Socha Cardillo Fam Foundation Tr

Socha Michael S Ttee

Laguna Beach, CA
Tax-exempt since June 2001
EIN: 34-7137775

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$13.2k (2024)

Expenses

$18.1k (2024)

Total Assets

$253k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$13,225

Expenses

$18,149

Net Income

-$4,924

Net Assets

$253,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,289	47.6%
Sales of Assets	$6,936	52.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,000	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$253,473
Total Liabilities	$0
Net Assets	$253,473

Compensation

Key Employees and Officers	Compensation	Other
Patricia A Socha (Trustee)	$0	$0
Robert Samuel Ettinger (Trustee)	$0	$0

990-PF

Filed on March 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$3,853

Expenses

$18,965

Net Income

-$15,112

Net Assets

$258,397

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,967	> 100%
Sales of Assets	-$2,114
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,000	73.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$258,397
Total Liabilities	$0
Net Assets	$258,397

Compensation

Key Employees and Officers	Compensation	Other
Patricia A Socha (Trustee)	$0	$0
Robert Samuel Ettinger (Trustee)	$0	$0

990-PF

Filed on July 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$12,523

Expenses

$21,838

Net Income

-$9,315

Net Assets

$273,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,472	43.7%
Sales of Assets	$7,051	56.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,040	68.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$273,509
Total Liabilities	$0
Net Assets	$273,509

Compensation

Key Employees and Officers	Compensation	Other
Patricia A Socha (Trustee)	$0	$0
Robert Samuel Ettinger (Trustee)	$0	$0

990-PF

Filed on June 30, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$50,900

Expenses

$25,082

Net Income

$25,818

Net Assets

$282,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,169	12.1%
Sales of Assets	$44,731	87.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,000	71.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$282,824
Total Liabilities	$0
Net Assets	$282,824

Compensation

Key Employees and Officers	Compensation	Other
Patricia A Socha (Trustee)	$0	$0
Robert Samuel Ettinger (Trustee)	$0	$0

990-PF

Filed on Aug. 22, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$7,671

Expenses

$22,551

Net Income

-$14,880

Net Assets

$257,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,580	72.7%
Sales of Assets	$2,091	27.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,270	72.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$257,006
Total Liabilities	$1
Net Assets	$257,005

Compensation

Key Employees and Officers	Compensation	Other
Patricia A Socha (Trustee)	$0	$0
Robert Samuel Ettinger (Trustee)	$0	$0

990-PF

Filed on June 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$12,075

Expenses

$24,773

Net Income

-$12,698

Net Assets

$271,885

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,430	53.3%
Sales of Assets	$5,645	46.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,100	73.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$271,886
Total Liabilities	$1
Net Assets	$271,885

Compensation

Key Employees and Officers	Compensation	Other
Patricia A Socha (Trustee)	$0	$0
Robert Samuel Ettinger (Trustee)	$0	$0

990-PF

Filed on July 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$22,887

Expenses

$25,050

Net Income

-$2,163

Net Assets

$284,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,886	25.7%
Sales of Assets	$17,001	74.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,875	71.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$284,584
Total Liabilities	$0
Net Assets	$284,584

Compensation

Key Employees and Officers	Compensation	Other
Patricia A Socha (Trustee)	$0	$0
Robert Samuel Ettinger (Trustee)	$0	$0

990-PF

Filed on Aug. 20, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$32,829

Expenses

$24,861

Net Income

$7,968

Net Assets

$286,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,004	18.3%
Sales of Assets	$26,825	81.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,175	73.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$286,747
Total Liabilities	$0
Net Assets	$286,747

Compensation

Key Employees and Officers	Compensation	Other
Patricia A Socha (Trustee)	$0	$0
Charles J Mira (Trustee)	$0	$0

990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$7,583

Expenses

$24,320

Net Income

-$16,737

Net Assets

$278,779

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,560	73.3%
Sales of Assets	$2,023	26.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,050	74.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$278,779
Total Liabilities	$0
Net Assets	$278,779

Compensation

Key Employees and Officers	Compensation	Other
Patricia A Socha (Trustee)	$0	$0
Charles J Mira (Trustee)	$0	$0

990-PF

Filed on March 18, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$15,484

Expenses

$25,719

Net Income

-$10,235

Net Assets

$295,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,535	35.7%
Sales of Assets	$9,949	64.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,000	73.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$295,516
Total Liabilities	$0
Net Assets	$295,516

Compensation

Key Employees and Officers	Compensation	Other
Patricia A Socha (Trustee)	$0	$0
Charles J Mira (Trustee)	$0	$0

990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$21,171

Expenses

$32,020

Net Income

-$10,849

Net Assets

$305,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,075	33.4%
Sales of Assets	$7,935	37.5%
Other Income	$6,161	29.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,000	78.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$305,751
Total Liabilities	$0
Net Assets	$305,751

Compensation

Key Employees and Officers	Compensation	Other
Patricia A Socha (Trustee)	$0	$0
Charles J Mira (Trustee)	$0	$0

990-PF

Filed on May 5, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$13,002

Expenses

$24,577

Net Income

-$11,575

Net Assets

$316,683

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,346	48.8%
Sales of Assets	$4,049	31.1%
Other Income	$2,607	20.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,625	71.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$316,683
Total Liabilities	$0
Net Assets	$316,683

Compensation

Key Employees and Officers	Compensation	Other
Patricia A Socha (Trustee)	$0	$0
Charles J Mira (Trustee)	$0	$0

990-PF

Filed on May 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$51,228

Expenses

$25,845

Net Income

$25,383

Net Assets

$329,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$10,299	20.1%
Sales of Assets	$39,944	78.0%
Other Income	$978	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,600	64.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$330,051
Total Liabilities	$900
Net Assets	$329,151

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$20,091

Expenses

$27,130

Net Income

-$7,039

Net Assets

$303,916

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29	0.1%
Dividends	$8,400	41.8%
Sales of Assets	$11,662	58.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,670	72.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$303,917
Total Liabilities	$1
Net Assets	$303,916

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Socha Cardillo Fam Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $13.2k (2024)

Expenses $18.1k (2024)

Total Assets $253k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$13.2k (2024)

Expenses

$18.1k (2024)

Total Assets

$253k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

Fiscal Year Ending Dec.
2016

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2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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2011

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