LEONIS ADOBE ASSOCIATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEONIS ADOBE ASSOCIATION (EIN 95-6133952)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-06
- IRS object ID
- 202043119349100139
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T12:33:15-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK J MIRAGLIA | PreparerPersonNm |
| PTIN | P00877283 | PTIN |
| Phone | 8187849000 | PhoneNum |
| 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 | $8,033,293 | 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 | $14,985 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28,971 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,971 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $28,971 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $45,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,839 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45,839 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $737,305 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $737,305 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $737,305 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $737,305 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $733,378 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $160,683 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $160,683 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $985,436 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $812,115 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $972,798 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $68,486 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $68,486 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $359,302 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $359,302 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $14,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,010 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,010 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $79,086 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,683 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $68,403 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,998 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $312,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,796 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $292,241 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $864,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,489 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $802,532 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $864,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,489 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $802,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $121,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $770,626 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $972,798 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $199,405 | CashBOYAmt |
| Cash EOY | $310,350 | CashEOYAmt |
| Cash EOYFMV | $310,350 | CashEOYFMVAmt |
| Inventories BOY | $36,011 | InventoriesBOYAmt |
| Inventories EOY | $45,569 | InventoriesEOYAmt |
| Inventories EOYFMV | $45,569 | InventoriesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,962,272 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,256,889 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,725,381 | LandBOYAmt |
| Land EOY | $3,705,383 | LandEOYAmt |
| Land EOYFMV | $4,962,272 | LandEOYFMVAmt |
| Other Assets BOY | $2,694,190 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,715,102 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,715,102 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,654,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,776,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,033,293 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,654,987 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,776,404 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,654,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,776,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,654,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,776,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,654,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $121,417 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,776,404 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,776,404 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,699.994 MAINSTAY CUSHING | P | 2019-07-08 | 2019-12-17 | $29,334 | $32,220 | -$2,886 | -$2,886 |
| 3,222.00 ALERIAN MLP ETF | P | 2018-02-15 | 2019-07-08 | $32,252 | $43,712 | -$11,460 | -$11,460 |
| 252 ISHARES INC MSCI JAPAN | P | 2015-10-23 | 2019-08-05 | $13,247 | $12,632 | $615 | $615 |
| 1500 NUVEEN S&P 500 BUY WRITE | P | 2015-08-27 | 2019-08-05 | $18,975 | $16,865 | $2,110 | $2,110 |
| 318.462 PRINCIPAL MIDCAP INSTL | P | 2017-04-27 | 2019-08-05 | $9,216 | $7,937 | $1,279 | $1,279 |
| 100 VANGUARD INDEX FDS S&P 500 | P | 2015-10-23 | 2019-08-05 | $25,915 | $19,005 | $6,910 | $6,910 |
| 95,000 US TSY NOTE | P | 2019-02-04 | 2019-07-01 | $95,000 | $94,570 | $430 | $430 |
| 209,000 US TSY NOTE | P | 2019-07-02 | 2019-12-31 | $208,474 | $208,784 | -$310 | -$310 |
| 100,000 BARCLAYS BANK CD | P | 2014-07-23 | 2019-07-23 | $100,000 | $100,000 | ||
| 100,000 COMENITY BANK CD | P | 2014-10-06 | 2019-10-07 | $100,000 | $100,000 | ||
| 100,000 ST BK OF INDIA CD | P | 2014-10-06 | 2019-10-17 | $100,000 | $100,000 | ||
| Capital Gain Dividends | $965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,347 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,766 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $784,126 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,525,161 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.12017 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $662,038 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,483,173 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.12074 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $800,918 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,476,644 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.17891 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $755,346 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,007,650 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.18848 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $729,197 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,994,328 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.18256 | DistributionYr5Rt |
| Total Distribution | 0.790854 | TotalDistributionRt |
| Average Distribution | 0.158171 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,106,757 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,124,083 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,706 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,131,789 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $802,532 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,413 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,413 | SubtotalAmt |
| Tax Based On Investment Income | $15,413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,651 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,651 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,238 | OverpaymentAmt |
| Applied To ES Tax | $1,238 | 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 (8 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 | $68,486 |
| CAROL STEWART | ||||||
| 5190 ROUND MEADOW RD | HIDDEN HILLS | CA | 91302 | Treasurer | 2.00 | $0 |
| JEANNETTE SMITH | ||||||
| 6971 LOS ANGELES AVE | SOMIS | CA | 93066 | Secretary | 2.00 | $0 |
| CAMILLE STODDARD | ||||||
| 25275 EL DORADO MEADOW | HIDDEN HILLS | CA | 91302 | Vice President | 2.00 | $0 |
| DENNIS WASHBURN | ||||||
| 22544 CALIPATRIA DR | CALABASAS | CA | 91302 | BOARD MEMBER | 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 | $2,703,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,400,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,214,982 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,214,982 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,106,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $355,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $355,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,413 | TotalTaxAmt |
| Distributable Before Adj | $339,925 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $339,925 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $339,925 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $802,532 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $802,532 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $802,532 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $339,925 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $617,128 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $569,017 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $691,804 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $402,856 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $473,417 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,754,222 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $802,532 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $339,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $462,607 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,216,829 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $617,128 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,599,701 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $569,017 | ExcessFromYear4Amt |
| Excess From Year3 | $691,804 | ExcessFromYear3Amt |
| Excess From Year2 | $402,856 | ExcessFromYear2Amt |
| Excess From Year1 | $473,417 | ExcessFromYear1Amt |
| Excess From Current Year | $462,607 | 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 | $28,971 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,839 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $737,305 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,347 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| GIFT SHOP SALES | $10,908 | ||
| MEMBERSHIP DUES | 25 | $9,111 | |
| PROGRAMS,WEDDING & EVENTS | 6 | $14,188 | |
| TOURS | 6 | $126,476 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $961,890 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,561 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $970,451 | 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 |
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 (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BUILDINGS | 1962-01-01 | $1,570,452 | $1,130,740 | SL | 101.0000 | $15,549 |
| IMPROVEMENTS | 1962-01-01 | $249,915 | $34,777 | SL | 101.0000 | $2,474 |
| IMPROVEMENTS | 2012-09-06 | $2,719 | $2,320 | SL | 15.0000 | $181 |
| IMPROVEMENTS - SEWER LINE | 2015-02-03 | $18,658 | $13,527 | SL | 15.0000 | $1,244 |
| AIR & HEATING SYSTEM | 2017-06-19 | $8,250 | $825 | SL | 15.0000 | $550 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $39,922 | $39,922 | $39,922 | |
| Machinery and Equipment | $14,780 | $14,780 | $14,780 | |
| Buildings | $1,570,452 | $1,146,289 | $1,570,452 | $424,163 |
| Improvements | $279,542 | $55,898 | $279,542 | $223,644 |
| 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 | $1,303,939 | $1,344,877 | $1,344,877 |
| DEPOSITS | $900 | $900 | $900 |
| MARKETABLE SECURITIES | $1,387,246 | $1,369,325 | $1,369,325 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADVERTISING | $5,922 | $5,922 | |
| BARNYARD ANIMAL CARE & FEEDING | $30,167 | $30,167 | |
| BOARD MEETINGS AND TRAVEL | $4,245 | $4,245 | |
| CONFERENCES AND TRAINING | $783 | $783 | |
| DOCENT EXPENSES | $5,567 | $5,567 | |
| INSURANCE | $110,616 | $90,820 | $19,796 |
| MERCHANT FEES | $1,256 | $1,256 | |
| MUSEUM EXPENSES | $6,136 | $6,136 | |
| OFFICE & ADMINISTRATION | $31,914 | $31,914 | |
| PROFESSIONAL FEES & OUTSIDE SERVICES | $35,041 | $35,041 | |
| REPAIRS & MAINTENANCE OF GROUNDS | $35,275 | $35,275 | |
| SCHOOL TOUR & SUMMER PROGRAM EXPS | $9,405 | $9,405 | |
| SPECIAL EVENT EXPENSES | $5,191 | $5,191 | |
| UTILITIES | $30,519 | $30,519 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| GIFT SHOP SALES | $10,908 | $10,908 |
| MEMBERSHIP DUES | $9,111 | $9,111 |
| PROGRAMS,WEDDING & EVENTS | $14,188 | $14,188 |
| TOURS | $126,476 | $126,476 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY INVESTMENT FEES | CategoryTxt |
| Amt | $11,010 | Amt |
| Net Investment Income | $11,010 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $16,200 | $16,200 | |
| FOREIGN TAXES ON DIVIDEND INCOME | $12 | $12 | |
| FRANCHISE TAX BOARD | $136 | $136 | |
| LICENSES | $360 | $360 | |
| PAYROLL TAXES | $49,352 | $49,352 | |
| PROPERTY TAXES | $10,671 | $10,671 | |
| SALES TAXES PAID | $2,355 | $2,355 |
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