ROY & IDA EAGLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROY & IDA EAGLE FOUNDATION (EIN 26-2505029)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202431349349104678
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T17:30:26-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 950858589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINSON & BLOODGOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | 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 | 262505029 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY AND IDA EAGLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROYA | BusinessNameControlTxt |
| Phone | 8057417770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2399 | AddressLine1Txt |
| City | SANTA MARIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93457 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SONYA SCHROEDER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR/TRUSTEE | PersonTitleTxt |
| Phone | 8057417770 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SONYA | PersonFirstNm |
| Person Last | SCHROEDER | 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 | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
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 | $17,329,649 | 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 | $28,020 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,020 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $265,190 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $265,190 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $714,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,553,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $714,462 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,007,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,007,672 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $226,460 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,326 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $162,134 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,580 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,374 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,206 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,549 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,774 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,775 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $147,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $147,689 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,977 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,405 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,573 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,001 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,000 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,864 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $573 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,291 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $694 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $347 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $347 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,184 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,973 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $491,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $256,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $219,299 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $644,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $644,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,136,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $256,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $863,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$128,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $750,974 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,029,183 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $620,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $620,672 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,871,562 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,107,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,322,085 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,221,335 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,279,786 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,934,448 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $534,504 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $83,511 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $465,994 | LandBOYAmt |
| Land EOY | $450,993 | LandEOYAmt |
| Land EOYFMV | $450,993 | LandEOYFMVAmt |
| Other Assets BOY | $785 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,451 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,451 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,588,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,460,306 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,329,649 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $27 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $27 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,588,832 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,460,306 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,588,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,460,306 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,588,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,460,306 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,588,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$128,526 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,460,306 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,460,306 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WELLS FARGO | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $6,553,037 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,838,575 | CostOrOtherBasisAmt |
| Gain Or Loss | $714,462 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $714,462 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $714,462 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,439 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,439 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,439 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,240 | 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 | $10,240 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $199 | 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | ROYANDIDAEAGLEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SONYA SCHROEDER | IndividualWithBooksNm |
| Phone | 8057417770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2399 | AddressLine1Txt |
| City | SANTA MARIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93457 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| SONYA SCHROEDER | ||||||||
| PO BOX 2399 | SANTA MARIA | CA | 93457 | EXEC DIR/TTEE | 30.00 | $147,000 | $18,550 | $0 |
| MARK SCHROEDER | ||||||||
| PO BOX 2399 | SANTA MARIA | CA | 93457 | ASST DIR/TTEE | 25.00 | $61,400 | $16,030 | $0 |
| MEGAN MELERO | ||||||||
| PO BOX 2399 | SANTA MARIA | CA | 93457 | ADMIN/TRUSTEE | 10.00 | $18,060 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3660 STATE STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $147,689 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $15,001,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,144,806 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $148,420 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,294,226 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,294,226 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $244,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,049,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $802,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $802,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,439 | TotalTaxAmt |
| Distributable Before Adj | $792,052 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $792,052 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $792,052 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $863,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $863,499 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $792,052 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $283,986 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $863,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $283,986 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $579,513 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $212,539 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SONYA SCHROEDER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2399 | AddressLine1Txt |
| City | SANTA MARIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8057417770 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETE APPLICATION, AVAILABLE ON WEBSITE, AND ALL REQUIRED ATTACHMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTER OF INQUIRY DUE APRIL 30TH, UPON APPROVAL FINAL SUBMISSION DUE JULY 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE PURPOSE AND ACTIVITIES OF THE FOUNDATION ARE TO SEEK OUT AND PROVIDE FUNDING TO CHARITABLE AND GOVERNMENTAL ORGANIZATIONS THAT PROVIDE SERVICES TO ENCOURAGE AND STRENGTHEN THE FAMILY UNIT AS WELL AS PROVIDE CARE AND PROTECTION FOR DOMESTIC ANIMALS AND INDIGENOUS WILDLIFE. THE TYPES OF ORGANIZATIONS THAT MEET THE PURPOSE OF THE FOUNDATION INCLUDE BUT ARE NOT LIMITED TO THOSE THAT PROVIDE EDUCATIONAL OPPORTUNITIES, MEET EMERGENCY NEEDS, PROMOTE CHARACTER DEVELOPMENT AND SELF RELIANCE, PROVIDE MEDICAL ASSISTANCE TO THOSE WITHOUT SUFFICIENT RESOURCES; AND ORGANIZATIONS THAT PROVIDE FOR THE PROTECTION OF ANIMALS IN THEIR COMMUNITY. CONSIDERATION IS GIVEN TO ORGANIZATIONS PRIMARILY IN SANTA BARBARA COUNTY WITH AN EMPHASIS TO ORGANIZATIONS IN THE NORTH SANTA BARBARA COUNTY REGION WITH THE FOLLOWING CHARITABLE PURPOSES: EDUCATIONAL OPPORTUNITIES, SUPPORT TO ABUSED WOMEN AND CHILDREN/VIOLENCE PREVENTION, HEALTH CARE SERVICES, CRITICAL NEEDS, YOUTH SPORTS AND ANIMAL PROTECTION AND WELFARE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGELS FOSTER CARE OF SANTA BARBARA | |||||||
| 3905 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $15,000 |
| BOY'S & GIRLS CLUB CENTRAL COAST | |||||||
| 901 NORTH RAILROAD AVE | SANTA MARIA | CA | 93458 | NONE | PC | YOUTH SUPPORT SERVICES | $20,000 |
| CARE 4 PAWS | |||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | NONE | PC | ANIMAL WELFARE | $25,000 |
| CARRILLO COUNSELING SERVICESNEW BEGINNINGS | |||||||
| 324 E CARRILLO STREET C | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICES | $15,000 |
| CASA | |||||||
| 118 E FIGUEROA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $40,000 |
| CUYAMA VALLEY FAMILY RESOURCE CENTER | |||||||
| 4689 HIGHWAY 166 UNIT B | NEW CUYAMA | CA | 93254 | NONE | PC | FAMILY SUPPORT SERVICES | $15,000 |
| DOMESTIC VIOLENCE SOLUTIONS | |||||||
| PO BOX 1530 | SANTA BARBARA | CA | 93102 | NONE | PC | FAMILY SUPPORT SERVICES | $30,000 |
| DOS PUEBLOS ENGINEERING ACADEMY FOUNDATION | |||||||
| 7266 ALAMEDA AVENUE | GOLETA | CA | 93117 | NONE | PC | EDUCATION | $40,000 |
| FAMILY SERVICE AGENCY | |||||||
| 123 W GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $25,000 |
| FEED THE VALLEY | |||||||
| 406 BELL STREET | LOS ALAMOS | CA | 93440 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | FAMILY SUPPORT SERVICES | $40,000 |
| FOR THE DOGS | |||||||
| 206 BARTLETT ST | TEHACHAPI | CA | 93561 | NONE | PC | ANIMAL WELFARE | $7,000 |
| FUTURE LEADERS OF AMERICA | |||||||
| PO BOX 51637 | OXNARD | CA | 93003 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| HAPPY ENDINGS ANIMAL CARE | |||||||
| 1326 DOVE MEADOW ROAD | SOLVANG | CA | 93463 | NONE | PC | ANIMAL WELFARE | $10,000 |
| HEARTS ALIGNED INC | |||||||
| PO BOX 901 | GOLETA | CA | 93116 | NONE | PC | FAMILY SUPPORT SERVICES | $15,000 |
| LOMPOC FAMILY YMCA | |||||||
| 201 W COLLEGE AVE | LOMPOC | CA | 93436 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| LOS PADRES COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 4000 MODOC RD | SANTA BARBARA | CA | 93110 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| MAKE A WISH FOUNDATION | |||||||
| 4001 MISSION OAKS BLVD SUITE F | CAMARILLO | CA | 93012 | NONE | PC | YOUTH SUPPORT SERVICES | $25,000 |
| MARLEY'S MUTTS DOG RESCUE | |||||||
| 29401 SKYLINE DRIVE | TECHACHAPI | CA | 93561 | NONE | PC | ANIMAL WELFARE | $5,000 |
| MCCALL MUSIC SOCIETY INC | |||||||
| PO BOX 558 | MCCALL | ID | 83638 | NONE | PC | MUSIC & ARTS | $10,000 |
| MOMENTUM WORK | |||||||
| 5320 CARPINTERIA AVE SUITE G | CARPINTERIA | CA | 93013 | NONE | PC | COMMUNITY SUPPORT SERVICES | $10,000 |
| NATURE TRACK FOUNDATION | |||||||
| PO BOX 953 | LOS OLIVOS | CA | 93441 | NONE | PC | EDUCATION | $5,000 |
| NEW HOUSE SANTA BARBARA | |||||||
| 227 W HALEY STREET | SANTA BARBARA | CA | 93101 | NONE | PC | RECOVERY SUPPORT SERVICES | $5,000 |
| NORTH COUNTY RAPE CRISIS & CHILD PROTECTION CENTER | |||||||
| PO BOX 148 | LOMPOC | CA | 93438 | NONE | PC | COMMUNITY SUPPORT SERVICES | $40,000 |
| ORGANIC SOUP KITCHEN | |||||||
| 126 E HALEY ST STE A4 | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICES | $10,000 |
| PARTNERS IN HOUSING SOLUTIONS | |||||||
| 425 E COTA ST | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICES | $25,000 |
| PAYETTE LAKES PROGRESSIVE CLUB | |||||||
| PO BOX 1446 | MCCALL | ID | 83638 | NONE | PC | COMMUNITY SUPPORT SERVICES | $5,000 |
| PLAY FOR PINK | |||||||
| 60 E 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | HEALTH SERVICES | $1,000 |
| ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION | |||||||
| 1990 LAGUNA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION | $5,000 |
| SANTA BARBARA FESTIVAL BALLET | |||||||
| 1019 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | MUSIC & ARTS | $5,000 |
| SANTA BARBARA WILDLIFE CARE NETWORK | |||||||
| 1460 NORTH FAIRVIEW AVENUE | GOLETA | CA | 93160 | NONE | PC | ANIMAL WELFARE | $20,000 |
| SANTA MARIA DISCOVERY MUSEUM | |||||||
| 702 S MCCLELLAND STREET | SANTA MARIA | CA | 93454 | NONE | PC | EDUCATION | $20,000 |
| SANTA MARIA PHILHARMONIC SOCIETY | |||||||
| PO BOX 375 | SANTA MARIA | CA | 93454 | NONE | PC | MUSIC & ARTS | $25,000 |
| SANTA YNEZ SENIOR CITIZENS FOUNDATION | |||||||
| 164 WEST HWY 246 | BUELLTON | CA | 93427 | NONE | PC | FAMILY SUPPORT SERVICES | $8,000 |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 2320 BATH STREET | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $40,000 |
| TEHACHAPI CANCER FOUNDATION | |||||||
| 276 S MILL ST C | TECHACHAPI | CA | 93561 | NONE | PC | HEALTH SUPPORT SERVICES | $3,000 |
| TEHACHAPI MOUNTAIN RODEO ASSOCIATION | |||||||
| PO BOX 63 | TECHACHAPI | CA | 93581 | NONE | PC | YOUTH SPORTS | $5,200 |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | |||||||
| 784 HIGH STREET | SAN LUIS OBISPO | CA | 93401 | NONE | PC | COMMUNITY SUPPORT SERVICES | $10,000 |
| UNITED BOY'S & GIRLS CLUB OF SANTA BARBARA | |||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | PC | YOUTH SUPPORT SERVICES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $644,200 | 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 | $28,020 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $265,190 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $714,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,007,672 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,007,672 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,549 | Amt |
| Net Investment Income | $9,774 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,775 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2012-07-01 | $1,983 | $1,983 | SL | 5.000000000000 | $0 | $0 |
| BUILDING | 2018-08-28 | $514,702 | $55,761 | SL | 40.000000000000 | $12,868 | $0 |
| FIXTURES AND FURNITURES | 2018-09-05 | $3,500 | $3,033 | SL | 5.000000000000 | $467 | $0 |
| FIXTURES AND FURNITURES | 2018-11-12 | $4,050 | $3,375 | SL | 5.000000000000 | $675 | $0 |
| FIXTURES AND FURNITURES | 2018-11-14 | $3,069 | $2,558 | SL | 5.000000000000 | $511 | $0 |
| LANDSCAPE INSTALLATION | 2019-04-04 | $7,200 | $1,800 | SL | 15.000000000000 | $480 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF PART VI-B; 1B | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION UTILITIZES THE SERVICES OF SONYA SCHROEDER, MARCH SCHROEDER AND MEGAN MELERO FOR ADMINISTRATIVE AND FIDUCIARY DUTIES; MR. SCHROEDER IS THE EXECUTIVE DIRECTOR AND TRUSTEE OF THE FOUNDATION; MR. SCHROEDER IS THE ASSISTANT EXECUTIVE DIRECTOR AND TRUSTEE OF THE FOUNDATION; MS. MELERO IS ADMINISTRATION AND TRUSTEE OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS UTUAL AND CUSTOMARY FEES AS DETERMINED BY AN INDEPENDENT COMPENSATION COMMITTEE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO #XX88 | $2,197,899 | $1,951,451 |
| WELLS FARGO #XX73 | $2,081,887 | $1,982,997 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO #XX34 | $653,568 | $1,091,028 |
| WELLS FARGO #XX32 | $841,432 | $1,108,608 |
| WELLS FARGO #XX56 | $1,131,648 | $1,716,179 |
| WELLS FARGO #XX62 | $1,215,073 | $1,571,860 |
| WELLS FARGO #XX68 | $1,193,317 | $1,753,477 |
| WELLS FARGO #XX77 | $1,022,285 | $1,104,210 |
| WELLS FARGO #XX81 | $1,102,307 | $1,588,628 |
| WELLS FARGO #XX82 | $947,500 | $1,062,350 |
| WELLS FARGO #XX50 | $750,322 | $1,075,818 |
| WELLS FARGO #XX19 | $249,952 | $249,927 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $1,983 | $1,983 | $0 |
| BUILDING | $514,702 | $68,629 | $446,073 |
| FIXTURES AND FURNITURES | $3,500 | $3,500 | $0 |
| FIXTURES AND FURNITURES | $4,050 | $4,050 | $0 |
| FIXTURES AND FURNITURES | $3,069 | $3,069 | $0 |
| LANDSCAPE INSTALLATION | $7,200 | $2,280 | $4,920 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PAYROLL TAX REIMBURSEMENT | $785 | $785 | $785 |
| RECEIVABLE FROM IRS | $666 | $666 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $6,593 | $3,297 | $3,295 |
| PROPERTY INSURANCE | $2,097 | $419 | $1,678 |
| INVESTMENT EXPENSES | $3,494 | $3,494 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITY | Desc |
| BOY Book Value | $27 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $147,689 | Amt |
| Net Investment Income | $147,689 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $8,212 | $8,212 | $0 |
| FILING FEE | $100 | $0 | $100 |
| PAYROLL TAXES | $12,611 | $3,582 | $9,029 |
| PROPERTY TAXES | $8,054 | $1,611 | $6,444 |
| FEDERAL EXCISE TAX | $4,000 | $0 | $0 |
Comments