MASSEN GREENE LAND TRUST FOUNDATION: Form 990PF, tax year 2025
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- Organization
- MASSEN GREENE LAND TRUST FOUNDATION (EIN 45-4445454)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-23
- IRS object ID
- 202632049349100913
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-23T16:14:02-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953288054 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT FORD YOUNG & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16140 SAND CANYON AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454445454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSEN GREENE LAND TRUST FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FIRST AMERICAN TRUST FSB #1030478500 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASS | BusinessNameControlTxt |
| Phone | 7142508239 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 FIRST AMERICAN WAY MS-7 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST AMERICAN TRUST | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 7142508239 | PhoneNum |
| Signature | 2026-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN WORKING CPA | PreparerPersonNm |
| PTIN | P00892285 | PTIN |
| Phone | 9499102727 | PhoneNum |
| Preparation | 2026-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,358,212 | 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 |
| Dividends Rev And Expnss | $106,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,028 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $370,872 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $370,872 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $145,441 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $53,841 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $989,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,841 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $531,130 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $530,741 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,589 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,231 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,358 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,198 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,198 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $802 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $677 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $86,410 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $86,410 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $139,121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139,021 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $276,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $268,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,556 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $396,830 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $396,830 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $673,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $268,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $404,386 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$142,017 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,204 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,857 | CashBOYAmt |
| Cash EOY | $155,968 | CashEOYAmt |
| Cash EOYFMV | $155,968 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,175,070 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,097,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,529,186 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,359,822 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,349,711 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,373,058 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,451,799 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,601,081 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,937,128 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,850,718 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $5,300,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,595,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,453,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,358,212 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,595,877 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,453,860 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,595,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,453,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,595,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,453,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,595,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$142,017 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,453,860 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,453,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2024-06-30 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $989,973 | GrossSalesPriceAmt |
| Cost Or Other Basis | $936,132 | CostOrOtherBasisAmt |
| Gain Or Loss | $53,841 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $53,841 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,841 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,645 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,645 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,645 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $125 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,125 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,480 | OverpaymentAmt |
| Applied To ES Tax | $1,480 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST AMERICAN TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7142508239 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 FIRST AMERICAN WAY MS-7 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92707 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH O SOLOMON | ||||||||
| 24881 ALICIA PKWY STE 349 | LAGUNA HILLS | CA | 92653 | CO-TRUSTEE | 5.00 | $17,144 | $0 | $0 |
| LARRY VINCE | ||||||||
| 24881 ALICIA PKWY STE 349 | LAGUNA HILLS | CA | 92653 | CO-TRUSTEE | 5.00 | $17,144 | $0 | $0 |
| FIRST AMERICAN TRUST | ||||||||
| 5 FIRST AMERICAN WAY | SANTA ANA | CA | 92707 | CO-TRUSTEE | 40.00 | $9,301 | $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 | $2,841,235 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,300,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,406,286 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,406,286 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,280,192 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $414,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $414,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,645 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,645 | TotalTaxAmt |
| Distributable Before Adj | $410,365 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,365 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $410,365 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $404,386 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $404,386 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,365 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $396,830 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $404,386 | QualifyingDistributionsAmt |
| Applied To Year1 | $396,830 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,556 | 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 | $402,809 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSEN GREENE FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24881 ALICIA PARKWAY STE E 349 | AddressLine1Txt |
| City | LAGUNA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | POF | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $396,830 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $396,830 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,417 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $145,441 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,841 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $305,699 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $305,699 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,395 | Amt |
| Net Investment Income | $3,198 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,198 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 140 17TH ST | 2008-03-12 | $2,075,000 | $891,172 | SL | 39.000000000000 | $53,205 | $53,205 |
| 154 E. 17TH ST. | 2008-03-12 | $1,200,000 | $515,375 | SL | 39.000000000000 | $30,769 | $30,769 |
| MONUMENT SIGN | 2014-07-31 | $4,016 | $2,008 | 200DB | 7.000000000000 | $0 | $0 |
| LADDER & INSTALL | 2014-08-22 | $1,500 | $750 | 200DB | 7.000000000000 | $0 | $0 |
| PARKING LOT LIGHTS | 2014-02-11 | $1,155 | $577 | 200DB | 7.000000000000 | $0 | $0 |
| PARKING LOT REPAVING AND STRIPING - 154 E. 17TH ST. | 2017-06-21 | $6,163 | $1,716 | 150DB | 15.000000000000 | $182 | $411 |
| PARKING LOT REPAVING AND STRIPING - 140 E. 17TH ST. | 2017-06-02 | $37,598 | $10,474 | 150DB | 15.000000000000 | $1,110 | $2,507 |
| REAR FENCING DOOR - 140 E. 17TH STREET | 2017-06-15 | $625 | $174 | 150DB | 15.000000000000 | $18 | $42 |
| SKYLIGHT - 140 E. 17TH STREET | 2017-01-11 | $4,552 | $931 | SL | 39.000000000000 | $117 | $117 |
| LANDSCAPING PROJECT DRAWINGS #1 - 140 E. 17TH STREET | 2017-05-16 | $8,500 | $2,368 | 150DB | 15.000000000000 | $251 | $567 |
| LANDSCAPING PROJECT DRAWINGS #2 - 140 E. 17TH STREET | 2017-05-26 | $8,500 | $2,368 | 150DB | 15.000000000000 | $251 | $567 |
| PATIO DEMOLITION AND INSTALLATION - 140 E. 17TH STREET | 2017-08-28 | $6,168 | $1,718 | 150DB | 15.000000000000 | $182 | $411 |
| EAST AND SOUTH PATIOS DEMOLITION AND INSTALLATION - 140 E. 17TH STREET | 2017-09-08 | $8,728 | $2,432 | 150DB | 15.000000000000 | $258 | $582 |
| LANDSCAPING PROJECT | 2018-07-26 | $17,000 | L | $0 | $0 | ||
| LEASEHOLD IMPROVEMENTS | 2019-12-17 | $17,680 | 150DB | 15.000000000000 | $0 | $1,179 | |
| LANDSCAPING PROJECT | 2019-05-20 | $9,000 | L | $0 | $0 | ||
| LEASEHOLD IMPROVEMENTS | 2020-01-29 | $20,184 | 150DB | 15.000000000000 | $0 | $1,346 | |
| LANDSCAPING PROJECT | 2020-09-18 | $12,200 | L | $0 | $0 | ||
| LANDSCAPING PROJECT | 2021-12-15 | $9,290 | L | $0 | $0 | ||
| GRANITE PLANTERS REPAIR | 2023-07-13 | $3,940 | $114 | 150DB | 15.000000000000 | $67 | $263 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,349,711 | EOYBookValueAmt |
| EOYFMV | $1,373,058 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $855,005 | $1,196,973 |
| INTERNATIONAL STOCKS | $174,750 | $241,870 |
| OTHER ALTERNATIVES | $67,708 | $90,343 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 140 17TH ST | $2,075,000 | $944,377 | $1,130,623 |
| 154 E. 17TH ST. | $1,200,000 | $546,144 | $653,856 |
| MONUMENT SIGN | $4,016 | $4,016 | $0 |
| LADDER & INSTALL | $1,500 | $1,500 | $0 |
| PARKING LOT LIGHTS | $1,155 | $1,155 | $0 |
| PARKING LOT REPAVING AND STRIPING - 154 E. 17TH ST. | $6,163 | $4,980 | $1,183 |
| PARKING LOT REPAVING AND STRIPING - 140 E. 17TH ST. | $37,598 | $30,383 | $7,215 |
| REAR FENCING DOOR - 140 E. 17TH STREET | $625 | $505 | $120 |
| SKYLIGHT - 140 E. 17TH STREET | $4,552 | $1,048 | $3,504 |
| LANDSCAPING PROJECT DRAWINGS #1 - 140 E. 17TH STREET | $8,500 | $6,869 | $1,631 |
| LANDSCAPING PROJECT DRAWINGS #2 - 140 E. 17TH STREET | $8,500 | $6,869 | $1,631 |
| PATIO DEMOLITION AND INSTALLATION - 140 E. 17TH STREET | $6,168 | $4,984 | $1,184 |
| EAST AND SOUTH PATIOS DEMOLITION AND INSTALLATION - 140 E. 17TH STREET | $8,728 | $7,054 | $1,674 |
| LANDSCAPING PROJECT | $17,000 | $0 | $17,000 |
| LEASEHOLD IMPROVEMENTS | $17,680 | $17,680 | $0 |
| LANDSCAPING PROJECT | $9,000 | $0 | $9,000 |
| LEASEHOLD IMPROVEMENTS | $20,184 | $20,184 | $0 |
| LANDSCAPING PROJECT | $12,200 | $0 | $12,200 |
| LANDSCAPING PROJECT | $9,290 | $0 | $9,290 |
| GRANITE PLANTERS REPAIR | $3,940 | $3,333 | $607 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $100 | $0 | $0 |
| INSURANCE | $3,101 | $3,101 | $0 |
| REPAIRS & MAINTENANCE | $67,495 | $67,495 | $0 |
| PROFESSIONAL FEES | $15,455 | $15,455 | $0 |
| MANAGEMENT FEES | $52,970 | $52,970 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $677 | $677 | $0 |
| FEDERAL EXCISE TAX | $125 | $0 | $0 |
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