DOLOTTA FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DOLOTTA FAMILY CHARITABLE FOUNDATION INC (EIN 22-3694725)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202321309349103392
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T14:25:01-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 CARNEGIE CENTER SUITE 300 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | 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 | 223694725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOLOTTA FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOLO | BusinessNameControlTxt |
| Phone | 6096889680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 DEL ORO AVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID DOLOTTA | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6096889680 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | DOLOTTA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA HERZER | PreparerPersonNm |
| PTIN | P00241348 | PTIN |
| Phone | 6099210900 | 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 |
| 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 | $2,801,023 | 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 | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $303,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,314 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $192,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $192,009 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,375 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $309,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $303,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,097 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $192,009 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,807 | CashBOYAmt |
| Cash EOY | $7,908 | CashEOYAmt |
| Cash EOYFMV | $7,908 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $76,090 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,153 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,904,434 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,824,567 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,750,962 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,993,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,874,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,801,023 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,993,331 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,874,628 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,993,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,874,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,993,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,874,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,993,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,097 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,876,234 | SubtotalAmt |
| Other Decreases | $1,606 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,874,628 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB | P | 2022-12-31 | $122,595 | $109,057 | $13,538 | $13,538 |
| CHARLES SCHWAB | P | 2022-12-31 | $163,532 | $56,407 | $107,125 | $107,125 |
| CAPITAL GAINS DIVIDENDS | P | $17,651 | $17,651 | $17,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,314 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,669 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,669 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,066 | 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 | $4,066 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,397 | OverpaymentAmt |
| Applied To ES Tax | $1,397 | 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 |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID DOLOTTA | IndividualWithBooksNm |
| Phone | 8056995591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 DELORO AVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID G DOLOTTA | ||||||||
| 1205 DEL ORO AVE | SANTA BARBARA | CA | 93109 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PETER E DOLOTTA | ||||||||
| 231 DRIFTWOOD ROAD | CORONA DEL MAR | CA | 92625 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MICHAEL J DOLOTTA | ||||||||
| 10127 CHEVIOT DRIVE | LOS ANGELES | CA | 90064 | TREASURER | 0.00 | $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 | $3,237,929 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,479 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,307,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,307,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,257,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,669 | TotalTaxAmt |
| Distributable Before Adj | $160,221 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $160,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $160,221 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $303,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $303,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,265 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,530 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,397 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,458 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $88,294 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $303,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $160,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $143,154 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $231,448 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $16,265 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $215,183 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,530 | ExcessFromYear4Amt |
| Excess From Year3 | $26,397 | ExcessFromYear3Amt |
| Excess From Year2 | $7,458 | ExcessFromYear2Amt |
| Excess From Year1 | $7,644 | ExcessFromYear1Amt |
| Excess From Current Year | $143,154 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AAPLE ACADEMY FOUNDATION | ||||||
| PO BOX 30636 | SANTA BARBARA | CA | 931300636 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| ACEING AUTISM | ||||||
| 2001 S BARRINGTON AVEENUE SUITE 320 | LOS ANGELES | CA | 90025 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| ANGELS FOSTER CARE | ||||||
| 3905 STATE STREET SUITE 7-115 | SANTA BARABARA | CA | 93105 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 |
| AUTISM SOCIETY OF AMERICA - LOS ANGELES | ||||||
| 21250 HAWTHORNE BLVD SUITE 500 | TORRANCE | CA | 90505 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| BOXER RESCUE LA | ||||||
| 17514 VENTURA BLVD SUITE 201 | ENCINO | CA | 91316 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| BRENNAN CENTER FOR JUSTICE | ||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 |
| BUNS | ||||||
| PO BOX 193 | GOLETA | CA | 93116 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| CALIFORNIA WILDLIFE CENTER | ||||||
| PO BOX 2022 | MALIBU | CA | 90265 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| CCAI | ||||||
| 6920 SOUTH HOLLY CIRCLE | CENTENNIAL | CO | 80112 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| CHILDREN'S BURN FOUNDATION | ||||||
| 5000 VAN NUYS BLVD SUITE 210 | SHERMAN OAKS | CA | 91403 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| CHILDREN'S HOSPITAL LOS ANGELES FOUNDATION | ||||||
| 4650 SUNSET BLVE MS 29 | LOS ANGELES | CA | 90027 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 |
| COLLEGE LIGHT OPERA COMPANY | ||||||
| PO BOX 906 | FALMOUTH | MA | 02541 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 |
| COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY | ||||||
| 11870 MONARCH STREET | GARDEN GROVE | CA | 92841 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 |
| COUNCIL ON ALCOHOLISM AND DRUG ABUSE | ||||||
| PO BOX 28 | SANTA BARBARA | CA | 93102 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,500 |
| COVENANT HOUSE CALIFORNIA | ||||||
| 1325 N WESTERN AVE | HOLLYWOOD | CA | 90027 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| DOCTORS WITHOUT WALLS | ||||||
| 19 E MICHELTORENA STREET | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| DOWNTOWN WOMEN'S CENTER | ||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| DREAM FOUNDATION | ||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | ||||||
| 123 W DE LA GUERRA ST | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| FRIENDS OF NOBSKA LIGHT | ||||||
| PO BOX 183 | FALMOUTH | MA | 02451 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| GARDENS ON HOPE RESIDENT FUND | ||||||
| 251 SOUTH HOPE AVENUE | SANTA BARBARA | CA | 93105 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| GLSEN | ||||||
| 110 WILLIAM STREET 30TH FLOOR | NEW YORK | NY | 10038 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| HAV A SOL | ||||||
| 10736 JEFFERSON BLVD SUITE 636 | CULVER CITY | CA | 90230 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 |
| HEAL THE BAY | ||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| HEAL THE OCEAN | ||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| LA FOODBANK | ||||||
| 1734 EAST 41ST ST | LOS ANGELES | CA | 90058 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| LAFD FOUNDATION | ||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| LAND TRUST FOR SANTA BARBARA | ||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| MONTESSORI CENTER SCHOOL | ||||||
| 401 N FAIRVIEW AVE 1 | GOLETA | CA | 93117 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 |
| MUSIC ACADEMY OF THE WEST | ||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| NEW YORK COMMON PANTRY | ||||||
| 8 EAST 109TH ST | NEW YORK | NY | 10129 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| ORANGE COUNTY COASTKEEPER | ||||||
| 3151 AIRWAY AVE 110 | COSTA MESA | CA | 92626 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| PALISADES CHARTER HIGH SCHOOL | ||||||
| 15777 BOWDOIN | PACIFIC PALISADES | CA | 90272 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| PALISADES HIGH BOOSTER CLUB | ||||||
| PO BOX 223 | PACIFIC PALISADES | CA | 90272 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| PATH | ||||||
| 340 NORTH MADISON AVENUE | LOS ANGELES | CA | 90004 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS | ||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| PLANNED PARENTHOOD | ||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 |
| RAICES | ||||||
| 1305 FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| RAINBOW HUMANITARIAN CARETAKER FOUNDATION | ||||||
| 112 N HAYWORTH AVENUE 2 | LOS ANGELES | CA | 90048 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| RAINFOREST TRUST | ||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| RECOVERY SHOT | ||||||
| 9452 TELEPHONE ROAD 430 | VENTURA | CA | 93004 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| ROYAL PRIDE FOUNDATION | ||||||
| 4750 HOLLISTER AVE | SANTA BARBARA | CA | 93111 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| SAGE HILL SCHOOL | ||||||
| 20402 NEWPORT COAST DRIVE | NEW PORT COAST | CA | 92657 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | ||||||
| PO BOX 91121 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| SANTA BARBARA TEEN LEGAL CLINIC | ||||||
| 5951 ENCINA ROAD STE 205 | GOLETA | CA | 93117 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,500 |
| SCHWAB CHARITABLE | ||||||
| 3000 SCHWAB WAY | WESTLAKE | TX | 76262 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $25,000 |
| SHOWERS OF BLESSING | ||||||
| PO BOX 1135 | GOLETA | CA | 93116 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 |
| STANFORD UNIVERSITY | ||||||
| PO BOX 884478 | LOS ANGELES | CA | 900880447 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 |
| SURFRIDER FOUNDATION | ||||||
| PO BOX 6010 | SAN CLEMENTE | CA | 92674 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| TEACHER'S FUND | ||||||
| 1250 COAST VILLAGE ROAD | SANTA BARBARA | CA | 93108 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| THE 300 COMMITTEE | ||||||
| 157 LOCUST STREET | FALMOUTH | MA | 02540 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| THE FARMLINK PROJECT | ||||||
| 442 5TH AVENUE 1814 | NEW YORK | NY | 10018 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| THE FROSTIG CENTER | ||||||
| 971 N ALTADENA DR | PASADENA | CA | 91107 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| THE LANGE FOUNDATION | ||||||
| 2106 S SEPULVEDA BLVD | LOS ANGELES | CA | 90025 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 |
| THE WOODEN FLOOR | ||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $15,000 |
| UNITED BOYS & GIRLS CLUB OF SANTA BARBARA COUNTY | ||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| WAGS AND WALKS | ||||||
| 2236 FEDERAL AVENUE | LOS ANGELES | CA | 90064 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 |
| WASHINGTON SCHOOL FOUNDATION | ||||||
| 290 LIGHTHOUSE ROAD | SANTA BARBARA | CA | 93109 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| WILLBRIDGE OF SANTA BARBARA | ||||||
| 2904 STATE STREET SUITE A | SANTA BARBARA | CA | 93105 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 |
| WOMEN'S FUND OF SANTA BARBARA | ||||||
| 1111 CHAPALA STREET SUITE 200 | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | 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 | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,314 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $192,009 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $192,009 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,375 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,375 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,824,567 | BookValueAmt |
| EOYFMV | $2,750,962 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TIMING DIFFERENCE | Desc |
| Amt | $1,606 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $57 | $0 | $0 | $0 |
| SHIPPING AND DELIVERY | $24 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $5,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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