EUGENE AND LAI WONG FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE AND LAI WONG FOUNDATION (EIN 56-2467140)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349101544
- Schema version
- 2014v5.0
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T11:45:57-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-10-22 | 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 | 2015-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,252,035 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,272 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,110 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,110 | 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 | $4,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,400 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,391 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,683 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,683 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $30,017 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,330 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $665 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $665 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,660 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,377 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,283 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,198 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,818 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,985 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$4,655 | CashBOYAmt |
| Cash EOY | $11,066 | CashEOYAmt |
| Cash EOYFMV | $11,066 | CashEOYFMVAmt |
| Other Investments BOY | $338,708 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $284,493 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $333,247 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $971,227 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $63,505 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $931,957 | LandBOYAmt |
| Land EOY | $907,722 | LandEOYAmt |
| Land EOYFMV | $907,722 | LandEOYFMVAmt |
| Total Assets BOY | $1,266,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,203,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,252,035 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $89 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,266,010 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,203,192 | 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 | $1,266,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,203,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,266,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,203,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,266,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,818 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,203,192 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,203,192 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOUBLELINE FDS TR TOTAL | P | 2012-04-04 | 2014-01-21 | $1,995 | $2,043 | -$48 | -$48 |
| TEMPLETON GLOBAL BOND FUND | P | 2012-04-04 | 2014-01-21 | $1,995 | $2,016 | -$21 | -$21 |
| WISDOM TREE EMERGING MARKET | P | 2013-01-04 | 2014-02-24 | $3,538 | $4,359 | -$821 | -$821 |
| WISDOM TREE EMERGING MARKET | P | 2013-01-04 | 2014-02-25 | $4,675 | $5,812 | -$1,137 | -$1,137 |
| TCW FDS INC EMERGING MKT | P | 2012-04-04 | 2014-05-16 | $4,995 | $5,044 | -$49 | -$49 |
| LAZARD FDS INC US REALT | P | 2012-07-09 | 2014-06-16 | $9,995 | $10,000 | -$5 | -$5 |
| ANNALY CAPITAL MANAGEMENT IN | P | 2012-04-04 | 2014-06-16 | $5,424 | $7,540 | -$2,116 | -$2,116 |
| COHEN & STEERS REIT | P | 2012-07-06 | 2014-06-16 | $9,750 | $9,338 | $412 | $412 |
| DOUBLELINE FDS TR TOTAL | P | 2012-04-04 | 2014-06-20 | $5,405 | $5,511 | -$106 | -$106 |
| ISHARES SILVER SHARE | P | 2013-01-04 | 2014-08-28 | $12,809 | $20,166 | -$7,357 | -$7,357 |
| PRIMARY FUND IN LIQUIDATION | P | 2013-03-26 | 2014-12-02 | $0 | $0 | ||
| KINDER MORGAN ENERG | P | 2012-05-08 | 2014-12-03 | $15,687 | $15,687 | $15,687 | |
| FIRST EAGLE FDS GOLD FD CL | P | 2012-04-04 | 2014-12-19 | $6,466 | $11,810 | -$5,344 | -$5,344 |
| LAZARD FDS INC US REALTY | P | 2012-07-09 | 2014-12-19 | $2,591 | $2,530 | $61 | $61 |
| PRIMARY FUND IN LIQUIDATIO | P | 2013-03-26 | 2014-12-23 | $0 | $0 | ||
| BP PLC SPON ADR | P | $2,638 | $2,363 | $275 | $275 | ||
| COCA COLA CO COM | P | 2014-07-28 | $3,110 | $3,058 | $52 | $52 | |
| DEVON ENERGY COR | P | 2013-04-25 | 2014-01-13 | $901 | $802 | $99 | $99 |
| DOUBLE LINE TOTAL RETURN | P | 2014-07-28 | $3,298 | $3,303 | -$5 | -$5 | |
| GENL ELECTRIC CO | P | 2014-07-28 | 2014-10-29 | $3,205 | $3,203 | $2 | $2 |
| GILEAD SCIENCES INC | P | 2013-11-14 | 2014-03-12 | $639 | $551 | $88 | $88 |
| HSBC HOLDINGS PLC | P | 2014-07-31 | 2014-12-10 | $1,218 | $1,336 | -$118 | -$118 |
| ISHARES US REGIONAL BANKS | P | 2013-11-22 | 2014-04-08 | $1,028 | $969 | $59 | $59 |
| MEDIVATION INC | P | 2013-10-24 | $1,913 | $1,876 | $37 | $37 | |
| NCR CORP NEW | P | 2013-05-21 | 2014-01-13 | $1,076 | $958 | $118 | $118 |
| NATL-OILWELLVARCO INC | P | 2013-04-25 | 2014-01-13 | $773 | $673 | $100 | $100 |
| NOVO NORDISK ADR | P | 2013-11-22 | 2014-01-13 | $973 | $861 | $112 | $112 |
| PHARMACYCLICS INC | P | 2013-11-18 | 2014-03-19 | $243 | $244 | -$1 | -$1 |
| TEMPLETON GLBAL BOND ADV | P | 2014-07-28 | $2,573 | $2,601 | -$28 | -$28 | |
| VANGUARD SECTOR INDEX FD | P | 2013-08-08 | $2,220 | $2,097 | $123 | $123 | |
| VANGUARD INDUSTRIALS ETF | P | 2013-08-08 | 2014-04-08 | $1,983 | $1,749 | $234 | $234 |
| VANGUARD SECTOR INDEX | P | 2013-08-08 | 2014-05-07 | $1,064 | $929 | $135 | $135 |
| VISA INC CL A | P | 2013-11-23 | 2014-01-16 | $889 | $807 | $82 | $82 |
| FIRST EAGLE OVERSEAS | P | 2008-12-18 | 2014-02-21 | $354 | $247 | $107 | $107 |
| FIRST EAGLE OVERSEAS | P | 2008-12-18 | 2014-09-25 | $84 | $58 | $26 | $26 |
| FIRST EAGLE GLOBAL FUND | P | 2007-12-14 | 2014-04-08 | $1,373 | $1,117 | $256 | $256 |
| FIRST EAGLE GLOBAL FUNDS | P | $2,436 | $1,770 | $666 | $666 | ||
| IVA WORLDWIDE FUND | P | 2009-11-06 | 2014-09-25 | $91 | $73 | $18 | $18 |
| IVA INTERNATIONAL FUND | P | 2011-01-26 | 2014-01-13 | $1,732 | $1,631 | $101 | $101 |
| GNMA | P | $32 | $32 | $0 | $0 | ||
| TCW EMERGING MARKETS | P | $542 | $563 | -$21 | -$21 | ||
| DOUBLELINE TOTAL | P | $539 | $559 | -$20 | -$20 | ||
| FRANKLIN TEMPLETON | P | $657 | $683 | -$26 | -$26 | ||
| CAPITAL GAINS DIVIDENDS | P | $645 | $645 | $645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,272 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,780 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,325,223 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051901 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,432 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $510,503 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.116419 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,553 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $334,259 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079438 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,910 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $365,239 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054512 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,045 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $335,548 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068679 | DistributionYr5Rt |
| Total Distribution | 0.370949 | TotalDistributionRt |
| Average Distribution | 0.074190 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,246,538 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,481 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,511 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,761 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,791 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,791 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,731 | OverpaymentAmt |
| Applied To ES Tax | $3,731 | 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 | 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 | $348,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,462 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $907,722 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,265,521 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,265,521 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,246,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60 | TotalTaxAmt |
| Distributable Before Adj | $62,267 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,267 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,267 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,761 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,761 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,761 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,267 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,402 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,785 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,956 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,009 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,519 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,671 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,761 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,761 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $26,506 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $26,506 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,165 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,165 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $32,646 | ExcessFromYear2Amt |
| Excess From Year1 | $2,519 | ExcessFromYear1Amt |
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 |
|---|---|---|---|---|---|---|---|
| CALVARY CHAPEL GREEN VALLEY | |||||||
| 2615 W HORIZON RIDGE PKWY | HENDERSON | NV | 89052 | NONE | CHARITY | CHARITABLE | $4,400 |
| CENTRAL PENNINSULA CHURCH | |||||||
| 1005 SHELL BLVD | FOSTER CITY | CA | 94404 | NONE | CHARITY | CHARITABLE | $200 |
| CHRISTIAN BUSINESSMEN'S COMMITTEE | |||||||
| 9237 E VIS DE VENTURA SUITE 110 | SCOTTSDALE | AZ | 85258 | NONE | CHARITY | CHARITABLE | $250 |
| FRONTIERS MINISTRY | |||||||
| PO BOX 60730 | PHOENIX | AZ | 85082 | NONE | CHARITY | CHARITABLE | $5,000 |
| LAYMAN'S FOUNDATION | |||||||
| PO BOX 398088 | CAMBRIDGE | MA | 02139 | NONE | CHARITY | CHARITABLE | $1,960 |
| M AINSLIE | |||||||
| 20791 SARAHILLS DRIVE | SARATOGA | CA | 95070 | NONE | CHARITY | CHARITABLE | $720 |
| REDEEMING LYTE | |||||||
| 5135 CAMINO AL NORTE | N LAS VEGAS | NV | 89031 | NONE | CHARITY | CHARITABLE | $1,000 |
| THE SMITH CENTER | |||||||
| 361 SYMPHONY PARK AVENUE | LAS VEGAS | NV | 89106 | NONE | CHARITY | CHARITABLE | $5,000 |
| THAT DAY | |||||||
| 14583 RANCHO COPA | VALLEY CENTER | CA | 92082 | NONE | CHARITY | CHARITABLE | $1,200 |
| UNLV FDN | |||||||
| 4505 S MARYLAND PKWY | LAS VEGAS | NV | 89154 | NONE | CHARITY | CHARITABLE | $2,500 |
| LEADERSHIP FOUNDATION | |||||||
| PO BOX 530908 | HENDERSON | NV | 89053 | NONE | CHARITY | CHARITABLE | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,730 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,837 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,272 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,110 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,110 | 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 (8 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 | $33,059 | SL | 27.500000000000 | $29,386 | $0 |
| LAND | 2012-11-01 | $142,607 | L | $0 | $0 | ||
| REMODEL EXPENSES | 2013-01-25 | $3,000 | $100 | SL | 27.500000000000 | $109 | $0 |
| REMODEL EXPENSES | 2013-02-13 | $5,092 | $170 | SL | 27.500000000000 | $185 | $0 |
| REMODEL EXPENSES | 2013-01-24 | $1,043 | $35 | SL | 27.500000000000 | $38 | $0 |
| REMODEL EXPENSES | 2013-07-24 | $3,450 | $52 | SL | 27.500000000000 | $125 | $0 |
| REMODEL EXPENSES | 2013-02-15 | $2,146 | $72 | SL | 27.500000000000 | $78 | $0 |
| REMODEL EXPENSES | 2014-07-21 | $5,782 | SL | 27.500000000000 | $96 | $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 | $274,749 | $321,571 |
| UBS | AT COST | $9,744 | $11,676 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $808,107 | $62,445 | $745,662 | $745,662 |
| LAND | $142,607 | $0 | $142,607 | $142,607 |
| REMODEL EXPENSES | $3,000 | $209 | $2,791 | $2,791 |
| REMODEL EXPENSES | $5,092 | $355 | $4,737 | $4,737 |
| REMODEL EXPENSES | $1,043 | $73 | $970 | $970 |
| REMODEL EXPENSES | $3,450 | $177 | $3,273 | $3,273 |
| REMODEL EXPENSES | $2,146 | $150 | $1,996 | $1,996 |
| REMODEL EXPENSES | $5,782 | $96 | $5,686 | $5,686 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $3,250 | $1,625 | $1,625 |
| MEALS | $517 | $259 | $258 |
| INSURANCE | $592 | $296 | $296 |
| INVESTMENT EXPENSES | $394 | $197 | $197 |
| MISCELLANEOUS | -$93 | $0 | -$93 |
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 | $89 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING | CategoryTxt |
| Amt | $4,800 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $5,366 | $2,683 | $2,683 |
| FOREIGN TAXES | $25 | $0 | $0 |