EUGENE AND LAI WONG FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE AND LAI WONG FOUNDATION (EIN 56-2467140)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349104642
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T13:27:06-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133487848 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBURD & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BROADWAY SUITE 1155 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562467140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EUGENE AND LAI WONG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EUGE | BusinessNameControlTxt |
| Phone | 2123028970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9890 HAFFLINGER LANE | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89521 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE WONG | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2123028970 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EUGENE | PersonFirstNm |
| Person Last | WONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB GOLDBURD | PreparerPersonNm |
| PTIN | P00674529 | PTIN |
| Phone | 2123028970 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,030,910 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,084 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$993 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,103 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,070 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,028 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $30,582 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,051 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,380 | CashBOYAmt |
| Cash EOY | $32,162 | CashEOYAmt |
| Cash EOYFMV | $32,162 | CashEOYFMVAmt |
| Other Investments BOY | $349,006 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $272,828 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $313,436 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $983,625 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $307,963 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $706,244 | LandBOYAmt |
| Land EOY | $675,662 | LandEOYAmt |
| Land EOYFMV | $675,662 | LandEOYFMVAmt |
| Other Assets BOY | $3,141 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,085,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $990,302 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,030,910 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,421 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,421 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,083,350 | CapitalStockBOYAmt |
| Capital Stock EOY | $990,302 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,083,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $990,302 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,085,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $990,302 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,083,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,051 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $990,302 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $990,302 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BERKSHIRE | 2022-08-29 | 2022-10-18 | $1,915 | $2,073 | -$158 | -$158 |
| BREAD FINANCIAL | 2021-06-18 | 2022-05-31 | $1,576 | $2,508 | -$932 | -$932 |
| COINBASE GLOBAL | 2022-04-18 | 2022-08-04 | $1,467 | $2,340 | -$873 | -$873 |
| DYNAVAX | 2021-10-22 | 2022-06-27 | $1,006 | $1,515 | -$509 | -$509 |
| GILEAD SCIENCE | 2021-08-13 | 2022-06-27 | $1,352 | $1,611 | -$259 | -$259 |
| INVESCO QQQ | 2022-08-29 | 2022-09-09 | $2,088 | $2,209 | -$121 | -$121 |
| LOYALTY VENTURES | 2021-06-18 | 2022-02-09 | $295 | $657 | -$362 | -$362 |
| SCWAB US | 2021-07-06 | 2022-05-31 | $2,405 | $2,517 | -$112 | -$112 |
| SPDR S&P 500 | 2022-08-29 | 2022-09-09 | $1,975 | $2,079 | -$104 | -$104 |
| AMAZON | 2016-11-07 | 2022-10-31 | $2,966 | $1,187 | $1,779 | $1,779 |
| APPLE | 2012-04-16 | 2022-10-18 | $5,967 | $887 | $5,080 | $5,080 |
| ATHERSYS | 2018-09-26 | 2022-08-26 | $140 | $4,163 | -$4,023 | -$4,023 |
| ATYR PHARNA | 2015-06-04 | 2022-10-17 | $21 | $4,127 | -$4,106 | -$4,106 |
| BIOMARIN | 2020-08-20 | 2022-06-27 | $6,366 | $6,401 | -$35 | -$35 |
| BROADCOM | 2019-03-15 | 2022-06-27 | $2,467 | $1,517 | $950 | $950 |
| DATADOG | 2020-11-11 | 2022-09-09 | $3,478 | $3,282 | $196 | $196 |
| FOX | 2021-05-17 | 2022-10-17 | $1,123 | $1,530 | -$407 | -$407 |
| GENTEX | 2020-12-07 | 2022-10-18 | $3,119 | $4,558 | -$1,439 | -$1,439 |
| GILEAD SCIENCE | 2021-08-13 | 2022-10-17 | $1,478 | $1,685 | -$207 | -$207 |
| HOME DPOT | 2021-05-17 | 2022-10-18 | $2,231 | $1,573 | $658 | $658 |
| LIBERTY MEDIA | 2021-05-17 | 2022-10-17 | $1,421 | $1,525 | -$104 | -$104 |
| MAGNA INTERNATIONAL | 2020-09-21 | 2022-09-09 | $3,859 | $3,344 | $515 | $515 |
| META | 2021-05-13 | 2022-10-17 | $1,283 | $1,283 | $0 | $0 |
| MICROSOFT | 2018-10-10 | 2022-10-18 | $5,087 | $2,438 | $2,649 | $2,649 |
| NVIDIA | 2019-03-15 | 2022-05-31 | $4,956 | $1,315 | $3,641 | $3,641 |
| PAYPAL | 2018-05-21 | 2022-10-24 | $2,776 | $2,908 | -$132 | -$132 |
| SCHWAB US | 2021-07-06 | 2022-10-17 | $1,837 | $2,525 | -$688 | -$688 |
| SPLUNK | 2021-05-06 | 2022-07-07 | $2,721 | $3,097 | -$376 | -$376 |
| TENCENT | 2018-08-15 | 2022-10-18 | $3,839 | $5,857 | -$2,018 | -$2,018 |
| WALMART | 2018-02-21 | 2022-10-18 | $4,457 | $3,062 | $1,395 | $1,395 |
| ISHARES | 2020-10-12 | 2022-10-17 | $3,517 | $5,080 | -$1,563 | -$1,563 |
| SPDR GOLD | 2019-07-26 | 2022-08-10 | $7,235 | $7,144 | $91 | $91 |
| PIMCO | 2022-06-13 | 2022-08-24 | $993 | $992 | $1 | $1 |
| VANGUARD SHORT TERM CORPORATE | 2022-03-08 | 2022-04-20 | $1,543 | $1,574 | -$31 | -$31 |
| VANGUARD SHORT TERM CORPORATE | 2022-03-08 | 2022-04-21 | $385 | $393 | -$8 | -$8 |
| VANGUARD SHORT TERM CORPORATE | 2022-03-08 | 2022-05-18 | $767 | $787 | -$20 | -$20 |
| VANGUARD SHORT TERM CORPORATE | 2022-03-08 | 2022-08-30 | $762 | $787 | -$25 | -$25 |
| VANGUARD SHORT TERM INFLATION | 2021-10-06 | 2022-08-01 | $251 | $259 | -$8 | -$8 |
| VANGUARD SHORT TERM INFLATION | 2021-10-06 | 2022-06-24 | $1,001 | $1,037 | -$36 | -$36 |
| VANGUARD SHORT TERM INFLATION | 2021-10-19 | 2022-05-18 | $1,268 | $1,297 | -$29 | -$29 |
| VANGUARD SHORT TERM BOND | 2022-03-08 | 2022-04-21 | $770 | $791 | -$21 | -$21 |
| VANGUARD SHORT TERM BOND | 2022-03-08 | 2022-04-21 | $385 | $395 | -$10 | -$10 |
| VANGUARD SHORT TERM BOND | 2022-03-08 | 2022-06-13 | $1,139 | $1,186 | -$47 | -$47 |
| VANGUARD SHORT TERM BOND | 2022-03-08 | 2022-08-01 | $387 | $395 | -$8 | -$8 |
| VANGUARD SHORT TERM BOND | 2022-03-08 | 2022-08-01 | $387 | $395 | -$8 | -$8 |
| VANGUARD SHORT TERM BOND | 2022-03-08 | 2022-08-30 | $382 | $395 | -$13 | -$13 |
| VANGUARD TOTAL BOND | 2021-10-19 | 2022-04-21 | $764 | $850 | -$86 | -$86 |
| VANGUARD TOTAL INTL BOND | 2021-10-19 | 2022-04-21 | $767 | $849 | -$82 | -$82 |
| VANGUARD FTSE EMERGING MARKET | 2021-01-26 | 2022-04-20 | $448 | $539 | -$91 | -$91 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,096 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,319 | OverpaymentAmt |
| Applied To ES Tax | $1,319 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GOLDBURD CO LLP | IndividualWithBooksNm |
| Phone | 2123028970 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BROADWAY SUITE 1155 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EUGENE WONG | ||||||||
| 9890 HAFFLINGER LANE | RENO | NV | 89521 | TRUSTEE, PRES & TREASURER | 0.25 | $0 | $0 | $0 |
| LAI WONG | ||||||||
| 9890 HAFFLINGER LANE | RENO | NV | 89521 | TRUSTEE, V.P. & SECRETARY | 0.25 | $0 | $0 | $0 |
| RICHARD YOOK | ||||||||
| 19756 FALCON CRESTWAY | NORTHRIDGE | CA | 91326 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| VANESSA C WONG | ||||||||
| 555 MISSION ROCK APT 321 | SAN FRANCISCO | CA | 94158 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $189,010 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $873,368 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,086,492 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,086,492 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,297 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,070,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,510 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,510 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $53,509 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,509 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,509 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,114 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Total For Prior Years | $24,105 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,114 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $24,105 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $24,105 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $35,223 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NEVADA RENO | |||||||
| 1664 N VIRGINIA STREET | RENO | NV | 89557 | NONE | CHARITY | CHARITABLE | $10,000 |
| EZ FOUNDATION | |||||||
| 11611 NE AINSWORTH CIR | PORTLAND | OR | 97220 | NONE | CHARITY | CHARITABLE | $9,500 |
| GUIDE DOGS FOR THE BLIND | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | NONE | CHARITY | CHARITABLE | $5,080 |
| ARTOWN | |||||||
| 528 W 1ST STREET | RENO | NV | 89503 | NONE | CHARITY | CHARITABLE | $5,000 |
| LAYMAN'S FOUNDATION | |||||||
| PO BOX 398088 | CAMBRIDGE | MA | 02139 | NONE | CHARITY | CHARITABLE | $1,500 |
| LEADERSHIP FOUNDATION | |||||||
| PO BOX 530908 | HENDERSON | NV | 89053 | NONE | CHARITY | CHARITABLE | $1,500 |
| BOYS AND GIRLS CLUB | |||||||
| 2680 E 9TH STREET | RENO | NV | 89512 | NONE | CHARITY | CHARITABLE | $1,250 |
| CALVARY CHAPEL GREEN VALLEY | |||||||
| 2615 W HORIZON RIDGE PKWY | HENDERSON | NV | 89052 | NONE | CHARITY | CHARITABLE | $1,000 |
| TIKVA CHILDREN'S HOME | |||||||
| 8 HENDERSON DRIVE | WEST CALDWELL | NV | 07006 | NONE | CHARITY | CHARITABLE | $1,000 |
| POP'S FOUNDATION | |||||||
| 3536 ARDEN ROAD | HAYWARD | CA | 94545 | NONE | CHARITY | CHARITABLE | $500 |
| E2 VEGAS | |||||||
| 295 E WIGWAM AVENUE | LAS VEGAS | NV | 89123 | NONE | CHARITY | CHARITABLE | $500 |
| INDIA BIBLE STUDY | |||||||
| UNKNOWN | NEW YORK | NY | 10004 | NONE | CHARITY | CHARITABLE | $400 |
| TUNNEL 2 TOWERS | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | CHARITY | CHARITABLE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,480 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,084 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,096 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$993 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$993 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2012-11-01 | $808,107 | $268,147 | SL | 27.500000000000 | $29,386 | $0 |
| LAND | 2012-11-01 | $142,607 | L | $0 | $0 | ||
| REMODEL EXPENSES | 2013-01-25 | $3,000 | $972 | SL | 27.500000000000 | $109 | $0 |
| REMODEL EXPENSES | 2013-02-13 | $5,092 | $1,650 | SL | 27.500000000000 | $185 | $0 |
| REMODEL EXPENSES | 2013-01-24 | $1,043 | $339 | SL | 27.500000000000 | $38 | $0 |
| REMODEL EXPENSES | 2013-07-24 | $3,450 | $1,052 | SL | 27.500000000000 | $125 | $0 |
| REMODEL EXPENSES | 2013-02-15 | $2,146 | $696 | SL | 27.500000000000 | $78 | $0 |
| REMODEL EXPENSES | 2014-07-21 | $5,782 | $1,566 | SL | 27.500000000000 | $210 | $0 |
| REMODEL EXPENSES | 2015-05-14 | $7,618 | $1,835 | SL | 27.500000000000 | $277 | $0 |
| REMODEL EXPENSES | 2015-07-31 | $4,780 | $1,124 | SL | 27.500000000000 | $174 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY | AT COST | $73,336 | $115,395 |
| UBS | AT COST | $1,786 | $1,746 |
| INVESTMENTS IN ENTERPRISES | AT COST | $197,706 | $196,295 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $808,107 | $297,533 | $510,574 |
| LAND | $142,607 | $0 | $142,607 |
| REMODEL EXPENSES | $3,000 | $1,081 | $1,919 |
| REMODEL EXPENSES | $5,092 | $1,835 | $3,257 |
| REMODEL EXPENSES | $1,043 | $377 | $666 |
| REMODEL EXPENSES | $3,450 | $1,177 | $2,273 |
| REMODEL EXPENSES | $2,146 | $774 | $1,372 |
| REMODEL EXPENSES | $5,782 | $1,776 | $4,006 |
| REMODEL EXPENSES | $7,618 | $2,112 | $5,506 |
| REMODEL EXPENSES | $4,780 | $1,298 | $3,482 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LOAN RECEIVABLE | $3,141 | $4,570 | $4,570 |
| CREDIT CARD OVERPAYMENT | $5,080 | $5,080 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $5,865 | $0 | $5,865 |
| MISCELLANEOUS | $134 | $57 | $0 |
| PROPERTY MAINTENANCE | $2,127 | $0 | $2,127 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $3 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $2,421 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $13,028 | $0 | $13,028 |
| EXCISE TAX | $1,000 | $0 | $0 |
| FOREIGN TAX | $42 | $42 | $0 |