GEORGE B PAGE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE B PAGE FOUNDATION (EIN 95-6121985)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-11
- IRS object ID
- 202402559349100515
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-11T11:31:19-05:00 | 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 | 956121985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE B PAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 8057303631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1299 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY GALLAGHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8057303631 | PhoneNum |
| Signature | 2024-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,544,387 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $138,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,118 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,118 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $178,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,953 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,845 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,845 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,445 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,445 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,166 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,446 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $245 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,201 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,121 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $226,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $226,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,121 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,794 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $150,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,198 | CashBOYAmt |
| Cash EOY | $23,377 | CashEOYAmt |
| Cash EOYFMV | $23,377 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $440,622 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,752 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,752 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,029 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $549 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $549 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $3,503,033 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,705,410 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,378,709 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,964,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,871,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,544,387 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,964,882 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,871,088 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,964,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,871,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,964,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,871,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,964,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,794 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,871,088 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,871,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST | P | 2022-01-01 | 2023-12-31 | $15,355 | -$15,355 | -$15,355 | |
| CAPITAL GAINS DIVIDENDS | P | $55,473 | $55,473 | $55,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,118 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,640 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $549 | OverpaymentAmt |
| Applied To ES Tax | $549 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DENISE WILLIAMS | IndividualWithBooksNm |
| Phone | 8057303631 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1299 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| NICK KATZENSTEIN | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| JOE PLOWMAN | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| KATHY GALLAGHER | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | PRESIDENT | 0.07 | $0 | $0 | $0 |
| DENISE WILLIAMS | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | SECRETARY | 5.00 | $12,000 | $0 | $0 |
| PAGE PLOWMAN | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,243,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,432,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,432,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,366,315 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,091 | TotalTaxAmt |
| Distributable Before Adj | $216,225 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,225 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,225 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,121 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $242,121 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $220,855 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $242,121 | QualifyingDistributionsAmt |
| Applied To Year1 | $220,855 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,266 | 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 | $194,959 | 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 | GEORGE B PAGE FOUNDATION - CARE OF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1299 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8057303631 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS A SPECIFIC APPLICATION PROCESS THAT MUST BE FOLLOWED. PLEASE CONTACT THE FOUNDATION FOR AN APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 1 - ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION SUPPORTS NONPROFIT ORGANIZATIONS LOCATED IN SANTA BARBARA COUNTY, CALIFORNIA. THE FOUNDATION'S PRIMARY FOCUS IS IN THE AREA OF CHILDREN/YOUTH EDUCATION AND SPORTING PROGRAMS, AND SCHOLARSHIPS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AHA SANTA BARBARA | ||||||||
| 1209 DE LA VINA SUITE A | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $3,000 | |
| CIVIL AIR PATROL COMPOSITE SQUADRON 131 | ||||||||
| SANTA BARBARA AIRPORT VISITOR | SANTA BARBARA | CA | 93117 | NONE | PC | YOUTH SUPPORT SERVICES | $5,000 | CENTER 45 HARTLEY PL |
| COUNCIL ON ALCOHOLISM AND DRUG ABUSE | ||||||||
| 232 EAST CANON PERDIDO STREET | SANTA BARBARA | CA | 93103 | NONE | PC | YOUTH SUPPORT SERVICES | $15,000 | |
| FOOD BANK SANTA BARBARA COUNTY | ||||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | YOUTH SUPPORT SERVICES | $7,000 | |
| GIRLS INC OF CARPINTERIA | ||||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PC | YOUTH SUPPORT SERVICES | $7,500 | |
| GIRLS INC OF GREATER SANTA BARBARA | ||||||||
| 531 EAST ORTEGA STREET | SANTA BARBARA | CA | 93103 | NONE | PC | YOUTH SUPPORT SERVICES | $15,000 | |
| GREATER SANTA BARBARA ICE SKATING ASSOCIATION - ICE IN PARADISE | ||||||||
| PO BOX 478 | SANTA BARBARA | CA | 93102 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 | |
| HOSPICE OF SANTA BARBARA | ||||||||
| 2050 ALAMEDA PADRE SERRA 100 | SANTA BARBARA | CA | 93103 | NONE | PC | HOSPICE AND PALLIATIVE CARE | $8,000 | |
| LOMPOC TEEN CENTER | ||||||||
| 533 AVALON STREET | LOMPOC | CA | 93436 | NONE | PC | YOUTH SUPPORT SERVICES | $7,000 | |
| LOS PADRES COUNCIL BOY SCOUTS | ||||||||
| 4000 MODOC ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | YOUTH SUPPORT SERVICES | $25,000 | |
| PAGE YOUTH CENTER | ||||||||
| PO BOX 6766 | SANTA BARBARA | CA | 93160 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 | |
| SANTA BARBARA ATHLETIC ROUNDTABLE | ||||||||
| PO BOX 3813 | SANTA BARBARA | CA | 93130 | NONE | PC | YOUTH SUPPORT SERVICES | $3,000 | |
| SANTA BARBARA MARITIME MUSEUM | ||||||||
| 113 HARBOR WAY | SANTA BARBARA | CA | 93109 | NONE | PC | YOUTH SUPPORT SERVICES | $7,000 | |
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | ||||||||
| 222 EAST ANAPAMU STREET SUITE 24 | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $11,000 | |
| SANTA BARBARA SPECIAL OLYMPICS | ||||||||
| 423 WEST VICTORIA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $5,000 | |
| SANTA BARBARA ZOO | ||||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | YOUTH SUPPORT SERVICES | $5,000 | |
| STORYTELLER CHILDREN'S CENTER | ||||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $5,000 | |
| TRANSITION HOUSE | ||||||||
| 425 EAST COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $30,000 | |
| UNITED BOYS & GIRLS CLUB OF SANTA BARBARA | ||||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | PC | YOUTH SUPPORT SERVICES | $25,000 | |
| WILDERNESS YOUTH PROJECT | ||||||||
| 5386 HOLLISTER AVENUE | GOLETA | CA | 93111 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 | |
| MENTAL WELLNESS CENTER | ||||||||
| 617 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $5,000 | |
| SANTA BARBARA EDUCATION FOUNDATION | ||||||||
| 1528 CHAPALA STREET SUITE 308 | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $5,000 | |
| SANTA BARBARA HISTORICAL MUSEUM | ||||||||
| 136 E DE LA GUERRA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $226,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,835 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,118 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $178,953 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,953 | 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 | HUTCHINSON & BLOODGOOD, LLP | CategoryTxt |
| Amt | $3,690 | Amt |
| Net Investment Income | $1,845 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,845 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST-MFB NORTHERN FDS STK INDX FD (NOSIX) | AT COST | $894,715 | $1,435,141 |
| NORTHERN TRUST-MFB NORTHERN MID CAP INDX FD (NOMIX) | AT COST | $75,708 | $95,130 |
| NORTHERN TRUST-MFB NORTHERN FDS SMALL CAP INDEX FD (NSIDX) | AT COST | $85,410 | $102,290 |
| NORTHERN TRUST-MFB NORTHERN INTL EQUITY INDEX FD (NOINX) | AT COST | $460,956 | $567,977 |
| NORTHERN TRUST-MFO DFA INTL SMALL CO PORTFOLIO FUND (DFISX) | AT COST | $94,489 | $102,835 |
| NORTHERN TRUST-MFB NORTHERN FUNDS EMERGING MKTS EQUITY INDX (NOEMX) | AT COST | $253,732 | $264,687 |
| NORTHERN TRUST-MFB NORTHERN FUNDS BD INDEX FD (NOBOX) | AT COST | $719,199 | $664,904 |
| NORTHERN TRUST-MFB NORTHERN HIGH YIELD FIXED INCOME FUND (NHFIX) | AT COST | $302,237 | $292,296 |
| NORTHERN TRUST-MFC FLEXSHARES TR STOXX GLOBAL BROAD (NFRA) | AT COST | $107,628 | $108,070 |
| NORTHERN TRUST-MFB FDS GLOBAL REAL ESTATE INDEX FD (NGREX) | AT COST | $109,958 | $108,075 |
| NORTHERN TRUST-MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM (GUNR) | AT COST | $232,600 | $270,516 |
| NORTHERN TRUST-MFO VANGUARD INFLATION PROTECTED SECURITIES FD ADMIRAL (VAIPX | AT COST | $34,068 | $28,481 |
| NORTHERN TRUST-MFC FLEXSHARES TR IBAOXX 3 YR TARGET (TDTT) | AT COST | $52,363 | $47,689 |
| NORTHERN TRUST-MFC ISHARES TR BROAD UDS HIGH YIELD CORPORATE BD ETF (USHY) | AT COST | $282,347 | $290,618 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $2,446 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,201 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $26,445 | Amt |
| Net Investment Income | $26,445 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS REGISTRATION FEES | $75 | $0 | $75 |
| EXCISE TAXES | $2,091 | $0 | $0 |
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