QUADREX FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- QUADREX FOUNDATION (EIN 95-4477872)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-06
- IRS object ID
- 202441279349102779
- Schema version
- 2022v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T22:44:39-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832772114 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK JEW CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 WEEPING WILLOW DR | AddressLine1Txt |
| City | MOORPARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930212822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954477872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUADREX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | QUAD | BusinessNameControlTxt |
| Phone | 8057081110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2175 LAS VARAS CANYON ROAD | AddressLine1Txt |
| City | GOLETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931178723 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONEY SHINDAY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8057081110 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MONEY | PersonFirstNm |
| Person Last | SHINDAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK JEW | PreparerPersonNm |
| PTIN | P00183529 | PTIN |
| Phone | 8183149996 | PhoneNum |
| Preparation | 2024-05-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $109,366 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,073 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,073 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,507 | GrossSalesPriceAmt |
| Total Rev And Expnss | $4,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,074 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,074 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $509 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $509 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $135 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $644 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,679 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,679 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $644 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,704 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,430 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,074 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,178 | CashBOYAmt |
| Cash EOY | $3,617 | CashEOYAmt |
| Cash EOYFMV | $3,617 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $108,725 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,749 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,749 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $109,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,366 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $109,903 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $109,366 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,903 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $109,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $109,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,903 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,226 | OtherIncreasesAmt |
| Subtotal | $109,366 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $109,366 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34 | SubtotalAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $34 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MONEY SHINDAY | IndividualWithBooksNm |
| Phone | 8057081110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2175 LAS VARAS CANYON ROAD | AddressLine1Txt |
| City | GOLETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MONEY SHINDAY | ||||||||
| 2175 LAS VARAS CANYON ROAD | GOLETA | CA | 93117 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| NILA PATEL | ||||||||
| 2175 LAS VARAS CANYON ROAD | GOLETA | CA | 93117 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| NINA BERLOVITZ | ||||||||
| 3245 ARROWHEAD CT | ALTADENA | CA | 91001 | ASST DIRECTO | 000.00 | $0 | $0 | $0 |
| NIKHIL SHINDAY | ||||||||
| 2175 LAS VARAS CANYON RD | GOLETA | CA | 93117 | ASST DIRECTO | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,704 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,704 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $4,802 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,704 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $5,704 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,506 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,506 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,802 | ExcessFromYear1Amt |
| Excess From Current Year | $5,704 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MANNY OR NILA SHINDAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | QUADREX FOUNDATION | AddressLine1Txt |
| Address Line2 | 2175 LAS VERAS CANYON RD | AddressLine2Txt |
| City | GOLETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8057081110 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST WITH BROCHURE AND CHARITABLE ID | FormAndInfoAndMaterialsTxt |
| Restrictions On Awards | NONE(CHILDREN BENEFIT AND EDUCATION IS PRIORITY, SUPPORT COMMUNITY EVENTS OF CHARITABLE ORGANIZATIONS) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AICKUM ORG | |||||||
| 2737 DEVONSHIRE PL NW | 214 | WASHINGTON | DC | 20008 | 501C3 | EDUCATIONAL | $522 |
| ALZHEIMERS ASSOCIATION | |||||||
| 221 N MICHIGAN AV | CHICAGO | IL | 60601 | 501C3 | FIGHT ALZHEIMERS | $111 | |
| AM BREAST CANCER SUPPORT ASSN | |||||||
| PO BOX 27485 | LANSING | MI | 48909 | 501 C 3 | MEDICAL RESEARCH | $262 | |
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10125 | 501C3 | PREVENTION OF ANIMAL CRUETY | $51 | |
| AUTISTIC CHILDREN OF AMERICA | |||||||
| 228 W LINCOLN HWY 301 | SCHERERVILLE | IN | 46375 | 501C 3 | AUTISTIC CHILDREN SUPPORT | $51 | |
| BIKES NOT BOMBS | |||||||
| 284 ARMORY | JANAICA PLAINS | MA | 02130 | 501C3 | PROMOTE PEACE | $111 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH ST | WALTHAN | MA | 02453 | 501C3 | HIGHER EDUCATION | $111 | |
| BRANDON SCHOOL PTA | |||||||
| 195 BRANDON ST | GOLETA | CA | 93117 | 501 C 3 | SUPPORT ELEMENTARY SCHOOL | $101 | |
| CEDARS SINAI | |||||||
| 6500 WILSHIRE BL 1600 | LOS ANGELES | CA | 90048 | 501 C 3 | MEDICAL CARE | $51 | |
| CHILDHOOD LEUKEMIA | |||||||
| 52 MANTOLOKING | BRICK | NJ | 08723 | 501 C3 | STOP CHILDREN LEUKEMIA | $101 | |
| COVENANT HOUSE | |||||||
| PO BOX 758636 | TOPEKA | KS | 66675 | 501 C 3 | HOMELESS SHELTER | $51 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | 501 C 3 | MEDICAL | $501 | |
| FEEDING AMERICA | |||||||
| 2950 JEFFERSON B | RIVERSIDE | CA | 92504 | 501 C 3 | FEED THE HUNGRY | $51 | |
| FIREFIGHTERS CHARITABLE FDTN | |||||||
| ONE WEST ST | FARMINGDALE | NY | 11735 | 501CS | SUPPORT FIREFIGHTERS | $51 | |
| FOOD BANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | 501 C 3 | FEED THE HOMELESS | $111 | |
| FRIENDS OF THE GOLETA PUB LIBRARY | |||||||
| 899 CAMINO DEL SUR | GOLETA | CA | 93117 | 501 C3 | SUPPORT LITERACY | $111 | |
| GAVIOTA COAST CONSERVANCY | |||||||
| PO BOX 1099 | GOLETA | CA | 93116 | 501C3 | PROTECT COASTLINE | $51 | |
| GLOBAL NAGRI FOUNDATION INC | |||||||
| 4 RICHMOND CT | WEST WINDSOR TOWNSHIP | NJ | 08550 | 501 C 3 | RAISE INDIAN AWARENESS FOR SOCIAL RE | $1,001 | |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 176 | GOLETA | CA | 93116 | 501C3 | BUILD HOMES FOR HOMELESS | $111 | |
| HAZARD'S CYCLESPORT | |||||||
| 110 ANACAPA | SANTA BARBARA | CA | 93101 | 501 C 3 | BICYCLES FOR THE LESS FORTUNATE | $522 | |
| HOSPICE OF SANTA BARBARA | |||||||
| 2050 ALEMEDA PADRE SIERRA | SANTA BARBARA | CA | 93103 | 501 C3 | CARE FOR SERIOUS ILL | $111 | |
| KIDS WISH NETWORK | |||||||
| 301 BEAR RIDGE CIRCLE | PALM HARBOR | FL | 34683 | 501CS | IMPROVE CHILDRENS LIVES | $111 | |
| MAKE A WISH | |||||||
| 4001 MISSION OAKS DR F | CAMARILLO | CA | 93012 | 501 C 3 | CHILDHOOD ILLNESS | $51 | |
| PROSTATE CANCER FDTN | |||||||
| 1250 4TH ST | SANTA MONICA | CA | 90401 | 501 C 3 | FIGHT PROSTATE CANCER | $51 | |
| SANSUM CLINIC | |||||||
| 517 W JUNIPER | SANTA BARBARA | CA | 93105 | 501 C 3 | MEDICAL | $51 | |
| SANTA BARBARA COTTAGE HOSPITAL FDTN | |||||||
| 400 W PUEBLO | SANTA BARBARA | CA | 93105 | 501C3 | SUPPORT THE PATIENTS | $111 | |
| SANTA BARBARA HUMANE SOC | |||||||
| 5399 OVERPASS | SANTA BARBARA | CA | 93111 | 501C3 | CARE FOR ANIMALS | $117 | |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 EAST YANONALI | SANTA BARBARA | CA | 93104 | 501 C3 | FEED HOMELESS | $111 | |
| SCHOLARSHIP FD OF SANTA BARBARA | |||||||
| 2253 LAS POSITAS RD | SANTA BARBARA | CA | 93105 | 501C3 | SECONDARY EDUCATION | $151 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 909 S FAIR OAKS | PASADENA | CA | 91105 | 501 C 3 | HOSPITAL FOR CHILDREN | $51 | |
| ST JUDES CHILDRENS RESEACH HOSPITAL | |||||||
| 501 ST JUDES PL | PO BOX 50 | MEMPHIS | TN | 38105 | 501 C3 | MEDICAL RESEARCH | $111 |
| SUSAN G KOMEN FDTN | |||||||
| 13701 NOEL RD 801889 | DALLAS | TX | 75380 | 501 C 3 | FIGHT BREAST CANCER | $51 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DR 208 | RYE BROOK | NY | 10573 | 501 C 3 | FIGHT BLOOD CANCER | $51 | |
| THE SALVATION ARMY | |||||||
| 423 CHAPALA ST | SANTA BARBARA | CA | 93101 | 501C3 | HELP THE LESS FORTUNATE | $51 | |
| TUFTS UNIVERSITY | |||||||
| 419 BOSTON AV | MEDFORD | MA | 02155 | 501C3 | HIGHER EDUCATION | $111 | |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | 501 C3 | UN EMERGENCY CHILDREN FUND | $51 | |
| UNITED CANCER SUPPORT FDTN | |||||||
| 6700 BAUM DR 8 | KNOXVILLE | TN | 37919 | 501 C 3 | FIGHT CANCER | $51 | |
| UNITY SHOPPE | |||||||
| 1219 STATE ST | SANTA BARBARA | CA | 93101 | 501C3 | HELP THE POOR | $111 | |
| VETERANS RELIEF NETWORK | |||||||
| 905 JOLIET ST 387 | DYER | IN | 46311 | 501C3 | AID THE VETERAN | $111 | |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | 501 C3 | HELP THE VETERAN | $31 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,679 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $3,073 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Related Or Exempt Function Incm | $1,536 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND FTB | Desc |
| Exclusion | 25 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,073 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,537 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,610 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | PERMANENTLY SET ASIDE FOR CHARITABLE PURPOSES |
| 7 | PERMANENTLY SET ASIDE FOR CHARITABLE PURPOSES |
| 8 | PERMANENTLY SET ASIDE FOR CHARITABLE PURPOSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (15 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 6.623-AB WEALTH APPRECIATION | 2008-11 | PURCHASE | 2022-07 | $113 | $59 | $54 |
| 0.0762-OVERLAY A PORTFOLIO | 2011-05 | PURCHASE | 2022-07 | $9 | $9 | |
| 7.292-AB WEALTH APPRECIATION | 2008-11 | PURCHASE | 2022-10 | $116 | $65 | $51 |
| 1.004-OVERLAY A PORTFOLIO | 2011-05 | PURCHASE | 2022-10 | $11 | $12 | -$1 |
| 82.922-AB BOND INFLATION STRATEGY I | 2011-05 | PURCHASE | 2022-12 | $840 | $883 | -$43 |
| 203.95-AB WEALTH APPRECIATION | 2008-11 | PURCHASE | 2022-12 | $3,192 | $1,815 | $1,377 |
| 95.092-AB WEALTH APPRECIATION | 2008-12 | PURCHASE | 2022-12 | $1,488 | $766 | $722 |
| 139.383-ALLIANCEBERNSTEIN ALL MARKET | 2011-05 | PURCHASE | 2022-12 | $1,175 | $1,705 | -$530 |
| 54.443-BERSTEIM INTERMEDIATE | 2005-11 | PURCHASE | 2022-12 | $625 | $716 | -$91 |
| 25.596-OVERLAY A PORTFOLIO | 2011-05 | PURCHASE | 2022-12 | $290 | $307 | -$17 |
| 45.296-OVERLAY A PORTFOLIO | 2011-05 | PURCHASE | 2022-12 | $390 | $498 | -$108 |
| 7.004-AB WEALTH APPRECIATION | 2008-12 | PURCHASE | 2023-01 | $115 | $56 | $59 |
| 0.93-OVERLAY A PORTFOLIO | 2011-05 | PURCHASE | 2023-01 | $11 | $11 | |
| 7.08-AB WEALTH APPRECIATION | 2008-12 | PURCHASE | 2023-01 | $120 | $57 | $63 |
| 0.95-OVERLAY A PORTFOLIO | 2011-05 | PURCHASE | 2023-01 | $12 | $12 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN FMV OF MUTUAL FUNDS | Desc |
| Amt | $1,226 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $509 | Amt |
| Net Investment Income | $509 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ATTY GEN-CHARITABLE TRUST | $50 | $25 | |
| IRS-990PF FEES | $135 | $135 |