LURIA FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LURIA FOUNDATION (EIN 77-0205301)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202421359349311517
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T16:18:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952089835 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTLETT PRINGLE & WOLF LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1123 CHAPALA ST PO BOX 90860 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931900860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770205301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LURIABUDGOR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LURI | BusinessNameControlTxt |
| Phone | 8059699400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1264 COAST VILLAGE ROAD | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN LURIA-BUDGOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8059699400 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | LURIA-BUDGOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EILEEN F SHERIDAN | PreparerPersonNm |
| PTIN | P00122103 | PTIN |
| Phone | 8059637811 | PhoneNum |
| Preparation | 2024-05-13 | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN LURIA-BUDGOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1264 COAST VILLAGE ROAD | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,172,608 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO MAKE CONTRIBUTIONS TO EXEMPT ORGANIZATIONS | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,994,718 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,375 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $113,834 | PYInvestmentIncomeAmt |
| CY Investment Income | $329,263 | CYInvestmentIncomeAmt |
| PY Other Revenue | $517,133 | PYOtherRevenueAmt |
| CY Other Revenue | $599,687 | CYOtherRevenueAmt |
| PY Total Revenue | $3,625,685 | PYTotalRevenueAmt |
| CY Total Revenue | $930,325 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $685,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,032,484 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $224,111 | PYOtherExpensesAmt |
| CY Other Expenses | $269,229 | CYOtherExpensesAmt |
| PY Total Expenses | $909,911 | PYTotalExpensesAmt |
| CY Total Expenses | $1,301,713 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,715,774 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$371,388 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,743,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,818,781 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,743,051 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,818,781 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO MAKE CONTRIBUTIONS TO EXEMPT ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $181,000 | ExpenseAmt |
| Grant | $181,000 | GrantAmt |
| Desc | MUSIC ACADEMY OF THE WEST - TO SUPPORT 1) SCHOLARSHIP PROGRAMS AND 2) THE DAY TO DAY GENERAL OPERATIONS OF THE ACADEMY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $604,934 | ExpenseAmt |
| Grant | $604,934 | GrantAmt |
| Desc | SANTA BARBARA MUSEUM OF ART - TO HELP COVER THE COSTS OF VARIOUS EXHIBITS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $190,000 | ExpenseAmt |
| Grant | $190,000 | GrantAmt |
| Desc | SANTA BARBARA JEWISH FEDERATION - TO PROVIDE FINANCIAL ASSISTANCE TO THE FEDERATION FOR VARIOUS EXHIBITS AND PROGRAMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $56,550 | ExpenseAmt |
| Grant | $56,550 | GrantAmt |
| Desc | SANTA BARBARA CITY COLLEGE FOUNDATION - TO PROVIDE FUNDING FOR: 1) FULL TIME LIBRARY RESIDENT 2) PRESIDENT'S COUNCIL 3) PRESIDENT'S SCHOLARSHIP 4) JAPANESE LANGUAGE SCHOLARSHIP 5) KOREAN LANGUAGE 6) CAMPAIGN FOR STUDENT SUCCESS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $56,550 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $56,550 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,032,484 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LURIABUDGOR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059699400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1264 COAST VILLAGE ROAD | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KAREN LURIA-BUDGOR | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRADY BOWMAN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAUREN KATZ | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOAN ROTHENBERG | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MAURICE SINGER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE SULLIVAN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MINDY BUDGOR | ||||||
| VICE PRESIDENT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADAM BUDGOR | ||||||
| CHIEF FINANCIAL OFFICER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TED FRIEDEL | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL GUIDO | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT VINCENT | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNE TOWLES | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,375 | AllOtherContributionsAmt |
| Total Contributions | $1,375 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $327,899 | TotalRevenueColumnAmt |
| Exclusion | $327,899 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $665,830 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $89,823 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $576,007 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $576,007 | TotalRevenueColumnAmt |
| Exclusion | $576,007 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $153,824 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $152,460 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,364 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,364 | TotalRevenueColumnAmt |
| Exclusion | $1,364 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| FROM K-1: REALTY LINK | 523000 | $25,649 | $25,649 |
| FROM K-1: SC NMB RETAI | 531110 | $1,361 | $1,361 |
| SALES AND USE TAX REFU | 900099 | $1,035 | $1,035 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,365 | TotalRevenueColumnAmt |
| Exclusion | -$4,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,680 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $930,325 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $928,950 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,032,484 | TotalAmt |
| Program Services | $1,032,484 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,983 | TotalAmt |
| Management And General | $176,983 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,728 | TotalAmt |
| Management And General | $15,728 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,896 | TotalAmt |
| Management And General | $14,896 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865 | TotalAmt |
| Management And General | $865 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,307 | TotalAmt |
| Management And General | $53,307 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,089 | TotalAmt |
| Management And General | $4,089 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| FEDERAL TAXES | $1,000 | $1,000 |
| FOREIGN TAXES | $685 | $685 |
| BANK SERVICE CHARGES | $551 | $551 |
| CALIFORNIA TAXES | $500 | $500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625 | TotalAmt |
| Management And General | $625 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,301,713 | TotalAmt |
| Program Services | $1,032,484 | ProgramServicesAmt |
| Management And General | $269,229 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,354 | BOYAmt |
| EOY | $285,982 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,506 | BOYAmt |
| EOY | $109,983 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,339 | BOYAmt |
| EOY | $18,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,636,706 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,324,855 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,401,674 | BOYAmt |
| EOY | $5,311,851 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,890,722 | BOYAmt |
| EOY | $3,340,469 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,873,456 | BOYAmt |
| EOY | $2,752,441 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,743,051 | BOYAmt |
| EOY | $11,818,781 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,743,051 | BOYAmt |
| EOY | $11,818,781 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,743,051 | BOYAmt |
| EOY | $11,818,781 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,743,051 | BOYAmt |
| EOY | $11,818,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$371,388 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $447,118 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| SANTA BARBARA MUSEUM OF ART | ||||
| 951664122 | 10 | Yes (1) | $604,934 | $0 |
| SANTA BARBARA CITY COLLEGE FOUNDATION | ||||
| 953234551 | 5 | Yes (1) | $56,550 | $0 |
| MUSIC ACADEMY OF THE WEST | ||||
| 951525814 | 10 | Yes (1) | $181,000 | $0 |
| SANTA BARBARA JEWISH FEDERATION | ||||
| 237354759 | 10 | Yes (1) | $190,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,032,484 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | 0 | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $1,364 | CurrentYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $814,024 | PriorYearAmt |
| Current Year | $1,017,409 | CurrentYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $814,024 | PriorYearAmt |
| Current Year | $1,018,773 | CurrentYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $73,786 | PriorYearAmt |
| Current Year | $89,823 | CurrentYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $220,881 | PriorYearAmt |
| Current Year | $269,229 | CurrentYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $519,357 | PriorYearAmt |
| Current Year | $659,721 | CurrentYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $2,270,756 | PriorYearAmt |
| Current Year | $3,043,948 | CurrentYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $596,319 | PriorYearAmt |
| Current Year | $479,413 | CurrentYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $8,961,143 | PriorYearAmt |
| Current Year | $9,449,655 | CurrentYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $11,828,218 | PriorYearAmt |
| Current Year | $12,973,016 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $11,828,218 | PriorYearAmt |
| Current Year | $12,973,016 | CurrentYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $177,423 | PriorYearAmt |
| Current Year | $194,595 | CurrentYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $11,650,795 | PriorYearAmt |
| Current Year | $12,778,421 | CurrentYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $407,778 | PriorYearAmt |
| Current Year | $447,245 | CurrentYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $407,778 | PriorYearAmt |
| Current Year | $447,245 | CurrentYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $519,357 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $441,453 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $407,778 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $441,453 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $964 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $440,489 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $1,032,484 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $0 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $1,032,484 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $1,032,484 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $440,489 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 100.000000000000 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $440,489 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $159,148 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $685,800 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $844,948 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $440,489 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $404,459 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $1,032,484 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| Excess Distribution | $1,032,484 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $1,436,943 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $0 | ExcessFromYear5Amt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $404,459 | ExcessFromYear2Amt |
| Excess From Year1 | $1,032,484 | ExcessFromYear1Amt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,133,631 | InvestmentCostOrOtherBasisAmt |
| Book Value | $3,133,631 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,503,075 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,324,855 | DepreciationAmt |
| Book Value | $2,178,220 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,311,851 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EVERGREEN ADVANTAGE, LLC | $1,925,000 | C |
| KY PIKEVILLE THOMPSON, LLC | $14,033 | C |
| SB KY PIKEVILLE RETAIL, LLC | $126,908 | C |
| REALTY LINK FUND | $410,147 | C |
| SC NMB RETAIL 3, LLC | $276,353 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,752,441 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SANTA BARBARA CITY COLLEGE | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | 953234551 | 509(A)(1) | $12,500 | $0 | PRESIDENT'S CIRCLE |
| SANTA BARBARA CITY COLLEGE | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | 953234551 | 509(A)(1) | $8,850 | $0 | SPRING FORWARD |
| SANTA BARBARA CITY COLLEGE | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | 953234551 | 509(A)(1) | $20,000 | $0 | LURIA LIBRARY |
| SANTA BARBARA CITY COLLEGE | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | 953234551 | 509(A)(1) | $5,000 | $0 | TOWBES/LURIA STEM SCHOLARSHIP |
| SANTA BARBARA CITY COLLEGE | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | 953234551 | 509(A)(1) | $9,000 | $0 | PRESIDENT'S SCHOLARSHIP |
| SANTA BARBARA CITY COLLEGE | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | 953234551 | 509(A)(1) | $600 | $0 | KOREAN LANGUAGE SCHOLARSHIP |
| SANTA BARBARA CITY COLLEGE | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | 953234551 | 509(A)(1) | $600 | $0 | JAPANESE LANGUAGE SCHOLARSHIP |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | 951525814 | 509(A)(1) | $15,000 | $0 | JEREMY LOWENTHAL CONCERT |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | 951525814 | 509(A)(1) | $2,500 | $0 | GENERAL PROGRAM SUPPORT |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | 951525814 | 509(A)(1) | $50,000 | $0 | MARIPOSA SERIES |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | 951525814 | 509(A)(1) | $15,000 | $0 | SING! PROGRAM |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | 951525814 | 509(A)(1) | $50,000 | $0 | JEREMY DENK'S 2023 RESIDENCY |
| SANTA BARBARA JEWISH FEDERATION | ||||||||
| 524 CHAPALA STREET | SANTA BARBARA | CA | 93101 | 237354759 | 509(A)(1) | $5,000 | $0 | LION OF JUDAH |
| SANTA BARBARA JEWISH FEDERATION | ||||||||
| 524 CHAPALA STREET | SANTA BARBARA | CA | 93101 | 237354759 | 509(A)(1) | $35,000 | $0 | ANNUAL CAMPAIGN |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | 951664122 | 509(A)(1) | $32,000 | $0 | BEYOND CONVERSATIONS |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | 951664122 | 509(A)(1) | $526,000 | $0 | LURIA ART ACQUISITION FUND |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | 951664122 | 509(A)(1) | $9,114 | $0 | ARTFUL AFFAIRS |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | 951664122 | 509(A)(1) | $35,000 | $0 | ANNUAL FUND TO SUPPORT OPERATIONS |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | 951664122 | 509(A)(1) | $2,820 | $0 | MUSEUM CIRCLES FUND |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | 951525814 | 509(A)(1) | $48,500 | $0 | GALA |
| SANTA BARBARA JEWISH FEDERATION | ||||||||
| 524 CHAPALA STREET | SANTA BARBARA | CA | 93101 | 237354759 | 509(A)(1) | $150,000 | $0 | CAPITAL CAMPAIGN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN LURIA-BUDGOR | PersonNm |
| Relationship With Org | PRESIDENT | RelationshipWithOrgTxt |
| Loan Purpose | FAIR MARKET VALUE OF GOODS RECEIVED IN EXCHANGE FOR CHARITABLE CONTRIBUTION | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $9,439 | OriginalPrincipalAmt |
| Balance Due | $18,055 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | 0 | BoardOrCommitteeApprovalInd |
| Written Agreement | 0 | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $18,055 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KAREN LURIA-BUDGOR | |||
| KAREN LURIA-BUDGOR IS PRESIDENT OF THE FOUNDATION AND HOLDS AN INDIRECT | $176,983 | INTEREST IN THE LURIA COMPANY, LLC. THE FOUNDATION PAID MANAGEMENT FEES OF $176,983 TO LURIA COMPANY, LLC. | 0 |
| KAREN LURIA-BUDGOR | |||
| INTEREST IN LURIA CO. LLC. | $34,200 | THE FOUNDATION PAID RENT OF $34,200 TO KAREN LURIA-BUDGOR WHO OWNS THE BUILDING OUT OF WHICH THE FOUNDATION OPERATES. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KAREN LURIA-BUDGOR IS THE MOTHER OF MINDY BUDGOR AND ADAM BUDGOR AND THE EMPLOYER OF BRADY BOWMAN. |
| FORM 990, PART VI, SECTION B, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 IS LOCATED ON GUIDESTAR.ORG. ALSO, A PAPER COPY IS AVAILABLE AT THE FOUNDATION'S OFFICE UPON REQUEST. |
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