Lawyer Pavel PetrovLawyer Pavel Petrov

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Bankruptcy of a Personal Fund in Russia: Assets and Liability

In briefA Russian personal fund is a unitary non-profit and owns assets transferred to it. There is no general insolvency exclusion: Civil Code Article 65 and Federal Law No. 127-FZ apply. The founder has subsidiary liability for fund debts where fund assets are insufficient, while a lifetime personal fund may have subsidiary liability for founder debts during the statutory period.

The fund owns transferred assets

Neither the founder nor a beneficiary retains ownership after a valid transfer.

Asset protection is not absolute

The Civil Code expressly creates mutual subsidiary liability.

A beneficiary is not automatically a creditor

Rights follow the charter, management terms and legislation.

Can a personal fund become insolvent?

Civil Code Article 65 permits legal-entity insolvency unless an express exclusion applies. Personal funds are not generally excluded. The arbitration court may therefore open proceedings where the Bankruptcy Law tests are met. A lifetime personal fund, inheritance fund and later public-benefit fund must not be treated as identical.

Assets and liability

IssueGeneral treatmentReview
Transferred assetsOwned by the fundTransfer instruments and title
Fund debtsPaid from fund assetsAsset and liability schedule
Founder liabilitySubsidiary where fund assets are insufficientShortfall and debt amount
Fund liability for founder debtsStatutory period for a lifetime fundCreation date and obligation
Beneficiary rightsFollow governing documentsContent and accrual of rights

Article 123.20-4 does not simply merge the two estates. The principal debt, asset shortfall and subsidiary-liability conditions must be proved. Fund liability for founder debts ordinarily applies for three years from creation; a court may extend the period in statutory circumstances, but not beyond five years.

A personal fund is not an unconditional creditor-proof safe. Transactions prejudicing creditors may be challenged and the special liability rules require case-specific review.

What the administrator examines

The administrator reviews assets, management terms, related-party transfers, beneficiary payments, encumbrances and income sources. Beneficiary distributions do not automatically rank ahead of creditors. Transactions remain subject to general avoidance rules.

After the founder’s death, inheritance rules and the current governing documents also matter. Lifetime-fund liability rules should not be copied to an inheritance fund without checking the statute.

Practical steps

  1. Obtain the charter, management terms and register history.
  2. List fund assets and transfer grounds.
  3. Separate fund debts, founder debts and beneficiary rights.
  4. Check the creation date and liability period.
  5. Review related-party transactions and distributions.
  6. Identify the principal and subsidiary debtor for each claim.

See non-profit insolvency, the creditor petition and the debtor petition.

Frequently asked questions

Can a personal fund be declared insolvent?

Generally yes where the legal-entity insolvency tests are met and no special exclusion applies.

Does the founder still own transferred assets?

No. Validly transferred assets belong to the fund.

Is the fund always liable for every founder debt?

No. Fund type, creation date, statutory period and subsidiary-liability conditions must be checked.

Can a beneficiary take fund property?

Not as an owner. Rights derive from the governing documents and law.

Are beneficiary distributions immune from challenge?

No. Their basis, timing and effect on creditors may be reviewed.

Official sources

Need to assess personal fund risks?

We can review assets and liability of the fund, founder and beneficiaries without guaranteeing an outcome.

Initial consultation