FURP.ORG / PUBLIC DATA EXPLORER

ELLEN G AND EDWARD G WONG FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ELLEN G AND EDWARD G WONG FAMILY FOUNDATION (EIN 20-1740894)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202421349349102667
Schema version
2023v5.0
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)
Return2024-05-13T10:18:43-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN821375690PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Nadine AllevatoBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111990 Avenida ConsentidoAddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92128ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201740894EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELLEN G AND EDWARD G WONGBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlELLEBusinessNameControlTxt
Phone6193181823PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 925228AddressLine1Txt
CityENCINITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBRA A WONGPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2024-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEBRA APersonFirstNm
Person LastWONGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNADINE ALLEVATOPreparerPersonNm
PTINP00037582PTIN
Phone8585499500PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$13InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$13TotalRevAndExpnssAmt
Total Net Invst Incm$13TotalNetInvstIncmAmt
Total Adj Net Incm$13TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$295OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,170TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,970TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,957ExcessRevenueOverExpensesAmt
Net Investment Income$13NetInvestmentIncomeAmt
Adjusted Net Income$13AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,531CashBOYAmt
Cash EOY$13,562CashEOYAmt
Sav And Temp Cash Invst BOY$132,846SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$132,859SavAndTempCashInvstEOYAmt
Total Assets BOY$155,377TotalAssetsBOYAmt
Total Assets EOY$146,421TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$155,377NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$146,421NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$155,377TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$146,421TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$155,377TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$146,421TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$155,377TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,957ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$146,421SubtotalAmt
Tot Net Ast Or Fund Balances EOY$146,421TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
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 Line1DEBRA WONG HENRYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6193181823PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17842 ESCALLONIA COURTAddressLine1Txt
CityCARLSBADCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92011ZIPCd
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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
EDWARD G WONG
P O BOX 235228ENCINITASCA920235228Director/Presid0.00$0
HERMAN H WONG
P O BOX 235228ENCINITASCA920235228Dir/V.President0.00$0
PAULINE L WONG DVM
P O BOX 235228ENCINITASCA920235228Dir/2nd V.Presi0.00$0
LINDA KNARREBORG
P O BOX 235228ENCINITASCA920235228Dir/3rd V.Presi0.00$0
DEBRA A WONG
P O BOX 235228ENCINITASCA920235228Dir/Treas/Secre0.00$0
CAROL Y WONG
P O BOX 235228ENCINITASCA920235228Director0.00$0
VICTOR KNARREBORG
P O BOX 235228ENCINITASCA920235228Director0.00$0
JOHN C HENRY
P O BOX 235228ENCINITASCA920235228Director0.00$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)
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,800ExpensesAndContributionsAmt
Qualifying Distributions$7,800QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$140,581ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$169,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$43,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$35,500ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$35,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$423,081TotalExcessDistributionCyovAmt
Qualifying Distributions$7,800QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$7,800RemainingDistriFromCorpusAmt
Total Corpus$430,881TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$140,581ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$290,300ExcessDistriCyovToNextYrAmt
Excess From Year4$169,000ExcessFromYear4Amt
Excess From Year3$43,000ExcessFromYear3Amt
Excess From Year2$35,500ExcessFromYear2Amt
Excess From Year1$35,000ExcessFromYear1Amt
Excess From Current Year$7,800ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD G WONGContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEDWARD G WONG PRESIDENTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 235228AddressLine1Txt
CityENCINITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92023ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7604763551RecipientPhoneNum
Form And Info And MaterialsAPPLICANT SHOULD SUBMIT A LETTER (1 - 2 PAGES) OF INQUIRY. THE LETTER SHOULD HAVE A BRIEF STATEMENT OF THE ORGANIZATION AND A DISCRIPTION OF PROJECT OF WHICH FUNDS ARE BEING REQUESTED. PROPOSALS SUBMITTED WITHOUT AN INITIAL LETTER OF INQUIRY WILL NOT BE REVIEWED.FormAndInfoAndMaterialsTxt
Submission DeadlinesREC. 1/15 CONSIDERED IN MAY- REC. 8/15 CONS. IN NOV.SubmissionDeadlinesTxt
Restrictions On AwardsWILL NOT MAKE GRANTS TO INDIVIDUALS, OPERATE SCHOLARSHIPS, FELLOWSHIPS OR LEISURE TRAVEL PROGRAMS. NOR WILL WE SUPPORT ANNUAL OR CAPITAL CAMPAIGNS, POLITICAL ACTIVITES OR THE LIKE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FOUNDATION OF GROSSMONT CUYAMACA CO
8800 GROSSMONT COLLEGE DRIVEEL CAJONCA92020NONESCHOLARSHIP ORNAMENENTAL HORTICULTURE DEPARTMENT OF CUYAMACA COLLEGE$3,900
SAN DIEGO MIRAMAR COLLEGE
10440 BLACK MOUNTAIN RDSAN DIEGOCA92126NONEFOR THE LIM AND WONG SCHOLARSHIP ATMIRAMAR COLLEGE$3,900
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13TotalIncomeProducingActyAmt

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)
CategoryNADINE ALLEVATOCategoryTxt
Amt$850Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK CHARGES$4
CARLSBAD BUSINESS LICENSE$4
POST OFFICE BOX RENT$274
POSTAGE$13

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$1Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySECRETARY OF STATECategoryTxt
Amt$25Amt