WILLIAM AND CHARLENE GLIKBARG FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILLIAM AND CHARLENE GLIKBARG FOUNDATION (EIN 52-2302532)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-04
IRS object ID
202433099349100633
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-04T17:43:45-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770418724PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1C&D LLP CPAS & ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1690 ALAMO PINTADO RDAddressLine1Txt
CitySOLVANGCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93463ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522302532EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM AND CHARLENE GLIKBARG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone8058821350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 WEST VICTORIA STREETAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN GLIKBARGPersonNm
Person TitleVICE-PRESIDENTPersonTitleTxt
Phone8058821350PhoneNum
Signature2024-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN B PALMERPreparerPersonNm
PTINP00080046PTIN
Phone8056885505PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,551,286FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$825InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$825InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$165,124DividendsRevAndExpnssAmt
Dividends Net Invst Incm$165,124DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,326NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$867,815GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,326CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,371OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,371OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$250,646TotalRevAndExpnssAmt
Total Net Invst Incm$250,646TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$51,861CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$51,861CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,877AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,465TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,559OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$67,762TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$51,861TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$908,942ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$908,942ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$976,704TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$51,861TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$908,942TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$726,058ExcessRevenueOverExpensesAmt
Net Investment Income$198,785NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2CashBOYAmt
Sav And Temp Cash Invst BOY$1,303,990SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,364,296SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,364,296SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,433,098CorporateStockBOYAmt
Corporate Stock EOY$2,235,620CorporateStockEOYAmt
Corporate Stock EOYFMV$19,186,990CorporateStockEOYFMVAmt
Other Investments BOY$587,006OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,324,096TotalAssetsBOYAmt
Total Assets EOY$3,599,916TotalAssetsEOYAmt
Total Assets EOYFMV$20,551,286TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,959OtherLiabilitiesBOYAmt
Other Liabilities EOY$5,837OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,959TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,837TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,320,137RetainedEarningBOYAmt
Retained Earning EOY$3,594,079RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,320,137TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,594,079TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,324,096TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,599,916TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,320,137TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$726,058ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,594,079SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,594,079TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VIRTUS VONTOBEL FOREIGN OPPORTUNITIES FUND CLASS AP2022-12-212023-08-15$271$249$22$22
NESTLE SA SPONSORED ADRP2013-10-232023-08-15$316,269$197,478$118,791$118,791
UBS #2280 CAPITAL DISTRIBUTIONP2022-01-012023-12-12$19$19$19
VIRTUS VONTOBEL FOREIGN OPPORTUNITIES FUND CLASS AP2012-09-202023-08-15$551,256$586,762-$35,506-$35,506
FieldValueIRS element (for citing)
Capital Gain Net Income$83,326CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,763InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,763SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,763TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,237OverpaymentAmt
Applied To ES Tax$1,237AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVEN GLIKBARGIndividualWithBooksNm
Phone8058821350PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 WEST VICTORIA STREETAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN HANSON
C/O 200 WEST VICTORIA STREETSANTA BARBARACA93101PRESIDENT2.00$0$0$0
RACHEL FITE
C/O 200 WEST VICTORIA STREETSANTA BARBARACA93101SECRETARY2.00$0$0$0
STEVEN GLIKBARG
C/O 200 WEST VICTORIA STREETSANTA BARBARACA93101VP/TREASURER10.00$51,861$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,942,769AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$732,700AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,675,469TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,675,469AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$280,132CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,395,337NetVlNoncharitableAssetsAmt
Minimum Investment Return$919,767MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$919,767MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,763TaxBasedOnInvestmentIncomeAmt
Total Tax$2,763TotalTaxAmt
Distributable Before Adj$917,004DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$917,004DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$917,004DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$908,942ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$908,942QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$917,004DistributableAsAdjustedAmt
Undistributed Income PY$422,395UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$908,942QualifyingDistributionsAmt
Applied To Year1$422,395AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$486,547AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$430,457UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A WINDOW BETWEEN WORLDS
710 4TH AVE 5VENICECA90291NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$10,000
ACE CHARTER SCHOOL
1100 SHASTA AVESAN JOSECA95126NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$500
ACKNOWLEDGE ALLIANCE
2483 OLD MIDDLEFIELD WAY 201MOUNTAIN VIEWCA94043NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$500
ALDER GRADUATE SCHOOL OF EDUCATION
2946 BROADWAY ST SUITE BREDWOOD CITYCA94062NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$50,000
ASSOCIATED STUDENTS OF FOOD BANK
3167A UCENSANTA BARBARACA93106NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$2,500
BIG BROTHERS BIG SISTERS
PO BOX 12644SAN LUIS OBISPOCA93406NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$40,000
BRAVEN
171 N ABERDEEN ST SUITE 400CHICAGOIL60607NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$15,000
BREAKTHROUGH SILICON VALLEY
1635 PARK AVENUESAN JOSECA95126NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$45,000
CALMATTERSORG
1017 L STREET 261SACRAMENTOCA95814NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$257
CHILDREN NOW
PO BOX 71655OAKLANDCA94612NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
CONGREGATION BETH AM
26700 ARASTRADEROLOS ALTOS HILLSCA94022NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,500
CONGREGATION B'NAI B'RITH
1000 SAN ANTONIO CREEK RDSANTA BARBARACA93111NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$2,100
DOS PUEBLOS HIGH SCHOOL
7266 ALAMEDA AVEGOLETACA93117NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$5,000
DOWNTOWN COLLEGE PREP
1400 PARKMOOR AVE STE 206SAN JOSECA95126NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$500
DPEA FOUNDATION
PO BOX 313GOLETACA93117NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$40,000
EDSOURCE
436 14TH ST SUITE1005OAKLANDCA94612NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$512
EL CAMINO HOSPITAL FOUNDATION
2500 GRANT RDMOUNTAIN VIEWCA94040NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
ENVIRONMENTAL VOLUNTEERS
1210 HOMESTEAD ROADSANTA CLARACA95050NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$2,500
FOUNDATION FOR A COLLEGE EDUCATION
2160 EUCLID AVEEAST PALO ALTOCA94303NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$523
FRIENDS OF THE SLO LIBRARY
PO BOX 1135SAN LUIS OBISPOCA934061135NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
FRIENDS OF THE GOLETA LIBRARY
PO BOX 635SANTA BARBARACA931160635NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$2,500
FUND FOR SANTA BARBARA
26 W ANAPAMU STSANTA BARBARACA93101NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$40,000
FUTURE LEADERS OF AMERICA
PO BOX 51637OXNARDCA930311637NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$50,000
GCF
1500 NORTH VERDUGO ROADGLENDALECA91208NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$500
HIAS
1300 SPRING ST STE 500SILVER SPRINGMD20910NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$6,000
JEWISH FAMILY SERVICES OF LA -C
3580 WILSHIRE BLVD 7TH FLOORLOS ANGELESCA90010NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$5,000
JEWISH FAMILY SERVICES OF SILICON VALLEY
14855 OKA ROAD SUITE 202LOS GATOSCA95032NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$2,500
JEWISH FEDERATION OF LOS ANGELES
6505 WILSHIRE BLVDLOS ANGELESCA90048NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
KCBX
4100 VACHELL LANESAN LUIS OBISPOCA93401NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
KQED
2601 MARIPOSA STSAN FRANCISCOCA941101426NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
KRAUSE CENTER FOR INNOVATION
12345 EL MONTE RDLOS ALTOS HILLSCA94022NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$10,000
LA PATERA ELEMENTARY SCHOOL
555 N LA PATERA LNGOLETACA93117NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$5,000
LEADING FROM WITHIN
1117 STATE STSANTA BARBARACA93101NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$750
LEAP
PO BOX 1332GOLETACA93116NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$2,500
LEO BAECK TEMPLE
1300 NORTH SEPULVEDA BLVDLOS ANGELESCA900491656NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
LOS ALTOS-MT VIEW CF
183 HILLVIEW AVELOS ALTOSCA94022NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
LOS ANGELES FIRE DEPT FOUNDATION
10 ALMOND AVELOS ALTOSCA94022NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$100
MOUNTAIN VIEW ELEMENTARY SCHOOL
5465 QUEEN ANN LNSANTA BARBARACA93111NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$5,000
ONE COOL EARTH
PO BOX 150SAN LUIS OBISPOCA93406NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$45,000
PITZER COLLEGE
1050 N MILLS AVENUECLAREMONTCA917116101NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$25,000
PIVOTAL
75 E SANTA CLARA ST SUITE 1450SAN JOSECA95113NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$40,000
PLANNED PARENTHOOD
518 GARDEN STSANTA BARBARACA93101NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$2,500
POST
222 HIGH STREETPALO ALTOCA94301NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
REGISTER TO VOTE
4096 PIEDMONT AVE 368OAKLANDCA94611NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
SANTA BARBARA CITY COLLEGE FOUNDATION
721 CLIFF DRSANTA BARBARACA93109NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$15,000
SANTA BARBARA EDUCATION FOUNDATIONACADEMY FOR SUCCESS
1330 STATE ST SUITE 201SANTA BARBARACA93101NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$40,000
SANTA BARBARA HILLEL
781 EMBARCADERO DEL MARISLA VISTACA93117NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$2,500
SHINE TOGETHER
508 VALLEY WAYMILPITASCA95035NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$10,000
SILICON VALLEY SOCIAL VENTURE FUND
350 TWIN DOLPHIN DRIVEREDWOOD CITYCA94065NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$6,000
SILICON VALLEY URBAN DEBATE LEAGUE
502 VALLEY WAYMILPITASCA95035NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$50,000
SKIRBALL CULTURAL CENTER
2701 N SEPULVEDA BLVDLOS ANGELESCA90049NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$500
SLO FOOD BANK
1180 KENDALL RDSAN LUIS OBISPOCA93401NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$2,500
SLO HILLEL
1 GRAND AVE BOX 88SAN LUIS OBISPOCA93407NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
SOBRATO EARLY ACADEMIC LANGUAGE MODEL
555 12TH STREET SUITE 500OAKLANDCA94607NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$50,000
SOMOS MAYFAIR
370-B S KING ROADSAN JOSECA95116NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$5,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36014NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$10,000
STANFORD ASSOCIATES
326 GALVEZ STREETSTANFORDCA94305NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$500
STANFORD UNIVERSITY
485 LAUSEN MALLSTANFORDCA94305NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$2,500
THE DOWNSTREAM PROJECT
303 E MAIN STBERRYVILLECA22611NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$10,000
THE HEALTH TRUSTMEALS ON WHEELS
3180 NEWBERRY DR SUITE 200SAN JOSECA95118NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
THE STANFORD FUND
PO BOX 20466STANFORDCA943090466NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$5,000
THE TOWER FOUNDATION - SAN JOSE STATE
1 WASHINGTON SQ SAN JOSE CA 95192SAN JOSECA95192NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$25,000
TRANSITION HOUSE
425 E COTA STSANTA BARBARACA93101NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$2,500
TRUE NATURE SOCIETY
35070 HIGHWAY 33MARICOPACA93252NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$2,500
UC REGENTS
RESEARCH MENTORSHIP PROGRAM 2214SANTA BARBARACA931062010NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$10,000SAASB
UC SANTA BARBARA FOUNDATION
UC SANTA BARBARA 2517 PHELPS HALLSANTA BARBARACA931066035NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$21,200
VOLUNTEER MATCH
409 13TH STREET SUITE 800OAKLANDCA94612NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$50,000
WILDERNESS YOUTH PROJECT
386 HOLLISTER ST STE DSANTA BARBARACA93111NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$60,000
WOMEN'S ECONOMIC VENTURES
333 S SALINAS STSANTA BARBARACA93103NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$50,000
WORKING AMERICA EDUCATION FUND
815 16TH ST NWWASHINGTONDC20006NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
COLLEGE IS REAL INC
550 HARTZ AVE S-200DANVILLECA94526NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$5,000
RANCHO ROMERO
180 HEMME AVEALAMOCA94507NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$500
SANTA BARBARA BOTANICAL GARDEN
1212 MISSION CANYON RDSANTA BARBARACA93105NONEPCUNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$908,942TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$825ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$165,124ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,371ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$83,326ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$250,646ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$250,646TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$7,877Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK-APPLE COMPUTER INC.$53,250$3,505,971
CORPORATE STOCK-BERKSHIRE HATHAWAY$120,331$2,170,500
CORPORATE STOCK-HOME DEPOT$2,825$866,375
CORPORATE STOCK-INVESCO S&P 500$351,917$1,151,940
1CORPORATE STOCK-INTEL CORP.$138,937$1,271,325
CORPORATE STOCK-ISHARES RUSSELL 2000 TRUST$249,866$682,414
CORPORATE STOCK-MASTERCARD INC.$104,052$1,706,040
CORPORATE STOCK-MICROSOFT CORPORATION$179,375$3,807,405
CORPORATE STOCK-NIKE INC$55,360$868,560
CORPORATE STOCK-PAYPAL HOLDINGS INC.$34,640$245,640
CORPORATE STOCK-TESLA INC$699,267$863,220
CORPORATE STOCK-INVESCO QQQ TRUST$245,800$2,047,600

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$461$0$0
INVESTMENT EXPENSES$996$0$0
TRAVEL MEALS EXPENSE$102$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMADISON INTL REAL ESTATE FUNDDesc
Revenue And Expenses Per Books$1,371RevenueAndExpensesPerBooksAmt
Net Investment Income$1,371NetInvestmentIncomeAmt
Adjusted Net Income$1,371AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$3,959BOYBookValueAmt
EOY Book Value$5,837EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$3,337$0$0
FOREIGN TAX$3,128$0$0

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