CARMELO 3 FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARMELO 3 FOUNDATION (EIN 82-2766296)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349110052
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T20:30:31-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952156485 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCKE KASAL FERRIS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3435 WILSHIRE BLVD SUITE 1020 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900101911 | 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 | 822766296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARMELO 3 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARM | BusinessNameControlTxt |
| Phone | 6505752625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 OLIVE COURT | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE BIROS | PersonNm |
| Person Title | TREASURER / CFO | PersonTitleTxt |
| Phone | 6505752625 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURIE | PersonFirstNm |
| Person Last | BIROS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER G FERRIS CPA | PreparerPersonNm |
| PTIN | P00019487 | PTIN |
| Phone | 2133834144 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $853,780 | 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 |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,383 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,656 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,200 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,682 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $34,005 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $424 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,526 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,526 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,726 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,813 | CashBOYAmt |
| Cash EOY | $45,649 | CashEOYAmt |
| Cash EOYFMV | $45,649 | CashEOYFMVAmt |
| Acct Rcvbl | $714 | AcctRcvblAmt |
| Acct Rcvbl BOY | $11,339 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $714 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $714 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $353 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $708,759 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $625,282 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $807,417 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,682 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,682 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $728,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $671,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $853,780 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $781,492 | CapitalStockBOYAmt |
| Capital Stock EOY | $781,492 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$53,228 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$109,847 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $728,264 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $671,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $728,264 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $671,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $728,264 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,619 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $671,645 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $671,645 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 600 SHS FT ENH SHORT MTY NEW ETF | P | 2019-02-25 | 2022-04-18 | $35,718 | $36,026 | -$308 | -$308 |
| 100 SHS ISHS CORE S&P 500 | P | 2019-03-04 | 2022-11-30 | $39,711 | $28,092 | $11,619 | $11,619 |
| 100 SHS ISHS RUSS 2000 GRW | P | 2019-03-07 | 2022-01-03 | $29,430 | $19,358 | $10,072 | $10,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,383 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $369 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $369 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $369 | TaxDueAmt |
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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LAURIE BIROS | IndividualWithBooksNm |
| Phone | 6505752625 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 OLIVE COURT | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JULIE PARKER | ||||||||
| 7236 MARGERUM AVE | SAN DIEGO | CA | 92120 | PRESIDENT & CEO | 0.25 | $0 | $0 | $0 |
| LAURIE BIROS | ||||||||
| 61 OLIVE COURT | MOUNTAIN VIEW | CA | 94041 | TREASURER & CFO | 0.50 | $0 | $0 | $0 |
| AMANDA BROOKS | ||||||||
| 7 HOPE ST | NEWBURYPORT | MA | 01950 | VICE PRESIDENT | 0.50 | $0 | $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 |
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 | $911,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,640 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $941,467 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $941,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $927,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,367 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,367 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $369 | TotalTaxAmt |
| Distributable Before Adj | $45,998 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,998 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,998 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,726 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,726 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,998 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,597 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,726 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,597 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,129 | 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 | $35,869 | 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 | LAURIE BIROS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 OLIVE COURT | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6505752625 | RecipientPhoneNum |
| Recipient Email Address | CARMELO3FOUNDATION@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMIT IN WRITING; INCLUDE A DESCRIPTION OF CHARITABLE ACTIVITIES; PURPOSE OR REQUEST; LA DEPT OF SOCIAL SERVICES CAMPAIGN VERIFICATION; ANY OTHER INFORMATION AS REQUESTED BY THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PUBLIC | CHARITABLE | $50 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 22O E 42ND STREET | NEW YORK | NY | 10017 | N/A | PUBLIC | CHARITABLE | $518 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 5TH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | N/A | PUBLIC | CHARITABLE | $50 |
| ANTI DEFAMATION LEAGUE | |||||||
| 4950 MURPHY CANYON RD STE250 | SAN DIEGO | CA | 92123 | N/A | PUBLIC | CHARTABLE | $52 |
| APEX AHTLETIX FOUNDATION | |||||||
| 1525 S COLUMBUS BLVD | TUCSON | AZ | 95711 | N/A | PUBLIC | CHARITABLE | $250 |
| BACKPACKS FOR KIDS FOUNDATION | |||||||
| PO BOX 232 | DOVER | MA | 02030 | N/A | PUBLIC | CHARITABLE | $575 |
| BAY AREA FRIENDSHIP CIRCLE | |||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | N/A | PUBLIC | CHARITABLE | $180 |
| CALIFORNIA CINDERELLA | |||||||
| PO BOX 3689 | BATON ROUGE | LA | 70821 | N/A | PUBLIC | CHARITABLE | $500 |
| CHABAD MOUNTAIN VIEW | |||||||
| 2015 LATHAM ST | MOUNTAIN VIEW | CA | 94040 | N/A | PUBLIC | CHARITABLE | $278 |
| CHILD'S NATURE RETREAT | |||||||
| 5178 JAPATUL SPUR | ALPINE | CA | 91901 | N/A | PUBLIC | CHARITABLE | $1,106 |
| COMMON ROOTS FARM | |||||||
| 301 GOLF CLUB DRIVE | SANTA CRUZ | CA | 95060 | N/A | PUBLIC | CHARITABLE | $550 |
| CONGREAGATION ETZ CHAYIM PALO ALTO | |||||||
| 4161 ALMA STREET | PALO ALTO | CA | 94306 | N/A | PUBLIC | CHARITABLE | $5,380 |
| DJERASSI RESARTS PRGRM | |||||||
| 2325 BEAR GULCH RD | WOODSIDE | CA | 94062 | N/A | PUBLIC | CHARITABLE | $226 |
| FIRE VOLLEYBALL | |||||||
| PO BOX 20018 | ATLANTA | GA | 30325 | N/A | PUBLIC | CHARITABLE | $514 |
| FLORDIA KEYS SPCA | |||||||
| 5711 COLLEGE RD | KEY WEST | FL | 33040 | N/A | PUBLIC | CHARITABLE | $250 |
| FOOTHILLS FALCON BASKETBALL | |||||||
| 4300 E SUNRISE DR | TUCSON | AZ | 85718 | N/A | PUBLIC | CHARITABLE | $103 |
| GM SPRECKELS ELEMENTARY SCHOOL | |||||||
| 6033 STADIUM ST | SAN DIEGO | CA | 92122 | N/A | PUBLIC | CHARITABLE | $230 |
| GRACE CHURCH SAN DIEGO | |||||||
| 4637 OREGON ST | SAN DIEGO | CA | 92116 | N/A | PUBLIC | CHARITABLE | $275 |
| GROSSMONT HIGH SCHOOL WRESTLING | |||||||
| 110 MURRAY DR | EL CAJON | CA | 92020 | N/A | PUBLIC | CHARITABLE | $300 |
| HEART TO HEART INT'L | |||||||
| PO BOX 15566 | LENEXA | KS | 66285 | N/A | PUBLIC | CHARITABLE | $250 |
| HIGH TECH HIGH SCHOOL SAN DIEGO | |||||||
| 2861 WOMBLE RD | SAN DIEGO | CA | 92106 | N/A | PUBLIC | CHARITABLE | $288 |
| HIGHLAND HIGH SCHOOL | |||||||
| 4700 COAL AVE SE | ALBUQUERQUE | NM | 87108 | N/A | PUBLIC | CHARITABLE | $500 |
| HILLEL INT'L UNIVERSITY OF WISCONSIN | |||||||
| 611 LANGDON ST | MADISON | WI | 53703 | N/A | PUBLIC | CHARITABLE | $103 |
| HIMALYAN FOUNDATION | |||||||
| 909 MONTGOMERY ST STE400 | SAN FRANCISCO | CA | 94133 | N/A | PUBLIC | CHARITABLE | $750 |
| JOG YOUR MEMORY 5K RUN | |||||||
| 56 NICHOLS ROAD | NEEDHAM | MA | 02492 | N/A | PUBLIC | CHARITABLE | $500 |
| KEY WEST WILDLIFE | |||||||
| 1801 WHITE ST | KEY WEST | FL | 33040 | N/A | PUBLIC | CHARITABLE | $206 |
| KEYS TO BE THE CHANGE INC | |||||||
| 1208 WATSON ST | KEY WEST | FL | 33040 | N/A | PUBLIC | CHARITABLE | $500 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 111 W JOHN ST | SAN JOSE | CA | 95113 | N/A | PUBLIC | CHARITABLE | $100 |
| LEWIS & CLARK COLLEGE | |||||||
| 615 S PALATINE HILL ROAD | PORTLAND | OR | 97219 | N/A | PUBLIC | CHARITABLE | $500 |
| LILITH FUND | |||||||
| PO BOX 684949 | AUSTIN | TX | 78768 | N/A | PUBLIC | CHARITABLE | $100 |
| LOS ANGELES DEPT OF CHILD AND FAMILY SERVICES | |||||||
| 425 SHATTO PLACE | LOS ANGELES | CA | 90020 | N/A | PUBLIC | CHARITABLE | $3,500 |
| MAKE IT HOME | |||||||
| 369-B THIRD ST 331 | SAN RAFAEL | CA | 94901 | N/A | PUBLIC | CHARITABLE | $1,420 |
| MAUI NUI MARINE RESOURCES | |||||||
| PO BOX 331204 | KAHULUI | HI | 96733 | N/A | PUBLIC | CHARITABLE | $250 |
| MEALS ON WHEELS SAN DIEGO | |||||||
| 2254 SAN DIEGO AVE STE 200 | SAN DIEGO | CA | 92110 | N/A | PUBLIC | CHARITABLE | $500 |
| OUR NEIGHBORS' TABLE | |||||||
| 194 MAIN STREET | AMESBURY | MA | 01913 | N/A | PUBLIC | CHARITABLE | $1,287 |
| PALMER SQUARE PARK AD | |||||||
| 3040 W PALMER SQUARE | CHICAGO | IL | 60647 | N/A | PUBLIC | CHARITABLE | $200 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PUBLIC | CHARITABLE | $513 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINTON | DC | 200907166 | N/A | PUBLIC | CHARITABLE | $50 |
| RIVERVIEW INTL ACADEMY PRSA | |||||||
| 9308 WINTER GARDENS BLVD | LAKESIDE | CA | 92040 | N/A | PUBLIC | CHARITABLE | $259 |
| RUNWAY FOR RECOVERY | |||||||
| 14 INN STREET | NEWBURYPORT | MA | 01950 | N/A | PUBLIC | CHARITABLE | $1,575 |
| S G KOMEN FOR THE CURE | |||||||
| 13770 NOEL ROAD STE 801889 | DALLAS | TX | 75380 | N/A | PUBLIC | CHARITABLE | $1,040 |
| SAN DIEGO HUMANE SOCIETY | |||||||
| 5480 GAINES ST | SAN DIEGO | CA | 92110 | N/A | PUBLIC | CHARITABLE | $250 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | N/A | PUBLIC | CHARITABLE | $180 |
| SEACREST FOUNDATION OF SAN DIEGO | |||||||
| 211 SAXONY RD | ENCINITAS | CA | 92024 | N/A | PUBLIC | CHARITABLE | $250 |
| SILVERMAN PRESCHOOL TIFERETH ISRAEL | |||||||
| 6600 COWLES MOUNTAIN BLVD | SAN DIEGO | CA | 92119 | N/A | PUBLIC | CHARITABLE | $2,035 |
| SMITH CENTER LAS VEGAS | |||||||
| 361 SYMPHONY PARK AVENUE | LAS VEGAS | NV | 89106 | N/A | PUBLIC | CHARITABLE | $1,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | PUBLIC | CHARITABLE | $250 |
| ST FRANCIS HOUSEORG | |||||||
| PO BOX 120499 | ESSEX STATION BOSTON | MA | 021120499 | N/A | PUBLIC | CHARITABLE | $205 |
| STARLINGS VOLLEYBALL | |||||||
| 5857 OWENS AVENUE STE 300 | CARLSBAD | CA | 92008 | N/A | PUBLIC | CHARITABLE | $4,512 |
| SWEET PAWS RESCUE | |||||||
| 310 MAIN STREET | GROVELAND | MA | 01834 | N/A | PUBLIC | CHARITABLE | $500 |
| TIFERETH ISRAEL SYNAGOGUE | |||||||
| 6660 COWLES MOUNTAIN BLVD | SAN DIEGO | CA | 92119 | N/A | PUBLIC | CHARITABLE | $2,808 |
| TRANSGENDER LAW CENTER | |||||||
| PO BOX 70976 | OAKLAND | CA | 94612 | N/A | PUBLIC | CHARITABLE | $250 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | N/A | PUBLIC | CHARITABLE | $250 |
| VALHALLA FOUNDATION | |||||||
| 175 FOX HOLLOW RD | WOODSIDE | CA | 94062 | N/A | PUBLIC | CHARITABLE | $250 |
| WISCONSIN ALUMNI ASSOCIATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | N/A | PUBLIC | CHARITABLE | $750 |
| MOUNTAIN VIEW POLICE DEPT HOLIDAY DRIVE | |||||||
| 1000 VILLA ST | MOUNTAIN VIEW | CA | 94041 | N/A | PUBLIC | CHARITABLE | $258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,526 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,240 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,383 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $33,656 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,656 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME FROM INVESTMENTS WAS DISTRIBUTED TO VARIOUS CHARITIES FOR THE |
| 4 | FURTHER ADVANCEMENT OF THEIR GOALS, OPERATIONS, RESEARCH AND |
| 6 | HUMANITARIAN ACTIVITIES. |
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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 3 COMPUTERS | PropertyDesc |
| Acquired | 2022-08-12 | AcquiredDt |
| Cost Or Other Basis | $6,682 | CostOrOtherBasisAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $6,682 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST TRUST CAP STRENGTH ETF (1500 SHS) | AT COST | $79,050 | $112,425 |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (1500 SHS) | AT COST | $44,329 | $69,825 |
| FIRST TRUST IV ENHANCED SHORT MATURITY ETF(1700 SHS / 1100 SHS) | AT COST | $66,047 | $65,384 |
| FIRST TRUST US EQUITY OPPTYS ETF (1250 SHS) | AT COST | $90,348 | $98,350 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX ETF (2800 SHS) | AT COST | $89,990 | $111,748 |
| ISHARES CORE S&P US GROWTH ETF (1500 SHS) | AT COST | $87,765 | $122,280 |
| ISHARES CORES S&P ETF (650 SHS / 550 SHS) | AT COST | $153,235 | $211,316 |
| ISHARES RUSSELL 2000 GROWTH ETF (175 SHS / 75 SHS) | AT COST | $14,518 | $16,089 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $2,400 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $20 | $0 | $0 |
| OFFICE EXPENSES | $404 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTEMENT MANAGMENT FEES | CategoryTxt |
| Amt | $7,125 | Amt |
| Net Investment Income | $7,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTERNAL REVENUE SERVICE | $88 | $0 | $0 |
| DEPARTMENT OF JUSTICE | $25 | $0 | $0 |
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