CARLMONT ACADEMIC FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CARLMONT ACADEMIC FOUNDATION (EIN 26-0325796)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-13
- IRS object ID
- 201803179349308385
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T16:27:39-08:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271713747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH V DALLI CPA A PROF CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 RALSTON AVE SUITE J | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260325796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLMONT ACADEMIC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 6505950210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 104 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE SEBTI | PersonNm |
| Person Title | CO PRESIDENT | PersonTitleTxt |
| Phone | 6505950210 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH DALLI | PreparerPersonNm |
| PTIN | P01360696 | PTIN |
| Phone | 6505961500 | PhoneNum |
| Preparation | 2018-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 18:27:39 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D988CBD4EC81FD9D7435A7AE855DF1202D4F1F55 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2AF561AED5CF417DF4A8F4480DC7452C8E7912DA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ULLA FOEHR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 104 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $720,234 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARLMONTACADEMICFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION FUNDS PROJECTS THAT WILL ENRICH THE EDUCATIONAL ENVIRONMENT AT CARLMONT HIGH SCHOOL, LOCATED IN BELMONT, CALIFORNIA THROUGH THE FUNDING FOR ESSENTIAL EDUCATIONAL PROGRAMS THAT WILL HAVE BROAD BASED, SUBSTANTIAL AND LASTING IMPACT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $540,139 | PYContributionsGrantsAmt |
| CY Contributions Grants | $628,400 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $43 | PYInvestmentIncomeAmt |
| CY Investment Income | $51 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,338 | PYOtherRevenueAmt |
| CY Other Revenue | $69,064 | CYOtherRevenueAmt |
| PY Total Revenue | $570,520 | PYTotalRevenueAmt |
| CY Total Revenue | $697,515 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $541,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $661,925 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $22,305 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,552 | PYOtherExpensesAmt |
| CY Other Expenses | $26,187 | CYOtherExpensesAmt |
| PY Total Expenses | $565,052 | PYTotalExpensesAmt |
| CY Total Expenses | $688,112 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,468 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,403 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $129,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,482 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,906 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,333 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $122,746 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $132,149 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION FUNDS PROJECTS THAT WILL ENRICH THE EDUCATIONAL ENVIRONMENT AT CARLMONT HIGH SCHOOL, LOCATED IN BELMONT, CALIFORNIA THROUGH THE FUNDING FOR ESSENTIAL EDUCATIONAL PROGRAMS THAT WILL HAVE BROAD BASED, SUBSTANTIAL AND LASTING IMPACT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $626,645 | ExpenseAmt |
| Grant | $626,645 | GrantAmt |
| Desc | THE FOUNDATION FUNDS PROJECTS THAT WILL ENRICH THE EDUCATIONAL ENVIRONMENT AT CARLMONT HIGH SCHOOL, LOCATED IN BELMONT, CALIFORNIA THROUGH THE FUNDING FOR ESSENTIAL EDUCATIONAL PROGRAMS THAT WILL HAVE BROAD BASED, SUBSTANTIAL AND LASTING IMPACT. FOR THE 2017-2018 PERIOD, FUNDING WAS PROVIDED TO THE SEQUOIA UNION HIGH SCHOOL DISTRICT FOR ADDITIONAL CLASS SECTIONS, AFTER- SCHOOL TUTORING, CHOIR SUPPORT, COLLEGE & CAREER COUNSELING, CROSS DEPARTMENTAL COLLABORATION, AND INSTRUCTIONAL SUPPLIES. CARLMONT ACADEMIC FOUNDATION HAS PROVIDED FUNDS TO SUPPORT ITS TEACHERS AND A VARIETY OF STUDENT PROGRAMS, INCLUDING AVID, CHOIR, PTSA GRANTS AND SOJOURN TO THE PAST. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,280 | ExpenseAmt |
| Grant | $19,280 | GrantAmt |
| Desc | THE CARLMONT ACADEMIC FOUNDATION FUNDS THE OPERATION OF RUNNING THE PERFORMANCE THEATER AND EQUIPMENTS FROM TIME TO TIME. IN THE REPORTING PERIOD, FOUNDATION PROVIDED 19,280 FOR SOUND EQUIPMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,000 | ExpenseAmt |
| Grant | $2,000 | GrantAmt |
| Desc | THE CARLMONT ACADEMIC FOUNDATION RECOGNIZES THE ACCOMPLISHMENTS OF ITS STUDENTS AND PROVIDES A SMALL NUMBER OF SCHOLARSHIPS EACH YEAR. IN THE REPORTING PERIOD, THE FOUNDATION AWARDED FOUR SCHOLARSHIPS OF 500 EACH. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,832 | ExpenseAmt |
| Grant | $14,000 | GrantAmt |
| Desc | CARLMONT ACADEMIC FOUNDATION PROVIDES FINANCIAL SUPPORT FOR THE PERFORMING ARTS CENTER, WHICH INCLUDES THE THEATER OPERATIONS. IN THE 2017-2018 REPORTING PERIOD, THE FOUNDATION'S EXPENSE CONTRIBUTION WAS A RELATIVELY SMALL PORTION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,832 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $14,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $662,757 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH V DALLI CPA | PersonNm |
| Phone | 6505961500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 RALSTON AVE ST J | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ULLA FOEHR | ||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CLAIRE SEBTI | ||||||
| CO PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NICKI FOX | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $628,400 | AllOtherContributionsAmt |
| Total Contributions | $628,400 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $91,783 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $22,719 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,064 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $697,515 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,925 | TotalAmt |
| Program Services | $659,925 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Program Services | $2,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866 | TotalAmt |
| Management And General | $866 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455 | TotalAmt |
| Management And General | $455 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,845 | TotalAmt |
| Fundraising | $1,845 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555 | TotalAmt |
| Fundraising | $1,555 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,788 | TotalAmt |
| Fundraising | $4,788 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,729 | TotalAmt |
| Management And General | $1,729 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BANK CHARGES | $12,433 | $12,433 | |
| MISCELLANEOUS SUPPLIES | $3,247 | $3,247 | |
| STATIONARY | $1,684 | $1,684 | |
| MISCELLANEOUS O/S CHECKS | -$2,415 | -$2,415 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,112 | TotalAmt |
| Program Services | $662,757 | ProgramServicesAmt |
| Management And General | $3,050 | ManagementAndGeneralAmt |
| Fundraising | $22,305 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,798 | BOYAmt |
| EOY | $128,029 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951 | BOYAmt |
| EOY | $951 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,018 | BOYAmt |
| EOY | $8,254 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885 | BOYAmt |
| EOY | $1,248 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,652 | BOYAmt |
| EOY | $138,482 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,906 | BOYAmt |
| EOY | $6,333 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,906 | BOYAmt |
| EOY | $6,333 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,746 | BOYAmt |
| EOY | $132,149 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,746 | BOYAmt |
| EOY | $132,149 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,652 | BOYAmt |
| EOY | $138,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,403 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $411,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $479,971 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $509,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $540,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $628,400 | CurrentTaxYearAmt |
| Total | $2,569,951 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $411,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $479,971 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $509,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $540,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $628,400 | CurrentTaxYearAmt |
| Total | $2,569,951 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,569,951 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51 | CurrentTaxYearAmt |
| Total | $335 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,570,286 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $91,834 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BAGPIPER BASH | Event1Nm |
| Gross Receipts Event1 | $54,400 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $54,400 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $7,909 | OtherDirectExpensesEvent1Amt |
| Event2 | THEATER PRODUCT | Event2Nm |
| Gross Receipts Event2 | $37,383 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $37,383 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $14,810 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $91,783 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $91,783 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,719 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,719 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $69,064 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| CARLMONT HIGH SCHOOL | ||||||
| 1400 ALAMEDA DE LAS PULGAS | BELMONT | CA | 94002 | 800366136 | $626,645 | SCHOOL PROGRAMS |
| CARLMONT HIGH SCHOOL | ||||||
| 1400 ALAMEDA DE LAS PULGAS | BELMONT | CA | 94002 | 800366136 | $19,280 | EQUIPMENT SOUND |
| CARLMONT PTSA | ||||||
| 1400 ALAMEDA DE LAS PULGAS | BELMONT | CA | 94002 | 946171747 | $12,000 | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE FOUNDATION FUNDS PROJECTS THAT WILL ENRICH THE EDUCATIONAL ENVIRONMENT AT CARLMONT HIGH SCHOOL, LOCATED IN BELMONT, CALIFORNIA THROUGH THE FUNDING FOR ESSENTIAL EDUCATIONAL PROGRAMS THAT WILL HAVE BROAD BASED, SUBSTANTIAL AND LASTING IMPACT. |
| FORM 990, PAGE 2, PART III, LINE 4D | CARLMONT ACADEMIC FOUNDATION PROVIDES FINANCIAL SUPPORT FOR THE PERFORMING ARTS CENTER, WHICH INCLUDES THE THEATER OPERATIONS. IN THE 2017-2018 REPORTING PERIOD, THE FOUNDATION'S EXPENSE CONTRIBUTION WAS A RELATIVELY SMALL PORTION. |
| FORM 990, PAGE 6, PART VI, LINE 6 | CARLMONT ACADEMIC FOUNDATION (CAF) WAS FOUNDED BY VOLUNTEERS WHO WERE COMMITTED TO ENRICHING THE EDUCATIONAL PROGRAMS AND SERVICES OF CARLMONT HIGH SCHOOL. COMMUNITY MEMBERS, GENERALLY PARENTS OF CURRENT CARLMONT STUDENTS, WHO ARE INTERESTED IN BECOMING PART OF CAF CAN COME TO THE ORGANIZATION'S MEETINGS WHICH ARE HELD ON REGULAR BASIS OR CAN CONTACT ANY OF THE CURRENT CAF MEMBERS FOR MEMBERSHIP INFORMATION. THE MEETINGS ARE PUBLICIZED ON CAF'S WEBSITE. CAF HAS AN OPEN MEMBERSHIP AND IS COMPRISED OF VOLUNTEERS WHO ARE MOTIVATED AND INTERESTED IN SUPPORTING FOUNDATION'S MISSION AND VISION FOR CARLMONT HIGH SCHOOL. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE ALL-VOLUNTEER BOARD IS MADE UP OF PARENTS OF CURRENT AND FORMER STUDENTS OF CALMONT HIGH SCHOOL. ELECTIONS FOR THE OFFICERS ARE HELD AT THE MAY MEETING FOR TWO-YEAR TERMS AS DESCRIBED IN THE BYLAWS. ALL MEMBERS WHO ATTENDED THE MEETINGS ARE ELIGIBLE TO VOTE IN THE ELECTIONS. MEMBERS ARE RECRUITED FROM INCOMING AND CURRENT CARLMONT PARENTS. THE OFFICERS ARE NOMINATED FROM THE MEMBERSHIP. |
| FORM 990, PAGE 6, PART VI, LINE 7B | REGULAR MONTHLY MEETINGS ARE PUBLICIZED ON THE ORGANIZATION'S WEBSITE AND THE MEMBERSHIP IS OPEN TO ANY INTERESTED COMMUNITY MEMBERS. THE ORGANIZATION'S BOARD MEMBERS SOLICIT INFORMATION AND SUGGESTIONS FROM SCHOOL ADMINISTRATORS, FACULTY AND STAFF, TO DETERMINE THE FINANCIAL NEEDS FOR THE SCHOOL. THE BOARD DEVELOPS A BUDGET OF THE ITEMS WHICH CAN BE SUPPORTED DURING THAT FISCAL YEAR PERIOD AND SUBMITS THAT BUDGET FOR A VOTE OF APPROVAL BY THE BOARD AND THE MEMBERS AT LARGE. ANY RELEASE OF FUNDS IS APPROVED BY VOTE AT REGULAR MEETINGS AND DEPENDS ON AVAILABLE FUNDS. THE PERFORMING ARTS COUNCIL IS A SEPARATE COMMITTEE IN THE CARLMONT ACADEMIC FOUNDATION THAT PLANS THE FUNDRAISING, DEVELOPS THE ANNUAL BUDGET AND APPROVES THE EXPENDITURES SPECIFICALLY FOR THE PERFORMING ARTS CENTER. THE COMMITTEE HOLDS ITS OWN MEETINGS AND MAINTAINS THE MINUTES AND DOCUMENTATION OF THEIR ACTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | UPON COMPLETION OF THE ORGANIZATION'S TAX RETURNS, A COPY OF THE TAX RETURNS, INCLUDING FORM 990, ARE DISTRIBUTED TO THE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE AND OTHER STATE GOVERNMENT AGENCIES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ANY INDIVIDUAL SEEKING TO OBTAIN COPIES OF THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF CARLMONT ACADEMIC FOUNDATION CAN REQUEST THE INFORMATION BY SUBMITTING A WRITTEN REQUEST TO THE ORGANIZATION'S MAILING ADDRESS AT P.O. BOX 104, BELMONT, CA 94002 |
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