STRATEGY STUDIO / PUBLIC DATA EXPLORER

HUANG FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HUANG FAMILY FOUNDATION (EIN 81-0581448)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-02-04
IRS object ID
201640359349100304
Schema version
2015v2.0
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)
Return2016-02-04T07:46:30-08:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2015-01-01TaxPeriodBeginDt

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 Line131555 PEPPERTREE BENDAddressLine1Txt
CitySAN JUAN CAPISTRANOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92675ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSL HUANGPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-02-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStephen WojdowskiPreparerPersonNm
PTINP00167195PTIN
Phone6192960150PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,903,287FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,287InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,287InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,287InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$502,287TotalRevAndExpnssAmt
Total Net Invst Incm$2,287TotalNetInvstIncmAmt
Total Adj Net Incm$2,287TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$750AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$83TaxesRevAndExpnssAmt
Taxes Adj Net Incm$83TaxesAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$4,250TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$4,250TravConfMeetingAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$5,083TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$5,083TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$159,210ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$159,210ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$164,293TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$5,083TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$159,210TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$337,994ExcessRevenueOverExpensesAmt
Net Investment Income$2,287NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$56,183CashBOYAmt
Cash EOY$51,891CashEOYAmt
Cash EOYFMV$51,891CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,509,110SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,851,396SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,851,396SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,565,293TotalAssetsBOYAmt
Total Assets EOY$1,903,287TotalAssetsEOYAmt
Total Assets EOYFMV$1,903,287TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,565,293RetainedEarningBOYAmt
Retained Earning EOY$1,903,287RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,565,293TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,903,287TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,565,293TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,903,287TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,565,293TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$337,994ExcessRevenueOverExpensesAmt
Subtotal$1,903,287SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,903,287TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$90,077AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$346,875AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$350,316AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$419,159AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$361,136AdjustedQlfyDistriYr5Amt
Net Investment Income Pct$23NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$23AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$159,210QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$23InvestmentIncomeExciseTaxAmt
Subtotal$23SubtotalAmt
Tax Based On Investment Income$23TaxBasedOnInvestmentIncomeAmt
Tax Due$23TaxDueAmt

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

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$23TaxBasedOnInvestmentIncomeAmt
Total Tax$23TotalTaxAmt
Distributable Before Adj$23DistributableBeforeAdjAmt
Distributable Before Ded$23DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$159,210ExpensesAndContributionsAmt
Qualifying Distributions$159,210QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$23PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$159,187AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$361,197ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$419,200ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$350,350ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$346,900ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$90,100ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,567,747TotalExcessDistributionCyovAmt
Qualifying Distributions$159,210QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$159,210RemainingDistriFromCorpusAmt
Total Corpus$1,726,957TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$361,197ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,365,760ExcessDistriCyovToNextYrAmt
Excess From Year4$419,200ExcessFromYear4Amt
Excess From Year3$350,350ExcessFromYear3Amt
Excess From Year2$346,900ExcessFromYear2Amt
Excess From Year1$90,100ExcessFromYear1Amt
Excess From Current Year$159,210ExcessFromCurrentYearAmt

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 (7 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$3,560
THE BOWERS MUSEUM
2002 NORTH MAIN STREETSANTA ANACA92706UNRELATED PARTYNON-PROFIEXHIBITION SUPPORT$10,000
PACIFIC SYMPHONY
3631 S HARBOR BLVD SUITE 100SANTA ANACA92704UNRELATED PARTYNON-PROFIGENERAL SUPPORT$33,000
SEGERSTROM CENTER FOR THE ARTS
600 TOWN CENTER DRIVECOSTA MESACA92626UNRELATED PARTYNON-PROFIGENERAL SUPPORT$61,900
DISCOVERY SCIENCE CENTER
2500 NORTH MAIN STREETSANTA ANACA92705UNRELATED PARTYNON PROFIGENERAL SUPPORT$14,250
HONG KONG SCHOOLS ALUMNI FEDERATION
919 S FREMONT AVEALHAMBRACA91803UNRELATED PARTYNON PROFIGENERAL SUPPORT$20,000
SERVING PEOPLE IN NEED
151 KALMUS H-2COSTA MESACA92626UNRELATED PARTYNON PROFIGENERAL SUPPORT$16,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$159,210TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,287RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,287RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,287TotalIncomeProducingActyAmt

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$750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$750AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ATTORNEY GENERAL$50$50
FRANCHISE TAX BOARD$10$10
INTERNAL REVENUE SERVICE$23$23