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WILLIAM AND CHARLENE GLIKBARG FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WILLIAM AND CHARLENE GLIKBARG FOUNDATION (EIN 52-2302532)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-01
IRS object ID
202223059349101412
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-01T16:52:08-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770418724PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1C&D LLP CPAS & ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1690 ALAMO PINTADO RDAddressLine1Txt
CitySOLVANGCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93463ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522302532EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM AND CHARLENE GLIKBARG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone8058821350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 WEST VICTORIA STREETAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN HANSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8058821350PhoneNum
Signature2022-10-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastHANSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN B PALMERPreparerPersonNm
PTINP00080046PTIN
Phone8056885505PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,967,669FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$61InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$61InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$178,101DividendsRevAndExpnssAmt
Dividends Net Invst Incm$178,101DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,707,367NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,744,267GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,707,367CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,330OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,330OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,893,859TotalRevAndExpnssAmt
Total Net Invst Incm$1,893,859TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$45,163CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$45,163CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,312AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$20,498TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,609OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$70,582TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,163TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$946,476ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$946,476ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,017,058TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,163TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$946,476TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$876,801ExcessRevenueOverExpensesAmt
Net Investment Income$1,848,696NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$1CashEOYAmt
Cash EOYFMV-$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,442,493SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,528,597SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,528,597SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,786,493CorporateStockBOYAmt
Corporate Stock EOY$2,448,858CorporateStockEOYAmt
Corporate Stock EOYFMV$20,800,380CorporateStockEOYFMVAmt
Other Investments BOY$464,594OtherInvestmentsBOYAmt
Other Investments EOY$586,762OtherInvestmentsEOYAmt
Other Investments EOYFMV$638,693OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,693,580TotalAssetsBOYAmt
Total Assets EOY$4,564,216TotalAssetsEOYAmt
Total Assets EOYFMV$22,967,669TotalAssetsEOYFMVAmt
Other Liabilities BOY$6,260OtherLiabilitiesBOYAmt
Other Liabilities EOY$95OtherLiabilitiesEOYAmt
Total Liabilities BOY$6,260TotalLiabilitiesBOYAmt
Total Liabilities EOY$95TotalLiabilitiesEOYAmt
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$3,687,320RetainedEarningBOYAmt
Retained Earning EOY$4,564,121RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,687,320TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,564,121TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,693,580TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,564,216TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,687,320TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$876,801ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,564,121SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,564,121TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
HOME DEPOT INCP1992-08-312021-05-21$632,701$2,260$630,441$630,441
PAYPAL HOLDINGS INCP2001-08-232021-05-21$1,012,645$34,640$978,005$978,005
UBS #2280 CAPITAL GAIN DISTRIBUTIONSP2020-01-012021-12-31$98,921$98,921$98,921
FieldValueIRS element (for citing)
Capital Gain Net Income$1,707,367CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,697InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,697SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,697TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$25,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$25,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$697TaxDueAmt

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
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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 BooksSTEVEN GLIKBARGIndividualWithBooksNm
Phone8058821350PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 WEST VICTORIA STREETAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN HANSON
C/O 200 WEST VICTORIA STREETSANTA BARBARACA93101PRESIDENT2.00$0$0$0
RACHEL FITE
C/O 200 WEST VICTORIA STREETSANTA BARBARACA93101SECRETARY2.00$0$0$0
STEVEN GLIKBARG
C/O 200 WEST VICTORIA STREETSANTA BARBARACA93101VP/TREASURER10.00$45,163$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$20,354,286AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$356,705AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,710,991TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,710,991AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$310,665CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,400,326NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,020,016MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,020,016MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,697TaxBasedOnInvestmentIncomeAmt
Total Tax$25,697TotalTaxAmt
Distributable Before Adj$994,319DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$994,319DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$994,319DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$946,476ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$946,476QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$994,319DistributableAsAdjustedAmt
Undistributed Income PY$574,973UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$946,476QualifyingDistributionsAmt
Applied To Year1$574,973AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$371,503AppliedToCurrentYearAmt
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$622,816UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A WINDOW BETWEEN WORLDS
710 4TH AVE 5VENICECA90291PCUNRESTRICTED CONTRIBUTION$10,000
ACE CHARTER SCHOOL
1100 SHASTA AVESAN JOSECA95126PCUNRESTRICTED CONTRIBUTION$5,000
ACKNOWLEDGE ALLIANCE
2483 OLD MIDDLEFIELD WAY 201MOUNTAIN VIEWCA94043PCUNRESTRICTED CONTRIBUTION$500
ALDER GRADUATE SCHOOL OF EDUCATION
2946 BROADWAY ST SUITE BREDWOOD CITYCA94062PCUNRESTRICTED CONTRIBUTION$40,000
BIG BROTHERS BIG SISTERS
PO BOX 12644SAN LUIS OBISPOCA93406PCUNRESTRICTED CONTRIBUTION$35,000
BRAVEN - BAY AREA
C/O WEWORK 75 E SANTA CLARA STREETSAN JOSECA95113PCUNRESTRICTED CONTRIBUTION$1,000
BREAKTHROUGH SILICON VALLEY
1635 PARK AVENUESAN JOSECA95126PCUNRESTRICTED CONTRIBUTION$30,000
BRING ME A BOOK
330 TWIN DOLPHIN DR 101REDWOOD CITYCA94065PCUNRESTRICTED CONTRIBUTION$500
CHILDREN NOW
PO BOX 71655OAKLANDCA94612PCUNRESTRICTED CONTRIBUTION$1,000
COMMUNITY FOUNDATION SILICON VALLEY
60 S MARKET ST STE 1000SAN JOSECA95113PCUNRESTRICTED CONTRIBUTION$25,000
CONGREGATION BETH AM
26700 ARASTRADEROLOS ALTOS HILLSCA94022PCUNRESTRICTED CONTRIBUTION$1,026
CONGREGATION B'NAI B'RITH
1000 SAN ANTONIO CREEK RDSANTA BARBARACA93111PCUNRESTRICTED CONTRIBUTION$2,000
DE ANZA FOOTHILL FOUNDATION
12345 MONTE ROADLOS ALTOS HILLSCA94022PCUNRESTRICTED CONTRIBUTION$15,000
DOS PUEBLOS HIGH SCHOOL
7266 ALAMEDA AVEGOLETACA93117PCUNRESTRICTED CONTRIBUTION$5,000
EDSOURCE
436 14TH ST SUITE 1005OAKLANDCA94612PCUNRESTRICTED CONTRIBUTION$1,000
EL CAMINO HOSPITAL FOUNDATION
2500 GRANT RDMOUNTAIN VIEWCA94040PCUNRESTRICTED CONTRIBUTION$1,000
ELLWOOD ELEMENTARY
7686 HOLLISTER AVEGOLETACA93117PCUNRESTRICTED CONTRIBUTION$10,000
FAIRVIEW GARDENS
598 N FAIRVIEW AVEGOLETACA93117PCUNRESTRICTED CONTRIBUTION$2,500
FRIENDS OF THE GOLETA LIBRARY
PO BOX 635SANTA BARBARACA93116PCUNRESTRICTED CONTRIBUTION$2,500
FUND FOR SANTA BARBARA
26 W ANAPAMU STSANTA BARBARACA93101PCUNRESTRICTED CONTRIBUTION$20,000
FUND FOR SANTA BARBARA
26 W ANAPAMU STSANTA BARBARACA93101PCUNRESTRICTED CONTRIBUTION$20,000
FUTURE LEADERS OF AMERICA
PO BOX 51637OXNARDCA93031PCUNRESTRICTED CONTRIBUTION$20,000
FUTURE LEADERS OF AMERICA
PO BOX 51637OXNARDCA93031PCUNRESTRICTED CONTRIBUTION$20,000
IMMIGRANT LEGAL DEFENSE CENTER
1322 WEBSTER STREET SUITE 300OAKLANDCA94612PCUNRESTRICTED CONTRIBUTION$5,000
INNOVATE PUBLIC SCHOOLS
1400 PARKMOOR AVE SUITE 240SAN JOSECA95126PCUNRESTRICTED CONTRIBUTION$5,000
IV YOUTH PROJECT
6842 PHELPS RDGOLETACA93117PCUNRESTRICTED CONTRIBUTION$2,500
JEWISH FAMILY SERVICES OF SILICON VALLEY
14855 OKA RD 202LOS GATOSCA95032PCUNRESTRICTED CONTRIBUTION$1,000
JUST COMMUNITIES
1528 CHAPALA ST SUITE 308SANTA BARBARACA93101PCUNRESTRICTED CONTRIBUTION$20,000
JUST COMMUNITIES
1528 CHAPALA ST SUITE 308SANTA BARBARACA93101PCUNRESTRICTED CONTRIBUTION$20,000
JUST COMMUNITIES
1528 CHAPALA ST SUITE 308SANTA BARBARACA93101PCUNRESTRICTED CONTRIBUTION$10,000
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110PCUNRESTRICTED CONTRIBUTION$1,000
LEO BAECK TEMPLE
1300 NORTH SEPULVEDA BLVDLOS ANGELESCA90049PCUNRESTRICTED CONTRIBUTION$1,000
LOS ALTOS COMMUNITY FOUNDATION
183 HILLVIEW AVELOS ALTOSCA94022PCUNRESTRICTED CONTRIBUTION$1,000
MEALS ON WHEELS OF WEST LA
PO BOX 241576LOS ANGELESCA90024PCUNRESTRICTED CONTRIBUTION$1,000
MOUNTAIN VIEW ELEMENTARY SCHOOL
5465 QUEEN ANN LNSANTA BARBARACA93111PCUNRESTRICTED CONTRIBUTION$2,500
NEW TEACHER CENTER
725 FRONT ST STE 400SANTA CRUZCA95060PCUNRESTRICTED CONTRIBUTION$30,000
ONE COOL EARTH
PO BOX 150SAN LUIS OBISPOCA93406PCUNRESTRICTED CONTRIBUTION$30,000
OREGON SHAKESPEARE FESTIVEL
15 S POINEER STASHLANDOR97520PCUNRESTRICTED CONTRIBUTION$250
PITZER COLLEGE
1050 N MILLS AVENUECLAREMONTCA91711PCUNRESTRICTED CONTRIBUTION$25,000
PIVOTAL
75 E SANTA CLARA ST SUITE 1450SAN JOSECA95113PCUNRESTRICTED CONTRIBUTION$30,000
PLANNED PARENTHOOD
518 GARDEN STSANTA BARBARACA93101PCUNRESTRICTED CONTRIBUTION$500
POST
860 STILLWATER RDWEST SACRAMENTOCA95605PCUNRESTRICTED CONTRIBUTION$1,000
RANCHO ROMERO
180 HEMME AVEALAMOCA94507PCUNRESTRICTED CONTRIBUTION$2,000
REGISTER TO VOTE
1500 11TH STREETSACRAMENTOCA95814PCUNRESTRICTED CONTRIBUTION$1,000
SANTA BARBARA CITY COLLEGE FOUNDATION
721 CLIFF DRSANTA BARBARACA93109PCUNRESTRICTED CONTRIBUTION$15,000
SANTA BARBARA EDUCATION FOUNDATIONACADEMY FOR SUCCESS
1330 STATE ST SUITE 201SANTA BARBARACA93101PCUNRESTRICTED CONTRIBUTION$20,000
SANTA BARBARA EDUCATION FOUNDATIONACADEMY FOR SUCCESS
1330 STATE ST SUITE 201SANTA BARBARACA93101PCUNRESTRICTED CONTRIBUTION$40,000
SANTA BARBARA FOUNDATION
1111 CHAPALA ST 200SANTA BARBARACA93101PCUNRESTRICTED CONTRIBUTION$20,000
SANTA BARBARA HILLEL
781 EMBARCADERO DEL MARISLA VISTACA93117PCUNRESTRICTED CONTRIBUTION$2,500
SILICON VALLEY SOCIAL VENTURE FUND
350 TWIN DOLPHIN DRIVEREDWOOD CITYCA94065PCUNRESTRICTED CONTRIBUTION$6,000
SILICON VALLEY URBAN DEBATE LEAGUE
502 VALLEY WAYMILPITASCA95035PCUNRESTRICTED CONTRIBUTION$40,000
SLO FOOD BANK
1180 KENDALL RDSAN LUIS OBISPOCA93401PCUNRESTRICTED CONTRIBUTION$2,500
SOBRATO EARLY ACADEMIC LANGUAGE MODEL
555 12TH STREET SUITE 500OAKLANDCA94607PCUNRESTRICTED CONTRIBUTION$40,000
SOMOS MAYFAIR
370B S KING ROADSAN JOSECA95116PCUNRESTRICTED CONTRIBUTION$20,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36014PCUNRESTRICTED CONTRIBUTION$10,000
STANFORD UNIVERSITY SCHOOL OF EDUCATION
485 LAUSEN MALLSTANFORDCA94305PCUNRESTRICTED CONTRIBUTION$5,000
STANFORD UNIVERSITY SCHOOL OF EDUCATION
485 LAUSEN MALLSTANFORDCA94305PCUNRESTRICTED CONTRIBUTION$5,000
STORYTELLER CHILDREN'S CENTER
2115 STATE STSANTA BARBARACA93105PCUNRESTRICTED CONTRIBUTION$1,500
TEEN SUCCESS INC
508 VALLEY WAYMILPITASCA95035PCUNRESTRICTED CONTRIBUTION$15,000
THE DOWNSTREAM PROJECT
303 E MAIN STBERRYVILLEVA22611PCUNRESTRICTED CONTRIBUTION$10,000
THE STANFORD FUND
PO BOX 20466STANFORDCA94309PCUNRESTRICTED CONTRIBUTION$5,000
THE TOWER FOUNDATION - SAN JOSE STATE
1 WASHINGTON SQSAN JOSECA95192PCUNRESTRICTED CONTRIBUTION$15,000
TRANSITION HOUSE
425 E COTA STSANTA BARBARACA93101PCUNRESTRICTED CONTRIBUTION$2,500
TRUE NATURE SOCIETY
35070 HIGHWAY 33MARICOPACA93252PCUNRESTRICTED CONTRIBUTION$2,500
UC REGENTS RESEARCH MENTORSHIP PROGRAM
2214 SAASBSANTA BARBARACA93106PCUNRESTRICTED CONTRIBUTION$10,000
UC SANTA BARBARA FOUNDATION
2517 PHELPS HALLSANTA BARBARACA93106PCUNRESTRICTED CONTRIBUTION$10,000
UCSB GEVIRTZ GRADUATE SCHOOL
1210 CHEADLE HALLSANTA BARBARACA93106PCUNRESTRICTED CONTRIBUTION$21,200
UCSB GEVIRTZ GRADUATE SCHOOL
1210 CHEADLE HALLSANTA BARBARACA93106PCUNRESTRICTED CONTRIBUTION$10,000
VOLUNTEER MATCH
5424 SUNOL BLVD 10 PMB 1164PLEASANTONCA945667705PCUNRESTRICTED CONTRIBUTION$50,000
WILDERNESS YOUTH PROJECT
386 HOLLISTER ST STE DSANTA BARBARACA93111PCUNRESTRICTED CONTRIBUTION$30,000
WILDERNESS YOUTH PROJECT
5386 HOLLISTER ST STE DSANTA BARBARACA93111PCUNRESTRICTED CONTRIBUTION$30,000
WOMEN'S ECONOMIC VENTURES
333 S SALINAS STSANTA BARBARACA93103PCUNRESTRICTED CONTRIBUTION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$946,476TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$178,101ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,330ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,707,367ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,893,859ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,893,859TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$3,312Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK-APPLE COMPUTER INC.$69,011$4,190,652
CORPORATE STOCK-BERKSHIRE HATHAWAY$120,331$1,802,648
CORPORATE STOCK-HOME DEPOT$2,825$1,037,525
CORPORATE STOCK-INVESCO S&P 500$351,917$1,188,075
CORPORATE STOCK-INTEL CORP.$138,937$1,302,950
CORPORATE STOCK-ISHARES RUSSELL 2000 TRUST$249,866$756,330
CORPORATE STOCK-MASTERCARD INC.$104,052$1,437,280
CORPORATE STOCK-MICROSOFT CORPORATION$179,374$3,405,240
CORPORATE STOCK-NESTLE$197,478$378,999
CORPORATE STOCK-NIKE INC$55,360$1,333,360
CORPORATE STOCK-PAYPAL HOLDINGS INC.$34,640$754,320
CORPORATE STOCK-INVESCO QQQ TRUST$245,800$1,989,250
CORPORATE STOCK-TESLA INC$699,267$1,223,751

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUND-VIRTUS FOREIGN OPPORTUNITIES FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$586,762BookValueAmt
EOYFMV$638,693EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$249$0$0
STATE FILING FEES$370$0$0
INVESTMENT EXPENSES$920$0$0
CONFERENCE & TRAVEL$70$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMADISON INTL REAL ESTATE FUNDDesc
Revenue And Expenses Per Books$8,330RevenueAndExpensesPerBooksAmt
Net Investment Income$8,330NetInvestmentIncomeAmt
Adjusted Net Income$8,330AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$6,260BOYBookValueAmt
EOY Book Value$95EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$16,483$0$0
FOREIGN TAX$4,015$0$0

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