GEORGE B PAGE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GEORGE B PAGE FOUNDATION (EIN 95-6121985)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-01
IRS object ID
202341219349103529
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-01T20:18:31-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN950858589PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUTCHINSON & BLOODGOOD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 EAST CARRILLO STREET SUITE 303AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956121985EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GEORGE B PAGE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone8057303631PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1299AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHY GALLAGHERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8057303631PhoneNum
Signature2023-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHYPersonFirstNm
Person LastGALLAGHERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHERINE MACAULAYPreparerPersonNm
PTINP00178796PTIN
Phone8059631837PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,224,539FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$118,589DividendsRevAndExpnssAmt
Dividends Net Invst Incm$118,589DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$98,795NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$98,795GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$98,795CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$217,384TotalRevAndExpnssAmt
Total Net Invst Incm$217,384TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,500CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,358AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,679AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,679AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$27,596OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,596OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,711TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$100TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,353OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$236OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,117OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$48,518TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,511TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,396TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$232,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$232,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$281,018TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,511TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$248,896TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$63,634ExcessRevenueOverExpensesAmt
Net Investment Income$187,873NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,515CashBOYAmt
Cash EOY$20,198CashEOYAmt
Cash EOYFMV$20,198CashEOYFMVAmt
Sav And Temp Cash Invst BOY$109,710SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$440,622SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$440,622SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$1,029PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,029PrepaidExpensesEOYFMVAmt
Other Investments BOY$3,896,658OtherInvestmentsBOYAmt
Other Investments EOY$3,503,033OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,762,690OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,028,883TotalAssetsBOYAmt
Total Assets EOY$3,964,882TotalAssetsEOYAmt
Total Assets EOYFMV$4,224,539TotalAssetsEOYFMVAmt
Other Liabilities BOY$367OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$367TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$4,028,516RetainedEarningBOYAmt
Retained Earning EOY$3,964,882RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,028,516TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,964,882TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,028,883TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,964,882TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,028,516TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$63,634ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,964,882SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,964,882TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHERN TRUSTP2021-01-012022-12-31$44,449$44,449$44,449
CAPITAL GAINS DIVIDENDSP$54,346$54,346$54,346
FieldValueIRS element (for citing)
Capital Gain Net Income$98,795CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,611InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,611SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,611TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,640EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,640TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,029OverpaymentAmt
Applied To ES Tax$1,029AppliedToESTaxAmt
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
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 BooksDENISE WILLIAMSIndividualWithBooksNm
Phone8057303631PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1299AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93102ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NICK KATZENSTEIN
PO BOX 1299SANTA BARBARACA93102TRUSTEE0.07$0$0$0
JOE PLOWMAN
PO BOX 1299SANTA BARBARACA93102TRUSTEE0.07$0$0$0
KATHY GALLAGHER
PO BOX 1299SANTA BARBARACA93102PRESIDENT0.07$0$0$0
DENISE WILLIAMS
PO BOX 1299SANTA BARBARACA93102SECRETARY5.00$12,500$0$0
PAGE PLOWMAN
PO BOX 1299SANTA BARBARACA93102TRUSTEE0.07$0$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$4,525,096AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,369AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,648,465TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,648,465AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$69,727CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,578,738NetVlNoncharitableAssetsAmt
Minimum Investment Return$228,937MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$228,937MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,611TaxBasedOnInvestmentIncomeAmt
Total Tax$2,611TotalTaxAmt
Distributable Before Adj$226,326DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$226,326DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$226,326DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$248,896ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$248,896QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$226,326DistributableAsAdjustedAmt
Undistributed Income PY$243,425UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$248,896QualifyingDistributionsAmt
Applied To Year1$243,425AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,471AppliedToCurrentYearAmt
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$220,855UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGEORGE B PAGE FOUNDATION - CARE OFRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1299AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93102ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8057303631RecipientPhoneNum
Form And Info And MaterialsTHERE IS A SPECIFIC APPLICATION PROCESS THAT MUST BE FOLLOWED. PLEASE CONTACT THE FOUNDATION FOR AN APPLICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesOCTOBER 1 - ANNUALLYSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION SUPPORTS NONPROFIT ORGANIZATIONS LOCATED IN SANTA BARBARA COUNTY, CALIFORNIA. THE FOUNDATION'S PRIMARY FOCUS IS IN THE AREA OF CHILDREN/YOUTH EDUCATION AND SPORTING PROGRAMS, AND SCHOLARSHIPS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AHA SANTA BARBARA
1209 DE LA VINA SUITE ASANTA BARBARACA93101NONEPCYOUTH SUPPORT SERVICES$3,000
CIVIL AIR PATROL COMPOSITE SQUADRON 131
SANTA BARBARA AIRPORT VISITORSANTA BARBARACA93117NONEPCYOUTH SUPPORT SERVICES$10,000CENTER 45 HARTLEY PL
COUNCIL ON ALCOHOLISM AND DRUG ABUSE
232 EAST CANON PERDIDO STREETSANTA BARBARACA93103NONEPCYOUTH SUPPORT SERVICES$15,000
FOOD BANK SANTA BARBARA COUNTY
4554 HOLLISTER AVENUESANTA BARBARACA93110NONEPCYOUTH SUPPORT SERVICES$5,000
GIRLS INC OF CARPINTERIA
5315 FOOTHILL ROADCARPINTERIACA93013NONEPCYOUTH SUPPORT SERVICES$5,000
GIRLS INC OF GREATER SANTA BARBARA
531 EAST ORTEGA STREETSANTA BARBARACA93103NONEPCYOUTH SUPPORT SERVICES$15,000
GREATER SANTA BARBARA ICE SKATING ASSOCIATION - ICE IN PARADISE
PO BOX 478SANTA BARBARACA93102NONEPCYOUTH SUPPORT SERVICES$15,000
GWENDOLYN STRONG FOUNDATION
27 WEST ANAPAMU SUITE 177SANTA BARBARACA93101NONEPCYOUTH SUPPORT SERVICES$5,000
HOSPICE OF SANTA BARBARA
2050 ALAMEDA PADRE SERRA 100SANTA BARBARACA93103NONEPCYOUTH SUPPORT SERVICES$10,000
LOMPOC TEEN CENTER
533 AVALON STREETLOMPOCCA93436NONEPCYOUTH SUPPORT SERVICES$5,000
LOS PADRES COUNCIL BOY SCOUTS
4000 MODOC ROADSANTA BARBARACA93110NONEPCYOUTH SUPPORT SERVICES$20,000
MOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION
125 STATE STREETSANTA BARBARACA93101NONEPCYOUTH SUPPORT SERVICES$4,500
PAGE YOUTH CENTER
PO BOX 6766SANTA BARBARACA93160NONEPCYOUTH SUPPORT SERVICES$30,000
SANTA BARBARA ATHLETIC ROUNDTABLE
PO BOX 3813SANTA BARBARACA93130NONEPCYOUTH SUPPORT SERVICES$2,500
SANTA BARBARA MARITIME MUSEUM
113 HARBOR WAYSANTA BARBARACA93109NONEPCYOUTH SUPPORT SERVICES$5,000
SANTA BARBARA POLICE ACTIVITIES LEAGUE
222 EAST ANAPAMU STREET SUITE 24SANTA BARBARACA93101NONEPCYOUTH SUPPORT SERVICES$10,000
SANTA BARBARA SPECIAL OLYMPICS
423 WEST VICTORIA STREETSANTA BARBARACA93101NONEPCYOUTH SUPPORT SERVICES$5,000
SANTA BARBARA ZOO
500 NINOS DRIVESANTA BARBARACA93103NONEPCYOUTH SUPPORT SERVICES$5,000
STORYTELLER CHILDREN'S CENTER
2115 STATE STREETSANTA BARBARACA93105NONEPCYOUTH SUPPORT SERVICES$5,000
TRANSITION HOUSE
425 EAST COTA STREETSANTA BARBARACA93101NONEPCYOUTH SUPPORT SERVICES$30,000
UNITED BOYS & GIRLS CLUB OF SANTA BARBARA
PO BOX 1485SANTA BARBARACA93102NONEPCYOUTH SUPPORT SERVICES$20,000
FRIENDS OF VADA AT SANTA BARBARA HIGH SCHOOL
700 EAST ANAPAMU STREETSANTA BARBARACA93101NONEPCYOUTH SUPPORT SERVICES$2,500
WILDERNESS YOUTH PROJECT
5386 HOLLISTER AVENUEGOLETACA93111NONEPCYOUTH SUPPORT SERVICES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$232,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$118,589ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$98,795ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$217,384ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$217,384TotalIncomeProducingActyAmt

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)
CategoryHUTCHINSON & BLOODGOOD, LLPCategoryTxt
Amt$3,358Amt
Net Investment Income$1,679NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,679DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NORTHERN TRUST-MFB NORTHERN FDS STK INDX FD (NOSIX)AT COST$841,347$1,163,326
NORTHERN TRUST-MFB NORTHERN MID CAP INDX FD (NOMIX)AT COST$133,275$144,696
NORTHERN TRUST-MFB NORTHERN FDS SMALL CAP INDEX FD (NSIDX)AT COST$150,165$144,037
NORTHERN TRUST-MFB NORTHERN INTL EQUITY INDEX FD (NOINX)AT COST$552,573$590,647
NORTHERN TRUST-MFO DFA INTL SMALL CO PORTFOLIO FUND (DFISX)AT COST$104,141$100,915
NORTHERN TRUST-MFB NORTHERN FUNDS EMERGING MKTS EQUITY INDX (NOEMX)AT COST$147,115$155,174
NORTHERN TRUST-MFB NORTHERN FUNDS BD INDEX FD (NOBOX)AT COST$510,070$434,590
NORTHERN TRUST-MFB NORTHERN HIGH YIELD FIXED INCOME FUND (NHFIX)AT COST$592,105$517,872
NORTHERN TRUST-MFC FLEXSHARES TR STOXX GLOBAL BROAD (NFRA)AT COST$104,990$98,955
NORTHERN TRUST-MFB FDS GLOBAL REAL ESTATE INDEX FD (NGREX)AT COST$109,430$98,144
NORTHERN TRUST-MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM (GUNR)AT COST$172,741$240,215
NORTHERN TRUST-MFO VANGUARD INFLATION PROTECTED SECURITIES FD ADMIRAL (VAIPXAT COST$33,600$27,855
NORTHERN TRUST-MFC FLEXSHARES TR IBAOXX 3 YR TARGET (TDTT)AT COST$51,481$46,264

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINSURANCEDesc
Revenue And Expenses Per Books$2,353RevenueAndExpensesPerBooksAmt
Net Investment Income$236NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,117DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX PAYABLEDesc
BOY Book Value$367BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$27,596Amt
Net Investment Income$27,596NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BUSINESS REGISTRATION FEES$100$0$100
EXCISE TAXES$2,611$0$0

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