EDWIN AND JEANNE WOODS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN AND JEANNE WOODS FAMILY FOUNDATION (EIN 20-0968659)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-03
- IRS object ID
- 202300939349100920
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-03T14:53:52-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680422725 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RK Taylor & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2890 North Main St Suite 305 | AddressLine1Txt |
| City | Walnut Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | 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 | 200968659 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edwin and Jeanne Woods Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWI | BusinessNameControlTxt |
| Phone | 9252289821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 Fountainhead Court | AddressLine1Txt |
| City | Martinez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94553 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edwin Woods Jr | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2023-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Edwin Woods | PersonFirstNm |
| Person Last | Jr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | L Wayne Bostick | PreparerPersonNm |
| PTIN | P01218042 | PTIN |
| Phone | 9259447662 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $14,016,576 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $125,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $286,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $286,415 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $286,415 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $954,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,256 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $588,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $463,676 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $286,420 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $98,411 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,411 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $473 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $220 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,875 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,211 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,895 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $745,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $745,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $851,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,211 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $749,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$262,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,465 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $286,420 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,728 | CashBOYAmt |
| Cash EOY | $52,057 | CashEOYAmt |
| Cash EOYFMV | $52,057 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,719,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,830,244 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,926,966 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $609,259 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $608,870 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $590,133 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,899,315 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,576,646 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,447,420 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,330,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,067,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,016,576 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,330,500 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,067,817 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,330,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,067,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,330,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,067,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,330,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$262,683 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,067,817 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,067,817 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,700 IShares IBoxx Invest Gr Cor Bd | P | 2011-02-09 | 2022-02-16 | $209,422 | $181,822 | $27,600 | $27,600 |
| 9,700 IShares Preferred & Income | P | 2011-02-09 | 2022-02-09 | $356,692 | $379,985 | -$23,293 | -$23,293 |
| 250 SPDR S&P Midcap 400 | P | 2004-07-09 | 2022-05-12 | $107,113 | $26,835 | $80,278 | $80,278 |
| 250 AirBNB Inc | P | 2021-02-24 | 2022-11-09 | $23,922 | $50,595 | -$26,673 | -$26,673 |
| 500 AirBNB Inc | P | 2021-11-03 | 2022-11-09 | $47,844 | $86,320 | -$38,476 | -$38,476 |
| 480 SPDR S&P Midcap 400 | P | 2004-07-09 | 2022-11-09 | $209,343 | $51,523 | $157,820 | $157,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,038 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,038 | SubtotalAmt |
| Tax Based On Investment Income | $5,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,638 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Prudence Jeanne Woods Noon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252289821 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 Fountainhead Court | AddressLine1Txt |
| City | Martinez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Francine Newhall Woods | ||||||
| 3707 Kallin Ave | Long Beach | CA | 90808 | President | 0.00 | $0 |
| Prudence Jeanne Woods Noon | ||||||
| 96 Fountainhead Court | Martinez | CA | 94553 | Secretary | 0.00 | $0 |
| Edwin Woods Jr | ||||||
| PO Box 5153 | Santa Maria | CA | 934565153 | CFO | 0.00 | $0 |
| John Noon | ||||||
| 96 Fountainhead Court | Martinez | CA | 94553 | Director | 0.00 | $0 |
| Margaret Bell | ||||||
| 3707 Kallin Ave | Long Beach | CA | 90808 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,843,644 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,995 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,981,639 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $14,981,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,756,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $737,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $737,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,038 | TotalTaxAmt |
| Distributable Before Adj | $732,808 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $732,808 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $732,808 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $749,895 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $749,895 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $732,808 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,047 | UndistributedIncomePYAmt |
| Qualifying Distributions | $749,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,047 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $732,808 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,040 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,040 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $15,040 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $15,040 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Prudence Jeanne Woods Noon | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 Fountainhead Court | AddressLine1Txt |
| City | Martinez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9252289821 | RecipientPhoneNum |
| Form And Info And Materials | Upon written request, the Foundation will furnish application materials to potential applicants. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Generally, grants will be made to organizations in Northern Santa Barbara County. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Santa Maria Philharmonic | |||||||
| 429 E Main Street | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $35,000 |
| PathPoint | |||||||
| 315 W Haley Street Suite 102 | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Santa Maria YMCA | |||||||
| 3400 Skyway Drive | Santa Maria | CA | 93455 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Food Bank of SBC | |||||||
| 490 W Foster Rd | Santa Maria | CA | 93455 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| OASIS | |||||||
| 420 Soares Avenue | Orcutt | CA | 93455 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Woods Humane Society | |||||||
| 875 Oklahoma Ave | San Luis Obispo | CA | 93405 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Children's Resource Network | |||||||
| POBox 454 | Pismo Beach | CA | 93448 | 501(c)(3) public charity | PC | Charitable Support | $35,000 |
| Angels Foster Care | |||||||
| 1130 1st Street 232 | Napa | CA | 94559 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| CASA Santa Barbara | |||||||
| 118 E Figueroa St | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Cuyama Valley Family Center | |||||||
| 4689 CA-166b | New Cuyama | CA | 93254 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Friends of Orcutt Library | |||||||
| 175 South Broadway | Santa Maria | CA | 93455 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Animals in Need | |||||||
| PO Box 1556 | Oak Harbor | WA | 98277 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Pacific Wildlife | |||||||
| 1387 Main Street | Morro Bay | CA | 93442 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| People's Self Help Housing | |||||||
| 26 East Victoria Street | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Rescue Mission Alliance | |||||||
| 315 North A Street | Oxnard | CA | 93030 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Fighting Back Santa Maria | |||||||
| 201 Miller Street 209 | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $35,000 |
| New Beginnings | |||||||
| 324 East Carrillo Street Suite C | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Dana Adobe | |||||||
| 671 S Oakglen Avenue | Nipomo | CA | 93444 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Santa Maria Valley Discovery Museum | |||||||
| 705 S McClelland Street | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Future Leaders of America | |||||||
| 110 S Lincoln Street 207 | Santa Maria | CA | 93458 | 501(c)(3) public charity | PC | Charitable Support | $35,000 |
| CARE 4 Paws | |||||||
| PO Box 60524 | Santa Barbara | CA | 93160 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Partners in Housing Solutions | |||||||
| 425 E Cota Street | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| California 4H | |||||||
| 2801 2nd Street | Davis | CA | 95618 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| CALM | |||||||
| 1236 Chapala Street | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Veggie Rescue | |||||||
| PO Box 1651 | Santa Ynez | CA | 93460 | 501(c)(3) public charity | PC | Charitable Support | $5,000 |
| Santa Barbara Humane Society | |||||||
| 5399 Overpass Road | Santa Barbara | CA | 93111 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Santa Barbara County Action Network | |||||||
| PO Box 6174 | Santa Monica | CA | 93456 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Marian Regional Medical Center | |||||||
| 1400 E Church Street | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Boys Girls Club of Mid-Central Coas | |||||||
| 901 North Railroad Avenue | Santa Maria | CA | 93458 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| SEEAG | |||||||
| 4517 Market Street 1a | Ventura | CA | 93003 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Good Samaritan Services | |||||||
| 412 E Tunnell Street | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| BSA Los Padres Council | |||||||
| 4000 Modoc Road | Santa Barbara | CA | 93110 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Family Service Agency of SBC | |||||||
| 123 West Gutierrez Street | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Pacific Pride Foundation | |||||||
| 608 Anacapa Street | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Transition - Mental Health Associat | |||||||
| 784 High Street | San Luis Obispo | CA | 93401 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Pacific Conservatory Theatre | |||||||
| 800 S College Drive | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| CommUnify | |||||||
| 5638 Hollister Avenue 230 | Goleta | CA | 93117 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| One Community Action | |||||||
| 2226 Signal Avenue | Santa Maria | CA | 93458 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Planned Parenthood | |||||||
| 415 E Chapel Street | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $745,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,415 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $177,256 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $286,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $177,256 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $463,676 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $5,600 | Amt |
| Net Investment Income | $2,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Insurance Expense | $1,576 | $1,576 |
| Office Expenses | $209 | $209 |
| Website Expense | $90 | $90 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management | CategoryTxt |
| Amt | $98,411 | Amt |
| Net Investment Income | $98,411 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Dept. of Justice | $220 | $220 |
| IRS | $253 |
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