CATHCART MILLENNIUM FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CATHCART MILLENNIUM FOUNDATION INC (EIN 77-0524144)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201611349349102791
Schema version
2015v2.1
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)
Return2016-05-13T15:30:34-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Line11101B EUGENIA PLAddressLine1Txt
CityCARPINTERIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93013ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG MEISTER CPAPreparerPersonNm
PTINP01264337PTIN
Phone8056847629PhoneNum
Preparation2016-05-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,665,268FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11,486InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,825InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$11,486InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$104,987DividendsRevAndExpnssAmt
Dividends Net Invst Incm$104,987DividendsNetInvstIncmAmt
Dividends Adj Net Incm$104,987DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,678NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,000GrossSalesPriceAmt
Total Rev And Expnss$118,151TotalRevAndExpnssAmt
Total Net Invst Incm$111,812TotalNetInvstIncmAmt
Total Adj Net Incm$116,473TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,133TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,633TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$102,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$102,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$104,633TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$102,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,518ExcessRevenueOverExpensesAmt
Net Investment Income$111,312NetInvestmentIncomeAmt
Adjusted Net Income$116,473AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$36,504CashBOYAmt
Cash EOY$30,013CashEOYAmt
Cash EOYFMV$30,013CashEOYFMVAmt
US Government Obligations BOY$1,095,382USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,095,382USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,434,160USGovtObligationsEOYFMVAmt
Corporate Stock BOY$177,223CorporateStockBOYAmt
Corporate Stock EOY$197,232CorporateStockEOYAmt
Corporate Stock EOYFMV$201,095CorporateStockEOYFMVAmt
Total Assets BOY$1,309,109TotalAssetsBOYAmt
Total Assets EOY$1,322,627TotalAssetsEOYAmt
Total Assets EOYFMV$3,665,268TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,309,109UnrestrictedBOYAmt
Unrestricted EOY$1,322,627UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,309,109TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,322,627TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,309,109TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,322,627TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,309,109TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,518ExcessRevenueOverExpensesAmt
Subtotal$1,322,627SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,322,627TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$90,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,923,075NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.022941DistributionYr1Rt
Adjusted Qlfy Distri Yr2$88,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,923,075NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.022559DistributionYr2Rt
Adjusted Qlfy Distri Yr3$97,187AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,787,174NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.034869DistributionYr3Rt
Adjusted Qlfy Distri Yr4$84,261AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$69,915AdjustedQlfyDistriYr5Amt
Total Distribution0.080369TotalDistributionRt
Average Distribution0.026790AverageDistributionRt
Net Vl Noncharitable Assets$138,862NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,720AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,113NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,833AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$102,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,113InvestmentIncomeExciseTaxAmt
Subtotal$1,113SubtotalAmt
Tax Based On Investment Income$1,113TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$25EsPenaltyAmt
Tax Due$1,138TaxDueAmt

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOLORES CATHCART
829 HOT SPRINGS RDMONTECITOCA93108PRES5.00$0$0$0
LINDA CATHCART
619 ALSTON RDMONTECITOCA93108SECY2.00$0$0$0
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$107,718AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,259AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$140,977TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$140,977AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,115CashDeemedCharitableAmt
Net Vl Noncharitable Assets$138,862NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,943MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,943MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,113TaxBasedOnInvestmentIncomeAmt
Total Tax$1,113TotalTaxAmt
Distributable Before Adj$5,830DistributableBeforeAdjAmt
Distributable Before Ded$5,830DistributableBeforeDedAmt
Distributable As Adjusted$5,830DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$102,000ExpensesAndContributionsAmt
Qualifying Distributions$102,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,113PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$100,887AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,830DistributableAsAdjustedAmt
Undistributed Income PY$7,053UndistributedIncomePYAmt
Qualifying Distributions$102,000QualifyingDistributionsAmt
Applied To Year1$7,053AppliedToYear1Amt
Applied To Current Year$5,830AppliedToCurrentYearAmt
Remaining Distri From Corpus$89,117RemainingDistriFromCorpusAmt
Total Corpus$89,117TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$89,117ExcessDistriCyovToNextYrAmt
Excess From Current Year$89,117ExcessFromCurrentYearAmt

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 (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA SERENA
1515 BATH STSANTA BARBARACA93101NONENON PROFITDIRECT DONATION$1,000
CASA ESPERANZA
PO BOX 191540ROXBURYMA02119NONENON PROFITDIRECT DONATION$10,000
CASA DOLORES
1023 BATH STSANTA BARBARACA93101NONENON PROFITDIRECT DONATION$25,000
HABITAT FOR HUMANITY
121 HABITAT STAMERICUSGA31709NONENON PROFITDIRECT DONATION$20,000
FINCA
1201 15TH STWASHINGTONDC20005NONENON PROFITDIRECT DONATION$1,000
TRANSITION HOUSE
434 E ORTEGASANTA BARBARACA93101NONENON PROFITDIRECT DONATION$5,000
SB RESCUE MISSION
535 E YANONALISANTA BARBARACA93101NONENONPROFITDIRECT DONATION$5,000
SB NEIGHBORHOOD CLINIC
470 S PATTERSONSANTA BARBARACA93111NONENONPROFITDIRECT DONATION$5,000
DIRECT RELIEF
27 S LA PATERAGOLETACA93117NONENONPROFITDIRECT DONATION$25,000
DOMESTIC VIOLENCE SOL
122 W FIGUROASANTA BARBARACA93101NONRNONPROFITDIRECT DONATION$2,000
UNITY SHOPPE
110 W SOLASANTA BARBARACA93101NONENONPROFITDIRECT DONATION$1,000
UNITED FARM WORKERS
316 W 2ND STLOS ANGELESCA90012NONENONPROFITDIRECT DONATION$1,000
PROJECT ANGEL FOOD
922 VINE STLOS ANGELESCA90038NONENONPROFITDIRECT DONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$102,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,486RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$104,987RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,678RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$118,151RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,151TotalIncomeProducingActyAmt

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
Net Investment Income$500NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
SAN MATEO CA REDEV AGY2010-02PURCHASE2015-08$20,000$18,322$1,678
ROSEVILLE CA SPL TAX FULL2011-08PURCHASE2015-09$10,000$10,000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSOUTHWEST SECStockNm
EOY Book Value$197,232EOYBookValueAmt
EOYFMV$201,095EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
CA FRANCHISE TAX BOARD$10
CA REGISTRY TRUSTS$25
FED TAX$2,098

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