CARMELO 3 FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARMELO 3 FOUNDATION (EIN 82-2766296)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349108085
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T19:23:00-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952156485 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCKE KASAL FERRIS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3435 WILSHIRE BLVD SUITE 1020 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900101911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822766296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARMELO 3 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARM | BusinessNameControlTxt |
| Phone | 6505752625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 OLIVE COURT | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE BIROS | PersonNm |
| Person Title | TREASURER / CFO | PersonTitleTxt |
| Phone | 6505752625 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER G FERRIS CPA | PreparerPersonNm |
| PTIN | P00019487 | PTIN |
| Phone | 2133834144 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $989,696 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $215 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $215 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,836 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,421 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,612 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,663 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,032 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,707 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,359 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,532 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,349 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,349 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,532 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,849 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,131 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,942 | CashBOYAmt |
| Cash EOY | $32,929 | CashEOYAmt |
| Cash EOYFMV | $32,929 | CashEOYFMVAmt |
| Acct Rcvbl | $714 | AcctRcvblAmt |
| Acct Rcvbl BOY | $714 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $714 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $714 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $559,235 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $515,425 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $958,726 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,682 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,682 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | -$2,673 | LandEOYFMVAmt |
| Total Assets BOY | $578,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $549,068 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $989,696 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $11,374 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,374 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $781,492 | CapitalStockBOYAmt |
| Capital Stock EOY | $781,492 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$202,601 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$243,798 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $578,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $537,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $578,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $549,068 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $578,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $537,694 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $537,694 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FT US EQ OPPTYS ETF (69 SHS) | P | 2019-03-04 | 2024-04-26 | $6,979 | $4,987 | $1,992 | $1,992 |
| FT CAP STRENGTH ETF (49 SHS) | P | 2019-03-07 | 2024-04-26 | $4,039 | $2,582 | $1,457 | $1,457 |
| FT VAL LINE DIV INDEX ETF (103 SHS) | P | 2019-03-04 | 2024-04-26 | $4,219 | $3,310 | $909 | $909 |
| FT D WRIGHT FOC 5 ETF (156 SHS) | P | 2019-03-04 | 2024-04-26 | $8,534 | $4,610 | $3,924 | $3,924 |
| ISHS CORE S&P 500 ETF (30 SHS) | P | 2019-03-04 | 2024-04-26 | $15,355 | $8,428 | $6,927 | $6,927 |
| ISHS CORE S&P 500 ETF (40 SHS) | P | 2019-03-04 | 2024-11-06 | $23,729 | $11,237 | $12,492 | $12,492 |
| ISHS RUSS 2000 GRW ETF (3 SHS) | P | 2019-03-07 | 2024-04-26 | $761 | $581 | $180 | $180 |
| ISHS CORE S&P US GRW ETF (138 SHS) | P | 2019-03-07 | 2024-04-26 | $15,805 | $8,074 | $7,731 | $7,731 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,612 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $488 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $488 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $488 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAURIE BIROS | IndividualWithBooksNm |
| Phone | 6505752625 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 OLIVE COURT | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JULIE PARKER | ||||||||
| 7236 MARGERUM AVE | SAN DIEGO | CA | 92120 | PRESIDENT & CEO | 0.25 | $0 | $0 | $0 |
| LAURIE BIROS | ||||||||
| 61 OLIVE COURT | MOUNTAIN VIEW | CA | 94041 | TREASURER & CFO | 0.50 | $0 | $0 | $0 |
| AMANDA BROOKS | ||||||||
| 7 HOPE ST | NEWBURYPORT | MA | 01950 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $922,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,269 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $953,349 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $953,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,300 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $939,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,952 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,952 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $488 | TotalTaxAmt |
| Distributable Before Adj | $46,464 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,464 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,464 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,849 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,849 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,464 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,724 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,849 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,724 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,125 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $24,339 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURIE BIROS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 OLIVE COURT | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6505752625 | RecipientPhoneNum |
| Recipient Email Address | CARMELO3FOUNDATION@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMIT IN WRITING; INCLUDE A DESCRIPTION OF CHARITABLE ACTIVITIES; PURPOSE OR REQUEST; LA DEPT OF SOCIAL SERVICES CAMPAIGN VERIFICATION; ANY OTHER INFORMATION AS REQUESTED BY THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | N/A | PUBLIC | CHARITABLE | $1,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | |||||||
| 6355 NW 36TH ST | MIAMI | FL | 33166 | N/A | PUBLIC | CHARITABLE | $500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PUBLIC | CHARITABLE | $409 |
| AMERICAN HIMALAYAN FOUNDATION | |||||||
| 550 CALIFORNIA ST STE 350 | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC | CHARITABLE | $200 |
| BAY AREA FRIENDSHIP CIRCLE | |||||||
| 3921 FABIAN WAY STE A 023 | PALO ALTO | CA | 943034606 | N/A | PUBLIC | CHARITABLE | $185 |
| BAY AREA RIDGE TRAIL | |||||||
| PO BOX 3367 | BERKELEY | CA | 94703 | N/A | PUBLIC | CHARITABLE | $300 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 847415000 | N/A | PUBLIC | CHARITABLE | $523 |
| CARING FOR CAMBODIA | |||||||
| 12400 W HWY 71 STE 350-193 | AUSTIN | TX | 78738 | N/A | PUBLIC | CHARITABLE | $2,800 |
| CATHEDRAL HIGH SCHOOL BOSTON | |||||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | N/A | PUBLIC | CHARITABLE | $500 |
| CHALLENGED ATHLETES FOUND | |||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | N/A | PUBLIC | CHARITABLE | $523 |
| CHILD'S NATURE RETREAT | |||||||
| 5178 JAPATUL SPUR | ALPINE | CA | 91901 | N/A | PUBLIC | CHARITABLE | $515 |
| CLEAN AIR TASK FORCE | |||||||
| 114 STATE ST 6TH FLOOR | BOSTON | MA | 02109 | N/A | PUBLIC | CHARITABLE | $500 |
| COMMON ROOTS FARM | |||||||
| 301 GOLF CLUB DRIVE | SANTA CRUZ | CA | 95060 | N/A | PUBLIC | CHARITABLE | $270 |
| CONGREGATION ETZ CHAYIM PALO ALTO | |||||||
| 4161 ALMA STREET | PALO ALTO | CA | 94306 | N/A | PUBLIC | CHARITABLE | $19,066 |
| EASTERN KENTUCKY UNIVERSITY DEVELOPMENT OFFICE | |||||||
| 521 LANCASTER AVE | RICHMOND | KY | 40475 | N/A | PUBLIC | CHARITABLE | $250 |
| FIRE VOLLEYBALL CLUB | |||||||
| PO BOX 20018 | ATLANTA | GA | 30325 | N/A | PUBLIC | CHARITABLE | $2,000 |
| FLORIDA KEYS HEALTHY | |||||||
| PO BOX 61661 | KEY WEST | FL | 33041 | N/A | PUBLIC | CHARITABLE | $515 |
| HANDS FOR LIFE - KENSING | |||||||
| 3737 MORAGA AVE | SAN DIEGO | CA | 92117 | N/A | PUBLIC | CHARITABLE | $2,000 |
| HIGH TECH HIGH SCHOOL SAN DIEGO | |||||||
| 2861 WOMBLE RD | SAN DIEGO | CA | 92106 | N/A | PUBLIC | CHARITABLE | $575 |
| HUMAN RIGHTS CAMPAIGN | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | CHARITABLE | $1,000 |
| ISRAAID | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | N/A | PUBLIC | CHARITABLE | $512 |
| KEY WEST WILDLIFE CENTER | |||||||
| PO BOX 2297 | KEY WEST | FL | 33045 | N/A | PUBLIC | CHARITABLE | $325 |
| KEY WEST WOMANS CLUB | |||||||
| 319 DUVAL ST | KEY WEST | FL | 33040 | N/A | PUBLIC | CHARITABLE | $625 |
| LA JOLLA MUSIC SOCIETY | |||||||
| 76 FAY AVE | LA JOLLA | CA | 92037 | N/A | PUBLIC | CHARITABLE | $4,500 |
| LOS ANGELES DEPARTMENT OF CHILDREN AND FAMILY SERVICES | |||||||
| 1933 S BROADWAY 6TH FLOOR | LOS ANGELES | CA | 90007 | N/A | PUBLIC | CHARITABLE | $1,000 |
| LUCY LOVE BUS | |||||||
| 21 WATER ST STE302 | AMESBURY | MA | 01913 | N/A | PUBLIC | CHARITABLE | $1,031 |
| MARC INC | |||||||
| 1401 SEMINARY ST | KEY WEST | FL | 33040 | N/A | PUBLIC | CHARITABLE | $533 |
| MONTESSORI CHILDREN'S SCHOOL OF KEY WEST | |||||||
| 1221 VALRELA ST | KEY WEST | FL | 33040 | N/A | PUBLIC | CHARITABLE | $1,021 |
| NAACP | |||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | N/A | PUBLIC | CHARITABLE | $500 |
| OPTIMIST CLUB OF CORONADO | |||||||
| PO BOX 180251 | CORONADO | CA | 92178 | N/A | PUBLIC | CHARITABLE | $111 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PUBLIC | CHARITABLE | $250 |
| PLANNED PARENTHOOD ACTION | |||||||
| 2185 PACHECO ST | CONCORD | CA | 94520 | N/A | PUBLIC | CHARITABLE | $500 |
| POST | |||||||
| 222 HIGH ST | PALO ALTO | CA | 94133 | N/A | PUBLIC | CHARITABLE | $500 |
| PPGF | |||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | N/A | PUBLIC | CHARITABLE | $77 |
| REEF RELEIF | |||||||
| PO BOX 430 | KEY WEST | FL | 33041 | N/A | PUBLIC | CHARITABLE | $500 |
| RUN FOR RHONDA | |||||||
| 501 WHITEHEAD ST | KEY WEST | FL | 33040 | N/A | PUBLIC | CHARITABLE | $321 |
| SAN DIEGO LGBT | |||||||
| PO BOX 3357 | SAN DIEGO | CA | 92163 | N/A | PUBLIC | CHARITABLE | $2,650 |
| SAN DIEGO ZOO | |||||||
| 2920 ZOO DR | SAN DIEGO | CA | 92101 | N/A | PUBLIC | CHARITABLE | $438 |
| SF DANCE FOUNDATION | |||||||
| 601 VAN NESS AVENUE STE E426 | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC | CHARITABLE | $108 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | PUBLIC | CHARITABLE | $500 |
| ST MADELEINE SOPHIE CENTER | |||||||
| 2119 EAST MADISON AVE | EL CAJON | CA | 92109 | N/A | PUBLIC | CHARITABLE | $435 |
| STAR OF THE SEA FOUNDATION | |||||||
| 5640 MALONEY AVE | KEY WEST | FL | 33040 | N/A | PUBLIC | CHARITABLE | $1,560 |
| SUSAN G KOMEN | |||||||
| 13770 NOEL RD STE 801889 | DALLAS | TX | 75380 | N/A | PUBLIC | CHARITABLE | $773 |
| SYLVIA RIVERA LAW PROJECT | |||||||
| 147 W 24TH ST 5TH FLOOR | NEW YORK | NY | 10011 | N/A | PUBLIC | CHARITABLE | $250 |
| THE DECIBELS FOUNDATION | |||||||
| 9 CORNERSTONE SQ STE B400/233 | WESTFORD | MA | 01886 | N/A | PUBLIC | CHARITABLE | $500 |
| THE STUDIO OF THE KEYS | |||||||
| 533 EATON ST | KEY WEST | FL | 33040 | N/A | PUBLIC | CHARITABLE | $150 |
| TRANSGENDER LAW CENTER | |||||||
| PO BOX 70976 | OAKLAND | CA | 94612 | N/A | PUBLIC | CHARITABLE | $500 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | N/A | PUBLIC | CHARITABLE | $500 |
| UNITED HATZALAH | |||||||
| 442 5TH AVE STE 1866 | NEW YORK | NY | 10018 | N/A | PUBLIC | CHARITABLE | $185 |
| UNIVERSITY CITY HIGH SCHOOL CENTURION FOUNDATION | |||||||
| PO BOX 22693 | SAN DIEGO | CA | 92192 | N/A | PUBLIC | CHARITABLE | $780 |
| WESLEY HOUSE | |||||||
| 1304 TRUMAN AVE | KEY WEST | FL | 33040 | N/A | PUBLIC | CHARITABLE | $1,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,349 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $215 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,836 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,612 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $45,663 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,663 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME FROM INVESTMENTS WAS DISTRIBUTED TO VARIOUS CHARITIES FOR THE |
| 4 | FURTHER ADVANCEMENT OF THEIR GOALS, OPERATIONS, RESEARCH AND |
| 6 | HUMANITARIAN ACTIVITIES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST TRUST CAP STRENGTH ETF (1500 SHS) | AT COST | $76,467 | $127,427 |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (1500 SHS) | AT COST | $39,719 | $79,377 |
| FIRST TRUST US EQUITY OPPTYS ETF (1250 SHS) | AT COST | $85,360 | $141,141 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX ETF (2800 SHS) | AT COST | $86,680 | $117,697 |
| ISHARES CORE S&P US GROWTH ETF (1500 SHS) | AT COST | $79,690 | $189,795 |
| ISHARES CORES S&P ETF (550 SHS) | AT COST | $133,571 | $282,566 |
| ISHARES RUSSELL 2000 GROWTH ETF (75 SHS) | AT COST | $13,938 | $20,723 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 3 COMPUTERS | CategoryOrItemTxt |
| Cost Or Other Basis | $6,682 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $6,682 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,359 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTEMENT MANAGMENT FEES | CategoryTxt |
| Amt | $7,032 | Amt |
| Net Investment Income | $7,032 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEPARTMENT OF JUSTICE | $25 | $0 | $0 |
| IRS | $369 | $0 | $0 |
| PENALTY AND INTEREST | $19 | $0 | $0 |
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