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Nonprofiteer
← CALIFORNIA FIREFIGHTERS BENEFIT TRUST FKA SOUTHERN CA FIREFIGHTERS BENEFIT TRU

Form 990 for tax year 2023

Filed by CALIFORNIA FIREFIGHTERS BENEFIT TRUST FKA SOUTHERN CA FIREFIGHTERS BENEFIT TRU.

Totals

Total revenue
$3,961,744
Total expenses
$81,805,170
Contributions and grants received
$0
Grants paid
$80,838,582
Program service revenue
$3,524,023
Investment income
$437,721
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PARTICIPANTS CONTRIBUTIONS

    total $2,062,976 · related or exempt $2,062,976

  • 2b · Program service revenue: EMPLOYERS CONTRIBUTIONS

    total $1,336,147 · related or exempt $1,336,147

  • 2c · Program service revenue: ASSOCIATIONS

    total $119,600 · related or exempt $119,600

  • 2d · Program service revenue: JOINDER FEES AND MISC INCOME

    total $5,300 · related or exempt $5,300

  • 3 · Investment income

    total $671,176 · excluded $671,176

  • 7a · Gross sales of assets other than inventory

    securities $82,456,573

  • 7b · Less cost or other basis and sales expenses

    securities $82,690,028

  • 7c · Gain or loss

    securities -$233,455

  • 7d · Net gain or loss

    total -$233,455 · excluded -$233,455

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $80,838,582

  • 4 · Benefits paid to or for members

    total $673,090

  • 11b · Fees: legal

    total $48,106

  • 11c · Fees: accounting

    total $25,625

  • 11f · Fees: investment management

    total $66,348

  • 11g · Fees: other

    total $110,499

  • 13 · Office expenses

    total $17,786

  • 19 · Conferences, conventions and meetings

    total $2,674

  • 23 · Insurance

    total $20,252

  • 24a · Other expenses: GOVERNMENT FILING FEES

    total $2,208

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $589,855 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $2,381,670 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $61,684 · end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $70,333,618 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $55,019 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $73,311,808 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

NONE

Activities or mission (Part I)

THE TRUST PROVIDES FOR REIMBURSEMENTS TO RETIRED BENEFICIARIES OF HEALTH INSURANCE PREMIUMS AND QUALIFIED MEDICAL EXPENSES PAID BY THE BENEFICIARY.

  • THE TRUST PROVIDED FOR REIMBURSEMENTS TO 239 RETIRED BENEFICIARIES OF HEALTH INSURANCE PREMIUMS AND QUALIFIED MEDICAL EXPENSES PAID BY THE BENEFICIARY.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Brandon Lucore

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Jesse Connor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Mike Detoy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Ryan Garing

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Matt Mathis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Ronald Saathoff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steve Vandewalle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Greg Wilson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Scott Wilson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • NORTH COUNTY FIRE PROTECTION DISTRICT

    LOCAL GOVERNMENT · CA

  • CITY OF RIVERSIDE

    LOCAL GOVERNMENT · CA

  • FALLBROOK FIREFIGHTERS ASSOCIATION

    501(C)(5) · LABOR UNION/PLAN SPONSOR · CA

  • CITY OF SAN DIEGO

    LOCAL GOVERNMENT · CA

  • CITY OF OCEANSIDE

    LOCAL GOVERNMENT · CA

  • CITY OF CARLSBAD

    LOCAL GOVERNMENT · CA

  • CARPINTERIA-SUMMERLAND FIRE PROTECTION DISTRICT

    LOCAL GOVERNMENT · CA

  • CITY OF NAPA

    LOCAL GOVERNMENT · CA

  • CITY OF HEMET

    LOCAL GOVERNMENT · CA

  • CITY OF SANTA CRUZ

    LOCAL GOVERNMENT · CA

  • CITY OF SOLANA BEACH

    LOCAL GOVERNMENT · CA

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2023
Filed
25 April 2024
IRS schema version
2023v5.0
Source object
202421169349302102

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