ELLEN G AND EDWARD G WONG FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: ELLEN G AND EDWARD G WONG FAMILY FOUNDATION (EIN 20-1740894)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-05-11
IRS object ID: 201741319349102814
Schema version: 2016v3.0
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
Accounting Fees Schedule
Other Expenses Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-11T14:55:16-07:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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	2016-01-01	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	2017-05-08	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	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	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	$100,250	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$123	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$123	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$123	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$7,265	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$7,265	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$7,265	DividendsAdjNetIncmAmt
Total Rev And Expnss	$107,638	TotalRevAndExpnssAmt
Total Net Invst Incm	$7,388	TotalNetInvstIncmAmt
Total Adj Net Incm	$7,388	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,000	AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss	$1,031	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$2,031	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$133,350	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$133,350	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$135,381	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$133,350	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$27,743	ExcessRevenueOverExpensesAmt
Net Investment Income	$7,388	NetInvestmentIncomeAmt
Adjusted Net Income	$7,388	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$16,293	CashBOYAmt
Cash EOY	$65,219	CashEOYAmt
Sav And Temp Cash Invst BOY	$444,867	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$368,199	SavAndTempCashInvstEOYAmt
Total Assets BOY	$461,160	TotalAssetsBOYAmt
Total Assets EOY	$433,418	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$461,160	UnrestrictedBOYAmt
Unrestricted EOY	$433,418	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$461,160	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$433,418	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$461,160	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$433,418	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$461,160	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$27,743	ExcessRevenueOverExpensesAmt
Other Increases	$1	OtherIncreasesAmt
Subtotal	$433,418	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$433,418	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$148	InvestmentIncomeExciseTaxAmt
Subtotal	$148	SubtotalAmt
Tax Based On Investment Income	$148	TaxBasedOnInvestmentIncomeAmt
Tax Due	$148	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

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	$148	TaxBasedOnInvestmentIncomeAmt
Total Tax	$148	TotalTaxAmt
Distributable Before Adj	$148	DistributableBeforeAdjAmt
Distributable Before Ded	$148	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$133,350	ExpensesAndContributionsAmt
Qualifying Distributions	$133,350	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$133,350	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$62,500	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$158,500	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$42,000	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$107,850	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$188,600	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$559,450	TotalExcessDistributionCyovAmt
Qualifying Distributions	$133,350	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$133,350	RemainingDistriFromCorpusAmt
Total Corpus	$692,800	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$62,500	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$630,300	ExcessDistriCyovToNextYrAmt
Excess From Year4	$158,500	ExcessFromYear4Amt
Excess From Year3	$42,000	ExcessFromYear3Amt
Excess From Year2	$107,850	ExcessFromYear2Amt
Excess From Year1	$188,600	ExcessFromYear1Amt
Excess From Current Year	$133,350	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 (11 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	$30,000
EAST WEST CHRISTIAN OUTREACH
4550 KEARNY VILLA ROAD	SAN DIEGO	CA	92123	NONE	ORG.	GENERAL FUND	$10,000
BETHEL SEMINARY SAN DIEGO
6116 AROSA ST	SAN DIEGO	CA	92115	NONE	ORG.	ESTABLISH SCHOLARSHIP	$30,000
FOUNDATION FOR GROSSMONT CUYAMACA C
900 RANCHO SAN DIEGO PARKWAY	EL CAJON	CA	92019	NONE	ORG.	SCHOLARSHIPS AND INTERNSHIPS	$30,000
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		WORKSHOPS FOR WARRIERS	$2,500
SAN DIEGO CHINESE HISTORICAL MUSEUM
404 THIRD AVE	SAN DIEGO	CA	92101	NONE		ESTABLISH ACADEMIC INTERNSHIP	$5,850
WORKSHOP FOR WARRIER
2970 MAIN STREET	SAN DIEGO	CA	92113	NONE		SUPPORT TRAINING OF MILITARY VETERANS	$8,000
FRESH START SURGICAL GIFT
2011 PALOMAR AIRPORT ROAD STE 206	CARLSBAD	CA	92011	NONE		GRANT IN SUPPORT OF THEIR PROGRAM (SURGICAL WEEKEND)	$5,000
SAN DIEGO GRANTMAKERS
5060 SHOREHAM PLACE	SAN DIEGO	CA	92122	NONE	ORG	MILITARY FAMILIES WORKING GROUP	$6,000
FOUNDATION FOR ANIMAL CARE EDUCATIO
10505 SORRENTO VALLEY RD STE 175	SAN DIEGO	CA	92121	NONE		SUPPORT YOUTH HUMAN EDUCATION PROGRAM	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$133,350	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$123	RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$7,265	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$7,388	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$7,388	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	$1,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
CARLSBAD BUSINESS LICENSE	$1
FOREIGN TAXES	$57
POST OFFICE BOX RENT	$160
POSTAGE	$3
REGISTRY CHARITABLE TRUST	$50
S. D. GRANTMKERS/BOOK	$750
SECRETARY OF STATE	$10

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ADJUSTMENT	Desc
Amt	$1	Amt