BETA

CARPY FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CARPY FAMILY FOUNDATION (EIN 94-3375434)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-16
IRS object ID
201611379349103726
Schema version
2014v6.0
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)
Return2016-05-16T18:37:45-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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 TitleOFFICERPersonTitleTxt
Phone7079638262PhoneNum
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWARREN W WARNER JRPreparerPersonNm
PTINP00166397PTIN
Phone7079638262PhoneNum
Preparation2016-05-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$779,203FMVAssetsEOYAmt
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$17,507DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,507DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,493NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$228,554GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,493CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$44,000TotalRevAndExpnssAmt
Total Net Invst Incm$44,000TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$7,215AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,215AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$12,376OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,376OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,978TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,978TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$22,569TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,569TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,569TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,569TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,431ExcessRevenueOverExpensesAmt
Net Investment Income$21,431NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$22,367SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,944SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,944SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$111,302USGovernmentObligationsBOYAmt
US Government Obligations EOY$123,051USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$125,443USGovtObligationsEOYFMVAmt
Corporate Stock BOY$95,119CorporateStockBOYAmt
Corporate Stock EOY$87,890CorporateStockEOYAmt
Corporate Stock EOYFMV$90,712CorporateStockEOYFMVAmt
Corporate Bonds BOY$407,951CorporateBondsBOYAmt
Corporate Bonds EOY$413,285CorporateBondsEOYAmt
Corporate Bonds EOYFMV$529,104CorporateBondsEOYFMVAmt
Total Assets BOY$636,739TotalAssetsBOYAmt
Total Assets EOY$658,170TotalAssetsEOYAmt
Total Assets EOYFMV$779,203TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$636,739UnrestrictedBOYAmt
Unrestricted EOY$658,170UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$636,739TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$658,170TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$636,739TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$658,170TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$636,739TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,431ExcessRevenueOverExpensesAmt
Subtotal$658,170SubtotalAmt
Tot Net Ast Or Fund Balances EOY$658,170TotNetAstOrFundBalancesEOYAmt

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 RECORDP2013-07-012014-06-30$55,862$57,839-$1,977-$1,977
STATEMENT ON RECORDP2013-06-302014-06-30$172,692$144,222$28,470$28,470
FieldValueIRS element (for citing)
Capital Gain Net Income$26,493CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,700AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$739,761NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045555DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$685,208NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.018535DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$618,242NetVlNoncharitableAssetsYr3Amt
Adjusted Qlfy Distri Yr4$81,661AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$632,481NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.129112DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$666,363NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.004502DistributionYr5Rt
Total Distribution0.197704TotalDistributionRt
Average Distribution0.049426AverageDistributionRt
Net Vl Noncharitable Assets$766,684NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$37,894AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$214NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38,108AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$429InvestmentIncomeExciseTaxAmt
Subtotal$429SubtotalAmt
Tax Based On Investment Income$429TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,444EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$800AppliedToEsTaxAmt
Total Payments And Credits$2,244TotalPaymentsAndCreditsAmt
Overpayment$1,815OverpaymentAmt
Applied To ES Tax$432AppliedToESTaxAmt
Refund$1,383RefundAmt

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
Phone7079652975PhoneNum

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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANN CARPY
1675 CHARDONNAY WAYSAINT HELENACA94574PRESIDENT0.00$0$0$0
CATHERINE HEYWOOD
PO BOX 528ANGWINCA94508TREASURER5.00$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$744,426AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,933AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$778,359TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$778,359AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,675CashDeemedCharitableAmt
Net Vl Noncharitable Assets$766,684NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,334MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,334MinimumInvestmentReturnAmt
Tax Based On Investment Income$429TaxBasedOnInvestmentIncomeAmt
Total Tax$429TotalTaxAmt
Distributable Before Adj$37,905DistributableBeforeAdjAmt
Distributable Before Ded$37,905DistributableBeforeDedAmt
Distributable As Adjusted$37,905DistributableAsAdjustedAmt

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$37,905DistributableAsAdjustedAmt
Undistributed Income PY$35,503UndistributedIncomePYAmt
Prior Year12008PriorYear1Yr
Total For Prior Years$31,549TotalForPriorYearsAmt
Prior Year Undistributed Incm$31,549PriorYearUndistributedIncmAmt
Taxable1$31,549Taxable1Amt
Taxable2$35,503Taxable2Amt
Undistributed Income CY$37,905UndistributedIncomeCYAmt

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$17,507ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$26,493ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$44,000ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,000TotalIncomeProducingActyAmt

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$7,215Amt
Net Investment Income$7,215NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORP BOND INVESTMENT$350,326$467,122
MUTUAL FUND INVESTMENT$62,959$61,982

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORP STOCK INVESTMENTStockNm
EOY Book Value$87,890EOYBookValueAmt
EOYFMV$90,712EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$123,051USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$125,443USGovtObligationsEOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUST FEESCategoryTxt
Amt$12,376Amt
Net Investment Income$12,376NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$55$55
6/30/14 FEDERAL TAX PAID$1,444$1,444
6/30/15 FEDERAL ESTIMATED TAX PA$1,444$1,444
6/30/14 CA TAX DUE$10$10
6/30/14 ATTORNEY GENERAL FEE$25$25

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