FURP.ORG / PUBLIC DATA EXPLORER

ELLEN G AND EDWARD G WONG FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ELLEN G AND EDWARD G WONG FAMILY FOUNDATION (EIN 20-1740894)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202101349349101545
Schema version
2020v4.0
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)
Return2021-05-14T10:14:13-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953701289PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALLEVATO TAX SERVICE INCBusinessNameLine1Txt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-05-14SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNADINE ALLEVATOPreparerPersonNm
PTINP00037582PTIN
Phone8585499500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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)
Contri Rcvd Rev And Expnss$20,265ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$49InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$49InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$20,314TotalRevAndExpnssAmt
Total Net Invst Incm$49TotalNetInvstIncmAmt
Total Adj Net Incm$49TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,400AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$967TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$227OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,594TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,594TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$43,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,280ExcessRevenueOverExpensesAmt
Net Investment Income$49NetInvestmentIncomeAmt
Adjusted Net Income$49AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,589CashBOYAmt
Cash EOY$26,260CashEOYAmt
Sav And Temp Cash Invst BOY$215,762SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$172,811SavAndTempCashInvstEOYAmt
Total Assets BOY$224,351TotalAssetsBOYAmt
Total Assets EOY$199,071TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$224,351NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$224,351TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$199,071TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$224,351TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$199,071TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$224,351TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,280ExcessRevenueOverExpensesAmt
Subtotal$199,071SubtotalAmt
Tot Net Ast Or Fund Balances EOY$199,071TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Tax Due$1TaxDueAmt

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
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)
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$1DistributableBeforeAdjAmt
Distributable Before Ded$1DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,000ExpensesAndContributionsAmt
Qualifying Distributions$43,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$43,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$188,600ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$133,350ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$222,850ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$140,581ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$169,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$854,381TotalExcessDistributionCyovAmt
Qualifying Distributions$43,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$43,000RemainingDistriFromCorpusAmt
Total Corpus$897,381TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$188,600ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$708,781ExcessDistriCyovToNextYrAmt
Excess From Year4$133,350ExcessFromYear4Amt
Excess From Year3$222,850ExcessFromYear3Amt
Excess From Year2$140,581ExcessFromYear2Amt
Excess From Year1$169,000ExcessFromYear1Amt
Excess From Current Year$43,000ExcessFromCurrentYearAmt

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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE CAMPANILE FOUNDATION
5500 CAMPANILE FOUNDATIONSAN DIEGOCA92182NONEORG.SCHOLARSHIP$30,000
WORDS ALIVE
5111 SANTA FE ST 219SAN DIEGOCA92109NONEREAD ALOUD PROGRAMS$1,500
EAST WEST CHRISTIAN OUTREACH
4550 KEAREY VILLA ROAD SUITE 212SAN DIEGOCA92123NONEIN SUPPORT OF THEIR MISSION$5,000
SAN DIEGO SYMPHONY
750 B STREETSAN DIEGOCA92101NONEBERTON FAMILY YOUNG PEOPLE'S CONCERT FIELD TRIP$3,000
RONALD McDONALD HOUSE OF CHARITIES
2929 CHILDRENS WAYSAN DIEGOCA92123NONEDIRECTOR'S GRANT$1,500
SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVENUESAN DIEGOCA92121NONEDIRECTOR'S GRANT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$49RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$49RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEDWARD G WONGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111186 PACEMONT LANEAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92126ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryALLEVATO TAX SERVICE INCCategoryTxt
Amt$1,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK CHARGES$4
CARLSBAD BUSINESS LICENSE$4
POST OFFICE BOX RENT$190
POSTAGE$4
REGISTRY CHARITABLE TRUST$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FRANCHISE TAX$10
INTERNAL REVENUE SERVICE$957