IRMA CEUNIS AND SIMONE C WYNANT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IRMA CEUNIS AND SIMONE C WYNANT FOUNDATION (EIN 68-0441999)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349104615
- Schema version
- 2022v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T13:36:05-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680204223 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ULLRICH DELEVATI CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 2ND ST STE 106 | AddressLine1Txt |
| City | WOODLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 956954065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680441999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IRMA CEUNIS AND | BusinessNameLine1Txt |
| Business Name Line2 | SIMONE C WYNANT FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRMA | BusinessNameControlTxt |
| Phone | 5306666671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 SECOND STREET SUITE 106 | AddressLine1Txt |
| City | WOODLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95695 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY DELEVATI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5306666671 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANTHONY | PersonFirstNm |
| Person Last | DELEVATI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J DELEVATI CPA | PreparerPersonNm |
| PTIN | P01225873 | PTIN |
| Phone | 5306666671 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $3,105,854 | 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 | $226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $226 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $141,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $141,450 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $42,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $42,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $20,391 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,497 | NetGainSaleAstRevAndExpnssAmt |
| Total Rev And Expnss | $161,179 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,676 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,359 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $7,359 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $15,212 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $15,212 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,904 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,397 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,507 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,866 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,866 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $162,067 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $222,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $288,280 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,030 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,783,483 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,874,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,783,483 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,874,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $658,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $698,604 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $342,899 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $101,925 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $66,554 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,925 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $747,723 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $167,980 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $594,955 | LandBOYAmt |
| Land EOY | $579,743 | LandEOYAmt |
| Land EOYFMV | $565,000 | LandEOYFMVAmt |
| Total Assets BOY | $3,451,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,416,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,105,854 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,451,460 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,416,664 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,451,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,416,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,451,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,416,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,451,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,796 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,416,664 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,416,664 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,253 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,253 | SubtotalAmt |
| Tax Based On Investment Income | $2,253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $82 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ERIC WAIS | IndividualWithBooksNm |
| Phone | 5306666671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 SECOND STREET | AddressLine1Txt |
| Address Line2 | SUITE 106 | AddressLine2Txt |
| City | WOODLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95695 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ERIC WAIS | |||||||||
| 433 SECOND STREET | SUITE 106 | WOODLAND | CA | 95695 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| ANTHONY DELEVATI | |||||||||
| 433 SECOND STREET | SUITE 106 | WOODLAND | CA | 95695 | TREASURER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $400,739 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $298,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,370,400 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,069,616 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,069,616 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,023,572 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,179 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,179 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,253 | TotalTaxAmt |
| Distributable Before Adj | $148,926 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $148,926 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $148,926 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $160,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $146,635 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Total For Prior Years | $10,236 | TotalForPriorYearsAmt |
| Qualifying Distributions | $160,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $146,635 | AppliedToYear1Amt |
| Applied To Current Year | $13,865 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $10,236 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $10,236 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $135,061 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIC WAIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 SECOND STREET 106 | AddressLine1Txt |
| City | WOODLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95695 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5306686650 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE IN WRITING AND INCLUDE PURPOSE FOR REQUEST, WHO, WHAT, WHERE AND HOW IT WILL SERVE. IT MUST INCLUDE TAX EXEMPTION LETTER AND COMPANY FINANCIALS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. SUBMISSIONS ACCEPTED YEAR ROUND. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE 501(C)(3)ORGANIZATIONS WITH EMPHASIS ON CHILDREN AND ANIMALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FFA BOOSTER | |||||||
| 222 COURT ST | WOODLAND | CA | 95695 | NONE | GOOD | YOUTH | $25,000 |
| MARINE TOYS FOR TOTS FOUN | |||||||
| 865 HOWE AVENUE SUITE 300 | SACRAMENTO | CA | 95825 | NONE | GOOD | YOUTH | $3,000 |
| GEORGE TOWN ROTARY | |||||||
| 7460 WENTWORTH SPRINGS RD | GEORGETOWN | CA | 95634 | NONE | GOOD | YOUTH | $5,000 |
| SHORT TERM EMERGENCY AID COMMITTEE | |||||||
| 1712 PICASSO AVE | DAVIS | CA | 95618 | NONE | GOOD | EMERGENCY AID YOUTH | $10,000 |
| YOLO BASIN FOUNDATION | |||||||
| 45211 CO RD 32B | DAVIS | CA | 95618 | NONE | GOOD | YOUTH EDUCATION | $12,500 |
| OKLAHOMA STATE UNIVERSITY | |||||||
| 398 W HALL OF FAME AVE | STILLWATER | OK | 74074 | NONE | GOOD | YOUTH ATHLETICS | $5,000 |
| YOLO CRISIS NURSERY | |||||||
| 1107 KENNEDY PLACE STE 5 | DAVIS | CA | 95616 | NONE | GOOD | YOUTH SUPPORT | $10,000 |
| WOODLAND HEALTHCARE FOUNDATION | |||||||
| 1321 COTTONWOOD ST | WOOLDAND | CA | 95695 | NONE | GOOD | FETAL MONITORING EQUIPMENT | $25,000 |
| CHILDRENS HOPE | |||||||
| 950 THARP ROAD STE 300 | YUBA CITY | CA | 95993 | NONE | GOOD | FOSTER CHILD PROGRAM | $15,000 |
| YOLO FOOD BANK | |||||||
| 233 HARTER AVE | WOODLAND | CA | 95776 | NONE | GOOD | CHILD NUTRITION | $20,000 |
| ALL LEADERS MUST SERVE | |||||||
| 433 2ND STREET STE 101 | WOODLAND | CA | 95695 | NONE | GOOD | YOUTH JOB TRAINING | $10,000 |
| UCP OF SACRAMENTO | |||||||
| 4350 AUBURN BLVD | SACRAMENTO | CA | 95841 | NONE | GOOD | YOUTH CAMP | $10,000 |
| EMPOYER YOLO | |||||||
| 175 WALNUT STREET | WOODLAND | CA | 95695 | NONE | GOOD | YOUTH SERVICE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141,450 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $20,391 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$22,497 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $162,067 | ExclusionAmt |
| Related Or Exempt Function Incm | -$22,497 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,570 | 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 | 8 | LineNumberTxt |
| Relationship Statement | 14 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 102 MAIN ST - LAND | 2011-10-01 | $140,000 | |||||
| 102 MAIN ST - BUILDING | 2011-10-01 | $120,000 | $31,410 | S/L | 39.0000 | $3,077 | $3,077 |
| 102 MAIN ST - BASIS ADJ | 2011-09-15 | $325,000 | $83,333 | S/L | 39.0000 | $8,334 | $8,334 |
| BUILDING REMODEL | 2011-10-01 | $98,100 | $25,678 | S/L | 39.0000 | $2,515 | $2,515 |
| ACQUISITION COST- LAND | 2011-10-01 | $15,259 | |||||
| ACQUISITION COSTS - BUILDING | 2011-10-01 | $13,079 | $3,423 | S/L | 39.0000 | $336 | $336 |
| CONSTRUCTION CARRYING COSTS | 2011-10-01 | $17,267 | $4,520 | S/L | 39.0000 | $442 | $442 |
| CONSTRUCTION | 2012-07-01 | $6,206 | $1,505 | S/L | 39.0000 | $159 | $159 |
| COLUMBARA'S DOOR | 2012-06-12 | $2,050 | $502 | S/L | 39.0000 | $52 | $52 |
| ELECTRICAL WORK | 2012-12-10 | $8,800 | $2,040 | S/L | 39.0000 | $226 | $226 |
| ARCHITECTUAL FEES | 2016-04-15 | $1,963 | $357 | S/L | 27.5000 | $71 | $71 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | THORNBURG MORTGAGE | AssetDesc |
| Acquired | 2006-08 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2022-12 | SoldDt |
| Basis | $22,497 | BasisAmt |
| Total Net | -$22,497 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB INVESTMENTS | StockNm |
| EOY Book Value | $698,604 | EOYBookValueAmt |
| EOYFMV | $342,899 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB CASH ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $66,554 | BookValueAmt |
| EOYFMV | $101,925 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $592,464 | $167,980 | $424,484 | $409,741 |
| LAND | $155,259 | $155,259 | $155,259 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 102 MAIN STREET, WOODLAND | |||
| REPAIRS | |||
| UTILITIES | |||
| YARD MAINT | $720 | $720 | |
| LICENSES | |||
| PROPERTY TAXES | $5,677 | $5,677 | |
| RENTAL COMMISSION | |||
| INSURANCE | |||
| PROFESSIONAL FEES | |||
| EXPENSES | |||
| OFFICE EXPENSE | $258 | $258 | |
| INSURANCE | |||
| BANK FEES | $294 | $294 | |
| COLLECTION COST | $5,955 | $5,955 | |
| RETURNED CHECKS | |||
| LEGAL FEES | |||
| INVESTMENT COST |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTGAGE NOTES RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $1,783,483 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| INTERNAL REVENUE SERVICE | $7,334 | $7,334 |
| STATE FILING FEE | $25 | $25 |
| CA ATTORNEY GENERAL REGISTRY |