COSTA FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
COSTA FAMILY FOUNDATION (EIN 27-0989324)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201903199349105355
Schema version
2018v3.1
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)
Return2019-11-15T15:50:30-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770266252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hamilton & Company LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14285 Spyres WayAddressLine1Txt
CityModestoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95356ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270989324EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COSTA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOSTBusinessNameControlTxt
Phone2096026632PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14300 SPYRES WAYAddressLine1Txt
CityMODESTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95356ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY R HAMILTONPersonNm
Person TitleCFO/DirectPersonTitleTxt
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey R HamiltonPreparerPersonNm
PTINP00011563PTIN
Phone2095771280PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$40,401FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$194,100ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$505InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$505InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$505InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$100DividendsRevAndExpnssAmt
Dividends Net Invst Incm$100DividendsNetInvstIncmAmt
Dividends Adj Net Incm$100DividendsAdjNetIncmAmt
Total Rev And Expnss$194,705TotalRevAndExpnssAmt
Total Net Invst Incm$605TotalNetInvstIncmAmt
Total Adj Net Incm$605TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$375AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$23,905OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$851OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$23,054OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,290TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,236TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,054TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$187,785ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$187,785ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$212,075TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,236TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$210,839TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,370ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$605AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$57,771SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,401SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,401SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$57,771TotalAssetsBOYAmt
Total Assets EOY$40,401TotalAssetsEOYAmt
Total Assets EOYFMV$40,401TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$57,771CapitalStockBOYAmt
Capital Stock EOY$40,401CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$57,771TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$40,401TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$57,771TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$40,401TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$57,771TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,370ExcessRevenueOverExpensesAmt
Subtotal$40,401SubtotalAmt
Tot Net Ast Or Fund Balances EOY$40,401TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
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 FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DENISE COSTABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2095450231PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11204 COUNTRYVIEW DRIVEAddressLine1Txt
CityMODESTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95356ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAN J COSTA
1204 COUNTRYVIEW DRIVEMODESTOCA95356President/Direc1.00$0
DENISE L COSTA
1204 COUNTRYVIEW DRIVEMODESTOCA95356Secretary/Direc1.00$0
JEFFREY R HAMILTON
4285 SPYRES WAYMODESTOCA95356CFO/Direct1.00$0
DANIEL S COSTA
484 S MANLEYRIPONCA95366Director1.00$0
KELSIE L COSTA
2917 LAGUNASAN FRANCISCOCA94123Director1.00$0
Brad Ardis
c/o 4285 Spyres WayModestoCA95356Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SOCIETY FOR DISABILITIESTO IMPROVE THE QUALITY OF LIFE AND SELF-SUFFICIENCY OF disABLED CHILDREN AND ADULTS.Description1Txt
Expenses1$0Expenses1Amt
Description2EDUCATION FOUNDATIONTO SUPPORT PROGRAMS WHICH ENHANCE SELF-ESTEEM, ACHIEVE ACADEMIC EXCELLENCE, AND INCREASE COMMUNITY SUPPORT FOR PUBLIC EDUCATION.Description2Txt
Description3SALVATION ARMYPROVIDE SUPPORT IN ALL WAYS TO COMMUNITIESDescription3Txt
Description4POLICE ACTIVITIES LEAGUETO PROVIDE PRO-ACTIVE RECREATIONAL, CULTURAL AND SOCIAL PROGRAMS FOR ALL YOUTH IN STANISLAUS COUNTY.Description4Txt

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
Reduction Claimed$0ReductionClaimedAmt
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)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$210,839ExpensesAndContributionsAmt
Qualifying Distributions$210,839QualifyingDistributionsAmt
Adjusted Qualifying Distri$210,839AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$210,839CurrentYearAmt
Year1$2,540Year1Amt
Year2$120,009Year2Amt
Year3$248,971Year3Amt
Total$582,359TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$210,839CurrentYearAmt
Year1$2,540Year1Amt
Year2$120,009Year2Amt
Year3$248,971Year3Amt
Total$582,359TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Year3$97,537Year3Amt
Total$97,537TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Year3$97,537Year3Amt
Total$97,537TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAN J COSTAContributingManagerNm
Contributing ManagerDENISE L COSTAContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDENISE COSTARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11204 COUNTRY VIEW DRIVEAddressLine1Txt
CityMODESTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95356ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2095771280RecipientPhoneNum
Form And Info And MaterialsAN 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 DeadlinesNO DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsTHE 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/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SALVATION ARMY
625 I STREETMODESTOCA95354nonePCTO PROVIDE SUPPORT IN ALL WAYS TO COMMUNITIES$24,440
NORTH MODESTO KIWANIS
PO BOX 473MODESTOCA95353noneTO PROVIDE COMMUNITY SERVICE PROJECTS TO SERVE AND BENEFIT CHILDREN$500
Omega Nu
120 WALL STREET FL 26NEW YORKNY10005noneTO PROVIDE EMERGENCY ASSISTANCE TO HUMAN RIGHTS DEFENDERS$500
EDUCATION FOUNDATION
1100 H STREETMODESTOCA95354noneTO INCREASE COMMUNITY SUPPORT FOR PUBLIC EDUCATION$20,790
POLICE ACTIVITIES LEAGUE
1325 BEVERLY DRIVEMODESTOCA95351noneTO PROVIDE PRO-ACTIVE ACTIVITIES FOR YOUTH IN STANISLAUS COUNTY$20,690
WITHOUT MY PERMISSION
1509 K STREETMODESTOCA95354noneTO STOP HUMAN TRAFFICKING$20,865
valley childrens hospital
9300 Valley Childrens PlaceMaderaCA93636noneto support medical care of children in the greater Modesto Ca area$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$187,785TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$505RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$100RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$605RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$605TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$375Amt
Net Investment Income$375NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$12$12
INSURANCE$3,054$3,054
misc$1$1
permits$23$23
Special Event Expenses$20,815$815$20,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE FEESCategoryTxt
Amt$10Amt
Net Investment Income$10NetInvestmentIncomeAmt

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