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FOUNDATION FOR LAKE CHAPALA CHARITIES INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR LAKE CHAPALA CHARITIES INC (EIN 30-0470692)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-01
IRS object ID
202501219349301670
Schema version
2024v5.0
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)
Return2025-05-01T10:35:27-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300470692EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR LAKE CHAPALA CHARITIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone8159093884PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15802 Bob Bullock Loop Ste 328C 4AAddressLine1Txt
CityLaredoCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78041ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBrian DalzielPersonNm
Person TitleTreasurerPersonTitleTxt
Phone8705715178PhoneNum
Signature2025-05-15SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSandra FeldmannPrincipalOfficerNm

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1The Moon Villa Nbr 2AddressLine1Txt
Address Line2Ajijic CentroAddressLine2Txt
CityChapalaCityNm
Province Or StateJaliscoProvinceOrStateNm
CountryMXCountryCd
Foreign Postal45920ForeignPostalCd
FieldValueIRS element (for citing)
Gross Receipts$380,121GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.lakechapalacharities.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionThe Foundation for Lake Chapala Charities is a 501(c)(3) public charity that receives donations and distributes those funds to various, qualified nonprofit charitable organizations located around the area of Lake Chapala in Jalisco state, Mexico.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$607,359PYContributionsGrantsAmt
CY Contributions Grants$380,121CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$874PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$1,020PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$609,253PYTotalRevenueAmt
CY Total Revenue$380,121CYTotalRevenueAmt
PY Grants And Similar Paid$604,434PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$361,537CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,540PYOtherExpensesAmt
CY Other Expenses$8,007CYOtherExpensesAmt
PY Total Expenses$609,974PYTotalExpensesAmt
CY Total Expenses$369,544CYTotalExpensesAmt
PY Revenues Less Expenses-$721PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,577CYRevenuesLessExpensesAmt
Total Assets BOY$4,953TotalAssetsBOYAmt
Total Assets EOY$70,897TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$55,525TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,953NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,372NetAssetsOrFundBalancesEOYAmt
MissionThe Foundation for Lake Chapala Charities is a 501(c)(3) public charity that receives donations and distributes those funds to various, qualified nonprofit organizations located around the area of Lake Chapala in Jalisco state, Mexico.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$361,537ExpenseAmt
Grant$361,537GrantAmt
Revenue$0RevenueAmt
DescThe organization operates a single program service only: receiving and processing donations and using those donations to make grants to charities and nonprofit service institutions in Mexico. The types of program services operated by these funded institutions include: educational assistance for the poor, feeding programs for the poor, medical assistance for the poor, housing for abandoned children, animal care and adoption services.Desc
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$361,537TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryMXForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSandra FeldmanPersonNm
Phone8159093884PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15802 Bob Bullock Loop Ste 328C 4AAddressLine1Txt
CityLaredoCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78041ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Sandra Feldman
President40Yes (X)Yes (X)$0$0$0
Laura Rodrigez Garcia
Vice President20Yes (X)Yes (X)$0$0$0
Cheryl Vickers
Secretary20Yes (X)Yes (X)$0$0$0
Brian Dalziel
Treasurer60Yes (X)Yes (X)$0$0$0
Mark Rochon
Director at Large40Yes (X)$0$0$0
Karen Schirack
Director at Large20Yes (X)$0$0$0
Nancy Creevan
Director at Large20Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$380,121AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$380,121TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$380,121TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$361,537TotalAmt
Program Services$361,537ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,652TotalAmt
Management And General$1,652ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,355TotalAmt
Management And General$6,355ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$369,544TotalAmt
Program Services$361,537ProgramServicesAmt
Management And General$8,007ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,953BOYAmt
EOY$70,897EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,953BOYAmt
EOY$70,897EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$55,525EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$55,525EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,953BOYAmt
EOY$15,372EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,953BOYAmt
EOY$15,372EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,953BOYAmt
EOY$70,897EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$10,577ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$0NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$158OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$337,953CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$698,204CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$637,825CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$607,359CurrentTaxYearMinus1YearAmt
Current Tax Year$380,121CurrentTaxYearAmt
Total$2,661,462TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$337,953CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$698,204CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$637,825CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$607,359CurrentTaxYearMinus1YearAmt
Current Tax Year$380,121CurrentTaxYearAmt
Total$2,661,462TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,661,462PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$874CurrentTaxYearMinus1YearAmt
Total$874TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$1,020CurrentTaxYearMinus1YearAmt
Total$1,020TotalAmt
FieldValueIRS element (for citing)
Total Support$2,663,356TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99929PublicSupportCY170Pct
Public Support PY1700.9992PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10FormAndLineReferenceDesc
ExplanationAdjustment due to an over-payment of grants payable -- the over-payment was returned by the beneficiary organization and booked as other income for the year.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held0DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$380,121FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$0DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$361,537FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$0DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part I, Line 1FormAndLineReferenceDesc
ExplanationThe organization does not maintain donor advised funds. However, donors may indicate a preference concerning which types of charitable institutions they wish to support with their contributions. The organization makes the final determinations concerning how funds are distributed.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionNorth America (including Canada and Mexico, but not the United States)RegionTxt
Offices1OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGrantmakingTypeOfActivitiesConductedTxt
Region Total Expenditures$361,537RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Total Office1TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Total Spent$361,537TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (13 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
North America (including Canada and Mexico, but not the United States)Social welfare$99,477Electronic funds transfer
North America (including Canada and Mexico, but not the United States)Social welfare$42,584Electronic funds transfer
North America (including Canada and Mexico, but not the United States)Social welfare$29,150Electronic funds transfer
North America (including Canada and Mexico, but not the United States)Educational assistance$26,133Electronic funds transfer
North America (including Canada and Mexico, but not the United States)Animal welfare$20,206Electronic funds transfer
North America (including Canada and Mexico, but not the United States)Animal welfare$18,217Electronic funds transfer
North America (including Canada and Mexico, but not the United States)Community services$19,231Electronic funds transfer
North America (including Canada and Mexico, but not the United States)Social welfare$27,485Electronic funds transfer
North America (including Canada and Mexico, but not the United States)Social welfare$16,260Electronic funds transfer
North America (including Canada and Mexico, but not the United States)Educational assistance$12,152Electronic funds transfer
North America (including Canada and Mexico, but not the United States)Animal welfare$11,037Electronic funds transfer
North America (including Canada and Mexico, but not the United States)Social welfare$8,868Electronic funds transfer
North America (including Canada and Mexico, but not the United States)Animal welfare$7,107Electronic funds transfer
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2Monitoring. The organization manages and tracks all grants made to Mexican institutions and operates controls to ensure funds are properly distributed. All institutions funded through The Foundation for Lake Chapala Charities are organized and operated exclusively for charitable purposes in Mexico. Many are qualified as not-for-profit Asociación Civil (A.C.) institutions under regulations administered by the state of Jalisco. All recipients are monitored to ensure their operations remain consistent with principles for tax-exempt public charities. Institutions funded by the organization fulfill the following types of program services: educational assistance for the poor; feeding programs for the poor; medical assistance for the poor; housing for abandoned children; animal care and animal adoption services.
Schedule F, Part II, Line 1Accounting. The Foundation for Lake Chapala Charities operates on a cash accounting basis. The organization does not prepare financial statements. Financial transactions and accounts are reviewed by an external accountant to ensure that operations comply with provisions enforced by SAT Servicio de Administración Tributaria, the federal Tax Administration Service in Mexico.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part IV, Line 6The organization does not maintain donor advised funds. However, donors may indicate a preference concerning which types of charitable institutions they wish to support with their contributions. The organization makes the final determinations concerning how funds are distributed.
Form 990, Part VI, Section B, Line 11bThe processes used to review this form 990 were: (1) Prepare all accounting spreadsheets for years 2015 - 2019 and test them for their accuracy. (2) Print form 990 analyzing all instructions. (3) Review all schedules for Form 990 to Understand their purposes and if they apply to our charity. (4) Check all cross-references between the schedules we need to report and Form 990.
Form 990, Part VI, Section C, Line 19Some governance and policy information is included within the organization's web site. Other documentation is made available by request.
Form 990, Part XI, Line 9Loss due the change in foreign currency exchange rates between Mexican pesos and US dollars year end 2023 vs. year end 2024.
Form 990, Part XII, Line 2bThe Foundation for Lake Chapala Charities operates on a cash accounting basis. The organization does not prepare financial statements. Financial transactions and accounts are reviewed by an external accountant to ensure that operations comply with provisions enforced by SAT Servicio de Administración Tributaria, the federal Tax Administration Service in Mexico.