LOPKER FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: LOPKER FAMILY FOUNDATION (EIN 77-0448078)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-05
IRS object ID: 202231259349101928
Schema version: 2021v4.2
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
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Distribution From Corpus Election
General Explanation Attachment
Investments Corp Stock Schedule
Investments Land Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-05T18:56:42-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	950858589	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HUTCHINSON & BLOODGOOD LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 EAST CARRILLO STREET SUITE 303	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93101	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770448078	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOPKER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LOPK	BusinessNameControlTxt
Phone	8058865695	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	27 W ANAPAMU ST 347	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93101	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PAM LOPKER	PersonNm
Person Title	PRESIDENT/CEO	PersonTitleTxt
Phone	8055654249	PhoneNum
Signature	2022-05-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	PAM	PersonFirstNm
Person Last	LOPKER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CATHERINE MACAULAY	PreparerPersonNm
PTIN	P00178796	PTIN
Phone	8059631837	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$76,237,531	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	$40,714,535	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$13	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$13	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$708,440	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$703,542	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$114,894	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$114,894	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	$34,119	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$26,772,580	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$149,573,403	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$52,567,326	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$68,310,462	TotalRevAndExpnssAmt
Total Net Invst Incm	$53,385,775	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$42,949	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$10,737	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$32,212	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$6,955	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,216	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,739	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$31,313	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$869	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$2,681	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$37,064	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$37,064	DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss	$45,164	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$44,107	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$836	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$163,445	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$97,993	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$37,468	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,137,183	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,137,183	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,300,628	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$97,993	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,174,651	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$67,009,834	ExcessRevenueOverExpensesAmt
Net Investment Income	$53,287,782	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$16,857	CashBOYAmt
Cash EOY	$268,026	CashEOYAmt
Cash EOYFMV	$268,026	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$96,050	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$18,204,940	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$18,204,940	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$24,415,081	CorporateStockBOYAmt
Corporate Stock EOY	$55,814,333	CorporateStockEOYAmt
Corporate Stock EOYFMV	$55,814,333	CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis	$1,950,232	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$149,587	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$1,792,799	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$1,800,645	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$1,950,232	LandBldgInvestmentsEOYFMVAmt
Total Assets BOY	$26,320,787	TotalAssetsBOYAmt
Total Assets EOY	$76,087,944	TotalAssetsEOYAmt
Total Assets EOYFMV	$76,237,531	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$5,650	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$7,650	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$5,650	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$7,650	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	$26,315,137	RetainedEarningBOYAmt
Retained Earning EOY	$76,080,294	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$26,315,137	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$76,080,294	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$26,320,787	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$76,087,944	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$26,315,137	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$67,009,834	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$93,324,971	SubtotalAmt
Other Decreases	$17,244,677	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$76,080,294	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
QAD INC	P	2021-01-01	2021-12-31	$74,768,838	$21,768,954	$52,999,884	$52,999,884
VANGUARD TREASURY MONEY MARKET	P	2021-01-01	2021-12-31	$505,050	$505,050	$0	$0
FIDELITY #2178	P	2021-01-01	2021-12-31	$74,102,974	$74,732,073	-$629,099	-$629,099
CAPITAL GAINS DIVIDENDS	P			$196,541		$196,541	$196,541

Field	Value	IRS element (for citing)
Capital Gain Net Income	$52,567,326	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$740,700	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$740,700	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$740,700	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$19,600	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	$19,600	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$721,100	TaxDueAmt

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	Yes (1)	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ANITA BLAKEMORE	IndividualWithBooksNm
Phone	8058865695	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	27 W ANAPAMU ST 347	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93101	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	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
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 (4 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
PAMELA M LOPKER
27 W ANAPAMU ST 347	SANTA BARBARA	CA	93101	PRESIDENT/CEO	0.00	$0	$0	$0
KARL BO LOPKER
27 W ANAPAMU ST 347	SANTA BARBARA	CA	93101	VICE PRESIDENT	0.00	$0	$0	$0
JULIANA L LOPKER
27 W ANAPAMU ST 347	SANTA BARBARA	CA	93101	VICE PRESIDENT	0.00	$0	$0	$0
ANITA H BLAKEMORE
27 W ANAPAMU ST 347	SANTA BARBARA	CA	93101	SECRETARY/ CFO	1.00	$42,949	$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	$44,251,758	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,273,776	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,950,232	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$47,475,766	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$47,475,766	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$712,136	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$46,763,630	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,338,182	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,338,182	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$740,700	TaxBasedOnInvestmentIncomeAmt
Total Tax	$740,700	TotalTaxAmt
Distributable Before Adj	$1,597,482	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,597,482	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,597,482	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,174,651	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,174,651	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,597,482	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$56,444	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$56,444	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,174,651	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,174,651	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$56,444	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$56,444	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	$366,387	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

Field	Value	IRS element (for citing)
Contributing Manager	PAMELA M LOPKER	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	ANITA BLAKEMORE	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	27 WEST ANAPAMU ST 347	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93101	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8056846641	RecipientPhoneNum
Form And Info And Materials	APPLICATION LETTER SHOULD INCLUDE NAME OF ORGANIZATION AND PURPOSE OF GRANT. INCLUDE A COPY OF ORGANIZATION'S FEDERAL TAX EXEMPTION LETTER.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
867 VIA ABAJO	SANTA BARBARA	CA	93110	NONE	PC	3 GIRLS TO ATTEND SCIENCE & MATH CAMP	$2,850
CAL MATTERS
1017 L STREET 261	SACRAMENTO	CA	95814	NONE	PC	GENERAL FUND	$500
DIRECT RELIEF INTERNATIONAL
27 SOUTH LA PATERA LANE	SANTA BARBARA	CA	93117	NONE	PC	GENERAL FUND	$10,000
DON BOSCO TECH
1151 SAN GABRIEL BOULEVARD	ROSEMEAD	CA	91770	NONE	PC	KARL LOPKER ENDOWED MERIT SCHOLARSHIP FUND, EST 2018	$450,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREET	MONTGOMERY	AL	36104	NONE	PC	GENERAL FUND	$20,000
FOOD FROM THE HEART
PO BOX 3908	SANTA BARBARA	CA	93130	NONE	PC	GENERAL FUND	$500
FOUNDATION FOR SBCC
721 CLIFF DRIVE	SANTA BARBARA	CA	93109	NONE	PC	GENERAL FUND	$5,000
FOUNDATION FOR SBHS
PO BOX 158	SANTA BARBARA	CA	93102	NONE	PC	$10K DIRECTOR SALARY PLEDGE (3 OF 3) & $15K TO MULTI-DEPARTMENTS	$25,000
GIVE WELL
1714 FRANKLIN STREET 100335	OAKLAND	CA	94612	NONE	PC	GENERAL	$20,000
GRANADA THEATER - SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC
1214 STATE STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL	$10,000
HOPEWELL
147 BELL STREET 303	CHAGRIN FALLS	OH	44062	NONE	PC	GENERAL	$5,000
IMPACT 100 SEATTLE
140 LAKESIDE AVE STE A 157	SEATTLE	WA	98122	NONE	PC	GENERAL	$1,500
KIDLINKS WORLD
PO BOX 628283	MIDDLETON	WI	53562	NONE	PC	KSFI PROJECT	$10,000
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE	RYE BROOK	NY	10573	NONE	PC	ON BEHALF OF THOMAS KEHOE	$500
MAPS
1115 MISSION STREET	SANTA CRUZ	CA	95060	NONE	PC	GENERAL	$15,000
MONTECITO COMMUNITY FOUNDATION
PO BOX 5001	SANTA BARBARA	CA	93150	NONE	PC	GENERAL	$500
MOXI - THE WOLF MUSEUM
PO BOX 4808	SANTA BARBARA	CA	93140	NONE	PC	$10K GENERAL & $10K MOXI @ NIGHT	$20,000
NEW HARVEST
288 NORFOLK ST 4TH FLOOR	CAMBRIDGE	MA	02139	NONE	PC	GENERAL	$20,000
SANTA BARBARA EDUCATION FOUNDATION
1330 STATE STREET SUITE 203	SANTA BARBARA	CA	93101	NONE	PC	STUDENTS ATTENDING STEAM CAMP	$5,000
SBHS COMPUTER SCIENCE ACADEMY FOUNDATION
PO BOX 60354	SANTA BARBARA	CA	93160	NONE	PC	GENERAL	$2,000
SCHOLARSHIP FOUNDATION OF SB
PO BOX 3620	SANTA BARBARA	CA	93130	NONE	PC	$100K KARL LOPKER MEMORIAL FUND, $100K DEPENDANTS OF QAD EMPLOYEES	$200,000
SHOWERS OF BLESSING
PO BOX 1135	GOLETA	CA	93116	NONE	PC	GENERAL	$1,000
SIGNAL TECHNOLOGY FOUNDATION
650 CASTRO ST STE 120 223	MOUNTAIN VIEW	CA	94041	NONE	PC	GENERAL	$2,000
ST CATHERINE BY THE SEA
1931 POLI SREET	VENTURA	CA	93003	NONE	PC	GENERAL	$178
STEMBASSADORS
1979 FOSTER AVE	VENTURA	CA	93001	NONE	PC	CREATION OF STEMBASSADORS PROGRAM	$12,500
THE GOOD FOOD INSTITUTE
1380 MONROE ST NW STE 229	WASHINGTON	DC	20010	NONE	PC	GENERAL	$20,000
THE GREATER CONTRIBUTION
3096 APACHE CIRCLE	THOUSAND OAKS	CA	93013	NONE	PC	GENERAL	$500
THE HUMANE LEAGUE
PO BOX 10476	ROCKVILLE	MD	20849	NONE	PC	GENERAL	$10,000
UCSB FOUNDATION
UNIVERSITY OF CALIFORNIA	SANTA BARBARA	CA	93106	NONE	PC	$50K COMPUTER SCIENCE DEPT, LOPKER ENDOWMENT FUND & $5K GRAD SLAM	$55,000
UNITY SHOPPE INC
110 WEST SOLA STREET	SANTA BARBARA	CA	93131	NONE	PC	DONATION OF GOODS FROM COSTCO; CLOTHING, FOOD, ETC	$2,155
UNIVERSITY OF CALIFORNIA MERCED
5200 NORTH LAKE ROAD	MERCED	CA	95343	NONE	PC	MATH DEPARTMENT	$10,000
UNIVERSITY OF WASHINGTON FOUNDATION
PO BOX 359505	SEATTLE	WA	98195	NONE	PC	$100K DR. WES VAN VOORHIS MD PHD TO USE AS NEEDED & $100K TO DR. STEPHEN PLYMATE DIVISION OF GERONTOLOGY AND GERIATRIC MEDICINE RESEARCH	$200,000
WIKIMEDIA FOUNDATION INC
PO BOX 98204	WASHINGTON	DC	20090	NONE	PC	GENERAL	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,137,183	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	$708,440	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$34,119	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$26,772,580	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$27,515,152	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$27,515,152	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KARL F AND PAMELA L LOPKER	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 INNOVATION PLACE	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93108	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$40,714,535	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	PUBLICLY TRADED SECURITIES - COMMON STOCK	NoncashPropertyDesc
Fair Market Value	$40,714,535	FairMarketValueAmt
Received	2021-08-31	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	DAMITZ, BROOKS, NIGHTINGALE, TURNER & MORRISSET	CategoryTxt
Amt	$6,955	Amt
Net Investment Income	$5,216	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,739	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Computation MethodComputationMethodTxt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt	Prior Year DepreciationPriorYearDepreciationAmt	LifeLifeRt
LAND	2017-08-29	$900,667	L	$0	$0
BUILDING	2017-08-29	$900,668	SL	$32,752	$32,752	$109,173	27.500000000000
ROOF	2017-08-29	$27,642	SL	$1,005	$1,005	$3,350	27.500000000000
REMODEL - UNIT #5	2021-03-29	$121,255	SL	$3,307	$3,307		27.500000000000

Distribution From Corpus Election DistributionFromCorpusElection

Field	Value	IRS element (for citing)
Election	SECTION 49(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS:PURSUANT TO IRC SECTION 4942(H)(2) AND REGLATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ___________________________________________	ElectionDesc

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxt	Form And Line ReferenceFormAndLineReferenceDesc	Medium ExplanationMediumExplanationTxt
OWNERSHIP OF CONTROLLED ENTITY	PART VII-A, LINE 11	THE LOPKER FAMILY FOUNDATION HOLDS 100% OF 1620 GARDEN STREET, LLC, EIN #85-3295277.
EXPLANATION OF PAYMENTS	FORM 990-PF - PART VII-B, LINE 1A(4)	THE FOUNDATION UTILIZES THE SERVICES OF THE FIRM BLAKEMORE CONSTRUCTION & ELECTRIC INC. FOR REPAIRS, REMODELING AND GENERAL MAINTENANCE OF THE RENTAL PROPERTY. MR JASON BLAKEMORE IS THE PRINCIPAL OF THE COMPANY AND THE SPOUSE OF ANITA BLAKEMORE, TREASURER OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MUTUAL FUNDS	$20,802,871	$20,802,871
EXCHANGE TRADED PRODUCTS	$27,421,806	$27,421,806
STOCKS	$7,338,611	$7,338,611
OTHER HOLDINGS	$251,045	$251,045

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
LAND	$900,667	$0	$900,667
BUILDING	$900,668	$141,925	$758,743
ROOF	$27,642	$4,355	$23,287
REMODEL - UNIT #5	$121,255	$3,307	$117,948

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON MARKETABLE SECURITIES	Desc
Amt	$17,244,677	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES	$15	$15	$0
RENTAL EXPENSES	$43,711	$43,711	$0
PAYROLL PROCESSING	$1,115	$279	$836
PENALTIES	$222	$0	$0
MARGIN INTEREST EXPENSE	$101	$102	$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	SECURITY DEPOSIT - 1620 GARDEN	Desc
BOY Book Value	$5,650	BOYBookValueAmt
EOY Book Value	$7,650	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$3,475	$869	$2,606
CA ATTORNEY GENERAL FILING FEE	$75	$0	$75
FEDERAL EXCISE TAXES	$27,763	$0	$0