ROBERT GUMBINER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT GUMBINER FOUNDATION (EIN 95-4167110)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349104840
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:40:04-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473585867 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROVIDENT FINANCIAL CONSULTING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20201 SW BIRCH SUITE 275 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | 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 | 954167110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT GUMBINER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5624375359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 E 7TH STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DEOVLET | PersonNm |
| Person Title | CO-CHAIR/DIR | PersonTitleTxt |
| Phone | 5624375359 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | DEOVLET | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | JAMES E PICKETT JEP | PreparerPersonNm |
| PTIN | P00293441 | PTIN |
| Phone | 7143610171 | PhoneNum |
| Preparation | 2023-11-14 | 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 | $18,502,772 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $142,025 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $68,372 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,372 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $848,539 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $848,539 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $230,063 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $46 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $400,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $2,194 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $1,374 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $820 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $820 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $10,975 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,723 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,252 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,070,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $922,680 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,072 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $81,867 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $3,003 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $78,864 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $62,901 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $25,148 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $462 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,291 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,143 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $32,143 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,564 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,564 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $81,785 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $71,623 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,162 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $245,208 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $133,290 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $26,086 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $23,079 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $754 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $22,325 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $413,452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $315,193 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,853 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $96,406 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,127,999 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $708,461 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $32,158 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $297,548 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $496,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $496,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,624,399 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $708,461 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $32,158 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $793,948 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$553,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,639,061 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,582,924 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,582,924 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $11,745 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,868 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $11,745 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11,745 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $608,035 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $648,660 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $608,035 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $608,035 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $8,264 | InventoriesBOYAmt |
| Inventories EOY | $6,890 | InventoriesEOYAmt |
| Inventories EOYFMV | $6,890 | InventoriesEOYFMVAmt |
| US Government Obligations BOY | $195,968 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,217,345 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,221,037 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $849,128 | CorporateStockBOYAmt |
| Corporate Stock EOY | $849,128 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,239,801 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $254,855 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,339 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $55,959 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $5,527,925 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,449,280 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $3,211,932 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,078,645 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $5,673,871 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,609,384 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,778,665 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,942,162 | LandBOYAmt |
| Land EOY | $2,830,719 | LandEOYAmt |
| Land EOYFMV | $5,609,384 | LandEOYFMVAmt |
| Other Assets BOY | $1,493,126 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,493,126 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,493,126 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,251,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,728,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,502,772 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $31,080 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $31,025 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,080 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,025 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,174 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,174 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,396,432 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,396,432 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,821,338 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,299,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,219,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,697,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,251,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,728,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,219,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$553,622 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,549 | OtherIncreasesAmt |
| Subtotal | $12,697,871 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,697,871 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $400,632 | GrossSalesPriceAmt |
| Cost Or Other Basis | $400,586 | CostOrOtherBasisAmt |
| Gain Or Loss | $46 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $46 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $46 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,978 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,978 | SubtotalAmt |
| Tax Based On Investment Income | $2,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,872 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,872 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,894 | OverpaymentAmt |
| Applied To ES Tax | $5,894 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | MANAGEMENT ACTIVITES INC | IndividualWithBooksNm |
| Phone | 5624375359 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 E 7TH STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90813 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL DEOVLET | ||||||||
| 1020 E 7TH STREET | LONG BEACH | CA | 90813 | CO-CHAIR/DIR | 20.00 | $61,000 | $50,295 | $0 |
| BURKE GUMBINER | ||||||||
| 4053 SUNNYSLOPE AVE | LOS ANGELES | CA | 91423 | CO-CHAIR/SEC | 2.00 | $0 | $0 | $0 |
| ALIS GUMBINER | ||||||||
| 1020 E 7TH STREET | LONG BEACH | CA | 90813 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCES LUJAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 E 7TH STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MUSEUM DIREC | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $55,000 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MANAGEMENT ACTIVITIES INC | |||||
| 1020 E 7TH STREET | LONG BEACH | CA | 90813 | PORTFILIO MGMT | $62,654 |
| BEACH CITIES PROPERTY MANAGEMENT | |||||
| 2221 PALO VERDE AVE 2G | LONG BEACH | CA | 90815 | PROPERTY MGMT | $54,029 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PACIFIC ISLAND ETHNIC ART MUSEUM | Description1Txt |
| Expenses1 | $165,542 | Expenses1Amt |
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 | $1,673,039 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,611,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,673,871 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,958,692 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,958,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,380 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,794,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $539,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $539,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,978 | TotalTaxAmt |
| Distributable Before Adj | $536,738 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $536,738 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $536,738 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $793,948 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $793,948 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $536,738 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,244 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,995 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $294,726 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $135,654 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $511,619 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $793,948 | QualifyingDistributionsAmt |
| Applied To Current Year | $536,738 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $257,210 | RemainingDistriFromCorpusAmt |
| Total Corpus | $768,829 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,244 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $744,585 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,995 | ExcessFromYear4Amt |
| Excess From Year2 | $294,726 | ExcessFromYear2Amt |
| Excess From Year1 | $135,654 | ExcessFromYear1Amt |
| Excess From Current Year | $257,210 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MUSEUM OF LATIN AMERICAN | ||||||||
| ART | 638 ALAMITOS AVENUE | LONG BEACH | CA | 90802 | N/A | PC | PROMOTION OF VISUAL ARTS & CULTURE | $489,500 |
| ALTMED FOUNDATION | ||||||||
| 2040 CAMFIELD AVE | COMMERCE | CA | 90040 | N/A | UNRESITRICTED | $6,900 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $496,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PIEAM | Desc |
| Related Or Exempt Function Incm | $5,252 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,372 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $230,063 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $5,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $820 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $304,204 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,072 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,276 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | ADMISSION REVENUE, MEMBERSHIP DUES, AND INCOME FROM |
| 1A | SPECIAL EVENTS DERIVED FROM EXEMPT PURPOSE ACTIVITIES |
| 1A | RELATED TO THE PACIFIC ISLAND ETHNIC ART MUSEUM ("PIEAM"), |
| 1A | INCLUDING, AMONG OTHER EXEMPT PURPOSES, THE PROMOTION OF |
| 1A | ART AND ART CULTURE. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CALIFORNIA ARTS COUNCIL | |||||||
| 1 | 2750 GATEWAY OAKS DRIVE | SUITE 300 | SACRAMENTO | CA | 95833 | $19,000 | Yes (X) |
| COMMUNITY PARTNERS | |||||||
| 2 | 1000 N ALAMEDA STREET | SUITE 240 | LOS ANGELES | CA | 90012 | $45,000 | Yes (X) |
| RUMBA FOUNDATION | |||||||
| 3 | PO BOX 296 | CEDAR GLEN | CA | 92321 | $50,000 | Yes (X) | |
| TDWCO | |||||||
| 4 | 92 LENORA ST | SUITE 888 | SEATTLE | WA | 98121 | $20,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $52,000 | $26,000 | $26,000 |
| 278 ALAMITOS - ARTIST LOFTS | $45 | $45 | |
| 900-918 E 4TH ST | $104 | $104 | |
| 1066 E 7TH STREET | $3,189 | $3,189 | |
| 1052 E 7TH STREET | $934 | $934 | |
| 1046 E 7TH STREET | $1,768 | $1,768 | |
| 1010 7TH STREET | $103 | $103 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| TRIANGLE IMPROVEMENTS | 1998-07-01 | $58,421 | $50,984 | S/L | 27.5000 | $2,124 | $2,124 | |
| TRIANGLE IMPROVEMENTS | 1999-07-01 | $3,855 | $3,140 | S/L | 27.5000 | $140 | $140 | |
| TRIANGLE BLDG MURAL | 1995-07-01 | $18,858 | $18,858 | S/L | 7.0000 | |||
| CAPITAL IMPROVEMENTS | 2008-07-01 | $198,085 | $68,568 | S/L | 39.0000 | $5,079 | $5,079 | |
| 695 ALAMITOS IMPROVEMENTS | 2009-07-01 | $614,695 | $197,017 | S/L | 39.0000 | $15,762 | $15,762 | |
| TRIANGLE BUILDING | 1994-12-29 | $225,000 | $225,000 | S/L | 27.5000 | |||
| TRIANGLE PARK-LAND | 1994-12-29 | $218,000 | ||||||
| 902 ALAMITOS-IMPROVEMENTS | 2010-06-30 | $97,428 | $28,729 | S/L | 39.0000 | $2,498 | $2,498 | |
| 695 ALAMITOS CAPITAL IMPROVE | 2019-04-04 | $18,867 | $1,331 | S/L | 39.0000 | $483 | $483 | |
| 278 ALAMITOS-BLDG | 1997-07-01 | $294,711 | $185,137 | S/L | 39.0000 | $7,557 | $7,557 | |
| 278 ALAMITOS-LAND | 1997-07-01 | $265,628 | ||||||
| CAPITAL IMPROVEMENTS | 1998-07-01 | $2,417 | $1,799 | S/L | 39.0000 | $62 | $62 | |
| CAPITAL IMPROVEMENTS | 1999-07-14 | $21,343 | $14,637 | S/L | 39.0000 | $547 | $547 | |
| CAPITAL IMPROVEMENTS | 2000-07-01 | $117,206 | $74,418 | S/L | 39.0000 | $3,006 | $3,006 | |
| CAPITAL IMPROVEMENTS | 2001-07-01 | $1,716,329 | $902,167 | S/L | 39.0000 | $44,009 | $44,009 | |
| CAPITAL IMPROVEMENTS | 2002-07-01 | $82,726 | $41,362 | S/L | 39.0000 | $2,121 | $2,121 | |
| CAPITAL IMPROVEMENTS | 1995-07-01 | $74,454 | $50,590 | S/L | 39.0000 | $1,909 | $1,909 | |
| 292 ALAMITOS IMPROVE | 1997-07-01 | $45,700 | $45,700 | S/L | 7.0000 | |||
| 920 E. 3RD ST BLDG | 1999-07-01 | $216,280 | $124,548 | S/L | 39.0000 | $5,546 | $5,546 | |
| BLDGS | 2009-04-30 | $333,871 | $108,437 | S/L | 39.0000 | $8,560 | $8,560 | |
| LAND | 2009-04-30 | $175,000 | ||||||
| 1066 E. 7TH ST-BLDG | 2009-04-05 | $581,579 | $269,641 | S/L | 27.5000 | $21,149 | $21,149 | |
| 1066 E 7TH ST-LAND | 2009-04-05 | $268,421 | ||||||
| 1052 E 7TH ST-BLDG | 2009-04-30 | $316,667 | $145,859 | S/L | 27.5000 | $11,515 | $11,515 | |
| 1052 E 7TH ST-LAND | 2009-04-30 | $158,333 | ||||||
| 1046 E 7TH ST-BLDG | 2009-04-30 | $205,000 | $94,424 | S/L | 27.5000 | $7,455 | $7,455 | |
| 1046 E 7TH ST-LAND | 2009-04-30 | $205,000 | ||||||
| BUILDING | 2009-01-20 | $546,000 | $257,282 | S/L | 27.5000 | $19,854 | $19,854 | |
| LAND | 2009-01-01 | $234,000 | ||||||
| BALBOA REMODEL | 1999-07-01 | $8,500 | $6,923 | S/L | 27.5000 | $309 | ||
| HIPPODROME IMPROVEMENTS | 1996-07-01 | $314,389 | $205,560 | S/L | 39.0000 | $8,062 | ||
| 1043 E 6TH ST | 1997-07-01 | $276,181 | $173,498 | S/L | 39.0000 | $7,082 | ||
| 628 ALAMITOS AVE | 1997-07-01 | $168,719 | $105,989 | S/L | 39.0000 | $4,326 | ||
| CAPITAL IMPROVEMENTS | 1998-07-01 | $33,120 | $28,907 | S/L | 27.5000 | $1,204 | ||
| BALBOA CAP IMPROVEMENTS | 1998-07-01 | $6,385 | $5,571 | S/L | 27.5000 | $233 | ||
| CAPITAL IMPROVEMENTS | 1999-07-01 | $20,547 | $16,735 | S/L | 27.5000 | $747 | ||
| CAPITAL IMPROVENTS | 2000-07-01 | $2,350 | $1,794 | S/L | 27.5000 | $86 | ||
| CAPITAL IMPROVEMENTS | 2001-07-01 | $1,490 | $784 | S/L | 39.0000 | $38 | ||
| CAPITAL IMPROVEMENTS | 2003-01-01 | $2,547 | $1,237 | S/L | 39.0000 | $65 | ||
| CAPITAL IMPROVEMENTS | 2004-01-01 | $1,593 | $734 | S/L | 39.0000 | $41 | ||
| CAPITAL IMPROVEMENTS | 2006-12-31 | $378,095 | $145,827 | S/L | 39.0000 | $9,694 | ||
| INTERIOR DESIGN | 1995-07-01 | $7,343 | $7,343 | S/L | 7.0000 | |||
| INTERIOR DESIGN | 1995-07-01 | $14,437 | $14,437 | S/L | 7.0000 | |||
| INTERIOR DESIGN | 1996-07-01 | $2,568 | $2,568 | S/L | 7.0000 | |||
| COMPUTER EQUIPMENT | 2006-12-31 | $877 | $877 | S/L | 5.0000 | |||
| OFFICE EQUIPMENT | 2004-01-01 | $211 | $211 | S/L | 5.0000 | |||
| HIPPODROME BLDG | 1995-12-15 | $936,000 | $625,996 | S/L | 39.0000 | $24,000 | ||
| HIPPODROME LAND | 1995-12-15 | $264,000 | ||||||
| 6TH STREET BLDG | 1995-05-26 | $300,000 | $205,125 | S/L | 39.0000 | $7,692 | ||
| 6TH STREET - LAND | 1995-05-26 | $475,000 | ||||||
| 1033 6TH ST - BLDG | 1998-02-24 | $180,977 | $157,940 | S/L | 27.5000 | $6,581 | ||
| 1033 6TH ST - LAND | 1998-02-24 | $60,326 | ||||||
| 1011 6TH ST - BLDG | 1998-03-10 | $168,856 | $147,364 | S/L | 27.5000 | $6,140 | ||
| 1011 6TH ST - LAND | 1998-03-10 | $56,285 | ||||||
| 1021 6TH ST - BLDG | 1998-03-30 | $117,934 | $102,925 | S/L | 27.5000 | $4,288 | ||
| 1031 6TH ST - LAND | 1998-03-03 | $39,311 | ||||||
| 1029 E. 6TH ST - BLDG | 1998-04-21 | $58,031 | $50,644 | S/L | 27.5000 | $2,110 | ||
| 1029 E. 6TH ST - LAND | 1998-04-21 | $19,344 | ||||||
| 1038 7TH ST - BLDG | 2000-07-01 | $122,220 | $65,812 | S/L | 39.0000 | $3,134 | ||
| 1038 7TH ST - LAND | 2000-07-01 | $38,596 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $50,339 | EOYBookValueAmt |
| EOYFMV | $55,959 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $849,128 | EOYBookValueAmt |
| EOYFMV | $1,239,801 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,217,345 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,221,037 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND, BLDG, & EQUIP (INVESTMENT) | CategoryOrItemTxt |
| Cost Or Other Basis | $5,527,925 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,449,280 | AccumulatedDepreciationAmt |
| Book Value | $3,078,645 | BookValueAmt |
| EOYFMV | $5,673,871 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BLDG & EQUIP (NON-INVESTMENT) | $4,428,522 | $2,778,665 | $1,649,857 | $4,428,522 |
| $1,180,862 | $1,180,862 | $1,180,862 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $1,493,126 | BOYBookValueAmt |
| EOY Book Value | $1,493,126 | EOYBookValueAmt |
| EOYFMV | $1,493,126 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (41 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PIEAM | ||||
| WORKERS COMPENSATION INS | $48 | $48 | ||
| BUSINESS LICENSE FEES | $11 | $11 | ||
| BANK CHARGES | $5 | $5 | ||
| TELEPHONE | $111 | $111 | ||
| OFFICE SUPPLIES | $65 | $65 | ||
| EXHIBIT COSTS | $831 | $831 | ||
| MISC. PROGRAM EXPENSE | $782 | $782 | ||
| 278 ALAMITOS - ARTIST LOFTS | ||||
| INSURANCE | $5,926 | $5,926 | ||
| REPAIRS | $57,415 | $57,415 | ||
| UTILITIES | $13,481 | $13,481 | ||
| 900-918 E 4TH ST | ||||
| INSURANCE | $5,466 | $5,466 | ||
| 1066 E 7TH STREET | ||||
| INSURANCE | $4,240 | $4,240 | ||
| REPAIRS | $69,383 | $69,383 | ||
| UTILITIES | $18,567 | $18,567 | ||
| 1052 E 7TH STREET | ||||
| INSURANCE | $4,594 | $4,594 | ||
| REPAIRS | $18,100 | $18,100 | ||
| UTILITIES | $969 | $969 | ||
| 1046 E 7TH STREET | ||||
| INSURANCE | $1,694 | $1,694 | ||
| REPAIRS | $52,599 | $52,599 | ||
| UTILITIES | $13,636 | $13,636 | ||
| 1010 7TH STREET | ||||
| INSURANCE | $3,004 | $3,004 | ||
| REPAIRS | $36,397 | $36,397 | ||
| UTILITIES | $9,467 | $9,467 | ||
| EXPENSES | ||||
| WORKERS COMPENSATION | $1,692 | $1,692 | ||
| BUSINESS LICENSE FEES | $431 | $431 | ||
| BANK CHARGES | $255 | $255 | ||
| TELEPHONE | $2,905 | $2,905 | ||
| OFFICE SUPPLIES | $6,876 | $6,876 | ||
| INSURANCE | $14,510 | $14,510 | ||
| MISCELLANEOUS | $27,628 | $27,628 | ||
| EXHIBIT COSTS | $21,832 | $21,832 | ||
| PROGRAM EXPENSES | $20,532 | $20,532 | ||
| ADVERTISING/MARKETING |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL RIGHTS | $5,723 | $5,723 | |
| PIEAM | $5,252 | $5,252 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $31,549 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SALES TAX DEPOSIT | $276 | $230 |
| TENANT DEPOSITS | $30,795 | $30,795 |
| OTHER | $9 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|---|---|---|
| MUSEUM OF LATIN AMERICAN ART MOLAA | |||||||
| NONE | $1,325,129 | $58,035 | 2007-12 | ON DEMAND | 0.0000 | NONE | CONSTRUCTION LOAN |
| SUNSET FRANCHISE CAPITAL | |||||||
| NONE | $550,000 | $550,000 | 2021-01 | ON DEMAND | 0.0600 | NONE | INVESTMENT |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $8,082 | $8,082 |
| 278 ALAMITOS - ARTIST LOFTS | $41,420 | $41,420 |
| 900-918 E 4TH ST | $2,544 | $2,544 |
| 1066 E 7TH STREET | $18,143 | $18,143 |
| 1052 E 7TH STREET | $6,333 | $6,333 |
| 1046 E 7TH STREET | $7,013 | $7,013 |
| 1010 7TH STREET | $17,029 | $17,029 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PIEAM GIFT SHOP | CategoryTxt |
| Gross Sales | $2,194 | GrossSalesAmt |
| Cost Of Goods Sold | $1,374 | CostOfGoodsSoldAmt |
| Net | $820 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $6,162 | $6,162 | |
| FEDERAL EXCISE TAX | $4,000 | ||
| 278 ALAMITOS - ARTIST LOFTS | $14,637 | $14,637 | |
| 900-918 E 4TH ST | $9,664 | $9,664 | |
| 1066 E 7TH STREET | $17,973 | $17,973 | |
| 1052 E 7TH STREET | $7,573 | $7,573 | |
| 1046 E 7TH STREET | $8,732 | $8,732 | |
| 1010 7TH STREET | $13,044 | $13,044 |
Comments