FURP.ORG / PUBLIC DATA EXPLORER

ELLEN G AND EDWARD G WONG FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ELLEN G AND EDWARD G WONG FAMILY FOUNDATION (EIN 20-1740894)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-05
IRS object ID
201541259349100129
Schema version
2014v5.0
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)
Return2015-05-05T10:08:08-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19747 Business Park Ave Ste 236AddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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
Phone7604763551PhoneNum

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
Signature2015-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNADINE J ALLEVATOPreparerPersonNm
PTINP00037582PTIN
Phone8585499500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

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$81,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$84InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$84InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$84InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$27,708DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,708DividendsNetInvstIncmAmt
Dividends Adj Net Incm$27,708DividendsAdjNetIncmAmt
Total Rev And Expnss$108,792TotalRevAndExpnssAmt
Total Net Invst Incm$27,792TotalNetInvstIncmAmt
Total Adj Net Incm$27,792TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$875AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,355OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,230TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$107,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$107,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$110,080TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$107,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,288ExcessRevenueOverExpensesAmt
Net Investment Income$27,792NetInvestmentIncomeAmt
Adjusted Net Income$27,792AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,606CashBOYAmt
Cash EOY$8,060CashEOYAmt
Sav And Temp Cash Invst BOY$531,841SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$524,120SavAndTempCashInvstEOYAmt
Total Assets BOY$533,447TotalAssetsBOYAmt
Total Assets EOY$532,180TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$533,447UnrestrictedBOYAmt
Unrestricted EOY$532,180UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$533,447TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$532,180TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$533,447TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$532,180TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$533,447TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,288ExcessRevenueOverExpensesAmt
Other Increases$21OtherIncreasesAmt
Subtotal$532,180SubtotalAmt
Tot Net Ast Or Fund Balances EOY$532,180TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$556InvestmentIncomeExciseTaxAmt
Subtotal$556SubtotalAmt
Tax Based On Investment Income$556TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$7EsPenaltyAmt
Tax Due$563TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$556TaxBasedOnInvestmentIncomeAmt
Total Tax$556TotalTaxAmt
Distributable Before Adj$556DistributableBeforeAdjAmt
Distributable Before Ded$556DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$107,850ExpensesAndContributionsAmt
Qualifying Distributions$107,850QualifyingDistributionsAmt
Adjusted Qualifying Distri$107,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$26,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$58,500ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,500ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$158,500ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$42,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$347,500TotalExcessDistributionCyovAmt
Qualifying Distributions$107,850QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$107,850RemainingDistriFromCorpusAmt
Total Corpus$455,350TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$26,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$429,350ExcessDistriCyovToNextYrAmt
Excess From Year4$58,500ExcessFromYear4Amt
Excess From Year3$62,500ExcessFromYear3Amt
Excess From Year2$158,500ExcessFromYear2Amt
Excess From Year1$42,000ExcessFromYear1Amt
Excess From Current Year$107,850ExcessFromCurrentYearAmt

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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE CAMPANILE FOUNDATION
5500 CAMPANILE FOUNDATIONSAN DIEGOCA92182NONEORG.SCHOLARSHIP$20,000
EAST WEST CHRISTIAN OUTREACH
700 EAST FIRST STNATIONAL CITYCA91950NONEORG.GENERAL FUND$5,000
BETHEL SEMINARY SAN DIEGO
6116 AROSA STSAN DIEGOCA92115NONEORG.ESTABLISH SCHOLARSHIP$10,000
FOUNDATION FOR GROSSMONT CUYAMACA C
900 RANCHO SAN DIEGO PARKWAYEL CAJONCA92019NONEORG.SCHOLARSHIPS$25,000
HOUSE OF CHINA
12002 RUE DES AMISSAN DIEGOCA92131NONEORG.GENERAL FUND$4,000
SAN DIEGO SYMPANY
12415 SEVENTH AVESAN DIEGOCA92101SPONSOR CHILDREN TO ATTEND THE SAN DIEGO SYMPHANY YOUNG PEOPLES CONCERT$2,500
SAN DIEGO BOTANICAL GARDEN
P O BOX 230005ENCINITASCA92023NONENCRAINWATER HARVESTING$10,000
WORDS ALIVE
5111 SANTA FE STREET SUITE 219SAN DIEGOCA92109NONEORGEARLY LITERACY INTERVENTION PROGRAM$5,100
JUVENILE COURT BOOK CLUB INC
P O BOX 880706SAN DIEGOCA92168NONENCSTART PROGRAM AT CP BARRETT MARCH 2014$4,750
STEP SUPPORT THE ENLISTED PROJECT
P O BOX 26747SAN DIEGOCA92196NONENCTO HELP MEET THE INCREASED DEMANDS OF THE MILITARY FAMILIES$7,500
SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVESAN DIEGOCA92121NONEORGPROVIDE BACKPACKS OF WEEKEND FOOD FOR 20 CHRONICALLY HUNGRY CHILDREN$4,000
PROMISE2KIDS
9400 RUFFIN COURT SUITE ASAN DIEGOCA92123NONENCJUNIOR GUARDIAN SCHOLARS PROGRAM$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$107,850TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion$84ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion$27,708ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$27,792ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,792TotalIncomeProducingActyAmt

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 ELLEN 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$80,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryALLEVATO TAX SERVICE INCCategoryTxt
Amt$875Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
CARLSBAD BUSINESS LICENSE$1
FOREIGN TAXES$34
FRANCHISE TAX BOARD$10
POST OFFICE BOX RENT$154
POSTAGE$15
REGISTRY CHARITABLE TRUST$25
S. D. GRANTMKERS/BOOK$750
SECRETARY OF STATE$20
UNITED STATES TREASURY$346

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTDesc
Amt$21Amt