ELLEN G AND EDWARD G WONG FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ELLEN G AND EDWARD G WONG FAMILY FOUNDATION (EIN 20-1740894)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349101880
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T10:35:01-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 7604763551 | 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 | 2019-05-11 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $78 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,164 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,164 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,729 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,729 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $106,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,971 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,242 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $925 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,082 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,581 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,581 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $143,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,581 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,971 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,242 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,217 | CashBOYAmt |
| Cash EOY | $36,347 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $324,011 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $280,912 | SavAndTempCashInvstEOYAmt |
| Total Assets BOY | $354,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $317,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $354,228 | UnrestrictedBOYAmt |
| Unrestricted EOY | $317,259 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $354,228 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $317,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $354,228 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $317,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $354,228 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,967 | ExcessRevenueOverExpensesAmt |
| Subtotal | $317,261 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $317,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Capital Gain Dividends | PropertyDesc |
| Gain Or Loss | $1,729 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,729 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $139 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $139 | SubtotalAmt |
| Tax Based On Investment Income | $139 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $139 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $139 | TotalTaxAmt |
| Distributable Before Adj | $139 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $139 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,581 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $140,581 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $140,581 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $42,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $107,850 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $188,600 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $133,350 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $222,850 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $694,650 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,581 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $140,581 | RemainingDistriFromCorpusAmt |
| Total Corpus | $835,231 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $42,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $793,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $107,850 | ExcessFromYear4Amt |
| Excess From Year3 | $188,600 | ExcessFromYear3Amt |
| Excess From Year2 | $133,350 | ExcessFromYear2Amt |
| Excess From Year1 | $222,850 | ExcessFromYear1Amt |
| Excess From Current Year | $140,581 | 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 (18 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 | $25,000 |
| EAST WEST CHRISTIAN OUTREACH | |||||||
| 4550 KEARNY VILLA ROAD | SAN DIEGO | CA | 92123 | NONE | ORG. | GENERAL FUND | $7,500 |
| FOUNDATION FOR GROSSMONT CUYAMACA C | |||||||
| 900 RANCHO SAN DIEGO PARKWAY | EL CAJON | CA | 92019 | NONE | ORG. | SCHOLARSHIPS AND INTERNSHIPS | $15,000 |
| HOUSE OF CHINA | |||||||
| 12002 RUE DES AMIS | SAN DIEGO | CA | 92131 | NONE | ORG. | GENERAL FUND | $5,000 |
| SAN DIEGO SYMPHANY | |||||||
| 12415 SEVENTH AVE | SAN DIEGO | CA | 92101 | NONE | YOUNG PEOPLE'S CONCERT | $2,500 | |
| WORKSHOP FOR WARRIER | |||||||
| 2970 MAIN STREET | SAN DIEGO | CA | 92113 | NONE | SUPPORT TRAINING OF MILITARY VETERANS | $17,500 | |
| MIRAMAR COLLEGE FOUNDATION | |||||||
| 10440 BLACK MOUNTAIN RD | SAN DIEGO | CA | 92126 | NONE | NC | TOWARD THE SAN DIEGO MIRAMAR COLLEGE FOUNDAION GENERAL SCHOLARSHIP FUND | $7,500 |
| FRIENDS OF BALBOA PARK | |||||||
| 2125 PARK BLVD | SAN DIEFO | CA | 92102 | NONE | NC | FOR FIELD TRIP PROGRAM | $7,000 |
| LIVING COAST DISCOVERY CENTER | |||||||
| 1000 GUNPOWDER POINT DR | CHULA VISTA | CA | 91910 | NONE | NC | IN SUPPORT OF THE NATIVE POLLINATOR GARDENS | $500 |
| SEARY FOUNDATION | |||||||
| 3530 CAMINO DEL RIO NOTH STE 101 | SAN DIEGO | CA | 92123 | NONE | CAMP REACH FOR THE SKY | $5,000 | |
| BURN INSTITUTE | |||||||
| 8825 AERO DRIVE 200 | SAN DIEGO | CA | 92123 | NONE | CAMP BEYOND THE SCARS | $5,000 | |
| HENRY CLUSTER STEMM FOUNDATION | |||||||
| 8633 TOMMY DRIVE | SAN DIEGO | CA | 92119 | NONE | GRANT TO SUPPORT ESTABLISHING A NETWORK OF FIRST TEAMS IN LOCAL SCHOOLS | $4,000 | |
| NORTH COUNTY HEALTH SERVICES | |||||||
| 150 VALPREDA RD | SAN MARCOS | CA | 92069 | NONE | 2 HAND HELD PHOTOSCREENERS | $12,581 | |
| OUTDOAR OUTREACH | |||||||
| 5275 MARKET STREET STE 21 | SAN DIEGO | CA | 92114 | NONE | FOR ADVENTURE CLUB | $5,000 | |
| STEP SUPPORT HE ENLISTED PROJECT | |||||||
| 9951 BUSIHNESS PARK AVE STE A | SAN DIEGO | CA | 92131 | NONE | FOR FINANCIAL ASSISTANCE | $7,500 | |
| EAST COUNTY YOUTH SYMPHANY | |||||||
| PO BOX 25 | EL CAJON | CA | 92022 | NONE | PRE ORCHESTRA DIVISION PROGRAM | $3,000 | |
| SAN DIEGO GRANTMAKERS | |||||||
| 5060 SHOREHAM PLACE STE 350 | SAN DIEGO | CA | 92122 | NONE | EQUITY AND INNOVATION FUND | $5,000 | |
| SAN DIEGO BOTANICAL GARDENS | |||||||
| PO BOX 23005 | ENCINITAS | CA | 92023 | NONE | JULIAN DUVAL FUND FOR HORTICULTURE AND DEVELOPMENT | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,581 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $78 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,729 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,242 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,729 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,971 | 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 | $100,000 | 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 | $1,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CARLSBAD BUSINESS LICENSE | $4 |
| FOREIGN TAXES | $68 |
| POST OFFICE BOX RENT | $166 |
| POSTAGE | $24 |
| REGISTRY CHARITABLE TRUST | $50 |
| S. D. GRANTMKERS/BOOK | $750 |
| SECRETARY OF STATE | $20 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FRANCHISE TAX BOASRD | $10 |
| INTERNAL REVENUE SERVICE | $915 |