JEFF AND CARLA COLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JEFF AND CARLA COLE FOUNDATION INC (EIN 32-0044056)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-15
- IRS object ID
- 201810749349100311
- Schema version
- 2017v2.2
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-15T14:09:46-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262060565 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBER ACCOUNTING & TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 PRICE STREET SUITE 312 | AddressLine1Txt |
| City | PISMO BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320044056 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF AND CARLA COLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLE | BusinessNameControlTxt |
| Phone | 8055437323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 BROAD STREET | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLA A COLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8057813645 | PhoneNum |
| Signature | 2018-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JODY MARSH | PreparerPersonNm |
| PTIN | P00366752 | PTIN |
| Phone | 8058880200 | PhoneNum |
| Preparation | 2018-02-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,321 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $23,013 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | 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 | $1,960 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,960 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,720 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,028 | CashBOYAmt |
| Cash EOY | $1,321 | CashEOYAmt |
| Cash EOYFMV | $1,321 | CashEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,500 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,321 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,261 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,261 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$4,233 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$5,940 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,707 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,321 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,321 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,515 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,444 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.316935 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,519 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,108 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.722132 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,472 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $51,413 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.215101 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,355 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,678 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.574708 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,020 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,889 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.530084 | DistributionYr5Rt |
| Total Distribution | 7.358960 | TotalDistributionRt |
| Average Distribution | 1.471792 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,297 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,324 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,324 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,670 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | Yes (1) | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055437323 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 BROAD STREET | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CARLA A COLE | ||||||||
| 3550 BROAD STREET | SAN LUIS OBISPO | CA | 93401 | PRESIDENT/TREAS/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID M COLE | ||||||||
| 3550 BROAD STREET | SAN LUIS OBISPO | CA | 93401 | SECRETARY/DIRECTOR | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATION OUTREACH-USA | Description1Txt |
| Expenses1 | $367 | Expenses1Amt |
| Description2 | JACK'S HELPING HAND | Description2Txt |
| Expenses2 | $459 | Expenses2Amt |
| Description3 | TOGETHER FOR CAMBODIA CHILDRENS HOME | Description3Txt |
| Expenses3 | $341 | Expenses3Amt |
| Description4 | MISSION SAN LUIS OBISPO CHURCH | Description4Txt |
| Expenses4 | $303 | Expenses4Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $215 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $215 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $215 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,526 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,671 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,901 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,614 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,443 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,155 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $215 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,455 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $177,610 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $24,526 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $153,084 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,671 | ExcessFromYear4Amt |
| Excess From Year3 | $59,901 | ExcessFromYear3Amt |
| Excess From Year2 | $25,614 | ExcessFromYear2Amt |
| Excess From Year1 | $25,443 | ExcessFromYear1Amt |
| Excess From Current Year | $24,455 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTRAL COAST FUND FOR CHILDREN | |||||||||||
| PO BOX 1046 | SAN LUIS OBISPO | CA | 93406 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $55 | ||||
| DIOCESE OF MONTEREY | |||||||||||
| PO BOX 2048 | MONTEREY | CA | 93942 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $500 | ||||
| FISHER HOUSE FOUNDATION | |||||||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $300 | ||||
| FOOD BANK COALITION OF SLO COUNTY | |||||||||||
| 2212 GOLDEN HILL ROAD | PASO ROBLES | CA | 93446 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $500 | ||||
| JACK'S HELPING HAND | |||||||||||
| PO BOX 14718 | SAN LUIS OBISPO | CA | 93406 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $5,000 | ||||
| MAKE-A-WISH FOUNDATION | |||||||||||
| 4742 N 24TH ST SUITE 400 | PHOENIX | AZ | 85016 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $500 | ||||
| MISSION CHURCH | |||||||||||
| 751 PALM STREET | SAN LUIS OBISPO | CA | 93401 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $3,300 | ||||
| OPERATION OUTREACH | |||||||||||
| PO BOX 529 | MURRYSVILLE | PA | 15668 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $4,000 | ||||
| PARTNERSHIP FOR THE CHILDREN OF SAN LUIS OBISPO COUNTY | |||||||||||
| PO BOX 15259 | SAN LUIS OBISPO | CA | 93406 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $100 | ||||
| TOGETHER FOR CAMBODIA CHILDREN'S HOME | |||||||||||
| NONE | NC | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $3,720 | TEP VONG ST LOTS 566-568-570 | SIEM REAP | CB | |||||
| TRANSITIONS MENTAL HEALTH | |||||||||||
| 784 HIGH STREET | SAN LUIS OBISPO | CA | 93401 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $2,150 | ||||
| WILSHIRE HOSPICE | |||||||||||
| 277 SOUTH STREET SUITE R | SAN LUIS OBISPO | CA | 93401 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $500 | ||||
| WOUNDED WARRIOR PROJECT | |||||||||||
| 2468 HISTORIC DECATUR ROAD SUITE | SAN DIEGO | CA | 92106 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $50 | 150 | |||
| HANNAH'S HOPE | |||||||||||
| 19 BLUE JAY WAY | REXFORD | NY | 12148 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $200 | ||||
| WOMEN'S SHELTER | |||||||||||
| 51 ZACA LANE SUITE 150 | SAN LUIS OBISPO | CA | 93401 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $275 | ||||
| MISSION COLLEGE PREP | |||||||||||
| 682 PALM ST | SAN LUIS OBISPO | CA | 93401 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $600 | ||||
| NEWMAN CENTER | |||||||||||
| 1472 FOOTHILL BLVD | SAN LUIS OBISPO | CA | 93405 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $50 | ||||
| SLO HIGH SCHOOL TIGER ATHLETIC BOOSTERS | |||||||||||
| PO BOX 16025 | SAN LUIS OBISPO | CA | 93406 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $250 | ||||
| SALVATION ARMY | |||||||||||
| 815 ISLAY STREET | SAN LUIS OBISPO | CA | 93401 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $500 | ||||
| SLO INTERNATIONAL FILM FESTIVAL | |||||||||||
| 1007 MONTERAY ST | SAN LUIS OBISPO | CA | 93401 | NONE | IRC 501(C)(3) | CONTRIBUTION TO ORGANIZATIONS PURPOSE | $100 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
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 | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CARLA A COLE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 BROAD STREET | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $23,013 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $1,960 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,960 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $50 | $0 | $50 |
| STATE FILING FEES | $10 | $0 | $10 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLA A COLE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 BROAD STREET | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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