DOLOTTA FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DOLOTTA FAMILY CHARITABLE FOUNDATION INC (EIN 22-3694725)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202421349349101477
- Schema version
- 2023v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T09:27:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | DOLOTTA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA HERZER | PreparerPersonNm |
| PTIN | P00241348 | PTIN |
| Phone | 6099210900 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,837,776 | 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 | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,528 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,185,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,528 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $236,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,378 | 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 | $2,771 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,771 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,219 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,771 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $375,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $375,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,219 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $377,771 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$142,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,378 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,908 | CashBOYAmt |
| Cash EOY | $6,155 | CashEOYAmt |
| Cash EOYFMV | $6,155 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,822 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,824,567 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,688,778 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,794,799 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,874,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,731,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,837,776 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,874,628 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,731,755 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,874,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,731,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,874,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,731,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,874,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$142,841 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,731,787 | SubtotalAmt |
| Other Decreases | $32 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,731,755 | 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 | 2023-12-31 | $813,962 | $910,440 | -$96,478 | -$96,478 |
| CHARLES SCHWAB | P | 2023-12-31 | $293,788 | $29,531 | $264,257 | $264,257 |
| CHARLES SCHWAB | P | 2023-12-31 | $77,267 | $75,518 | $1,749 | $1,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,528 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,286 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,286 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,697 | 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 | $2,697 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $589 | 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 | $2,772,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,819,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,819,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,777,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,855 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,855 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,286 | TotalTaxAmt |
| Distributable Before Adj | $135,569 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,569 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,569 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $377,771 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $377,771 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,569 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,530 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,397 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,458 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,644 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $143,154 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $215,183 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $377,771 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $242,202 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $457,385 | 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 | $30,530 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $426,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,397 | ExcessFromYear4Amt |
| Excess From Year3 | $7,458 | ExcessFromYear3Amt |
| Excess From Year2 | $7,644 | ExcessFromYear2Amt |
| Excess From Year1 | $143,154 | ExcessFromYear1Amt |
| Excess From Current Year | $242,202 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AAPLE ACADEMY FOUNDATION | |||||||
| PO BOX 30636 | SANTA BARBARA | CA | 931300636 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $6,000 | |
| ACEING AUTISM | |||||||
| C/O JESSICA BROOKS2001 S BARRINGTON | LOS ANGELES | CA | 90025 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | AVE SUITE 320 |
| AINA MOMONA | |||||||
| 4348 WAIALAE AVE | HONOLULU | HI | 96816 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| ANGELS FOSTER CARE | |||||||
| 3905 STATE STREET 7-115 | SANTA BARBARA | CA | 93105 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| AUTISM SOCIETY OF AMERICA - LOS ANGELES | |||||||
| PACIFIC CENTER21250 HAWTHORNE BLVD | TORRANCE | CA | 90505 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | SUITE 500 |
| BIG SUNDAY | |||||||
| 4351 MELROSE AVE | LOS ANGELES | CA | 90029 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAYSUITE 1750 | NEW YORK | NY | 10271 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 | |
| BUNS | |||||||
| PO BOX 193 | GOLETA | CA | 93116 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| CALIFORNIA WILDLIFE CENTER | |||||||
| PO BOX 2022 | MALIBU | CA | 90265 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 | |
| CASA OF LOS ANGELES | |||||||
| ATTN DEVELOPMENT201 CENTRE PLAZA | MONTEREY PARK | CA | 91754 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 | DRIVE 1100 |
| CCAICCF | |||||||
| ATTN CHARITY DEPT6920 SOUTH HOLLY | CENTENNIAL | CO | 80112 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 | CIRCLE |
| CHILDRENS HOSPITAL LOS ANGELES FOUNDATION | |||||||
| 4650 SUNSET BLVDMS 29 | LOS ANGELES | CA | 90027 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 | |
| CHILDREN'S BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD SUITE 210 | SHERMAN OAKS | CA | 91403 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| COLLEGE LIGHT OPERA COMPANY | |||||||
| PO BOX 906 | FALMOUTH | MA | 02541 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY | |||||||
| 11870 MONARCH STREET | GARDEN GROVE | CA | 92841 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 | |
| COVENANT HOUSE CALIFORNIA | |||||||
| ATTN ALANA WEINROTH1325 N WESTERN | HOLLYWOOD | CA | 90027 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | AVE |
| DOCTORS WITHOUT WALLS - SANTA BARBARA STREET MEDICINE | |||||||
| 220 W CANON PERDIDO ST STE 3 | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 | |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| ELEVATE ORANGE COUNTY | |||||||
| PO BOX 1806 | TUSTIN | CA | 92781 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 | |
| FREEDOM READS | |||||||
| 2666 STATE STREET SUITE 5A | HAMDEN | CT | 06517 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| FRIENDS OF NOBSKA LIGHT | |||||||
| PO BOX 183 | FALMOUTH | MA | 02451 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| GARDENS ON HOPE RESIDENT FUND | |||||||
| 251 SOUTH HOPE AVENUE | SANTA BARBARA | CA | 93105 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 | |
| GLSEN | |||||||
| 110 WILLIAM STREET30TH FLOOR | NEW YORK | NY | 10038 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| HAV A SOLE | |||||||
| 10736 JEFFERSON BLVD636 | CULVER CITY | CA | 90230 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $20,000 | |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| HEAL THE BAY | |||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| HEAL THE OCEAN | |||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $6,000 | |
| LA FOODBANK | |||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| LAFD FOUNDATION | |||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| LAND TRUST FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| MONTESSORI CENTER SCHOOL | |||||||
| 401 N FAIRVIEW AVE 1 | SANTA BARBARA | CA | 93117 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| NEW YORK COMMON PANTRY | |||||||
| 8 EAST 109TH ST | NEW YORK | NY | 10129 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| NEWPORT BAY CONSERVANCY | |||||||
| PO BOX 10804 | NEWPORT BEACH | CA | 92658 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| ORANGE COUNTY COASTKEEPER | |||||||
| 3151 AIRWAY AVE 110 | COSTA MESA | CA | 92626 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| PALISADES CHARTER HIGH SCHOOL | |||||||
| ATTN PCHS FUND15777 BOWDOIN | PACIFIC PALISADES | CA | 90272 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 | |
| PALISADES HIGH BOOSTER CLUB | |||||||
| PO BOX 223 | PACIFIC PALISADES | CA | 90272 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 | |
| PATH (PEOPLE ASSISTING THE HOMELESS) | |||||||
| 340 NORTH MADISON AVE | LOS ANGELES | CA | 90004 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| PLANNED PARENTHOOD | |||||||
| ATTN ONLINE SERVICESPO BOX 97166 | WASHINGTON | DC | 200907166 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| ALUMNI AND DEVELOPMENT SERVICES124 | CAMBRIDGE | MA | 02138 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 | MOUNT AUBURN STREET |
| RAINBOW HUMANITARIAN CARETAKER FOUNDATION | |||||||
| 112 N HAYWORTH AVE 2 | LOS ANGELES | CA | 90048 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| RAINFOREST TRUST | |||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| RECOVERY SHOT | |||||||
| 9452 TELEPHONE ROAD 430 | VENTURA | CA | 93004 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| SAGE HILL SCHOOL | |||||||
| 20402 NEWPORT COAST DRIVE | NEWPORT COAST | CA | 92657 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | |||||||
| P O BOX 91121 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| SANTA BARBARA TEEN LEGAL CLINIC | |||||||
| 5951 ENCINA ROAD STE 208 | GOLETA | CA | 93117 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| SCHWAB CHARITABLE | |||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $65,000 | |
| SHOWERS OF BLESSING | |||||||
| PO BOX 1135 | GOLETA | CA | 93116 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| ST JAMES INN | |||||||
| PO BOX 64494 | LOS ANGELES | CA | 90064 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| STANFORD UNIVERSITY | |||||||
| GIFT PROCESSINGPO BOX 884478 | LOS ANGELES | CA | 900884478 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 | |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 6010 | SAN CLEMENTE | CA | 92674 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| TEACHER'S FUND | |||||||
| 1250 COAST VILLAGE ROAD | SANTA BARBARA | CA | 93108 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| THE 300 COMMITTEE | |||||||
| 157 LOCUST STREET | FALMOUTH | MA | 02540 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| THE FRIENDSHIP PADDLE | |||||||
| 920 GARDEN STREET SUITE A | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| THE FROSTIG CENTER | |||||||
| ATTN DEVELOPMENT DEPT971 N ALTADENA | PASADENA | CA | 91107 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | DR |
| THE LANGE FOUNDATION | |||||||
| 2106 S SEPULVEDA BLVD | LOS ANGELES | CA | 90025 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| THE WOODEN FLOOR | |||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $20,000 | |
| UNITED BOYS & GIRLS CLUB OF SANTA BARBARA COUNTY | |||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| WAGS AND WALKS | |||||||
| ATTN DEVELOPMENT DEPARTMENT2236 | LOS ANGELES | CA | 90064 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | FEDERAL AVENUE |
| WASHINGTON SCHOOL FOUNDATION | |||||||
| 290 LIGHTHOUSE ROAD | SANTA BARBARA | CA | 93109 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $7,000 | |
| WILLBRIDGE OF SANTA BARBARA | |||||||
| 2904 STATE ST SUITE A | SANTA BARBARA | CA | 93105 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $375,000 | 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 | $35 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,815 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,528 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $236,378 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $236,378 | 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 | $2,771 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,771 | 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 | $1,688,778 | BookValueAmt |
| EOYFMV | $2,794,799 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TIMING DIFFERENCE | Desc |
| Amt | $32 | Amt |
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 | $110 | $0 | $0 | $0 |
| SHIPPING AND DELIVERY | $38 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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