CATHCART MILLENNIUM FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CATHCART MILLENNIUM FOUNDATION INC (EIN 77-0524144)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202043219349106669
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T17:23:21-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810920095PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MEISTER & NUNES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 EUGENIA PL STE BAddressLine1Txt
CityCARPINTERIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93013ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770524144EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATHCART MILLENNIUM FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCATHBusinessNameControlTxt
Phone8056847629PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101-B EUGENIA PLACEAddressLine1Txt
CityCARPINTERIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93013ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHELLEY K NUNESPersonNm
Person TitleCPAPersonTitleTxt
Phone8056871553PhoneNum
Signature2020-11-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELLEY K NUNES CPAPreparerPersonNm
PTINP01427377PTIN
Phone8056847629PhoneNum
Preparation2020-11-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.214.241.195IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm17:23:21IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB93469EDAED4B467418FF72ED64C989539BAD9B0AtSubmissionCreationDeviceId
At Submission Filing Device IdB93469EDAED4B467418FF72ED64C989539BAD9B0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$172,766FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,918InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,068InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,918InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$103,235DividendsRevAndExpnssAmt
Dividends Net Invst Incm$103,235DividendsNetInvstIncmAmt
Dividends Adj Net Incm$103,235DividendsAdjNetIncmAmt
Total Rev And Expnss$106,153TotalRevAndExpnssAmt
Total Net Invst Incm$104,303TotalNetInvstIncmAmt
Total Adj Net Incm$106,153TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,493TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,993TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,282,759ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,282,759ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,284,752TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,282,759TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,178,599ExcessRevenueOverExpensesAmt
Net Investment Income$104,303NetInvestmentIncomeAmt
Adjusted Net Income$106,153AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,666CashBOYAmt
Cash EOY$172,766CashEOYAmt
Cash EOYFMV$172,766CashEOYFMVAmt
US Government Obligations BOY$1,095,382USGovernmentObligationsBOYAmt
Corporate Stock BOY$213,137CorporateStockBOYAmt
Total Assets BOY$1,334,185TotalAssetsBOYAmt
Total Assets EOY$172,766TotalAssetsEOYAmt
Total Assets EOYFMV$172,766TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,334,185NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$172,766NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,334,185TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$172,766TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,334,185TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$172,766TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,334,185TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,178,599ExcessRevenueOverExpensesAmt
Other Increases$3,017,180OtherIncreasesAmt
Subtotal$172,766SubtotalAmt
Tot Net Ast Or Fund Balances EOY$172,766TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$123,617AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$162,000NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.763068DistributionYr1Rt
Adjusted Qlfy Distri Yr2$93,815AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$201,970NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.464500DistributionYr2Rt
Adjusted Qlfy Distri Yr3$148,815AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$115,845NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.284604DistributionYr3Rt
Adjusted Qlfy Distri Yr4$100,887AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$138,862NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.726527DistributionYr4Rt
Adjusted Qlfy Distri Yr5$90,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,923,075NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.022941DistributionYr5Rt
Total Distribution3.261640TotalDistributionRt
Average Distribution0.652328AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,043NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,043AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,282,759QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,043InvestmentIncomeExciseTaxAmt
Subtotal$1,043SubtotalAmt
Tax Based On Investment Income$1,043TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$39EsPenaltyAmt
Tax Due$1,082TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHELLEY K NUNESIndividualWithBooksNm
Phone8056847629PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11101-B EUGENIA PLACEAddressLine1Txt
CityCARPINTERIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93013ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOLORES CATHCART
829 HOT SPRINGS RDMONTECITOCA93108PRESIDENT000.00$0$0$0
SHELLEY K NUNES
1101-B EUGENIA PLACECARPINTERIACA93013CPA000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$1,043TaxBasedOnInvestmentIncomeAmt
Total Tax$1,043TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,282,759ExpensesAndContributionsAmt
Qualifying Distributions$4,282,759QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,043PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,281,716AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$89,117ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$145,393ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$86,086ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$125,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$445,596TotalExcessDistributionCyovAmt
Qualifying Distributions$4,282,759QualifyingDistributionsAmt
Remaining Distri From Corpus$4,282,759RemainingDistriFromCorpusAmt
Total Corpus$4,728,355TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,728,355ExcessDistriCyovToNextYrAmt
Excess From Year4$89,117ExcessFromYear4Amt
Excess From Year3$145,393ExcessFromYear3Amt
Excess From Year2$86,086ExcessFromYear2Amt
Excess From Year1$125,000ExcessFromYear1Amt
Excess From Current Year$4,282,759ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSHELLEY NUNES CPARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11101-B EUGENIA PLACEAddressLine1Txt
CityCARPINTERIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93013ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8056847629RecipientPhoneNum
Form And Info And MaterialsLETTERFormAndInfoAndMaterialsTxt
Restrictions On AwardsADDRESS SOCIAL NEEDS, PRESERVE THE ENVIRONMENT, OR FURTHER EDUCATION AND THE ARTSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA DOLORES
1023 BATH STREETSANTA BARBARACA93101NONENON PROFITDIRECT DONATION$55,200
CASA DOLORES
1023 BATH STREETSANTA BARBARACA93101NONENON-PROFITDIRECT DONATION$4,063,322
CASA DOLORES
1023 BATH STREETSANTA BARBARACA93101NONENON-PROFITDIRECT DONATION$164,237
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,282,759TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,918RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$103,235RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$106,153RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$106,153TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementTHE PURPOSE OF THE ORGANIZATION IS TO OPERATE AS A CHARITABLE FOUNDATION UNDER THE INTERNAL REVENUE CODE TO PROVIDE FUNDING TO CHARITABLE ORGAINZATIONS, INCLUDING BUT NOT LIMITED TO CHARITIES THAT: 1) ADDRESS SOCIAL NEEDS 2) PRESERVE THE ENVIRONMENT 3) FURTHER EDUCTION AND THE ARTSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$500Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockHILLTOP SECStockNm

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON STOCKDesc
Amt$3,017,180Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
CA FRANCHISE TAX BOARD$10
CA REGISTRY TRUSTS$50
US TREASURY$1,433

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