BETA

CARPY FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CARPY FAMILY FOUNDATION (EIN 94-3375434)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-09
IRS object ID
201821299349101162
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-09T10:03:32-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461328302PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLYTH WARNER & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11344 ADAMS STAddressLine1Txt
CitySAINT HELENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94574ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943375434EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CARPY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARPBusinessNameControlTxt
Phone7079638262PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 528AddressLine1Txt
CityANGWINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94508ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHERINE HEYWOODPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2018-02-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWARREN W WARNER JRPreparerPersonNm
PTINP00166397PTIN
Phone7079638262PhoneNum
Preparation2018-02-05PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$878,240FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$21,981DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,981DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$54,507NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$299,261GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$54,507CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$76,488TotalRevAndExpnssAmt
Total Net Invst Incm$76,488TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,713AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,713AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$12,865OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,865OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$58TaxesRevAndExpnssAmt
Taxes Net Invst Incm$58TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$16,636TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,636TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,636TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,636TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$59,852ExcessRevenueOverExpensesAmt
Net Investment Income$59,852NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$25,626SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,551SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,551SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$122,507USGovernmentObligationsBOYAmt
US Government Obligations EOY$157,306USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$159,384USGovtObligationsEOYFMVAmt
Corporate Stock BOY$113,148CorporateStockBOYAmt
Corporate Stock EOY$148,477CorporateStockEOYAmt
Corporate Stock EOYFMV$150,415CorporateStockEOYFMVAmt
Corporate Bonds BOY$410,723CorporateBondsBOYAmt
Corporate Bonds EOY$404,250CorporateBondsEOYAmt
Corporate Bonds EOYFMV$546,618CorporateBondsEOYFMVAmt
Other Investments EOY$1,272OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,272OtherInvestmentsEOYFMVAmt
Total Assets BOY$672,004TotalAssetsBOYAmt
Total Assets EOY$731,856TotalAssetsEOYAmt
Total Assets EOYFMV$878,240TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$672,004UnrestrictedBOYAmt
Unrestricted EOY$731,856UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$672,004TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$731,856TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$672,004TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$731,856TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$672,004TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$59,852ExcessRevenueOverExpensesAmt
Subtotal$731,856SubtotalAmt
Tot Net Ast Or Fund Balances EOY$731,856TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STATEMENT ON FILEP2016-07-012017-06-30$51,305$48,320$2,985$2,985
STATEMENT ON FILEP2015-07-012017-06-30$247,956$196,434$51,522$51,522
FieldValueIRS element (for citing)
Capital Gain Net Income$54,507CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$54,507NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$765,731NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2$766,684NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$33,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$739,761NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045555DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,700AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$685,208NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.018535DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$618,242NetVlNoncharitableAssetsYr5Amt
Total Distribution0.064090TotalDistributionRt
Average Distribution0.032045AverageDistributionRt
Net Vl Noncharitable Assets$820,309NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,287AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$599NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$26,886AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,197InvestmentIncomeExciseTaxAmt
Subtotal$1,197SubtotalAmt
Tax Based On Investment Income$1,197TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,268EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,268TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2EsPenaltyAmt
Overpayment$69OverpaymentAmt
Applied To ES Tax$69AppliedToESTaxAmt

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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCATHERINE HEYWOODIndividualWithBooksNm
Phone7079638262PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 528AddressLine1Txt
CityANGWINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94508ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12008UndistributedIncomePY1Yr
Undistributed Income PY22014UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
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)
PersonCATHERINE HEYWOODPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 528AddressLine1Txt
CityANGWINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94508ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
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$807,194AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,607AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$832,801TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$832,801AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,492CashDeemedCharitableAmt
Net Vl Noncharitable Assets$820,309NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,015MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,015MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,197TaxBasedOnInvestmentIncomeAmt
Total Tax$1,197TotalTaxAmt
Distributable Before Adj$39,818DistributableBeforeAdjAmt
Distributable Before Ded$39,818DistributableBeforeDedAmt
Distributable As Adjusted$39,818DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,818DistributableAsAdjustedAmt
Undistributed Income PY$38,010UndistributedIncomePYAmt
Prior Year12008PriorYear1Yr
Prior Year22014PriorYear2Yr
Total For Prior Years$69,454TotalForPriorYearsAmt
Prior Year Undistributed Incm$69,454PriorYearUndistributedIncmAmt
Taxable1$69,454Taxable1Amt
Taxable2$38,010Taxable2Amt
Undistributed Income CY$39,818UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,981ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$54,507RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,981ExclusionAmt
Related Or Exempt Function Incm$54,507RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,488TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,713Amt
Net Investment Income$3,713NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORP BOND INVESTMENT$384,200$527,016
MUTUAL FUND INVESTMENT$20,050$19,602

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORP STOCK INVESTMENTStockNm
EOY Book Value$148,477EOYBookValueAmt
EOYFMV$150,415EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$157,306USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$159,384USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBIF MONEY FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,272BookValueAmt
EOYFMV$1,272EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUST FEESCategoryTxt
Amt$12,865Amt
Net Investment Income$12,865NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$58Amt
Net Investment Income$58NetInvestmentIncomeAmt

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