MASSEN GREENE LAND TRUST FOUNDATION: Form 990PF, tax year 2017
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- Organization
- MASSEN GREENE LAND TRUST FOUNDATION (EIN 45-4445454)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201801349349102890
- Schema version
- 2017v2.2
- 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 Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T13:31:44-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953288054 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT FORD YOUNG & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16140 SAND CANYON AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926183715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454445454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MASSEN GREENE LAND TRUST FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | (C/O FIRST AMERICAN TRUST FSB) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASS | BusinessNameControlTxt |
| Phone | 7142508239 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 267 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY D VINCE | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 7142508239 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN WORKING CPA | PreparerPersonNm |
| PTIN | P00892285 | PTIN |
| Phone | 9499102727 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.147.13.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-09 | IPDt |
| IP Tm | 11:10:28 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DC4219673EFC07D121DC2C6A67A2032C6FF6754B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 50A2FE60002184AB4E4C032D4DB5598B2AAD08A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,583,389 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $74,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,075 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $305,808 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $305,808 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $48,187 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $279,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,572,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $279,752 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,532 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $665,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $659,635 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,616 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,154 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,462 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,539 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,539 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,853 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,853 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $48,360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40,675 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $124,459 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $124,459 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $95,814 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95,814 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $351,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $319,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,854 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $245,442 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,442 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $597,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $319,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270,296 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $340,533 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $353,371 | CashBOYAmt |
| Cash EOY | $250,282 | CashEOYAmt |
| Cash EOYFMV | $250,282 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,340,101 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,443,645 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,527,364 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,274,673 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,388,890 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,382,994 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,362,505 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $864,756 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,541,374 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,497,749 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,422,749 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,509,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,580,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,583,389 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,509,519 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,580,566 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,509,519 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,580,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,509,519 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,580,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,509,519 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,084 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,963 | OtherIncreasesAmt |
| Subtotal | $5,580,566 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,580,566 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIRST AMERICAN TRUST - SEE ATTACHED | P | 2017-12-31 | $1,041,697 | $981,711 | $59,986 | $59,986 |
| FIRST AMERICAN TRUST - SEE ATTACHED | P | 2017-12-31 | $2,528,196 | $2,310,856 | $217,340 | $217,340 |
| CAPITAL GAINS DIVIDENDS | P | $2,426 | $2,426 | $2,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $279,752 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,903 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,988,729 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.006830 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $323,602 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,018,267 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053770 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $292,285 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,997,839 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048732 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $323,455 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,135,618 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052718 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $299,447 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,826,669 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051392 | DistributionYr5Rt |
| Total Distribution | 0.213442 | TotalDistributionRt |
| Average Distribution | 0.042688 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,422,068 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $231,457 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $234,862 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $270,296 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,405 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,405 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $595 | OverpaymentAmt |
| Applied To ES Tax | $595 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST AMERICAN TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7142508239 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 267 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH O SOLOMON | ||||||||
| 24881 ALICIA PKWY STE E-338 | LAGUNA HILLS | CA | 92653 | CO-TRUSTEE | 5.00 | $17,840 | $0 | $0 |
| LARRY VINCE | ||||||||
| 30 CORPORATE PARK STE 309 | IRVINE | CA | 92606 | CO-TRUSTEE | 5.00 | $17,840 | $0 | $0 |
| FIRST AMERICAN TRUST | ||||||||
| PO BOX 267 | SANTA ANA | CA | 92702 | CO-TRUSTEE | 40.00 | $28,936 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,850,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,287,505 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,504,638 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,504,638 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,422,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $271,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $271,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,405 | TotalTaxAmt |
| Distributable Before Adj | $267,698 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $267,698 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $267,698 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $270,296 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $270,296 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,405 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $266,891 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $267,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $245,442 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $270,296 | QualifyingDistributionsAmt |
| Applied To Year1 | $245,442 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $242,844 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSEN GREENE FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 CORPORATE PARK 309 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | POF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $245,442 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $245,442 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,075 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $48,187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $279,752 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERNAL REVENUE SERVICE REFUND | Desc |
| Related Or Exempt Function Incm | $5,532 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $402,014 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,532 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $407,546 | 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 | 11 | LineNumberTxt |
| Relationship Statement | FEDERAL REFUND FROM THE OVERPAYMENT OF 2016 EXCISE TAXES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,853 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,853 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 140 17TH ST | 2008-03-12 | $2,075,000 | $465,532 | SL | 39.000000000000 | $53,205 | $53,205 |
| 154 E. 17TH ST. | 2008-03-12 | $1,200,000 | $269,223 | SL | 39.000000000000 | $30,769 | $30,769 |
| MONUMENT SIGN | 2014-07-31 | $4,016 | $1,329 | 200DB | 7.000000000000 | $194 | $574 |
| LADDER & INSTALL | 2014-08-22 | $1,500 | $496 | 200DB | 7.000000000000 | $73 | $214 |
| PARKING LOT LIGHTS | 2014-02-11 | $1,155 | $381 | 200DB | 7.000000000000 | $56 | $165 |
| PARKING LOT REPAVING AND STRIPING - 154 E. 17TH ST. | 2017-06-21 | $6,163 | 150DB | 15.000000000000 | $3,236 | $205 | |
| PARKING LOT REPAVING AND STRIPING - 140 E. 17TH ST. | 2017-06-02 | $37,598 | 150DB | 15.000000000000 | $19,739 | $1,462 | |
| REAR FENCING DOOR - 140 E. 17TH STREET | 2017-06-15 | $625 | 150DB | 15.000000000000 | $329 | $24 | |
| SKYLIGHT - 140 E. 17TH STREET | 2017-01-11 | $4,552 | SL | 39.000000000000 | $112 | $112 | |
| LANDSCAPING PROJECT DRAWINGS #1 - 140 E. 17TH STREET | 2017-05-16 | $8,500 | 150DB | 15.000000000000 | $4,463 | $331 | |
| LANDSCAPING PROJECT DRAWINGS #2 - 140 E. 17TH STREET | 2017-05-26 | $8,500 | 150DB | 15.000000000000 | $4,463 | $331 | |
| PATIO DEMOLITION AND INSTALLATION - 140 E. 17TH STREET | 2017-08-28 | $6,168 | 150DB | 15.000000000000 | $3,238 | $137 | |
| EAST AND SOUTH PATIOS DEMOLITION AND INSTALLATION - 140 E. 17TH STREET | 2017-09-08 | $8,728 | 150DB | 15.000000000000 | $4,582 | $194 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,388,890 | EOYBookValueAmt |
| EOYFMV | $1,382,994 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $1,088,214 | $1,161,827 |
| INTERNATIONAL STOCKS | $268,827 | $280,068 |
| OTHER ALTERNATIVES | $86,604 | $85,469 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 140 17TH ST | $2,075,000 | $518,737 | $1,556,263 |
| 154 E. 17TH ST. | $1,200,000 | $299,992 | $900,008 |
| MONUMENT SIGN | $4,016 | $3,531 | $485 |
| LADDER & INSTALL | $1,500 | $1,319 | $181 |
| PARKING LOT LIGHTS | $1,155 | $1,015 | $140 |
| PARKING LOT REPAVING AND STRIPING - 154 E. 17TH ST. | $6,163 | $3,236 | $2,927 |
| PARKING LOT REPAVING AND STRIPING - 140 E. 17TH ST. | $37,598 | $19,739 | $17,859 |
| REAR FENCING DOOR - 140 E. 17TH STREET | $625 | $329 | $296 |
| SKYLIGHT - 140 E. 17TH STREET | $4,552 | $112 | $4,440 |
| LANDSCAPING PROJECT DRAWINGS #1 - 140 E. 17TH STREET | $8,500 | $4,463 | $4,037 |
| LANDSCAPING PROJECT DRAWINGS #2 - 140 E. 17TH STREET | $8,500 | $4,463 | $4,037 |
| PATIO DEMOLITION AND INSTALLATION - 140 E. 17TH STREET | $6,168 | $3,238 | $2,930 |
| EAST AND SOUTH PATIOS DEMOLITION AND INSTALLATION - 140 E. 17TH STREET | $8,728 | $4,582 | $4,146 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,539 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,539 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| APPRAISALS AND VALUATIONS | $3,000 | $3,000 | $0 |
| INSURANCE | $16,429 | $16,429 | $0 |
| UTILITIES | $1,787 | $1,787 | $0 |
| REPAIRS & MAINTENANCE | $18,146 | $18,146 | $0 |
| LANDSCAPE | $7,570 | $7,570 | $0 |
| MANAGEMENT FEES | $44,108 | $44,108 | $0 |
| PROFESSIONAL FEES | $4,774 | $4,774 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERNAL REVENUE SERVICE REFUND | Desc |
| Revenue And Expenses Per Books | $5,532 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,532 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT TIMING DIFFERENCE | Desc |
| Amt | $2,963 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $327 | $327 | $0 |
| FEDERAL EXCISE TAX | $7,600 | $0 | $0 |
| STATE FILING TAX - CALIFORNIA | $10 | $0 | $0 |
| RRF-1 FILING FEES - CALIFORNIA | $75 | $0 | $0 |
| PROPERTY TAXES | $40,348 | $40,348 | $0 |
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