RIGHTS EDUCATION ADOPTION & PROTECTION FOR ANIMAL WELFARE FOUN: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RIGHTS EDUCATION ADOPTION & PROTECTION FOR ANIMAL WELFARE FOUN (EIN 06-1498082)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-06
- IRS object ID
- 202632189349100313
- Schema version
- 2025v4.0
- 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
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-06T12:17:32-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 843160768 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GONDA AND CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51625 DESERT CLUB DRIVE STE 101 | AddressLine1Txt |
| City | LA QUINTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061498082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIGHTS EDUCATION ADOPTION & | BusinessNameLine1Txt |
| Business Name Line2 | PROTECTION FOR ANIMAL WELFARE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIGH | BusinessNameControlTxt |
| Phone | 8084311335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 ELK CLOVER CIRCLE | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD B BUCKLEY | PersonNm |
| Person Title | PRESIDENT/ EXEC DIR | PersonTitleTxt |
| Phone | 8084311335 | PhoneNum |
| Signature | 2026-07-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW GONDA | PreparerPersonNm |
| PTIN | P01558932 | PTIN |
| Phone | 7606712345 | PhoneNum |
| Preparation | 2026-07-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,532,876 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,020 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $220,807 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,168,924 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $220,807 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $265,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $265,827 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,119 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $412 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,707 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $26,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,212 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,566 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $566 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,806 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $542 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,264 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,703 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,971 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $174,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,031 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $91,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $233,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,292 | CashBOYAmt |
| Cash EOY | $39,611 | CashEOYAmt |
| Cash EOYFMV | $39,611 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,833,855 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,773,454 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,493,265 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,050 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,872,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,813,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,532,876 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,855 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,855 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,870,292 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,813,065 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,870,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,813,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,872,147 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,813,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,870,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $91,064 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,961,356 | SubtotalAmt |
| Other Decreases | $148,291 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,813,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM COVERED | P | $423,820 | $411,111 | $12,709 | $12,709 |
| LONG TERM COVERED | P | $650,402 | $470,849 | $179,553 | $179,553 |
| LONG TERM NON COVERED | P | $52,421 | $29,364 | $23,057 | $23,057 |
| SHORT TERM NON COVERED | P | $31,883 | $36,793 | -$4,910 | -$4,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $220,807 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,799 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,240 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,240 | SubtotalAmt |
| Tax Based On Investment Income | $3,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,575 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,575 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,335 | OverpaymentAmt |
| Applied To ES Tax | $1,335 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | RICHARD B BUCKLEY | IndividualWithBooksNm |
| Phone | 8084311335 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 ELK CLOVER CIR | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| OWEN BUCKLEY | |||||||||
| 5 INDIAN TRAIL | DARIEN | CT | 06820 | VP / TREASUR | 000.00 | $0 | $0 | $0 | |
| MARK G SKLARZ | |||||||||
| ONE AUDUBON STREET | NEW HAVEN | CT | 06511 | SECRETARY | 000.00 | $0 | $0 | $0 | 6TH FLOOR |
| RICHARD B BUCKLEY | |||||||||
| 716 ELK CLOVER CIR | PALM DESERT | CA | 92211 | PRESIDENT/ E | 10.00 | $50,000 | $0 | $0 | |
| MICHAEL STREMBITZKY | |||||||||
| 2936 SOUTH KIHEI RD | KIHEI | HI | 96753 | DIRECTOR | 000.00 | $0 | $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 |
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 | $2,362,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,466,807 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,466,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,429,805 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,490 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,240 | TotalTaxAmt |
| Distributable Before Adj | $118,250 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $118,250 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $118,250 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,031 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $138,031 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,250 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $22,723 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,987 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $138,031 | QualifyingDistributionsAmt |
| Applied To Current Year | $118,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,781 | RemainingDistriFromCorpusAmt |
| Total Corpus | $75,491 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $75,491 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $22,723 | ExcessFromYear2Amt |
| Excess From Year1 | $32,987 | ExcessFromYear1Amt |
| Excess From Current Year | $19,781 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD BUCKLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 ELK CLOVE CIRCLE | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8088781100 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING ORGANIZATION AND AMOUNT REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NON PROFIT ORGANIZATIONS DEVOTED TO ANIMAL ACTIVITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BRANFORD COMPASSION CLUB | ||||||||
| PO BOX 768 | BRANFORD | CT | 06405 | NONE | PC | GENERAL OPERATING | $2,000 | |
| COACHELLA VALLEY HORSE RESCUE | ||||||||
| PO BOX 809 | INDIO | CA | 92202 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CT DRAFT HORSE RESCUE | ||||||||
| 15 ROCK LANDING | HADDAM NECK | CT | 06424 | NONE | PC | GENERAL OPERATING | $1,000 | |
| DESERT COMMUNITY FOUNDATION | ||||||||
| 75105 MERLE DR | PALM DESERT | CA | 92211 | NONE | PC | GENERAL OPERATING | $2,000 | STE 300 |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL OPERATING | $2,000 | |
| FIDELCO GUIDE DOG FOUNDATION | ||||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GREYHOUND RESCUE & REHABILITATION | ||||||||
| PO BOX 572 | CROSS RIVER | NY | 10518 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HOPE ALLIANCE FOR ANIMALS | ||||||||
| 2 ROAST MEAT HILL ROAD | KILLINGSWORTH | CT | 06419 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HOSPICE KONA | ||||||||
| PO BOX 4130 | KONA | HI | 96745 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HOSPICE MAUI | ||||||||
| 400 MAHALANI ST | WAILUKU | HI | 96793 | NONE | PC | GENERAL OPERATING | $2,000 | |
| IMUA FAMILY SERVICES | ||||||||
| 161 S WAKEA AVENUE | KAHULUI | HI | 96732 | NONE | PC | GENERAL OPERATING | $5,000 | |
| JOSLYN CENTER | ||||||||
| 73750 CATALINA WAY | PALM DESERT | CA | 92260 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MANA' OLANA | ||||||||
| PO BOX 588 | KIHEI | HI | 96753 | NONE | PC | GENERAL OPERATING | $1,000 | |
| MCCALLUM | ||||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | NONE | PC | GENERAL OPERATING | $8,000 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 1875 EYE STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING | $100 | SUITE 1100 |
| SALVATION ARMY | ||||||||
| PO BOX 620 | HONOLULU | HI | 96809 | NONE | PC | GENERAL OPERATING | $3,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PC | GENERAL OPERATING | $2,000 | SUITE 400 |
| SHRINERS HOSPITAL | ||||||||
| 1310 PUNAHOU STREET | HONOLULU | HI | 96826 | NONE | PC | GENERAL OPERATING | $2,000 | |
| THE GREATER NEW HAVEN CAT PROJECT | ||||||||
| PO BOX 1432 | NEW HAVEN | CT | 06505 | NONE | PC | GENERAL OPERATING | $1,000 | |
| THE MUSES | ||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | NONE | PC | GENERAL OPERATING | $1,000 | |
| WOMEN & FAMILY LIFE CENTER | ||||||||
| 96 FAIR STREET | GUILFORD | CT | 06437 | NONE | PC | GENERAL OPERATING | $2,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING | $2,000 | 7TH FLOOR |
| BOYS TOWN | ||||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | NONE | PC | GENERAL OPERATING | $100 | |
| CONNECTICUT FOODSHARE | ||||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | NONE | PC | GENERAL OPERATING | $2,000 | |
| MARTHA'S VILLAGE | ||||||||
| 45596 FARGO STREET | INDIO | CA | 92201 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NATIONAL D-DAY MEMORIAL FOUNDATION | ||||||||
| 3 OVERLORD CIR | BEDFORD | VA | 24523 | NONE | PC | GENERAL OPERATING | $160 | |
| OLIVESEED FOUNDATION | ||||||||
| PO BOX 60713 | PALO ALTO | CA | 94306 | NONE | PC | GENERAL OPERATING | $2,500 | |
| THE VETERANS OF FOREIGN WARS | ||||||||
| 406 W 34TH ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING | $200 | |
| ANIMAL SAMARITANS | ||||||||
| 72120 PET LAND PLACE | THOUSAND PALMS | CA | 92276 | NONE | PC | GENERAL OPERATING | $13,000 | |
| ASSISTANCE DOGS OF HAWAII | ||||||||
| 675 KEALALOA AVE | MAKAWAO | HI | 96768 | NONE | PC | GENERAL OPERATING | $5,000 | |
| FRIENDS OF THE MANCHESTER ANIMAL SH | ||||||||
| 490 DUNBARTON RD | MANCHESTER | NH | 03102 | NONE | PC | GENERAL OPERATING | $2,000 | |
| THE MARIE SOCIETY | ||||||||
| 4408 8TH STREET NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1500 K STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $100 | SUITE 700 |
| ST JOSEPH'S INDIAN SCHOOL | ||||||||
| 1301 N MAIN ST | CHAMBERLAIN | SD | 57325 | NONE | PC | GENERAL OPERATING | $200 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL OPERATING | $6,000 | |
| THE PARISH SCHOOL | ||||||||
| 11001 HAMMERLY BLVD | HOUSTON | TX | 77043 | NONE | PC | GENERAL OPERATING | $1,500 | |
| TUSKEGEE AIRMEN NAT'L HISTORICAL MU | ||||||||
| 11499 CONNER ST | DETROIT | MI | 48213 | NONE | PC | GENERAL OPERATING | $100 | |
| WORLD WAR II VETERANS COMMITTEE | ||||||||
| 1100 N GLEBE RD | ARLINGTON | VA | 22201 | NONE | PC | GENERAL OPERATING | $100 | SUITE 910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,060 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $220,807 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $265,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,827 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO VARIOUS | ||
| WELLS FARGO X1571 | $542,826 | $774,252 |
| WELLS FARGO X7671 | $391,316 | $451,965 |
| WELLS FARGO X4458 | $483,393 | $732,941 |
| WELLS FARGO X2125 | $355,919 | $534,107 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE FURNITURE | CategoryOrItemTxt |
| Cost Or Other Basis | $4,050 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,050 | AccumulatedDepreciationAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UPDATED COST TO REFLECT 12/31/24 WF COST BASIS | Desc |
| Amt | $148,291 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSES | $539 | $162 | $377 |
| INSURANCE | $1,158 | $347 | $811 |
| SUPPLIES | $109 | $33 | $76 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES - GEN'L | $3 | $3 |
| INVESTMENT FEES - X1571 | $10,284 | $10,284 |
| INVESTMENT FEES - X4458 | $9,732 | $9,732 |
| INVESTMENT FEES - X7671 | $6,193 | $6,193 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX ON INVESTMENT INC | $4,000 | |
| FOREIGN TAX | $566 | $566 |
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