CARMELO 3 FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CARMELO 3 FOUNDATION (EIN 82-2766296)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-20
- IRS object ID
- 202201409349101005
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2022-05-20T11:40:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-20 | 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 |
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 | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,130,183 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,102 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,164 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,270 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,270 | 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 | $6,360 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,180 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,905 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,905 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $241 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,414 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,084 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,084 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,264 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,365 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,930 | CashBOYAmt |
| Cash EOY | $7,813 | CashEOYAmt |
| Cash EOYFMV | $7,813 | CashEOYFMVAmt |
| Acct Rcvbl | $11,339 | AcctRcvblAmt |
| Acct Rcvbl EOY | $11,339 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11,339 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $353 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $353 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $353 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $731,078 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $708,759 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,110,678 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $809,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $728,264 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,130,183 | 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 | $27,516 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$53,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $809,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $728,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $809,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $728,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $809,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,744 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $728,264 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $728,264 | 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 |
|---|---|---|---|---|---|---|---|
| 200 SHS FT ENH SHORT MTY NEW ETF | P | 2019-02-25 | 2021-09-24 | $11,984 | $12,009 | -$25 | -$25 |
| 50 SHS ISHS RUSS 2000 GRW ETF | P | 2019-03-07 | 2021-09-03 | $15,501 | $9,679 | $5,822 | $5,822 |
| LPL FINANCIAL | P | 2020-12-30 | 2021-12-31 | $633 | -$633 | -$633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,164 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88 | 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 | $88 | 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 | $1,045,544 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,692 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,096,013 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,096,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,079,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88 | TotalTaxAmt |
| Distributable Before Adj | $53,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,264 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $58,264 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,970 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,264 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,970 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,294 | 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 | $30,597 | 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 (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOLESCENT COUNSELING SERVICES | |||||||
| 643 BAIR ISLAND RD STE 301 | REDWOOD CITY | CA | 94063 | N/A | PUBLIC | CHARITABLE | $256 |
| ALPINE ASCENTS FOUNDATION | |||||||
| 109 W MERCER ST | SEATTLE | WA | 98119 | N/A | PUBLIC | CHARITABLE | $2,500 |
| AMERICAN CANCER ASSOCIATION | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | N/A | PUBLIC | CHARITABLE | $100 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 22O E 42ND STREET | NEW YORK | NY | 10017 | N/A | PUBLIC | CHARITABLE | $104 |
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | N/A | PUBLIC | CHARITABLE | $500 |
| BAY AREA RIDGE TRAIL | |||||||
| 391 SUTTER STREET STE 701 | SAN FRANCISCO | CA | 94108 | N/A | PUBLIC | CHARITABLE | $100 |
| BERNESE AUCTION RESCUE COALITION | |||||||
| 4122 ATLANTA DRIVE | COLUMBUS | OH | 43228 | N/A | PUBLIC | CHARITABLE | $1,500 |
| BITCH MEDIA | |||||||
| PO BOX 11929 | PORTLAND | OR | 97211 | N/A | PUBLIC | CHARITABLE | $100 |
| BLUEPRINT EDUCATION | |||||||
| 5651 W TALAVI BLVD STE 170 | GLENDALE | AZ | 85306 | N/A | PUBLIC | CHARITABLE | $1,544 |
| BUILDING AMERICA | |||||||
| 1227 25TH ST NW STE 500 | WASHINGTON | DC | 20037 | N/A | PUBLIC | CHARITABLE | $575 |
| CATHEDRAL HIGH SCHOOL SAN DIEGO | |||||||
| 5555 DEL MAR HEIGHTS ROAD | SAN DIEGO | CA | 92130 | N/A | PUBLIC | CHARITABLE | $250 |
| COASTAL CAROLINA UNIV ATHLETICSCCU ATHLETICS | |||||||
| PO BOX 261954 | CONWAY | SC | 28528 | N/A | PUBLIC | CHARITABLE | $5,000 |
| CHABAD SUNNYVALE | |||||||
| 1489 S MARY AVENUE | SUNNYVALE | CA | 94085 | N/A | PUBLIC | CHARITABLE | $90 |
| COMMON ROOTS FARM | |||||||
| 301 GOLF CLUB DRIVE | SANTA CRUZ | CA | 95060 | N/A | PUBLIC | CHARITABLE | $763 |
| CONGREAGATION ETZ CHAYIM PALO ALTO | |||||||
| 4161 ALMA STREET | PALO ALTO | CA | 94306 | N/A | PUBLIC | CHARITABLE | $4,198 |
| DANIELLA'S BUILD A MIRACLE | |||||||
| 11207 LADY FERN CT | SAN DIEGO | CA | 92131 | N/A | PUBLIC | CHARITABLE | $1,000 |
| EASTERN KENTUCKY UNIV DEVELOPMENT OFFICE | |||||||
| CPO 19A 521 LANCASTER AVENUE | RICHMOND | KY | 40475 | N/A | PUBLIC | CHARITABLE | $500 |
| EVERY PETS DREAM | |||||||
| 2010 E EL CAMINO REAL STE 143 | SANTA CLARA | CA | 95050 | N/A | PUBLIC | CHARITABLE | $245 |
| FAMILY SERVICES OF THE MERRIMACK VALLEY | |||||||
| 430 N CANAL STREET | LAWRENCE | MA | 01840 | N/A | PUBLIC | CHARITABLE | $1,026 |
| FOR GOODNESS CAKES | |||||||
| 2118 WILSHIRE BLVD 826 | SANTA MONICA | CA | 90403 | N/A | PUBLIC | CHARITABLE | $155 |
| FRIENDS OF NEWBURYPORT TREES | |||||||
| PO BOX 1155 | NEWBURYPORT | MA | 01950 | N/A | PUBLIC | CHARITABLE | $100 |
| FUND TEXAS CHOICE | |||||||
| 3005 S LAMAR BLVD STE 109 BOX 111 | AUSTIN | TX | 78704 | N/A | PUBLIC | CHARITABLE | $515 |
| GEIGER CRISIS CENTER | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | N/A | PUBLIC | CHARITABLE | $1,000 |
| GIRL SCOUTS OF NORTHERN CALIFORNIA | |||||||
| 650 HARBOR BAY PARKWAY STE 100 | ALAMEDA | CA | 94502 | N/A | PUBLIC | CHARITABLE | $100 |
| TUFTS MEDICAL CENTER | |||||||
| 800 WASHINGTON STREET STE 231 | BOSTON | MA | 02111 | N/A | PUBLIC | CHARITABLE | $105 |
| GLIOBLASTOMA FOUNDATION | |||||||
| PO BOX 62066 | DURHAM | NC | 27715 | N/A | PUBLIC | CHARITABLE | $100 |
| ISRAEL TENNIS & EDUCATION CENTERS FOUNDATION | |||||||
| 165 E 56TH STREET 2ND FLOOR | NEW YORK | NY | 10022 | N/A | PUBLIC | CHARITABLE | $180 |
| J THE JEWISH NEWSPAPER | |||||||
| 225 BUSH STREET STE 480 | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC | CHARITABLE | $93 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | |||||||
| 2150 POST STREET | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC | CHARITABLE | $286 |
| JOG YOUR MEMORY 5K RUN | |||||||
| 56 NICHOLS ROAD | NEEDHAM | MA | 02492 | N/A | PUBLIC | CHARITABLE | $1,000 |
| KPBS | |||||||
| 5200 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | N/A | PUBLIC | CHARITABLE | $300 |
| LEWIS & CLARK COLLEGE | |||||||
| 615 S PALATINE HILL ROAD | PORTLAND | OR | 97219 | N/A | PUBLIC | CHARITABLE | $250 |
| LOS ANGELES DEPT OF CHILD AND FAMILY SERVICES | |||||||
| 425 SHATTO PLACE | LOS ANGELES | CA | 90020 | N/A | PUBLIC | CHARITABLE | $10,000 |
| LUCY'S LOVE BUS | |||||||
| 21 WATER STREET | AMESBURY | MA | 01950 | N/A | PUBLIC | CHARITABLE | $1,575 |
| MEALS ON WHEELS SAN DIEGO | |||||||
| 2254 SAN DIEGO AVE STE 200 | SAN DIEGO | CA | 92110 | N/A | PUBLIC | CHARITABLE | $525 |
| MENTAL HEALTH FOUNDATION | |||||||
| 1450 WESTERN AVENUE STE 101 | ALBANY | NY | 12203 | N/A | PUBLIC | CHARITABLE | $120 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | N/A | PUBLIC | CHARITABLE | $550 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 30 E 33RD STREET | NEW YORK | NY | 10016 | N/A | PUBLIC | CHARITABLE | $50 |
| NATIONAL MS SOCIETY | |||||||
| 101A FIRST AVENUE STE 6 | WALTHAM | MA | 01950 | N/A | PUBLIC | CHARITABLE | $2,505 |
| NETWORK FOR GOOD MA | |||||||
| 1140 CONNECTICUT AVE NW STE 700 | WASHINGTON | DC | 20036 | N/A | PUBLIC | CHARITABLE | $100 |
| NEWBURYPORT ART ASSN | |||||||
| 65 WATER STREET | NEWBURYPORT | MA | 01950 | N/A | PUBLIC | CHARITABLE | $875 |
| OUR NEIGHBORS' TABLE | |||||||
| 194 MAIN STREET | AMESBURY | MA | 01913 | N/A | PUBLIC | CHARITABLE | $1,539 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PUBLIC | CHARITABLE | $100 |
| RESCUE INC | |||||||
| 54 PLEASANT STREET | NEWBURYPORT | MA | 01950 | N/A | PUBLIC | CHARITABLE | $500 |
| RUNWAY FOR RECOVERY | |||||||
| 14 INN STREET | NEWBURYPORT | MA | 01950 | N/A | PUBLIC | CHARITABLE | $1,040 |
| S G KOMEN FOR THE CURE | |||||||
| 13770 NOEL ROAD STE 801889 | DALLAS | TX | 75380 | N/A | PUBLIC | CHARITABLE | $780 |
| SAN DIEGO HUMANE SOCIETY | |||||||
| 5480 GAINES STREET | SAN DIEGO | CA | 92110 | N/A | PUBLIC | CHARITABLE | $1,250 |
| SAN DIEGO LGBT CENTER | |||||||
| 3909 CENTRE STREET | SAN DIEGO | CA | 92103 | N/A | PUBLIC | CHARITABLE | $105 |
| SAN DIEGO STATE UNIV | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | N/A | PUBLIC | CHARITABLE | $3,000 |
| SAN DIEGO ZOO WILDLIFE ALLIANCE | |||||||
| 2920 ZOO DRIVE | SANDIEGO | CA | 92101 | N/A | PUBLIC | CHARITABLE | $400 |
| SEACREST FOUNDATION SAN DIEGO | |||||||
| 1222 16TH AVENUE S STE 13 | NASHVILLE | TN | 37212 | N/A | PUBLIC | CHARITABLE | $100 |
| 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 | $135 |
| SWEET PAWS RESCUE | |||||||
| 310 MAIN STREET | GROVELAND | MA | 01834 | N/A | PUBLIC | CHARITABLE | $500 |
| TRANSGENDER LAW CENTER | |||||||
| PO BOX 70976 | OAKLAND | CA | 94612 | N/A | PUBLIC | CHARITABLE | $250 |
| UC SAN DIEGO | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | N/A | PUBLIC | CHARITABLE | $250 |
| UNIV OF WISCONSINUNIV OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | N/A | PUBLIC | CHARITABLE | $2,300 |
| UNIV OF WISCONSIN HILLEL | |||||||
| 611 LANGDON STREET | MADISON | WI | 53703 | N/A | PUBLIC | CHARITABLE | $100 |
| WARREN WALKER SCHOOL PROMISE FOUNDATION | |||||||
| 4605 POINT LOMA AVENUE | SAN DIEGO | CA | 92107 | N/A | PUBLIC | CHARITABLE | $750 |
| WONDER DOG RESCUE | |||||||
| 354 PALM AVENUE | PENGROVE | CA | 94951 | N/A | PUBLIC | CHARITABLE | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,084 | 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 | $4 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,102 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,164 | 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 | $14,270 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,270 | 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 |
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 | AT COST | $79,050 | $126,825 |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | AT COST | $44,330 | $73,755 |
| FIRST TRUST IV ENHANCED SHORT MATURITY ETF | AT COST | $102,073 | $101,660 |
| FIRST TRUST US EQUITY OPPTYS ETF | AT COST | $90,348 | $153,138 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX ETF | AT COST | $89,990 | $120,512 |
| ISHARES CORE S&P US GROWTH ETF | AT COST | $87,765 | $173,460 |
| ISHARES CORES S&P ETF | AT COST | $181,327 | $310,044 |
| ISHARES RUSSELL 2000 GROWTH ETF | AT COST | $33,876 | $51,284 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $6,360 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,180 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTEMENT MANAGMENT FEES | CategoryTxt |
| Amt | $7,905 | Amt |
| Net Investment Income | $7,905 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTERNAL REVENUE SERVICE | $162 | $0 | $0 |
| FRANCHISE TAX BOARD | $59 | $0 | $0 |
| CA SECRETARY OF STATE | $20 | $0 | $0 |
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