RIGHTS EDUCATION ADOPTION & PROTECTION FOR ANIMAL WELFARE FOUN: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RIGHTS EDUCATION ADOPTION & PROTECTION FOR ANIMAL WELFARE FOUN (EIN 06-1498082)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-14
- IRS object ID
- 202342269349101004
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-14T15:02:18-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 74-130 COUNTRY CLUB DR STE 106 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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/EX. DIRECT | PersonTitleTxt |
| Phone | 8084311335 | PhoneNum |
| Signature | 2023-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD B | PersonFirstNm |
| Person Last | BUCKLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW GONDA | PreparerPersonNm |
| PTIN | P01558932 | PTIN |
| Phone | 7606712345 | PhoneNum |
| Preparation | 2023-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,296,937 | 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 | $50,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $917,573 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $167,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,453 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,886 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,629 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,257 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,376 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $688 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $688 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $23,444 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,444 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,043 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $578 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,944 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,760 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,508 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,358 | CashBOYAmt |
| Cash EOY | $36,617 | CashEOYAmt |
| Cash EOYFMV | $36,617 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,217 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,217 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,217 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,967,136 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,971,306 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,258,235 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,182 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,445 | LandBOYAmt |
| Land EOY | $868 | LandEOYAmt |
| Land EOYFMV | $868 | LandEOYFMVAmt |
| Total Assets BOY | $2,020,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,010,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,296,937 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $8,538 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $8,538 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,020,156 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,001,470 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,020,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,001,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,020,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,010,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,020,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,686 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,001,470 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,001,470 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,947 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $216 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $216 | SubtotalAmt |
| Tax Based On Investment Income | $216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,217 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,217 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,001 | OverpaymentAmt |
| Applied To ES Tax | $1,001 | 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 |
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| OWEN BUCKLEY | |||||||||
| 146 PIERREPONT ST | APT 14-A | BROOKLYN | NY | 11201 | VP / TREASUR | 0.50 | $0 | $0 | $0 |
| MARK G SKLARZ | |||||||||
| ONE AUDUBON STREET | 6TH FLOOR | NEW HAVEN | CT | 06511 | SECRETARY | 0.50 | $0 | $0 | $0 |
| RICHARD B BUCKLEY | |||||||||
| 716 ELK CLOVER CIR | PALM DESERT | CA | 92211 | PRESIDENT/EX | 13.00 | $64,886 | $0 | $0 | |
| HANK LEVAUR | |||||||||
| 806 KUMULANI DRIVE | KIHEI | HI | 96753 | BOARD OF DIR | 1.00 | $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 | $2,399,598 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,074 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,434,672 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,434,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,398,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,908 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $216 | TotalTaxAmt |
| Distributable Before Adj | $119,692 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $119,692 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $119,692 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,735 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $133,735 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $94,007 | UndistributedIncomePYAmt |
| Qualifying Distributions | $133,735 | QualifyingDistributionsAmt |
| Applied To Year1 | $94,007 | AppliedToYear1Amt |
| Applied To Current Year | $39,728 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $79,964 | UndistributedIncomeCYAmt |
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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANIMAL SAMARITANS SPCA | ||||||||
| 72307 RAMON RD | THOUSAND PALMS | CA | 92276 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ASSISTANCE DOGS OF HAWAII | ||||||||
| PO BOX 1803 | MAKAWAO | HI | 96768 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BRANFORD COMPASSION CLUB | ||||||||
| PO BOX 768 | BRANFORD | CT | 06405 | NONE | PC | GENERAL OPERATING | $1,000 | |
| COACHELLA VALLEY HORSE RESCUE | ||||||||
| PO BOX 809 | INDIO | CA | 92202 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CONNECTICUT FOOD BANK | ||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | NONE | PC | GENERAL OPERATING | $4,000 | |
| CT DRAFT HORSE RESCUE | ||||||||
| 15 ROCK LANDING | HADDAM NECK | CT | 06424 | NONE | PC | GENERAL OPERATING | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FAMILY LIFE CENTER INC | ||||||||
| 95 SOUTH KING STREET | KAHULUI | HI | 96732 | NONE | PC | GENERAL OPERATING | $2,000 | |
| FIDELCO GUIDE DOG FOUNDATION | ||||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | NONE | PC | GENERAL OPERATING | $3,000 | |
| GREYHOUND RESCUE & REHABILITATION | ||||||||
| PO BOX 572 | CROSS RIVER | NY | 10518 | NONE | PC | GENERAL OPERATING | $5,000 | |
| HOPE ALLIANCE FOR ANIMALS | ||||||||
| 2 ROAST MEAT HILL ROAD | KILLINGSWORTH | CT | 06419 | NONE | PC | GENERAL OPERATING | $5,000 | |
| 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 | $3,000 | |
| HUMANE SOCIETY OF THE DESERT | ||||||||
| 17825 N INDIAN CANYON DR | NORTH PALM SPRINGS | CA | 92258 | NONE | PC | GENERAL OPERATING | $30 | |
| IMUA FAMILY SERVICES | ||||||||
| 161 S WAKEA AVENUE | KAHULUI | HI | 96732 | NONE | PC | GENERAL OPERATING | $5,000 | |
| JOHN SWAIN | ||||||||
| 600 HAWK HILL | PALM DESERT | CA | 92211 | NONE | PC | GENERAL OPERATING | $2,000 | |
| JOSLYN CENTER | ||||||||
| 73750 CATALINA WAY | PALM DESERT | CA | 92260 | NONE | PC | GENERAL OPERATING | $4,000 | |
| MANA' OLANA | ||||||||
| PO BOX 588 | KIHEI | HI | 96753 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MOLLY HUMANE SOCIETY | ||||||||
| 17825 N INDIAN CANYON DR | PALM SPRINGS | CA | 92258 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MARTHA'S VILLAGE | ||||||||
| 83791 DATE AVE | INDIO | CA | 92201 | NONE | NC | GENERAL OPERATING | $3,000 | |
| MAUI CANCER WELLNESS RETREAT | ||||||||
| PO BOX 881199 | PUKALANI | HI | 96788 | NONE | PC | GENERAL OPERATING | $1,000 | |
| MCCALLUM | ||||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NEW HAVEN ANIMAL SHELTER | ||||||||
| PO BOX 9056 | NEW HAVEN | CT | 06532 | NONE | PC | GENERAL OPERATING | $3,000 | |
| SALVATION ARMY | ||||||||
| PO BOX 620 | HONOLULU | HI | 96809 | NONE | PC | GENERAL OPERATING | $4,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PC | GENERAL OPERATING | $5,000 | SUITE 400 |
| SHRINERS HOSPITAL | ||||||||
| 1310 PUNAHOU STREET | HONOLULU | HI | 96826 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ST JUDES CHILDRENS HOSPITAL | ||||||||
| 501 V ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL OPERATING | $2,000 | |
| THE GREATER NEW HAVEN CAT PROJECT | ||||||||
| PO BOX 1432 | NEW HAVEN | CT | 06505 | NONE | PC | GENERAL OPERATING | $3,000 | |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,030 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $167,615 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,615 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE FURNITURE | PropertyDesc |
| Acquired | 2017-07-07 | AcquiredDt |
| Cost Or Other Basis | $4,050 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,604 | PriorYearDepreciationAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 7.0000 | LifeRt |
| Current Year Expense | $578 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| WELLS FARGO 1571 S/T COVERED | PURCHASE | $5,413 | $8,053 | -$2,640 |
| WELLS FARGO 1571 L/T COVERED | PURCHASE | $101,098 | $62,149 | $38,949 |
| WELLS FARGO 1571 L/T NONCOVERED | PURCHASE | $535 | $59 | $476 |
| WELLS FARGO 2125 S/T COVERED | PURCHASE | $427,019 | $432,932 | -$5,913 |
| WELLS FARGO 2125 S/T NONCOVERED | PURCHASE | $18,682 | $20,271 | -$1,589 |
| WELLS FARGO 2125 L/T COVERED | PURCHASE | $75,158 | $80,775 | -$5,617 |
| WELLS FARGO 2125 L/T UNCOVERED | PURCHASE | $49,977 | $51,686 | -$1,709 |
| WELLS FARGO 4458 S/T COVERED | PURCHASE | $6,629 | $11,887 | -$5,258 |
| WELLS FARGO 4458 L/T COVERED | PURCHASE | $116,656 | $76,799 | $39,857 |
| WELLS FARGO 4458 L/T COVERED | PURCHASE | $32,387 | $6,838 | $25,549 |
| WELLS FARGO 7671 S/T COVERED | PURCHASE | $5,632 | $5,463 | $169 |
| WELLS FARGO 7671 L/T COVERED | PURCHASE | $66,407 | $43,552 | $22,855 |
| WELLS FARGO 7671 S/T NONCOVERED | PURCHASE | $33 | $33 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO -VARIOUS | StockNm |
| EOY Book Value | $1,971,306 | EOYBookValueAmt |
| EOYFMV | $2,258,235 | EOYFMVAmt |
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 | $3,182 | AccumulatedDepreciationAmt |
| Book Value | $868 | BookValueAmt |
| EOYFMV | $868 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,376 | LegalFeesAmt |
| Net Investment Income | $688 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $688 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $365 | $110 | $255 |
| OFFICE EXPENSES | $2,823 | $847 | $1,976 |
| INSURANCE | $756 | $227 | $529 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $23,444 | Amt |
| Net Investment Income | $23,444 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $5,043 | Amt |