CASA DOLORES: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CASA DOLORES (EIN 77-0574338)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349109616
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T18:19:59-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810920095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEISTER & NUNES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 EUGENIA PL STE B | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770574338 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASA DOLORES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CASA | BusinessNameControlTxt |
| Phone | 8056871553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101-B EUGENIA PLACE | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HECTOR ALESSANDRO CABRERO | PersonNm |
| Person Title | BOARD CHAIRMAN | PersonTitleTxt |
| Phone | 8056847629 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HECTOR A | PersonFirstNm |
| Person Last | CABRERO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLEY K NUNES CPA | PreparerPersonNm |
| PTIN | P01427377 | PTIN |
| Phone | 8056847629 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $6,800,708 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $372,718 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,646 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $558 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,646 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $181,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,356 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $181,356 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $561,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,914 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $189,002 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $4,641 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $552 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,327 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $190 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $21,127 | OccupancyRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $73 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,509 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $135 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $469,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,914 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $189,002 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94,230 | CashBOYAmt |
| Cash EOY | $430,855 | CashEOYAmt |
| Cash EOYFMV | $430,855 | CashEOYFMVAmt |
| Inventories BOY | $40,523 | InventoriesBOYAmt |
| Inventories EOY | $40,523 | InventoriesEOYAmt |
| Inventories EOYFMV | $40,523 | InventoriesEOYFMVAmt |
| US Government Obligations BOY | $138,591 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $185,659 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $185,659 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,200,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,143,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,143,671 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,474,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,800,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,800,708 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,474,276 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,800,708 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,474,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,800,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,474,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,800,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,474,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $469,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,857,131 | OtherIncreasesAmt |
| Subtotal | $6,800,708 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,800,708 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,529 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,529 | SubtotalAmt |
| Tax Based On Investment Income | $2,529 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2,529 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CASADOLORES.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELLEY NUNES CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056847629 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101-B EUGENIA PLACE | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DOLORES J CATHCART | ||||||||
| 829 HOTSPRINGS ROAD | MONTECITO | CA | 93108 | BOARD CHAIRW | 1.00 | $0 | $0 | $0 |
| HECTOR ALESSANDRO CABRERO | ||||||||
| 1023 BATH STREET | SANTA BARBARA | CA | 93101 | BOARD CHAIRM | 1.00 | $0 | $0 | $0 |
| CLAUDIA MCLAUGHLIN | ||||||||
| 619 ALSTON ROAD | SANTA BARBARA | CA | 93108 | EXECUTIVE DI | 20.00 | $55,000 | $0 | $0 |
| SHELLEY NUNES | ||||||||
| 1101-B EUGENIA PLACE | CARPINTERIA | CA | 93013 | CPA | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE A FACILITY DEVOTED TO THE PRESERVATION & SHOWCASING OF MEXICAN POPULAR ART | Description1Txt |
| Expenses1 | $92,418 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,360,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,543 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $40,523 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,663,613 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,663,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,578,659 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $135 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $135 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $135 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $135 | RemainingDistriFromCorpusAmt |
| Total Corpus | $135 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $189,002 | CurrentYearAmt |
| Year1 | $3,352 | Year1Amt |
| Year2 | $59 | Year2Amt |
| Year3 | $10 | Year3Amt |
| Total | $192,423 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $160,652 | CurrentYearAmt |
| Year1 | $2,849 | Year1Amt |
| Year2 | $50 | Year2Amt |
| Year3 | $9 | Year3Amt |
| Total | $163,560 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $135 | CurrentYearAmt |
| Year1 | $270 | Year1Amt |
| Year2 | $135 | Year2Amt |
| Total | $540 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $135 | CurrentYearAmt |
| Year1 | $270 | Year1Amt |
| Year2 | $135 | Year2Amt |
| Total | $540 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,800,708 | CurrentYearAmt |
| Year1 | $296,756 | Year1Amt |
| Year2 | $139,931 | Year2Amt |
| Year3 | $51,928 | Year3Amt |
| Total | $7,289,323 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,800,708 | CurrentYearAmt |
| Year1 | $296,756 | Year1Amt |
| Year2 | $139,931 | Year2Amt |
| Year3 | $51,928 | Year3Amt |
| Total | $7,289,323 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLAUDIA MCLAUGHLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1023 BATH STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8056871533 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRESERVATION AND SHOWCASING OF MEXICAN POPULAR ART | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,646 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $181,356 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $189,002 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $189,002 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CATHCART MILLENNIUM FOUNDATION INC | ||||||
| 1 | 1101-B EUGENIA PLACE | CARPINTERIA | CA | 93013 | $172,830 | Yes (X) |
| DOLORES CATHCART | ||||||
| 2 | 1101-B EUGENIA PLACE | CARPINTERIA | CA | 93013 | $199,459 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,327 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UPS STOCK-COMPUTERSHARE | $6,009,691 | $6,009,691 |
| MERRILL LYNCH SECURITIES | $133,980 | $133,980 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $185,659 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $185,659 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $552 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $1,391 | |
| INSURANCE | $2,695 | |
| MARKETING | $135 | $135 |
| SUPPLIES | $797 | |
| TELEPHONE EXP | $2,026 | |
| WEB DESIGN | $465 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON STOCK | Desc |
| Amt | $1,857,131 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FRANCHISE TAX BOARD | $20 |
| REGISTRY OF CHARITABLE TR | $150 |
| SECRETARY OF STATE | $20 |