ROBERT GUMBINER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT GUMBINER FOUNDATION (EIN 95-4167110)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349103300
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- 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 | 2020-11-16T11:43:04-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E PICKETT JEP | PreparerPersonNm |
| PTIN | P00293441 | PTIN |
| Phone | 7143610171 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.200.43.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 11:43:04 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 34CF7F389F84536AF6AC12F8A0AA29DBB695096B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EAA1D21A89413D4098038002B259DDDACEAC9656 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,930,952 | 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 | $1,978 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $54,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,203 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $870,209 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $870,209 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $241,305 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $41 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $634,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $2,790 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $1,362 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $1,428 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $1,428 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $15,337 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,011 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $11,326 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $943,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $928,464 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,754 | 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 | $73,715 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $8,395 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $65,320 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,677 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $568 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $1,656 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,453 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,331 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,331 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,383 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,446 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,938 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,425 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,425 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $128,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $120,878 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,986 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $310,457 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $183,026 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $15,108 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $1,721 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,387 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $282,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $264,622 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $982 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,976 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,010,540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $693,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,754 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $173,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $266,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $266,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,276,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $693,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,754 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $440,041 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$332,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $516,849 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $773,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $773,000 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $43,070 | AcctRcvblAmt |
| Acct Rcvbl BOY | $6,154 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $43,070 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $43,070 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $179,910 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $220,535 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $179,910 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $179,910 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $11,195 | InventoriesBOYAmt |
| Inventories EOY | $10,139 | InventoriesEOYAmt |
| Inventories EOYFMV | $10,139 | InventoriesEOYFMVAmt |
| US Government Obligations BOY | $1,244,710 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $926,956 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $934,760 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $849,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $849,128 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,191,212 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $311,801 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $299,040 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $302,480 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $9,008,421 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,590,268 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $6,608,631 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $6,418,153 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $9,123,871 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,879,384 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,438,371 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,542,125 | LandBOYAmt |
| Land EOY | $3,441,013 | LandEOYAmt |
| Land EOYFMV | $5,879,384 | 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 | $14,804,257 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,433,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,930,952 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $41,182 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $36,690 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $38,430 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $77,872 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,430 | 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 | $13,327,779 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,996,499 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,726,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,395,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,804,257 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,433,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,726,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$332,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,714 | OtherIncreasesAmt |
| Subtotal | $14,395,105 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,395,105 | 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 | $634,595 | GrossSalesPriceAmt |
| Cost Or Other Basis | $634,554 | CostOrOtherBasisAmt |
| Gain Or Loss | $41 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $41 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $41 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $649,948 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,972,977 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054285 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $647,490 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,040,418 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053776 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $649,806 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,154,407 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053463 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $626,386 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,141,607 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051590 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $657,324 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,372,589 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053127 | DistributionYr5Rt |
| Total Distribution | 0.266241 | TotalDistributionRt |
| Average Distribution | 0.053248 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,976,352 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $637,717 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,350 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $640,067 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $440,041 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,700 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,700 | SubtotalAmt |
| Tax Based On Investment Income | $4,700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,848 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,448 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,748 | OverpaymentAmt |
| Applied To ES Tax | $1,748 | 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 | $1,137 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANAGEMENT ACTIVITIES INC | BusinessNameLine1Txt |
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) |
|---|---|---|
| Service Type | PORTFILIO MGMT | ServiceTypeTxt |
| Compensation | $106,248 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PACIFIC ISLAND ETHNIC ART MUSEUM | Description1Txt |
| Expenses1 | $111,981 | 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 | $2,545,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $605,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,008,421 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,158,733 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,158,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,976,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $598,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $598,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,700 | TotalTaxAmt |
| Distributable Before Adj | $594,118 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $594,118 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $594,118 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $440,041 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $440,041 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $440,041 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $594,118 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $46,227 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,847 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,067 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,180 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $235,316 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $440,041 | QualifyingDistributionsAmt |
| Applied To Current Year | $440,041 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $154,077 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $154,077 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $81,239 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $81,239 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $24,244 | ExcessFromYear2Amt |
| Excess From Year1 | $56,995 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| MUSEUM OF LATIN AMERICAN | |||||||||
| ART | 638 ALAMITOS AVENUE | LONG BEACH | CA | 90802 | N/A | PC | PROMOTION OF VISUAL ARTS & CULTURE | $262,500 | |
| ATLAMED | |||||||||
| 2040 CAMFIELD AVENUE | LOS ANGELES | CA | 90040 | N/A | PC | UNRESTRICTED SUPPORT | $2,650 | ||
| KIWANIS CLUB | |||||||||
| 4500 E PACIFIC COAST HWY | LONG BEACH | CA | 90804 | N/A | PC | UNRESTRICTED SUPPORT | $1,000 | SUITE 300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $266,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PIEAM | Desc |
| Related Or Exempt Function Incm | $11,326 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,703 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $241,305 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $4,011 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,428 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $300,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,754 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $312,814 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $49,875 | $24,938 | $24,938 |
| 278 ALAMITOS - ARTIST LOFTS | $47 | $47 | |
| 900-918 E 4TH ST | $106 | $106 | |
| 500 ALAMITOS-TALBERT | $2,618 | $2,618 | |
| 1066 E 7TH STREET | $862 | $862 | |
| 1052 E 7TH STREET | $610 | $610 | |
| 1046 E 7TH STREET | $265 | $265 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (68 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 | $44,611 | S/L | 27.5000 | $2,124 | $2,124 | |
| TRIANGLE IMPROVEMENTS | 1999-07-01 | $3,855 | $2,719 | 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 | $53,331 | S/L | 39.0000 | $5,079 | $5,079 | |
| 695 ALAMITOS IMPROVEMENTS | 2009-07-01 | $614,695 | $149,733 | S/L | 39.0000 | $15,761 | $15,761 | |
| TRIANGLE BUILDING | 1994-12-29 | $225,000 | $200,457 | S/L | 27.5000 | $8,182 | $8,182 | |
| TRIANGLE PARK-LAND | 1994-12-29 | $218,000 | ||||||
| 902 ALAMITOS-IMPROVEMENTS | 2010-06-30 | $97,428 | $21,234 | S/L | 39.0000 | $2,498 | $2,498 | |
| 278 ALAMITOS-BLDG | 1997-07-01 | $294,711 | $162,467 | S/L | 39.0000 | $7,557 | $7,557 | |
| 278 ALAMITOS-LAND | 1997-07-01 | $265,628 | ||||||
| CAPITAL IMPROVEMENTS | 1998-07-01 | $2,417 | $1,613 | S/L | 39.0000 | $62 | $62 | |
| CAPITAL IMPROVEMENTS | 1999-07-14 | $21,343 | $12,995 | S/L | 39.0000 | $548 | $548 | |
| CAPITAL IMPROVEMENTS | 2000-07-01 | $117,206 | $65,403 | S/L | 39.0000 | $3,005 | $3,005 | |
| CAPITAL IMPROVEMENTS | 2001-07-01 | $1,716,329 | $770,142 | S/L | 39.0000 | $44,008 | $44,008 | |
| CAPITAL IMPROVEMENTS | 2002-07-01 | $82,726 | $34,999 | S/L | 39.0000 | $2,121 | $2,121 | |
| BLDGS | 2009-04-30 | $333,871 | $82,754 | S/L | 39.0000 | $8,561 | $8,561 | |
| LAND | 2009-04-30 | $175,000 | ||||||
| 500 ALAMITOS-BLDG | 2009-04-30 | $2,200,000 | $545,299 | S/L | 39.0000 | $56,410 | $56,410 | |
| 500 ALAMITOS-LAND | 2009-04-30 | $550,000 | ||||||
| CAPITAL IMPROVEMENTS | 2011-06-30 | $16,343 | $3,143 | S/L | 39.0000 | $419 | $419 | |
| CAPITAL IMPROVEMENTS | 2013-09-16 | $2,935 | $398 | S/L | 39.0000 | $76 | $76 | |
| CAPITAL IMPROVEMENTS | 2014-10-23 | $11,219 | $1,199 | S/L | 39.0000 | $287 | $287 | |
| 1066 E. 7TH ST-BLDG | 2009-04-05 | $581,579 | $206,196 | 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 | $111,313 | 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 | $72,061 | S/L | 27.5000 | $7,454 | $7,454 | |
| 1046 E 7TH ST-LAND | 2009-04-30 | $205,000 | ||||||
| BUILDING | 2009-01-20 | $546,000 | $197,718 | S/L | 27.5000 | $19,854 | $19,854 | |
| LAND | 2009-01-01 | $234,000 | ||||||
| BALBOA REMODEL | 1999-07-01 | $8,500 | $5,996 | S/L | 27.5000 | $309 | ||
| CAPITAL IMPROVEMENTS | 1995-07-01 | $74,454 | $44,863 | S/L | 39.0000 | $1,909 | ||
| HIPPODROME IMPROVEMENTS | 1996-07-01 | $314,389 | $181,377 | S/L | 39.0000 | $8,061 | ||
| 292 ALAMITOS IMPROVEMENTS | 1997-07-01 | $45,700 | $45,700 | S/L | 7.0000 | |||
| 1043 E 6TH ST | 1997-07-01 | $276,181 | $152,254 | S/L | 39.0000 | $7,081 | ||
| 628 ALAMITOS AVE | 1997-07-01 | $168,719 | $93,010 | S/L | 39.0000 | $4,326 | ||
| CAPITAL IMPROVEMENTS | 1998-07-01 | $33,120 | $25,294 | S/L | 27.5000 | $1,204 | ||
| BALBOA CAP IMPROVEMENTS | 1998-07-01 | $6,385 | $4,875 | S/L | 27.5000 | $232 | ||
| CAPITAL IMPROVEMENTS | 1999-07-01 | $20,547 | $14,493 | S/L | 27.5000 | $747 | ||
| CAPITAL IMPROVENTS | 2000-07-01 | $2,350 | $1,538 | S/L | 27.5000 | $86 | ||
| CAPITAL IMPROVEMENTS | 2001-07-01 | $1,490 | $669 | S/L | 39.0000 | $38 | ||
| CAPITAL IMPROVEMENTS | 2003-01-01 | $2,547 | $1,041 | S/L | 39.0000 | $65 | ||
| CAPITAL IMPROVEMENTS | 2004-01-01 | $1,593 | $612 | S/L | 39.0000 | $40 | ||
| CAPITAL IMPROVEMENTS | 2006-12-31 | $378,095 | $116,742 | S/L | 39.0000 | $9,695 | ||
| 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 | |||
| MURAL | 1995-07-01 | $18,858 | $18,858 | S/L | 7.0000 | |||
| OFFICE EQUIPMENT | 2004-01-01 | $211 | $211 | S/L | 5.0000 | |||
| HIPPODROME BLDG | 1995-12-15 | $936,000 | $553,996 | S/L | 39.0000 | $24,000 | ||
| HIPPODROME LAND | 1995-12-15 | $264,000 | ||||||
| 6TH STREET BLDG | 1995-05-26 | $300,000 | $182,048 | S/L | 39.0000 | $7,692 | ||
| 6TH STREET - LAND | 1995-05-26 | $475,000 | ||||||
| 1033 6TH ST - BLDG | 1998-02-24 | $180,977 | $138,197 | S/L | 27.5000 | $6,581 | ||
| 1033 6TH ST - LAND | 1998-02-24 | $60,326 | ||||||
| 1011 6TH ST - BLDG | 1998-03-10 | $168,856 | $128,943 | S/L | 27.5000 | $6,140 | ||
| 1011 6TH ST - LAND | 1998-03-10 | $56,285 | ||||||
| 1021 6TH ST - BLDG | 1998-03-30 | $117,934 | $90,059 | S/L | 27.5000 | $4,289 | ||
| 1031 6TH ST - LAND | 1998-03-03 | $39,311 | ||||||
| 1029 E. 6TH ST - BLDG | 1998-04-21 | $58,031 | $44,313 | S/L | 27.5000 | $2,110 | ||
| 1029 E. 6TH ST - LAND | 1998-04-21 | $19,344 | ||||||
| 910 6TH ST - LAND | 1998-10-22 | $10,000 | ||||||
| 920 E. 3RD ST - BLDG | 1999-07-01 | $216,280 | $107,911 | S/L | 39.0000 | $5,546 | ||
| 1038 7TH ST - BLDG | 2000-07-01 | $122,220 | $56,411 | S/L | 39.0000 | $3,133 | ||
| 1038 7TH ST - LAND | 2000-07-01 | $38,596 | ||||||
| VAN | 1995-07-01 | $2,914 | $2,914 | S/L | 5.0000 | |||
| 695 ALAMITOS-NEW ROOF | 2019-04-04 | $18,867 | S/L | 39.0000 | $363 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $299,040 | EOYBookValueAmt |
| EOYFMV | $302,480 | 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 | $1,191,212 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $926,956 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $934,760 | 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 | $9,008,421 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,590,268 | AccumulatedDepreciationAmt |
| Book Value | $6,418,153 | BookValueAmt |
| EOYFMV | $9,123,871 | 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) | $2,842,140 | $2,438,371 | $403,769 | $2,842,140 |
| $3,037,244 | $3,037,244 | $3,037,244 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,331 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,331 | DisbursementsCharitablePrpsAmt |
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 (46 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PIEAM | ||||
| WORKERS COMPENSATION INS | $109 | $109 | ||
| BUSINESS LICENSE FEES | $9 | $9 | ||
| BANK CHARGES | $69 | $69 | ||
| TELEPHONE | $194 | $194 | ||
| OFFICE SUPPLIES | $6 | $6 | ||
| EXHIBIT COSTS | $470 | $470 | ||
| MISC. PROGRAM EXPENSE | $125 | $125 | ||
| 278 ALAMITOS - ARTIST LOFTS | ||||
| INSURANCE | $5,521 | $5,521 | ||
| REPAIRS | $44,773 | $44,773 | ||
| UTILITIES | $14,313 | $14,313 | ||
| 900-918 E 4TH ST | ||||
| INSURANCE | $772 | $772 | ||
| REPAIRS | ||||
| 500 ALAMITOS-TALBERT | ||||
| INSURANCE | $4,556 | $4,556 | ||
| REPAIRS | $13,234 | $13,234 | ||
| UTILITIES | $18,377 | $18,377 | ||
| 1066 E 7TH STREET | ||||
| INSURANCE | $294 | $294 | ||
| REPAIRS | $75,641 | $75,641 | ||
| UTILITIES | $16,396 | $16,396 | ||
| 1052 E 7TH STREET | ||||
| INSURANCE | $2,320 | $2,320 | ||
| REPAIRS | $9,854 | $9,854 | ||
| UTILITIES | $705 | $705 | ||
| 1046 E 7TH STREET | ||||
| INSURANCE | $128 | $128 | ||
| REPAIRS | $10,642 | $10,642 | ||
| UTILITIES | $10,402 | $10,402 | ||
| 1010 7TH STREET | ||||
| INSURANCE | $2,504 | $2,504 | ||
| REPAIRS | $25,563 | $25,563 | ||
| UTILITIES | $7,632 | $7,632 | ||
| EXPENSES | ||||
| WORKERS COMPENSATION | $2,293 | $2,293 | ||
| BUSINESS LICENSE FEES | $297 | $297 | ||
| BANK CHARGES | $995 | $995 | ||
| TELEPHONE | $1,513 | $1,513 | ||
| OFFICE SUPPLIES | $3,735 | $3,735 | ||
| INSURANCE | $4,489 | $4,489 | ||
| MISCELLANEOUS | $20 | $20 | ||
| EXHIBIT COSTS | $3,659 | $3,659 | ||
| PROGRAM EXPENSES | $970 | $970 | ||
| ADVERTISING |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL RIGHTS | $4,011 | $4,011 | |
| PIEAM | $11,326 | $11,326 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPA | Desc |
| Amt | $1,714 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SALES TAX DEPOSIT | $165 | $286 |
| TENANT DEPOSITS | $36,525 | $36,525 |
| OTHER | $1,619 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MUSEUM OF LATIN AMERICAN ART MOLAA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $1,325,129 | LoanOriginalAmt |
| Balance Due | $179,910 | BalanceDueAmt |
| Note | 2007-12 | NoteDt |
| Repayment Terms | ON DEMAND | RepaymentTermsTxt |
| Interest | 0.0000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | CONSTRUCTION LOAN | LoanPurposeTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $7,560 | $7,560 |
| 278 ALAMITOS - ARTIST LOFTS | $21,441 | $21,441 |
| 500 ALAMITOS-TALBERT | $9,425 | $9,425 |
| 1066 E 7TH STREET | $9,369 | $9,369 |
| 1052 E 7TH STREET | $2,933 | $2,933 |
| 1046 E 7TH STREET | $4,264 | $4,264 |
| 1010 7TH STREET | $9,433 | $9,433 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PIEAM GIFT SHOP | CategoryTxt |
| Gross Sales | $2,790 | GrossSalesAmt |
| Cost Of Goods Sold | $1,362 | CostOfGoodsSoldAmt |
| Net | $1,428 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,986 | $4,986 | |
| FEDERAL EXCISE TAX | $3,000 | ||
| 278 ALAMITOS - ARTIST LOFTS | $13,202 | $13,202 | |
| 900-918 E 4TH ST | $9,209 | $9,209 | |
| 500 ALAMITOS-TALBERT | $53,088 | $53,088 | |
| 1066 E 7TH STREET | $17,271 | $17,271 | |
| 1052 E 7TH STREET | $7,249 | $7,249 | |
| 1046 E 7TH STREET | $8,346 | $8,346 | |
| 1010 7TH STREET | $12,513 | $12,513 |
Comments