DAVID CHOW HUMANITARIAN AWARD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DAVID CHOW HUMANITARIAN AWARD FOUNDATION (EIN 33-6181586)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349108094
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:43:36-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330532641 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAIMONDO PETTIT GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21515 HAWTHORNE BL 1250 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 905036583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336181586 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID CHOW HUMANITARIAN AWARD | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 9498528181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO DAN HALES 2372 MORSE AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL C HALES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9498528181 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | HALES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN S FUKUTO CPA | PreparerPersonNm |
| PTIN | P00292761 | PTIN |
| Phone | 3105405990 | PhoneNum |
| Preparation | 2022-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,107,376 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,650 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $240,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $240,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $9,437 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $75 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $295,725 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,725 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $250,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $190,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $37,847 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $37,847 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,975 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,975 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $94,191 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $94,191 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $73,844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73,844 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $528,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $334,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $194,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $572,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $334,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $238,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$276,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $745,730 | CorporateStockBOYAmt |
| Corporate Stock EOY | $745,709 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,089,412 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,411,075 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,095,370 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $5,409,896 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $5,315,705 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,650,789 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $177,503 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $181,419 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $367,175 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,333,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,242,833 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,107,376 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $583,078 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $769,314 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $583,078 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $769,314 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,750,051 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,473,519 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,750,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,473,519 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,333,129 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,242,833 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,750,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$276,532 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,473,519 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,473,519 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VMWARE INC | PropertyDesc |
| Acquired | 2009-10-12 | AcquiredDt |
| Sold | 2021-11-02 | SoldDt |
| Gross Sales Price | $98 | GrossSalesPriceAmt |
| Cost Or Other Basis | $23 | CostOrOtherBasisAmt |
| Gain Or Loss | $75 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $75 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,445 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,445 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,445 | OverpaymentAmt |
| Applied To ES Tax | $3,445 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DAVIDCHOWFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL C HALES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9498528181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2372 MORSE AVE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL C HALES ESQ | ||||||||
| 2372 MORSE AVENUE | IRVINE | CA | 92614 | TRUSTEE | 5.00 | $50,000 | $0 | $0 |
| HARRY WONG | ||||||||
| 1144 HILLCREST AVENUE | PASADENA | CA | 91106 | TRUSTEE | 5.00 | $50,000 | $0 | $0 |
| CURTIS F WONG | ||||||||
| 4201 W VANOVEN PLACE | BURBANK | CA | 91505 | TRUSTEE | 5.00 | $50,000 | $0 | $0 |
| DAVID FREEMAN | ||||||||
| 25837 OAK STREET 220 | LOMITA | CA | 90717 | TRUSTEE | 5.00 | $50,000 | $0 | $0 |
| RUDY HILL | ||||||||
| 311 N ROBERTSON BLVD 904 | BEVERLY HILLS | CA | 90211 | TRUSTEE | 5.00 | $50,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RECOGNIZES & REWARDS DEDICATED AND CARING HUMANITARIANS FOUND AMONG CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, AND EDUCATIONAL ORGANIZATIONS THAT PROMOTE MAN'S HUMANITY. | Description1Txt |
| Expenses1 | $44,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,862,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,650,789 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,513,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,513,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,385,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $419,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $419,293 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $419,293 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $419,293 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $419,293 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $238,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $238,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $419,293 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $148,285 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $238,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $148,285 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $329,378 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DANIEL C HALES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2372 MORSE AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9498528181 | RecipientPhoneNum |
| Form And Info And Materials | A NOMINATION FORM AND THREE ENDORSEMENT FORMS ARE REQUIRED. THE NOMINATION FORM SHOULD INCLUDE DETAILS ON THE NOMINEE'S HUMANTIARIAN SERVICE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE HUMAN PROGRESS FOUNDATION | |||||||
| 2372 MORSE AVENUE | IRVINE | CA | 92614 | RELATED ORGANIZATION | PF | HUMANITARIAN AWARD | $25,000 |
| JESSIE C BARBOUR | |||||||
| 2372 MORSE AVENUE | IRVINE | CA | 92614 | NONE | I | HUMANITARIAN AWARD | $7,000 |
| WARREN OBERST | |||||||
| 2372 MORSE AVENUE | IRVINE | CA | 92614 | NONE | I | HUMANITARIAN AWARD | $10,000 |
| KRISTIE SULLIVAN | |||||||
| 2372 MORSE AVENUE | IRVINE | CA | 92614 | NONE | I | HUMANITARIAN AWARD | $1,000 |
| JOANNI FELICIANO | |||||||
| 2372 MORSE AVENUE | IRVINE | CA | 92614 | NONE | I | HUMANITARIAN AWARD | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,650 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $9,437 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,162 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,162 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,400 | Amt |
| Net Investment Income | $4,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (178 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2012-06-01 | $313,500 | $68,658 | SL | 39.000000000000 | $8,038 | $8,038 |
| LAND | 2012-06-01 | $2,536,500 | L | $0 | $0 | ||
| FURNITURE AND FIXTURES | 2012-06-01 | $20,000 | $10,000 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2012-06-01 | $1,682 | $841 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2012-06-01 | $20,608 | $10,304 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2012-06-01 | $65,000 | $32,500 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2012-06-01 | $15,235 | $7,617 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2012-06-01 | $3,547 | $1,773 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2012-06-01 | $9,500 | $4,750 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2012-06-01 | $15,910 | $7,955 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2012-06-01 | $20,000 | $10,000 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2012-06-01 | $5,000 | $2,500 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2012-06-01 | $10,000 | $5,000 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2012-06-01 | $1,500 | $750 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $10,000 | $2,187 | SL | 39.000000000000 | $256 | $256 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $10,000 | $2,187 | SL | 39.000000000000 | $256 | $256 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $16,000 | $3,502 | SL | 39.000000000000 | $410 | $410 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $238,462 | $52,224 | SL | 39.000000000000 | $6,114 | $6,114 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $4,200 | $922 | SL | 39.000000000000 | $108 | $108 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $5,120 | $1,119 | SL | 39.000000000000 | $131 | $131 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $384,626 | $84,238 | SL | 39.000000000000 | $9,862 | $9,862 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $2,500 | $547 | SL | 39.000000000000 | $64 | $64 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $5,000 | $1,093 | SL | 39.000000000000 | $128 | $128 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $2,345 | $513 | SL | 39.000000000000 | $60 | $60 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $980 | $214 | SL | 39.000000000000 | $25 | $25 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $5,258 | $1,153 | SL | 39.000000000000 | $135 | $135 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $318,748 | $69,811 | SL | 39.000000000000 | $8,173 | $8,173 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $102,975 | $22,550 | SL | 39.000000000000 | $2,640 | $2,640 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $31,276 | $6,850 | SL | 39.000000000000 | $802 | $802 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $7,873 | $1,725 | SL | 39.000000000000 | $202 | $202 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $15,000 | $3,288 | SL | 39.000000000000 | $385 | $385 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $15,000 | $3,288 | SL | 39.000000000000 | $385 | $385 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $365 | $77 | SL | 39.000000000000 | $9 | $9 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $55,000 | $12,044 | SL | 39.000000000000 | $1,410 | $1,410 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $431 | $94 | SL | 39.000000000000 | $11 | $11 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,027 | $222 | SL | 39.000000000000 | $26 | $26 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $505 | $111 | SL | 39.000000000000 | $13 | $13 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $750 | $162 | SL | 39.000000000000 | $19 | $19 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $59,223 | $12,975 | SL | 39.000000000000 | $1,519 | $1,519 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $9,590 | $2,101 | SL | 39.000000000000 | $246 | $246 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $157 | $34 | SL | 39.000000000000 | $4 | $4 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $102,717 | $22,499 | SL | 39.000000000000 | $2,634 | $2,634 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,132 | $248 | SL | 39.000000000000 | $29 | $29 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $99,943 | $21,892 | SL | 39.000000000000 | $2,563 | $2,563 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $2,350 | $513 | SL | 39.000000000000 | $60 | $60 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $61,642 | $13,504 | SL | 39.000000000000 | $1,581 | $1,581 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $701 | $154 | SL | 39.000000000000 | $18 | $18 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $6,660 | $1,461 | SL | 39.000000000000 | $171 | $171 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $56,572 | $12,394 | SL | 39.000000000000 | $1,451 | $1,451 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,200 | $265 | SL | 39.000000000000 | $31 | $31 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $715 | $154 | SL | 39.000000000000 | $18 | $18 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $15,571 | $3,408 | SL | 39.000000000000 | $399 | $399 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $56,827 | $12,445 | SL | 39.000000000000 | $1,457 | $1,457 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $71,509 | $15,665 | SL | 39.000000000000 | $1,834 | $1,834 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $173 | $34 | SL | 39.000000000000 | $4 | $4 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $4,100 | $897 | SL | 39.000000000000 | $105 | $105 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $103,604 | $22,695 | SL | 39.000000000000 | $2,657 | $2,657 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $8,387 | $1,836 | SL | 39.000000000000 | $215 | $215 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $72,063 | $15,785 | SL | 39.000000000000 | $1,848 | $1,848 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $3,900 | $854 | SL | 39.000000000000 | $100 | $100 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $3,932 | $863 | SL | 39.000000000000 | $101 | $101 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $481 | $103 | SL | 39.000000000000 | $12 | $12 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $15,134 | $3,314 | SL | 39.000000000000 | $388 | $388 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $50,000 | $10,950 | SL | 39.000000000000 | $1,282 | $1,282 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $250 | $51 | SL | 39.000000000000 | $6 | $6 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $54,627 | $11,967 | SL | 39.000000000000 | $1,401 | $1,401 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $50 | $9 | SL | 39.000000000000 | $1 | $1 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $19,016 | $4,168 | SL | 39.000000000000 | $488 | $488 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $300 | $68 | SL | 39.000000000000 | $8 | $8 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $112,249 | $24,583 | SL | 39.000000000000 | $2,878 | $2,878 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $285 | $60 | SL | 39.000000000000 | $7 | $7 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $12,387 | $2,716 | SL | 39.000000000000 | $318 | $318 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $113,322 | $24,822 | SL | 39.000000000000 | $2,906 | $2,906 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $713 | $154 | SL | 39.000000000000 | $18 | $18 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $27 | $8 | SL | 39.000000000000 | $1 | $1 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $2,036 | $444 | SL | 39.000000000000 | $52 | $52 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $9,998 | $2,187 | SL | 39.000000000000 | $256 | $256 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $2,439 | $538 | SL | 39.000000000000 | $63 | $63 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $90,285 | $19,774 | SL | 39.000000000000 | $2,315 | $2,315 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $3,700 | $811 | SL | 39.000000000000 | $95 | $95 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $40,000 | $8,764 | SL | 39.000000000000 | $1,026 | $1,026 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $568 | $128 | SL | 39.000000000000 | $15 | $15 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $79 | $17 | SL | 39.000000000000 | $2 | $2 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $30,000 | $6,569 | SL | 39.000000000000 | $769 | $769 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $3,735 | $820 | SL | 39.000000000000 | $96 | $96 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $17,449 | $3,818 | SL | 39.000000000000 | $447 | $447 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $120 | $26 | SL | 39.000000000000 | $3 | $3 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $20,000 | $4,382 | SL | 39.000000000000 | $513 | $513 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $400 | $86 | SL | 39.000000000000 | $10 | $10 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $15,000 | $3,288 | SL | 39.000000000000 | $385 | $385 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $5,133 | $1,127 | SL | 39.000000000000 | $132 | $132 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $25,713 | $5,629 | SL | 39.000000000000 | $659 | $659 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $6,000 | $1,315 | SL | 39.000000000000 | $154 | $154 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $10,000 | $2,187 | SL | 39.000000000000 | $256 | $256 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $40,000 | $8,764 | SL | 39.000000000000 | $1,026 | $1,026 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $13,172 | $2,887 | SL | 39.000000000000 | $338 | $338 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $2,635 | $581 | SL | 39.000000000000 | $68 | $68 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $673 | $145 | SL | 39.000000000000 | $17 | $17 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $2,945 | $649 | SL | 39.000000000000 | $76 | $76 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $20,000 | $4,382 | SL | 39.000000000000 | $513 | $513 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $376 | $85 | SL | 39.000000000000 | $10 | $10 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $10,529 | $2,306 | SL | 39.000000000000 | $270 | $270 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $65 | $17 | SL | 39.000000000000 | $2 | $2 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $4,222 | $923 | SL | 39.000000000000 | $108 | $108 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $238 | $51 | SL | 39.000000000000 | $6 | $6 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $632 | $137 | SL | 39.000000000000 | $16 | $16 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $30,000 | $6,569 | SL | 39.000000000000 | $769 | $769 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $45 | $9 | SL | 39.000000000000 | $1 | $1 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $12,000 | $2,631 | SL | 39.000000000000 | $308 | $308 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $5,000 | $1,093 | SL | 39.000000000000 | $128 | $128 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $6,000 | $1,315 | SL | 39.000000000000 | $154 | $154 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $13,755 | $3,015 | SL | 39.000000000000 | $353 | $353 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,500 | $325 | SL | 39.000000000000 | $38 | $38 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $2,000 | $436 | SL | 39.000000000000 | $51 | $51 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $5,000 | $1,093 | SL | 39.000000000000 | $128 | $128 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $11,500 | $2,520 | SL | 39.000000000000 | $295 | $295 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,885 | $410 | SL | 39.000000000000 | $48 | $48 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $7,500 | $1,640 | SL | 39.000000000000 | $192 | $192 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $10,000 | $2,187 | SL | 39.000000000000 | $256 | $256 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $5,000 | $1,093 | SL | 39.000000000000 | $128 | $128 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $41,000 | $8,977 | SL | 39.000000000000 | $1,051 | $1,051 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,821 | $401 | SL | 39.000000000000 | $47 | $47 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $21,642 | $4,741 | SL | 39.000000000000 | $555 | $555 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $8,000 | $1,751 | SL | 39.000000000000 | $205 | $205 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $2,374 | $521 | SL | 39.000000000000 | $61 | $61 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $4,000 | $880 | SL | 39.000000000000 | $103 | $103 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $13,406 | $2,938 | SL | 39.000000000000 | $344 | $344 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $40 | $9 | SL | 39.000000000000 | $1 | $1 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $8,411 | $1,845 | SL | 39.000000000000 | $216 | $216 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $4,678 | $1,025 | SL | 39.000000000000 | $120 | $120 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $3,000 | $658 | SL | 39.000000000000 | $77 | $77 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $778 | $171 | SL | 39.000000000000 | $20 | $20 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $640 | $137 | SL | 39.000000000000 | $16 | $16 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,549 | $342 | SL | 39.000000000000 | $40 | $40 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $9,987 | $2,187 | SL | 39.000000000000 | $256 | $256 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,509 | $333 | SL | 39.000000000000 | $39 | $39 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $2,716 | $598 | SL | 39.000000000000 | $70 | $70 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $6,281 | $1,375 | SL | 39.000000000000 | $161 | $161 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $3,627 | $794 | SL | 39.000000000000 | $93 | $93 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,205 | $265 | SL | 39.000000000000 | $31 | $31 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $3,100 | $675 | SL | 39.000000000000 | $79 | $79 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $825 | $179 | SL | 39.000000000000 | $21 | $21 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $876 | $188 | SL | 39.000000000000 | $22 | $22 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $3,100 | $675 | SL | 39.000000000000 | $79 | $79 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $535 | $119 | SL | 39.000000000000 | $14 | $14 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $3,080 | $675 | SL | 39.000000000000 | $79 | $79 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,208 | $265 | SL | 39.000000000000 | $31 | $31 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,208 | $265 | SL | 39.000000000000 | $31 | $31 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,610 | $350 | SL | 39.000000000000 | $41 | $41 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,175 | $256 | SL | 39.000000000000 | $30 | $30 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $3,663 | $803 | SL | 39.000000000000 | $94 | $94 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $10,000 | $2,187 | SL | 39.000000000000 | $256 | $256 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $3,000 | $658 | SL | 39.000000000000 | $77 | $77 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $150 | $34 | SL | 39.000000000000 | $4 | $4 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $1,350 | $299 | SL | 39.000000000000 | $35 | $35 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $8,948 | $1,956 | SL | 39.000000000000 | $229 | $229 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $25,401 | $5,561 | SL | 39.000000000000 | $651 | $651 |
| LEASEHOLD IMPROVEMENTS | 2012-06-01 | $20,703 | $4,536 | SL | 39.000000000000 | $531 | $531 |
| LEASEHOLD IMPROVEMENTS | 2013-01-16 | $2,965 | $605 | SL | 39.000000000000 | $76 | $76 |
| LEASEHOLD IMPROVEMENTS | 2013-01-23 | $6,422 | $1,313 | SL | 39.000000000000 | $165 | $165 |
| LEASEHOLD IMPROVEMENTS | 2013-03-07 | $5,655 | $1,130 | SL | 39.000000000000 | $145 | $145 |
| LEASEHOLD IMPROVEMENTS | 2013-04-03 | $12,000 | $2,374 | SL | 39.000000000000 | $308 | $308 |
| LEASEHOLD IMPROVEMENTS | 2013-07-21 | $1,200 | $231 | SL | 39.000000000000 | $31 | $31 |
| SURVEILLANCE EQUIPMENT | 2013-09-16 | $2,044 | $1,022 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2016-06-30 | $85,000 | $9,897 | SL | 39.000000000000 | $2,179 | $2,179 |
| FURNITURE AND FIXTURES | 2016-06-30 | $2,820 | $1,095 | 200DB | 7.000000000000 | $126 | $403 |
| LEASEHOLD IMPROVEMENTS | 2016-10-07 | $5,616 | $606 | SL | 39.000000000000 | $144 | $144 |
| FURNITURE AND FIXTURES | 2017-01-19 | $6,762 | $2,325 | 200DB | 7.000000000000 | $302 | $966 |
| FURNITURE AND FIXTURES | 2017-02-28 | $9,226 | $3,172 | 200DB | 7.000000000000 | $412 | $1,318 |
| LEASEHOLD IMPROVEMENTS | 2017-01-13 | $21,900 | $2,224 | SL | 39.000000000000 | $562 | $562 |
| LEASEHOLD IMPROVEMENTS | 2017-02-27 | $22,000 | $2,186 | SL | 39.000000000000 | $564 | $564 |
| LEASEHOLD IMPROVEMENTS | 2017-02-28 | $25,502 | $1,962 | SL | 39.000000000000 | $654 | $654 |
| LEASEHOLD IMPROVEMENTS | 2017-03-17 | $22,540 | $2,192 | SL | 39.000000000000 | $578 | $578 |
| LEASEHOLD IMPROVEMENTS | 2017-04-24 | $13,860 | $1,317 | SL | 39.000000000000 | $355 | $355 |
| LEASEHOLD IMPROVEMENTS | 2017-05-23 | $23,524 | $2,186 | SL | 39.000000000000 | $603 | $603 |
| LEASEHOLD IMPROVEMENTS | 2017-06-30 | $3,000 | $273 | SL | 39.000000000000 | $77 | $77 |
| LEASEHOLD IMPROVEMENTS | 2017-09-08 | $3,020 | $254 | SL | 39.000000000000 | $77 | $77 |
| LEASEHOLD IMPROVEMENTS | 2017-10-17 | $2,164 | $177 | SL | 39.000000000000 | $55 | $55 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUMAN PROGRESS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2372 MORSE AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-12-31 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | THE HUMAN PROGRESS FOUNDATION'S ("FOUNDATION") GOAL IS TO PROMOTE THE EXPANSION OF HUMAN KNOWLEDGE AND IMPROVEMENT IN THE QUALITY OF THE HUMAN CONDITION. | PurposeOfGrantTxt |
| Expended By Grantee | $300 | ExpendedByGranteeAmt |
| Verification | 2022-11-01 | VerificationDt |
| Results Of Verification | THE FOUNDATION RECEIVED THE FUNDS TOWARDS THE END OF THEIR YEAR. THEY DID NOT EXPEND ALL THEY RECEIVED AS OF DECEMBER 31, 2021. TO THE GRANTOR'S KNOWLEDGE, AS OF DECEMBER 31, 2021, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT. THE FOUNDATION PROVIDED RECORDS ON 11/01/22 CONFIRMING THE $300 DISTRIBUTION BY 12/31/21. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 120 SHS ALCON INC | $3,945 | $10,454 |
| 50 SHS ALPHABET INC CLASS A | $13,696 | $144,852 |
| 50 SHS ALPHABET INC CLASS C | $13,614 | $144,680 |
| 12,000 SHS APPLE INC | $99,059 | $2,130,840 |
| 300 SHS ARCHER-DANIELS MKDLN | $14,097 | $20,277 |
| 1,799 SHS BAYTEX ENERGY CORP | $22,205 | $5,564 |
| 400 SHS BOEING CO | $35,080 | $80,528 |
| 2,000 SHS BP PLC | $82,467 | $53,260 |
| 1,500 SHS CANADIAN PAC RAILWAY | $19,495 | $107,910 |
| 1,000 SHS CISCO SYSTEMS INC | $24,165 | $63,370 |
| 300 SHS CONSOLIDATED EDISON | $12,747 | $25,596 |
| 213 SHS CORTEVA INC | $3,587 | $10,071 |
| 442 SHS DELL TECHNOLOGIES | $5,650 | $24,827 |
| 213 SHS DOW INC | $7,005 | $12,081 |
| 213 SHS DUPONT DE NEMOURS INC | $10,280 | $17,206 |
| 75 SHS GENERAL ELECTRIC CO | $22,329 | $7,085 |
| 500 SHS GILEAD SCIENCES INC | $11,572 | $36,305 |
| 500 SHS GLAXOSMITHKLINE PLC | $25,181 | $22,050 |
| 400 SHS JOHNSON & JOHNSON | $26,689 | $68,428 |
| 200 SHS LOCKHEED MARTIN CORP | $21,062 | $71,082 |
| 600 SHS NOVARTIS AG | $28,346 | $52,482 |
| 700 SHS PROCTER & GAMBLE | $34,916 | $114,506 |
| 300 SHS SCHUMBERGER LTD | $29,638 | $8,985 |
| 1000 SHS SIEMENS A G | $48,260 | $86,600 |
| 800 SHS THE COCA COLA COMPANY | $24,613 | $47,368 |
| 300 SHS UNITEDHEALTH GRP INC | $17,170 | $150,642 |
| 1,600 SHS VISA INC | $28,525 | $346,736 |
| 194 SHS VMWARE INC | $5,875 | $22,481 |
| 3 SHS WABTEC | $234 | $276 |
| 1,000 SHS WALT DISNEY CO | $23,827 | $154,890 |
| 1,000 SHS WELLS FARGO BK N A | $30,380 | $47,980 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (182 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $313,500 | $76,696 | $236,804 |
| LAND | $2,536,500 | $0 | $2,536,500 |
| FURNITURE AND FIXTURES | $20,000 | $20,000 | $0 |
| FURNITURE AND FIXTURES | $1,682 | $1,682 | $0 |
| FURNITURE AND FIXTURES | $20,608 | $20,608 | $0 |
| FURNITURE AND FIXTURES | $65,000 | $65,000 | $0 |
| FURNITURE AND FIXTURES | $15,235 | $15,235 | $0 |
| FURNITURE AND FIXTURES | $3,547 | $3,547 | $0 |
| FURNITURE AND FIXTURES | $9,500 | $9,500 | $0 |
| FURNITURE AND FIXTURES | $15,910 | $15,910 | $0 |
| FURNITURE AND FIXTURES | $20,000 | $20,000 | $0 |
| FURNITURE AND FIXTURES | $5,000 | $5,000 | $0 |
| FURNITURE AND FIXTURES | $10,000 | $10,000 | $0 |
| FURNITURE AND FIXTURES | $1,500 | $1,500 | $0 |
| LEASEHOLD IMPROVEMENTS | $10,000 | $2,443 | $7,557 |
| LEASEHOLD IMPROVEMENTS | $10,000 | $2,443 | $7,557 |
| LEASEHOLD IMPROVEMENTS | $16,000 | $3,912 | $12,088 |
| LEASEHOLD IMPROVEMENTS | $238,462 | $58,338 | $180,124 |
| LEASEHOLD IMPROVEMENTS | $4,200 | $1,030 | $3,170 |
| LEASEHOLD IMPROVEMENTS | $5,120 | $1,250 | $3,870 |
| LEASEHOLD IMPROVEMENTS | $384,626 | $94,100 | $290,526 |
| LEASEHOLD IMPROVEMENTS | $2,500 | $611 | $1,889 |
| LEASEHOLD IMPROVEMENTS | $5,000 | $1,221 | $3,779 |
| LEASEHOLD IMPROVEMENTS | $2,345 | $573 | $1,772 |
| LEASEHOLD IMPROVEMENTS | $980 | $239 | $741 |
| LEASEHOLD IMPROVEMENTS | $5,258 | $1,288 | $3,970 |
| LEASEHOLD IMPROVEMENTS | $318,748 | $77,984 | $240,764 |
| LEASEHOLD IMPROVEMENTS | $102,975 | $25,190 | $77,785 |
| LEASEHOLD IMPROVEMENTS | $31,276 | $7,652 | $23,624 |
| LEASEHOLD IMPROVEMENTS | $7,873 | $1,927 | $5,946 |
| LEASEHOLD IMPROVEMENTS | $15,000 | $3,673 | $11,327 |
| LEASEHOLD IMPROVEMENTS | $15,000 | $3,673 | $11,327 |
| LEASEHOLD IMPROVEMENTS | $365 | $86 | $279 |
| LEASEHOLD IMPROVEMENTS | $55,000 | $13,454 | $41,546 |
| LEASEHOLD IMPROVEMENTS | $431 | $105 | $326 |
| LEASEHOLD IMPROVEMENTS | $1,027 | $248 | $779 |
| LEASEHOLD IMPROVEMENTS | $505 | $124 | $381 |
| LEASEHOLD IMPROVEMENTS | $750 | $181 | $569 |
| LEASEHOLD IMPROVEMENTS | $59,223 | $14,494 | $44,729 |
| LEASEHOLD IMPROVEMENTS | $9,590 | $2,347 | $7,243 |
| LEASEHOLD IMPROVEMENTS | $157 | $38 | $119 |
| LEASEHOLD IMPROVEMENTS | $102,717 | $25,133 | $77,584 |
| LEASEHOLD IMPROVEMENTS | $1,132 | $277 | $855 |
| LEASEHOLD IMPROVEMENTS | $99,943 | $24,455 | $75,488 |
| LEASEHOLD IMPROVEMENTS | $2,350 | $573 | $1,777 |
| LEASEHOLD IMPROVEMENTS | $61,642 | $15,085 | $46,557 |
| LEASEHOLD IMPROVEMENTS | $701 | $172 | $529 |
| LEASEHOLD IMPROVEMENTS | $6,660 | $1,632 | $5,028 |
| LEASEHOLD IMPROVEMENTS | $56,572 | $13,845 | $42,727 |
| LEASEHOLD IMPROVEMENTS | $1,200 | $296 | $904 |
| LEASEHOLD IMPROVEMENTS | $715 | $172 | $543 |
| LEASEHOLD IMPROVEMENTS | $15,571 | $3,807 | $11,764 |
| LEASEHOLD IMPROVEMENTS | $56,827 | $13,902 | $42,925 |
| LEASEHOLD IMPROVEMENTS | $71,509 | $17,499 | $54,010 |
| LEASEHOLD IMPROVEMENTS | $173 | $38 | $135 |
| LEASEHOLD IMPROVEMENTS | $4,100 | $1,002 | $3,098 |
| LEASEHOLD IMPROVEMENTS | $103,604 | $25,352 | $78,252 |
| LEASEHOLD IMPROVEMENTS | $8,387 | $2,051 | $6,336 |
| LEASEHOLD IMPROVEMENTS | $72,063 | $17,633 | $54,430 |
| LEASEHOLD IMPROVEMENTS | $3,900 | $954 | $2,946 |
| LEASEHOLD IMPROVEMENTS | $3,932 | $964 | $2,968 |
| LEASEHOLD IMPROVEMENTS | $481 | $115 | $366 |
| LEASEHOLD IMPROVEMENTS | $15,134 | $3,702 | $11,432 |
| LEASEHOLD IMPROVEMENTS | $50,000 | $12,232 | $37,768 |
| LEASEHOLD IMPROVEMENTS | $250 | $57 | $193 |
| LEASEHOLD IMPROVEMENTS | $54,627 | $13,368 | $41,259 |
| LEASEHOLD IMPROVEMENTS | $50 | $10 | $40 |
| LEASEHOLD IMPROVEMENTS | $19,016 | $4,656 | $14,360 |
| LEASEHOLD IMPROVEMENTS | $300 | $76 | $224 |
| LEASEHOLD IMPROVEMENTS | $112,249 | $27,461 | $84,788 |
| LEASEHOLD IMPROVEMENTS | $285 | $67 | $218 |
| LEASEHOLD IMPROVEMENTS | $12,387 | $3,034 | $9,353 |
| LEASEHOLD IMPROVEMENTS | $113,322 | $27,728 | $85,594 |
| LEASEHOLD IMPROVEMENTS | $713 | $172 | $541 |
| LEASEHOLD IMPROVEMENTS | $27 | $9 | $18 |
| LEASEHOLD IMPROVEMENTS | $2,036 | $496 | $1,540 |
| LEASEHOLD IMPROVEMENTS | $9,998 | $2,443 | $7,555 |
| LEASEHOLD IMPROVEMENTS | $2,439 | $601 | $1,838 |
| LEASEHOLD IMPROVEMENTS | $90,285 | $22,089 | $68,196 |
| LEASEHOLD IMPROVEMENTS | $3,700 | $906 | $2,794 |
| LEASEHOLD IMPROVEMENTS | $40,000 | $9,790 | $30,210 |
| LEASEHOLD IMPROVEMENTS | $568 | $143 | $425 |
| LEASEHOLD IMPROVEMENTS | $79 | $19 | $60 |
| LEASEHOLD IMPROVEMENTS | $30,000 | $7,338 | $22,662 |
| LEASEHOLD IMPROVEMENTS | $3,735 | $916 | $2,819 |
| LEASEHOLD IMPROVEMENTS | $17,449 | $4,265 | $13,184 |
| LEASEHOLD IMPROVEMENTS | $120 | $29 | $91 |
| LEASEHOLD IMPROVEMENTS | $20,000 | $4,895 | $15,105 |
| LEASEHOLD IMPROVEMENTS | $400 | $96 | $304 |
| LEASEHOLD IMPROVEMENTS | $15,000 | $3,673 | $11,327 |
| LEASEHOLD IMPROVEMENTS | $5,133 | $1,259 | $3,874 |
| LEASEHOLD IMPROVEMENTS | $25,713 | $6,288 | $19,425 |
| LEASEHOLD IMPROVEMENTS | $6,000 | $1,469 | $4,531 |
| LEASEHOLD IMPROVEMENTS | $10,000 | $2,443 | $7,557 |
| LEASEHOLD IMPROVEMENTS | $40,000 | $9,790 | $30,210 |
| LEASEHOLD IMPROVEMENTS | $13,172 | $3,225 | $9,947 |
| LEASEHOLD IMPROVEMENTS | $2,635 | $649 | $1,986 |
| LEASEHOLD IMPROVEMENTS | $673 | $162 | $511 |
| LEASEHOLD IMPROVEMENTS | $2,945 | $725 | $2,220 |
| LEASEHOLD IMPROVEMENTS | $20,000 | $4,895 | $15,105 |
| LEASEHOLD IMPROVEMENTS | $376 | $95 | $281 |
| LEASEHOLD IMPROVEMENTS | $10,529 | $2,576 | $7,953 |
| LEASEHOLD IMPROVEMENTS | $65 | $19 | $46 |
| LEASEHOLD IMPROVEMENTS | $4,222 | $1,031 | $3,191 |
| LEASEHOLD IMPROVEMENTS | $238 | $57 | $181 |
| LEASEHOLD IMPROVEMENTS | $632 | $153 | $479 |
| LEASEHOLD IMPROVEMENTS | $30,000 | $7,338 | $22,662 |
| LEASEHOLD IMPROVEMENTS | $45 | $10 | $35 |
| LEASEHOLD IMPROVEMENTS | $12,000 | $2,939 | $9,061 |
| LEASEHOLD IMPROVEMENTS | $5,000 | $1,221 | $3,779 |
| LEASEHOLD IMPROVEMENTS | $6,000 | $1,469 | $4,531 |
| LEASEHOLD IMPROVEMENTS | $13,755 | $3,368 | $10,387 |
| LEASEHOLD IMPROVEMENTS | $1,500 | $363 | $1,137 |
| LEASEHOLD IMPROVEMENTS | $2,000 | $487 | $1,513 |
| LEASEHOLD IMPROVEMENTS | $5,000 | $1,221 | $3,779 |
| LEASEHOLD IMPROVEMENTS | $11,500 | $2,815 | $8,685 |
| LEASEHOLD IMPROVEMENTS | $1,885 | $458 | $1,427 |
| LEASEHOLD IMPROVEMENTS | $7,500 | $1,832 | $5,668 |
| LEASEHOLD IMPROVEMENTS | $10,000 | $2,443 | $7,557 |
| LEASEHOLD IMPROVEMENTS | $5,000 | $1,221 | $3,779 |
| LEASEHOLD IMPROVEMENTS | $41,000 | $10,028 | $30,972 |
| LEASEHOLD IMPROVEMENTS | $1,821 | $448 | $1,373 |
| LEASEHOLD IMPROVEMENTS | $21,642 | $5,296 | $16,346 |
| LEASEHOLD IMPROVEMENTS | $8,000 | $1,956 | $6,044 |
| LEASEHOLD IMPROVEMENTS | $2,374 | $582 | $1,792 |
| LEASEHOLD IMPROVEMENTS | $4,000 | $983 | $3,017 |
| LEASEHOLD IMPROVEMENTS | $13,406 | $3,282 | $10,124 |
| LEASEHOLD IMPROVEMENTS | $40 | $10 | $30 |
| LEASEHOLD IMPROVEMENTS | $8,411 | $2,061 | $6,350 |
| LEASEHOLD IMPROVEMENTS | $4,678 | $1,145 | $3,533 |
| LEASEHOLD IMPROVEMENTS | $3,000 | $735 | $2,265 |
| LEASEHOLD IMPROVEMENTS | $778 | $191 | $587 |
| LEASEHOLD IMPROVEMENTS | $640 | $153 | $487 |
| LEASEHOLD IMPROVEMENTS | $1,549 | $382 | $1,167 |
| LEASEHOLD IMPROVEMENTS | $9,987 | $2,443 | $7,544 |
| LEASEHOLD IMPROVEMENTS | $1,509 | $372 | $1,137 |
| LEASEHOLD IMPROVEMENTS | $2,716 | $668 | $2,048 |
| LEASEHOLD IMPROVEMENTS | $6,281 | $1,536 | $4,745 |
| LEASEHOLD IMPROVEMENTS | $3,627 | $887 | $2,740 |
| LEASEHOLD IMPROVEMENTS | $1,205 | $296 | $909 |
| LEASEHOLD IMPROVEMENTS | $3,100 | $754 | $2,346 |
| LEASEHOLD IMPROVEMENTS | $825 | $200 | $625 |
| LEASEHOLD IMPROVEMENTS | $876 | $210 | $666 |
| LEASEHOLD IMPROVEMENTS | $3,100 | $754 | $2,346 |
| LEASEHOLD IMPROVEMENTS | $535 | $133 | $402 |
| LEASEHOLD IMPROVEMENTS | $3,080 | $754 | $2,326 |
| LEASEHOLD IMPROVEMENTS | $1,208 | $296 | $912 |
| LEASEHOLD IMPROVEMENTS | $1,208 | $296 | $912 |
| LEASEHOLD IMPROVEMENTS | $1,610 | $391 | $1,219 |
| LEASEHOLD IMPROVEMENTS | $1,175 | $286 | $889 |
| LEASEHOLD IMPROVEMENTS | $3,663 | $897 | $2,766 |
| LEASEHOLD IMPROVEMENTS | $10,000 | $2,443 | $7,557 |
| LEASEHOLD IMPROVEMENTS | $3,000 | $735 | $2,265 |
| LEASEHOLD IMPROVEMENTS | $150 | $38 | $112 |
| LEASEHOLD IMPROVEMENTS | $1,350 | $334 | $1,016 |
| LEASEHOLD IMPROVEMENTS | $8,948 | $2,185 | $6,763 |
| LEASEHOLD IMPROVEMENTS | $25,401 | $6,212 | $19,189 |
| LEASEHOLD IMPROVEMENTS | $20,703 | $5,067 | $15,636 |
| LEASEHOLD IMPROVEMENTS | $2,965 | $681 | $2,284 |
| LEASEHOLD IMPROVEMENTS | $6,422 | $1,478 | $4,944 |
| LEASEHOLD IMPROVEMENTS | $5,655 | $1,275 | $4,380 |
| LEASEHOLD IMPROVEMENTS | $12,000 | $2,682 | $9,318 |
| LEASEHOLD IMPROVEMENTS | $1,200 | $262 | $938 |
| SURVEILLANCE EQUIPMENT | $2,044 | $2,044 | $0 |
| LEASEHOLD IMPROVEMENTS | $85,000 | $12,076 | $72,924 |
| FURNITURE AND FIXTURES | $2,820 | $2,631 | $189 |
| LEASEHOLD IMPROVEMENTS | $5,616 | $750 | $4,866 |
| FURNITURE AND FIXTURES | $6,762 | $6,008 | $754 |
| FURNITURE AND FIXTURES | $9,226 | $8,197 | $1,029 |
| LEASEHOLD IMPROVEMENTS | $21,900 | $2,786 | $19,114 |
| LEASEHOLD IMPROVEMENTS | $22,000 | $2,750 | $19,250 |
| LEASEHOLD IMPROVEMENTS | $25,502 | $2,616 | $22,886 |
| LEASEHOLD IMPROVEMENTS | $22,540 | $2,770 | $19,770 |
| LEASEHOLD IMPROVEMENTS | $13,860 | $1,672 | $12,188 |
| LEASEHOLD IMPROVEMENTS | $23,524 | $2,789 | $20,735 |
| LEASEHOLD IMPROVEMENTS | $3,000 | $350 | $2,650 |
| LEASEHOLD IMPROVEMENTS | $3,020 | $331 | $2,689 |
| LEASEHOLD IMPROVEMENTS | $2,164 | $232 | $1,932 |
| LEASE EXTENSION FEES | $7,500 | $7,500 | $0 |
| LEASE COMMISSION | $5,000 | $5,000 | $0 |
| LEASE COMMISSION | $5,000 | $5,000 | $0 |
| LEASE COMMISSION | $7,500 | $7,500 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 500 SHS ISHARES MSCI BRAZIL | AT COST | $40,030 | $14,035 |
| 2,500 SHS ISHARES SILVER TRUST | AT COST | $43,657 | $53,775 |
| 576.9669 SHS ESSEX PROPERTY TR REIT | AT COST | $72,247 | $203,225 |
| 2,000 SHS NATL RETAIL PPTY | AT COST | $25,485 | $96,140 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $95 | $95 | $0 |
| MISCELLANEOUS | $5 | $5 | $0 |
| SECURITY | $2,285 | $2,285 | $0 |
| UTILITIES | $49,568 | $49,568 | $0 |
| REPAIRS | $17,529 | $17,529 | $0 |
| GARDENING | $2,750 | $2,750 | $0 |
| PEST CONTROL | $432 | $432 | $0 |
| ADMINISTRATION | $500 | $500 | $0 |
| WEBSITES | $680 | $680 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $10,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $10,000 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN PAYABLE | Desc |
| BOY Book Value | $583,078 | BOYBookValueAmt |
| EOY Book Value | $769,314 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $13,000 | $13,000 | $0 |
| APPRAISAL FEES | $2,000 | $2,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,347 | $1,347 | $0 |
| PROPERTY TAXES | $47,628 | $47,628 | $0 |