt
Total Liabilities EOY$3TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$392,032CapitalStockBOYAmt
Capital Stock EOY$392,032CapitalStockEOYAmt
Retained Earning BOY$295,355RetainedEarningBOYAmt
Retained Earning EOY$301,424RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$687,387TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$693,456TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$687,390TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$693,459TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$687,387TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,069ExcessRevenueOverExpensesAmt
Subtotal$693,456SubtotalAmt
Tot Net Ast Or Fund Balances EOY$693,456TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$237InvestmentIncomeExciseTaxAmt
Subtotal$237SubtotalAmt
Tax Based On Investment Income$237TaxBasedOnInvestmentIncomeAmt
Tax Due$237TaxDueAmt
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)
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$230,585AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,251AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$231,836TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$231,836AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,478CashDeemedCharitableAmt
Net Vl Noncharitable Assets$228,358NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,418MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,418MinimumInvestmentReturnAmt
Tax Based On Investment Income$237TaxBasedOnInvestmentIncomeAmt
Total Tax$237TotalTaxAmt
Distributable Before Adj$11,181DistributableBeforeAdjAmt
Distributable Before Ded$11,181DistributableBeforeDedAmt
Distributable As Adjusted$11,181DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,325ExpensesAndContributionsAmt
Qualifying Distributions$15,325QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,181DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$27,880ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,529ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$39,409TotalExcessDistributionCyovAmt
Qualifying Distributions$15,325QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,181AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,144RemainingDistriFromCorpusAmt
Total Corpus$43,553TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$43,553ExcessDistriCyovToNextYrAmt
Excess From Year3$27,880ExcessFromYear3Amt
Excess From Year2$11,529ExcessFromYear2Amt
Excess From Current Year$4,144ExcessFromCurrentYearAmt

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$9,570ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,824ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,394ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,394TotalIncomeProducingActyAmt

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$4,125Amt
Net Investment Income$4,125NetInvestmentIncomeAmt
Adjusted Net Income$4,125AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,125DisbursementsCharitablePrpsAmt

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$389

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

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

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
BOY Book Value$3BOYBookValueAmt
EOY Book Value$3EOYBookValueAmt

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