PARTNERS IN HOUSING: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERS IN HOUSING (EIN 77-0376937)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202431359349100548
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T09:18:21-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203557677 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLER AND ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18645 SHERMAN WAY SUITE 110 | AddressLine1Txt |
| City | RESEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91335 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770376937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERS IN HOUSING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 8054964948 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1259 E THOUSAND OAKS BOULEVARD | AddressLine1Txt |
| City | THOUSAND OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91362 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK A SCHROEDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8054964948 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICK | PersonFirstNm |
| Person Last | SCHROEDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KELLER | PreparerPersonNm |
| PTIN | P00227750 | PTIN |
| Phone | 8183833079 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $400,339 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $339 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $339 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $339 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $339 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $339 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $339 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,300 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $25 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,325 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,325 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $400,000 | CashBOYAmt |
| Cash EOY | $400,339 | CashEOYAmt |
| Cash EOYFMV | $400,339 | CashEOYFMVAmt |
| Total Assets BOY | $400,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $400,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $400,339 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,225 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,550 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,225 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,550 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $397,775 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $396,789 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $397,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $396,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $400,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $400,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $397,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$986 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $396,789 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $396,789 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | Yes (1) | 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 | CAILAN LU | IndividualWithBooksNm |
| Phone | 8054964948 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1259 E THOUSAND OAKS BOULEVARD | AddressLine1Txt |
| City | THOUSAND OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91362 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|
| RICK SCHROEDER | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DOUGLAS PERRY | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | CHAIR | 1.00 | $0 | $0 | $0 |
| MACKENZIE MAZEN | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| JOHN MADDUX | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | TREASURER | 1.00 | $0 | $0 | $0 |
| SUSAN CASS | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | SECRETARY | 1.00 | $0 | $0 | $0 |
| FRANCIS ADARKWA | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| GARY BARNUM | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CLAUDIA CORTEZ | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TIM HARRINGTON | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KAREN INGRAM | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| AARON KITZMAN | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KEVIN KOZAL | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SARA MARTINEZ | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SR LISA MEGAFFIN | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| HENRY MONTALVO | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| NANCY MORAVEC | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JERRY PETRY | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TINA MARIE SECREASE | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CAROL SHELTON | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHRIS SOLTOW | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SKYLER WOLPERT | ||||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | BOARD MEMBER | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE DECENT HOUSING THAT IS AFFORDABLE TO LOW AND MODERATE INCOME HOUSEHOLDS, WITH AN EMPHASIS ON PEOPLE WITH SPECIAL NEEDS, E.G. MENTALLY ILL, FRAIL ELDERLY, DEVELOPMENTALLY DISABLED, ETC. MANAGING GENERAL PARTNER FOR 40-UNIT HARVARD PLACE APARTMENTS LOCATED IN SANTA PAULA, CALIFORNIA. THE ORGANIZATION CONTINUES TO SEEK OUT DEVELOPMENT OPPORTUNITIES CONSISTENT WITH ITS MISSION. | Description1Txt |
| Expenses1 | $1,325 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $400,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $400,170 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $400,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $394,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,708 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,325 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,325 | CurrentYearAmt |
| Year1 | $1,125 | Year1Amt |
| Year2 | $15,789 | Year2Amt |
| Year3 | $18,216 | Year3Amt |
| Total | $36,455 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,325 | CurrentYearAmt |
| Year1 | $1,125 | Year1Amt |
| Year2 | $15,789 | Year2Amt |
| Year3 | $18,216 | Year3Amt |
| Total | $36,455 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $1,420,819 | Year2Amt |
| Year3 | $1,390,579 | Year3Amt |
| Total | $2,811,398 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $339 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $339 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $339 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | TO PROVIDE DECENT HOUSING THAT IS AFFORDABLE TO LOW AND MODERATE INCOME HOUSEHOLDS, WITH AN EMPHASIS ON PEOPLE WITH SPECIAL NEEDS, E.G. MENTALLY ILL, FRAIL ELDERLY, DEVELOPMENTALLY DISABLED, ETC. MANAGING GENERAL PARTNER FOR 40-UNIT HARVARD PLACE APARTMENTS LOCATED IN SANTA PAULA, CALIFORNIA. THE ORGANIZATION CONTINUES TO SEEK OUT DEVELOPMENT OPPORTUNITIES CONSISTENT WITH ITS MISSION. | RelationshipStatementTxt |
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 | BOOKKEEPING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $1,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,300 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRY OF CHARITABLE TRUST ANNUAL TAXES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
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