CATHCART MILLENNIUM FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CATHCART MILLENNIUM FOUNDATION INC (EIN 77-0524144)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-07
IRS object ID
201811279349101556
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

FieldValueIRS element (for citing)
Return2018-05-07T14:09:05-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810920095PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MEISTER & NUNES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 EUGENIA PL STE BAddressLine1Txt
CityCARPINTERIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93013ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770524144EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATHCART MILLENNIUM FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCATHBusinessNameControlTxt
Phone8056871553PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1829 HOT SPRINGS RDAddressLine1Txt
CityMONTECITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOLORES CATHCARTPersonNm
Person TitlePRESPersonTitleTxt
Phone8056871553PhoneNum
Signature2018-05-08SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG E MEISTER CPAPreparerPersonNm
PTINP01264337PTIN
Phone8056847629PhoneNum
Preparation2018-05-07PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,474,599FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$118,481DividendsRevAndExpnssAmt
Dividends Net Invst Incm$118,481DividendsNetInvstIncmAmt
Dividends Adj Net Incm$118,481DividendsAdjNetIncmAmt
Total Rev And Expnss$118,481TotalRevAndExpnssAmt
Total Net Invst Incm$118,481TotalNetInvstIncmAmt
Total Adj Net Incm$118,481TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$83TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$583TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$95,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$95,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$95,583TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$95,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,898ExcessRevenueOverExpensesAmt
Net Investment Income$118,481NetInvestmentIncomeAmt
Adjusted Net Income$118,481AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,363CashBOYAmt
Cash EOY$18,818CashEOYAmt
Cash EOYFMV$18,818CashEOYFMVAmt
US Government Obligations BOY$1,095,382USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,095,382USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,252,106USGovtObligationsEOYFMVAmt
Corporate Stock BOY$197,232CorporateStockBOYAmt
Corporate Stock EOY$203,675CorporateStockEOYAmt
Corporate Stock EOYFMV$203,675CorporateStockEOYFMVAmt
Total Assets BOY$1,294,977TotalAssetsBOYAmt
Total Assets EOY$1,317,875TotalAssetsEOYAmt
Total Assets EOYFMV$4,474,599TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,294,977UnrestrictedBOYAmt
Unrestricted EOY$1,317,875UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,294,977TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,317,875TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,294,977TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,317,875TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,294,977TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,898ExcessRevenueOverExpensesAmt
Subtotal$1,317,875SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,317,875TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$148,815AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$115,845NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.284604DistributionYr1Rt
Adjusted Qlfy Distri Yr2$100,887AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$138,862NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.726527DistributionYr2Rt
Adjusted Qlfy Distri Yr3$90,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,923,075NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.022941DistributionYr3Rt
Adjusted Qlfy Distri Yr4$88,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,923,075NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.022559DistributionYr4Rt
Adjusted Qlfy Distri Yr5$97,187AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,787,174NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.034869DistributionYr5Rt
Total Distribution2.091500TotalDistributionRt
Average Distribution0.418300AverageDistributionRt
Net Vl Noncharitable Assets$201,970NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$84,484AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,185NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$85,669AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$95,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,185InvestmentIncomeExciseTaxAmt
Subtotal$1,185SubtotalAmt
Tax Based On Investment Income$1,185TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$36EsPenaltyAmt
Tax Due$1,221TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCRAIG MEISTER CPAIndividualWithBooksNm
Phone8056847629PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11101-B EUGENIA PLAddressLine1Txt
CityCARPINTERIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93013ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDOLORES CATHCARTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1829 HOT SPRINGS RDAddressLine1Txt
CityMONTECITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
TitlePRESTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$203,675AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,371AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$205,046TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$205,046AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,076CashDeemedCharitableAmt
Net Vl Noncharitable Assets$201,970NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,099MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,099MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,185TaxBasedOnInvestmentIncomeAmt
Total Tax$1,185TotalTaxAmt
Distributable Before Adj$8,914DistributableBeforeAdjAmt
Distributable Before Ded$8,914DistributableBeforeDedAmt
Distributable As Adjusted$8,914DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$95,000ExpensesAndContributionsAmt
Qualifying Distributions$95,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,185PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$93,815AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,914DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$89,117ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$145,393ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$234,510TotalExcessDistributionCyovAmt
Qualifying Distributions$95,000QualifyingDistributionsAmt
Applied To Current Year$8,914AppliedToCurrentYearAmt
Remaining Distri From Corpus$86,086RemainingDistriFromCorpusAmt
Total Corpus$320,596TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$320,596ExcessDistriCyovToNextYrAmt
Excess From Year2$89,117ExcessFromYear2Amt
Excess From Year1$145,393ExcessFromYear1Amt
Excess From Current Year$86,086ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLINDA CATHCARTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1829 HOT SPRINGS RDAddressLine1Txt
CityMONTECITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8056871533RecipientPhoneNum
Form And Info And MaterialsLETTERFormAndInfoAndMaterialsTxt
Restrictions On AwardsADDRESS SOCIAL NEEDS, PRESERVE THE ENVIRONMENT, OR FURTHER EDUCATION AND THE ARTSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA SERENA
1515 BATH STSANTA BARBARACA93101NONENON PROFITDIRECT DONATION$10,000
HABITAT FOR HUMANITY
121 HABITAT STAMERICUSGA31709NONENON PROFITDIRECT DONATION$20,000
SB RESCUE MISSION
535 E YANONALISANTA BARBARACA93101NONENONPROFITDIRECT DONATION$20,000
DIRECT RELIEF
27 S LA PATERAGOLETACA93117NONENONPROFITDIRECT DONATION$25,000
SB NEIGHBORHOOD CLINIC
470 S PATTERSONSANTA BARBARACA93111NONENONPROFITDIRECT DONATION$10,000
FOODBANK OF SANTA BARBARA
4554 HOLLISTER AVESANTA BARBARACA93110NONENON PROFITDIRECT DONATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$95,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$118,481RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$118,481RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,481TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementTHE 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 ARTSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$500Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockHILLTOP SECStockNm
EOY Book Value$203,675EOYBookValueAmt
EOYFMV$203,675EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$1,095,382StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$4,252,106StateLocalSecEOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
CA FRANCHISE TAX BOARD
CA REGISTRY TRUSTS$50
FED TAX$33

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