DOLOTTA FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DOLOTTA FAMILY CHARITABLE FOUNDATION INC (EIN 22-3694725)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202641359349102349
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:29:59-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 CARNEGIE CENTER SUITE 300 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223694725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOLOTTA FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOLO | BusinessNameControlTxt |
| Phone | 6096889680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 DEL ORO AVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID DOLOTTA | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6096889680 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA HERZER | PreparerPersonNm |
| PTIN | P00241348 | PTIN |
| Phone | 6099210900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,589,321 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $245,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $536,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $245,275 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $309,669 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $309,669 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,745 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,778 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $525,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $525,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $531,327 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $527,778 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$221,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $309,669 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,447 | CashBOYAmt |
| Cash EOY | $2,412 | CashEOYAmt |
| Cash EOYFMV | $2,412 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,259 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,212 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,503,141 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,254,565 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,545,697 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,519,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,298,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,589,321 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,519,847 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,298,189 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,519,847 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,298,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,519,847 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,298,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,519,847 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$221,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,298,189 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,298,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB | P | 2025-12-31 | $265,265 | $170,199 | $95,066 | $95,066 |
| CHARLES SCHWAB | P | 2025-12-31 | $266,168 | $120,708 | $145,460 | $145,460 |
| CHARLES SCHWAB | P | 2025-12-31 | $4,749 | $4,749 | $4,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $245,275 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,304 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,304 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,304 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,408 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,408 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $896 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID DOLOTTA | IndividualWithBooksNm |
| Phone | 8056995591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 DELORO AVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID G DOLOTTA | ||||||||
| 1205 DEL ORO AVE | SANTA BARBARA | CA | 93109 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PETER E DOLOTTA | ||||||||
| 424 RIVERA TERRACE | CORONA DEL MAR | CA | 92625 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MICHAEL J DOLOTTA | ||||||||
| 837 HAVERFORD AVE | PACIFIC PALISADES | CA | 90272 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,619,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,655,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,655,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,826 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,615,244 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,304 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,304 | TotalTaxAmt |
| Distributable Before Adj | $126,458 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $126,458 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $126,458 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $527,778 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $527,778 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,458 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,458 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,644 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $143,154 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $242,202 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $319,679 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $720,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $527,778 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $126,458 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $401,320 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,121,457 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,458 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,113,999 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,644 | ExcessFromYear4Amt |
| Excess From Year3 | $143,154 | ExcessFromYear3Amt |
| Excess From Year2 | $242,202 | ExcessFromYear2Amt |
| Excess From Year1 | $319,679 | ExcessFromYear1Amt |
| Excess From Current Year | $401,320 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ACEING AUTISM | ||||||||
| C/O JESSICA BROOKS 2001 S BARRINGTO | AVE SUITE 320 | LOS ANGELES | CA | 90025 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| AUTISM SOCIETY OF AMERICA - LOS ANGELES | ||||||||
| PACIFIC CENTER21250 HAWTHORNE BLVD | SUITE 500 | TORRANCE | CA | 90505 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| BRENNAN CENTER FOR JUSTICE | ||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| CARE4PAWS | ||||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| CHILDRENS HOSPITAL LOS ANGELES FOUNDATION | ||||||||
| 4650 SUNSET BLVDMS 29 | LOS ANGELES | CA | 90027 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| CHILDREN'S BURN FOUNDATION | ||||||||
| 5000 VAN NUYS BLVD SUITE 210 | SHERMAN OAKS | CA | 91403 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY | ||||||||
| 11870 MONARCH STREET | GARDEN GROVE | CA | 92841 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 | |
| COVENANT HOUSE CALIFORNIA | ||||||||
| ATTN ALANA WEINROTH1325 N WESTERN | AVE | HOLLYWOOD | CA | 90027 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| DAFGIVING360 | ||||||||
| PO BOX 243 | OMAHA | NE | 68103 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $124,000 | |
| DOCTORS WITHOUT WALLS - SANTA BARBARA STREET MEDICINE | ||||||||
| 1528 CHAPALA ST SUITE 301 | SANTA BARBARA | CA | 93101 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 | |
| DOWNTOWN WOMEN'S CENTER | ||||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 | |
| FOODBANK OF SANTA BARBARA COUNTY | ||||||||
| 82 COROMAR DRIVE | GOLETA | CA | 93117 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 | |
| FREEDOM 4 YOUTH | ||||||||
| 187 SOUTH PATTERSON AVENUE SUITE A | SANTA BARBARA | CA | 93111 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| FREEDOM 4 YOUTH | ||||||||
| 187 SOUTH PATTERSON AVENUE SUITE A | SANTA BARBARA | CA | 93111 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| FREEDOM READS | ||||||||
| 2666 STATE STREET SUITE 5A | HAMDEN | CT | 06517 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| FRIENDS OF FIELDWORKERS INC | ||||||||
| PO BOX 7863 | VENTURA | CA | 93006 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| FRIENDS OF NOBSKA LIGHT | ||||||||
| PO BOX 183 | FALMOUTH | MA | 02543 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| GARDEN COURT ENDOWMENT FUND | ||||||||
| 808 LAGUNA ST | SANTA BARBARA | CA | 93101 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| GLISTEN | ||||||||
| PO BOX 302 | HARTSDALE | NY | 10530 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| HAV A SOLE | ||||||||
| 10736 JEFFERSON BLVD 636 | CULVER CITY | CA | 90230 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 | |
| HEAL THE BAY | ||||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| HEAL THE OCEAN | ||||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93190 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $7,000 | |
| IMMIGRATION CENTER FOR WOMAN AND CHILDREN | ||||||||
| ATTN SUZANNE MCCORMICK 634 S SPRING | ST STE727 | LOS ANGELES | CA | 90014 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| KCLU | ||||||||
| CALIFORNIA LUTHERAN UNIVERSITY 60 W | OLSEN RD 4400 | THOUSAND OAKS | CA | 91360 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 |
| LA FOODBANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| LADY FREETHINKER | ||||||||
| 12405 VENICE BLVD 390 | LOS ANGELES | CA | 90066 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| LAND TRUST FOR SANTA BARBARA COUNTY | ||||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93190 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 | |
| NEW YORK COMMON PANTRY | ||||||||
| 8 EAST 109TH ST | NEW YORK | NY | 10129 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10113 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 | |
| NEWPORT BAY CONSERVANCY | ||||||||
| PO BOX 10804 | NEWPORT BEACH | CA | 92658 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| NEXT FOR AUTISM | ||||||||
| 1177 AVENUE OF THE AMERICAS 5TH | FLOOR | NEW YORK | NY | 10036 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| ORANGE COUNTY COASTKEEPER | ||||||||
| 3151 AIRWAY AVE 110 | COSTA MESA | CA | 92626 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| OUR HOUSE GRIEF SUPPORT CENTER | ||||||||
| 3415 S SEPULVEDA BLVD SUITE 120 | LOS ANGELES | CA | 90034 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| PALISADES CHARTER HIGH SCHOOL | ||||||||
| ATTN PCHS FUND15777 BOWDOIN | PACIFIC PALISADES | CA | 90272 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| PALISADES HIGH BOOSTER CLUB | ||||||||
| PO BOX 223 | PACIFIC PALISADES | CA | 90272 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| PATH (PEOPLE ASSISTING THE HOMELESS) | ||||||||
| 340 NORTH MADISON AVE | LOS ANGELES | CA | 90004 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| PBS SOCAL | ||||||||
| PO BOX 6009 | WHITTIER | CA | 90607 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $7,500 | |
| PLANNED PARENTHOOD | ||||||||
| ATTN ONLINE SERVICESPO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| POST FIRE LA FOUNDATION | ||||||||
| ATTN PLAYERS PHILANTHROPY FUND 1122 | KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| ALUMNI AND DEVELOPMENT SERVICES 124 | MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $25,000 |
| RECOVERY SHOT | ||||||||
| 9452 TELEPHONE ROAD 430 | VENTURA | CA | 93004 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| RESILIENT PALISADES | ||||||||
| 17528 RANCHO ST | ENCINO | CA | 91316 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | ||||||||
| P O BOX 91121 | SANTA BARBARA | CA | 93190 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| SANTA BARBARA PUBLIC LIBRARY FOUNDATION | ||||||||
| PO BOX 92137 | SANTA BARBARA | CA | 93190 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| ST JAMES INN | ||||||||
| PO BOX 64494 | LOS ANGELES | CA | 90064 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| STANFORD UNIVERSITY | ||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| SURFRIDER FOUNDATION | ||||||||
| PO BOX 6010 | SAN CLEMENTE | CA | 92674 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| TEACHER'S FUND | ||||||||
| 1250 COAST VILLAGE ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 | |
| THE 300 COMMITTEE | ||||||||
| 13 THOMAS B LANDERS ROAD | FALMOUTH | MA | 02536 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| THE ED ASNER FAMILY CENTER | ||||||||
| 12400 VENTURA BLVD UNIT 371 | STUDIO CITY | CA | 91604 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| THE FRIENDSHIP PADDLE | ||||||||
| 920 GARDEN STREET SUITE A | SANTA BARBARA | CA | 93101 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $250 | |
| THE FRIENDSHIP PADDLE | ||||||||
| 920 GARDEN STREET SUITE A | SANTA BARBARA | CA | 93101 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $250 | |
| THE FRIENDSHIP PADDLE | ||||||||
| 920 GARDEN STREET SUITE A | SANTA BARBARA | CA | 93101 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $250 | |
| THE FRIENDSHIP PADDLE | ||||||||
| 920 GARDEN STREET SUITE A | SANTA BARBARA | CA | 93101 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $250 | |
| THE FROSTIG CENTER | ||||||||
| ATTN DEVELOPMENT DEPT971 N ALTADENA | DR | PASADENA | CA | 91107 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| THE INNOCENCE PROJECT | ||||||||
| 40 WORTH STREET SUITE 701 ATTN | DEVELOPMENT DEPARTMENT | NEW YORK | NY | 10013 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 |
| THE WOODEN FLOOR | ||||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $20,000 | |
| UNITED BOYS & GIRLS CLUB OF SANTA BARBARA COUNTY | ||||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 | |
| UNITED POLICYHOLDERS | ||||||||
| 917 IRVING STREET SUITE 4 | SAN FRANCISCO | CA | 94122 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 75 REMITTANCE DRIVE SUITE 1551 | CHICAGO | IL | 60675 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $25,000 | |
| WASHINGTON SCHOOL FOUNDATION | ||||||||
| 290 LIGHTHOUSE ROAD | SANTA BARBARA | CA | 93109 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| WASHINGTON SCHOOL FOUNDATION | ||||||||
| 290 LIGHTHOUSE ROAD | SANTA BARBARA | CA | 93109 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| WASHINGTON SCHOOL FOUNDATION | ||||||||
| 290 LIGHTHOUSE ROAD | SANTA BARBARA | CA | 93109 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $7,000 | |
| WASHINGTON SCHOOL FOUNDATION | ||||||||
| 290 LIGHTHOUSE ROAD | SANTA BARBARA | CA | 93109 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| WILLBRIDGE OF SANTA BARBARA | ||||||||
| 2904 STATE ST SUITE A | SANTA BARBARA | CA | 93105 | NONE | PC | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $525,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,392 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,275 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $309,669 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $309,669 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,745 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,745 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,254,565 | BookValueAmt |
| EOYFMV | $2,545,697 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $24 | $0 | $0 | $0 |
| NJ FEES | $33 | $0 | $0 | $33 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $3,525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments