LEONIS ADOBE ASSOCIATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEONIS ADOBE ASSOCIATION (EIN 95-6133952)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-02
- IRS object ID
- 202222149349100312
- Schema version
- 2021v4.0
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-02T13:06:41-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475236877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN KURLAND & MIRAGLIA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16133 VENTURA BLVD STE 880 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956133952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONIS ADOBE ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 8182226511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23537 CALABASAS ROAD | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL STEWART | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2022-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | STEWART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK J MIRAGLIA | PreparerPersonNm |
| PTIN | P00877283 | PTIN |
| Phone | 8187849000 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,495,777 | 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 | $427,785 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,487 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,487 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $15,487 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $30,454 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,454 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,454 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $672,827 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $672,827 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $672,827 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $672,827 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $19,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,241,987 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,848 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,382 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $19,382 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,185,783 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $738,616 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $738,150 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,624 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,624 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $188,162 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $188,162 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $14,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,259 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,259 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $31,885 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $31,885 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,976 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $308,767 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,497 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $292,167 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $646,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,756 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $598,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $646,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,756 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $598,938 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $539,010 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $711,860 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $738,150 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $790,468 | CashBOYAmt |
| Cash EOY | $867,569 | CashEOYAmt |
| Cash EOYFMV | $867,569 | CashEOYFMVAmt |
| Inventories BOY | $46,248 | InventoriesBOYAmt |
| Inventories EOY | $48,405 | InventoriesEOYAmt |
| Inventories EOYFMV | $48,405 | InventoriesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,966,564 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,298,530 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,689,010 | LandBOYAmt |
| Land EOY | $3,668,034 | LandEOYAmt |
| Land EOYFMV | $4,966,564 | LandEOYFMVAmt |
| Other Assets BOY | $2,221,071 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,613,239 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,613,239 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,746,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,197,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,495,777 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $89,122 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $90 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $652 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $89,212 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $652 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,657,585 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,196,595 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,657,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,196,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,746,797 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,197,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,657,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $539,010 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,196,595 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,196,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 129,000 ALLY BK MIDVALE | P | 2019-07-22 | 2021-07-26 | $129,000 | $129,000 | ||
| 130,000 SALLIE MAE BK CD | P | 2019-07-22 | 2021-07-26 | $130,000 | $130,000 | ||
| 115,000 WELLS FARGO BK NA | P | 2017-04-19 | 2021-04-12 | $115,000 | $115,000 | ||
| 111,000 WELLS FARGO CD | P | 2016-09-21 | 2021-09-28 | $111,000 | $111,000 | ||
| 30,000 CAPITAL ONE BANK | P | 2017-09-19 | 2021-09-27 | $30,000 | $30,000 | ||
| 7,034.767 BLACKROCK LOW DUR BD | P | 2018-10-24 | 2021-11-05 | $68,045 | $68,025 | $20 | $20 |
| 2500.000 PIMCO ENHANCED SHRT | P | 2018-10-24 | 2021-01-19 | $254,438 | $253,811 | $627 | $627 |
| 12,016.516 WESTERN ASSET CORE | P | 2018-03-29 | 2021-08-05 | $146,038 | $138,148 | $7,890 | $7,890 |
| 13,625.402 BLACKROCK LOW DUR BD | P | 2011-08-15 | 2021-10-26 | $131,955 | $131,028 | $927 | $927 |
| 115,000 WELLS FARGO BK NA SIOUX | P | 2017-04-19 | 2021-04-12 | $115,000 | $116,127 | -$1,127 | -$1,127 |
| Capital Gain Dividends | $11,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,848 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,895 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,895 | SubtotalAmt |
| Tax Based On Investment Income | $9,895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,545 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,545 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,650 | OverpaymentAmt |
| Applied To ES Tax | $3,650 | AppliedToESTaxAmt |
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 | LEONISADOBEMUSEUM.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL STEWART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8182226511 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23537 CALABASAS ROAD | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RUTH ABEL | ||||||
| 20412 TIARA ST | WOODLAND HILLS | CA | 91367 | BOARD MEMBER | 2.00 | $0 |
| DON ADAMS | ||||||
| 7143 SALISBURY RD | WEST HILLS | CA | 91304 | PRESIDENT EM | 5.00 | $0 |
| BRIAN KAHN | ||||||
| 3611 SUNSET KNOLLS DR | THOUSAND OAKS | CA | 91362 | President | 2.00 | $0 |
| DIANE RAMADAN | ||||||
| 412 APPLETREE AVE | CAMARILLO | CA | 93012 | Director | 40.00 | $72,624 |
| CAROL STEWART | ||||||
| 5190 ROUND MEADOW RD | HIDDEN HILLS | CA | 91302 | Treasurer | 2.00 | $0 |
| JEANNETTE SMITH | ||||||
| 6971 LOS ANGELES AVE | SOMIS | CA | 93066 | BOARD MEMBER | 2.00 | $0 |
| CAMILLE TREACY | ||||||
| 25275 EL DORADO MEADOW | HIDDEN HILLS | CA | 91302 | Vice President | 2.00 | $0 |
| BONNIE ABEL | ||||||
| 402 WILLOW GLEN CIRCLE | SIMI VALLEY | CA | 93065 | BOARD MEMBER | 2.00 | $0 |
| DENNIS WASHBURN | ||||||
| 22544 CALIPATRIA DR | CALABASAS | CA | 91302 | Secretary | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,349,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $719,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,900,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,968,877 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,968,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,834,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $441,717 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $441,717 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,895 | TotalTaxAmt |
| Distributable Before Adj | $431,822 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $431,822 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $431,822 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $598,938 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $598,938 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $431,822 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $691,804 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $402,856 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $473,417 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $462,607 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $253,521 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,284,205 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $598,938 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $431,822 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $167,116 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,451,321 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $691,804 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,759,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $402,856 | ExcessFromYear4Amt |
| Excess From Year3 | $473,417 | ExcessFromYear3Amt |
| Excess From Year2 | $462,607 | ExcessFromYear2Amt |
| Excess From Year1 | $253,521 | ExcessFromYear1Amt |
| Excess From Current Year | $167,116 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,487 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,454 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $672,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,848 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| GIFT SHOP SALES | $3,159 | ||
| MEMBERSHIP DUES | 25 | $3,326 | |
| PROGRAMS,WEDDING & EVENTS | 6 | $9,186 | |
| TOURS | 6 | $3,711 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $734,991 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,007 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $757,998 | 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 | 11A | LineNumberTxt |
| Relationship Statement | LEONIS ADOBE MUSEUM IS A HISTORICAL MONUMENT AND LIVING HISTORY MUSEUM DEDICATED TO RESTORING, PRESERVING AND SHARING CALIFORNIA RANCH LIFE IN THE LATE 1800'S. AS SUCH, IT IS HISTORICAL CULTURAL MONUMENT #1 FOR THE CITY OF LOS ANGELES AND ON THE NATIONAL REGISTER OF HISTORICAL PLACES.LEONIS ADOBE IS A FREE MUSEUM THAT HOSTS SCHOOL TOURS DAILY FROM 9:00AM TO 11:30AM THROUGHOUT THE SCHOOL YEAR. IN ADDITION, IT IS OPEN TO VISITORS FROM 1:00PM TO 4:00PM FRIDAY AND SUNDAY, AND SATURDAY 10:00AM TO 4:00PM. OVER 12,000 STUDENTS VISIT THE MUSEUM ANNUALLY. A CONSIDERABLE AMOUNT OF THE ASSOCIATION'S RESOURCES ARE DEDICATED TO THE DEVELOPMENT OF DOCENT GUIDED TOURS THAT ARE CONSISTENT WITH THE STATE OF CALIFORNIA CURRICULA GUIDELINES FOR ELEMENTARY GRADES.AS A LIVING HISTORY MUSEUM, THE LEONIS ADOBE BRINGS THE EXPERIENCE OF 1800'S RANCH LIFE ALIVE BY PROVIDING HANDS-ON EXPLORATION OF TIMES PAST THROUGH ITS EXHIBITS. IN THE RICH CULTURAL CONTEXT OF MIGUEL LEONIS, A FRENCH BASQUE AND HIS NATIVE AMER | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SBA - PPP LOAN FORGIVENESS | ||||||
| 1 | 409 3RD STREET SW | WASHINGTON | DC | 20416 | $178,244 | Yes (X) |
| SBA - SVOG GRANT | ||||||
| 2 | 409 3RD STREET SW | WASHINGTON | DC | 20416 | $240,667 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,100 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | RtRt |
|---|---|---|---|---|---|---|---|
| BUILDINGS | 1962-01-01 | $1,570,452 | $1,161,838 | SL | 101.0000 | $15,549 | |
| IMPROVEMENTS | 1962-01-01 | $249,915 | $39,725 | SL | 101.0000 | $2,474 | |
| IMPROVEMENTS | 2012-09-06 | $2,719 | $2,682 | SL | 15.0000 | $37 | |
| IMPROVEMENTS - SEWER LINE | 2015-02-03 | $18,658 | $16,015 | SL | 15.0000 | $1,244 | |
| AIR & HEATING SYSTEM | 2017-06-19 | $8,250 | $1,925 | SL | 15.0000 | $550 | |
| COMPUTER | 2020-02-05 | $947 | $189 | 200DB | $303 | 0.3200 | |
| SECURITY SYSTEM | 2020-01-13 | $3,345 | $478 | 200DB | $819 | 0.2449 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $43,267 | $41,219 | $2,048 | $46,117 |
| Machinery and Equipment | $15,727 | $15,272 | $455 | $12,878 |
| Buildings | $1,570,452 | $1,177,387 | $393,065 | $1,570,452 |
| Improvements | $279,542 | $64,652 | $214,890 | $279,541 |
| Land | $3,057,576 | $3,057,576 | $3,057,576 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CERTIFICATES OF DEPOSIT | $816,127 | $1,260,000 | $1,260,000 |
| DEPOSITS | $900 | $900 | $900 |
| MARKETABLE SECURITIES | $1,396,750 | $1,352,339 | $1,352,339 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADVERTISING | $3,672 | $3,672 | |
| BARNYARD ANIMAL CARE & FEEDING | $33,052 | $33,052 | |
| BOARD MEETINGS AND TRAVEL | $63 | ||
| DOCENT EXPENSES | $1,415 | $1,415 | |
| INSURANCE | $116,987 | $100,490 | $16,497 |
| MERCHANT FEES | $366 | $366 | |
| MUSEUM EXPENSES | $3,754 | $3,754 | |
| OFFICE & ADMINISTRATION | $28,718 | $28,718 | |
| PROFESSIONAL FEES & OUTSIDE SERVICES | $22,802 | $22,802 | |
| REPAIRS & MAINTENANCE OF GROUNDS | $56,701 | $56,701 | |
| SCHOOL TOUR & SUMMER PROGRAM EXPS | $3,477 | $3,477 | |
| SPECIAL EVENT EXPENSES | $792 | $792 | |
| UTILITIES | $36,968 | $36,928 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| GIFT SHOP SALES | $3,159 | $3,159 |
| MEMBERSHIP DUES | $3,326 | $3,326 |
| PROGRAMS,WEDDING & EVENTS | $9,186 | $9,186 |
| TOURS | $3,711 | $3,711 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALES TAX PAYABLE | Desc |
| BOY Book Value | $90 | BOYBookValueAmt |
| EOY Book Value | $652 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY INVESTMENT FEES | CategoryTxt |
| Amt | $10,259 | Amt |
| Net Investment Income | $10,259 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL INCOME TAXES | $8,000 | $8,000 |
| FRANCHISE TAX BOARD | $543 | $543 |
| LICENSES | $414 | $414 |
| PAYROLL TAXES | $22,021 | $22,021 |
| SALES TAXES PAID | $907 | $907 |
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