EUGENE AND LAI WONG FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE AND LAI WONG FOUNDATION (EIN 56-2467140)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201723189349103107
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T17:36:35-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 7 CLEAR CROSSING TRAIL | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE WONG | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2123028970 | PhoneNum |
| Signature | 2017-11-09 | 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 | 2017-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.74.223.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 22:52:03 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A8465D0CA037BCA6CD6B8C1666CF47816CF6E72E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1627E6F97639ED138AA47AF02A78B083812812E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,373,607 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $225,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $351,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $225,716 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $230,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,618 | 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 | $500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $250 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $3 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,578 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,577 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $30,582 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,215 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,069 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,070 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,459 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,519 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $160,099 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,717 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,831 | CashBOYAmt |
| Cash EOY | $178,928 | CashEOYAmt |
| Cash EOYFMV | $178,928 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $486 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $486 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $245,290 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $319,388 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $335,039 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $983,625 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $124,471 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $889,736 | LandBOYAmt |
| Land EOY | $859,154 | LandEOYAmt |
| Land EOYFMV | $859,154 | LandEOYFMVAmt |
| Total Assets BOY | $1,147,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,357,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,373,607 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,147,857 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,357,956 | 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 | $1,147,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,357,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,147,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,357,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,147,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $160,099 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,000 | OtherIncreasesAmt |
| Subtotal | $1,357,956 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,357,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RADIXX | P | $254,814 | $50,000 | $204,814 | $204,814 |
| MEDIVATION INC | P | $6,622 | $5,053 | $1,569 | $1,569 |
| RAPTOR PHARMACEUTICAL CORP | P | $4,395 | $3,755 | $640 | $640 |
| GENERAL ELECTRIC COMPANY | P | $463 | $420 | $43 | $43 |
| GENERAL ELECTRIC COMPANY | P | $3,086 | $2,804 | $282 | $282 |
| IVY FDS INC | P | $5,972 | $7,500 | -$1,528 | -$1,528 |
| IVY FDS INC | P | $6,292 | $7,505 | -$1,213 | -$1,213 |
| INTEL CORP | P | $3,893 | $3,062 | $831 | $831 |
| MEDIVATION INC | P | $14,999 | $5,023 | $9,976 | $9,976 |
| MEDIVATION INC | P | $16,913 | $6,789 | $10,124 | $10,124 |
| MCDONALDS CORP | P | $9,487 | $7,518 | $1,969 | $1,969 |
| PIMCO HIGH YIELD FUND | P | $6,526 | $7,493 | -$967 | -$967 |
| PIMCO HIGH YIELD FUND | P | $6,723 | $7,500 | -$777 | -$777 |
| XLINX INC | P | $5,016 | $5,025 | -$9 | -$9 |
| DOUBLE LINE | P | $1,632 | $1,628 | $4 | $4 |
| IVA WORLDWIDE FUND | P | $662 | $718 | -$56 | -$56 |
| PIMCO ENHANCED SHORT | P | $507 | $506 | $1 | $1 |
| SPDR DOUBLELINE | P | $1,086 | $1,076 | $10 | $10 |
| VANGUARD SHORT TERM | P | $2,384 | $2,381 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $225,716 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,849 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,176,360 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028774 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,761 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,246,538 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028688 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,780 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,325,223 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,432 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $510,503 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.116419 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,553 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $334,259 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079438 | DistributionYr5Rt |
| Total Distribution | 0.305220 | TotalDistributionRt |
| Average Distribution | 0.061044 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,236,800 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,499 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,227 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,726 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,960 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,454 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,454 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,454 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,553 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,553 | TotalPaymentsAndCreditsAmt |
| Tax Due | $901 | 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 | $260,761 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,720 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $859,154 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,255,635 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,255,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,835 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,236,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,840 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,840 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,454 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,454 | TotalTaxAmt |
| Distributable Before Adj | $57,386 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,386 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,386 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,386 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $7,855 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,519 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $10,374 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,960 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,374 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,374 | 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 | $15,052 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CALVARY CHAPEL GREEN VALLEY | ||||||||
| 2615 W HORIZON RIDGE PKWY | HENDERSON | NV | 89052 | NONE | CHARITY | CHARITABLE | $3,375 | |
| LAYMAN'S FOUNDATION | ||||||||
| PO BOX 398088 | CAMBRIDGE | MA | 02139 | NONE | CHARITY | CHARITABLE | $2,675 | |
| LEADERSHIP FOUNDATION | ||||||||
| PO BOX 530908 | HENDERSON | NV | 89053 | NONE | CHARITY | CHARITABLE | $3,250 | |
| M AINSLIE | ||||||||
| 20791 SARAHILLS DRIVE | SARATOGA | CA | 95070 | NONE | CHARITY | CHARITABLE | $360 | |
| POP'S FOUNDATION | ||||||||
| 3536 ARDEN ROAD | HAYWARD | CA | 94545 | NONE | CHARITY | CHARITABLE | $500 | |
| UNLV FDN | ||||||||
| 4505 S MARYLAND PKWY | LAS VEGAS | NV | 89154 | NONE | CHARITY | CHARITABLE | $1,500 | |
| MIM SOUTHWEST | ||||||||
| 9237 E VIS DE VENTURA SUITE 110 | SCOTTSDALE | AZ | 85258 | NONE | CHARITY | CHARITABLE | $1,650 | |
| EPIC CHURCH | ||||||||
| 250 STEVENSON STREET | SAN FRANCISCO | CA | 94103 | NONE | CHARITY | CHARITABLE | $5,000 | |
| HOPE FOR PRISONERS | ||||||||
| 3430 E FLAMONGO ROAD 350 | LAS VEGAS | NV | 89121 | NONE | CHARITY | CHARITABLE | $5,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | NONE | CHARITY | CHARITABLE | $500 | |
| YOUTH CALL | ||||||||
| C/O CALVARY CHURCH 2615 W HORIZON | HENDERSON | NV | 89052 | NONE | CHARITY | CHARITABLE | $250 | RIDGE PARKWAY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,060 | 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 | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,890 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $225,716 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $230,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $230,618 | 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 | $91,831 | SL | 27.500000000000 | $29,386 | $0 |
| LAND | 2012-11-01 | $142,607 | L | $0 | $0 | ||
| REMODEL EXPENSES | 2013-01-25 | $3,000 | $318 | SL | 27.500000000000 | $109 | $0 |
| REMODEL EXPENSES | 2013-02-13 | $5,092 | $540 | SL | 27.500000000000 | $185 | $0 |
| REMODEL EXPENSES | 2013-01-24 | $1,043 | $111 | SL | 27.500000000000 | $38 | $0 |
| REMODEL EXPENSES | 2013-07-24 | $3,450 | $302 | SL | 27.500000000000 | $125 | $0 |
| REMODEL EXPENSES | 2013-02-15 | $2,146 | $228 | SL | 27.500000000000 | $78 | $0 |
| REMODEL EXPENSES | 2014-07-21 | $5,782 | $306 | SL | 27.500000000000 | $210 | $0 |
| REMODEL EXPENSES | 2015-05-14 | $7,618 | $173 | SL | 27.500000000000 | $277 | $0 |
| REMODEL EXPENSES | 2015-07-31 | $4,780 | $80 | SL | 27.500000000000 | $174 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN | AT COST | $314,165 | $329,871 |
| UBS | AT COST | $5,223 | $5,168 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $808,107 | $121,217 | $686,890 | $686,890 |
| LAND | $142,607 | $0 | $142,607 | $142,607 |
| REMODEL EXPENSES | $3,000 | $427 | $2,573 | $2,573 |
| REMODEL EXPENSES | $5,092 | $725 | $4,367 | $4,367 |
| REMODEL EXPENSES | $1,043 | $149 | $894 | $894 |
| REMODEL EXPENSES | $3,450 | $427 | $3,023 | $3,023 |
| REMODEL EXPENSES | $2,146 | $306 | $1,840 | $1,840 |
| REMODEL EXPENSES | $5,782 | $516 | $5,266 | $5,266 |
| REMODEL EXPENSES | $7,618 | $450 | $7,168 | $7,168 |
| REMODEL EXPENSES | $4,780 | $254 | $4,526 | $4,526 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $3,423 | $1,712 | $1,712 |
| MEALS | $77 | $0 | $0 |
| INVESTMENT EXPENSES | $146 | $73 | $73 |
| MISCELLANEOUS | $569 | $284 | $285 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO PRIOR YEAR COST BASIS | Desc |
| Amt | $50,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $11,138 | $5,569 | $5,569 |
| FOREIGN TAXES | $17 | $9 | $8 |