COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED (EIN 77-0336404)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-18
- IRS object ID
- 202530779349200028
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-18T15:31:55-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954799564 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARMODY MEACH & CHOO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 NORTH LAKE AVE SUITE 830 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770336404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF ESTERO BAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8057728004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 131 | AddressLine1Txt |
| City | MORRO BAY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93443 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG HALL | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2025-03-18 | 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 | Weng H Choo CPA | PreparerPersonNm |
| PTIN | P00131065 | PTIN |
| Phone | 6264401077 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $93,517 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $50,674 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $669 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $42,174 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $9,217 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $32,957 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $84,300 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $5,343 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $1,114 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $53,854 | OtherExpensesTotalAmt |
| Total Expenses | $60,311 | TotalExpensesAmt |
| Excess Or Deficit For Year | $23,989 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $259,698 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$8,275 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $275,412 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,967 | BOYAmt |
| EOY | $275,412 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,115 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,082 | BOYAmt |
| EOY | $275,412 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,384 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,698 | BOYAmt |
| EOY | $275,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To provide recreational scholarships to financially assist needy families. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Provides recreational scholarships to financially assist families in need.These scholarships offset the cost for their childrens' participation in recreational activities. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $59,928 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $59,928 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DOUG HALL | ||
| Treasurer | 2.00 | $0 |
| HANNAH HELD | ||
| President | 2.00 | $0 |
| ELYSE UNGAR | ||
| Vice President | 2.00 | $0 |
| JANA BRAGG | ||
| Secretary | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG HALL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KENNEDY WAY | AddressLine1Txt |
| City | MORRO BAY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93442 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8057726282 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $99,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,290 | CurrentTaxYearAmt |
| Total | $249,313 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $99,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,290 | CurrentTaxYearAmt |
| Total | $249,313 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $249,313 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $249,313 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MORRO BAY SINGS | Event1Nm |
| Gross Receipts Event1 | $42,174 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $42,174 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,491 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $3,750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,976 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $42,174 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $42,174 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,491 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $3,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,976 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,217 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $32,957 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $1316 |
| Other Expenses.1002 | Office Expenses $523 |
| Other Expenses.1012 | Insurance $1303 |
| Other Expenses.1 | SCHOLARSHIPS & AWARDS $50712 |
| Other Assets.1 | OTHER ASSETS - Beginning $33115 OTHER ASSETS - Ending $0 |
| Total Liabilities.1003 | Deferred Revenue - Beginning $8384 Deferred Revenue - Ending $0 |