STRATEGY STUDIO / PUBLIC DATA EXPLORER

ANGUS MADDEN MEMORIAL TRUST: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANGUS MADDEN MEMORIAL TRUST (EIN 94-6079999)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202441369349103054
Schema version
2023v5.0
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)
Return2024-05-15T09:51:17-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205281117PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Benn & Leman CPAs IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11508 Eureka Rd Ste 235AddressLine1Txt
CityRosevilleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95661ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946079999EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Angus Madden Memorial TrustBusinessNameLine1Txt
Business Name Line2CO Denise RaycraftBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANGUBusinessNameControlTxt
Phone7076936770PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 243AddressLine1Txt
CityDixonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95620ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDenise RaycraftPersonNm
Person TitleSecretary/TreasPersonTitleTxt
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDenisePersonFirstNm
Person LastRaycraftPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKatherine L Leman CPAPreparerPersonNm
PTINP00298369PTIN
Phone9167601680PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$106,840FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,075ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,039DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,039DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,039DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$699NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,367GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,976CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11,650OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$15,463TotalRevAndExpnssAmt
Total Net Invst Incm$3,015TotalNetInvstIncmAmt
Total Adj Net Incm$1,039TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$625AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$144TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$88OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$857TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,057TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,406ExcessRevenueOverExpensesAmt
Net Investment Income$3,015NetInvestmentIncomeAmt
Adjusted Net Income$1,039AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,040CashBOYAmt
Cash EOY$1,093CashEOYAmt
Cash EOYFMV$1,093CashEOYFMVAmt
Corporate Stock BOY$33,890CorporateStockBOYAmt
Corporate Stock EOY$35,496CorporateStockEOYAmt
Corporate Stock EOYFMV$35,496CorporateStockEOYFMVAmt
Other Investments BOY$61,504OtherInvestmentsBOYAmt
Other Investments EOY$70,251OtherInvestmentsEOYAmt
Other Investments EOYFMV$70,251OtherInvestmentsEOYFMVAmt
Total Assets BOY$97,434TotalAssetsBOYAmt
Total Assets EOY$106,840TotalAssetsEOYAmt
Total Assets EOYFMV$106,840TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$97,434RetainedEarningBOYAmt
Retained Earning EOY$106,840RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$97,434TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$106,840TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$97,434TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$106,840TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$97,434TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,406ExcessRevenueOverExpensesAmt
Subtotal$106,840SubtotalAmt
Tot Net Ast Or Fund Balances EOY$106,840TotNetAstOrFundBalancesEOYAmt

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
216 FNRNP2010-01-012023-08-09$1,996$391$1,605$1,605
Capital Gain Dividends$371
FieldValueIRS element (for citing)
Capital Gain Net Income$1,976CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$42InvestmentIncomeExciseTaxAmt
Subtotal$42SubtotalAmt
Tax Based On Investment Income$42TaxBasedOnInvestmentIncomeAmt
Tax Due$42TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Denise RaycraftBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7076936770PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 598AddressLine1Txt
CityDixonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95620ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Peter Timm
PO Box 758DixonCA95620Chairman0.00$0
O J Onsum
870 Sievers WayDixonCA95620Vice Chairman0.00$0
Roberta Wallace
PO Box 598DixonCA95620Director0.00$0
Richard Fuschlin
265 N Almond StDixonCA95620Director0.00$0
Denise Raycraft
1450 Ary LaneDixonCA95620Secretary/Treas0.00$0
Barbara Beckworth
835 Sunset DriveDixonCA95620Director0.00$0
Pam Gill-Fisher
417 Mace Blvd Ste J 312DavisCA95618Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$98,760AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,230AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$100,990TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$100,990AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,515CashDeemedCharitableAmt
Net Vl Noncharitable Assets$99,475NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,974MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,974MinimumInvestmentReturnAmt
Tax Based On Investment Income$42TaxBasedOnInvestmentIncomeAmt
Total Tax$42TotalTaxAmt
Distributable Before Adj$4,932DistributableBeforeAdjAmt
Distributable Before Ded$4,932DistributableBeforeDedAmt
Distributable As Adjusted$4,932DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,200ExpensesAndContributionsAmt
Qualifying Distributions$5,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,932DistributableAsAdjustedAmt
Undistributed Income PY$5,112UndistributedIncomePYAmt
Qualifying Distributions$5,200QualifyingDistributionsAmt
Applied To Year1$5,112AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$88AppliedToCurrentYearAmt
Undistributed Income CY$4,844UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRoberta WallaceRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 598AddressLine1Txt
CityDixonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95620ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7076936770RecipientPhoneNum
Recipient Email Addressrwallace@onramp113.comRecipientEmailAddressTxt
Form And Info And MaterialsThe application is made on the same form that Dixon High School uses for all other scholarship applications.FormAndInfoAndMaterialsTxt
Submission DeadlinesDeadlines set by Dixon High School - Generally in AprilSubmissionDeadlinesTxt
Restrictions On AwardsMust be a graduate (by the end of the current school year) of Dixon High School.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Katelynn Barr
190 Lynd WayDixonCA95620NoneCollege Scholarship$2,600
Dalin Kersey
550 North Lincoln StreetDixonCA95620NoneCollege Scholarship$2,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,039RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,650RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$371ExclusionAmt
Related Or Exempt Function Incm$328RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$371ExclusionAmt
Related Or Exempt Function Incm$13,017RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,388TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST EARNED ON CASH MAINTAINED TO ACCOMPLISH CHARITABLE PURPOSE
8SALE OF INVESTMENTS TO GENERATE FUNDS USED FOR GRANTS
4DIVIDENDS FROM INVESTMENTS MAINTAINED TO ACCOMPLISH CHARITABLE PURPOSE
7CURRENT YEAR UNREALIZED APPRECIATION OF SECURITIES - BOOK METHOD ONLY

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$625Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPOSTAGEDesc
Revenue And Expenses Per Books$88RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$11,650RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Attorney General Fee$25
Taxes$119