HINKLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HINKLE FOUNDATION (EIN 23-7367419)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-09-11
IRS object ID
202632549349100428
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-11T13:58:24-07:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN455376361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rodnunsky & AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15959 Topanga Canyon Blvd Suite 220AddressLine1Txt
CityWoodland HillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237367419EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Hinkle FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHINKBusinessNameControlTxt
Phone8187371090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15959 Topanga Canyon BlvdAddressLine1Txt
CityWoodland HillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDimitri SaroukosPersonNm
Person TitleChief Financial OfficerPersonTitleTxt
Phone8187371090PhoneNum
Signature2026-09-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPeter C RichardsPreparerPersonNm
PTINP01061708PTIN
Phone8187371090PhoneNum
Preparation2026-09-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,323,913FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$417,701DividendsRevAndExpnssAmt
Dividends Net Invst Incm$417,669DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$67,162GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$67,162GrossRentsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$218,894OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$218,894OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$703,757TotalRevAndExpnssAmt
Total Net Invst Incm$703,725TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$174,324LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$87,162LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$87,162LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$74,710AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$37,395AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$37,355AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$154,513OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$151,513OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$24,676OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$24,676OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$24,676OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$23,102OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$23,102OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$451,325TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$300,746TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$172,295TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,295,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,295,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,746,325TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$300,746TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,467,295TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,042,568ExcessRevenueOverExpensesAmt
Net Investment Income$402,979NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$302,371CashBOYAmt
Cash EOY$171,153CashEOYAmt
Cash EOYFMV$171,153CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$15,010,184CorporateStockBOYAmt
Corporate Stock EOY$10,789,225CorporateStockEOYAmt
Corporate Stock EOYFMV$12,375,902CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$4,467,249OtherInvestmentsBOYAmt
Other Investments EOY$7,776,858OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,776,858OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$19,779,804TotalAssetsBOYAmt
Total Assets EOY$18,737,236TotalAssetsEOYAmt
Total Assets EOYFMV$20,323,913TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,164,691NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,084,121NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$11,615,113DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$9,653,115DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$19,779,804TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,737,236TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,779,804TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,737,236TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,779,804TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,042,568ExcessRevenueOverExpensesAmt
Subtotal$18,737,236SubtotalAmt
Tot Net Ast Or Fund Balances EOY$18,737,236TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,601InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,601SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,601TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$295EsPenaltyAmt
Tax Due$5,896TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Law Offices of Christian J ZieglerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5622162955PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17755 Center Ave Suite 1100AddressLine1Txt
CityHuntington BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92647ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Mary Metz
18761 Neu AvePorter RanchCA91326Dir; CEO5.00$0$0$0
Irma Varnado
635 Manhattan PlLos AngelesCA90005Dir; Secretary5.00$0$0$0
Cesar Sandoval
635 Manhattan PlLos AngelesCA90005Dir5.00$0$0$0
Dimitri Saroukos
5959 Topanga Canyon Blvd Suite 220Woodland HillsCA91367C.F.O.3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Law Offices of Christian J Ziegler
7755 Center Ave Suite 1100Huntington BeachCA92647Legal$174,324
Law Offices of Christian J Ziegler
7755 Center Ave Suite 1100Huntington BeachCA92647Tax; Accounting$74,710
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,423,903AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,263AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,438,166TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,438,166AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,572CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,416,594NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,830MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,830MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,601TaxBasedOnInvestmentIncomeAmt
Total Tax$5,601TotalTaxAmt
Distributable Before Adj$65,229DistributableBeforeAdjAmt
Distributable Before Ded$65,229DistributableBeforeDedAmt
Distributable As Adjusted$65,229DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,467,295ExpensesAndContributionsAmt
Qualifying Distributions$1,467,295QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,229DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,467,295QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$1,467,295RemainingDistriFromCorpusAmt
Total Corpus$1,467,295TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$65,229UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,467,295ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$1,467,295ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Hillsdale College
33 E College StHillsdaleMI49242501(c)(3)Charitable ContributionUniversity$500,000
Tunnel to Towers Foundation
2361 Hylan BoulevardStaten IslandNY10306501(c)(3)Charitable ContributionMilitary/FirstResponders$50,000
The Dream Center
2301 Bellevue AveLos AngelesCA90026501(c)(3)Charitable ContributionHelping the Needy$20,000
Samaritan's Purse
PO Box 3000BooneNC28607501(c)(3)Charitable ContributionHelping the Needy$20,000
Prison Fellowship
PO Box 1550MerrifeldVA22116501(c)(3)Charitable ContributionCounseling Inmates$20,000
The Covenant House
PO Box 96393WashingtonDC20077501(c)(3)Charitable ContributionYouth Counseling$20,000
Navigators
PO Box 6097Albert LeaMN56007501(c)(3)Charitable ContributionAddiction Counseling$20,000
National Association of Blind Veterans
200 E Wells StBaltimoreMD21230501(c)(3)Charitable ContributionHelping Blind Veterans$20,000
United Service Organizations
PO Box 96860WashingtonDC20077501(c)(3)Charitable ContributionSupporting theMilitary$20,000
VFW National Home for Children
3573 S Waverly RdEaton RapidsMI48827501(c)(3)Charitable ContributionSupporting MilitaryFamilies$20,000
American Bible Society
101 N Independence Mall East FL8PhiladelphiaPA19106501(c)(3)Charitable ContributionBible Study$20,000
Christian Parachurch Group
PO Box 628222OrlandoFL32862501(c)(3)Charitable ContributionReligious Organization$20,000
Help Heal Veterans
36585 Penfield LnWinchesterCA92596501(c)(3)Charitable ContributionHelping Veterans$20,000
Paralyzed Veterans of America
801 18th St NWWashingtonDC20006501(c)(3)Helping ParalyzedbutionHelping ParalyzedVeterans$20,000
Intl Fellowship of Christians & Jews
303 E Wacker Dr Suite 2300ChicagoIL60601501(c)(3)Charitable ContributionHelping NeedyChristians & Jews$20,000
Union Rescue Mission
545 San Pedro StLos AngelesCA90013501(c)(3)Charitable ContributionHelping the Needy$20,000
Fred Jordan Mission
445 Towne AveLos AngelesCA90013501(c)(3)Charitable ContributionHelping the NeedyReligious$20,000
Los Angeles Mission
PO Box 54059Los AngelesCA90054501(c)(3)Charitable ContributionHelping the Needy$20,000
Operation Blessing
977 Centerville TpkVirginia BeachVA23463501(c)(3)Charitable ContributionHelping the Needy$20,000
Cecile Stephens Charitable Foundation
PO Box 903Seal BeachCA90740501(c)(3)Charitable ContributionHelping the Needy$20,000
Inspyre One Foundation
500 N Willowbrook Ave NN-4ComptonCA90220501(c)(3)Charitable ContributionSupport ofCaregivers$10,000
Christ Church
635 Manhattan PlLos AngelesCA90005501(c)(3)Charitable ContributionSupport of Religious Activities; Rent Subsidy$375,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,295,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$417,701ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$417,701ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$417,701TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryChristian J. Ziegler AccountingCategoryTxt
Amt$74,710Amt
Disbursements Charitable Prps$37,355DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Ameriprise account #25196133$649,919$762,368
Raymond James account #1074$339,556$404,635
Raymond James account #4774$566,952$715,122
Raymond James account #7732$45,822$57,813
Next/Schwab account #5046$9,186,976$10,435,964

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Loan Receivable Christ Church$350,000$350,000
Loan Receivable Good Works$5,000,000$5,000,000
238 E. Vernon Ave., Los Angeles, CA 90011$2,426,858$2,426,858

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryChristian J. Ziegler LegalCategoryTxt
Legal Fees$174,324LegalFeesAmt
Disbursements Charitable Prps$87,162DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Postage$453$453
Tax Return Software Fee$52$52
Appraisal Fees$4,450$4,450
Insurance$17,561$17,561
Misc.$586$586

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Interest SHR TN$59,941$59,941
Interest Man Hs Res$79,954$79,954
Goodworks$75,000$75,000
AARP Death Benefit$3,999$3,999

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Structural Focus Engineering$3,000
Ameriprise Financial Advice$7,133$7,133
Raymond James Financial Advice$12,440$12,440
Charles Schwab Financial Advice$131,940$131,940

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