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Nonprofit · EIN 95-4194427

I S WONG FOUNDATION

Tax-exempt · SAN JUAN CAPO, CA 92693

Financials

$219K$1.3M2023$988K$1.2M2024$620K$1.7M2025
Revenue Expenses · by fiscal year end
Financials of I S WONG FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$619,648$1,678,879-$1,059,231$3,889,883$0$3,889,883
December 31, 2024990-PF$988,358$1,231,155-$242,797$4,949,114$0$4,949,114
December 31, 2023990-PF$219,176$1,339,096-$1,119,920$5,191,911$0$5,191,911
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$140,280
Interest
$1,597
Net gain from sales of assets
$477,771

Expenses

Grants and similar amounts paid
$1,626,250
Disbursements for charitable purposes
$1,629,825
Excise tax on investment income
$8,563

Balance sheet and other

Total assets, start of year
$4,949,114
Total assets, end of year
$3,889,883
Total liabilities, end of year
$0
Net assets, end of year
$3,889,883
Fair market value of assets
$5,778,906
Qualifying distributions
$1,629,825
Net investment income
$619,648

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WAH-PUI SAM
PO BOX 339 SAN JUAN PLAZA, SAN JUAN CAPISTRANO, CA 92693
PRESIDENT12$0
ELLEN H SAM
PO BOX 339, SAN JUAN CAPISTRANO, CA 92693
SECRETARY5$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
WAH-PUI SAM
PO BOX 339 SAN JUAN PLAZA, SAN JUAN CAPISTRANO, CA 92693
PRESIDENT12$0
ELLEN H SAM
PO BOX 339, SAN JUAN CAPISTRANO, CA 92693
SECRETARY5$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
WAH-PUI SAM
PO BOX 339 SAN JUAN PLAZA, SAN JUAN CAPISTRANO, CA 92693
PRESIDENT12$0
ELLEN H SAM
PO BOX 339, SAN JUAN CAPISTRANO, CA 92693
SECRETARY5$0

Address and contacts

Address (IRS master file)
PO BOX 339, SAN JUAN CAPO, CA 92693-0339
Signed the 990-PF
ELLEN SAM, Secretary
Phone
(626) 201-3709
Return prepared by
HOFFMAN SHORT AN ACCOUNTANCY CORP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-4194427 or by the name I S WONG FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-4194427
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,889,883
Income (IRS master file)
$1,866,295

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$619,648$1,678,879$3,889,883IRS
990-PFDecember 2024$988,358$1,231,155$4,949,114IRS
990-PFDecember 2023$219,176$1,339,096$5,191,911XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-4194427).

Questions about I S WONG FOUNDATION

What is the EIN of I S WONG FOUNDATION?
The employer identification number (EIN) of I S WONG FOUNDATION is 95-4194427.
Is I S WONG FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to I S WONG FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does I S WONG FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of I S WONG FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did I S WONG FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of I S WONG FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does I S WONG FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $619,648, expenses of $1,678,879 and total assets of $3,889,883 at year end.

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