ROBERT GUMBINER FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ROBERT GUMBINER FOUNDATION (EIN 95-4167110)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-08-12
IRS object ID: 201302249349100810
Schema version: 2012v2.1
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 ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-12T18:09:11-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LEGACY PARTNERS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2900 BRISTOL ST SUITE C-203	AddressLine1
City	COSTA MESA	City
State	CA	State
ZIP Code	926265945	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	954167110	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT GUMBINER FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ROBE	NameControl
Phone	5624375359	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1020 E 7TH STREET	AddressLine1
City	LONG BEACH	City
State	CA	State
ZIP Code	90813	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MICHAEL DEOVLET	Name
Title	CO-CHAIR/EXEC DIR	Title
Phone	5624375359	Phone
Date Signed	2013-08-15	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KARLYLLE SCHWARTZE CPA	Name
Phone	7145409900	Phone
Date Prepared	2013-08-12	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	20401610	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	15217	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	77661	DividendsRevAndExpnss
Dividends Net Invst Incm	56756	DividendsNetInvstIncm
Gross Rents Rev And Expnss	895396	GrossRentsRevAndExpnss
Gross Rents Net Invst Incm	895396	GrossRentsNetInvstIncm
Net Rental Income Or Loss	502224	NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss	42898	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	2961907	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	42898	CapitalGainNetIncmNetInvstIncm
Gross Sales Less Returns And Allwnc	10793	GrossSalesLessReturnsAndAllwnc
Cost Of Goods Sold	1507	CostOfGoodsSold
Gross Profit Rev And Expnss	9286	GrossProfitRevAndExpnss
Gross Profit Adj Net Incm	9286	GrossProfitAdjNetIncm
Other Income Rev And Expnss	14372	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	13217	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1054830	TotalRevenueAndExpenses
Total Net Investment Income	1008267	TotalNetInvestmentIncome
Total Adjusted Net Income	9286	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	91000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	54250	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	36750	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	143986	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Adj Net Incm	4637	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	139349	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	13100	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Adj Net Incm	395	PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	12705	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss	210	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	210	LegalFeesNetInvstIncm
Accounting Fees Rev And Expnss	40946	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	4389	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	36557	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	6739	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	6739	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	132235	TaxesRevAndExpnss
Taxes Net Invst Incm	119558	TaxesNetInvstIncm
Taxes Adj Net Incm	316	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	9970	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	309732	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	182664	DeprecAndDepletionNetInvstIncm
Deprec And Depletion Adj Net Incm	1224	DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss	28783	OccupancyRevAndExpnss
Occupancy Adj Net Incm	1042	OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps	27741	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	3616	TravConfMeetingRevAndExpnss
Trav Conf Meeting Adj Net Incm	131	TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	3485	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	264001	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	219923	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	1541	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	42565	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	1034348	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	587733	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	9286	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	309122	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1228770	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1228770	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	2263118	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	587733	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	9286	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	1537892	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-1208288	ExcessOfRevenueOverExpenses
Net Investment Income	420534	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	281264	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	660470	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	660470	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	3437	AccountsReceivable
Accounts Receivable BOY	3400	AccountsReceivableBOY
Accounts Receivable EOY	3437	AccountsReceivableEOY
Accounts Receivable EOYFMV	3437	AccountsReceivableEOYFMV
Other Notes And Loans Receivable	381250	OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY	121875	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	381250	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	381250	OtherNotesAndLoansRcvblEOYFMV
Inventories For Sale Or Use BOY	15042	InventoriesForSaleOrUseBOY
Inventories For Sale Or Use EOY	16005	InventoriesForSaleOrUseEOY
Inventories For Sale Or Use EOYFMV	16005	InventoriesForSaleOrUseEOYFMV
Investments Govt Oblig BOY	1965809	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	317202	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	321362	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	376005	InvestmentsCorpStockBOY
Investments Corp Stock EOY	787393	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	806401	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	983990	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	646299	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	669041	InvestmentsCorpBondsEOYFMV
Investments Land Etc Basis	10074987	InvestmentsLandEtcBasis
Accum Deprec Investments Land Etc	1257467	AccumDeprecInvestmentsLandEtc
Investments Land Etc BOY	9007420	InvestmentsLandEtcBOY
Investments Land Etc EOY	8817520	InvestmentsLandEtcEOY
Investments Land Etc EOYFMV	10190000	InvestmentsLandEtcEOYFMV
Land Building And Equipment Basis	5860518	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	1601788	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	4359530	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	4258730	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	5860518	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	1493126	OtherAssetsBOY
Other Assets EOY	1493126	OtherAssetsEOY
Other Assets EOYFMV	1493126	OtherAssetsEOYFMV
Total Assets BOY	18607461	TotalAssetsBOY
Total Assets EOY	17381432	TotalAssetsEOY
Total Assets EOYFMV	20401610	TotalAssetsEOYFMV
Accounts Payable BOY	962	AccountsPayableBOY
Accounts Payable EOY	409	AccountsPayableEOY
Other Liabilities BOY	69775	OtherLiabilitiesBOY
Other Liabilities EOY	52587	OtherLiabilitiesEOY
Total Liabilities BOY	70737	TotalLiabilitiesBOY
Total Liabilities EOY	52996	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	2174	CapitalStockBOY
Capital Stock EOY	2174	CapitalStockEOY
Paid In Or Capital Surplus BOY	1396432	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	1396432	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	17138118	RetainedEarningsBOY
Retained Earnings EOY	15929830	RetainedEarningsEOY
Total Net Assets BOY	18536724	TotalNetAssetsBOY
Total Net Assets EOY	17328436	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	18607461	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	17381432	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	18536724	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-1208288	ExcessOfRevenueOverExpenses
Subtotal	17328436	Subtotal
Total Net Assets Fund Balances EOY	17328436	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (36 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
100,000 FED HOME LN BK	P	2011-08-30	2012-01-12	100000	100371	-371	-371
217 SCH US TEIT ETF	P	2011-07-29	2012-12-18	6598	6058	540	540
150,000 JEFFERSON CNTY ALA	P	2011-12-30	2012-08-01	150000	160556	-10556	-10556
100,000 GE CAPITAL	P	2009-04-02	2012-02-15	100000	94670	5330	5330
990 ISHARES GOLD TRUST	P	2011-07-29	2012-12-18	16080	15704	376	376
160,000 JEFFERSON CNTY ALA	P	2011-12-30	2012-08-01	160000	150514	9486	9486
25,000 FED HM LN MTG	P	2011-08-08	2012-02-27	25000	24986	14	14
130 SCHW INTL EQ ETF	P	2011-07-29	2012-12-18	3569	3719	-150	-150
400,000 GNMA	P	2011-12-30	2012-08-20		970	-970	-970
100,000 FED HOM LN BK	P	2010-06-29	2012-03-14	99876	101507	-1631	-1631
73 SCHW US LCAP ETF	P	2011-07-29	2012-12-18	2519	2260	259	259
100,000 FED HM LN MTG	P	2012-01-19	2012-10-26	100000	100257	-257	-257
100,000 GE CAPITAL	P	2009-03-04	2012-03-29	107890	81518	26372	26372
243 SCH US TIPS ETF	P	2011-07-29	2012-12-18	14181	13129	1052	1052
100,000 CONNECTICUT ST	P	2011-12-30	2012-11-15	100000	102769	-2769	-2769
100,000 FED HOME LN BK	P	2010-06-29	2012-03-30	100000	101507	-1507	-1507
110 SCHW EMG MKT EQ ETF	P	2011-07-29	2012-12-18	2903	3107	-204	-204
CMO RETURN OF PRINCIPAL	P			124	124
100,000 GE CAPITAL	P	2009-04-02	2012-05-15	100000	90987	9013	9013
261 SCHW US SCAP ETF	P	2011-07-29	2012-12-18	10026	9221	805	805
10,000 COUNTRYWIDE FINL	P	2011-08-17	2012-06-07	10000	10022	-22	-22
CMO RETURN OF PRINCIPAL	P			10000	10000
1,982 ISHARES GOLD TRUST	P	2011-07-29	2012-08-15	30933	31440	-507	-507
140,000 FED HOME LN BK	P	2011-12-30	2012-01-12	140000	140061	-61	-61
341 SCH US TIPS ETF	P	2011-07-29	2012-08-15	19467	18424	1043	1043
500,000 UST INFL IDX	P	2011-12-30	2012-01-15	637330	638121	-791	-791
100,000 GOLDMAN SACHS GROUP	P	2010-05-05	2012-08-15	106425	103120	3305	3305
100,000 FED HM LM MTG	P	2012-01-18	2012-03-09	100000	100054	-54	-54
50,000 VERIZON COMMS	P	2011-09-01	2012-09-05	59613	56397	3216	3216
100,000 FED FARM CR BK	P	2011-12-30	2012-03-15	100000	100137	-137	-137
50,000 CONNECTICUT ST	P	2011-05-23	2012-11-15	50000	51487	-1487	-1487
235,000 BANK OF CHINA NY	P	2012-01-23	2012-03-15	235000	235003	-3	-3
50,000 CATERPILLAR INC	P	2011-05-23	2012-12-18	57823	55848	1975	1975
100,000 US TREAS NOT	P	2012-03-14	2012-04-09	99945	98073	1872	1872
57 SCH US MID-CAP EFT	P	2011-07-29	2012-12-18	1605	1472	133	133
105,000 SAN BERNARDINO	P	2011-12-30	2012-05-01	105000	105416	-416	-416

Field	Value	IRS element (for citing)
Capital Gain Net Income	42898	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	-5035	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	2010579	QualifyingDistributionsYear1
Noncharitable Assets Year1	12444091	NoncharitableAssetsYear1
Distribution Ratio Year1	0.161569	DistributionRatioYear1
Qualifying Distributions Year2	2311366	QualifyingDistributionsYear2
Noncharitable Assets Year2	13685990	NoncharitableAssetsYear2
Distribution Ratio Year2	0.168886	DistributionRatioYear2
Qualifying Distributions Year3	1623225	QualifyingDistributionsYear3
Noncharitable Assets Year3	14418660	NoncharitableAssetsYear3
Distribution Ratio Year3	0.112578	DistributionRatioYear3
Qualifying Distributions Year4	658023	QualifyingDistributionsYear4
Noncharitable Assets Year4	579600	NoncharitableAssetsYear4
Distribution Ratio Year4	1.135305	DistributionRatioYear4
Qualifying Distributions Year5	1577624	QualifyingDistributionsYear5
Noncharitable Assets Year5	455673	NoncharitableAssetsYear5
Distribution Ratio Year5	3.462185	DistributionRatioYear5
Total Distribution Ratio	5.040523	TotalDistributionRatio
Average Distribution Ratio	1.008105	AverageDistributionRatio
Net Noncharitable Assets	12862476	NetNoncharitableAssets
Adjusted Noncharitable Assets	12966726	AdjustedNoncharitableAssets
One Percent Net Investment Income	4205	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	12970931	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1537892	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	8411	InvestmentIncomeExciseTax
Subtotal	8411	Subtotal
Tax Based On Investment Income	8411	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	3528	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	8500	TaxPaidWithExtension
Total Credits And Payments	12028	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	36	PenaltyForUnderpayment
Overpayment	3581	Overpayment
Amount Credited To Next Year	3581	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	MANAGEMENT ACTIVITES INC	BooksInCareOfPersonName
Books In Care Of Phone Number	5624375359	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1020 E 7TH STREET	AddressLine1
City	LONG BEACH	City
State	CA	State
ZIP Code	90813	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	true	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	true	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
MICHAEL DEOVLET
1020 E 7TH STREET	LONG BEACH	CA	90813	CO-CHAIR/DIR	20.00	56000	673	0
BURKE GUMBINER
4053 SUNNYSLOPE AVE	LONG BEACH	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	35000	0	0

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl

Field	Value	IRS element (for citing)
Name	BRENNA BARRETT	Name

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1020 E 7TH STREET	AddressLine1
City	LONG BEACH	City
State	CA	State
ZIP Code	90813	ZIPCode

Field	Value	IRS element (for citing)
Title	MUSEUM DIREC	Title
Average Hours Per Week	40.00	AverageHoursPerWeek
Compensation	96105	Compensation
Employee Benefits	1459	EmployeeBenefits

Field	Value	IRS element (for citing)
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	PACIFIC ISLAND ETHNIC ART MUSEUM	Description1
Expenses1	256534	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	2285609	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	694318	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	10078424	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	13058351	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	13058351	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	195875	CashDeemedCharitable
Net Noncharitable Assets	12862476	NetNoncharitableAssets
Minimum Investment Return	643124	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	643124	MinimumInvestmentReturn
Tax Based On Investment Income	8411	TaxBasedOnInvestmentIncome
Total Tax	8411	TotalTax
Distributable Amount Before Adj	634713	DistributableAmountBeforeAdj
Distributable Amount Before Ded	634713	DistributableAmountBeforeDed
Distributable Amount As Adjusted	634713	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1537892	ExpensesAndContributions
Qualifying Distributions	1537892	QualifyingDistributions
Adj Qualifying Distributions	1537892	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	634713	DistributableAmountAsAdjusted
Qualifying Distributions	1537892	QualifyingDistributions
Applied To Current Year	634713	AppliedToCurrentYear
Remaining Distri From Corpus	903179	RemainingDistriFromCorpus
Total Corpus	903179	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	903179	ExcessDistriCyovToNextYear
Excess From Current Year	903179	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2	Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
MUSEUM OF LATIN AMERICAN
ART	638 ALAMITOS AVENUE	LONG BEACH	CA	90802	NONE	501(C)(3)	PROMOTION OF VISUAL ARTS & CULTURE	$1,227,550
CAL POLY POMONA
	3801 W TEMPLE AVE	POMONA	CA	91768	NONE	501(C)(3)	BRONCETTS DANCE TEAM	$1,220

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1228770	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$77,661	ExclusionAmount

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion Code	16	ExclusionCode
Exclusion	$502,224	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	15	ExclusionCode
Exclusion	$13,217	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$42,898	ExclusionAmount

Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	9286	RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	COMMISSION REFUND	Description
Exclusion Code	1	ExclusionCode
Exclusion	$1,155	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$637,155	ExclusionAmount
Related Or Exempt Function Income	9286	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	646441	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Field	Value	IRS element (for citing)
Line Number	10	LineNumber
Relationship Statement	INCOME DERIVED FROM EXEMPT PURPOSE ACTIVITIES RELATED TO THE PACIFIC ISLAND ETHNIC ART MUSEUM, INCLUDING, AMONG OTHER EXEMPT PURPOSES, THE PROMOTION OF ART AND ART CULTURE.	RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	EDISON INTERNATIONAL	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	2244 WALNUT GROVE AVENUE	AddressLine1
City	ROSEMEAD	City
State	CA	State
ZIP Code	91770	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	14500	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (4 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
278 ALAMITOS - ARTIST LOFTS	$800	800
900-918 E 4TH ST	$1,786	1786
1046 E 7TH STREET	$1,803	1803
INDIRECT ACCOUNTING FEES	$36,557		36557

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

MICHAEL DEOVLET
BURKE GUMBINER
ALIS GUMBINER
BRIAN HOPE

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (67 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense	Adjusted Net IncomeAdjustedNetIncome	Net Investment IncomeNetInvestmentIncome
TRIANGLE IMPROVEMENTS	1998-07-01	58421	29740	S/L	27.5000	2124	2124
TRIANGLE IMPROVEMENTS	1999-07-01	3855	1738	S/L	27.5000	140	140
TRIANGLE BLDG MURAL	1995-07-01	18858	18858	S/L	7.0000
CAPITAL IMPROVEMENTS	2008-07-01	198085	17777	S/L	39.0000	5079	5079
695 ALAMITOS CAPITL IMPROVE	2009-07-01	614695	39403	S/L	39.0000	15761	15761
TRIANGLE BUILDING	1994-12-29	225000	143184	S/L	27.5000	8182	8182
TRIANGLE PARK - LAND	1994-12-29	218000
902 ALAMITOS - IMPROVEMENTS	2010-06-30	97428	3747	S/L	39.0000	2498	2498
278 ALAMITOS - BLDG	1997-07-01	294711	109570	S/L	39.0000	7557		7557
278 ALAMITOS - LAND	1997-07-01	265628
CAPITAL IMPROVEMENT	1998-07-01	2417	1179	S/L	39.0000	62		62
CAPITAL IMPROVEMENT	1999-07-14	21343	9165	S/L	39.0000	547		547
CAPITAL IMPROVEMENT	2000-07-01	117206	44366	S/L	39.0000	3005		3005
CAPITAL IMPROVEMENT	2001-07-01	1716329	462083	S/L	39.0000	44008		44008
CAPITAL IMPROVEMENT	2002-07-01	82726	20150	S/L	39.0000	2122		2122
BLDGS	2009-04-30	333871	22829	S/L	39.0000	8561		8561
LAND	2009-04-30	241129
500 ALAMITOS - BLDG	2009-04-30	2200000	150427	S/L	39.0000	56411		56411
500 ALAMITOS - LAND	2009-04-30	550000
CAPITAL IMPROVEMENTS	2011-06-30	16343	210	S/L	39.0000	419		419
1066 E. 7TH ST- BLDG	2009-04-05	581579	58158	S/L	27.5000	21148		21148
1066 E 7TH ST - LAND	2009-04-05	268421
1052 E 7TH ST - BLDG	2009-04-30	316667	30707	S/L	27.5000	11515		11515
1052 E 7TH ST- LAND	2009-04-30	158333
1046 E 7TH ST - BLDG	2009-04-30	205000	19879	S/L	27.5000	7454		7454
1046 E 7TH ST - LAND	2009-04-30	205000
LAND	2010-01-01	1000000
CAPITAL IMPROVEMENTS	2011-06-30	14590
BUILDING	2009-01-20	546000	58736	S/L	27.5000	19855		19855
LAND	2009-01-01	234000
BALBOA REMODEL	1999-07-01	8500	3832	S/L	27.5000	309
CAPITAL IMPROVEMENT	1995-07-01	74454	31499	S/L	39.0000	1909
HIPPODROME IMPROV	1996-07-01	314389	124948	S/L	39.0000	8061
292 ALAMITOS IMPROVE	1997-07-01	45700	45700	S/L	7.0000
1043 E 6TH ST	1997-07-01	276181	102683	S/L	39.0000	7081
628 ALAMITOS AVE	1997-07-01	168719	62727	S/L	39.0000	4327
CAPITAL IMPROVEMENT	1998-07-01	33120	16863	S/L	27.5000	1204
BALBOA CAP IMPROVEMENT	1998-07-01	6385	3250	S/L	27.5000	232
CAPITAL IMPROVEMENT	1999-07-01	20547	9263	S/L	27.5000	747
CAPITAL IMPROVE	2000-07-01	2350	940	S/L	27.5000	85
CAPITAL IMPROVE	2001-07-01	1490	401	S/L	39.0000	39
CAPITAL IMPROVE	2003-01-01	2547	584	S/L	39.0000	65
CAPITAL IMPROVE	2004-01-01	1593	326	S/L	39.0000	40
CAPITAL IMPROVE	2006-12-31	378095	48879	S/L	39.0000	9695
INTERIOR DESIGN	1995-07-01	7343	7343	S/L	7.0000
INTERIOR DESIGN	1995-07-01	14437	14437	S/L	7.0000
INTERIOR DESIGN	1996-07-01	2568	2568	S/L	7.0000
COMPUTER EQUIPMENT	2006-12-31	877	877	S/L	5.0000
MURAL	1995-07-01	18858	18858	S/L	7.0000
OFFICE EQUIPMENT	2004-01-01	211	211	S/L	5.0000
HIPPODROME BLDG	1995-12-15	936000	385996	S/L	39.0000	24000
HIPPODROME LAND	1995-12-15	264000
6TH STREET BLDG	1995-05-26	300000	128202	S/L	39.0000	7692
6TH STREET - LAND	1995-05-26	475000
1033 6TH ST - BLDG	1998-02-24	180977	92130	S/L	27.5000	6581
1033 6TH ST - LAND	1998-02-24	60326
1011 6TH ST - BLDG	1998-03-10	168856	85962	S/L	27.5000	6140
1011 6TH ST - LAND	1998-03-10	56285
1021 6TH ST - BLDG	1998-03-30	117934	60040	S/L	27.5000	4288
1031 6TH ST - LAND	1998-03-03	39311
1029 E. 6TH ST - BLDG	1998-04-21	58031	29542	S/L	27.5000	2110
1029 E. 6TH ST - LAND	1998-04-21	19344
910 6TH ST - LAND	1998-10-22	10000
920 E. 3RD ST - BLDG	1999-07-01	216280	69092	S/L	39.0000	5546
1038 7TH ST - BLDG	2000-07-01	122220	34474	S/L	39.0000	3133
1038 7TH ST - LAND	2000-07-01	38596
VAN	1995-07-01	2914	2914	S/L	5.0000

Employee Compensation Expln EmployeeCompensationExpln

Employee Comp Explanation EmployeeCompExplanation

Field	Value	IRS element (for citing)
Employee Name	BRENNA BARRETT	EmployeeName

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	CORPORATE BONDS	NameOfBond
EOY Book Value	646299	EOYBookValue
EOYFMV	669041	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
EOY Book Value	787393	EOYBookValue
EOYFMV	806401	EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	317202	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	321362	USGovtSecuritiesEOYFMV

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLand

Field	Value	IRS element (for citing)
Cost Or Other Basis	10074987	CostOrOtherBasis
Accumulated Depreciation	1257467	AccumulatedDepreciation
Book Value	8817520	BookValue
EOYFMV	10190000	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (2 entries)

Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue	EOYFMVEOYFMV
1991145	1601788	389357	1991145
3869373		3869373	3869373

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	INDIRECT LEGAL FEES	Category
Amount	$210	Amount
Net Investment Income	210	NetInvestmentIncome

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	ARTWORK	Description
BOY Book Value	1493126	BOYBookValue
EOY Book Value	1493126	EOYBookValue
EOYFMV	1493126	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (44 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
278 ALAMITOS - ARTIST LOFTS
INSURANCE	7991	7991
REPAIRS	17984	17984
UTILITIES	19512	19512
MANAGEMENT	14541	14541
900-918 E 4TH ST
INSURANCE	1445	1445
UTILITIES	37	37
500 ALAMITOS-TALBERT
INSURANCE	4377	4377
REPAIRS	16457	16457
UTILITIES	31155	31155
MANAGEMENT	9000	9000
1066 E 7TH STREET
REPAIRS	11789	11789
UTILITIES	11771	11771
MANAGEMENT	6652	6652
1052 E 7TH STREET
REPAIRS	8422	8422
UTILITIES	2025	2025
MANAGEMENT	2002	2002
1046 E 7TH STREET
REPAIRS	9086	9086
UTILITIES	5762	5762
MANAGEMENT	2339	2339
300 ALAMITOS PARKING LOT
REPAIRS	3219	3219
UTILITIES	1627	1627
MANAGEMENT	1391	1391
1010 7TH STREET
REPAIRS	6312	6312
UTILITIES	5267	5267
MANAGEMENT	5956	5956
EXPENSES
CONTRACTED LABOR	38890	12000	973	25917
WORKERS COMPENSATION	1568			1568
BUSINESS LICENSE FEES	670		19	652
BANK CHARGES	1794	1794	28
TELEPHONE	2196		75	2121
OFFICE SUPPLIES	1413		36	1376
MISCELLANEOUS	10	10
EXHIBIT COSTS	1546		56	1490
PROGRAM EXPENSES	9239		334	8905
ADVERTISING	556		20	536

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
OIL RIGHTS	13217	13217
COMMISSION REFUND	1155		1155

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue
SALES TAX DEPOSIT	279	324
TENANT DEPOSITS	69496	52263

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong

Borrowers Name BorrowersName

Field	Value	IRS element (for citing)
Individual	MOLAA CONSTRUCTION LOAN	Individual

Field	Value	IRS element (for citing)
Relationship To Insider	NONE	RelationshipToInsider
Original Amount Of Loan	1325129	OriginalAmountOfLoan
Balance Due	381250	BalanceDue
Repayment Terms	ON DEMAND	RepaymentTerms
Interest Rate	0.0000	InterestRate
Consideration Fmv	381250	ConsiderationFmv

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	OUTSIDE CONTRACTORS - INVESTMENT	Category
Amount	$6,739	Amount
Net Investment Income	6739	NetInvestmentIncome

Sales Of Inventory List SalesOfInventoryList

Sale Of Inventory SaleOfInventory

Field	Value	IRS element (for citing)
Category	PIEAM	Category
Gross Sales	10793	GrossSales
Cost Of Goods Sold	1507	CostOfGoodsSold
Net	9286	Net

Taxes Schedule TaxesSchedule

Taxes Taxes (11 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
PAYROLL TAXES	$16,106	5820	316	9970
FEDERAL EXCISE TAX	$2,391
PROPERTY TAXES - RENTAL		113738
278 ALAMITOS - ARTIST LOFTS	$10,672
900-918 E 4TH ST	$10,272
500 ALAMITOS-TALBERT	$46,477
1066 E 7TH STREET	$12,807
1052 E 7TH STREET	$6,028
1046 E 7TH STREET	$6,323
300 ALAMITOS PARKING LOT	$11,689
1010 7TH STREET	$9,470