CATHCART MILLENNIUM FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CATHCART MILLENNIUM FOUNDATION INC (EIN 77-0524144)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-01
- IRS object ID
- 201931829349100018
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-01T18:56:07-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810920095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEISTER & NUNES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 EUGENIA PL STE B | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770524144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHCART MILLENNIUM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 8056871553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 HOT SPRINGS RD | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOLORES CATHCART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8056871553 | PhoneNum |
| Signature | 2019-07-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLEY K NUNES CPA | PreparerPersonNm |
| PTIN | P01427377 | PTIN |
| Phone | 8056847629 | PhoneNum |
| Preparation | 2019-07-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.214.241.195 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-01 | IPDt |
| IP Tm | 18:56:07 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B93469EDAED4B467418FF72ED64C989539BAD9B0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B93469EDAED4B467418FF72ED64C989539BAD9B0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,719,869 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $7,339 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,762 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,339 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $130,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,569 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $130,569 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $145,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,962 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,870 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,293 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $137,908 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $60 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,293 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $137,908 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,818 | CashBOYAmt |
| Cash EOY | $25,666 | CashEOYAmt |
| Cash EOYFMV | $25,666 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,095,382 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,095,382 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,480,553 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $203,675 | CorporateStockBOYAmt |
| Corporate Stock EOY | $213,137 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $213,650 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,317,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,334,185 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,719,869 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,317,875 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,334,185 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,317,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,334,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,317,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,334,185 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,317,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,310 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,334,185 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,334,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDEN ST TOB SECURITIZATION CORP | P | 2015-08-26 | 2018-08-30 | $20,000 | $15,798 | $4,202 | $4,202 |
| SAN JOSE CALIF REDEV AGY TAX FULL CA | P | 2015-08-26 | 2018-01-08 | $125,000 | $125,240 | -$240 | -$240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,962 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,815 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $201,970 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.464500 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $148,815 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $115,845 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.284604 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,887 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $138,862 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.726527 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,923,075 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.022941 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $88,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,923,075 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.022559 | DistributionYr5Rt |
| Total Distribution | 2.521131 | TotalDistributionRt |
| Average Distribution | 0.504226 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,383 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,383 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $125,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,383 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,383 | SubtotalAmt |
| Tax Based On Investment Income | $1,383 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $1,433 | TaxDueAmt |
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 | false | 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 |
| Individual With Books | SHELLEY NUNES CPA | IndividualWithBooksNm |
| Phone | 8056847629 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101-B EUGENIA PLACE | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93013 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOLORES CATHCART | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 HOT SPRINGS RD | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 |
| 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) |
|---|---|---|
| Tax Based On Investment Income | $1,383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,383 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $125,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,383 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $123,617 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $89,117 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $145,393 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $86,086 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $320,596 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $125,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $445,596 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $445,596 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $89,117 | ExcessFromYear3Amt |
| Excess From Year2 | $145,393 | ExcessFromYear2Amt |
| Excess From Year1 | $86,086 | ExcessFromYear1Amt |
| Excess From Current Year | $125,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DOLORES CATHCART | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 HOT SPRINGS RD | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8055650257 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Restrictions On Awards | ADDRESS SOCIAL NEEDS, PRESERVE THE ENVIRONMENT, OR FURTHER EDUCATION AND THE ARTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASA DOLORES | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1023 BATH STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NON PROFIT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | DIRECT DONATION | GrantOrContributionPurposeTxt |
| Amt | $125,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,339 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $130,569 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $3,962 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,962 | ExclusionAmt |
| Related Or Exempt Function Incm | $137,908 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,870 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | THE 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 ARTS | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $500 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HILLTOP SEC | StockNm |
| EOY Book Value | $213,137 | EOYBookValueAmt |
| EOYFMV | $213,650 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,095,382 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,480,553 | StateLocalSecEOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CA FRANCHISE TAX BOARD | $10 |
| CA REGISTRY TRUSTS | $50 |
Comments