CARACCIO FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARACCIO FAMILY FOUNDATION (EIN 83-1577597)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349101643
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:54:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831577597 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caraccio Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CARA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | L William Caraccio | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,679,629 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,545 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,545 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $158,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,160 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $159,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,705 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,463 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,463 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,272 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,981 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,981 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,463 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,981 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,366 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,463 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $198,631 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $159,242 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $157,714 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,157 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $245,863 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,101,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,566,472 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,856,000 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $4,259,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,214,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,679,629 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,259,577 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,214,586 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,259,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,214,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,259,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,214,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,259,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,991 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,214,586 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,214,586 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $46,100 | GrossSalesPriceAmt |
| Cost Or Other Basis | $47,430 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,330 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,330 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,330 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,213 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,213 | SubtotalAmt |
| Tax Based On Investment Income | $2,213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $687 | OverpaymentAmt |
| Applied To ES Tax | $687 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| James Thomas Caraccio | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| John Edward Caraccio | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Laura Ghene Caraccio | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Lisa Florene Caraccio | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Mark Joseph Caraccio | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Paul Matthew Caraccio | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Terese Marie Caraccio | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Leonard William Caraccio Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Leonard William Caraccio Sr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $243,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,971,016 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,347,788 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,347,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,297,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,879 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,879 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,213 | TotalTaxAmt |
| Distributable Before Adj | $162,666 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $162,666 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $162,666 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $198,631 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $198,631 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,666 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $195,846 | UndistributedIncomePYAmt |
| Qualifying Distributions | $198,631 | QualifyingDistributionsAmt |
| Applied To Year1 | $195,846 | AppliedToYear1Amt |
| Applied To Current Year | $2,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $159,881 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John Edward Caraccio | ContributingManagerNm |
| Contributing Manager | Leonard William Caraccio Sr | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC MEDICAL MISSION BOARD INC | |||||||
| 1212 AV AMERICAS 11FL | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,000 |
| CHRISTIAN APPALACHIAN PROJECT INC | |||||||
| 485 PONDEROSA DR | PAINTSVILLE | KY | 41240 | N/A | PC | General & Unrestricted | $1,000 |
| FINCA INTERNATIONAL INC | |||||||
| 1201 15TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| FOUNDATION FOR CHILDREN IN NEED INC | |||||||
| 725 N PINE AVE | ARLINGTON HTS | IL | 60004 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF ORANGE COUNTYS HOMELESS PETS | |||||||
| 26423 SCOTT RD | MENIFEE | CA | 92584 | N/A | PC | General & Unrestricted | $200 |
| FRIENDS OF THE WORLD FOOD PROGRAM INC | |||||||
| PO BOX 96316 | WASHINGTON | DC | 20090 | N/A | PC | Aid to Gaza | $1,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,500 |
| MINDFUL LIFE PROJECT | |||||||
| 1001 CANAL BLVD STE A-0 | RICHMOND | CA | 94804 | N/A | PC | General & Unrestricted | $500 |
| MITCHELL THORP FOUNDATION | |||||||
| 2382 FARADAY AVE STE 150 | CARLSBAD | CA | 92008 | N/A | PC | General & Unrestricted | $1,000 |
| MORAL VALUES PROGRAM | |||||||
| 2891 32ND AVE | SACRAMENTO | CA | 95824 | N/A | PC | General & Unrestricted | $120,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 9915 MIRA MESA BLVD 325 | SAN DIEGO | CA | 92131 | N/A | PC | Charitable Event | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 9915 MIRA MESA BLVD 325 | SAN DIEGO | CA | 92131 | N/A | PC | Charitable Event | $1,000 |
| ROOF ABOVE INC | |||||||
| PO BOX 36471 | CHARLOTTE | NC | 28236 | N/A | PC | General & Unrestricted | $1,500 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Hurricane Relief | $500 |
| SOCIETY OF ST VINCENT DE PAUL - ST PHILIP BENIZI C | |||||||
| 235 S PINE DR | FULLERTON | CA | 92833 | N/A | PC | General & Unrestricted | $1,000 |
| ST LAWRENCE MARTYR SCHOOL | |||||||
| 1950 S PROSPECT AVE | REDONDO BEACH | CA | 90277 | N/A | PC | General & Unrestricted | $1,200 |
| ST PETER EVANGELICAL LUTHERAN CHURCH | |||||||
| 1510 N PARTON ST | SANTA ANA | CA | 92706 | N/A | PC | HIVE Youth Program | $39,750 |
| THE LAMP FOUNDATION INC | |||||||
| PO BOX 187 | MONTCLAIR | NJ | 07042 | N/A | PC | General & Unrestricted | $1,500 |
| USPCA FOUNDATION INC | |||||||
| 644 18TH AVE N | SOUTH ST PAUL | MN | 55075 | N/A | PC | General & Unrestricted | $1,000 |
| WHAT IF-FOUNDATION | |||||||
| 1569 SOLANO AVE 192 | BERKELEY | CA | 94707 | N/A | PC | For the financial needs of the Kay Lasante Clinic in Haiti | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,545 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,330 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $159,375 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,375 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST TR ENHANCED SHORT MATURI | $52,163 | $52,359 |
| FIRST TRUST LOW DURATION OPPOR | $44,810 | $45,214 |
| FIRST TRUST TCW UNCONSTRAINED | $51,351 | $49,768 |
| LORD ABBETT INVESTMENT TRUST S | $85,907 | $79,908 |
| MAINTSTAY SHORT TERM DUR HIGH | $11,198 | $11,223 |
| WORLD FITNESS SERVICES | $3,856,000 | $2,328,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $19,956 | $19,956 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $1,463 | Amt |
| Net Investment Income | $1,463 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $2,900 |
| 990-PF Excise Tax for 2023 | $672 |
| 990-PF Extension for 2023 | $700 |