ROBERT GUMBINER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT GUMBINER FOUNDATION (EIN 95-4167110)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-15
- IRS object ID
- 201532889349100313
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-15T12:27:01-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473585867 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROVIDENT FINANCIAL CONSULTING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20201 SW BIRCH SUITE 275 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954167110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT GUMBINER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5624375359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 E 7TH STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DEOVLET | PersonNm |
| Person Title | CO-CHAIR/EXEC DIR | PersonTitleTxt |
| Phone | 5624375359 | PhoneNum |
| Signature | 2015-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E PICKETT JEP | PreparerPersonNm |
| PTIN | P00293441 | PTIN |
| Phone | 7143610171 | PhoneNum |
| Preparation | 2015-09-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,031,456 | 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 | $246 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $48,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,703 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $898,750 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $898,750 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $392,605 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $428,016 | GrossSalesPriceAmt |
| Gross Sales Less Ret And Allwnc | $2,446 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $539 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $1,907 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $1,907 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $14,160 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,136 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,024 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $952,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $952,589 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,931 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $101,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $40,886 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,267 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $38,619 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,605 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $139 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,465 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,211 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,711 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,364 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,364 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $120,453 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $106,791 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $222 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,119 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $309,855 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $182,786 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,874 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $16,930 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $939 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,991 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $330 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $18 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $312 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175,263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $161,831 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $472 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,960 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $844,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $575,983 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,931 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $131,466 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $525,858 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $525,858 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,370,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $575,983 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,931 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $657,324 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$418,092 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $376,606 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $826,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $955,667 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $955,667 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $333 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,485 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $333 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $333 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $300,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $340,625 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $300,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $300,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $14,338 | InventoriesBOYAmt |
| Inventories EOY | $13,994 | InventoriesEOYAmt |
| Inventories EOYFMV | $13,994 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $6,792 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,913 | PrepaidExpensesEOYAmt |
| US Government Obligations BOY | $1,035,154 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $869,278 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $868,760 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $881,791 | CorporateStockBOYAmt |
| Corporate Stock EOY | $849,128 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $929,459 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $490,604 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $475,047 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $485,728 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $9,008,421 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,637,851 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $7,549,591 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $7,370,570 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $9,123,871 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,860,518 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,839,929 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,140,204 | LandBOYAmt |
| Land EOY | $4,020,589 | LandEOYAmt |
| Land EOYFMV | $5,860,518 | LandEOYFMVAmt |
| Other Assets BOY | $1,493,126 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,493,126 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,493,126 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,781,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,353,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,031,456 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,001 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $57,865 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $48,838 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $58,866 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,838 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,174 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,174 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,396,432 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,396,432 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,324,293 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,906,201 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,722,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,304,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,781,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,353,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,722,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$418,092 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,304,807 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,304,807 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $699,188 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,883,032 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058839 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,537,892 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,862,476 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.119564 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,010,579 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,444,091 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.161569 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,311,366 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,685,990 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.168886 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,623,225 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,418,660 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.112578 | DistributionYr5Rt |
| Total Distribution | 0.621436 | TotalDistributionRt |
| Average Distribution | 0.124287 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,372,589 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,537,752 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,766 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,541,518 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $657,324 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,532 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,532 | SubtotalAmt |
| Tax Based On Investment Income | $7,532 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,368 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $11,868 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,336 | OverpaymentAmt |
| Applied To ES Tax | $4,336 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MANAGEMENT ACTIVITES INC | IndividualWithBooksNm |
| Phone | 5624375359 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 E 7TH STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL DEOVLET | ||||||||
| 1020 E 7TH STREET | LONG BEACH | CA | 90813 | CO-CHAIR/DIR | 20.00 | $61,000 | $962 | $0 |
| BURKE GUMBINER | ||||||||
| 4053 SUNNYSLOPE AVE | LOS ANGELES | CA | 91423 | CO-CHAIR/SEC | 2.00 | $0 | $0 | $0 |
| ALIS GUMBINER | ||||||||
| 1020 E 7TH STREET | LONG BEACH | CA | 90813 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRIAN HOPE | ||||||||
| 1020 E 7TH STREET | LONG BEACH | CA | 90813 | CFO | 5.00 | $40,000 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PACIFIC ISLAND ETHNIC ART MUSEUM | Description1Txt |
| Expenses1 | $106,950 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,399,113 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,037,687 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,124,204 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,561,004 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,561,004 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,372,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $618,629 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $618,629 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,532 | TotalTaxAmt |
| Distributable Before Adj | $611,097 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $611,097 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $611,097 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $657,324 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $657,324 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $657,324 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $611,097 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $903,179 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $112,398 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,015,577 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $657,324 | QualifyingDistributionsAmt |
| Applied To Current Year | $611,097 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,227 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,061,804 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,061,804 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $903,179 | ExcessFromYear2Amt |
| Excess From Year1 | $112,398 | ExcessFromYear1Amt |
| Excess From Current Year | $46,227 | ExcessFromCurrentYearAmt |
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 | MUSEUM OF LATIN AMERICAN | BusinessNameLine1Txt |
| Business Name Line2 | ART | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 638 ALAMITOS AVENUE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROMOTION OF VISUAL ARTS & CULTURE | GrantOrContributionPurposeTxt |
| Amt | $525,858 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $525,858 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PIEAM | Desc |
| Related Or Exempt Function Incm | $4,024 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,220 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $392,605 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $10,136 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,620 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,907 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $440,341 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,931 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $446,272 | 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 | ADMISSION REVENUE, MEMBERSHIP DUES, AND INCOME FROM SPECIAL EVENTS DERIVED FROM EXEMPT PURPOSE ACTIVITIES RELATED TO THE PACIFIC ISLAND ETHNIC ART MUSEUM ("PIEAM"), INCLUDING, AMONG OTHER EXEMPT PURPOSES, THE PROMOTION OF ART AND ART CULTURE. | 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 (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 278 ALAMITOS - ARTIST LOFTS | $1,032 | $1,032 | |
| 900-918 E 4TH ST | $143 | $143 | |
| 500 ALAMITOS-TALBERT | $671 | $671 | |
| 1066 E 7TH STREET | $650 | $650 | |
| 1046 E 7TH STREET | $1,565 | $1,565 | |
| 1010 7TH STREET | $650 | $650 | |
| INDIRECT ACCOUNTING FEES | $11,500 | $11,500 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (67 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| TRIANGLE IMPROVEMENTS | 1998-07-01 | $58,421 | $33,989 | S/L | 27.5000 | $2,124 | $2,124 | |
| TRIANGLE IMPROVEMENTS | 1999-07-01 | $3,855 | $2,018 | S/L | 27.5000 | $141 | $141 | |
| TRIANGLE BLDG MURAL | 1995-07-01 | $18,858 | $18,858 | S/L | 7.0000 | |||
| CAPITAL IMPROVEMENTS | 2008-07-01 | $198,085 | $27,935 | S/L | 39.0000 | $5,079 | $5,079 | |
| 695 ALAMITOS IMPROVEMENTS | 2009-07-01 | $614,695 | $70,926 | S/L | 39.0000 | $15,761 | $15,761 | |
| TRIANGLE BUILDING | 1994-12-29 | $225,000 | $159,548 | S/L | 27.5000 | $8,181 | $8,181 | |
| TRIANGLE PARK-LAND | 1994-12-29 | $218,000 | ||||||
| 902 ALAMITOS-IMPROVEMENTS | 2010-06-30 | $97,428 | $8,743 | S/L | 39.0000 | $2,498 | $2,498 | |
| 278 ALAMITOS-BLDG | 1997-07-01 | $294,711 | $124,683 | S/L | 39.0000 | $7,557 | $7,557 | |
| 278 ALAMITOS-LAND | 1997-07-01 | $265,628 | ||||||
| CAPITAL IMPROVEMENTS | 1998-07-01 | $2,417 | $1,303 | S/L | 39.0000 | $62 | $62 | |
| CAPITAL IMPROVEMENTS | 1999-07-14 | $21,343 | $10,259 | S/L | 39.0000 | $547 | $547 | |
| CAPITAL IMPROVEMENTS | 2000-07-01 | $117,206 | $50,376 | S/L | 39.0000 | $3,005 | $3,005 | |
| CAPITAL IMPROVEMENTS | 2001-07-01 | $1,716,329 | $550,100 | S/L | 39.0000 | $44,008 | $44,008 | |
| CAPITAL IMPROVEMENTS | 2002-07-01 | $82,726 | $24,393 | S/L | 39.0000 | $2,121 | $2,121 | |
| BLDGS | 2009-04-30 | $333,871 | $39,950 | S/L | 39.0000 | $8,561 | $8,561 | |
| LAND | 2009-04-30 | $175,000 | ||||||
| 500 ALAMITOS-BLDG | 2009-04-30 | $2,200,000 | $263,248 | S/L | 39.0000 | $56,410 | $56,410 | |
| 500 ALAMITOS-LAND | 2009-04-30 | $550,000 | ||||||
| CAPITAL IMPROVEMENTS | 2011-06-30 | $16,343 | $1,048 | S/L | 39.0000 | $419 | $419 | |
| CAPITAL IMPROVEMENTS | 2013-09-16 | $2,935 | $22 | S/L | 39.0000 | $75 | $75 | |
| CAPITAL IMPROVEMENTS | 2014-10-23 | $11,219 | S/L | 39.0000 | $48 | $48 | ||
| 1066 E. 7TH ST-BLDG | 2009-04-05 | $581,579 | $100,455 | S/L | 27.5000 | $21,148 | $21,148 | |
| 1066 E 7TH ST-LAND | 2009-04-05 | $268,421 | ||||||
| 1052 E 7TH ST-BLDG | 2009-04-30 | $316,667 | $53,737 | S/L | 27.5000 | $11,516 | $11,516 | |
| 1052 E 7TH ST-LAND | 2009-04-30 | $158,333 | ||||||
| 1046 E 7TH ST-BLDG | 2009-04-30 | $205,000 | $34,788 | S/L | 27.5000 | $7,454 | $7,454 | |
| 1046 E 7TH ST-LAND | 2009-04-30 | $205,000 | ||||||
| BUILDING | 2009-01-20 | $546,000 | $98,445 | S/L | 27.5000 | $19,855 | $19,855 | |
| LAND | 2009-01-01 | $234,000 | ||||||
| BALBOA REMODEL | 1999-07-01 | $8,500 | $4,450 | S/L | 27.5000 | $310 | ||
| CAPITAL IMPROVEMENTS | 1995-07-01 | $74,454 | $35,317 | S/L | 39.0000 | $1,909 | ||
| HIPPODROME IMPROVEMENTS | 1996-07-01 | $314,389 | $141,070 | S/L | 39.0000 | $8,062 | ||
| 292 ALAMITOS IMPROVEMENTS | 1997-07-01 | $45,700 | $45,700 | S/L | 7.0000 | |||
| 1043 E 6TH ST | 1997-07-01 | $276,181 | $116,846 | S/L | 39.0000 | $7,081 | ||
| 628 ALAMITOS AVE | 1997-07-01 | $168,719 | $71,380 | S/L | 39.0000 | $4,326 | ||
| CAPITAL IMPROVEMENTS | 1998-07-01 | $33,120 | $19,272 | S/L | 27.5000 | $1,204 | ||
| BALBOA CAP IMPROVEMENTS | 1998-07-01 | $6,385 | $3,714 | S/L | 27.5000 | $232 | ||
| CAPITAL IMPROVEMENTS | 1999-07-01 | $20,547 | $10,757 | S/L | 27.5000 | $747 | ||
| CAPITAL IMPROVENTS | 2000-07-01 | $2,350 | $1,111 | S/L | 27.5000 | $85 | ||
| CAPITAL IMPROVEMENTS | 2001-07-01 | $1,490 | $478 | S/L | 39.0000 | $38 | ||
| CAPITAL IMPROVEMENTS | 2003-01-01 | $2,547 | $715 | S/L | 39.0000 | $65 | ||
| CAPITAL IMPROVEMENTS | 2004-01-01 | $1,593 | $407 | S/L | 39.0000 | $41 | ||
| CAPITAL IMPROVEMENTS | 2006-12-31 | $378,095 | $68,269 | S/L | 39.0000 | $9,694 | ||
| INTERIOR DESIGN | 1995-07-01 | $7,343 | $7,343 | S/L | 7.0000 | |||
| INTERIOR DESIGN | 1995-07-01 | $14,437 | $14,437 | S/L | 7.0000 | |||
| INTERIOR DESIGN | 1996-07-01 | $2,568 | $2,568 | S/L | 7.0000 | |||
| COMPUTER EQUIPMENT | 2006-12-31 | $877 | $877 | S/L | 5.0000 | |||
| MURAL | 1995-07-01 | $18,858 | $18,858 | S/L | 7.0000 | |||
| OFFICE EQUIPMENT | 2004-01-01 | $211 | $211 | S/L | 5.0000 | |||
| HIPPODROME BLDG | 1995-12-15 | $936,000 | $433,996 | S/L | 39.0000 | $24,000 | ||
| HIPPODROME LAND | 1995-12-15 | $264,000 | ||||||
| 6TH STREET BLDG | 1995-05-26 | $300,000 | $143,587 | S/L | 39.0000 | $7,692 | ||
| 6TH STREET - LAND | 1995-05-26 | $475,000 | ||||||
| 1033 6TH ST - BLDG | 1998-02-24 | $180,977 | $105,292 | S/L | 27.5000 | $6,581 | ||
| 1033 6TH ST - LAND | 1998-02-24 | $60,326 | ||||||
| 1011 6TH ST - BLDG | 1998-03-10 | $168,856 | $98,242 | S/L | 27.5000 | $6,140 | ||
| 1011 6TH ST - LAND | 1998-03-10 | $56,285 | ||||||
| 1021 6TH ST - BLDG | 1998-03-30 | $117,934 | $68,617 | S/L | 27.5000 | $4,288 | ||
| 1031 6TH ST - LAND | 1998-03-03 | $39,311 | ||||||
| 1029 E. 6TH ST - BLDG | 1998-04-21 | $58,031 | $33,762 | S/L | 27.5000 | $2,110 | ||
| 1029 E. 6TH ST - LAND | 1998-04-21 | $19,344 | ||||||
| 910 6TH ST - LAND | 1998-10-22 | $10,000 | ||||||
| 920 E. 3RD ST - BLDG | 1999-07-01 | $216,280 | $80,183 | S/L | 39.0000 | $5,546 | ||
| 1038 7TH ST - BLDG | 2000-07-01 | $122,220 | $40,741 | S/L | 39.0000 | $3,134 | ||
| 1038 7TH ST - LAND | 2000-07-01 | $38,596 | ||||||
| VAN | 1995-07-01 | $2,914 | $2,914 | S/L | 5.0000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FED NATL MTG | 2013-08 | PURCHASE | 2014-03 | $100,000 | $99,910 | $90 |
| FED HM LN MTG | 2013-10 | PURCHASE | 2014-04 | $50,000 | $49,923 | $77 |
| GNMA | 2009-03 | PURCHASE | 2014-04 | $14 | -$14 | |
| DISCOVER BANK | 2013-06 | PURCHASE | 2014-08 | $20,000 | $20,000 | |
| GE MONEY BANK | 2013-06 | PURCHASE | 2014-09 | $7,000 | $7,000 | |
| FNMA | 2013-11 | PURCHASE | 2014-11 | $50,000 | $49,975 | $25 |
| ISHARES GOLD TRUST | 2011-08 | PURCHASE | 2014-12 | $21,823 | $32,664 | -$10,841 |
| CMO RETURN OF PRINCIPAL | 2009-03 | PURCHASE | 2014-12 | $4,091 | $4,091 | |
| FED NTL MTG | 2013-08 | PURCHASE | 2014-03 | $50,000 | $49,910 | $90 |
| FED HM LN MTG | 2013-10 | PURCHASE | 2014-04 | $50,000 | $49,923 | $77 |
| FNMA | 2013-11 | PURCHASE | 2014-11 | $50,000 | $49,975 | $25 |
| ARDEN REALTY | 2012-01 | PURCHASE | 2014-12 | $25,000 | $25,149 | -$149 |
| CMO RETURN OF PRINCIPAL | 2011-12 | PURCHASE | 2014-12 | $102 | $102 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $475,047 | EOYBookValueAmt |
| EOYFMV | $485,728 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $849,128 | EOYBookValueAmt |
| EOYFMV | $929,459 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $869,278 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $868,760 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND, BLDG, & EQUIP (INVESTMENT) | CategoryOrItemTxt |
| Cost Or Other Basis | $9,008,421 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,637,851 | AccumulatedDepreciationAmt |
| Book Value | $7,370,570 | BookValueAmt |
| EOYFMV | $9,123,871 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BLDG & EQUIP (NON-INVESTMENT) | $2,823,274 | $1,839,929 | $983,345 | $5,860,518 |
| $3,037,244 | $3,037,244 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $1,493,126 | BOYBookValueAmt |
| EOY Book Value | $1,493,126 | EOYBookValueAmt |
| EOYFMV | $1,493,126 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (47 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PIEAM | ||||
| CONTRACTED LABOR | $42 | $42 | ||
| WORKERS COMPENSATION INS | $125 | $125 | ||
| BANK CHARGES | $53 | $53 | ||
| TELEPHONE | $68 | $68 | ||
| OFFICE SUPPLIES | $116 | $116 | ||
| EXHIBIT COSTS | $55 | $55 | ||
| MISC. PROGRAM EXPENSE | $6 | $6 | ||
| ADVERTISING/MARKETING | $7 | $7 | ||
| 278 ALAMITOS - ARTIST LOFTS | ||||
| INSURANCE | $4,987 | $4,987 | ||
| REPAIRS | $11,319 | $11,319 | ||
| UTILITIES | $10,827 | $10,827 | ||
| 900-918 E 4TH ST | ||||
| INSURANCE | $2,684 | $2,684 | ||
| 500 ALAMITOS-TALBERT | ||||
| INSURANCE | $9,346 | $9,346 | ||
| REPAIRS | $4,281 | $4,281 | ||
| UTILITIES | $40,871 | $40,871 | ||
| 1066 E 7TH STREET | ||||
| INSURANCE | $4,367 | $4,367 | ||
| REPAIRS | $13,141 | $13,141 | ||
| UTILITIES | $13,522 | $13,522 | ||
| 1052 E 7TH STREET | ||||
| INSURANCE | $545 | $545 | ||
| REPAIRS | $1,580 | $1,580 | ||
| UTILITIES | $1,898 | $1,898 | ||
| 1046 E 7TH STREET | ||||
| INSURANCE | $2,495 | $2,495 | ||
| REPAIRS | $10,811 | $10,811 | ||
| UTILITIES | $5,853 | $5,853 | ||
| 1010 7TH STREET | ||||
| INSURANCE | $3,201 | $3,201 | ||
| REPAIRS | $12,451 | $12,451 | ||
| UTILITIES | $6,891 | $6,891 | ||
| EXPENSES | ||||
| PAYROLL PROCESSING | $1,403 | $1,403 | ||
| CONTRACTED LABOR | $719 | $719 | ||
| WORKERS COMPENSATION | $3,010 | $3,010 | ||
| BUSINESS LICENSE FEES | $75 | $75 | ||
| BANK CHARGES | $1,648 | $751 | $897 | |
| TELEPHONE | $1,160 | $1,160 | ||
| OFFICE SUPPLIES | $4,261 | $4,261 | ||
| MISCELLANEOUS | $305 | $10 | $295 | |
| EXHIBIT COSTS | $945 | $945 | ||
| PROGRAM EXPENSES | $69 | $69 | ||
| ADVERTISING | $126 | $126 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL RIGHTS | $10,136 | $10,136 | |
| PIEAM | $4,024 | $4,024 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SALES TAX DEPOSIT | $559 | $220 |
| TENANT DEPOSITS | $57,306 | $48,618 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MUSEUM OF LATIN AMERICAN ART MOLAA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $1,325,129 | LoanOriginalAmt |
| Balance Due | $300,000 | BalanceDueAmt |
| Note | 2007-12 | NoteDt |
| Repayment Terms | ON DEMAND | RepaymentTermsTxt |
| Interest | 0.0000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | CONSTRUCTION LOAN | LoanPurposeTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $3,591 | $3,591 |
| 278 ALAMITOS - ARTIST LOFTS | $19,817 | |
| 500 ALAMITOS-TALBERT | $9,500 | |
| 1066 E 7TH STREET | $8,314 | |
| 1052 E 7TH STREET | $2,716 | |
| 1046 E 7TH STREET | $2,973 | |
| 1010 7TH STREET | $12,453 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PIEAM GIFT SHOP | CategoryTxt |
| Gross Sales | $2,446 | GrossSalesAmt |
| Cost Of Goods Sold | $539 | CostOfGoodsSoldAmt |
| Net | $1,907 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (11 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $11,815 | $4,986 | $6,828 | |
| FEDERAL EXCISE TAX | $6,320 | |||
| PROPERTY TAXES | $291 | $291 | ||
| PIEAM | $222 | $222 | ||
| 278 ALAMITOS - ARTIST LOFTS | $11,023 | |||
| 900-918 E 4TH ST | $7,767 | |||
| 500 ALAMITOS-TALBERT | $45,032 | |||
| 1066 E 7TH STREET | $14,776 | |||
| 1052 E 7TH STREET | $5,644 | |||
| 1046 E 7TH STREET | $6,857 | |||
| 1010 7TH STREET | $10,706 |
Comments