RB3 WONG FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RB3 WONG FOUNDATION (EIN 33-1854028)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349102964
- Schema version
- 2025v4.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:01:40-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331854028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RB3 WONG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WONG | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEVERLY Y WONG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2026-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,090,789 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,023,261 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,185 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,185 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $932,581 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,105,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $932,581 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,960,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $936,766 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $4,328 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,328 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,304 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $869 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,322 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,718 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,322 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,949,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $935,443 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,162 | CashEOYAmt |
| Cash EOYFMV | $1,162 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $9,232 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,232 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $636,654 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $654,050 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $422,075 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $426,345 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $1,069,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,090,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $1,069,123 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,069,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,069,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $1,949,309 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,949,309 | SubtotalAmt |
| Other Decreases | $880,186 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,069,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 20. BERKSHIRE HATHAWAYINC DEL CL B NEW | 1900-01-01 | 2025-02-10 | $9,322 | $2,724 | $6,598 | $6,598 |
| 590. BERKSHIRE HATHAWAYINC DEL CL B NEW | 1900-01-01 | 2025-07-08 | $282,392 | $80,365 | $202,027 | $202,027 |
| 50. BERKSHIRE HATHAWAYINC DEL CL B NEW | 1900-01-01 | 2025-07-08 | $23,932 | $6,810 | $17,122 | $17,122 |
| 5. AMPHENOL CORP NEW CL A | 2025-07-08 | 2025-07-09 | $489 | $485 | $4 | $4 |
| 1. REPUBLIC SERVICES INC CL A | 2025-07-08 | 2025-07-09 | $239 | $240 | -$1 | -$1 |
| 2. TEXAS INSTRUMENTS INC | 2025-07-08 | 2025-07-09 | $434 | $436 | -$2 | -$2 |
| 3. TE CONNECTIVITY PLC | 2025-07-08 | 2025-07-09 | $518 | $518 | ||
| 2. WATTS WATER TECH INC | 2025-07-08 | 2025-07-11 | $510 | $511 | -$1 | -$1 |
| 6. ANSYS INC COM | 2025-07-08 | 2025-07-18 | $2,375 | $2,186 | $189 | $189 |
| 2. APPLIED MATERIALS INCORPORATED | 2025-07-08 | 2025-07-21 | $382 | $390 | -$8 | -$8 |
| 1. SYNOPSYS INC | 2025-07-08 | 2025-07-21 | $585 | $544 | $41 | $41 |
| .0394 SYNOPSYS INC | 2025-07-08 | 2025-07-31 | $25 | $21 | $4 | $4 |
| 1. AMPHENOL CORP NEW CL A | 2025-07-08 | 2025-08-01 | $104 | $97 | $7 | $7 |
| 2. TE CONNECTIVITY PLC | 2025-07-08 | 2025-08-01 | $405 | $345 | $60 | $60 |
| 35. NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY | 2025-07-08 | 2025-08-01 | $1,664 | $2,492 | -$828 | -$828 |
| 2. REPUBLIC SERVICES INC CL A | 2025-07-08 | 2025-08-06 | $464 | $480 | -$16 | -$16 |
| 4. TAIWAN S MANUFCTRING ADR | 2025-07-08 | 2025-08-06 | $923 | $918 | $5 | $5 |
| 4. TEXAS INSTRUMENTS INC | 2025-07-08 | 2025-08-06 | $739 | $873 | -$134 | -$134 |
| 4. NVIDIA CORP 00 | 2025-07-08 | 2025-08-13 | $720 | $636 | $84 | $84 |
| 2. METTLER-TOLEDO INTNATIONAL ISIN #US5926881054 (USD) | 2025-07-08 | 2025-08-20 | $2,621 | $2,422 | $199 | $199 |
| 4. EATON CORP PLC | 2025-07-08 | 2025-08-20 | $1,365 | $1,424 | -$59 | -$59 |
| 5. EBAY INC | 2025-07-08 | 2025-09-02 | $450 | $378 | $72 | $72 |
| 2. AUTODESK INC COM | 2025-07-08 | 2025-09-12 | $649 | $633 | $16 | $16 |
| 2. FERGUSON ENTERPRISES INC REG SHS | 2025-07-08 | 2025-09-12 | $442 | $448 | -$6 | -$6 |
| 3. PENTAIR PLC SHS | 2025-07-08 | 2025-09-12 | $337 | $317 | $20 | $20 |
| 3. TE CONNECTIVITY PLC | 2025-07-08 | 2025-09-12 | $634 | $518 | $116 | $116 |
| 5. ECOLAB INC | 2025-07-08 | 2025-09-29 | $1,358 | $1,354 | $4 | $4 |
| 5. APTIV HOLDINGS LTD | 2025-07-08 | 2025-10-01 | $430 | $360 | $70 | $70 |
| 2. NVIDIA CORP 00 | 2025-07-08 | 2025-10-06 | $371 | $318 | $53 | $53 |
| 3. VERALTO CORP REG SHS | 2025-07-08 | 2025-10-06 | $317 | $307 | $10 | $10 |
| 9. APTIV HOLDINGS LTD | 2025-07-08 | 2025-10-06 | $788 | $648 | $140 | $140 |
| 3. TEXAS INSTRUMENTS INC | 2025-07-08 | 2025-10-17 | $525 | $654 | -$129 | -$129 |
| 3. AGILENT TECHNOLOGIES INC | 2025-07-08 | 2025-10-27 | $445 | $366 | $79 | $79 |
| 1. HUBBELL INC SHS | 2025-07-08 | 2025-10-27 | $439 | $412 | $27 | $27 |
| 2. NVIDIA CORP 00 | 2025-07-08 | 2025-10-27 | $380 | $318 | $62 | $62 |
| 2. ROPER TECHNOLOGIES INC | 2025-07-08 | 2025-10-27 | $927 | $1,129 | -$202 | -$202 |
| 2. RENAISSANCERE HOLDINGS LTD COM | 2025-07-08 | 2025-11-06 | $537 | $482 | $55 | $55 |
| 80. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $25,306 | $1,684 | $23,622 | $23,622 |
| 80. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $25,306 | $1,763 | $23,543 | $23,543 |
| 80. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $25,306 | $1,805 | $23,501 | $23,501 |
| 940. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $297,346 | $21,212 | $276,134 | $276,134 |
| 10. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $3,163 | $202 | $2,961 | $2,961 |
| 50. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $15,816 | $1,009 | $14,807 | $14,807 |
| 80. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $25,306 | $1,739 | $23,567 | $23,567 |
| 60. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $18,979 | $1,304 | $17,675 | $17,675 |
| 80. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $25,306 | $1,798 | $23,508 | $23,508 |
| 80. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $25,306 | $1,798 | $23,508 | $23,508 |
| 60. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $18,980 | $1,349 | $17,631 | $17,631 |
| 660. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $208,774 | $14,375 | $194,399 | $194,399 |
| 60. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $18,980 | $1,298 | $17,682 | $17,682 |
| 80. ALPHABET INC SHS CL C | 1900-01-01 | 2025-11-24 | $25,306 | $1,731 | $23,575 | $23,575 |
| 2. ELI LILLY CO | 2025-07-08 | 2025-12-03 | $2,070 | $1,581 | $489 | $489 |
| 6. MICROSOFT CORPORATION | 2025-07-08 | 2025-12-03 | $2,894 | $2,970 | -$76 | -$76 |
| 16. NVIDIA CORP 00 | 2025-07-08 | 2025-12-03 | $2,884 | $2,545 | $339 | $339 |
| 16. AMERICAN WTR WKS CO INC NEW | 2025-07-08 | 2025-12-09 | $2,058 | $2,238 | -$180 | -$180 |
| 11. AMERICAN WTR WKS CO INC NEW | 2025-11-24 | 2025-12-09 | $1,415 | $1,447 | -$32 | -$32 |
| 1. ROPER TECHNOLOGIES INC | 2025-11-24 | 2025-12-09 | $443 | $443 | ||
| 4. ROPER TECHNOLOGIES INC | 2025-07-08 | 2025-12-09 | $1,774 | $2,259 | -$485 | -$485 |
| 2. ROPER TECHNOLOGIES INC | 2025-11-24 | 2025-12-09 | $887 | $1,088 | -$201 | -$201 |
| 8.4246 MAGNUM (THE) ICE CREAM C EUR PAR ORDINARY | 2025-11-24 | 2025-12-10 | $124 | $129 | -$5 | -$5 |
| 3.5754 MAGNUM (THE) ICE CREAM C EUR PAR ORDINARY | 2025-07-08 | 2025-12-10 | $53 | $55 | -$2 | -$2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $932,581 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,003 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,003 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,072 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,072 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,931 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BEVERLY WONG | ||||||
| 166 GEARY STREET SUITE 1500 | SAN FRANCISCO | CA | 941085628 | CEO | 0 | $0 |
| RONALD WONG | ||||||
| 166 GEARY STREET SUITE 1500 | SAN FRANCISCO | CA | 941085628 | CFO & SECRETARY | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $446,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,713 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $453,189 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $453,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $446,391 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,320 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,003 | TotalTaxAmt |
| Distributable Before Adj | $9,317 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,317 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,317 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,322 | 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 | $5,322 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,317 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,322 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,995 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,185 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $932,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $936,766 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $936,766 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| RONALD BEVERLY WONG | ||||||||
| 1 | 166 GEARY STREET | SUITE 1500 | SAN FRANCISCO | CA | 941085628 | $299,871 | Yes (X) | Yes (X) |
| RONALD BEVERLY WONG | ||||||||
| 2 | 166 GEARY STREET | SUITE 1500 | SAN FRANCISCO | CA | 941085628 | $5,406 | Yes (X) | |
| RONALD BEVERLY WONG | ||||||||
| 3 | 166 GEARY STREET | SUITE 1500 | SAN FRANCISCO | CA | 941085628 | $717,984 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 660 SHARES BERKSHIRE HATHAWAY | $299,871 | 2025-01-01 |
| 3 | 2400 SHARES ALPHABET INC | $717,984 | 2025-11-21 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 942749102 WATTS WATER TECH INC | $4,011 | $4,140 |
| 882508104 TEXAS INSTRUMENTS | $3,501 | $3,470 |
| 14448C104 CARRIER GLOBAL CORP | $10,305 | $9,406 |
| 101137107 BOSTON SCIENTIFIC CO | $4,331 | $4,195 |
| 038222105 APPLIED MATERIAL INC | $9,702 | $11,308 |
| 465741106 ITRON INC | $7,217 | $6,314 |
| 911363109 UNITED RENTALS INC | $6,440 | $6,475 |
| 871607107 SYNOPSYS INC | $9,753 | $10,334 |
| 94106L109 WASTE MANAGEMENT INC | $24,778 | $25,047 |
| 336433107 FIRST SOLAR INC | $5,970 | $6,792 |
| 030420103 AMERICAN WTR WKS CO | $3,731 | $3,524 |
| G8994E103 TRANE TECHNOLOGIES P | $4,992 | $4,670 |
| 28176E108 EDWARDS LIFESCIENCES | $7,339 | $7,587 |
| 000360206 AAON INC NEV PV $0.0 | $3,813 | $3,050 |
| 79466L302 SALESFORCE INC | $4,844 | $5,298 |
| 235851102 DANAHER CORP DEL | $8,356 | $8,699 |
| 92826C839 VISA INC CL A SHRS | $7,451 | $7,716 |
| 278865100 ECOLAB INC | $12,642 | $12,338 |
| 92537N108 VERTIV HLDG CO | $4,280 | $4,050 |
| 032095101 AMPHENOL CORP CL A N | $6,922 | $7,568 |
| 67066G104 NVIDIA | $41,688 | $44,574 |
| 291011104 EMERSON ELEC CO | $6,676 | $6,769 |
| 776696106 ROPER TECHNOLOGIES I | $3,143 | $2,671 |
| 00846U101 AGILENT TECHNOLOGIES | $16,459 | $15,648 |
| 907818108 UNION PACIFIC CORP | $12,702 | $12,954 |
| 874039100 TAIWAN S MANUFCTRING | $28,073 | $31,908 |
| 57636Q104 MASTERCARD INC | $18,682 | $19,410 |
| G87052109 TE CONNECTIVITY PLC | $6,598 | $7,280 |
| 760759100 REPUBLIC SERVICES IN | $9,631 | $9,113 |
| 31488V107 FERGUSON ENTERPRISES | $7,283 | $6,902 |
| G7496G103 RENAISSANCERE HLDGS | $11,051 | $12,371 |
| 82509L107 SHOPIFY INC CL A | $13,228 | $15,131 |
| 11135F101 BROADCOM INC | $11,102 | $10,383 |
| 058498106 BALL CORP | $4,819 | $4,926 |
| 98419M100 XYLEM INC SHS | $17,583 | $17,295 |
| 13646K108 CANADIAN PAC KANS CI | $4,969 | $5,007 |
| G1151C101 ACCENTURE PLC SHS | $6,140 | $6,171 |
| 532457108 ELI LILLY & CO | $13,284 | $13,971 |
| 65339F101 NEXTERA ENERGY INC S | $9,947 | $9,874 |
| 941848103 WATERS CORP | $7,204 | $7,217 |
| 831865209 SMITH A O CORP DEL | $8,248 | $8,360 |
| 443510607 HUBBELL INC SHS | $18,541 | $19,541 |
| 482480100 KLA CORP | $5,273 | $6,075 |
| 573874104 MARVELL TECH INC | $7,598 | $8,243 |
| 459506101 INTL FLAVORS&FRAGRNC | $4,522 | $4,380 |
| G7S00T104 PENTAIR PLC SHS | $6,588 | $6,561 |
| 00790R104 ADVANCED DRAIN SYS I | $2,929 | $3,041 |
| 278642103 EBAY INC | $17,492 | $19,249 |
| 052769106 AUTODESK INC DEL PV$ | $5,661 | $5,624 |
| 001084102 AGCO CORP | $3,892 | $3,756 |
| 92338C103 VERALTO CORP REG SHS | $13,287 | $13,271 |
| G3265R107 APTIV HOLDINGS LTD | $7,896 | $8,218 |
| 872540109 TJX COS INC NEW | $11,257 | $12,135 |
| 883556102 THERMO FISHER SCIENT | $11,332 | $12,168 |
| 45167R104 IDEX CORP DELAWARE | $8,870 | $9,075 |
| 98978V103 ZOETIS INC | $7,666 | $7,423 |
| 46120E602 INTUITIVE SURGICAL I | $9,962 | $10,194 |
| G8267P108 SMURFIT WESTROCK LTD | $3,167 | $3,248 |
| 548661107 LOWE'S COMPANIES INC | $7,600 | $7,717 |
| 594918104 MICROSOFT CORP | $46,151 | $46,428 |
| 697435105 PALO ALTO NETWORKS I | $9,296 | $9,026 |
| G54950103 LINDE PLC NEW | $18,786 | $18,761 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| J83173104 TERUMO 4543 | AT COST | $4,323 | $3,630 |
| F01764103 AIR LIQUIDE | AT COST | $5,822 | $5,647 |
| E6165F166 IBERDROLA SA, BILBAO | AT COST | $16,364 | $17,566 |
| G92087348 UNILEVER PLC REG SHS | AT COST | $3,587 | $3,595 |
| G54404127 LEGAL & GENERAL GROU | AT COST | $4,415 | $4,787 |
| F22797108 CREDIT AGRICOLESA EU | AT COST | $3,252 | $3,545 |
| F31665106 ESSILORLUXOTTICA .35 | AT COST | $9,422 | $8,876 |
| G7493L105 RELX PLC .14 GBP PAR | AT COST | $3,634 | $3,290 |
| 72201P597 PIMCO TOTAL RETURN E | AT COST | $159,606 | $160,650 |
| N3501V104 ADYEN B.V. PARTS SOC | AT COST | $7,950 | $8,074 |
| B5337G162 KBC GROUP NV EUR PAR | AT COST | $5,214 | $5,749 |
| 87245P635 NUVEEN CORE IMPACT B | AT COST | $159,966 | $160,403 |
| G0593M107 ASTRAZENECA PLC SHS | AT COST | $8,388 | $9,089 |
| K9773J201 VESTAS WIND SYSTEMS | AT COST | $3,665 | $4,723 |
| D66992104 SAP SE EUR PAR ORDIN | AT COST | $8,045 | $7,615 |
| D827A1108 SYMRISE AG, HOLZMIND | AT COST | $5,527 | $4,922 |
| N07059202 ASML HOLDING N.V. OR | AT COST | $7,359 | $8,657 |
| J70746136 SEKISUI HOUSE LTD 19 | AT COST | $5,536 | $5,527 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - CHARITABLE | CategoryTxt |
| Legal Fees | $4,328 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,328 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TYE INCOME ADJ | $29 |
| TAX COST ADJ FOR CONTRIB REC'D | $874,889 |
| SECURITIES ADJ | $5,268 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $0 | $0 | |
| OTHER CHARITABLE EXPENSES | $0 | $125 | $125 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES - BOA | $1,488 | $893 | $595 |
| INVESTMENT MANAGEMENT FEES | $686 | $411 | $274 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| RONALD BEVERLY WONG | ||||
| 166 GEARY STREET | SUITE 1500 | SAN FRANCISCO | CA | 941085628 |
| RONALD BEVERLY WONG | ||||
| 166 GEARY STREET | SUITE 1500 | SAN FRANCISCO | CA | 941085628 |
| RONALD BEVERLY WONG | ||||
| 166 GEARY STREET | SUITE 1500 | SAN FRANCISCO | CA | 941085628 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $19 | $19 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,072 | $0 | $0 |
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