CARLMONT ACADEMIC FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CARLMONT ACADEMIC FOUNDATION (EIN 26-0325796)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-08
- IRS object ID
- 202541289349302909
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T11:08:37-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464594968 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Latham Nadboralski & Lin | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1035 Alameda De Las Pulgas | AddressLine1Txt |
| City | Belmont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260325796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLMONT ACADEMIC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 6505950210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 104 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM HOFFMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Matthew M Nadboralski | PreparerPersonNm |
| PTIN | P01443676 | PTIN |
| Phone | 6505926400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIM HOFFMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 104 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,367,617 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.carlmontacademicfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The Foundation funds projects that will enrich the educational environment at Carlmont High School, located in Belmont, California through the funding for essential educational programs that will have broad based, substantial and lasting impact. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,140,739 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,316,925 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,422 | PYInvestmentIncomeAmt |
| CY Investment Income | $50,692 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,168,161 | PYTotalRevenueAmt |
| CY Total Revenue | $1,367,617 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,011,902 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,169,259 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $36,691 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,824 | PYOtherExpensesAmt |
| CY Other Expenses | $51,259 | CYOtherExpensesAmt |
| PY Total Expenses | $1,044,726 | PYTotalExpensesAmt |
| CY Total Expenses | $1,220,518 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $123,435 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $147,099 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,968,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,339,655 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $990,360 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,128,524 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $977,791 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,211,131 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Foundation funds projects that will enrich the educational environment at Carlmont High School, located in Belmont, California through the funding for essential educational programs that will have broad based, substantial and lasting impact. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,145,968 | ExpenseAmt |
| Grant | $1,145,968 | GrantAmt |
| Desc | The Foundation funds projects that will enrich the educational environment at Carlmont High School, located in Belmont, California through the funding for essential educational programs that will have broad based, substantial and lasting impact. For the 2023 - 2024 period, funding was provided to the Sequoia Union High School District for additional class sections, afterschool tutoring, choir support, college & career counseling, cross departmental collaboration, and instructional supplies. Carlmont Academic Foundation has provided funds to support its teachers and a variety of student programs, including AVID, Choir, PTSA grants and Sojourn to the Past. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,791 | ExpenseAmt |
| Grant | $20,791 | GrantAmt |
| Revenue | $27,222 | RevenueAmt |
| Desc | THE CARLMONT ACADEMIC FOUNDATION FUNDS THE OPERATION OF THE PERFORMANCE THEATER FROM TIME TO TIME. IN THE REPORTING PERIOD, THE FOUNDATION PROVIDED $20,790.82 FOR THEATER OPERATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,500 | ExpenseAmt |
| Grant | $2,500 | GrantAmt |
| Desc | The Carlmont Academic Foundation recognizes the accomplishments of its students and provides a small number of scholarships each year. In the reporting period, the Foundation awarded two total scholarships - one for $1,500 and one for $1,000. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,169,259 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MELZER | PersonNm |
| Phone | 6505950210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 104 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| TIM HOFFMAN | |||||||
| President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA SONNE-HARRISON | |||||||
| Vice President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LISA BOCK | |||||||
| Vice President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIFFANY BOOTH | |||||||
| Vice President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARIAN WELLS | |||||||
| Vice President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SANDRA SANVIDO | |||||||
| Vice President | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIA WILLIAMS | |||||||
| Treasurer | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,316,925 | AllOtherContributionsAmt |
| Total Contributions | $1,316,925 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,692 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,692 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,367,617 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,692 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,166,759 | TotalAmt |
| Program Services | $1,166,759 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Management And General | $2,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,260 | TotalAmt |
| Management And General | $10,260 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,058 | TotalAmt |
| Management And General | $2,058 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FUNDRAISING GENERAL EXP | $24,065 | $24,065 | |
| BANK CHARGES | $12,626 | $12,626 | |
| CA STATE BUSINESS REGISTRATION | $250 | $250 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,220,518 | TotalAmt |
| Program Services | $1,169,259 | ProgramServicesAmt |
| Management And General | $14,568 | ManagementAndGeneralAmt |
| Fundraising | $36,691 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,328 | BOYAmt |
| EOY | $593,376 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,903 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,686 | BOYAmt |
| EOY | $101,526 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,583 | BOYAmt |
| EOY | $1,613,753 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,232 | BOYAmt |
| EOY | $31,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,487 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,151 | BOYAmt |
| EOY | $2,339,655 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,360 | BOYAmt |
| EOY | $1,128,524 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,360 | BOYAmt |
| EOY | $1,128,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $977,791 | BOYAmt |
| EOY | $1,211,131 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $977,791 | BOYAmt |
| EOY | $1,211,131 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,151 | BOYAmt |
| EOY | $2,339,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $147,099 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $66,071 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $20,170 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $917,658 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $952,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,760,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,140,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,316,925 | CurrentTaxYearAmt |
| Total | $6,088,240 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $917,658 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $952,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,760,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,140,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,316,925 | CurrentTaxYearAmt |
| Total | $6,088,240 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,088,240 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $3,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,693 | CurrentTaxYearAmt |
| Total | $69,283 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,157,523 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $29,036 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $662,067 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $197,531 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,979 | AdministrativeExpensesAmt |
| End Year Balance | $852,619 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $609,891 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $56,659 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,483 | AdministrativeExpensesAmt |
| End Year Balance | $662,067 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $646,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$36,109 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $609,891 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
| Total Book Value Securities | $1,613,753 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US TREASURY BILL | Desc |
| Book Value | $31,000 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | THE INTENDED USE OF THE ENDOWMENT FUND IS TO PROVIDE FINANCIAL SECURITY FOR THE FUTURE OF CARLMONT ACADEMIC FOUNDATION AND THE CARLMONT COMMUNITY, AND WILL ESTABLISH THE ANNUAL $1,000 GILBERT FORST SCHOLARSHIP FOR A DESERVING CARLMONT STUDENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLMONT HIGH SCHOOL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 ALAMEDA DE LAS PULGAS | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 800366136 | RecipientEIN |
| IRC Section | 515 | IRCSectionDesc |
| Cash Grant | $1,166,758 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SCHOOL PROGRAMS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | Carlmont Academic Foundation (CAF) was founded by volunteers who were committed to enriching the educational programs and services of Carlmont High School. Community members, generally parents of current Carlmont students, who are interested in becoming part of CAF can come to the organization's meetings which are held on regular basis or can contact any of the current CAF members for membership information. The meetings are publicized on CAF's website. CAF has an open membership and is comprised of volunteers who are motivated and interested in supporting foundation's mission and vision for Carlmont High School. |
| Form 990, Part VI, Section A, Line 7a | The all-volunteer board is made up of parents of current and former students of Carlmont High School. Elections for the officers are held at the May meeting for two-year terms as described in the bylaws. All members who attended the meetings are eligible to vote in the elections. Members are recruited from incoming and current Carlmont parents. The officers are nominated from the membership. |
| Form 990, Part VI, Section A, Line 7b | Regular monthly meetings are publicized on the organization's website and the membership is open to any interested community members. The organization's board members solicit information and suggestions from school administrators, faculty and staff, to determine the financial needs for the school. The board develops a budget of the items which can be supported during that fiscal year period and submits thatbudget for a vote of approval by the board and the members at large. Any release of funds is approved by vote at regular meetings and depends on available funds. The Performing Arts Council is a separate committee in The Carlmont Academic Foundation that plans the fundraising, develops the annual budget and approves the expenditures specifically for the Performing Arts Center. The committee holds its own meetings and maintains the minutes and documentation of their actions. |
| Form 990, Part VI, Section B, Line 11b | Upon completion of the organization's tax returns, a copy of the tax returns, including Form 990, are distributed to the Board for their review and approval prior to filing with the Internal Revenue Service and other state government agencies. |
| Form 990, Part VI, Section C, Line 19 | Any individual seeking to Obtain copies of the governing documents and financial statements of Carlmont Academic Foundation can request the information by submitting a written request to the organization's mailing address at P.O. Box 104, Belmont, CA 94002. |
| Form 990, Part VI, Line 11b -Organization's Process to Review Form 990 | Upon completion of the organization's tax returns, a copy of the tax returns, including Form 990, are distributed to the Board for their review and approval prior to filing with the Internal Revenue Service and other state government agencies. |
| Form 990, Part VI, Line 19 -Governing Documents Disclosure Explanation | Any individual seeking to obtain copies of the governing documents and financial statements of Carlmont Academic Foundation can request the information by submitting a written request to the organization's mailing address at P.O. Box 104, Belmont, CA 94002. |
| Form 990, Part VI, Line 6 - Classes of Members or Stockholders | Carlmont Academic Foundation (CAF) was founded by volunteers who were committed to enriching the educational programs and services of Carlmont High School. Community members, generally parents of current Carlmont students, who are interested in becoming part of CAF can come to the organization's meetings which are held on regular basis or can contact any of the current CAF members for membership information. The meetings are publicized on CAF's website. CAF has an open membership and is comprised of volunteers who are motivated and interested in supporting foundation's mission and vision for Carlmont High School. |
| Form 990, Part VI, Line 7a - Election of Members and Their Rights | The all-volunteer board is made up of parents of current and former students of Carlmont High School. Elections for the officers are held at the May meeting for two-year terms as described in the bylaws. All members who attended the meetings are eligible to vote in the elections. Members are recruited from incoming and current Carlmont parents. The officers are nominated from the membership. |
| Form 990, Part VI, Line 7b - Decisions Subject to Approval of Members | Regular monthly meetings are publicized on the organization's website and the membership is open to any interested community members. The organization's board members solicit information and suggestions from school administrators, faculty and staff, to determine the financial needs for the school. The board develops a budget of the items which can be supported during that fiscal year period and submits thatbudget for a vote of approval by the board and the members at large. Any release of funds is approved by vote at regular meetings and depends on available funds. The Performing Arts Council is a separate committee in The Carlmont Academic Foundation that plans the fundraising, develops the annual budget and approves the expenditures specifically for the Performing Arts Center. The committee holds its own meetings and maintains the minutes and documentation of their actions. |
| LINE1, DESCRIPTION OF ORGANIZATION'S MISSION : | The Foundation funds projects that will enrich the educational environment at Carlmont High School, located in Belmont, California through the funding for essential educational programs that will have broad based, substantial and lasting impact. |
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