2024-06-19T18:19:58-05:00 2023-12-31 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2023-01-01 770448078 LOPKER FAMILY FOUNDATION LOPK 8058865695 27 W ANAPAMU ST 347 SANTA BARBARA CA 93101 ANITA BLAKEMORE TREASURER 8055654249 2024-06-18 1 ANITA BLAKEMORE 999009999 0 CATHERINE MACAULAY P00178796 8059631837 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 66288739 X X 498107 498107 1531364 1531364 120437 120437 8512 -810414 50400604 0 146415 146415 1485909 2296323 43247 10812 32435 14954 11216 3738 229135 229135 0 2600 2600 0 19055 1865 2590 38166 38166 306500 305614 886 653657 599408 39649 3232983 3232983 3886640 599408 3272632 -2400731 1696915 138850 54558 54558 3978068 2366242 2366242 350000 0 20000 350000 350000 57929111 58733660 58976972 1950232 225919 1762479 1724313 1950232 53444 2590735 2590735 63881952 65819508 66288739 7750 7500 7750 7500 X 0 0 0 0 63874202 65812008 63874202 65812008 63881952 65819508 63874202 -2400731 4338537 65812008 0 65812008 FIDELITY #2178 P 2023-01-01 2023-12-31 50374013 51177586 -803573 -803573 FROM PASSTHROUGH ENTITIES P 22980 22980 22980 FROM PASSTHROUGH ENTITIES P 33432 -33432 -33432 CAPITAL GAINS DIVIDENDS P 3611 3611 3611 -810414 23587 0 23587 0 23587 19950 0 3700 0 23650 X 0 63 63 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 1 0 1 N/A ANITA BLAKEMORE 8058865695 27 W ANAPAMU ST 347 SANTA BARBARA CA 93101 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 PAMELA M LOPKER 27 W ANAPAMU ST 347 SANTA BARBARA CA 93101 PRESIDENT/CEO 0.00 0 0 0 KARL BO LOPKER 27 W ANAPAMU ST 347 SANTA BARBARA CA 93101 VICE PRESIDENT 0.00 0 0 0 JULIANA L LOPKER 27 W ANAPAMU ST 347 SANTA BARBARA CA 93101 VICE PRESIDENT 0.00 0 0 0 ANITA H BLAKEMORE 27 W ANAPAMU ST 347 SANTA BARBARA CA 93101 SECRETARY/ CFO 1.00 43247 0 0 NONE 0 PARCION PRIVATE WEALTH 11980 NE 24TH ST STE 210 BELLEVUE WA 98005 INVESTMENT ADVISORY SERVICES 229135 0 CONVERTIBLE UNSECURED PROMISSORY NOTE - RESONANT THERAPEUTICS, INC DATED FEB 23, 2023 $250,000 AND DATED JUL 28, 2023 $100,000 350000 350000 60846066 2012745 2100000 64958811 0 0 64958811 974382 63984429 3199221 3199221 23587 23587 3175634 0 3175634 0 3175634 3272632 350000 3622632 3175634 736499 0 0 3622632 736499 0 0 2886133 0 0 0 0 0 0 0 0 289501 0 0 0 PAMELA M LOPKER ANITA BLAKEMORE 27 WEST ANAPAMU ST 347 SANTA BARBARA CA 93101 8056846641 APPLICATION LETTER SHOULD INCLUDE NAME OF ORGANIZATION AND PURPOSE OF GRANT. INCLUDE A COPY OF ORGANIZATION'S FEDERAL TAX EXEMPTION LETTER. NONE NONE CAL MATTERS 1017 L STREET 261 SACRAMENTO CA 95814 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 500 CARBON180 650 MASSACHUSETTS AVE NW SUITE 600 WASHINGTON DC 20001 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 50000 CLEAN AIR TASK FORCE 114 STATE STREET 6TH FLOOR BOSTON MA 02109 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 50000 DIRECT RELIEF 27 SOUTH LA PATERA LANE SANTA BARBARA CA 93117 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 5000 FAMILY DOG RESCUE PO BOX 40177 SAN FRANCISCO CA 94140 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 10000 FOOD FROM THE HEART PO BOX 3908 SANTA BARBARA CA 93130 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 500 FOUNDATION FOR SBCC 721 CLIFF DRIVE SANTA BARBARA CA 93109 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 5000 FRED HUTCHINSON CANCER CENTER 1100 FAIRVIEW AVE N SEATTLE WA 98109 NONE PC INSTITUTE FOR PROSTATE CANCER RESEARCH 1000000 GIVE WELL 1714 FRANKLIN STREET 100335 OAKLAND CA 94612 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 30000 GIVEDIRECTLY INC PO BOX 3221 NEW YORK NY 10008 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 30000 GRANADA THEATER - SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC 1214 STATE STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 5000 INSTITUTE FOR NATURAL MEDICINE 4500 9TH AVE NE SEATTLE WA 98105 NONE PC CANCER RESEARCH PROJECT TESTING OF NATURAL COMPOUNDS FOR THEIR ABILITY TO REVERSE CANCER CELL-INDUCED UPREGULATION OF GLYCOLYSIS. 123133 KINDERING 16120 NORTH EAST 8TH STREET BELLEVUE WA 98008 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 5000 MAPS 1115 MISSION STREET SANTA CRUZ CA 95060 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 20000 MONTECITO COMMUNITY FOUNDATION PO BOX 5001 SANTA BARBARA CA 93150 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 500 MOXI - THE WOLF MUSEUM PO BOX 4808 SANTA BARBARA CA 93140 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 10000 MULTIPLIER 548 MARKET ST PMB 81178 SAN FRANCISCO CA 94104 NONE PC DONATION FOR URBAN OCEAN LAB 50000 NEW HARVEST 288 NORFOLK ST 4TH FLOOR CAMBRIDGE MA 02139 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 20000 SANTA BARBARA HIGH SCHOOL 700 EAST ANAPAMU STREET SANTA BARBARA CA 93103 NONE PC MULTI DEPARTMENT DONATION 15000 SBHS COMPUTER SCIENCE ACADEMY FOUNDATION PO BOX 60354 SANTA BARBARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 2000 SCHOLARSHIP FOUNDATION OF SB PO BOX 3620 SANTA BARBARA CA 93130 NONE PC KARL LOPKER MEMORIAL ENDOWED SCHOLARSHIP FUND 100000 SHOWERS OF BLESSING PO BOX 1135 GOLETA CA 93116 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 1000 SIGNAL TECHNOLOGY FOUNDATION 650 CASTRO ST STE 120 223 MOUNTAIN VIEW CA 94041 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 500 ST CATHERINE BY THE SEA 1931 POLI SREET VENTURA CA 93003 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 193 THE GOOD FOOD INSTITUTE 1380 MONROE ST NW STE 229 WASHINGTON DC 20010 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 50000 THE HUMANE LEAGUE PO BOX 10476 ROCKVILLE MD 20849 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 10000 THE MOJAVE CENTER PO BOX 1050 HCR 732 PAHRUMP NV 89061 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 10000 TOTEM TECHNOLOGIES PO BOX 2633 REDMOND WA 980732633 NONE POF IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 50000 UBC - BC CANCER RESEARCH INSTITUTE 170-6371 CRESCENT ROAD VANCOUVER BRITISH COLUMBIA CA V6T 1Z2 NONE PC DR GERALD KRYSTAL'S STUDY "TESTING NATURAL COMPOUNDS FOR THEIR ABILITY TO REVERSE CANCER CELL-INDUCED UPREGULATION OF GLYCOLYSIS" 79157 UCLA JONSSON CANCER CENTER FOUNDATION 9-623 FACTOR BLDG BOX 951780 LOS ANGELES CA 900951780 NONE PC DR SLAMON CANCER RESEARCH 500000 UCSB FOUNDATION 4219 CHEADLE HALL - UNIVERSITY OF CALIFORNIA SANTA BARBARA CA 931062013 NONE PC KARL & PAM LOPKER FAMILY ENDOWED FUND FOR FACULTY ENRICHMENT IN COMPUTER SCIENCE 50000 UCSB FOUNDATION UNIVERSITY OF CALIFORNIA SANTA BARBARA CA 93106 NONE PC GRADUATE DIVISION - GRAD SLAM PRIZE DONATION 5000 UNIVERSITY OF CALIFORNIA MERCED 5200 NORTH LAKE ROAD MERCED CA 95343 NONE PC SCHOOL OF NATURAL SCIENCES: APPLIED MATHEMATICS DEPARTMENT 5000 UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC (SCHOOL OF MEDICINE) 220 N ARCH STREET 13TH FLOOR BALTIMORE MD 21201 NONE PC FUND FOR THORACIC SURGICAL RESEARCH 240000 UNIVERSITY OF WASHINGTON FOUNDATION PO BOX 359505 SEATTLE WA 98195 NONE PC ALLERGY & INFECTIOUS DISEASES PARASITOLOGY FUND 500000 UNIVERSITY OF WASHINGTON FOUNDATION PO BOX 359505 SEATTLE WA 98195 NONE PC $100K DR. WES VAN VOORHIS MD PHD TO USE AS NEEDED & $100K TO DR. STEPHEN PLYMATE DIVISION OF GERONTOLOGY AND GERIATRIC MEDICINE RESEARCH 200000 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 20090 NONE PC IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE 500 3232983 0 14 498107 14 1531364 16 8512 18 146415 18 -810414 0 1373984 0 1373984 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 14954 11216 3738 LAND 2017-08-29 900667 L 0 0 BUILDING 2017-08-29 900668 174677 SL 27.500000000000 32752 32752 ROOF 2017-08-29 27642 5360 SL 27.500000000000 1005 1005 REMODEL - UNIT #5 2021-03-29 121255 7716 SL 27.500000000000 4409 4409 SECTION 49(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS:PURSUANT TO IRC SECTION 4942(H)(2) AND REGLATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ___________________________________________ TOTEM TECHNOLOGIES PO BOX 2633 REDMOND CA 980732633 2023-10-17 50000 THE GRANT WAS FOR THE PURPOSE OF FURTHERING THE MISSION OF THE GRANTEE WHICH IS "TO BRING PEOPLE TOGETHER TO HEAL. WE WANT TO MAKE A SAFE PLACE ON THE INTERNET, AND TO MAKE IT ACCESSIBLE AS POSSIBLE." THE GRANT WILL SUPPORT BRINGING CIRCLE TO THE WORLD AND PROVIDING SERVICES TO THOSE IN NEED AND MAKE A MEANINGFUL IMPACT IN OUR COMMUNITY. 0 NONE SEMI-ANNUALLY 2024-05-15 THE GRANTEE PROVIDED REPORTS OF THE AMOUNT EXPENDED THROUGH DECEMBER 31, 2023 FOR THE PURPOSES STATED IN THE EXPENDITURE RESPONSIBILITY AGREEMENT. PROVINCIAL HEALTH SERVICES AUTHORITY 675 WEST 10TH AVENUE VANCOUVER BRITISH COLUMBIA CA V5Z1L3 2023-12-08 79157 FUNDING FOR DR GERALD KRYSTAL'S "TESTING NATURAL COMPOUNDS FOR THEIR ABILITY TO REVERSE CANCER CELL-INDUCED UPREGULATION OF GLYCOLYSIS" 0 NONE SEMI-ANNUALLY 2024-05-09 MOST RECENT REPORT INDICATES THAT PROJECT SPENDING COMMENCED MARCH 2024 AND IS ANTICIPATED TO BE COMPLETE BY JULY 2024. TOTEM TECHNOLOGIES PO BOX 2633 REDMOND WA 980732633 2022-06-14 250000 THE PORTION OF THE 2022 GRANT EXPENDED IN 2023 WAS $68,362. THIS GRANT WAS FOR THE PURPOSE OF FURTHERING THE MISSION OF THE GRANTEE WHICH IS "TO BRING PEOPLE TOGETHER TO HEAL. WE WANT TO MAKE A SAFE PLACE ON THE INTERNET, AND MAKE IT ACCESSIBLE AS POSSIBLE." THE GRANT SUPPORTED BRINGING CIRCLE TO THE WORLD AND PROVIDING SERVICES TO THOSE IN NEED AND MAKE A MEANINGFUL IMPACT IN OUR COMMUNITY. 222328 NONE SEMI-ANNUALLY 2024-05-15 THE GRANTEE PROVIDED REPORT OF THE AMOUNT EXPENDED DURING 2023 FOR THE PURPOSES STATED IN THE EXPENDITURE RESPONSIBILITY AGREEMENT. OWNERSHIP OF CONTROLLED ENTITY PART VII-A, LINE 11 THE LOPKER FAMILY FOUNDATION HOLDS 100% OF 1620 GARDEN STREET, LLC, EIN #85-3295277. EXPLANATION OF PAYMENTS FORM 990-PF - PART VII-B, LINE 1A(4) THE FOUNDATION UTILIZES THE SERVICES OF THE FIRM BLAKEMORE CONSTRUCTION & ELECTRIC INC. FOR REPAIRS, REMODELING AND GENERAL MAINTENANCE OF THE RENTAL PROPERTY. MR JASON BLAKEMORE IS THE PRINCIPAL OF THE COMPANY AND THE SPOUSE OF ANITA BLAKEMORE, TREASURER OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY. MUTUAL FUNDS 11281869 11385095 EXCHANGE TRADED PRODUCTS 25397646 25537732 STOCKS 7699705 7699705 BONDS 9116154 9116154 OTHER HOLDINGS 5238286 5238286 LAND 900667 0 900667 BUILDING 900668 207429 693239 ROOF 27642 6365 21277 REMODEL - UNIT #5 121255 12125 109130 INVESTMENT IN FUSE VENTURE PARTNERS ALPHA II 53444 174893 174893 INVESTMENT IN SILVERVIEW SPECIAL SITUATIONS LENDING 0 2415842 2415842 BANK CHARGES 309 309 0 PAYROLL PROCESSING 1181 295 886 RENTAL EXPENSES 73759 73759 0 MARGIN INTEREST EXPENSE 53 53 0 EXPENSES FROM K-1 ACL ALTERNATIVE FUND 212609 212609 0 EXPENSES FROM K-1 FUSE VENTURE PARTNERS 18589 18589 0 K-1 SILVERVIEW 145580 145580 145580 K-1 ACL ALTERNATIVE FUND 835 835 835 UNREALIZED GAIN/LOSS ON MARKETABLE SECURITIES 4338537 SECURITY DEPOSIT - 1620 GARDEN 7750 7500 INVESTMENT FEES 229135 229135 0 PAYROLL TAXES 3420 855 2565 CHARITABLE TRUST REG. FEE 25 0 25 FEDERAL EXCISE TAXES 14600 0 0 FOREIGN TAXES 1010 1010 0