WAHOOS FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WAHOOS FAMILY FOUNDATION (EIN 45-0472265)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-06
IRS object ID
202611269349102231
Schema version
2025v4.1
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)
Return2026-05-06T11:44:42-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330212086PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RM White & AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line123 Corporate Plaza Dr Suite 150AddressLine1Txt
CityNewport BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450472265EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Wahoos Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWAHOBusinessNameControlTxt
Phone9492220670PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11185 Warner AvenueAddressLine1Txt
CityTustinCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92780ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRENATO LEEPersonNm
Person TitlePresidentPersonTitleTxt
Phone7144694700PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRichard WhitePreparerPersonNm
PTINP00116481PTIN
Phone9494747012PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,006,113FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$199InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$199InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,073DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,073DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$97,281NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$130,464GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$97,281CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$142,553TotalRevAndExpnssAmt
Total Net Invst Incm$132,553TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$900AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$13,556OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,556OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,147OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,147OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$15,603TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,603TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$115,475ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$115,475ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$131,078TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,603TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$115,475TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,475ExcessRevenueOverExpensesAmt
Net Investment Income$116,950NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,139CashBOYAmt
Cash EOY$86,673CashEOYAmt
Cash EOYFMV$86,673CashEOYFMVAmt
Corporate Stock BOY$826,690CorporateStockBOYAmt
Corporate Stock EOY$841,976CorporateStockEOYAmt
Corporate Stock EOYFMV$1,919,440CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,987CorporateBondsBOYAmt
Other Investments BOY$1,708OtherInvestmentsBOYAmt
Total Assets BOY$854,524TotalAssetsBOYAmt
Total Assets EOY$928,649TotalAssetsEOYAmt
Total Assets EOYFMV$2,006,113TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$854,524NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$928,649NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$854,524TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$928,649TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$854,524TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$928,649TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$854,524TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,475ExcessRevenueOverExpensesAmt
Other Increases$62,650OtherIncreasesAmt
Subtotal$928,649SubtotalAmt
Tot Net Ast Or Fund Balances EOY$928,649TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCHARLES SCHWABPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2001-01-01AcquiredDt
Sold2025-12-31SoldDt
Gross Sales Price$130,464GrossSalesPriceAmt
Cost Or Other Basis$33,183CostOrOtherBasisAmt
Gain Or Loss$97,281GainOrLossAmt
Gains Minus Excess Or Losses$97,281GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$97,281CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,626InvestmentIncomeExciseTaxAmt
Subtotal$1,626SubtotalAmt
Tax Based On Investment Income$1,626TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$68EsPenaltyAmt
Tax Due$1,694TaxDueAmt
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 Line1RENATO LEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9492220670PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11185 Warner AvenueAddressLine1Txt
CityTustinCityNm
State AbbreviationCAStateAbbreviationCd
ZIP927806458ZIPCd
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
EDUARDO LEE
2855 PULLMAN STREETSANTA ANACA92705Director1.00$0
RENATO LEE
2855 PULLMAN STREETSANTA ANACA92705Director2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ENTITY ONLY EXISTS TO FURTHER THE WORK OF OTHERQUALIFIED NON-PROFIT 501(C)(3) ORGANIZATIONS AND DOES NOT CONDUCT AY OF ITS OWN ACTIVITIES.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,906AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,919,440FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,973,346TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,973,346AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,600CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,943,746NetVlNoncharitableAssetsAmt
Minimum Investment Return$97,187MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$97,187MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,626TaxBasedOnInvestmentIncomeAmt
Total Tax$1,626TotalTaxAmt
Distributable Before Adj$95,561DistributableBeforeAdjAmt
Distributable Before Ded$95,561DistributableBeforeDedAmt
Distributable As Adjusted$95,561DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$115,475ExpensesAndContributionsAmt
Qualifying Distributions$115,475QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,561DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$51,100ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$65,500ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$67,400ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$81,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,641ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$267,641TotalExcessDistributionCyovAmt
Qualifying Distributions$115,475QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$95,561AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,914RemainingDistriFromCorpusAmt
Total Corpus$287,555TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$51,100ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$236,455ExcessDistriCyovToNextYrAmt
Excess From Year4$65,500ExcessFromYear4Amt
Excess From Year3$67,400ExcessFromYear3Amt
Excess From Year2$81,000ExcessFromYear2Amt
Excess From Year1$2,641ExcessFromYear1Amt
Excess From Current Year$19,914ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DOCTORS WITHOUT BORDERS
40 Rector Street 16th FloorNEW YORKNY10006PCFUND ONGOING SERVICES FOR NEEDS$10,000
THOMAS HOUSE FAMILY SHELTER
12601 Morningside Ave 6GARDEN GROVECA92842PCFUND ONGOING SERVICES FOR NEEDS$20,000
WAHOO'S SCHOLARSHIP
2855 PULLMAN STREETSANTA ANACA92705ISCHOOL FUND ONGOING SERVICES FOR NEEDS$25,475
Best Friends Animal Shelter
1845 Pontius AveLos AngelesCA90025PCFUND ONGOING SERVICES FOR NEEDS$2,000
Tzu-chi
22911 Mill Creed DrLaguna HillsCA92653PCSCHOOL FUND ONGOING SERVICES FOR NEEDS$5,000
Somecares Soup Kitchen
720 W 19th StCosta MesaCA92627PCFUND ONGOING SERVICES FOR NEEDS$2,000
Guide Dogs for the Blind
PO Box 151200San RafaelCA94915PCFUND ONGOING SERVICES FOR NEEDS$5,000
Nature Conservancy
4245 North Fairfax Drive Suite 100ArlingtonVA22203PCFUND ONGOING SERVICES FOR NEEDS$10,000
Priceless Pets
1536 Newport BlvdCosta MesaCA92627PCFUND ONGOING SERVICES FOR NEEDS$2,500
MedSend
1838 Gold Hill RdFort MillSC29708PCFUND ONGOING SERVICES FOR NEEDS$10,000
IRC
PO Box 6068Albert LeaMN56007PCFUND ONGOING SERVICES FOR NEEDS$7,500
World Central Kitchen
PO Box 96538WashingtonDC20090PCFUND ONGOING SERVICES FOR NEEDS$7,500
Ocean Cleanup
PO Box 104142PasadenaCA91189PCFUND ONGOING SERVICES FOR NEEDS$7,500
Apex Wolf Project
PO Box 220ActonCA93551PCFUND ONGOING SERVICES FOR NEEDS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$115,475TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$199ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,073ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$97,281ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$132,553ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$132,553TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax PreparationCategoryTxt
Amt$900Amt
Net Investment Income$900NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Licenses and Permits$20$20
MISCELLANEOUS$377$377
Office supplies$750$750

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescReinvested dividendsDesc
Amt$62,650Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Advisory FeesCategoryTxt
Amt$13,556Amt
Net Investment Income$13,556NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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