EUGENE AND LAI WONG FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE AND LAI WONG FOUNDATION (EIN 56-2467140)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349103119
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T13:30:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB GOLDBURD | PreparerPersonNm |
| PTIN | P00674529 | PTIN |
| Phone | 2123028970 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.105.197.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 13:41:13 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 03D1CAFBC0C448B6555459F927E6B06BA549AA20 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BEB1EF34AC1559BC5E76CC7E9F257A3236581BB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,298,539 | 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 | $2,069 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,069 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,153 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,890 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,575 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,797 | 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 |
| Other Prof Fees Rev And Expnss | $620 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $310 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $310 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,642 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $30,582 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,986 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $458 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,214 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,214 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $458 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,152 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,339 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,841 | CashBOYAmt |
| Cash EOY | $15,725 | CashEOYAmt |
| Cash EOYFMV | $15,725 | CashEOYFMVAmt |
| Other Investments BOY | $426,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $422,408 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $515,287 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $983,625 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $216,217 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $797,990 | LandBOYAmt |
| Land EOY | $767,408 | LandEOYAmt |
| Land EOYFMV | $767,408 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $119 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $119 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,247,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,205,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,298,539 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,174 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,174 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,247,463 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,201,486 | 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 | $1,247,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,201,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,247,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,205,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,247,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $1,201,486 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,201,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY | P | 2019-02-27 | 2019-06-07 | $13,186 | $13,261 | -$75 | -$75 |
| BOEING CO | P | 2017-03-26 | 2019-10-28 | $3,685 | $4,164 | -$479 | -$479 |
| CAESARS ENTMT CORP | P | 2019-08-30 | $8,610 | $7,224 | $1,386 | $1,386 | |
| CBS CORP | P | 2018-09-11 | 2019-03-25 | $2,003 | $2,546 | -$543 | -$543 |
| INVESCO QQQ | P | 2019-08-14 | 2019-09-05 | $6,761 | $6,738 | $23 | $23 |
| NEVRO CORP | P | 2019-06-07 | $4,159 | $4,241 | -$82 | -$82 | |
| STITCH FIX | P | 2018-10-02 | 2019-01-31 | $1,733 | $2,520 | -$787 | -$787 |
| TANDEM DIABETES CARE INC | P | 2018-05-14 | $4,268 | $1,002 | $3,266 | $3,266 | |
| ABBVIE INC | P | 2015-07-16 | 2019-03-25 | $3,471 | $3,227 | $244 | $244 |
| AGIOS PHARMACEUTICALS | P | 2019-12-09 | $3,073 | $5,683 | -$2,610 | -$2,610 | |
| ALIBABA GROUP HLDG | P | 2018-06-25 | 2019-07-12 | $1,145 | $1,371 | -$226 | -$226 |
| AMAZON COM | P | 2016-11-07 | 2019-07-12 | $5,895 | $2,373 | $3,522 | $3,522 |
| AMERICAN TOWER REIT | P | 2017-11-29 | 2019-10-31 | $3,591 | $2,571 | $1,020 | $1,020 |
| ANALOG DEVICES | P | 2017-05-23 | 2019-01-31 | $5,962 | $5,171 | $791 | $791 |
| APPLE INC | P | 2012-04-16 | 2019-04-01 | $1,668 | $760 | $908 | $908 |
| AXT INC | P | 2017-02-14 | 2019-06-07 | $2,989 | $5,096 | -$2,107 | -$2,107 |
| BP PLC | P | 2013-05-24 | 2019-03-25 | $4,021 | $4,201 | -$180 | -$180 |
| CELGENE CORP | P | 2016-09-30 | $11,308 | $12,647 | -$1,339 | -$1,339 | |
| CITIGROUP INC | P | $12,544 | $12,600 | -$56 | -$56 | ||
| CROWN CASTLE INTL | P | 2017-11-29 | 2019-10-31 | $3,121 | $2,590 | $531 | $531 |
| DEXCOM | P | 2015-11-27 | 2019-01-18 | $7,064 | $4,362 | $2,702 | $2,702 |
| EXACT SCIENCES CORP | P | 2016-09-30 | 2019-04-01 | $2,026 | $430 | $1,596 | $1,596 |
| GARRETT MOTION | P | 2015-03-05 | 2019-01-31 | $118 | $90 | $28 | $28 |
| GILEAD SCIENCE | P | 2019-06-07 | $6,230 | $8,073 | -$1,843 | -$1,843 | |
| INTREXON CORP | P | 2019-12-09 | $2,057 | $12,656 | -$10,599 | -$10,599 | |
| JP MORGAN | P | 2015-03-05 | 2019-03-25 | $4,800 | $3,183 | $1,617 | $1,617 |
| MERCK & CO | P | 2012-04-04 | 2019-03-25 | $4,002 | $1,962 | $2,040 | $2,040 |
| MICRON TECH | P | 2014-11-28 | 2019-03-25 | $5,920 | $5,478 | $442 | $442 |
| MORGAN STANLEY | P | 2017-05-23 | 2019-06-07 | $7,553 | $7,624 | -$71 | -$71 |
| RESIDEO TECHNOLOGIES | P | 2015-03-05 | 2019-01-31 | $271 | $234 | $37 | $37 |
| TANDEM DIABETES CARE INC | P | 2017-08-28 | 2019-01-09 | $2,013 | $540 | $1,473 | $1,473 |
| TENCENT HLDGS | P | $13,818 | $8,210 | $5,608 | $5,608 | ||
| ULTRAGENYX PHARMACEUTICAL | P | 2019-12-09 | $3,658 | $4,041 | -$383 | -$383 | |
| WALMART INC | P | 2017-11-20 | $5,487 | $4,815 | $672 | $672 | |
| WALT DISNEY | P | 2015-02-20 | 2019-10-28 | $1,908 | $1,604 | $304 | $304 |
| WELLS FARGO | P | 2016-09-30 | 2019-03-25 | $7,695 | $7,351 | $344 | $344 |
| ALPHABET INC | P | 2012-04-16 | $12,983 | $3,653 | $9,330 | $9,330 | |
| ISHARES FLOATING RATE | P | 2019-02-20 | 2019-04-03 | $51 | $51 | $0 | $0 |
| ISHARES FLOATING RATE | P | 2019-02-20 | 2019-11-12 | $968 | $964 | $4 | $4 |
| VANGUARD MORTGAGE | P | 2019-07-22 | 2019-11-12 | $797 | $794 | $3 | $3 |
| VANGUARD MORTGAGE | P | 2019-07-22 | 2019-11-20 | $53 | $53 | $0 | $0 |
| VANGUARD MORTGAGE | P | 2019-07-22 | 2019-11-20 | $746 | $741 | $5 | $5 |
| VANGUARD SHORT TERM | P | 2018-11-01 | 2019-03-21 | $397 | $389 | $8 | $8 |
| VANGUARD SHORT TERM | P | 2018-11-01 | 2019-03-27 | $399 | $389 | $10 | $10 |
| VANGUARD SHORT TERM | P | 2019-07-22 | 2019-11-12 | $1,212 | $1,209 | $3 | $3 |
| VANGUARD SHORT TERM | P | 2018-11-01 | 2019-03-13 | $395 | $389 | $6 | $6 |
| VANGUARD SHORT TERM | P | 2019-07-22 | 2019-11-12 | $2,414 | $2,413 | $1 | $1 |
| VANGUARD ULTRA SHORT | P | 2018-11-01 | 2019-05-05 | $1,001 | $996 | $5 | $5 |
| IVA WORLDWIDE | P | 2015-11-17 | 2019-03-13 | $856 | $857 | -$1 | -$1 |
| VANGUARD SHORT TERM | P | 2018-11-01 | 2019-11-12 | $805 | $778 | $27 | $27 |
| DRONESMITH | P | $5,000 | -$5,000 | -$5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,575 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,687 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,340,035 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.025885 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,575 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,546,610 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039166 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,960 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,236,800 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025841 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,849 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,176,360 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028774 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,761 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,246,538 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028688 | DistributionYr5Rt |
| Total Distribution | 0.148354 | TotalDistributionRt |
| Average Distribution | 0.029671 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,290,745 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,298 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $243 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,541 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,152 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $243 | TaxDueAmt |
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 | ||||||||
| 7 CLEAR CROSSING TRAIL | HENDERSON | NV | 89502 | TRUSTEE, PRES & TREASURER | 0.25 | $0 | $0 | $0 |
| LAI WONG | ||||||||
| 7 CLEAR CROSSING TRAIL | HENDERSON | NV | 89502 | 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 | ||||||||
| 7 CLEAR CROSSING TRAIL | HENDERSON | NV | 89502 | 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 | $310,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,586 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $977,408 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,310,401 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,310,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,656 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,290,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $243 | TotalTaxAmt |
| Distributable Before Adj | $64,294 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,294 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,294 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,152 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,152 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $243 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $38,909 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,257 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,152 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,152 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $24,105 | Taxable2Amt |
| Undistributed Income CY | $64,294 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB | |||||||
| 2680 E 9TH STREET | RENO | NV | 89512 | NONE | CHARITY | CHARITABLE | $500 |
| CALVARY CHAPEL GREEN VALLEY | |||||||
| 2615 W HORIZON RIDGE PKWY | HENDERSON | NV | 89052 | NONE | CHARITY | CHARITABLE | $1,425 |
| CENTRAL PENNINSULA CHURCH | |||||||
| 1005 SHELL BLVD | FOSTER CITY | CA | 94404 | NONE | CHARITY | CHARITABLE | $50 |
| 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 |
| POP'S FOUNDATION | |||||||
| 3536 ARDEN ROAD | HAYWARD | CA | 94545 | NONE | CHARITY | JGOLDBURD - 11/11/18 10:29AM INTERVIEW FORM PF-19 | $250 |
| THAT DAY | |||||||
| 14583 RANCHO COPA | VALLEY CENTER | CA | 92082 | NONE | CHARITY | CHARITABLE | $6,139 |
| LIVING STONE CHURCH | |||||||
| 445 SOUTH VIRGINA STREET | RENO | NV | 89502 | NONE | CHARITY | CHARITABLE | $100 |
| CRISIS PREGANANCY | |||||||
| 853 HASKELL STREET | RENO | NV | 89509 | NONE | CHARITY | CHARITABLE | $2,500 |
| BAJA TOUCH | |||||||
| PO BOX 530468 | SAN DIEGO | CA | 92153 | NONE | CHARITY | CHARITABLE | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,214 | 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 | $2,069 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,153 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,575 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,797 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,797 | 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 |
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 | $179,989 | SL | 27.500000000000 | $29,386 | $0 |
| LAND | 2012-11-01 | $142,607 | L | $0 | $0 | ||
| REMODEL EXPENSES | 2013-01-25 | $3,000 | $645 | SL | 27.500000000000 | $109 | $0 |
| REMODEL EXPENSES | 2013-02-13 | $5,092 | $1,095 | SL | 27.500000000000 | $185 | $0 |
| REMODEL EXPENSES | 2013-01-24 | $1,043 | $225 | SL | 27.500000000000 | $38 | $0 |
| REMODEL EXPENSES | 2013-07-24 | $3,450 | $677 | SL | 27.500000000000 | $125 | $0 |
| REMODEL EXPENSES | 2013-02-15 | $2,146 | $462 | SL | 27.500000000000 | $78 | $0 |
| REMODEL EXPENSES | 2014-07-21 | $5,782 | $936 | SL | 27.500000000000 | $210 | $0 |
| REMODEL EXPENSES | 2015-05-14 | $7,618 | $1,004 | SL | 27.500000000000 | $277 | $0 |
| REMODEL EXPENSES | 2015-07-31 | $4,780 | $602 | 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 | $194,060 | $286,631 |
| UBS | AT COST | $18,348 | $18,656 |
| INVESTMENTS IN ENTERPRISES | AT COST | $210,000 | $210,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $808,107 | $209,375 | $598,732 |
| LAND | $142,607 | $0 | $142,607 |
| REMODEL EXPENSES | $3,000 | $754 | $2,246 |
| REMODEL EXPENSES | $5,092 | $1,280 | $3,812 |
| REMODEL EXPENSES | $1,043 | $263 | $780 |
| REMODEL EXPENSES | $3,450 | $802 | $2,648 |
| REMODEL EXPENSES | $2,146 | $540 | $1,606 |
| REMODEL EXPENSES | $5,782 | $1,146 | $4,636 |
| REMODEL EXPENSES | $7,618 | $1,281 | $6,337 |
| REMODEL EXPENSES | $4,780 | $776 | $4,004 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN RECEIVABLE | Desc |
| EOY Book Value | $119 | EOYBookValueAmt |
| EOYFMV | $119 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $3,510 | $0 | $3,510 |
| INVESTMENT EXPENSES | $88 | $88 | $0 |
| MISCELLANEOUS | $2,536 | $60 | $2,476 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $1 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $4,174 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING | CategoryTxt |
| Amt | $620 | Amt |
| Net Investment Income | $310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $310 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $17,642 | $0 | $17,642 |
| EXCISE TAX | $583 | $0 | $0 |