BETA

CARMELO 3 FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CARMELO 3 FOUNDATION (EIN 82-2766296)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-29
IRS object ID
202033039349101363
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-10-29T18:03:40-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954717980PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WERSHOW AND BLOOM LLP CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116633 VENTURA BOULEVARD STE 711AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN822766296EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CARMELO 3 FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARMBusinessNameControlTxt
Phone6505752625PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line161 OLIVE COURTAddressLine1Txt
CityMOUNTAIN VIEWCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94041ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURIE BIROSPersonNm
Person TitleTREASURER/CFOPersonTitleTxt
Phone6505752625PhoneNum
Signature2020-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEWART E BLOOMPreparerPersonNm
PTINP01295414PTIN
Phone3105579770PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.241.78.216IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-29IPDt
IP Tm15:49:30IPTm
IP TimezonePDIPTimezoneCd
Federal Original Submission Id96536420203030336e53FederalOriginalSubmissionId
Federal Original Submission Id2020-10-29FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3A86C8A634B95BD7EEB22BF2B3ADAAA194EF07C8AtSubmissionCreationDeviceId
At Submission Filing Device Id3A86C8A634B95BD7EEB22BF2B3ADAAA194EF07C8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$962,573FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$228InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$228InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,672DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,672DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$125,355NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$899,541GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$125,355CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$143,255TotalRevAndExpnssAmt
Total Net Invst Incm$143,255TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,779OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,799TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,337ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,337ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,136TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,337TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$87,119ExcessRevenueOverExpensesAmt
Net Investment Income$143,255NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,482CashBOYAmt
Cash EOY$15,653CashEOYAmt
Cash EOYFMV$15,653CashEOYFMVAmt
Other Investments BOY$768,877OtherInvestmentsBOYAmt
Other Investments EOY$854,825OtherInvestmentsEOYAmt
Other Investments EOYFMV$946,920OtherInvestmentsEOYFMVAmt
Total Assets BOY$783,359TotalAssetsBOYAmt
Total Assets EOY$870,478TotalAssetsEOYAmt
Total Assets EOYFMV$962,573TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$781,492CapitalStockBOYAmt
Capital Stock EOY$781,492CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,867RetainedEarningBOYAmt
Retained Earning EOY$88,986RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$783,359TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$870,478TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$783,359TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$870,478TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$783,359TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$87,119ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$870,478SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$870,478TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LPL FINANCIALP$210,155$204,244$5,911$5,911
LPL FINANCIALP$689,182$569,738$119,444$119,444
LPL FINANCIALP$204$204$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$125,355CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$812,730NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$880,432NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,433NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,433AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$38,337QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,433InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,433SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,433TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$55EsPenaltyAmt
Tax Due$1,488TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWERSHOW BLOOM LLP CPA'SIndividualWithBooksNm
Phone3105579770PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116633 VENTURA BOULEVARD SUITE 711AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JULIE PARKER
7236 MARGERUM AVENUESAN DIEGOCA92120PRESIDENT/CEO0.25$0$0$0
LAURIE BARRETT BIROS
61 OLIVE COURTMOUNTAIN VIEWCA94041TREASURER/CFO0.50$0$0$0
AMANDA BROOKS
7 HOPE STREETNEWBURYPORTMA01950VICE PRESIDENT/CORPORATE S0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$878,773AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,067AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$893,840TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$893,840AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,408CashDeemedCharitableAmt
Net Vl Noncharitable Assets$880,432NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,022MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,022MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,433TaxBasedOnInvestmentIncomeAmt
Total Tax$1,433TotalTaxAmt
Distributable Before Adj$42,589DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$42,589DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$42,589DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,337ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$38,337QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,433PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$36,904AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,589DistributableAsAdjustedAmt
Undistributed Income PY$40,599UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$38,337QualifyingDistributionsAmt
Applied To Year1$38,337AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$2,262Taxable2Amt
Undistributed Income CY$42,589UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLAURIE BIROSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line161 OLIVE COURTAddressLine1Txt
CityMOUNTAIN VIEWCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94041ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6505752625RecipientPhoneNum
Recipient Email AddressLAURIEBIROS@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsSUBMIT IN WRITING; INCLUDE DESCRIPTION OF CHARITABLE ACTIVITIES; PURPOSE OF REQUEST; LA DEPT. OF SOCIAL SERVICES CAMPAIGN VERIFICATION; ANY OTHER INFORMATION AS REQUESTED BY THE FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HIMALAYAN FOUNDATION
909 MONTGOMERY STREET STE 400SAN FRANCISCOCA94133NONEGENERAL$400
BAY AREA FRIENDSHIP CIRCLE
3921 FABIAN WAYPALO ALTOCA94303NONEGENERAL$100
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087NONEGENERAL$50
BOY SCOUTS OF AMERICA
1207 UPAS STSAN DIEGOCA92103NONEGENERAL$200
BUILD A MIRACLE
11207 LADY FERN CTSAN DIEGOCA92131NONEGENERAL$1,000
CONGREGATION ETZ CHAYIM
4161 ALMA STPALO ALTOCA94306NONEGENERAL$6,613
CONNECTICUT DOWN SYNDROME ORG
60 PETER CTNEW BRITAINCT06051NONEGENERAL$500
COSTANOA COMMONS FARM
335 GOLF CLUB DRIVESANTA CRUZCA95060NONEGENERAL$475
DEPARTMENT OF CHILD AND FAMILY SERVICES LA COUNTY FOSTER SYSTEM
1373 E CENTER COURT DRCOVINACA91724NONEGENERAL$500
DEPARTMENT OF CHILD AND FAMILY SERVICES SCHOLARSHIP FUND
1373 E CENTER COURT DRCOVINACA91724NONEGENERAL$7,000
EASTLAKE ELEMENTARY FOUNDATION
1955 HILLSIDE DRCHULA VISTACA91913NONEGENERAL$102
FRANCIS PARKER SCHOOL
6501 LINDA VISTA RDSAN DIEGOCA92111NONEGENERAL$1,500
GIRL SCOUTS USA
420 5TH AVENEW YORKNY10018NONEGENERAL$200
GROSSMONT HIGH SCHOOL WRESTLING
1100 MURRAY DREL CAJONCA92020NONEGENERAL$300
JOG YOUR MEMORY 5K
56 NICHOLS RDNEEDHAMMA02492NONEGENERAL$1,049
KQED PUBLIC MEDIA
50 BEALE ST 5TH FLSAN FRANCISCOCA94105NONEGENERAL$100
LIBERTY CHARTER HIGH SCHOOL
8425 PALM STLEMON GROVECA91945NONEGENERAL$1,000
LEWIS & CLARK COLLEGE
615 S PALATINE HILL RDPORTLANDOR97219NONEGENERAL$1,500
LUCY'S LOVE BUS
21 WATER STAMESBURYMA01913NONEGENERAL$800
NATIONAL MULTIPLE SCLEROSIS SOCIETY
101A FIRST AVE STE 6WALTHAMMA02451NONEGENERAL$2,000
NEWBURYPORT ART ASSN
65 WATER STNEWBURYPORTMA01950NONEGENERAL$500
NEWBURYPORT HS GIRLS LACROSSE
241 HIGH STNEWBURYPORTMA01950NONEGENERAL$140
NUTMEG CONSERVATORY
58 MAIN STTORRINGTONCT06790NONEGENERAL$500
PROJECT PLAYGROUND
PO BOX 151NEW HARTFORDCT06057NONEGENERAL$520
RUNWAY FOR RECOVERY
14 INN STNEWBURYPORTMA01950NONEGENERAL$1,050
SAN DIEGO STATE UNIVERSITY AZTEC CLUB
5500 CAMPANILE DRSAN DIEGOCA92182NONEGENERAL$2,600
SAN DIEGO STATE UNIVERSITY VOLLEYBALL
5500 CAMPANILE DRSAN DIEGOCA92182NONEGENERAL$500
SAVE SAN DIEGO NEIGHBORHOODS
864 GRAND AVE PMB 526SAN DIEGOCA92109NONEGENERAL$200
SKI FOR CANCER
210 LANGDON STMADISONWI53703NONEGENERAL$250
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLMEMPHISTN38105NONEGENERAL$100
SUSAN G KOMEN FOR THE CURE
13747 MONTFORT DR 200DALLASTX75240NONEGENERAL$300
SWEET PAWS ANIMAL RESCUE
PO BOX 752ESSEXMA01929NONEGENERAL$288
THE SAN DIEGO LGBT COMMUNITY CENTER
3909 CENTRE STSAN DIEGOCA92020NONEGENERAL$2,000
THE SMITH CENTER FOR THE PERFORMING ARTS
361 SYMPHONY PARK AVELAS VEGASNV89106NONEGENERAL$1,000
TRIPLE NEGATIVE BREAST CANCER FOUNDATION
PO BOX 204NORWOODNJ07648NONEGENERAL$250
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVEMADISONWI53726NONEGENERAL$1,250
WARREN WALKER PROMISE FOUNDATION
4605 POINT LOMA AVESAN DIEGOCA92107NONEGENERAL$1,000
WOUNDED WARRIORS SUPPORT NETWORK
11118 RAJU STSAN DIEGOCA92129NONEGENERAL$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,337TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$228RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,672RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$125,355RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$143,255RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$143,255TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INCOME RECEIVED WAS DISTRIBUTED TO VARIOUS CHARITIES FOR THE
4FURTHERANCE OF THEIR GOALS, OPERATIONS, RESEARCH AND HUMANITARIAN
7ACTIVITIES.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLPL FINANCIALCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$854,825BookValueAmt
EOYFMV$946,920EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$102$0$0
MANAGEMENT FEES$6,266$0$0
MEETING EXPENSES$11,267$0$0
OFFICE EXPENSES$144$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySECRETARY OF STATECategoryTxt
Amt$20Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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