EUGENE AND LAI WONG FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE AND LAI WONG FOUNDATION (EIN 56-2467140)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349106707
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:43:04-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-14 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB GOLDBURD | PreparerPersonNm |
| PTIN | P00674529 | PTIN |
| Phone | 2123028970 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,194,763 | 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 | $93 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $195,622 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,154 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,082 | 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 | $12,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,350 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,392 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $53 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,765 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $30,582 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,637 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $176 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,461 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,576 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,243 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,243 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,554 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,819 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,503 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $283 | CashBOYAmt |
| Cash EOY | $27,380 | CashEOYAmt |
| Cash EOYFMV | $27,380 | CashEOYFMVAmt |
| Other Investments BOY | $424,804 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $349,006 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $457,998 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $983,625 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $277,381 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $736,826 | LandBOYAmt |
| Land EOY | $706,244 | LandEOYAmt |
| Land EOYFMV | $706,244 | LandEOYFMVAmt |
| Other Assets BOY | $119 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,141 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,141 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,162,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,085,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,194,763 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $19,210 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,421 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,210 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,421 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,142,822 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,083,350 | 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 | $1,142,822 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,083,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,162,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,085,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,142,822 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,472 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,083,350 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,083,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (85 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES | P | 2020-09-08 | 2021-02-03 | $1,864 | $1,704 | $160 | $160 |
| AGILYSYS | P | 2021-01-27 | 2021-02-03 | $2,324 | $2,291 | $33 | $33 |
| ALIBABA | P | 2021-01-15 | 2021-07-21 | $1,226 | $1,511 | -$285 | -$285 |
| BANK OF AMERICA | P | 2020-08-03 | 2021-02-03 | $6,596 | $5,921 | $675 | $675 |
| CHECKPOINT | P | 2021-01-27 | 2021-12-14 | $3,694 | $5,001 | -$1,307 | -$1,307 |
| COEUR D'ALENE | P | 2021-03-05 | 2021-12-14 | $1,082 | $2,031 | -$949 | -$949 |
| DOCUSIGN | P | 2020-11-11 | 2021-02-03 | $3,693 | $3,393 | $300 | $300 |
| EYENOVIA | P | 2021-03-05 | 2021-12-14 | $2,772 | $4,556 | -$1,784 | -$1,784 |
| FIBROGEN | P | 2021-03-02 | 2021-07-21 | $2,359 | $5,580 | -$3,221 | -$3,221 |
| ONCOCYTE | P | 2021-02-12 | 2021-12-14 | $1,133 | $3,292 | -$2,159 | -$2,159 |
| PLX PHARMA | P | 2021-06-18 | 2021-12-14 | $3,972 | $7,493 | -$3,521 | -$3,521 |
| ALIBABA | P | 2018-06-25 | 2021-07-21 | $1,839 | $1,762 | $77 | $77 |
| ALPHABET | P | 2017-08-23 | 2021-09-01 | $11,322 | $4,217 | $7,105 | $7,105 |
| APPLE | P | 2012-04-16 | 2021-04-14 | $8,508 | $1,246 | $7,262 | $7,262 |
| BLACKSTONRE | P | 2019-07-26 | 2021-12-13 | $2,984 | $1,122 | $1,862 | $1,862 |
| BROADCOM | P | 2018-07-12 | 2021-09-01 | $6,431 | $3,007 | $3,424 | $3,424 |
| COHERUS | P | 2018-09-25 | 2021-07-21 | $3,793 | $4,792 | -$999 | -$999 |
| COSTCO | P | 2017-06-02 | 2021-08-06 | $3,873 | $1,671 | $2,202 | $2,202 |
| CYTOSORBENTS | P | 2018-09-26 | 2021-01-21 | $1,546 | $2,402 | -$856 | -$856 |
| HONEYWELL | P | 2015-03-05 | 2021-06-07 | $1,996 | $900 | $1,096 | $1,096 |
| MERCK | P | 2012-04-04 | 2021-01-21 | $8,417 | $4,119 | $4,298 | $4,298 |
| MICROSOFT | P | 2018-10-10 | 2021-09-01 | $3,774 | $1,440 | $2,334 | $2,334 |
| NIKE | P | 2016-12-08 | 2021-02-03 | $12,329 | $4,714 | $7,615 | $7,615 |
| NVIDIA | P | 2018-10-30 | 2021-04-14 | $11,213 | $2,684 | $8,529 | $8,529 |
| PAYPAL | P | 2018-05-21 | 2021-02-03 | $7,965 | $2,493 | $5,472 | $5,472 |
| TAIWAN | P | 2019-12-09 | 2021-07-21 | $3,061 | $1,508 | $1,553 | $1,553 |
| TANDEM | P | 2018-05-14 | 2021-09-01 | $1,551 | $151 | $1,400 | $1,400 |
| TELOS | P | 2020-11-19 | 2021-12-14 | $2,625 | $3,528 | -$903 | -$903 |
| TRILLIUM | P | 2020-10-01 | 2021-11-19 | $2,128 | $1,744 | $384 | $384 |
| WALMART | P | 2018-02-21 | 2021-06-22 | $4,546 | $3,237 | $1,309 | $1,309 |
| WALT DISNEY | P | 2015-02-20 | 2021-01-21 | $7,690 | $5,148 | $2,542 | $2,542 |
| ISHARES | P | 2020-08-03 | 2021-12-13 | $4,216 | $4,920 | -$704 | -$704 |
| SPDR GOLD | P | 2019-07-26 | 2021-12-13 | $7,552 | $6,280 | $1,272 | $1,272 |
| ISHARES | P | 2020-01-31 | 2021-12-31 | $47 | $47 | $0 | $0 |
| VANGUARD MORTGAGE BACKED | P | 2020-12-17 | 2021-01-26 | $1,351 | $1,355 | -$4 | -$4 |
| VANGUARD MORTGAGE BACKED | P | 2020-12-17 | 2021-02-10 | $432 | $433 | -$1 | -$1 |
| VANGUARD MORTGAGE BACKED | P | 2020-12-17 | 2021-02-18 | $377 | $379 | -$2 | -$2 |
| VANGUARD MORTGAGE BACKED | P | 2020-12-17 | 2021-02-18 | $269 | $271 | -$2 | -$2 |
| VANGUARD MORTGAGE BACKED | P | 2020-12-17 | 2021-03-08 | $536 | $541 | -$5 | -$5 |
| VANGUARD MORTGAGE BACKED | P | 2020-12-17 | 2021-04-30 | $54 | $54 | $0 | $0 |
| VANGUARD MORTGAGE BACKED | P | 2020-12-17 | 2021-05-27 | $1,015 | $1,028 | -$13 | -$13 |
| VANGUARD MORTGAGE BACKED | P | 2020-12-17 | 2021-06-02 | $267 | $271 | -$4 | -$4 |
| VANGUARD MORTGAGE BACKED | P | 2020-12-17 | 2021-07-30 | $54 | $54 | $0 | $0 |
| VANGUARD MORTGAGE BACKED | P | 2020-12-17 | 2021-09-01 | $481 | $487 | -$6 | -$6 |
| VANGUARD MORTGAGE BACKED | P | 2020-12-22 | 2021-01-04 | $1,351 | $1,351 | $0 | $0 |
| VANGUARD MORTGAGE BACKED | P | 2020-12-22 | 2021-02-10 | $1,351 | $1,354 | -$3 | -$3 |
| VANGUARD MORTGAGE BACKED | P | 2021-10-06 | 2021-11-03 | $2,654 | $2,662 | -$8 | -$8 |
| VANGUARD SHORT TERM CORPORATE | P | 2020-12-17 | 2021-01-25 | $416 | $416 | $0 | $0 |
| VANGUARD SHORT TERM CORPORATE | P | 2020-12-17 | 2021-02-03 | $2,906 | $2,911 | -$5 | -$5 |
| VANGUARD SHORT TERM CORPORATE | P | 2020-12-17 | 2021-02-18 | $1,245 | $1,248 | -$3 | -$3 |
| VANGUARD SHORT TERM CORPORATE | P | 2020-12-17 | 2021-03-18 | $411 | $416 | -$5 | -$5 |
| VANGUARD SHORT TERM CORPORATE | P | 2021-10-06 | 2021-11-03 | $1,227 | $1,227 | $0 | $0 |
| VANGUARD SHORT TERM CORPORATE | P | 2021-10-06 | 2021-11-23 | $1,627 | $1,646 | -$19 | -$19 |
| VANGUARD SHORT TERM CORPORATE | P | 2021-10-06 | 2021-12-09 | $1,219 | $1,235 | -$16 | -$16 |
| VANGUARD SHORT TERM CORPORATE | P | 2021-10-19 | 2021-11-18 | $1,224 | $1,238 | -$14 | -$14 |
| VANGUARD SHORT TERM TREAS | P | 2020-10-21 | 2021-01-04 | $616 | $615 | $1 | $1 |
| VANGUARD SHORT TERM TREAS | P | 2020-10-21 | 2021-01-04 | $308 | $308 | $0 | $0 |
| VANGUARD SHORT TERM TREAS | P | 2020-12-22 | 2021-01-04 | $2,155 | $2,171 | -$16 | -$16 |
| VANGUARD SHORT TERM TREAS | P | 2020-12-22 | 2021-01-15 | $616 | $627 | -$11 | -$11 |
| VANGUARD SHORT TERM TREAS | P | 2020-12-22 | 2021-01-15 | $308 | $313 | -$5 | -$5 |
| VANGUARD SHORT TERM TREAS | P | 2020-12-22 | 2021-01-15 | $1,539 | $1,551 | -$12 | -$12 |
| VANGUARD SHORT TERM TREAS | P | 2020-12-22 | 2021-04-30 | $307 | $310 | -$3 | -$3 |
| VANGUARD SHORT TERM TREAS | P | 2020-12-22 | 2021-05-04 | $307 | $310 | -$3 | -$3 |
| VANGUARD SHORT TERM INFLATION | P | 2020-10-21 | 2021-03-02 | $257 | $254 | $3 | $3 |
| VANGUARD SHORT TERM INFLATION | P | 2020-10-21 | 2021-06-28 | $262 | $254 | $8 | $8 |
| VANGUARD SHORT TERM INFLATION | P | 2020-10-21 | 2021-07-08 | $260 | $254 | $6 | $6 |
| VANGUARD SHORT TERM INFLATION | P | 2020-10-21 | 2021-07-12 | $364 | $356 | $8 | $8 |
| VANGUARD SHORT TERM INFLATION | P | 2020-10-21 | 2021-07-30 | $158 | $152 | $6 | $6 |
| VANGUARD SHORT TERM BOND | P | 2020-12-22 | 2021-01-13 | $2,068 | $2,073 | -$5 | -$5 |
| VANGUARD SHORT TERM BOND | P | 2020-12-22 | 2021-01-15 | $5,378 | $5,390 | -$12 | -$12 |
| VANGUARD SHORT TERM BOND | P | 2021-10-06 | 2021-11-03 | $407 | $409 | -$2 | -$2 |
| VANGUARD SHORT TERM BOND | P | 2021-10-06 | 2021-11-23 | $810 | $819 | -$9 | -$9 |
| VANGUARD SHORT TERM BOND | P | 2021-10-06 | 2021-11-29 | $811 | $819 | -$8 | -$8 |
| VANGUARD SHORT TERM BOND | P | 2021-10-06 | 2021-12-09 | $405 | $409 | -$4 | -$4 |
| VANGUARD SHORT TERM BOND | P | 2021-10-06 | 2021-12-13 | $1,619 | $1,637 | -$18 | -$18 |
| VANGUARD TOTAL BOND MKT | P | 2020-10-21 | 2021-09-01 | $431 | $439 | -$8 | -$8 |
| VANGUARD TOTAL BOND MKT | P | 2021-01-26 | 2021-09-01 | $431 | $438 | -$7 | -$7 |
| VANGUARD TOTAL INTL BOND | P | 2020-10-21 | 2021-05-14 | $283 | $292 | -$9 | -$9 |
| VANGUARD TOTAL INTL BOND | P | 2020-10-21 | 2021-09-01 | $864 | $875 | -$11 | -$11 |
| VANGUARD TOTAL INTL BOND | P | 2021-10-19 | 2021-11-10 | $570 | $566 | $4 | $4 |
| VANGUARD MORTGAGE BACKED | P | 2019-01-29 | 2021-09-01 | $534 | $517 | $17 | $17 |
| VANGUARD SHORT TERM CORPORATE | P | 2020-04-13 | 2021-09-01 | $825 | $810 | $15 | $15 |
| VANGUARD SHORT TERM INFLATION | P | 2020-04-13 | 2021-09-01 | $1,314 | $1,240 | $74 | $74 |
| VANGAURD SHORT TERM BOND | P | 2018-11-01 | 2021-01-15 | $827 | $778 | $49 | $49 |
| ZHENG ZHENG VENTURE | P | 2017-03-31 | $5,000 | -$5,000 | -$5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,154 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $480 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $480 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,320 | OverpaymentAmt |
| Applied To ES Tax | $1,320 | 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 | $287,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,526 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $905,867 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,200,876 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,200,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,013 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,182,863 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $480 | TotalTaxAmt |
| Distributable Before Adj | $58,663 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,663 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,663 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,819 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $61,819 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,663 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,270 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Total For Prior Years | $24,105 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,819 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,270 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,549 | 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 | $41,114 | 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 |
|---|---|---|---|---|---|---|---|
| EZ FOUNDATION | |||||||
| 11611 NE AINSWORTH CIR | PORTLAND | OR | 97220 | NONE | CHARITY | CHARITABLE | $9,500 |
| UNIVERSITY OF NEVADA RENO | |||||||
| 1664 N VIRGINIA STREET | RENO | NV | 89557 | NONE | CHARITY | CHARITABLE | $5,000 |
| EDAWN | |||||||
| 401 RYLAND STREET | RENO | NV | 89502 | NONE | CHARITY | CHARITABLE | $3,000 |
| TMCC FOUNDATION | |||||||
| 7000 DANDINI BOULEVARD | RENO | NV | 89512 | NONE | CHARITY | CHARITABLE | $2,567 |
| LAYMAN'S FOUNDATION | |||||||
| PO BOX 398088 | CAMBRIDGE | MA | 02139 | NONE | CHARITY | CHARITABLE | $2,500 |
| LEADERSHIP FOUNDATION | |||||||
| PO BOX 530908 | HENDERSON | NV | 89053 | NONE | CHARITY | CHARITABLE | $2,500 |
| BGCTMORG | |||||||
| 2680 EAST 9TH STREET | RENO | NV | 89512 | NONE | CHARITY | CHARITABLE | $2,500 |
| CALVARY CHAPEL GREEN VALLEY | |||||||
| 2615 W HORIZON RIDGE PKWY | HENDERSON | NV | 89052 | NONE | CHARITY | CHARITABLE | $2,400 |
| TUNNEL 2 TOWERS | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | CHARITY | CHARITABLE | $1,500 |
| WWP | |||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | NONE | CHARITY | CHARITABLE | $1,500 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | CHARITY | CHARITABLE | $1,276 |
| EPIC CHURCH | |||||||
| 250 STEVENSON STREET | SAN FRANCISCO | CA | 94103 | NONE | CHARITY | CHARITABLE | $1,000 |
| POP'S FOUNDATION | |||||||
| 3536 ARDEN ROAD | HAYWARD | CA | 94545 | NONE | CHARITY | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,243 | 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 | $93 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,835 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,082 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,082 | 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 | $12,700 | Amt |
| Net Investment Income | $6,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,350 | 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 | $238,761 | SL | 27.500000000000 | $29,386 | $0 |
| LAND | 2012-11-01 | $142,607 | L | $0 | $0 | ||
| REMODEL EXPENSES | 2013-01-25 | $3,000 | $863 | SL | 27.500000000000 | $109 | $0 |
| REMODEL EXPENSES | 2013-02-13 | $5,092 | $1,465 | SL | 27.500000000000 | $185 | $0 |
| REMODEL EXPENSES | 2013-01-24 | $1,043 | $301 | SL | 27.500000000000 | $38 | $0 |
| REMODEL EXPENSES | 2013-07-24 | $3,450 | $927 | SL | 27.500000000000 | $125 | $0 |
| REMODEL EXPENSES | 2013-02-15 | $2,146 | $618 | SL | 27.500000000000 | $78 | $0 |
| REMODEL EXPENSES | 2014-07-21 | $5,782 | $1,356 | SL | 27.500000000000 | $210 | $0 |
| REMODEL EXPENSES | 2015-05-14 | $7,618 | $1,558 | SL | 27.500000000000 | $277 | $0 |
| REMODEL EXPENSES | 2015-07-31 | $4,780 | $950 | 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 | $144,552 | $253,635 |
| UBS | AT COST | $4,831 | $4,740 |
| INVESTMENTS IN ENTERPRISES | AT COST | $199,623 | $199,623 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $808,107 | $268,147 | $539,960 |
| LAND | $142,607 | $0 | $142,607 |
| REMODEL EXPENSES | $3,000 | $972 | $2,028 |
| REMODEL EXPENSES | $5,092 | $1,650 | $3,442 |
| REMODEL EXPENSES | $1,043 | $339 | $704 |
| REMODEL EXPENSES | $3,450 | $1,052 | $2,398 |
| REMODEL EXPENSES | $2,146 | $696 | $1,450 |
| REMODEL EXPENSES | $5,782 | $1,566 | $4,216 |
| REMODEL EXPENSES | $7,618 | $1,835 | $5,783 |
| REMODEL EXPENSES | $4,780 | $1,124 | $3,656 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN RECEIVABLE | Desc |
| BOY Book Value | $119 | BOYBookValueAmt |
| EOY Book Value | $3,141 | EOYBookValueAmt |
| EOYFMV | $3,141 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $5,612 | $0 | $5,612 |
| MISCELLANEOUS | $1,025 | $176 | $849 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CASH OVERDRAFT | $19,210 | $0 |
| CREDIT CARD PAYABLE | $0 | $2,421 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $12,765 | $0 | $12,765 |
| EXCISE TAX | $1,574 | $0 | $0 |
| FOREIGN TAX | $53 | $53 | $0 |