COSTA FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: COSTA FAMILY FOUNDATION (EIN 27-0989324)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-09-29
IRS object ID: 202042739349100409
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
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-09-29T10:48:02-07:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	770266252	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Hamilton & Company LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4285 Spyres Way	AddressLine1Txt
City	Modesto	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95356	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	270989324	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COSTA FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	COST	BusinessNameControlTxt
Phone	2096026632	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	c/o 4285 SPYRES WAY	AddressLine1Txt
City	MODESTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95356	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFREY R HAMILTON	PersonNm
Person Title	CFO/Direct	PersonTitleTxt
Signature	2020-09-29	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey R Hamilton	PreparerPersonNm
PTIN	P00011563	PTIN
Phone	2095771280	PhoneNum
Self Employed	Yes (X)	SelfEmployedInd

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)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,131	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$30,000	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Other Income Rev And Expnss	$144	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$30,144	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$60	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$3,054	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$3,114	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$64,240	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$64,240	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$67,354	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$64,240	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$37,210	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$3,191	CashEOYAmt
Cash EOYFMV	$3,131	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$40,401	SavAndTempCashInvstBOYAmt
Total Assets BOY	$40,401	TotalAssetsBOYAmt
Total Assets EOY	$3,191	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,131	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$40,401	CapitalStockBOYAmt
Capital Stock EOY	$3,191	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$40,401	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,191	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$40,401	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,191	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$40,401	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$37,210	ExcessRevenueOverExpensesAmt
Subtotal	$3,191	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,191	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

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	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	DENISE COSTA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2095450231	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4300 Spyres Way	AddressLine1Txt
City	MODESTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95356	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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
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 (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
DAN J COSTA
1204 COUNTRYVIEW DRIVE	MODESTO	CA	95356	President/Direc	1.00	$0
DENISE L COSTA
1204 COUNTRYVIEW DRIVE	MODESTO	CA	95356	Secretary/Direc	1.00	$0
JEFFREY R HAMILTON
4285 SPYRES WAY	MODESTO	CA	95356	CFO/Direct	1.00	$0
DANIEL S COSTA
484 S MANLEY	RIPON	CA	95366	Director	1.00	$0
KELSIE L COSTA
2917 LAGUNA	SAN FRANCISCO	CA	94123	Director	1.00	$0
Brad Ardis
c/o 4285 Spyres Way	Modesto	CA	95356	Director	0.00	$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	SOCIETY FOR DISABILITIESTO IMPROVE THE QUALITY OF LIFE AND SELF-SUFFICIENCY OF disABLED CHILDREN AND ADULTS.	Description1Txt
Expenses1	$0	Expenses1Amt
Description2	EDUCATION FOUNDATIONTO SUPPORT PROGRAMS WHICH ENHANCE SELF-ESTEEM, ACHIEVE ACADEMIC EXCELLENCE, AND INCREASE COMMUNITY SUPPORT FOR PUBLIC EDUCATION.	Description2Txt
Description3	SALVATION ARMYPROVIDE SUPPORT IN ALL WAYS TO COMMUNITIES	Description3Txt
Description4	POLICE ACTIVITIES LEAGUETO PROVIDE PRO-ACTIVE RECREATIONAL, CULTURAL AND SOCIAL PROGRAMS FOR ALL YOUTH IN STANISLAUS COUNTY.	Description4Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	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	$64,240	ExpensesAndContributionsAmt
Qualifying Distributions	$64,240	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$64,240	AdjustedQualifyingDistriAmt

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	$0	CurrentYearAmt
Total	$0	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$64,240	CurrentYearAmt
Year1	$210,839	Year1Amt
Year2	$2,540	Year2Amt
Year3	$120,009	Year3Amt
Total	$397,628	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$64,240	CurrentYearAmt
Year1	$210,839	Year1Amt
Year2	$2,540	Year2Amt
Year3	$120,009	Year3Amt
Total	$397,628	TotalAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
Current Year	$3,191	CurrentYearAmt
Total	$3,191	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DAN J COSTA	ContributingManagerNm
Contributing Manager	DENISE L COSTA	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	DENISE COSTA	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1204 COUNTRY VIEW DRIVE	AddressLine1Txt
City	MODESTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95356	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2095771280	RecipientPhoneNum
Form And Info And Materials	AN APPLICATION FORM OR A GRANT PROPOSAL SHOULD BE IN WRITTING AND INCLUDE THE ORGANIZATIONS EXEMPT CHARITABLE STATUS AND WHAT THE GRANT WILL BE USED FOR.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NO DEADLINES	SubmissionDeadlinesTxt
Restrictions On Awards	THE FOUNDATION WILL ONLY MAKE DISTRIBUTIONS IN THE FORM OF A GRANT TO ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTIONS 501(C)(3).	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SALVATION ARMY
625 I STREET	MODESTO	CA	95354	none	PC	TO PROVIDE SUPPORT IN ALL WAYS TO COMMUNITIES	$40,240
Omega Nu
120 WALL STREET FL 26	NEW YORK	NY	10005	none	PC	TO PROVIDE EMERGENCY ASSISTANCE TO HUMAN RIGHTS DEFENDERS	$500
Stanislaus EDUCATION FOUNDATION
1100 H STREET	MODESTO	CA	95354	none	PC	TO INCREASE COMMUNITY SUPPORT FOR PUBLIC EDUCATION	$5,000
DEA Survivors Benefit Fund
2020 Pennsylvania Ave NW Ste 659	Washington DC	DC	20006	none	PC	Support general purposes of the organization	$1,000
Pupz and Palz
1430 Carpenter Lane	Modesto	CA	95351	none	PC	Supporet general purposes of the organization	$15,000
Juline Foundation for Children
1700 McHenry Ave	Modesto	CA	95350	none	PC	support general purposes of the organization	$2,000
Stanislaus Union School District
2410 Janna Ave	Modesto	CA	95350	none	PC	support general purposes of the organization	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$64,240	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Business	900099	BusinessCd
Unrelated Business Taxbl Incm	$144	UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$144	UnrelatedBusinessTaxblIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$144	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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	INSURANCE	Desc
Revenue And Expenses Per Books	$3,054	RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc
Revenue And Expenses Per Books	$144	RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	ca tax	CategoryTxt
Amt	$60	Amt

COSTA FAMILY FOUNDATION: Form 990PF, tax year 2019

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Total Assets TotalAssetsGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments