HUO FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HUO FAMILY FOUNDATION (EIN 27-1227674)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201423169349101122
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T16:33:38-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271227674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUO FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O WITHERS LLP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % XUE FANG | InCareOfNm |
| Business Name Control | HUOF | BusinessNameControlTxt |
| Phone | 2075976280 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 OLD BAILEY | AddressLine1 |
| City | LONDON | City |
| Country | UK | Country |
| Postal Code | EC4M 7EG | PostalCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | XUE FANG | PersonNm |
| Person Title | DIRECTOR, SECRETARY | PersonTitleTxt |
| Phone | 2075976280 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PRICEWATERHOUSECOOPERS LLP | PreparerPersonNm |
| PTIN | P01343131 | PTIN |
| Phone | 2075976280 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,132,379 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,696,934 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $90,634 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $90,634 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$259,976 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,753,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,239 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,239 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,519,353 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,395 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $61,160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $55,527 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $81,988 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $83,376 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,527 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $443 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $443 | InterestNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $175,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,903 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $906,544 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,258,723 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,081,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,397,626 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,437,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,425 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,319,118 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,180,653 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,180,653 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $1,260,209 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $5,701 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $1,260,209 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $1,260,209 | PledgesRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,852,001 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,691,517 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,691,517 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $11,176,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,132,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,132,379 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $41,084 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,778 | AccountsPayableEOYAmt |
| Grants Payable BOY | $916,389 | GrantsPayableBOYAmt |
| Grants Payable EOY | $610,926 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $957,473 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $649,704 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,219,347 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,482,675 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,219,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,482,675 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,176,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,132,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,219,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,437,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$174,363 | OtherIncreasesAmt |
| Subtotal | $14,482,675 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,482,675 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | US TREASURY NOTES 20 | PropertyDesc |
| Acquired | 2013-04-24 | AcquiredDt |
| Sold | 2013-09-27 | SoldDt |
| Gross Sales Price | $4,753,905 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,013,881 | CostOrOtherBasisAmt |
| Gain Or Loss | -$259,976 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$259,976 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$259,976 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $958,636 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,011,853 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.106375 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,707,346 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,091,741 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.816232 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,146,996 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $942,277 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.21726 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $128,132 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41,042 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.121973 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 5.26184 | TotalDistributionRt |
| Average Distribution | 1.052368 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,678,358 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,289,930 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $504 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,290,434 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,397,626 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,009 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,009 | SubtotalAmt |
| Tax Based On Investment Income | $1,009 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $991 | OverpaymentAmt |
| Applied To ES Tax | $991 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | XUE FANG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2075976280 | PhoneNum |
Location Of Books Foreign Address LocationOfBooksForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WYOCOMBE SQUARE | AddressLine1 |
| City | LONDON | City |
| Country | UK | Country |
| Postal Code | W8 7JD | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| YAN HUO | ||||||||
| 16 OLD BAILEY | LONDON | UK | EC4M 7EG | DIRECTOR, PRESIDENT | 5.0 | $0 | $0 | $0 |
| XUE FANG | ||||||||
| 16 OLD BAILEY | LONDON | UK | EC4M 7EG | DIRECTOR, SECRETARY | 5.0 | $0 | $0 | $0 |
| JANICE GU | ||||||||
| 16 OLD BAILEY | LONDON | UK | EC4M 7EG | DIRECTOR | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | |||||
| 7 MORE LONDON RIVERSIDE | LONDON | UK | SE1 2RT | AUDIT AND TAX SVS | $51,778 |
| WITHERS LLP | |||||
| 16 OLD BAILEY | LONDON | UK | EC4M 7EG | CONSULTING | $55,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,214,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,637,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,852,220 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,852,220 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,678,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $583,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $583,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,009 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,009 | TotalTaxAmt |
| Distributable Before Adj | $582,909 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $582,909 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $582,909 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,397,626 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,397,626 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,397,626 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $582,909 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $126,080 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,099,986 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,593,310 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $509,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,328,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,397,626 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $582,909 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $814,717 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,143,356 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,143,356 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $126,080 | ExcessFromYear4Amt |
| Excess From Year3 | $1,099,986 | ExcessFromYear3Amt |
| Excess From Year2 | $1,593,310 | ExcessFromYear2Amt |
| Excess From Year1 | $509,263 | ExcessFromYear1Amt |
| Excess From Current Year | $814,717 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | YAN HUO | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Province Or StateRecipientForeignAddress/ProvinceOrState | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN PATRON OF TATE | |||||||||||||
| MILIBANK | LONDON | UK | SWP 4RG | NONE | PC | TO SUPPORT PAUL KLEE EXHIBITION | $15,200 | ||||||
| UK FRIENDS OF THE SCIENCE MUSEUM | |||||||||||||
| SCIENCE MUSEUM | EXHIBITION ROAD | UK | SW7 2DD | NONE | PC | SUPPORT GENERAL MUSEUM OPERATION | $15,541 | LONDON | |||||
| PRINCETON CHARITABLE FOUNDATION LTD | |||||||||||||
| 19 NORCOTT RD | UK | N16 7EJ | NONE | PC | SUPPORT GRADUATE SCHOOL ANNUAL GIVING | $15,000 | |||||||
| KINGS COLLEGE SCHOOL | |||||||||||||
| SOUTHSIDE WIMBLEDON COMMMONS | UK | SW19 4TT | NONE | PC | SUPPORT THE RENOVATION OF GREAT HALL | $800,000 | LONDON | ||||||
| TEACH FOR CHINA | |||||||||||||
| NONE | PC | SUPPORT EDUCATION IN RURAL CHINA | $100,000 | 460 BUSH STREET | 2ND FLOOR | SAN FRANCISCO | CA | 94108 | |||||
| FUDAN UNIVERSITY EDUCATION DEVELOPMENT FOUNDATION | |||||||||||||
| NONE | PC | GENERAL SUPPORT | $150,000 | 4705 CENTER BOULEVARD APT 802 | LONG ISLAND CITY | NY | 11109 | ||||||
| PRINCE OF WALES FOUNDATION | |||||||||||||
| NONE | PC | GENERAL SUPPORT | $162,982 | 888 17TH STREET NW | SUITE 201 | WASHINGTON | DC | 20006 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,258,723 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$259,976 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE LOSS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,239 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$177,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$177,581 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1 | Province Or StateContributorForeignAddress/ProvinceOrState | CountryContributorForeignAddress/Country | Postal CodeContributorForeignAddress/PostalCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | CityContributorForeignAddress/City |
|---|---|---|---|---|---|---|---|
| YAN HUO | |||||||
| 1 | 9 WYOCOMBE SQUARE | LONDON | UK | W8 7JD | $4,555,809 | Yes (X) | |
| GIFT AID RECOVERABLE | |||||||
| 2 | HMRC CHARITIES REPAYMENTS Y HUO G | LIVERPOOL | UK | L75 1BB | $1,141,125 | Yes (X) | ST, JOHNS HOUSE |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING, AUDIT & TAX FEES | CategoryTxt |
| Amt | $81,988 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $83,376 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE HUO FAMILY FOUNDATION IS REGISTERED IN THE STATE OF DELAWARE. DELAWARE ATTORNEY GENERAL DOES NOT REQUIRE A COPY OF THE FORM 990-PF BE PROVIDED ANNUALLY. | ExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,691,517 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,691,517 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $61,160 | LegalFeesAmt |
| Disbursements Charitable Prps | $55,527 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE LOSS | Desc |
| Revenue And Expenses Per Books | -$8,239 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$8,239 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET UNREALIZED INVESTMENT GAINS | Description |
| Amount | -$174,363 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODY FEES | CategoryTxt |
| Amt | $31,527 | Amt |
| Net Investment Income | $31,527 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |