CASA DOLORES: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CASA DOLORES (EIN 77-0574338)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349104012
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T14:44:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810920095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEISTER & NUNES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 EUGENIA PL STE B | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770574338 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASA DOLORES | BusinessNameLine1Txt |
| Business Name Line2 | C/O CLAUDIA MCLAUGHLIN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CASA | BusinessNameControlTxt |
| Phone | 8056871553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101-B EUGENIA PLACE | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HECTOR ALESSANDRO CABRERO | PersonNm |
| Person Title | BOARD CHAIRMAN | PersonTitleTxt |
| Signature | 2024-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLEY K NUNES CPA | PreparerPersonNm |
| PTIN | P01427377 | PTIN |
| Phone | 8056847629 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $414,072 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $34,095 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,427 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13,277 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $245,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,379 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $245,142 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $292,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $242,806 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $258,419 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $4,641 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,375 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $360 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $35,687 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $1,834 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $27,764 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,541 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $155,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $242,806 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $258,419 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $267,749 | CashBOYAmt |
| Cash EOY | $414,072 | CashEOYAmt |
| Cash EOYFMV | $414,072 | CashEOYFMVAmt |
| Inventories BOY | $47,773 | InventoriesBOYAmt |
| Inventories EOY | $81,868 | InventoriesEOYAmt |
| US Government Obligations BOY | $220,287 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $182,363 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $6,558,477 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,953,818 | CorporateStockEOYAmt |
| Invst Land Cost Or Other Basis | $1,480,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,480,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,480,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $17,675 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,834 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $15,841 | LandEOYAmt |
| Total Assets BOY | $8,574,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,127,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $414,072 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,574,286 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,127,962 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,574,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,127,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,574,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,127,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,574,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $155,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$601,636 | OtherIncreasesAmt |
| Subtotal | $8,127,962 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,127,962 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,375 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,375 | SubtotalAmt |
| Tax Based On Investment Income | $3,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,150 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,150 | TotalPaymentsAndCreditsAmt |
| Tax Due | $225 | TaxDueAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | WWW.CASADOLORES.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELLEY NUNES CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056847629 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101-B EUGENIA PLACE | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93013 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HECTOR ALESSANDRO CABRERO | ||||||||
| 1023 BATH STREET | SANTA BARBARA | CA | 93101 | BOARD CHAIRM | 5.00 | $0 | $0 | $0 |
| SALVATORE MCLAUGHLIN | ||||||||
| 1023 BATH STREET | SANTA BARBARA | CA | 93101 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| BARBARA DEACON | ||||||||
| 1023 BATH STREET | SANTA BARBARA | CA | 93101 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CLAUDIA MCLAUGHLIN | ||||||||
| 619 ALSTON ROAD | SANTA BARBARA | CA | 93108 | EXECUTIVE DI | 20.00 | $55,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE A FACILITY DEVOTED TO THE PRESERVATION & SHOWCASING OF MEXICAN POPULAR ART | Description1Txt |
| Expenses1 | $139,903 | Expenses1Amt |
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 | $5,873,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $72,740 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,154,739 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,154,739 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,062,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $303,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $300 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $300 | RemainingDistriFromCorpusAmt |
| Total Corpus | $300 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $258,419 | CurrentYearAmt |
| Year1 | $244,997 | Year1Amt |
| Year2 | $168,901 | Year2Amt |
| Year3 | $189,002 | Year3Amt |
| Total | $861,319 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $219,656 | CurrentYearAmt |
| Year1 | $208,247 | Year1Amt |
| Year2 | $143,566 | Year2Amt |
| Year3 | $160,652 | Year3Amt |
| Total | $732,121 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $300 | CurrentYearAmt |
| Year1 | $500 | Year1Amt |
| Year2 | $275 | Year2Amt |
| Year3 | $135 | Year3Amt |
| Total | $1,210 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $300 | CurrentYearAmt |
| Year1 | $500 | Year1Amt |
| Year2 | $275 | Year2Amt |
| Year3 | $135 | Year3Amt |
| Total | $1,210 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,127,961 | CurrentYearAmt |
| Year1 | $8,574,285 | Year1Amt |
| Year2 | $8,211,630 | Year2Amt |
| Year3 | $6,800,708 | Year3Amt |
| Total | $31,714,584 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,127,961 | CurrentYearAmt |
| Year1 | $8,574,285 | Year1Amt |
| Year2 | $8,211,630 | Year2Amt |
| Year3 | $6,800,708 | Year3Amt |
| Total | $31,714,584 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLAUDIA MCLAUGHLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1023 BATH STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8056871533 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRESERVATION AND SHOWCASING OF MEXICAN POPULAR ART | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,277 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $245,142 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $258,419 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $258,419 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CATHCART A TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101-B EUGENIA PLACE | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $34,095 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ART COLLECTION | NoncashPropertyDesc |
| Fair Market Value | $34,095 | FairMarketValueAmt |
| Received | 2023-02-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,375 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| MAC COMPUTER & ACCESS | 2023-05-20 | $12,647 | S/L | 5.0000 | $1,475 |
| OFFICE FURNITURE | 2023-07-08 | $5,028 | S/L | 7.0000 | $359 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| UPS STOCK-COMPUTERSHARE | $5,611,067 |
| MERRILL LYNCH SECURITIES | $342,751 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $182,363 | StateLocalSecBookVlEOYAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1023 BATH STREET, SB, CA | CategoryOrItemTxt |
| Cost Or Other Basis | $1,480,000 | CostOrOtherBasisAmt |
| Book Value | $1,480,000 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| DUES & SUBSCRIPTIONS | $299 | |
| INSURANCE | $2,945 | |
| INVESTMENT EXPENSE | $300 | |
| MARKETING | $300 | $300 |
| SUPPLIES | $786 | |
| TELEPHONE EXP | $2,255 | |
| VEHICLE EXPENSE | $979 | |
| WEB DESIGN | $677 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON STOCK | Desc |
| Amt | -$601,636 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $360 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| INTERNAL REVENUE SERVICE | $4,191 |
| PROPERTY TAX | $31,421 |
| REGISTRY OF CHARITABLE TR | $75 |