BELLOWE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BELLOWE FAMILY FOUNDATION (EIN 77-0456981)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-31
- IRS object ID
- 202241519349100019
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-31T11:27:39-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770181453 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASIF HICKS HARRIS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WEST ANAPAMU ST STE B | 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 | 770456981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARNOLD & JILL BELLOWE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 8054520202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HOT SPRINGS RD VILLA 508 | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARNOLD BELLOWE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8054520202 | PhoneNum |
| Signature | 2022-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARNOLD | PersonFirstNm |
| Person Last | BELLOWE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHELLE BARNIER | PreparerPersonNm |
| PTIN | P01075017 | PTIN |
| Phone | 8059661521 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,623,730 | 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 |
| Dividends Rev And Expnss | $18,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,913 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $634,328 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,212 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,125 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,125 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,116 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,558 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,520 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,760 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,245 | CashBOYAmt |
| Cash EOY | $50,222 | CashEOYAmt |
| Cash EOYFMV | $50,221 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $583,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,374 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,374 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $754,837 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,181,696 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,394,135 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,362,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,411,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,623,730 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,362,765 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,411,292 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,362,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,411,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,362,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,411,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,362,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,411,292 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,411,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF SECURITIES | P | 2021-01-01 | 2021-12-31 | $23,106 | $22,676 | $430 | $430 |
| SALE OF SECURITIES | P | 2019-01-01 | 2021-12-31 | $584,667 | $504,440 | $80,227 | $80,227 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2019-01-01 | 2021-12-31 | $26,555 | $26,555 | $26,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,212 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,704 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,704 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,658 | 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 | $1,658 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $46 | 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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL BELLOWE CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8054520202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HOT SPRINGS RD VILLA 508 | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ARNOLD BELLOWE | ||||||||
| 300 HOT SPRINGS RD VILLA 508 | MONTECITO | CA | 93108 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JILL BELLOWE | ||||||||
| 300 HOT SPRINGS RD VILLA 508 | MONTECITO | CA | 93108 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| STACY TAGER | ||||||||
| 300 HOT SPRINGS RD VILLA 508 | MONTECITO | CA | 93108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREG BELLOWE | ||||||||
| 300 HOT SPRINGS RD VILLA 508 | MONTECITO | CA | 93108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,281,330 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $282,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,563,823 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,563,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,540,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,018 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,018 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,704 | TotalTaxAmt |
| Distributable Before Adj | $75,314 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,314 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,314 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $69,820 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,314 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $66,331 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $3,069 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $66,331 | AppliedToYear1Amt |
| Applied To Prior Years | $3,069 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $74,894 | 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 | ARNOLD BELLOWE | ContributingManagerNm |
| Contributing Manager | JILL BELLOWE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | ||||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| AKRON JEWISH CENTER | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | EXEMPT | CHARITABLE | $100 | |
| AMERICAN RED CROSS - PACIFIC DIVISION | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | NONE | EXEMPT | CHARITABLE | $250 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 5 PENN PLAZA 14TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $100 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 823 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $250 | |
| CALM | ||||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| CASA DORINDA FOUNDATION | ||||||||
| 300 HOT SPRINGS ROAD | SANTA BARBARA | CA | 93108 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| CHAUTAUQUA FOUNDATION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| CHAUTAUQUA INSTITUTION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $5,600 | |
| CHAUTAUQUA LAKE ASSOCIATION | ||||||||
| 429 E TERRACE AVE | LAKEWOOD | NY | 14750 | NONE | EXEMPT | CHARITABLE | $250 | |
| CHAUTAUQUA WATERSHED CONSERVANCY | ||||||||
| 413 NORTH MAIL STREET | JAMESTOWN | NY | 14701 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | EXEMPT | CHARITABLE | $100 | |
| CITY YEAR - LOS ANGELES | ||||||||
| 606 S OLIVE ST 2ND FLOOR | LOS ANGELES | CA | 90014 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE (CADA) | ||||||||
| 232 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) | ||||||||
| 100 W HARRISON NORTH TOWER SUITE | SEATTLE | WA | 98119 | NONE | EXEMPT | CHARITABLE | $250 | 500 |
| DIRECT RELIEF INTERNATIONAL | ||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $6,000 | |
| EDEN REFORESTATION PROJECT | ||||||||
| 303 W FOOTHILL UNIT 13 | GLENDORA | CA | 91741 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| ENSEMBLE THEATRE | ||||||||
| 914 SANTA BARBARA ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $2,100 | |
| FOOD BANK OF SANTA BARBARA | ||||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| FOUNDATION FOR SBCC | ||||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| GLOBAL CONSERVATION FORCE | ||||||||
| PO BOX 956 | OCEANSIDE | CA | 92049 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| HOPE IN A SUITCASE | ||||||||
| PO BOX 715 | BEVERLY HILLS | CA | 90211 | NONE | EXEMPT | CHARITABLE | $500 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVENUE 34TH FL | NEW YORK | NY | 10118 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| JEWISH FAMILY SERVICE OF SANTA BARBARA | ||||||||
| 524 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $100 | |
| JEWISH FEDERATION OF GREATER SANTA BARBARA | ||||||||
| 524 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| KCLU PUBLIC RADIO | ||||||||
| 60 WEST OLSEN RD 4400 | THOUSAND OAKS | CA | 91360 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| KCRW | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | EXEMPT | CHARITABLE | $500 | |
| LOBERO THEATER FOUNDATION | ||||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| NATIONAL COMEDY CENTER | ||||||||
| 203 W 2ND STREET | JAMESTOWN | NY | 14701 | NONE | EXEMPT | CHARITABLE | $250 | |
| NATIONAL URBAN LEAGUE | ||||||||
| 80 PINE STREET 9 TH FLOOR | NEW YORK | NY | 10005 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| PATH OF SANTA BARBARA | ||||||||
| PO BOX 24116 | SANTA BARBARA | CA | 93121 | NONE | EXEMPT | CHARITABLE | $500 | |
| PBS OF SOCAL | ||||||||
| PO BOX 25113 | SANTA ANA | CA | 92799 | NONE | EXEMPT | CHARITABLE | $600 | |
| PLANNED PARENTHOOD SBVSLO | ||||||||
| DEVELOPMENT DEPT 518 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| ROBERT H JACKSON CENTER | ||||||||
| 305 EAST 4TH ST PO BOX 879 | JAMESTOWN | NY | 14702 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| SANSUM CLINIC | ||||||||
| PO BOX 1200 | SANTA BARBARA | CA | 93102 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| SANTA BARBARA CLUB PRESERVATION FOUNDATION | ||||||||
| 1105 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $500 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | EXEMPT | CHARITABLE | $250 | |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| SANTA MONICA CITY COLLEGE FOUNDATION | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 4001 NORTH FIRST STREET | SAN JOSE | CA | 96134 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| TRANSITION HOUSE | ||||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| UCSB (UC REGENTS) | ||||||||
| UNIVERSITY OF SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| UNITED WAY OF SANTA BARBARA | ||||||||
| 320 E GUTIERREZ | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $500 | |
| VENICE FAMILY CLINIC | ||||||||
| 804 ROSE AVE | VENICE | CA | 90291 | NONE | EXEMPT | CHARITABLE | $500 | |
| WBFO PUBLIC RADIO | ||||||||
| HORIZONS PLAZA PO BOX 1263 | BUFFALO | NY | 14240 | NONE | EXEMPT | CHARITABLE | $120 | |
| WESTSIDE FOOD BANK | ||||||||
| 1710 22ND STR | SANTA MONICA | CA | 90404 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| WOMEN'S FUND OF SANTA BARBARA | ||||||||
| 15 E CARRILLO STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $2,750 | |
| YOUTH OPPORTUNITIES UNLIMITED | ||||||||
| 1228 EUCLID AVENUE STE 200 | CLEVELAND | OH | 44115 | NONE | PC | CHARITABLE | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,820 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,913 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,212 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,125 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,125 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,116 | Amt |
| Net Investment Income | $1,558 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION ELECTS TO USE 2021 QUALIFYING DISTRIBUTIONS TO DISTRIBUTE UNDISTRIBUTED INCOME FROM 2019 AND 2020. EXCISE TAX WAS PAID IN 2020 BECAUSE THE DISTRIBUTION AMOUNT DID NOT COVER THE UNDISTRIBUTED INCOME FROM THE PRIOR YEAR (2019). | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS (CHARLES SCHWAB) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,181,696 | BookValueAmt |
| EOYFMV | $1,394,135 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $142 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $142 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEE | CategoryTxt |
| Amt | $3,520 | Amt |
| Net Investment Income | $1,760 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AG FILING FEE | $25 | $25 | $0 |
| FEDERAL EXCISE TAXES | $921 | $0 | $0 |
| FOREIGN TAX ON INVESTMENTS | $54 | $54 | $0 |
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