EUGENE AND LAI WONG FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE AND LAI WONG FOUNDATION (EIN 56-2467140)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349102800
- Schema version
- 2017v2.3
- 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 Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T15:14:59-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 42 WEST 38TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-11-11 | 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 | 2018-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.68.18.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-11 | IPDt |
| IP Tm | 12:09:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 03D1CAFBC0C448B6555459F927E6B06BA549AA20 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 46AA1083F97723EAF927C265AED24CC20D4C70BB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,409,842 | 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 | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $149,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,168 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,755 | 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 | $2,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,324 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,285 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $30,582 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,848 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $738 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,595 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,980 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$76,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,778 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $178,928 | CashBOYAmt |
| Cash EOY | $34,503 | CashEOYAmt |
| Cash EOYFMV | $34,503 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $486 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $319,388 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $419,107 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $546,767 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $983,625 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $155,053 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $859,154 | LandBOYAmt |
| Land EOY | $828,572 | LandEOYAmt |
| Land EOYFMV | $828,572 | LandEOYFMVAmt |
| Total Assets BOY | $1,357,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,282,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,409,842 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $604 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $604 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,357,956 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,281,578 | 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 | $1,357,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,281,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,357,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,282,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,357,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$76,379 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $1,281,578 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,281,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CELGENE CORP | 2016-09-30 | 2017-06-26 | $9,916 | $7,930 | $1,986 | $1,986 |
| HSBC HOLDINGS PLC SPON ADR NEW | 2017-08-23 | 2017-11-24 | $4,776 | $4,873 | -$97 | -$97 |
| INTERCEPT PHARMACEUTICALS INC | 2017-10-05 | 2017-11-24 | $2,170 | $2,689 | -$519 | -$519 |
| ISHARES PHLX SEMICONDUCTOR | 2017-05-23 | 2017-12-12 | $11,622 | $10,207 | $1,415 | $1,415 |
| ISHARES US FINANCIALS ETF | 2017-08-23 | 2017-09-11 | $9,409 | $9,691 | -$282 | -$282 |
| POWERSHARES QQQ TR | 2016-11-09 | 2017-09-11 | $31,938 | $26,661 | $5,277 | $5,277 |
| WELLS FARGO & CO NEW | 2016-09-30 | 2017-06-26 | $4,008 | $3,473 | $535 | $535 |
| EXACT SCIENCES CORP | 2013-10-17 | 2017-08-16 | $14,468 | $4,682 | $9,786 | $9,786 |
| EXPRESS SCRIPTS HLDG CO COM | 2013-06-21 | 2017-12-12 | $3,178 | $3,044 | $134 | $134 |
| FEDERATED HIGH INC BOND C | 2012-09-13 | 2017-12-12 | $5,210 | $5,377 | -$167 | -$167 |
| FOOT LOCKER INC | 2016-12-08 | 2017-12-12 | $2,196 | $4,021 | -$1,825 | -$1,825 |
| TARGET CORPORATION | 2013-11-29 | 2017-12-12 | $2,990 | $3,278 | -$288 | -$288 |
| WELLS FARGO & CO NEW | 2013-06-21 | 2017-06-26 | $3,800 | $3,075 | $725 | $725 |
| KINDER MORGAN INCORP | 2014-12-03 | 2017-06-26 | $6,277 | $14,018 | -$7,741 | -$7,741 |
| DOUBLE LINE TOTAL RETURN FUND | $5,846 | $5,849 | -$3 | -$3 | ||
| IVA WORLDWIDE FUND CLASS | 2017-01-03 | 2017-11-27 | $483 | $432 | $51 | $51 |
| SPDR DOUBLELINE SHORT DURATION | 2017-01-03 | 2017-11-08 | $1,238 | $1,237 | $1 | $1 |
| SPDR DOUBLELINE SHORT DURATION | 2017-11-27 | $3,707 | $3,711 | -$4 | -$4 | |
| VANGUARD SHORT-TERM CORPORATE BOND | 2017-01-03 | 2017-01-05 | $2,781 | $2,774 | $7 | $7 |
| VANGUARD SHORT-TERM CORPORATE BOND | 2016-05-31 | 2017-01-05 | $1,192 | $1,192 | $0 | $0 |
| VANGUARD SHORT-TERM CORPORATE BOND | 2014-01-03 | 2017-01-13 | $2,382 | $2,378 | $4 | $4 |
| VANGUARD SHORT-TERM CORPORATE BOND | 2017-01-19 | $2,777 | $2,777 | $0 | $0 | |
| VANGUARD SHORT-TERM CORPORATE BOND | $3,202 | $3,188 | $14 | $14 | ||
| VANGUARD SHORT-TERM CORPORATE BOND | $3,992 | $3,984 | $8 | $8 | ||
| DOUBLE LINE TOTAL RETURN FUND | 2015-11-13 | 2017-01-26 | $531 | $531 | $0 | $0 |
| DOUBLE LINE TOTAL RETURN FUND | 2017-01-03 | 2017-10-04 | $268 | $272 | -$4 | -$4 |
| DOUBLE LINE TOTAL RETURN FUND | $1,873 | $1,899 | -$26 | -$26 | ||
| PIMCO ENHANCED SHORT MATURITY | 2016-05-31 | 2017-11-08 | $509 | $506 | $3 | $3 |
| SPDR DOUBLELINE TR | $490 | $493 | -$3 | -$3 | ||
| VANGUARD SHORT-TERM CORPORATE BOND | 2017-01-03 | 2017-10-10 | $800 | $798 | $2 | $2 |
| GIGPEAK INC | 2016-09-30 | 2017-04-10 | $5,313 | $4,134 | $1,179 | $1,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,168 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,960 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,236,800 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.025841 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,849 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,176,360 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028774 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,761 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,246,538 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028688 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,780 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,325,223 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051901 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $59,432 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $510,503 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.116419 | DistributionYr5Rt |
| Total Distribution | 0.251623 | TotalDistributionRt |
| Average Distribution | 0.050325 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,546,610 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $77,833 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $148 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,981 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,575 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $296 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $296 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $296 | 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 | $296 | 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 | 42 WEST 38TH STREETSUITE 901 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 0 | UndistributedIncomePYInd |
| 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 |
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 | 0.00 | $0 | $0 | $0 |
| LAI WONG | ||||||||
| 7 CLEAR CROSSING TRAIL | HENDERSON | NV | 89502 | TRUSTEE, V.P. & SECRETARY | 0.00 | $0 | $0 | $0 |
| RICHARD YOOK | ||||||||
| 19756 FALCON CRESTWAY | NORTHRIDGE | CA | 91326 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| VANESSA C WONG | ||||||||
| 7 CLEAR CROSSING TRAIL | HENDERSON | NV | 89502 | TRUSTEE | 0.00 | $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 | $485,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $983,625 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,570,162 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,570,162 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,546,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $296 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $296 | TotalTaxAmt |
| Distributable Before Adj | $77,035 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,035 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,035 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $60,575 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,575 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,035 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,052 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,052 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,523 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $31,512 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALVARY CHAPEL GREEN VALLEY | |||||||||||
| 2615 W HORIZON RIDGE PKWY | HENDERSON | NV | 89052 | NONE | CHARITY | CHARITABLE | $900 | ||||
| CENTRAL PENNINSULA CHURCH | |||||||||||
| 1005 SHELL BLVD | FOSTER CITY | CA | 94404 | NONE | CHARITY | CHARITABLE | $230 | ||||
| HOPE FOR PRISONERS | |||||||||||
| 3430 E FLAMONGO ROAD 350 | LAS VEGAS | NV | 89121 | NONE | CHARITY | CHARITABLE | $5,000 | ||||
| LAYMAN'S FOUNDATION | |||||||||||
| PO BOX 398088 | CAMBRIDGE | MA | 02139 | NONE | CHARITY | CHARITABLE | $1,600 | ||||
| POP'S FOUNDATION | |||||||||||
| 3536 ARDEN ROAD | HAYWARD | CA | 94545 | NONE | CHARITY | CHARITABLE | $250 | ||||
| REDEEMING LYTE | |||||||||||
| 5135 CAMINO AL NORTE | N LAS VEGAS | NV | 89031 | NONE | CHARITY | CHARITABLE | $1,500 | ||||
| UNLV FDN | |||||||||||
| 4505 S MARYLAND PKWY | LAS VEGAS | NV | 89154 | NONE | CHARITY | CHARITABLE | $7,500 | ||||
| BRONX HIGH SCHOOL OF SCIENCE | |||||||||||
| 75 WEST 205TH STREET | BRONX | NY | 10468 | NONE | CHARITY | CHARITABLE | $2,500 | ||||
| DECA UNIVERSITY OF NEVADA LAS VEGAS | |||||||||||
| 4505 S MARYLAND PKWY | LAS VEGAS | NV | 89154 | NONE | CHARITY | CHARITABLE | $1,000 | ||||
| DJM UNLV | |||||||||||
| 450 SINCLAIR STREET | RENO | NV | 89501 | NONE | CHARITY | CHARITABLE | $5,000 | ||||
| E2 FOUNDATION | |||||||||||
| 11611 NE AINSWORTH CIR | PORTLAND | OR | 97220 | NONE | CHARITY | CHARITABLE | $2,500 | ||||
| MW TECH ACCELERATOR FD | |||||||||||
| 9890 HAFFLINGER LANE | RENO | NV | 89521 | NONE | CHARITY | CHARITABLE | $5,000 | ||||
| SIMPLE SENSE INC | |||||||||||
| 450 SINCLAIR STREET | RENO | NV | 89501 | NONE | CHARITY | CHARITABLE | $5,000 | ||||
| THINK BIOSOLUTIONS LIMITED | |||||||||||
| NONE | CHARITY | CHARITABLE | $5,000 | NDRD DIGITAL EXCHANGE | DUBLIN | EI | D08 HKR9 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,980 | 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 | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,557 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,755 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,755 | 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 | $121,217 | SL | 27.500000000000 | $29,386 | $0 |
| LAND | 2012-11-01 | $142,607 | L | $0 | $0 | ||
| REMODEL EXPENSES | 2013-01-25 | $3,000 | $427 | SL | 27.500000000000 | $109 | $0 |
| REMODEL EXPENSES | 2013-02-13 | $5,092 | $725 | SL | 27.500000000000 | $185 | $0 |
| REMODEL EXPENSES | 2013-01-24 | $1,043 | $149 | SL | 27.500000000000 | $38 | $0 |
| REMODEL EXPENSES | 2013-07-24 | $3,450 | $427 | SL | 27.500000000000 | $125 | $0 |
| REMODEL EXPENSES | 2013-02-15 | $2,146 | $306 | SL | 27.500000000000 | $78 | $0 |
| REMODEL EXPENSES | 2014-07-21 | $5,782 | $516 | SL | 27.500000000000 | $210 | $0 |
| REMODEL EXPENSES | 2015-05-14 | $7,618 | $450 | SL | 27.500000000000 | $277 | $0 |
| REMODEL EXPENSES | 2015-07-31 | $4,780 | $254 | 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 |
|---|---|---|---|
| JP MORGAN | AT COST | $342,109 | $484,666 |
| UBS | AT COST | $11,998 | $12,101 |
| INVESTMENTS IN ENTERPRISES | AT COST | $65,000 | $50,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $808,107 | $150,603 | $657,504 | $657,504 |
| LAND | $142,607 | $0 | $142,607 | $142,607 |
| REMODEL EXPENSES | $3,000 | $536 | $2,464 | $2,464 |
| REMODEL EXPENSES | $5,092 | $910 | $4,182 | $4,182 |
| REMODEL EXPENSES | $1,043 | $187 | $856 | $856 |
| REMODEL EXPENSES | $3,450 | $552 | $2,898 | $2,898 |
| REMODEL EXPENSES | $2,146 | $384 | $1,762 | $1,762 |
| REMODEL EXPENSES | $5,782 | $726 | $5,056 | $5,056 |
| REMODEL EXPENSES | $7,618 | $727 | $6,891 | $6,891 |
| REMODEL EXPENSES | $4,780 | $428 | $4,352 | $4,352 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $3,658 | $0 | $3,658 |
| MEALS | $304 | $0 | $304 |
| INVESTMENT EXPENSES | $418 | $418 | $0 |
| MISCELLANEOUS | $1,468 | $320 | $1,148 |
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 | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $604 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $11,285 | $0 | $11,285 |
| FOREIGN TAXES | $39 | $39 | $0 |