STRATEGY STUDIO / PUBLIC DATA EXPLORER

ANGUS MADDEN MEMORIAL TRUST: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ANGUS MADDEN MEMORIAL TRUST (EIN 94-6079999)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-06
IRS object ID
202012199349100721
Schema version
2019v5.0
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)
Return2020-08-06T16:58:58-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Road Suite 200AddressLine1Txt
CityRosevilleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95661ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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 598AddressLine1Txt
CityDixonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95620ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDenise RaycraftPersonNm
Person TitleSecretary/TreasPersonTitleTxt
Signature2020-08-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKatherine L Leman CPAPreparerPersonNm
PTINP00298369PTIN
Phone9167601680PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$120,921FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$35InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$35InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$35InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$956DividendsRevAndExpnssAmt
Dividends Net Invst Incm$956DividendsNetInvstIncmAmt
Dividends Adj Net Incm$956DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,287NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,316GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,275CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13,720OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$15,998TotalRevAndExpnssAmt
Total Net Invst Incm$6,266TotalNetInvstIncmAmt
Total Adj Net Incm$991TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$575AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$63TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$738TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,282ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,282ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,020TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,282TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,978ExcessRevenueOverExpensesAmt
Net Investment Income$6,266NetInvestmentIncomeAmt
Adjusted Net Income$991AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,313CashBOYAmt
Cash EOY$2,180CashEOYAmt
Cash EOYFMV$2,180CashEOYFMVAmt
Corporate Stock BOY$61,093CorporateStockBOYAmt
Corporate Stock EOY$60,756CorporateStockEOYAmt
Corporate Stock EOYFMV$60,756CorporateStockEOYFMVAmt
Other Investments BOY$47,537OtherInvestmentsBOYAmt
Other Investments EOY$57,985OtherInvestmentsEOYAmt
Other Investments EOYFMV$57,985OtherInvestmentsEOYFMVAmt
Total Assets BOY$111,943TotalAssetsBOYAmt
Total Assets EOY$120,921TotalAssetsEOYAmt
Total Assets EOYFMV$120,921TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$111,943RetainedEarningBOYAmt
Retained Earning EOY$120,921RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$111,943TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$120,921TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$111,943TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$120,921TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$111,943TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,978ExcessRevenueOverExpensesAmt
Subtotal$120,921SubtotalAmt
Tot Net Ast Or Fund Balances EOY$120,921TotNetAstOrFundBalancesEOYAmt

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
474 SH FNRNP2007-12-302019-06-21$5,112$1,041$4,071$4,071
Capital Gain Dividends$1,204
FieldValueIRS element (for citing)
Capital Gain Net Income$5,275CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,547AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$126,881NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04372DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$113,877NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04039DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,396AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$92,532NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04751DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,140AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$88,843NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04660DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,628AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$85,208NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04258DistributionYr5Rt
Total Distribution0.220797TotalDistributionRt
Average Distribution0.044159AverageDistributionRt
Net Vl Noncharitable Assets$117,740NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,199AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$63NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,262AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,282QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$63InvestmentIncomeExciseTaxAmt
Subtotal$63SubtotalAmt
Tax Based On Investment Income$63TaxBasedOnInvestmentIncomeAmt
Tax Due$63TaxDueAmt

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$115,813AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,720AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$119,533TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$119,533AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,793CashDeemedCharitableAmt
Net Vl Noncharitable Assets$117,740NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,887MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,887MinimumInvestmentReturnAmt
Tax Based On Investment Income$63TaxBasedOnInvestmentIncomeAmt
Total Tax$63TotalTaxAmt
Distributable Before Adj$5,824DistributableBeforeAdjAmt
Distributable Before Ded$5,824DistributableBeforeDedAmt
Distributable As Adjusted$5,824DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,282ExpensesAndContributionsAmt
Qualifying Distributions$6,282QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$63PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,219AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,824DistributableAsAdjustedAmt
Undistributed Income PY$6,282UndistributedIncomePYAmt
Qualifying Distributions$6,282QualifyingDistributionsAmt
Applied To Year1$6,282AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Undistributed Income CY$5,824UndistributedIncomeCYAmt

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
Paola Pantoja
273 East B Street Apt CDixonCA95620NoneCollege Scholarship$3,141
Cameron Kemper
PO Box 105DixonCA95620NoneCollege Scholarship$3,141
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,282TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$35RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$956RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,720RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,287RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15,998RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,998TotalIncomeProducingActyAmt

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$575Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPO Box Rental/MiscDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$13,720RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$63Amt