FRANK R HOWARD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRANK R HOWARD FOUNDATION (EIN 94-1196197)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202543109349100919
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T11:05:44-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18500 VON KARMAN AVE 10TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941196197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK R HOWARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 7074592777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE MARCELA DRIVE SUITE A | AddressLine1Txt |
| City | WILLITS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95490 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARNIE MELLO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7074592777 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2025-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,367,308 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $29,879 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $158,564 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $158,564 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $204,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,816 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $686,343 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $686,343 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $686,343 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $461,624 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $406,624 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $55,000 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,541,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,456,347 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $55,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $117,955 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,489 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $88,466 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $271,760 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,253 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $239,515 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $71,715 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,992 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $69,723 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $791 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $198 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $593 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,927 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,783 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $468 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,403 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $127,980 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $115,449 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $11,895 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,422 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,798 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $198 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,426 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $186,941 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $186,941 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $7,210 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,802 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,408 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110,634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,173 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $52,549 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,049 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $926,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $371,237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $55,000 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $469,261 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $571,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $571,353 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,498,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $371,237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $55,000 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,040,614 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,884 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,085,110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,539,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,300,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,300,961 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $406,982 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,384,369 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $406,982 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $406,982 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $14,429 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,659 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,659 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $2,660,639 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,195,318 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,195,318 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,769,627 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,763,350 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,186,209 | LandBOYAmt |
| Land EOY | $7,006,277 | LandEOYAmt |
| Land EOYFMV | $5,325,084 | LandEOYFMVAmt |
| Other Assets BOY | $131,010 | OtherAssetsBOYAmt |
| Other Assets EOY | $123,304 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $123,304 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,916,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,048,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,367,308 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $40,552 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $41,973 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $57,195 | DeferredRevenueBOYAmt |
| Mortgages And Notes Payable BOY | $4,289,783 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $4,105,084 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $4,387,530 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,147,057 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,485,406 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,858,152 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $43,292 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $43,292 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,528,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,901,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,916,228 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,048,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,528,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,884 | ExcessRevenueOverExpensesAmt |
| Other Increases | $329,862 | OtherIncreasesAmt |
| Subtotal | $13,901,444 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,901,444 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,083 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,083 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,083 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,123 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,123 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,040 | OverpaymentAmt |
| Applied To ES Tax | $11,040 | 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 | Yes (1) | 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 | WWW.HOWARDFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ARNIE MELLO | IndividualWithBooksNm |
| Phone | 7074592777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE MARCELA DRIVE SUITE A | AddressLine1Txt |
| City | WILLITS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95490 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| ARNIE MELLO | ||||||||
| THREE MARCELA DR STE A | WILLITS | CA | 95490 | EXECUTIVE DIRECTOR/TREASURER/SECRETARY | 40.00 | $117,955 | $0 | $0 |
| MARGIE HANDLEY | ||||||||
| THREE MARCELA DR STE A | WILLITS | CA | 95490 | PRESIDENT (UNTIL 9/24) | 16.00 | $0 | $0 | $0 |
| RICHARD WILLOUGHBY | ||||||||
| THREE MARCELA DR STE A | WILLITS | CA | 95490 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TEDD DAWSON MD | ||||||||
| THREE MARCELA DR STE A | WILLITS | CA | 95490 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TONY MADRIGAL | ||||||||
| THREE MARCELA DR STE A | WILLITS | CA | 95490 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TERRY HANSEN | ||||||||
| THREE MARCELA DR STE A | WILLITS | CA | 95490 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| COLONEL MIKE HOWARD | ||||||||
| THREE MARCELA DR STE A | WILLITS | CA | 95490 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| WILLIAM BOWEN MD | ||||||||
| THREE MARCELA DR STE A | WILLITS | CA | 95490 | VICE PRESIDENT (UNTIL 9/24)/PRESIDENT | 2.00 | $0 | $0 | $0 |
| TOM HERMAN | ||||||||
| THREE MARCELA DR STE A | WILLITS | CA | 95490 | VICE PRESIDENT (STARTED 9/24) | 2.00 | $0 | $0 | $0 |
| CHRISTI LOVELL | ||||||||
| THREE MARCELA DR STE A | WILLITS | CA | 95490 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELLISA G BOULEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE MARCELA DR STE A | AddressLine1Txt |
| City | WILLITS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95490 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 39.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $69,182 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMONWEALTH GARDEN IS A PROGRAM OF THE FRANK R HOWARD FOUNDATION THAT PROVIDES FRESH, ORGANIC PRODUCE PRIMARILY FOR THE PATIENTS AND EMPLOYEES OF HOWARD MEMORIAL HOSPITAL. | Description1Txt |
| Expenses1 | $39,714 | Expenses1Amt |
| Description2 | AVENUES TO WELLNESS IS A PROGRAM OF THE FRANK R HOWARD FOUNDATION, WHICH PROVIDES HEALTH AND WELLNESS EDUCATION TO THE PUBLIC, FREE OF CHARGE. | Description2Txt |
| Expenses2 | $11,739 | Expenses2Amt |
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 | $2,968,059 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,844,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,908,650 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,721,004 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $3,703,135 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,017,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,268 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,807,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $690,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $690,380 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,083 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,083 | TotalTaxAmt |
| Distributable Before Adj | $675,297 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $675,297 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $675,297 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,040,614 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,040,614 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $675,297 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,333,308 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,333,308 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,040,614 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $675,297 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $365,317 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,698,625 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,698,625 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,333,308 | ExcessFromYear1Amt |
| Excess From Current Year | $365,317 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVENTIST HEALTH HOWARD MEMORIAL (HMH) | |||||||
| ONE MARCELA DRIVE | WILLITS | CA | 95490 | N/A | PC | HEALTHCARE EQUIPMENT AND SOFTWARE | $514,640 |
| CITY OF WILLITS | |||||||
| 111 E COMMERCIAL STREET | WILLITS | CA | 95490 | N/A | GOV | HAEHL CREEK TRAIL | $14,002 |
| HOWARD COMMUNITY HEALTHCARE FOUNDATION | |||||||
| THREE MARCELA DRIVE SUITE A | WILLITS | CA | 95490 | N/A | PC | HCHF SUPPORT | $31,099 |
| HOWARD HOSPITAL INC | |||||||
| THREE MARCELA DRIVE SUITE A | WILLITS | CA | 95490 | N/A | PC | HHI SUPPORT | $905 |
| REDWOOD LIONS MEMORIAL FOUNDATION | |||||||
| PO BOX 502 | SANTA ROSA | CA | 95402 | N/A | PC | LITTLE LAKE BLUES AND BREW SPONSORSHIP | $500 |
| SEABISCUIT THERAPEUTIC RIDING CENTER | |||||||
| PO BOX 405 | REDWOOD VALLEY | CA | 95470 | N/A | PC | CLAWS FOR A CAUSE | $600 |
| WILLITS CENTER FOR THE ARTS | |||||||
| 71 E COMMERCIAL ST | WILLITS | CA | 94590 | N/A | PC | COMMERCIAL STAIRLIFT | $2,500 |
| WILLITS KIDS CLUB INC | |||||||
| PO BOX 1845 | WILLITS | CA | 95490 | N/A | PC | GENERAL SUPPORT | $300 |
| WILLITS SENIOR CENTER | |||||||
| 1501 BAECHTEL ROAD | WILLITS | CA | 95490 | N/A | PC | OJC MEDICAL EQUIPMENT LOAN PROGRAM, SHOWER CHAIRS, AND MISCELLANEOUS EQUIPMENT | $3,807 |
| WILLITS SOBER GRAD | |||||||
| PO BOX 2277 | CASPAR | CA | 95490 | N/A | PC | WILLITS SOBER GRAD 2024 | $500 |
| WILLITS YOUTH FOOTBALL ASSOCIATION | |||||||
| PO BOX 1535 | WILLITS | CA | 95490 | N/A | PC | FUNDING FOR SAFETY HELMETS AND EQUIPMENT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $571,353 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMONWEALTH GARDEN | Desc |
| Related Or Exempt Function Incm | $55,000 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,564 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204,816 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $386,343 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $300,000 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $406,624 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,456,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $55,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,511,347 | 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 | 1A | LineNumberTxt |
| Relationship Statement | SUSTAINABLE GARDEN THAT WILL PROVIDE ORGANIC FOOD AND PLACE FOR REJUVENATION, WHILE PROMOTING EDUCATIONAL OUTREACH AND COMMUNITY HEALTH AWARENESS WITHIN A HOSPITAL SETTING. | 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 | $19,710 | Amt |
| Net Investment Income | $4,927 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,783 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt | RtRt |
|---|---|---|---|---|---|---|---|---|---|
| HUMMEL LAND | 2006-02-26 | $120,000 | L | $0 | $0 | $0 | |||
| COMMONWEALTH GARDEN LAND | 2014-04-01 | $155,511 | L | $0 | $0 | $0 | |||
| COMMONWEALTH GARDEN LI | 2014-04-01 | $121,143 | SL | $8,076 | $0 | $8,076 | $74,703 | 15.000000000000 | |
| CW GARDEN WELL | 2015-10-26 | $7,701 | SL | $513 | $0 | $513 | $3,764 | 15.000000000000 | |
| PARCEL 3 - MOB (2.89 AC) | 2003-03-26 | $83,692 | L | $0 | $0 | $0 | |||
| PARCEL 1 - AUD/DORM (8.04 AC) | 2003-03-26 | $232,831 | L | $0 | $0 | $0 | |||
| PARCEL 4 - H&W (3.08 AC) | 2003-03-26 | $89,194 | L | $0 | $0 | $0 | |||
| PARCEL 2 - HMH (7.10 AC) | 2003-03-26 | $205,610 | L | $0 | $0 | $0 | |||
| PARCEL 4 - H&W FEASIBILITY STUDY | 2010-11-05 | $10,150 | L | $0 | $0 | $0 | |||
| PARCEL 2 - HMH LAND IMPROVEMENTS | 2010-12-31 | $764,857 | L | $0 | $0 | $0 | |||
| PARCEL 2 - HMH RAILROAD CROSSING | 2013-02-05 | $12,330 | L | $0 | $0 | $0 | |||
| HMH SEABISCUIT STATUE | 2017-03-14 | $146,000 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| COMMONWEALTH GARDEN LI-20X30 METAL BLDG | 2018-09-06 | $5,026 | SL | $251 | $0 | $251 | $1,339 | 20.000000000000 | |
| CW GARDEN ADA COMPLIANT WALKWAY | 2018-03-21 | $3,200 | SL | $213 | $0 | $213 | $1,226 | 15.000000000000 | |
| CW GARDEN ADA COMPLIANT WALKWAY | 2018-06-01 | $3,000 | SL | $200 | $0 | $200 | $1,117 | 15.000000000000 | |
| HUMMEL BUILDING | 2006-02-26 | $178,000 | SL | $7,120 | $0 | $7,120 | $131,720 | 25.000000000000 | |
| NEW HOSPITAL MOB | 2016-05-31 | $6,349,091 | SL | $158,727 | $0 | $158,727 | $1,269,970 | 40.000000000000 | |
| ROUND TREE GLASS - FOR DESKS | 2005-10-31 | $353 | SL | $0 | $0 | $0 | $353 | 5.000000000000 | |
| MENDO LAKE OFFICE - DESKS & FILE CABINETS | 2005-11-07 | $2,646 | SL | $0 | $0 | $0 | $2,646 | 5.000000000000 | |
| SOLAR PANEL | 2008-04-22 | $3,937 | SL | $197 | $0 | $197 | $3,084 | 20.000000000000 | |
| DELL COMPUTER | 2015-10-30 | $1,641 | SL | $0 | $0 | $0 | $1,641 | 5.000000000000 | |
| DELL COMPUTER XPS | 2015-12-02 | $3,332 | SL | $0 | $0 | $0 | $3,332 | 5.000000000000 | |
| LAPTOP | 2016-03-21 | $2,198 | SL | $0 | $0 | $0 | $2,198 | 5.000000000000 | |
| DODGE TRUCK FOR GARDEN | 2015-10-01 | $3,950 | SL | $0 | $0 | $0 | $3,950 | 5.000000000000 | |
| 99 GMC 150C | 2017-12-31 | $2,500 | SL | $0 | $0 | $0 | $2,500 | 5.000000000000 | |
| 18 KUBOTA TRACTOR | 2018-02-21 | $32,294 | SL | $0 | $0 | $0 | $32,294 | 5.000000000000 | |
| HONDA 3000 GENERATOR | 2019-06-28 | $2,167 | SL | $219 | $0 | $219 | $1,948 | 5.000000000000 | |
| HUMMEL BUILDING REMODEL | 2020-06-30 | $217,517 | SL | $10,876 | $0 | $10,876 | $37,160 | 20.000000000000 | |
| HP Z2 COMPUTER | 2021-05-06 | $2,744 | SL | $549 | $0 | $549 | $1,464 | 5.000000000000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL APPREC FUND CLASS A | FMV | $617,355 | $617,355 |
| GLOBAL FUND CLASS A | FMV | $728,371 | $728,371 |
| MAIN STREET FUND CLASS A | FMV | $636,822 | $636,822 |
| MAIN ST OPTY FUND CLASS A | FMV | $602,676 | $602,676 |
| GLOBAL ALLOCATION FUND CLASS A | FMV | $248,198 | $248,198 |
| GLOBAL STRAT INC FUND CLASS A | FMV | $361,896 | $361,896 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDINGS | $6,744,608 | $1,615,573 | $5,129,035 | $5,129,035 |
| LAND | $1,674,175 | $0 | $1,674,175 | $1,674,175 |
| MACHINERY & OTHER EQUIPMENT | $16,851 | $15,464 | $1,387 | $1,387 |
| TRANSPORTATION EQUIPMENT | $40,911 | $40,911 | $0 | |
| OTHER | $286,070 | $91,402 | $194,668 | $194,662 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $791 | LegalFeesAmt |
| Net Investment Income | $198 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $593 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET DEBT ISSUANCE COSTS | Desc |
| BOY Book Value | $131,010 | BOYBookValueAmt |
| EOY Book Value | $123,304 | EOYBookValueAmt |
| EOYFMV | $123,304 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING & PROMOTION | $721 | $0 | $721 | $0 |
| NEWSLETTER EXPENSES | $1,719 | $0 | $1,719 | $0 |
| ATW EXPENSES | $10,395 | $0 | $10,395 | $0 |
| BANK FEE | $405 | $405 | $0 | $0 |
| BOARD EXPENSES | $1,949 | $487 | $0 | $1,462 |
| COMMONWEALTH GARDEN EXPENSES | $39,714 | $0 | $39,714 | $0 |
| DUES & SUBSCRIPTIONS | $352 | $88 | $0 | $264 |
| EQUIPMENT LEASE | $1,644 | $411 | $0 | $1,233 |
| FEES | $250 | $62 | $0 | $188 |
| HOSPITAL BUILDING EXPENSES | $6,540 | $6,540 | $0 | $0 |
| HUMMEL ESTATE EXPENSES | $1,343 | $0 | $0 | $790 |
| INSURANCE | $18,515 | $4,629 | $0 | $13,576 |
| MISCELLANEOUS EXPENSE | $950 | $237 | $0 | $713 |
| OFFICE SUPPLIES | $8,568 | $2,142 | $0 | $6,426 |
| FURNITURE & EQUIPMENT | $6,195 | $1,549 | $0 | $4,646 |
| OUTSIDE SERVICES | $3,380 | $845 | $0 | $2,535 |
| POSTAGE & DELIVERY | $288 | $72 | $0 | $216 |
| AMORTIZATION | $7,706 | $7,706 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $406,624 | $406,624 | $0 |
| COMMONWEALTH GARDEN | $55,000 | $55,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $329,862 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,871 | Amt |
| Net Investment Income | $468 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,403 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAX | CategoryTxt |
| Amt | $10,422 | Amt |
| Net Investment Income | $4,798 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $198 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,426 | DisbursementsCharitablePrpsAmt |
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