SHANBROM FAM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHANBROM FAM FOUNDATION (EIN 77-0518326)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-14
- IRS object ID
- 202340739349100524
- Schema version
- 2022v4.1
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-14T19:19:45-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954149172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMO ARJANI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E COLORADO BLVD SUITE 426 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770518326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHANBROM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM J SHANBROM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
| Phone | 8056466864 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE SUITE B | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J SHANBROM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8056466864 | PhoneNum |
| Signature | 2023-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | SHANBROM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM H HRANCHAK | PreparerPersonNm |
| PTIN | P00641665 | PTIN |
| Phone | 6265781978 | PhoneNum |
| Preparation | 2023-03-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $21,234,080 | 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 | $381 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $381 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $341,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $341,258 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $908,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,417,965 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $908,090 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,249,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,249,729 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,985 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,985 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,007 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,010,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,010,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,088,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,019,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $161,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,213,119 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,286,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,267,577 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,267,577 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,302,517 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,483,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,966,503 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,589,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,750,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,234,080 | 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 | $8,589,216 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,750,938 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,589,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,750,938 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,589,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,750,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,589,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $161,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,750,938 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,750,938 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 505.000 SHS CLOROX CO | P | 2022-02-16 | 2022-10-31 | $74,038 | $71,334 | $2,704 | $2,704 |
| 170.000 SHS KELLOG CO | P | 2021-03-15 | 2022-02-18 | $11,135 | $10,196 | $939 | $939 |
| 20.000 SHS CLOROX CO | P | 2019-11-06 | 2022-10-31 | $2,932 | $2,962 | -$30 | -$30 |
| 15.000 SHS CLOROX CO | P | 2021-03-15 | 2022-10-31 | $2,199 | $2,826 | -$627 | -$627 |
| 580.000 SHS HERSHEY CO | P | 2015-05-15 | 2022-10-14 | $129,444 | $54,411 | $75,033 | $75,033 |
| 1860.000 SHS KELLOG CO | P | 2020-05-21 | 2022-02-18 | $121,826 | $113,689 | $8,137 | $8,137 |
| 1695.000 SHS MERCK & CO. INC | P | 2020-02-14 | 2022-05-20 | $157,312 | $133,065 | $24,247 | $24,247 |
| 1155.000 SHS MERCK & CO. INC | P | 2021-03-15 | 2022-05-20 | $107,195 | $83,984 | $23,211 | $23,211 |
| 260.000 SHS MERCK & CO. INC | P | 2021-03-15 | 2022-10-14 | $23,995 | $18,906 | $5,089 | $5,089 |
| 260.000 SHS MERCK & CO. INC | P | 2021-04-30 | 2022-10-14 | $23,995 | $18,496 | $5,499 | $5,499 |
| 000.862 SHS WARNER BROS DISCOVERY INC | P | 1992-04-15 | 2022-04-11 | $21 | $6 | $15 | $15 |
| CAPITAL GAINS DIVIDENDS | P | $763,873 | $763,873 | $763,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $908,090 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,862 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,862 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,862 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,420 | 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 | $31,420 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,558 | OverpaymentAmt |
| Applied To ES Tax | $14,558 | 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 | WILLIAM J SHANBROM | IndividualWithBooksNm |
| Phone | 8056466864 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J SHANBROM | ||||||||
| 603 W OJAI AVE SUITE B | OJAI | CA | 93023 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| SUSAN F KRABBE | ||||||||
| 603 W OJAI AVE SUITE B | OJAI | CA | 93023 | SECRETARY | 1.00 | $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 | $21,858,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,215,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,073,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,073,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $346,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,727,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,136,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,136,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,862 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,862 | TotalTaxAmt |
| Distributable Before Adj | $1,119,528 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,119,528 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,119,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,019,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,019,625 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,119,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $826,422 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,019,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $826,422 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193,203 | 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 | $926,325 | 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 | WILLIAM J SHANBROM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE SUITE B | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8056466864 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGORA FOUNDATION | |||||||
| 1129 MARICOPA HIGHWAY SUITE 156 | OJAI | CA | 93023 | PC | EDUCATION AND OUTREACH | $10,000 | |
| AMNESTY INTERNATIONAL | |||||||
| 5 PENN PLAZA SUITE 16TH FL | NEW YORK | NY | 10001 | PC | SUPPORT OF HUMAN RIGHTS | $5,000 | |
| ANAHEIM BALLET | |||||||
| 280 E LINCOLN AVE | ANAHEIM | CA | 92805 | PC | EDUCATION AND OUTREACH | $75,000 | |
| CAMA | |||||||
| 2060 ALAMEDA PADRE SERRA SUITE 201 | SANTA BARBARA | CA | 93103 | PC | SUPPORT OF MUSIC PERFORMANCES | $10,000 | |
| CANZONA | |||||||
| PO BOX 1663 | SAN LUIS OBISPO | CA | 93406 | PC | PUBLIC MUSIC PROGRAMS | $2,500 | |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 303032440 | PC | CANCER RESEARCH | $25,000 | |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PC | PROTECTION OF ENDANGERED SPECIES | $10,000 | |
| CENTRAL COAST STATE PARKS ASSOCIATION | |||||||
| 202 TANK ROAD SUITE H2 | SAN LUIS OBISPO | CA | 93401 | PC | SUPPORT OF STATE PARK SYSTEM | $10,000 | |
| COMMUNITY COUNSELING CENTER | |||||||
| 676 PISMO ST | SAN LUIS OBISPO | CA | 93401 | PC | AUTISM PROGRAM | $12,500 | |
| COMMUNITY MEMORIAL HEALTH SYSTEM | |||||||
| 147 NORTH BRENT STREET | VENTURA | CA | 93003 | PC | DIVERSITY SCHOLARSHIPS | $30,000 | |
| CONDOR SURVIVAL FUND | |||||||
| 5668 WEST FLYING HAWK LANE | BOISE | ID | 83709 | PC | PROTECTION OF ENDANGERED SPECIES | $5,000 | |
| DESERT MOUNTAIN COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD 405B | PHOENIX | AZ | 85016 | PC | EDUCATION SCHOLARSHIPS AND TRAILS | $35,000 | |
| DIRECT RELIEF FOUNDATION | |||||||
| 27 S LA PATERA LN | GOLETA | CA | 93117 | PC | DISASTER RELIEF | $25,000 | |
| FARESTART (CIRCLE OF IMPACT) | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | PC | SOCIAL SERVICE PROVIDER | $5,000 | |
| FOOTHILLS FOOD BANK | |||||||
| PO BOX 715 | CAREFREE | AZ | 85377 | PC | FOOD FOR UNDERSERVED | $10,000 | |
| HOSPICE OF SAN LUIS OBISPO | |||||||
| 1304 PACIFIC ST | SAN LUIS OBISPO | CA | 93401 | PC | HEALTH AND HUMAN SERVICES | $2,500 | |
| KAMINANDO HABITAT CONNECTIVITY INITIATIVE | |||||||
| 101 17TH STREET NO2 | OAKLAND | CA | 94612 | PC | CONSERVATION PROGRAMS | $10,000 | |
| KCBX INC | |||||||
| 4100 VACHELL LN | SAN LUIS OBISPO | CA | 93401 | PC | PUBLIC RADIO ARTS PROGRAMMING | $2,500 | |
| LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION | |||||||
| 1996 EASTMAN AVE 101 | VENTURA | CA | 93003 | PC | HOME HEALTHCARE FOR UNDERSERVED | $20,000 | |
| LOS PADRES FOREST WATCH INC | |||||||
| PO BOX 831 | SANTA BARBARA | CA | 93102 | PC | CONSERVATION PROGRAMS | $10,000 | |
| MATHEMATICAL SCIENCES RESEARCH INSTITUTE | |||||||
| 17 GAUSS WAY | BERKELEY | CA | 94720 | PC | EDUCATION RESEARCH | $10,000 | |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PC | MEDICAL SCHOOL SCHOLARSHIPS | $100,000 | |
| MESA | |||||||
| PO BOX 481 | OJAI | CA | 93024 | PC | HOUSING FOR TRANSITIONAL YOUTH | $50,000 | |
| MUSIC OF REMEMBRANCE | |||||||
| PO BOX 27500 | SEATTLE | WA | 98165 | PC | MUSIC OF HOLOCAUST MUSICIANS | $10,000 | |
| MUSICAL INSTRUMENT MUSEUM | |||||||
| 4725 EAST MAYO BOULEVARD | PHOENIX | AZ | 85050 | PC | MUSICAL INSTRUMENT MUSEUM | $10,000 | |
| OJAI CARES | |||||||
| 960 EAST OJAI AVENUE SUITE 105 | OJAI | CA | 93023 | PC | CANCER PROGRAMS | $10,000 | FIREBIRD PLAZA |
| OJAI FESTIVALS LTD | |||||||
| PO BOX 185 | OJAI | CA | 93024 | PC | SUPPORT OF MUSIC PERFORMANCES | $50,000 | |
| OJAI RAPTOR CENTER | |||||||
| PO BOX 182 | OAK VIEW | CA | 93022 | PC | EDUCATION AND CONSERVATION | $15,000 | |
| OJAI VALLEY LAND CONSERVANCY | |||||||
| PO BOX 1092 | OJAI | CA | 93024 | PC | CONSERVATION AND RESTORATION | $50,000 | |
| OTHER MINDS | |||||||
| 333 VALENCIA ST SUITE 303 | SAN FRANCISCO | CA | 94103 | PC | SUPPORT OF MUSIC PERFORMANCES | $5,000 | |
| OVERLAKE HOSPITAL | |||||||
| 1035 116TH AVE NE | BELLEVUE | WA | 98004 | PC | CAREGIVERS ADVANCEMENT FUND | $25,000 | |
| PACIFIC SYMPHONY | |||||||
| 3631 S HARBOR BLVD 100 | SANTA ANA | CA | 92704 | PC | SUPPORT OF MUSIC PERFORMANCES | $10,000 | |
| PLANNED PARENTHOOD OF SANTA BARBARA VENTURA & SAN LUIS OBISPO COUNTIES INC | |||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | PC | SUPPORT OF WOMEN'S HEALTH | $15,000 | |
| PLYMOUTH HOUSING GROUP | |||||||
| 2113 3RD AVE | SEATTLE | WA | 98121 | PC | HOUSING FOR HOMELESS | $15,000 | |
| RWANDA GIRLS INITIATIVE | |||||||
| PO BOX 325 | MEDINA | WA | 98039 | PC | EDUCATION SCHOLARSHIPS | $20,000 | |
| SACRAMENTO CHORAL SOCIETY | |||||||
| 4025A BRIDGE STREET | FAIR OAKS | CA | 95628 | PC | SUPPORT OF CHORALE MUSIC | $5,000 | |
| SAN LUIS OBISPO ARTS COUNCIL | |||||||
| 1123 MILL ST | SAN LUIS OBISPO | CA | 93401 | PC | PUBLIC ART | $2,500 | |
| SAN LUIS OBISPO EDUCATION FOUNDATION | |||||||
| 1500 LIZZIE STREET | SAN LUIS OBISPO | CA | 93401 | PC | PUBLIC EDUCATION | $5,000 | |
| SAN LUIS OBISPO FILM FESTIVAL | |||||||
| PO BOX 1449 | SAN LUIS OBISPO | CA | 93406 | PC | PUBLIC FILM FESTIVAL | $8,000 | |
| SAN LUIS OBISPO MASTER CHORALE | |||||||
| PO BOX 3318 | SAN LUIS OBISPO | CA | 93403 | PC | SUPPORT OF PERFORMANCES | $2,500 | |
| SAVE THE REDWOODS | |||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | PC | LAND PURCHASE FOR PUBLIC USE | $50,000 | |
| SEATTLE SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 21906 | SEATTLE | WA | 98111 | PC | SUPPORT OF MUSIC PERFORMANCES | $5,000 | |
| THE CREW | |||||||
| PO BOX 1532 | OJAI | CA | 930241532 | PC | YOUTH CONSERVATION JOBS | $30,000 | |
| THE WILDERNESS SOCIETY | |||||||
| 1615 M ST NW | WASHINGTON | DC | 20036 | PC | CONSERVATION OF PUBLIC LAND | $15,000 | |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION (UCI) | |||||||
| 100 THEORY SUITE 250 | IRVINE | CA | 92617 | PC | SCHOLARSHIPSNATURESCAPE | $50,000 | |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA ARTS & LECTURES | |||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 93106 | PC | UCSB ARTS AND LECTURES | $30,000 | BARBARA |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA ARTS & LECTURES | |||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 93106 | PC | UCSB ARTS AND LECTURES | $30,000 | BARBARA |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PC | SERVICES FOR AMERICAN MILITARY | $10,000 | |
| WESTERN FUND OF VERTIBRATE ZOOLOGY | |||||||
| 439 CALLE SAN PABLO | CAMARILLO | CA | 93012 | PC | AVIAN RESEARCH | $10,000 | |
| WHISPERING HOPE RANCH | |||||||
| PO BOX 54070 | PHOENIX | AZ | 85078 | PC | CAMP FOR DISABLED CHILDREN | $15,000 | |
| WIKIMEDIA FOUNDATION INC | |||||||
| 149 NEW MONTGOMERY 3RD FL | SAN FRANCISCO | CA | 94105 | PC | EDUCATIONAL GRANT | $10,000 | |
| WILD AT HEART | |||||||
| 31840 N 45TH STREET | CAVE CREEK | AZ | 85331 | PC | EDUCATIONAL GRANT | $20,000 | |
| YMCA OF SLO COUNTY (SAN LUIS OBISPO COUNTY YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 1020 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | PC | HEALTH, EDUCATION AND FITNESS | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,010,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $381 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $341,258 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $908,090 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,249,729 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,249,729 | 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 | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $19,250 | Amt |
| Net Investment Income | $9,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARCHER-DANIELS-MIDLND CO | $64,454 | $525,345 |
| AT&T INC | $7,572 | $24,798 |
| AUTOMATIC DATA PROCESSING | $28,490 | $179,623 |
| BAXTER INTERNATIONAL INC | $154,437 | $520,353 |
| CARDINAL HEALTH INC | $36,646 | $266,662 |
| COMCAST CORP NEW CL A | $5,480 | $25,388 |
| CVS HEALTH CORP | $31,429 | $438,366 |
| FLUOR CORP | $16,817 | $34,660 |
| JPMORGAN CHASE & CO | $6,093 | $125,518 |
| MERCK & CO INC | $34,342 | $150,892 |
| ORGANON & CO | $1,720 | $3,798 |
| PROCTOR & GAMBLE CO | $473,215 | $1,598,049 |
| TAKEDA PHARMACEUTICAL CO LTD | $144,799 | $118,732 |
| TEXAS INSTRUMENTS INC | $6,245 | $363,484 |
| TYSON FOODS INC CL A | $8,250 | $148,217 |
| WAL-MART STORES INC | $12,525 | $340,296 |
| VANGUARD INTERNATIONAL GROWTH ADM | $1,637,243 | $2,248,545 |
| VANGUARD PRIMECAP FUND ADMIRAL | $1,878,686 | $6,238,228 |
| VANGUARD WINDSOR II FUND ADM | $1,151,482 | $1,931,521 |
| ALPHABET INC | $219,699 | $303,457 |
| APPLE INC | $27,452 | $251,415 |
| AUTOMATIC DATA PROCESSING | $24,833 | $167,202 |
| BROADRIDGE FINL SOLUTION | $56,965 | $212,596 |
| CLOROX COMPANY | $67,880 | $121,385 |
| HERSHEY COMPANY | $51,112 | $131,995 |
| IBM | $197,905 | $262,760 |
| JOHNSON & JOHNSON | $262,934 | $490,204 |
| KIMBERLY-CLARK CORP | $105,541 | $204,983 |
| MC CORMICK & CO INC N-VT | $14,331 | $73,772 |
| MERCK & CO. INC | $96,879 | $153,666 |
| MICROSOFT CORP | $22,685 | $221,834 |
| VIACOMCBS INC | $304,209 | $158,756 |
| WARNER BROS DISCOVERY INC | $2,317 | $3,081 |
| ACTIVISION BLIZZARD | $223,865 | $213,957 |
| MEMBERSHIP COLLECTIVE GR | $104,829 | $49,462 |
| EDWARDS LIFESCIENCE CORP | $0 | $1,663,503 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $200 | $0 | $0 |
| ADR FEES | $152 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $26,985 | Amt |
| Net Investment Income | $26,985 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $31,420 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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