ELLEN G AND EDWARD G WONG FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ELLEN G AND EDWARD G WONG FAMILY FOUNDATION (EIN 20-1740894)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201231359349101013
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-14T08:32:57-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEVATO TAX SERVICE INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9747 Business Park Ave Ste 236 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201740894 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLEN G AND EDWARD G WONG | BusinessNameLine1 |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELLE | NameControl |
| Phone | 7604763551 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 925228 | AddressLine1 |
| City | ENCINITAS | City |
| State | CA | State |
| ZIP Code | 92023 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBRA A WONG | Name |
| Title | Secretary | Title |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NADINE J ALLEVATO | Name |
| Phone | 8585499500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 555996 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 101500 | ContriReceivedRevAndExpnss |
| Dividends Net Invst Incm | 9684 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 101500 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9684 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Other Expenses Rev And Expnss | 691 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1391 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 62500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 62500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 63891 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 62500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 37609 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9684 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10419 | CashBOY |
| Cash EOY | 80328 | CashEOY |
| Cash EOYFMV | 80328 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 498284 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 475668 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 475668 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 508703 | TotalAssetsBOY |
| Total Assets EOY | 555996 | TotalAssetsEOY |
| Total Assets EOYFMV | 555996 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 508703 | UnrestrictedBOY |
| Unrestricted EOY | 555996 | UnrestrictedEOY |
| Total Net Assets BOY | 508703 | TotalNetAssetsBOY |
| Total Net Assets EOY | 555996 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 508703 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 555996 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 508703 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 37609 | ExcessOfRevenueOverExpenses |
| Other Increases | 9684 | OtherIncreases |
| Subtotal | 555996 | Subtotal |
| Total Net Assets Fund Balances EOY | 555996 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 194 | InvestmentIncomeExciseTax |
| Subtotal | 194 | Subtotal |
| Tax Based On Investment Income | 194 | TaxBasedOnInvestmentIncome |
| Tax Due | 194 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ELLEN G WONG | ||||||
| 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 |
| VICTOR KNARREBORG | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Director | 0.00 | 0 |
| CAROL Y WONG | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Director | 0.00 | 0 |
| DEBRA A WONG | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Dir/Treas/Secre | 0.00 | 0 |
| LINDA KNARREBORG | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Dir/3rd V.Presi | 0.00 | 0 |
| PAULINE L WONG DVM | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Dir/2nd V.Presi | 0.00 | 0 |
| HERMAN H WONG | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Dir/V.President | 0.00 | 0 |
| EDWARD G WONG | ||||||
| P O BOX 235228 | ENCINITAS | CA | 920235228 | Director/Presid | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 194 | TaxBasedOnInvestmentIncome |
| Total Tax | 194 | TotalTax |
| Distributable Amount Before Adj | 194 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 194 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 62500 | ExpensesAndContributions |
| Qualifying Distributions | 62500 | QualifyingDistributions |
| Adj Qualifying Distributions | 62500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 34000 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 31500 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 37000 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 26000 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 58500 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 187000 | TotalExcessDistriCarryover |
| Qualifying Distributions | 62500 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Remaining Distri From Corpus | 62500 | RemainingDistriFromCorpus |
| Total Corpus | 249500 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 34000 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 215500 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 31500 | ExcessFromYear4 |
| Excess From Year3 | 37000 | ExcessFromYear3 |
| Excess From Year2 | 26000 | ExcessFromYear2 |
| Excess From Year1 | 58500 | ExcessFromYear1 |
| Excess From Current Year | 62500 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD G WONG | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | EDWARD G WONG PRESIDENT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 235228 | AddressLine1 |
| City | ENCINITAS | City |
| State | CA | State |
| ZIP Code | 92023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7604763551 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | REC. 1/15 CONSIDERED IN MAY- REC. 8/15 CONS. IN NOV. | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| SAN DIEGO SYMPHONY | |||||||
| 1245 SEVENTH AVE | SAN DIEGO | CA | 92101 | NONE | ORG. | SPONSOR 500 SCHOOL CHILDREND TO ATTEND THE YOUNG PEOPLES CONCERT | $2,500 |
| OUTDOOR OUTREACH | |||||||
| 5275 MARKET STREET | SAN DIEGO | CA | 92114 | NONE | ORG. | GRANT TO SUPPORT THE ADVENTURE CLUB PROGRAM | $5,000 |
| SAN DIEGO ARMED SERVICES YMCA | |||||||
| 3293 SANTO ROAD | SAN DIEGO | CA | 92124 | NONE | ORG. | TO HELP THE MILITARY AND THEIR FAMILIES | $5,000 |
| SAN DIEGO MILITARY OUTREACH MINISTR | |||||||
| P O BOX 3030 | LA MESA | CA | 91944 | NONE | ORG. | TO HELP THE MILITARY AND THEIR FAMILIES | $5,000 |
| NAVY MARINE CORPS RELIEF SOCIETY | |||||||
| P O BOX 45339 BLDG 2273 ELROD AVE | SAN DIEGO | CA | 92145 | NONE | ORG. | TO HELP THE MILITARY AND THEIR FAMILIES | $5,000 |
| RANCHO SANTA FE FOUNDATION | |||||||
| P O BOX 811 | RANCHO SANTA FE | CA | 92067 | NONE | ORG. | AFIC/THE WOUNDED & FALLEN WARRIERS FUND | $5,000 |
| OPERATION HOMEFRONT | |||||||
| P O BOX 267847 | SAN DIEGO | CA | 92196 | NONE | ORG. | FOR FOOD VOUCHERS AND EMERGENCY FINANCIAL AID | $5,000 |
| BETHEL SEMINARY SAN DIEGO | |||||||
| 6116 AROSA ST | SAN DIEGO | CA | 92115 | NONE | ORG. | ESTABLISH SCHOLARSHIP | $9,000 |
| EAST WEST CHRISTIAN OUTREADH | |||||||
| 700 EAST FIRST ST | NATIONAL CITY | CA | 91950 | NONE | ORG. | GENERAL FUND | $2,000 |
| HOUSE OF CHINA | |||||||
| 12002 RUE DES AMIS | SAN DIEGO | CA | 92131 | NONE | ORG. | GENERAL FUND | $2,000 |
| THE CAMPANILE FOUNDATION | |||||||
| 5500 CAMPANILE DR | SAN DIEGO | CA | 92182 | NONE | ORG. | SCHOLARSHIP | $17,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 62500 | TotGrantOrContriPaidDuringYear |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | EDWARD G ELLEN G WONG | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11186 PACEMONT LANE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ALLEVATO TAX SERVICE INC | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| UNITED STATES TREASURY | 203 |
| SECRETARY OF STATE | 30 |
| REGISTRY CHARITABLE TRUST | 50 |
| POSTAGE | 12 |
| POST OFFICE BOX RENT | 96 |
| MEMBERSHIP FEES S.D. GRANTMAKERS | 300 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST | $1,359 |
| DIVIDEND | $8,325 |