Civic Intelligence

Carroll Family Charitable Foundation

990PF • Fiscal year 2012 • EIN 77-0559956

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 28, 2013

PO Box 74693921
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$437,535

Flat from 2012

Net Assets

$437,535

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$18,218

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $521,458Liabilities 2010: $0Net Assets 2010: $521,4582010Assets 2011: $454,263Liabilities 2011: $0Net Assets 2011: $454,2632011Assets 2012: $437,535Liabilities 2012: $0Net Assets 2012: $437,5352012Assets 2012: $437,535Liabilities 2012: $12012Assets 2013: $436,747Liabilities 2013: $0Net Assets 2013: $436,7472013Assets 2014: $424,963Liabilities 2014: $0Net Assets 2014: $424,9632014Assets 2015: $445,484Liabilities 2015: $0Net Assets 2015: $445,4842015Assets 2016: $422,731Liabilities 2016: $0Net Assets 2016: $422,7312016Assets 2017: $405,226Liabilities 2017: $0Net Assets 2017: $405,2262017Assets 2018: $385,658Liabilities 2018: $0Net Assets 2018: $385,6582018Assets 2019: $372,087Liabilities 2019: $0Net Assets 2019: $372,0872019Assets 2020: $360,527Liabilities 2020: $0Net Assets 2020: $360,5272020Assets 2021: $356,121Liabilities 2021: $0Net Assets 2021: $356,1212021Assets 2022: $349,877Liabilities 2022: $0Net Assets 2022: $349,8772022Assets 2023: $340,355Liabilities 2023: $0Net Assets 2023: $340,3552023Assets 2024: $335,862Liabilities 2024: $0Net Assets 2024: $335,8622024

Highlighted filing

2012

Assets$437,535
Liabilities$0
Net Assets$437,535

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KExpenses 2010: $12,8342010Expenses 2011: $14,9752011Expenses 2012: $18,2182012Revenue 2012: $1,490Expenses 2012: $18,218Net Income 2012: -$16,7282012Revenue 2013: $26,900Expenses 2013: $27,688Net Income 2013: -$7882013Revenue 2014: $13,349Expenses 2014: $25,133Net Income 2014: -$11,7842014Revenue 2015: $50,674Expenses 2015: $30,153Net Income 2015: $20,5212015Revenue 2016: $17,408Expenses 2016: $40,161Net Income 2016: -$22,7532016Revenue 2017: $20,493Expenses 2017: $37,998Net Income 2017: -$17,5052017Revenue 2018: $17,907Expenses 2018: $37,475Net Income 2018: -$19,5682018Revenue 2019: $27,123Expenses 2019: $40,694Net Income 2019: -$13,5712019Revenue 2020: $24,691Expenses 2020: $36,251Net Income 2020: -$11,5602020Revenue 2021: $28,012Expenses 2021: $32,418Net Income 2021: -$4,4062021Revenue 2022: $48,695Expenses 2022: $54,939Net Income 2022: -$6,2442022Revenue 2023: $29,308Expenses 2023: $38,830Net Income 2023: -$9,5222023Revenue 2024: $35,296Expenses 2024: $39,789Net Income 2024: -$4,4932024

Highlighted filing

2012

Revenue-
Expenses$18,218
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 28, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID M CARROLLVice President-$0--
PAMELA R SHEPPARDSecretary/Treas-$0--
SHARON I CARROLLVice President-$0--
ROBERT J CARROLLVice President-$0--
JAMES M CARROLLCEO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Fire Protection501(c)(3)Fall River Mills, CA, US$3,000
Paid Grant-Suppoert Health Education & Research501(c)(3)Dallas, TX, US$1,000
Paid Grant-Support HealthEXEMPTSan Francisco, CA, US$1,000
Paid Grant-Public charity501(c)(3)Fall River Mills, CA, US$1,000
Paid Grant-EducationEXEMPTSeaside, CA, US$1,000
Paid Grant-Assist student sports programs.501(c)(3)McArthur, CA, US$1,000
Paid Grant-Shelter and care for abandoned animals501(c)(3)Santa Rosa, CA, US$500
Paid Grant-Student Athletics501c3Windsor, CA, US$300
Paid Grant-Promote awareness.501(c)(3)Monterey, CA, US$300
Filing and Contact Details

Filer

EIN
77-0559956
Raw XML Appendix394 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount02015
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02015
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue045818
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue178465
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2210600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue385383
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01,333 Kraft Foods Group
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111000 Bank of America Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock210000 GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34000 SH Mondelez International
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount011880
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-10393
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount03
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01490
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01490
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02015
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02015
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome08461
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps09100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss09100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm011880
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm011880
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss011880
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-16728
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss03
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps03626
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss03626
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-10393
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome08461
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm03422
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm03422
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss03422
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome011883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm03422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps014796
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss018218
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome011883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01490
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm03422
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps05696
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03422
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss09118
IRS990PF/BalanceSheets/CashBOY08692
IRS990PF/BalanceSheets/CashEOY06296
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0420278
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0420266
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblBOY014084
IRS990PF/BalanceSheets/RetainedEarningsBOY0454263
IRS990PF/BalanceSheets/RetainedEarningsEOY0437535
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY011209
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY010973
IRS990PF/BalanceSheets/TotalAssetsBOY0454263
IRS990PF/BalanceSheets/TotalAssetsEOY0437535
IRS990PF/BalanceSheets/TotalAssetsEOYFMV00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0454263
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0437535
IRS990PF/BalanceSheets/TotalNetAssetsBOY0454263
IRS990PF/BalanceSheets/TotalNetAssetsEOY0437535
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-10393
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis010396
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-10-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Note receivable
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Kraft Foods
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-10396
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-10396
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice015
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-10393
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-16728
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0437535
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0454263
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0437535
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted022991
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj022991
IRS990PF/DistributableAmount/DistributableAmountBeforeDed022991
IRS990PF/DistributableAmount/MinimumInvestmentReturn023160
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0169
IRS990PF/DistributableAmount/TotalTax0169
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0169
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0169
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0169
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0169
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY00
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0470254
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances019737
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0450517
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07054
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn023160
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0463200
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0470254
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVID M CARROLL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PAMELA R SHEPPARD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SHARON I CARROLL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ROBERT J CARROLL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JAMES M CARROLL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Secretary/Treas
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4CEO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine107985 CARMEL VALLEY ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine117965 CARMEL VALLEY ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1227750 LEE ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13566 AGUAJITO ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1427750 LEE ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CARMEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CARMEL VALLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2McARTHUR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3CARMEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4McARTHUR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode093923
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode193923
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode296056
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode393923
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode496056
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct017957
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets017872
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.03858
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.03764
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.03309
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.01481
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.06177
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.04561
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0463200
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10394985
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20387847
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30340400
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40452329
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50534926
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome085
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions014796
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1014868
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2012834
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear305041
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4027938
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5024399
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.19292
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions014796
IRS990PF/QualifyingDistributions/ExpensesAndContributions014796
IRS990PF/QualifyingDistributions/QualifyingDistributions014796
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Pamela Sheppard
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08316251502
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO Box 746
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Carmel
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode093921
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10CHARITABLE GRANTS AWARDED - 9 organizations and 0 individuals received grants in this filing year see Supplementary information Part XV for details.
IRS990PF/SummaryOfDirectCharitableActy/Expenses109100
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Application should be made in Writing on forms provided by the foundation. The applicant is asked to provide a letter of recommendation from a recent educator or counselor.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Pamela Sheppard
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08316251502
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO Box 746
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Carmel
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode093921
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0None
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Fire Protection
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Suppoert Health Education & Research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Support Health
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Public charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Student Athletics
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Assist student sports programs.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7Promote awareness.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8Shelter and care for abandoned animals
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Soldier Mountain Volunteer Fire Dep
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1American Heart Association
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Iyengar Yoga Institute
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3Fall River Valley Library
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4CSU-Monterey Bay
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5Windsor High School Baseball
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6Bulldog Sports Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7Monterey JACL Heritage Project
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8Sonoma Humane Society
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0Unrelated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1Unrelated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2Unrelated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3unrelated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4Unrelated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5Unrelated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7Unrelated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8Unrelated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1027990 Spring Creek Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine117272 Greenville Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122404 27th Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1343250 Highway 299E
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14100 Campus Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine158695 Windsor Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO Box 732
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17424 Adams Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine185345 Highway 12 West
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Fall River Mills
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Dallas
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2San Francisco
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Fall River Mills
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Seaside
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Windsor
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6McArthur
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Monterey
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8Santa Rosa
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode096028
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode175231
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode294116
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode396028
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode493955
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode595492
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode696056
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode793940
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode895407
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear09100
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear024
IRS990PF/UndistributedIncome/AppliedToYear1014772
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022991
IRS990PF/UndistributedIncome/QualifyingDistributions014796
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY022967
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear014772
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/AdjustedNetIncome10
LegalFeesSchedule/LegalFees/Amount03400
LegalFeesSchedule/LegalFees/Amount1226
LegalFeesSchedule/LegalFees/Category0Opinion
LegalFeesSchedule/LegalFees/Category1Annual update
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps03400
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps1226
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
LegalFeesSchedule/LegalFees/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/Description0Bank Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps030
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks030
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome03134
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome1288
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03134
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1288
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Management Fee
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1Custodian Fee
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome03134
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome1288
TaxesSchedule/Taxes/Amount025
TaxesSchedule/Taxes/Category0IRS
TaxesSchedule/Taxes/DisbursementsCharitablePrps025
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0770559956
ReturnHeader/Filer/Name/BusinessNameLine10Carroll Family Charitable Foundation
ReturnHeader/Filer/NameControl0CARR
ReturnHeader/Filer/Phone08316251502
ReturnHeader/Filer/USAddress/AddressLine10PO Box 746
ReturnHeader/Filer/USAddress/City0Carmel
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093921
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-28
ReturnHeader/Officer/Name0Pamela Sheppard
ReturnHeader/Officer/Title0Vice President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Finn & Cohen CPAs APC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10425 Pacific Street Suite 302
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Monterey
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode093940
ReturnHeader/Preparer/Name0Robert J Hylle CPA
ReturnHeader/Preparer/Phone08313755166
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-28T15:47:26-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.35$0.40$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.29$0.39$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.49$0.55$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.28$0.32$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.25$0.36$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.27$0.41$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.18$0.37$0.20
2017Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.20$0.38$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.17$0.40$0.23
2015Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.51$0.30$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.13$0.25$0.12
2013Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.27$0.28$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.18
2012Summary only. Only limited summary data is available for this year.$4.38$0.00$0.01$0.18$0.17
2011Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.15
2010Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.13