CASA DOLORES: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CASA DOLORES (EIN 77-0574338)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349106435
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T18:56:39-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | CRAIG MEISTER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8056847629 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLEY K NUNES CPA | PreparerPersonNm |
| PTIN | P01427377 | PTIN |
| Phone | 8056847629 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.214.241.195 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 18:56:39 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B93469EDAED4B467418FF72ED64C989539BAD9B0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B93469EDAED4B467418FF72ED64C989539BAD9B0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,474,276 | 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 | $4,283,388 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,428 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $479 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,428 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,161 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $924 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $924 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,285,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $479 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,352 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $4,550 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $111 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $17,829 | OccupancyRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $107 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,824 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $270 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,200,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $479 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,352 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,408 | CashBOYAmt |
| Cash EOY | $94,230 | CashEOYAmt |
| Cash EOYFMV | $94,230 | CashEOYFMVAmt |
| Inventories BOY | $40,523 | InventoriesBOYAmt |
| Inventories EOY | $40,523 | InventoriesEOYAmt |
| Inventories EOYFMV | $40,523 | InventoriesEOYFMVAmt |
| US Government Obligations EOY | $138,591 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $138,591 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $4,200,932 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,200,932 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $139,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,474,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,474,276 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $139,931 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,474,276 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,931 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,474,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,931 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,474,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,931 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,200,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $133,468 | OtherIncreasesAmt |
| Subtotal | $4,474,276 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,474,276 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $135 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $92,150 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.001465 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $57,189 | NetVlNoncharitableAssetsYr2Amt |
| Net Vl Noncharitable Assets Yr3 | $61,317 | NetVlNoncharitableAssetsYr3Amt |
| Net Vl Noncharitable Assets Yr4 | $57,136 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $2,154 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $70,925 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030370 | DistributionYr5Rt |
| Total Distribution | 0.031835 | TotalDistributionRt |
| Average Distribution | 0.015918 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $347,383 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,530 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,535 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $270 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10 | SubtotalAmt |
| Tax Based On Investment Income | $10 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10 | TotalPaymentsAndCreditsAmt |
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 (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 |
|---|---|---|---|---|---|---|---|---|
| DOLORES J CATHCART | ||||||||
| 829 HOTSPRINGS ROAD | MONTECITO | CA | 93108 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CRAIG MEISTER | ||||||||
| 3165 SERENA AVE | CARPINTERIA | CA | 93013 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CLAUDIA MCLAUGHLIN | ||||||||
| 1910 SAN PASCUAL ST 1 | SANTA BARBARA | CA | 93101 | DIRECTOR | 20.00 | $55,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE A FACILITY DEVOTED TO THE PRESERVATION & SHOWCASING OF MEXICAN POPULAR ART | Description1Txt |
| Expenses1 | $161,267 | 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 | $162,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $40,523 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $352,673 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $352,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,290 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $347,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,369 | 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 | $270 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $270 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $270 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $270 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $270 | RemainingDistriFromCorpusAmt |
| Total Corpus | $270 | 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 | $3,352 | CurrentYearAmt |
| Year1 | $59 | Year1Amt |
| Year2 | $10 | Year2Amt |
| Year3 | $2 | Year3Amt |
| Total | $3,423 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,849 | CurrentYearAmt |
| Year1 | $50 | Year1Amt |
| Year2 | $9 | Year2Amt |
| Year3 | $2 | Year3Amt |
| Total | $2,910 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $270 | CurrentYearAmt |
| Year1 | $135 | Year1Amt |
| Total | $405 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $270 | CurrentYearAmt |
| Year1 | $135 | Year1Amt |
| Total | $405 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $296,756 | CurrentYearAmt |
| Year1 | $139,931 | Year1Amt |
| Year2 | $51,928 | Year2Amt |
| Total | $488,615 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $296,756 | CurrentYearAmt |
| Year1 | $139,931 | Year1Amt |
| Year2 | $51,928 | Year2Amt |
| Total | $488,615 | 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 | $2,428 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$792 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Related Or Exempt Function Incm | $924 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,560 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,560 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHCART MILLENNIUM FOUNDATION INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101-B EUGENIA PLACE | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,282,759 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 35,687 SHARES UPS STOCK | $4,063,322 | 2019-10-09 |
| 1 | SECURITIES | $55,200 | 2019-08-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,650 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FIRST TR INTER DURATION | AssetDesc |
| Acquired | 2013-05 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2019-08 | SoldDt |
| Gross Sales Price | $9,161 | GrossSalesPriceAmt |
| Basis | $9,953 | BasisAmt |
| Total Net | -$792 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UPS STOCK-COMPUTERSHARE | $4,177,520 | $4,177,520 |
| UPS STOCK-MERRILL LYNCH | $23,412 | $23,412 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $138,591 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $138,591 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $300 | |
| DUES & SUBSCRIPTIONS | $194 | |
| INSURANCE | $2,540 | |
| MARKETING | $270 | $270 |
| SUPPLIES | $513 | |
| TELEPHONE EXP | $2,007 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Revenue And Expenses Per Books | $924 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $924 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON STOCK | Desc |
| Amt | $133,468 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FRANCHISE TAX BOARD | $11 |
| REGISTRY OF CHARITABLE TR | $100 |