Civic Intelligence

Hao Family Foundation

EIN 47-3853918 • Saratoga Springs, NY

Pub. 78 EligibleNTEE T20
19 Railroad Place 301Saratoga Springs, NY 12866
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$250M-$1B nonprofits • Source year 2024

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$250M-$1B nonprofits • Source year 2024

Asset Growth

97th percentile

62%

Faster asset growth than 97% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$304,140,501

Up $115,858,960 (+62%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$304,140,501

Up $115,858,960 (+62%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin98th percentile

Revenue

Up

$86,410,336

Up $24,249,730 (+39%) from 2023

Expenses

Up

$7,565,702

Up $2,194,427 (+41%) from 2023

Net Income

Up

$78,844,634

Up $22,055,303 (+39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2017: $23,908,699Liabilities 2017: $0Net Assets 2017: $23,908,6992017Assets 2018: $42,660,776Liabilities 2018: $0Net Assets 2018: $42,660,7762018Assets 2019: $57,695,978Liabilities 2019: $1Net Assets 2019: $57,695,9782019Assets 2020: $76,690,604Liabilities 2020: $1Net Assets 2020: $76,690,6042020Assets 2021: $111,259,630Liabilities 2021: $1Net Assets 2021: $111,259,6302021Assets 2022: $95,732,338Liabilities 2022: $1Net Assets 2022: $95,732,3382022Assets 2023: $188,281,541Liabilities 2023: $1Net Assets 2023: $188,281,5412023Assets 2024: $304,140,501Liabilities 2024: $0Net Assets 2024: $304,140,5012024

Highlighted filing

2024

Assets$304,140,501
Liabilities$0
Net Assets$304,140,501
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MRevenue 2017: $12,087,705Expenses 2017: $552,643Net Income 2017: $11,535,0622017Revenue 2018: $32,484,888Expenses 2018: $1,515,931Net Income 2018: $30,968,9572018Revenue 2019: $4,420,468Expenses 2019: $2,172,722Net Income 2019: $2,247,7462019Revenue 2020: $17,148,650Expenses 2020: $2,860,863Net Income 2020: $14,287,7872020Revenue 2021: $23,126,522Expenses 2021: $3,249,328Net Income 2021: $19,877,1942021Revenue 2022: $4,116,687Expenses 2022: $4,759,850Net Income 2022: -$643,1632022Revenue 2023: $62,160,606Expenses 2023: $5,371,275Net Income 2023: $56,789,3312023Revenue 2024: $86,410,336Expenses 2024: $7,565,702Net Income 2024: $78,844,6342024

Highlighted filing

2024

Revenue$86,410,336
Expenses$7,565,702
Net Income$78,844,634
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,140,501
Liabilities
$0
Net assets
$304,140,501
Revenue
$86,410,336
Expenses
$7,565,702
Net income
$78,844,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$304$0.00$304$86.4$7.57$78.8
2023Detailed filing. Detailed filing data is available for this year.$188$0.00$188$62.2$5.37$56.8
2022Detailed filing. Detailed filing data is available for this year.$95.7$0.00$95.7$4.12$4.76$0.64
2021Detailed filing. Detailed filing data is available for this year.$111$0.00$111$23.1$3.25$19.9
2020Detailed filing. Detailed filing data is available for this year.$76.7$0.00$76.7$17.1$2.86$14.3
2019Detailed filing. Detailed filing data is available for this year.$57.7$0.00$57.7$4.42$2.17$2.25
2018Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$32.5$1.52$31.0
2017Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$12.1$0.55$11.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH Y HAOPresident / Chair Of Board-$0--
KATHY P CHIAOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Hao Family Foundation
EIN
47-3853918
Phone
4154215757
Address
19 RAILROAD PLACE 301, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Kenneth Y Hao
Title
President
Phone
4154215757
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
ONE CALIFORNIA STREET SUITE 2500, SAN FRANCISCO, CA 94111-5426
Preparer
Selena Yeung
Phone
4154215757
Raw XML Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHADE TREE ADVISORS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019 RAILROAD PLACE SUITE 301
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012866
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04154215757
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KENNETH Y HAO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GOLDMAN SACHS PHILANTHROPY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PRIVATE WEALTH MANAGMENT TEAM 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0WEST STREET 40TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010282
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06250000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt059436
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06218137
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010747979
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06277573
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010688543
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06218137
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KENNETH Y HAO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O SHADE TREE ADVISORS 19 RAILROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt022892861
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt022892861
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt037014326
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0194743
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0194743
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt17519
TaxesSchedule/TaxesDetail/Amt01060800
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH Y HAO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04154215757
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAO FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HAOF
ReturnHeader/Filer/EIN0473853918
ReturnHeader/Filer/PhoneNum04154215757
ReturnHeader/Filer/USAddress/AddressLine1Txt019 RAILROAD PLACE 301
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814234542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BPM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE CALIFORNIA STREET SUITE 2500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941115426
ReturnHeader/PreparerPersonGrp/PhoneNum04154215757
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SELENA YEUNG
ReturnHeader/ReturnTs02025-11-14T18:23:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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