ELLEN G AND EDWARD G WONG FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELLEN G AND EDWARD G WONG FAMILY FOUNDATION (EIN 20-1740894)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202011959349101636
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T13:09:54-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953701289 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEVATO TAX SERVICE INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11990 Avenida Consentido | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201740894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLEN G AND EDWARD G WONG | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLE | BusinessNameControlTxt |
| Phone | 6193181823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 925228 | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA A WONG | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NADINE ALLEVATO | PreparerPersonNm |
| PTIN | P00037582 | PTIN |
| Phone | 8585499500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $30,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $35 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,564 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,564 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,564 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $213,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,251 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $998 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $77,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,850 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,597 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $149 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $309 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$92,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,597 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,347 | CashBOYAmt |
| Cash EOY | $8,589 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $280,912 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $215,762 | SavAndTempCashInvstEOYAmt |
| Total Assets BOY | $317,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $224,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $317,259 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $317,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $224,351 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $317,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $224,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $317,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$92,908 | ExcessRevenueOverExpensesAmt |
| Subtotal | $224,351 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $224,351 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 266.452 LIFE STRATEGY CONSRV GOWTH | P | 2018-12-31 | 2019-12-31 | $5,603 | $4,605 | $998 | $998 |
| 5104.081 LIFE STRATEGY CONSRV GOWTH | P | 2017-12-31 | 2019-12-31 | $107,339 | $88,219 | $19,120 | $19,120 |
| 4761.591 LIFE STRATEGY CONSRV GOWTH | P | 2017-12-31 | 2019-12-31 | $100,136 | $78,003 | $22,133 | $22,133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,251 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $998 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $957 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $957 | SubtotalAmt |
| Tax Based On Investment Income | $957 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $957 | TaxDueAmt |
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 | false | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| EDWARD G WONG | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Director/Presid | 0.00 | $0 |
| HERMAN H WONG | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Dir/V.President | 0.00 | $0 |
| PAULINE L WONG DVM | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Dir/2nd V.Presi | 0.00 | $0 |
| LINDA KNARREBORG | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Dir/3rd V.Presi | 0.00 | $0 |
| DEBRA A WONG | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Dir/Treas/Secre | 0.00 | $0 |
| CAROL Y WONG | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Director | 0.00 | $0 |
| VICTOR KNARREBORG | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Director | 0.00 | $0 |
| JOHN C HENRY | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $957 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $957 | TotalTaxAmt |
| Distributable Before Adj | $957 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $957 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $169,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $169,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $107,850 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $188,600 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,350 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $222,850 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,581 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $793,231 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $169,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $962,231 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $107,850 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $854,381 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $188,600 | ExcessFromYear4Amt |
| Excess From Year3 | $133,350 | ExcessFromYear3Amt |
| Excess From Year2 | $222,850 | ExcessFromYear2Amt |
| Excess From Year1 | $140,581 | ExcessFromYear1Amt |
| Excess From Current Year | $169,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD G WONG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD G WONG PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 235228 | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7604763551 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANT 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 Deadlines | REC. 1/15 CONSIDERED IN MAY- REC. 8/15 CONS. IN NOV. | SubmissionDeadlinesTxt |
| Restrictions On Awards | WILL 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CAMPANILE FOUNDATION | |||||||
| 5500 CAMPANILE FOUNDATION | SAN DIEGO | CA | 92182 | NONE | ORG. | SCHOLARSHIP | $15,000 |
| KITCHENS FOR GOOD | |||||||
| 404 EUCLID AVE SUITE 101 | SAN DIEGO | CA | 92114 | NONE | ORG. | GENERAL FUND | $5,000 |
| INTERACTIVE MEDIA INSTITUTE | |||||||
| 6540 LUSK BLVD SUITE C252 | SAN DIEGO | CA | 92121 | NONE | ORG | REALITY AIR TRAVEL FOR CHILDREN OF THE AUTISM SPETRUM | $3,000 |
| UNITED WAY OF SAN DIEGO | |||||||
| 4699 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | NONE | ORG. | SUPPORT OF EDUCATIONAL INITATIVES | $5,000 |
| SAN DIEGO SYMPHANY | |||||||
| 1245 SEVENTH AVE | SAN DIEGO | CA | 92101 | NONE | ORG | YOUNG PEOPLE'S CONCERT | $2,500 |
| WORKSHOP FOR WARRIER | |||||||
| 2970 MAIN STREET | SAN DIEGO | CA | 92113 | NONE | SUPPORT TRAINING OF MILITARY VETERANS | $10,000 | |
| UNITED THROUGH READING | |||||||
| 1455 FRAZEE RD SUITE 500 | SAN DIEGO | CA | 92108 | NONE | NC | SUPPORT READING PROGRAM | $10,000 |
| AZUSA PACIFIC | |||||||
| PO BOX 7000 | AZUSA | CA | 91702 | NONE | NC | 4 SCHOLARSHIPS FOR UNDERREPRESENTED SEMINARY STUDENTS AT THEIR SAN DIEGO REGIONAL CAMPUS | $10,000 |
| PROMIS2KIDS | |||||||
| 9400 RUFFIN ROAD | SAN DIEGO | CA | 92123 | NONE | NC | FOR GUARDIAN SCHOLARS | $10,000 |
| SAN DIEGO ARCHITECTURAL FOUNDTION | |||||||
| 363 5TH AVE 203 | SAN DIEGO | CA | 92101 | NONE | BUILD ENVIRONMENT EDUCATION | $2,000 | |
| BURN INSTITUTE | |||||||
| 8825 AERO DRIVE 200 | SAN DIEGO | CA | 92123 | NONE | NC | CAMP BEYOND THE SCARS | $5,000 |
| MUSEUM OF PHOTOGRAPHIC | |||||||
| 1649 EL PRADO | SAN DIEGO | CA | 92101 | NONE | EXPOSURE TITLE 1 SCHOOL PROGRAM | $5,000 | |
| SAN DIEGO ZOO GLOBAL | |||||||
| PO BOX 120551 | SAN DIEGO | CA | 92112 | NONE | NC | SAVE OUR AQUATIC RESOUCE PROGRAM | $9,000 |
| OUTDOAR OUTREACH | |||||||
| 5275 MARKET STREET STE 21 | SAN DIEGO | CA | 92114 | NONE | FOR ADVENTURE CLUB | $5,000 | |
| BIOCOM | |||||||
| 10996 TORREYANA ROAD 200 | SAN DIEGO | CA | 92121 | NONE | NC | VETERANS INITIATIVE | $5,000 |
| EAST COUNTY YOUTH SYMPHANY | |||||||
| PO BOX 25 | EL CAJON | CA | 92022 | NONE | PRE ORCHESTRA DIVISION PROGRAM | $3,000 | |
| GIRLS RISING | |||||||
| PO BOX 161218 | SAN DIEGO | CA | 92176 | NONE | NC | SUPPORT LITTLE SISTERS PROGRAM | $5,000 |
| JUST IN TIME | |||||||
| 4560 ALVARADO CANYON RD | SAN DIEGO | CA | 92120 | NONE | COLLEGE BOUND PROGRAM | $5,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 1207 UPAS | SAN DIEO | CA | 92103 | NONE | NC | OUTREACH PROGRAM | $5,000 |
| RESOUNDING JOY | |||||||
| 10455 SORRENTO VALLEY RD | SAN DIEGO | CA | 92121 | NONE | NC | IN SUPPORT OF MUSIC THERAPY SERVICES | $7,500 |
| AQUA HEDIODA LAGOON FOUNDATION | |||||||
| 1580 CANNON RD | CARLSBAD | CA | 92008 | NC | ACADEMY OF ENVIRONMENTAL STEWARDSHIP PROGRAM | $10,000 | |
| SAN DIEGO EDUCATION FUND | |||||||
| 4100 NORMAL ST | SAN DIEO | CA | 92103 | NONE | 5 TERACHERS SCHOLARSHIPS | $10,000 | |
| SAN DIEGO BOTANIC GARDENS | |||||||
| PO BOX 230005 | ENCINITAS | CA | 92023 | NONE | NC | DIRECTOR'S GRANT | $8,000 |
| FOUNDATION FOR GROSSMONT CUYAMACA C | |||||||
| 900 RANCHO SAN DIEGO PARKWAY | EL CAJON | CA | 92019 | NONE | NC | ORANAMENTAL HORTICULTURE DPT SCHOLARSHIP AND INTERNSHIP | $5,000 |
| WORDS ALIVE | |||||||
| 5111 SANTA FE ST 219 | SAN DIEGO | CA | 92109 | NONE | FOR FAMILY LITERACY PROGRAM | $5,000 | |
| HOUSE OF CHINA | |||||||
| 12002 RUE DES AMIS | SAN DIEGO | CA | 92131 | NONE | SUPPORT THE MOON FESTIVAL | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,564 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $42,251 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,599 | ExclusionAmt |
| Related Or Exempt Function Incm | $42,251 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,850 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EDWARD G WONG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11186 PACEMONT LANE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ALLEVATO TAX SERVICE INC | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $25 |
| CARLSBAD BUSINESS LICENSE | $4 |
| POST OFFICE BOX RENT | $175 |
| POSTAGE | $55 |
| REGISTRY CHARITABLE TRUST | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FRANCHISE TAX | $10 |
| INTERNAL REVENUE SERVICE | $139 |