STRATEGY STUDIO / PUBLIC DATA EXPLORER

HUANG FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HUANG FAMILY FOUNDATION (EIN 81-0581448)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-20
IRS object ID
201930799349100503
Schema version
2018v3.1
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)
Return2019-03-20T09:52:11-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474410009PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Korenic & Wojdowski LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18885 Rio San Diego Dr 215AddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810581448EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HUANG FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUANBusinessNameControlTxt
Phone6192960150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 CANYON FAIRWAY DRIVEAddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSL HUANGPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-03-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStephen WojdowskiPreparerPersonNm
PTINP00167195PTIN
Phone6192960150PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,136,419FMVAssetsEOYAmt
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$10,727InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,727InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10,727InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$10,727TotalRevAndExpnssAmt
Total Net Invst Incm$10,727TotalNetInvstIncmAmt
Total Adj Net Incm$10,727TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$695AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$695AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$193TaxesRevAndExpnssAmt
Taxes Adj Net Incm$193TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$888TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$888TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$323,078ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$323,078ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$323,966TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$888TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$323,078TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$313,239ExcessRevenueOverExpensesAmt
Net Investment Income$10,727NetInvestmentIncomeAmt
Adjusted Net Income$9,839AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,654CashBOYAmt
Cash EOY$20,534CashEOYAmt
Cash EOYFMV$20,534CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,440,003SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,115,885SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,115,885SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$3,449,657TotalAssetsBOYAmt
Total Assets EOY$3,136,419TotalAssetsEOYAmt
Total Assets EOYFMV$3,136,419TotalAssetsEOYFMVAmt
Other Liabilities EOY$1OtherLiabilitiesEOYAmt
Total Liabilities EOY$1TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,449,657RetainedEarningBOYAmt
Retained Earning EOY$3,136,418RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,449,657TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,136,418TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,449,657TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,136,419TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,449,657TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$313,239ExcessRevenueOverExpensesAmt
Subtotal$3,136,418SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,136,418TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$80,467AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$177,398AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$159,187AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$90,077AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$346,875AdjustedQlfyDistriYr5Amt
Net Investment Income Pct$107NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$107AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$323,078QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$107InvestmentIncomeExciseTaxAmt
Subtotal$107SubtotalAmt
Tax Based On Investment Income$107TaxBasedOnInvestmentIncomeAmt
Tax Due$107TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 Line1BETTY HUANGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6192960150PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14100 ISLAND BLVDAddressLine1Txt
CityAVENTURACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33160ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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
SL HUANG
4000 ISLAND BLVDAVENTURAFL33160President0.00$0
BETTY HUANG
4000 ISLAND BLVDAVENTURAFL33160Secretary0.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
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$107TaxBasedOnInvestmentIncomeAmt
Total Tax$107TotalTaxAmt
Distributable Before Adj$107DistributableBeforeAdjAmt
Distributable Before Ded$107DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$323,078ExpensesAndContributionsAmt
Qualifying Distributions$323,078QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$107PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$322,971AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$346,900ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$90,100ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$159,210ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$177,416ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$80,500ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$854,126TotalExcessDistributionCyovAmt
Qualifying Distributions$323,078QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$323,078RemainingDistriFromCorpusAmt
Total Corpus$1,177,204TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$346,900ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$830,304ExcessDistriCyovToNextYrAmt
Excess From Year4$90,100ExcessFromYear4Amt
Excess From Year3$159,210ExcessFromYear3Amt
Excess From Year2$177,416ExcessFromYear2Amt
Excess From Year1$80,500ExcessFromYear1Amt
Excess From Current Year$323,078ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSL HUANGContributingManagerNm
Contributing ManagerBETTY HUANGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTH COAST REPERTORY
655 TOWN CENTER DRIVECOSTA MESACA92628UNRELATED PARTYNON-PROFIPRODUCTION UNDERWRITING$2,800
THE BOWERS MUSEUM
2002 NORTH MAIN STREETSANTA ANACA92706UNRELATED PARTYNON-PROFIEXHIBITION SUPPORT$10,000
CALIFORNIA INSTITUTE OF TECHNOLOGY
MC-5-32PASADENACA91125UNRELATED PARTYNON-PROFIENDOWED SCHOLARSHIP$250,000
SEGERSTROM CENTER FOR THE ARTS
600 TOWN CENTER DRIVECOSTA MESACA92626UNRELATED PARTYNON-PROFIGENERAL SUPPORT$50,278
CYSTNOSIS RESEARCH FOUNDATION
18802 BARDEN AVENUEIRVINECA92612UNRELATED PARTYNON-PROFIGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$323,078TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,727RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,727RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,727TotalIncomeProducingActyAmt

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)
CategoryRETURN PREPARATIONCategoryTxt
Amt$695Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$695AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
EOY Book Value$1EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ATTORNEY GENERAL$150$150
FRANCHISE TAX BOARD$10$10
INTERNAL REVENUE SERVICE$33$33