2024-11-14T15:34:15-06:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 814698773 CATALINA COUNCIL BSA TRUST CATA 5202734552 1745 E RIVER RD 101 TUCSON AZ 85718 FLEMING CURTI PLC TRUSTEE 5202734552 2024-10-18 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-10-10 2023 2024-10-15 13:58:12Z FLEMING CURTI PLC 1745 E RIVER RD 101 TUCSON AZ 85718 338028 0 1761 X WWW.CATALINACOUNCIL.ORG X 2016 AZ BOY SCOUT TRUST FUND FOR THE CATALINA COUNCIL, BOY SCOUTS OF AMERICA. 1 1 0 0 0 0 1500 5570 0 0 172930 65403 -312 2008 174118 72981 161955 117536 0 0 0 0 0 0 10 31646 25012 193601 142548 -19483 -69567 1151687 1197228 812 0 1150875 1197228 TO HOLD AND INVEST ASSETS TO PROVIDE FUNDS FOR GENERAL PURPOSE SUPPORT OF THE CATALINA COUNCIL, BOY SCOUTS OF AMERICA. 0 0 117727 117536 0 THE CATALINA COUNCIL BSA TRUST WAS ESTABLISHED AS A SUPPORTING ORGANIZATION TO HOLD AND INVEST ASSETS TO PROVIDE FUNDS FOR GENERAL PURPOSE SUPPORT OF THE CATALINA COUNCIL, BOY SCOUTS OF AMERICA, ITS SUPPORTING ORGANIZATION. 117727 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X FLEMING CURTI PLC TRUSTEE 5202734552 1745 E RIVER RD 101 TUCSON AZ 85718 FLEMING & CURTI PLC TRUSTEE 1.00 X 7686 0 0 7686 0 0 0 0 0 0 0 5570 5570 20827 20827 309623 265047 44576 44576 44576 2008 2008 2008 72981 0 0 67411 117536 117536 24807 24807 205 191 4 10 142548 117727 24811 10 12742 17296 78862 46772 1000 1000 475 674 1058608 929481 0 202005 1151687 1197228 812 0 812 0 X 436759 477542 714116 719686 1150875 1197228 1151687 1197228 -69567 115920 0 X 0 1 X 1 0 X X 1 CATALINA COUNCIL BOY SCOUTS OF AMERICA 860107516 7 1 117536 0 1 117536 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1150875 5570 183331 117536 205 24807 1197228 1532504 1500 -189213 161020 32896 1150875 2520254 12637 377648 255522 1080484 42029 1532504 2344117 6949 311104 101000 40916 2520254 1982656 35157 425304 99000 2344117 0.39890 0.60070 0.00040 0 0 0 INTERCOMPANY FUNDS 202005 202005 X PART V, LINE 4: THE COUNCIL ADOPTED A BOARD-APPROVED SPENDING POLICY THAT ALLOWS THE OPERATING FUND TO RECEIVE AND RECOGNIZE INVESTMENT EARNINGS ORIGINATING FROM THE ENDOWMENT FUND. THE POLICY ALLOWS AN INCOME WITHDRAWAL OF UP TO 5% OF THE THREE YEAR AVERAGE BALANCE OF THE ENDOWMENT FUND AT THE END OF THE SECOND QUARTER OF THE PREVIOUS BUDGET YEAR. IN THE EVENT THAT TWO SUCCESSIVE YEARS OF WITHDRAWALS RESULT IN A DIMINISHED CURRENT VALUE OF THE ENDOWMENT FUND, THE PAYOUT RATE MUST BE REVIEWED. PART X, LINE 2: THE COUNCIL ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OR THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE COUNCIL RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. 1 CATALINA COUNCIL BOY SCOUTS OF AMERICA 2250 E BROADWAY BLVD TUCSON AZ 85719 860107516 501C3 117536 0 GENERAL PURPOSE 1 0 PART I, LINE 2: THE ORGANIZATION DOES NOT SUPPORT ANY OTHER ORGANIZATION OUTSIDE OF THEIR RELATED PARTY. FUNDS ARE DISTRIBUTED AS EARNINGS ALLOW AND NEEDS ARE JUSTIFIED BY THE RELATED PARTY. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY CONSISTS SOLELY OF THE TRUSTEE, WHO WAS APPOINTED BY THE PRESIDENT AND SECRETARY OF THE CATALINA COUNCIL, BOY SCOUTS OF AMERICA, FOR WHICH THE CATALINA COUNCIL BSA TRUST EXISTS AS A SUPPORTING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, AND IS REVIEWED BY THE TRUSTEE OF THE ORGANIZATION PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CATALINA COUNCIL BOY SCOUTS OF AMERICA 2250 E BROADWAY BLVD TUCSON AZ 85719 860107516 YOUTH ORGANIZATION AZ 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0