VOLENTINE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- VOLENTINE FAMILY FOUNDATION (EIN 77-0203235)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202223139349102512
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T15:22:58-06:00 | 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 | 770203235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOLENTINE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOLE | BusinessNameControlTxt |
| Phone | 8059625719 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST CARRILLO STREET STE B | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD NIGHTINGALE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8059625719 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | NIGHTINGALE | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,797,213 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,913 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,913 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $617,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $616,368 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $48,780 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $48,780 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$15,259 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,028,176 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,816,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,028,176 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,870 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,555 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,715,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,713,792 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $194,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $106,375 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $14,227 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,227 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,712 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,784 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,928 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $292,269 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $291,794 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $475 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,801 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,801 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,657 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,254 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,060 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $62,831 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $48,584 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,098 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,549 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,549 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,323 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,662 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,661 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,396 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,161 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $695,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $516,176 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $140,209 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,230,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,230,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,925,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $516,176 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,370,409 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $790,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,197,616 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $89,697 | CashEOYAmt |
| Cash EOYFMV | $89,697 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $764,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $615,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $615,856 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,335,984 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $434,718 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $935,602 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $901,266 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,498,653 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $22,015,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,938,596 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,361,165 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,135,493 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $403,618 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $760,370 | LandBOYAmt |
| Land EOY | $731,875 | LandEOYAmt |
| Land EOYFMV | $1,227,907 | LandEOYFMVAmt |
| Other Assets BOY | $6,713 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,935 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,935 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,482,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,281,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,797,213 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,545 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16,983 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,545 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,983 | 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 | $24,474,018 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,264,242 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,474,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,264,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,482,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,281,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,474,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $790,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,264,242 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,264,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS #7660 HARDING (DETAIL ON REQUEST) | 2021-01-01 | 2021-12-31 | $147,696 | $103,479 | $44,217 | $44,217 | |
| GOLDMAN SACHS #8452 EQUITIES & FIXED INCOME (DETAIL ON REQUEST) | 2021-01-01 | 2021-12-31 | $979,469 | $909,829 | $69,640 | $69,640 | |
| GOLDMAN SACHS #8718 CORPORATE FIXED INCOME (DETAIL ON REQUEST) | 2021-01-01 | 2021-12-31 | $924,133 | $900,625 | $23,508 | $23,508 | |
| GOLDMAN SACHS #8577 VFF (DETAIL ON REQUEST) | 2021-01-01 | 2021-12-31 | $150,000 | $149,922 | $78 | $78 | |
| GOLDMAN SACHS #8726 (DETAIL ON REQUEST) | 2021-01-01 | 2021-12-31 | $334,896 | $221,147 | $113,749 | $113,749 | |
| GOLDMAN SACHS #9921 (DETAIL ON REQUEST) | 2021-01-01 | 2021-12-31 | $816,179 | $584,681 | $231,498 | $231,498 | |
| GOLDMAN SACHS #9939 (DETAIL ON REQUEST) | 2021-01-01 | 2021-12-31 | $276,848 | $208,409 | $68,439 | $68,439 | |
| MONTECITO BANK & TRUST #8459-00 (DETAIL ON REQUEST) | 2021-01-01 | 2021-12-31 | $1,522,800 | $1,053,573 | $469,227 | $469,227 | |
| MONTECITO BANK & TRUST #8459-01 (DETAIL ON REQUEST) | 2021-01-01 | 2021-12-31 | $266,651 | $268,920 | -$2,269 | -$2,269 | |
| NORTHERN TRUST #4797 (DETAIL ON REQUEST) | 2021-01-01 | 2021-12-31 | $316,455 | $241,479 | $74,976 | $74,976 | |
| NORTHERN TRUST #6783 (DETAIL ON REQUEST) | 2021-01-01 | 2021-12-31 | $159,601 | $138,253 | $21,348 | $21,348 | |
| COST BASIS ADJUSTMENT | 2021-01-01 | 2021-12-31 | $7,841 | -$7,841 | -$7,841 | ||
| NT PRIVATE EQUITY PARTNERSHIP | 2021-01-01 | 2021-12-31 | $707,050 | $707,050 | $707,050 | ||
| CAPITAL GAINS DIVIDENDS | $214,556 | $214,556 | $214,556 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,028,176 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,547 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,547 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,896 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,896 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $174 | EsPenaltyAmt |
| Tax Due | $9,825 | 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 |
| Individual With Books | CLAUDETTE SABIRON | IndividualWithBooksNm |
| Phone | 8059625719 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST CARRILLO STREET | 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 | Yes (1) | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY K POPENHAGEN | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | PRESIDENT | 11.00 | $75,500 | $0 | $2,312 |
| DIANE K HAYES | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 1.00 | $27,500 | $990 | $0 |
| CLAUDETTE SABIRON | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | SECRETARY | 30.00 | $60,500 | $5,804 | $0 |
| CATHERINE MACAULAY | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | TREASURER | 1.00 | $15,500 | $0 | $0 |
| RICHARD A NIGHTINGALE | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | CHIEF FINANCIAL OFFICER | 1.00 | $15,500 | $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 | $30,449,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $732,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,516,770 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,698,531 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,698,531 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $490,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,208,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,610,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,610,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,547 | TotalTaxAmt |
| Distributable Before Adj | $1,579,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,579,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,579,856 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,370,409 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,370,409 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,579,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,359,270 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,370,409 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,359,270 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,139 | 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 | $1,568,717 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VOLENTINE FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 W CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8059625719 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUEST APPLICATION AND APPLICABLE SUPPORTING DOCUMENTATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 20 | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO ORGANIZATIONS OPERATING IN THE FOLLOWING GEOGRAPHICAL AREAS: SANTA BARBARA, CA, MCCOOK, NE AND LOVELAND, CO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGUA FRIA FOOD AND CLOTHING BANK | |||||||
| 405 E HARRISON DR | AVONDALE | AZ | 85323 | NONE | PC | FAMILY SUPPORT SERVICES | $10,500 |
| ANGELS FOSTER CARE OF SANTA BARBARA | |||||||
| 3905 STATE ST STE 7 | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| ASSISTANCE LEAGUE | |||||||
| 1249 VERONICA SPRINGS RD | SANTA BARBARA | CA | 93105 | NONE | PC | SCHOOL BELL PROGRAM | $10,000 |
| BISHOP GARCIA DIEGO HIGH SCHOOL | |||||||
| 4000 LA COLINA RD | SANTA BARBARA | CA | 93110 | NONE | PC | EDUCATION | $2,000 |
| BOYS & GIRLS CLUB OF LARIMER COUNTY | |||||||
| 103 SMOKEY ST | FORT COLLINS | CO | 80525 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| CHILD ABUSE LISTENING MEDIATION | |||||||
| 1236 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $10,000 |
| CANCER CENTER OF SANTA BARBARA | |||||||
| 300 W PUEBLO ST | SANTA BARBARA | CA | 93105 | NONE | PC | HUMAN HEALTH SERVICES | $2,000 |
| CASA OF LARIMER COUNTY | |||||||
| 3105 E HARMONY RD | FORT COLLINS | CO | 80528 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $10,000 |
| CASA OF SANTA BARBARA COUNTY | |||||||
| 118 E FIGUEROA ST | SANTA BARBARA | CA | 93101 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $10,000 |
| CASA SERENA | |||||||
| 1515 BATH ST | SANTA BARBARA | CA | 93101 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $25,000 |
| CHILDREN'S MUSEUM OF SANTA BARBARA (MOXI) | |||||||
| 125 STATE ST | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION | $10,000 |
| CITY OF GOODYEAR | |||||||
| 190 N LITCHFIELD RD | GOODYEAR | AZ | 85338 | NONE | PC | COMMUNITY SUPPORT SERVICES | $5,000 |
| COMMUNITY HOSPITAL HEALTH FOUNDATION | |||||||
| PO BOX 1328 | MCCOOK | NE | 69001 | NONE | PC | HUMAN HEALTH SERVICES | $25,000 |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE | |||||||
| 232 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $21,000 |
| DOMESTIC VIOLENCE SOLUTIONS | |||||||
| PO BOX 3782 | SANTA BARBARA | CA | 93103 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| DOS PUEBLOS LITTLE LEAGUE | |||||||
| PO BOX 8245 | GOLETA | CA | 93118 | NONE | PC | RECREATION AND SPORTS | $3,000 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA ST 304 | SANTA BARBARA | CA | 93101 | NONE | PC | DREAMS FOR SERENITY HOUSE | $5,000 |
| FAMILY SERVICE AGENCY | |||||||
| 123 W GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| FOOD FROM THE HEART | |||||||
| PO BOX 3908 | SANTA BARBARA | CA | 93130 | NONE | PC | FAMILY SUPPORT SERVICES | $20,000 |
| FOODBANK OF SANTA BARBARA | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | FAMILY SUPPORT SERVICES | $25,000 |
| FOUNDATION FOR SBCCCARE | |||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | PC | EDUCATION | $55,000 |
| GIRLS INC | |||||||
| 4973 HOLLISTER AVE | SANTA BARBARA | CA | 93111 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| HABITAT FOR HUMANITY - SB COUNTY | |||||||
| 6860 CORTONA DR A | GOLETA | CA | 93117 | NONE | PC | AFFORDABLE HOME OWNERSHIP | $20,000 |
| HARMONY FOUNDATION INC | |||||||
| 1600 FISH HATCHERY RD | ESTES PARK | CO | 80517 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $24,400 |
| HEARTS & HORSES | |||||||
| 163 N COUNTY RD 29 | LOVELAND | CO | 80537 | NONE | PC | DISABILITY SUPPORT SERVICES | $10,000 |
| HIGHLAND HIGH SCHOOL | |||||||
| 2900 ROYAL SCOTS WAY | BAKERSFIELD | CA | 93306 | NONE | PC | EDUCATION | $7,200 |
| HOSPICE OF SANTA BARBARA INC | |||||||
| 520 W JUNIPERO ST | SANTA BARBARA | CA | 93105 | NONE | PC | HUMAN HEALTH SERVICES | $11,000 |
| HOUSE OF NEIGHBORLY SERVICE | |||||||
| 565 N CLEVELAND AVE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $15,000 |
| JUSTICE HIGH SCHOOL | |||||||
| 805 EXCALIBUR ST | LAFAYETTE | CO | 80026 | NONE | PC | EDUCATION | $7,500 |
| KIDS PACK HOPE AND CHARITY FOR CHILDREN | |||||||
| 3725 FRONTAGE RD NORTH STE 1 | LAKELAND | FL | 33810 | NONE | PC | YOUTH SERVICES | $25,000 |
| LOS PADRES COUNCIL- BSA | |||||||
| 4000 MODOC RD | SANTA BARBARA | CA | 93110 | NONE | PC | YOUTH SUPPORT SERVICES | $25,000 |
| LOVELAND'S COMMUNITY KITCHEN | |||||||
| PO BOX 3033 | LOVELAND | CO | 80539 | NONE | PC | FAMILY SUPPORT SERVICES | $5,850 |
| LOVELAND FOOD BANK | |||||||
| 245 S MADISON AVE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $70,000 |
| LOVELAND HABITAT FOR HUMANITY | |||||||
| 5250 GARFIELD N HWY 287 | LOVELAND | CO | 80538 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| MEALS ON WHEELS LOVELAND & BERTHOUD | |||||||
| 535 N DOUGLAS AVE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $30,000 |
| MEALS ON WHEELS SANTA BARBARA | |||||||
| PO BOX 6099 | SANTA BARBARA | CA | 931606099 | NONE | PC | FAMILY SUPPORT SERVICES | $5,000 |
| NEW BEGINNINGS COUNSELING CENTER | |||||||
| 324 E CARRILLO ST C | SANTA BARBARA | CA | 93101 | NONE | PC | COUNSELNG SERVICES | $20,000 |
| NEW HOUSE | |||||||
| 2434 BATH ST | SANTA BARBARA | CA | 93105 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $15,200 |
| ORGANIC SOUP KITCHEN | |||||||
| 315 MEIGS RD STE A 369 | SANTA BARBARA | CA | 93109 | NONE | PC | COMMUNITY SUPPORT SERVICES | $10,000 |
| PACIFIC PRIDE FOUNDATION | |||||||
| 608 ANACAPA ST | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICES | $10,000 |
| PAGE YOUTH CENTER | |||||||
| 4540 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | EDUCATION | $4,500 |
| PARK SCHOOL DISTRICT RE3 | |||||||
| 1600 MANFORD AVE | ESTES PARK | CO | 80517 | NONE | PC | EDUCATION | $5,400 |
| PARTNERS IN HOUSING SOLUTIONS INC | |||||||
| 210 E CLARK AVE | SANTA MARIA | CA | 93455 | NONE | PC | FAMILY SUPPORT SERVICES | $15,000 |
| PINNACLE CHARTER SCHOOL | |||||||
| 1001 W 84TH AVE | DENVER | CO | 80260 | NONE | PC | EDUCATION | $8,400 |
| POLICE ACTION LEAGUE (PAL) | |||||||
| 222 E ANAPAMU STE 24 | SANTA BARBARA | CA | 93190 | NONE | PC | YOUTH SUPPORT SERVICES | $15,000 |
| PROJECT SELF-SUFFICIENCY | |||||||
| 2001 S SHIELD ST D-203 | FORT COLLINS | CO | 80526 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| RESURRECTION CHRISTIAN SCHOOL | |||||||
| 6508 E CROSS ROADS BLVD | LOVELAND | CO | 80538 | NONE | PC | EDUCATION | $3,600 |
| SALVATION ARMY | |||||||
| PO BOX 6190 | SANTA BARBARA | CA | 93160 | NONE | PC | HOMELESS SUPPORT SERVICES | $16,000 |
| SALVATION ARMY OF LOVELAND | |||||||
| 840 N LINCOLN AVE | LOVELAND | CO | 80537 | NONE | PC | HOMELESS SUPPORT SERVICES | $10,000 |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | |||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | PC | HUMAN HEALTH SERVICES | $23,000 |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL | |||||||
| 1528 CHAPALA ST 203 | SANTA BARBARA | CA | 93101 | NONE | PC | ARTS | $10,000 |
| SANTA BARBARA PUBLIC LIBRARY FOUNDATION | |||||||
| 40 E ANAPAMU ST | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION | $25,000 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | |||||||
| 970 EMBARCADERO DEL MAR | ISLA VISTA | CA | 93117 | NONE | PC | HUMAN HEALTH SERVICES | $30,000 |
| SANTA BARBARA POLICE FOUNDATION | |||||||
| PO BOX 91929 | SANTA BARBARA | CA | 93190 | NONE | PC | COMMUNITY SUPPORT SERVICES | $10,500 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93103 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $15,000 |
| SANTA BARBARA WILDLIFE CARE NETWORK | |||||||
| 1460 N FAIRVIEW AVE | GOLETA | CA | 93117 | NONE | PC | WILDLIFE REHABILITATION | $5,000 |
| SANTA BARBARA YMCA | |||||||
| 36 HITCHCOCK WAY | SANTA BARBARA | CA | 93105 | NONE | PC | RECREATION AND SPORTS | $15,000 |
| SANTA COPS OF LARIMER COUNTY | |||||||
| 2850 MCCLELLAND DR 1000 | FORT COLLINS | CO | 80525 | NONE | PC | YOUTH SUPPORT SERVICES | $2,500 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | PC | EDUCATION | $15,000 |
| ST MARY'S FOOD BANK | |||||||
| 2831 N 31ST AVE | PHOENIX | AZ | 85009 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| STARGATE SCHOOL | |||||||
| 14530 WASHINGTON ST | THORNTON | CO | 80023 | NONE | PC | EDUCATION | $2,700 |
| STORYTELLER | |||||||
| 2115 STATE ST | SANTA BARBARA | CA | 93105 | NONE | PC | EDUCATION | $10,000 |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 3892 STATE ST 220 | SANTA BARBARA | CA | 93105 | NONE | PC | HUMAN HEALTH SERVICES | $4,000 |
| THE MATTHEWS HOUSE | |||||||
| 415 MASON CT 1 | FORT COLLINS | CO | 80524 | NONE | PC | COMMUNITY SUPPORT SERVICES | $15,000 |
| THOMPSON EDUCATION FOUNDATION | |||||||
| 800 S TAFT AVE | LOVELAND | CO | 80537 | NONE | PC | EDUCATION | $5,000 |
| THOMPSON R-2J SCHOOL DISTRICT | |||||||
| 800 S TAFT AVE | LOVELAND | CO | 80537 | NONE | PC | EDUCATION | $15,000 |
| TRANSITION HOUSE | |||||||
| 425 E COTA ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $30,000 |
| UCSB FOUNDATION | |||||||
| 1210 CHEADLE HALL | SANTA BARBARA | CA | 93106 | NONE | PC | GUARDIAN SCHOLARS PROGRAM | $10,000 |
| UNITED BOYS & GIRLS CLUB OF SANTA BARBARA | |||||||
| 5701 HOLLISTER AVE | GOLETA | CA | 93116 | NONE | PC | YOUTH SUPPORT SERVICES | $70,000 |
| UNITED WAY OF SANTA BARBARA | |||||||
| 320 E GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICES | $25,000 |
| UNITY SHOPPE | |||||||
| 1236 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $60,000 |
| UNIVERSITY OF NORTH GEORGIA FOUNDATION | |||||||
| PO BOX 1599 | DAHLONEGA | GA | 30533 | NONE | PC | EDUCATION | $1,000 |
| VNA HEALTH FOUNDATION | |||||||
| 509 E MONTECITO ST STE 100 | SANTA BARBARA | CA | 93103 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 |
| VITAMIN ANGELS | |||||||
| 111 W MICHELTORENA ST 300 | SANTA BARBARA | CA | 93140 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 |
| WELD COUNTY SCHOOL DISTRICT | |||||||
| 14827 WELD COUNTY RD 42 | GILCREST | CO | 80623 | NONE | PC | EDUCATION | $42,100 |
| WINDSOR HIGH SCHOOL | |||||||
| 900 MAIN ST | WINDSOR | CO | 80550 | NONE | PC | EDUCATION | $1,500 |
| WINDSOR SCHOOL DISTRICT | |||||||
| 1020 MAIN ST | WINDSOR | CO | 80550 | NONE | PC | EDUCATION | $1,350 |
| WOMEN'S ECONOMIC VENTURES | |||||||
| 333 S SALINAS ST | SANTA BARBARA | CA | 93103 | NONE | PC | COMMUNITY SUPPORT SERVICES | $19,000 |
| YOUNG LIFE | |||||||
| 123 W PADRE ST 3 | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| YOUTH AND FAMILY SERVICES YMCA | |||||||
| 105 E CARRILLO ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY PROGRAMS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,230,200 | 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 | $1,913 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $617,168 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$15,259 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $19,870 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,028,176 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,651,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,651,868 | 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 | DAMITZ, BROOKS, NIGTHINGALE, ET AL | CategoryTxt |
| Amt | $23,712 | Amt |
| Net Investment Income | $17,784 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,928 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2001-12-20 | $752,332 | $342,564 | SL | 39.000000000000 | $19,291 | $0 |
| LAND | 2001-12-20 | $112,418 | L | $0 | $0 | ||
| FMV IN EXCESS OF BASIS | 2001-12-20 | $60,000 | L | $0 | $0 | ||
| FOUNDATION OFFICE CHAIRS | 2004-02-17 | $3,507 | $3,507 | 200DB | 7.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2004-02-24 | $4,254 | $4,254 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2005-10-27 | $2,353 | $2,287 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2006-04-30 | $1,540 | $1,540 | 200DB | 7.000000000000 | $0 | $0 |
| HP LASER JET P3015 | 2011-01-03 | $795 | $795 | SL | 5.000000000000 | $0 | $0 |
| HP LASER JET P3015 | 2011-06-30 | $630 | $630 | SL | 5.000000000000 | $0 | $0 |
| BUILDING REMODEL | 2012-07-01 | $892,939 | $194,616 | SL | 39.000000000000 | $22,896 | $0 |
| DESK | 2012-01-25 | $10,364 | $10,364 | SL | 5.000000000000 | $0 | $0 |
| BUILDING REMODEL | 2013-07-01 | $30,678 | $5,902 | SL | 39.000000000000 | $787 | $0 |
| REMOVABLE WALL | 2013-07-01 | $19,855 | $9,930 | SL | 15.000000000000 | $1,324 | $0 |
| BUILDING REMODEL | 2015-07-01 | $51,305 | $7,238 | SL | 39.000000000000 | $1,316 | $0 |
| BUILDING | 2001-12-20 | $335,168 | $169,800 | SL | 39.000000000000 | $8,594 | $0 |
| LAND | 2001-12-20 | $50,082 | L | $0 | $0 | ||
| ELECTRICAL RECONFIGURATION | 2014-09-30 | $5,512 | $881 | SL | 39.000000000000 | $141 | $0 |
| DELL OFFICE COMPUTER | 2014-12-15 | $2,594 | $2,594 | SL | 5.000000000000 | $0 | $0 |
| COPIER | 2014-06-06 | $1,101 | $1,101 | SL | 5.000000000000 | $0 | $0 |
| KEYLESS LOCKING SYSTEM | 2016-07-12 | $8,334 | $2,502 | SL | 15.000000000000 | $556 | $0 |
| BUILDING REMODEL | 2016-11-09 | $19,546 | $2,088 | SL | 39.000000000000 | $501 | $0 |
| HID ACCESS CONTROL SYSTEM | 2018-04-05 | $10,390 | $1,906 | SL | 15.000000000000 | $693 | $0 |
| CARPET | 2018-03-19 | $2,560 | $1,408 | SL | 5.000000000000 | $512 | $0 |
| MAILBOX | 2018-11-29 | $10,938 | $4,558 | SL | 5.000000000000 | $2,188 | $0 |
| ROOF | 2019-09-17 | $35,443 | $1,136 | SL | 39.000000000000 | $909 | $0 |
| AIR CONDITIONING UNITS | 2019-09-18 | $46,845 | $3,904 | SL | 15.000000000000 | $3,123 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART VII-B, LINE 1A(3): | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION UTILIZES THE SERVICES OF THE CPA FIRM H&B(FORMERLY DAMITZ,BROOKS, NIGHTINGALE, TURNER & MORRISSET) FOR TAX RETURN AND ACCOUNTING SERVICES; MS. MACAULAY IS A PARTNEROF THE ACCOUNTING FIRM AND A TREASURER OF THE FOUNDATION.FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL ANDCUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY. | MediumExplanationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $608,290 | $285,646 | $322,644 | $542,231 |
| LAND | $115,700 | $0 | $115,700 | $194,444 |
| REMODEL | $571,369 | $131,961 | $439,408 | $738,464 |
| FURNITURE AND FIXTURES | $40,625 | $17,111 | $23,514 | $23,514 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST #797 | AT COST | $3,001,211 | $3,724,838 |
| NORTHERN TRUST- HEDGE FUNDS | AT COST | $1,000,001 | $1,075,152 |
| NORTHERN TRUST- PRIVATE EQUITY FUND | AT COST | $133,411 | $520,259 |
| NORTHERN TRUST- PRIVATE EQUITY CORE FUND | AT COST | $1,329,315 | $2,943,901 |
| MINERAL INTEREST - WATERFLOOD | AT COST | $10,025 | $10,025 |
| MINERAL INTEREST - ACKMAN | AT COST | $360 | $360 |
| GOLDMAN SACHS #7660 | AT COST | $702,590 | $1,082,673 |
| GOLDMAN SACHS #8452 | AT COST | $3,717,078 | $6,403,153 |
| GOLDMAN SACHS #8718 | AT COST | $2,713,265 | $2,755,652 |
| GOLDMAN SACHS #8726 | AT COST | $496,171 | $782,952 |
| MONTECITO BANK & TRUST #8459-00 | AT COST | $2,835,886 | $4,583,076 |
| MONTECITO BANK & TRUST #8459-01 | AT COST | $1,351,150 | $1,386,912 |
| GOLDMAN SACHS #9921 | AT COST | $830,795 | $1,069,712 |
| GOLDMAN SACHS #9939 | AT COST | $642,813 | $912,433 |
| NORTHERN TRUST- COMMODITIES | AT COST | $977,607 | $1,120,489 |
| NORTHERN TRUST- REAL ESTATE FUNDS | AT COST | $1,752,073 | $2,124,094 |
| NORTHERN TRUST #783 | AT COST | $340,051 | $469,389 |
| NORTHERN TRUST- PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND IV (OFFSHORE), L | AT COST | $76,500 | $273,227 |
| GOLDMAN SACHS #8452 - PARNASSUS CORE EQUITY | AT COST | $500,000 | $544,666 |
| MFB NORTHERN FDS U.S. QUALITY ESG FUND | AT COST | $528,294 | $578,202 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND FIXTURES | $38,584 | $35,538 | $3,046 | $3,046 |
| REMODEL | $428,611 | $104,405 | $324,206 | $544,856 |
| BUILDING | $561,498 | $263,675 | $297,823 | $500,518 |
| LAND | $106,800 | $0 | $106,800 | $179,487 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE COMMISSIONS | Desc |
| BOY Book Value | $6,713 | BOYBookValueAmt |
| EOY Book Value | $3,935 | EOYBookValueAmt |
| EOYFMV | $3,935 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $8,959 | $2,533 | $5,435 |
| AUTO EXPENSE | $836 | $418 | $418 |
| MISCELLANEOUS INVESTMENT EXPENSES | $8,434 | $8,434 | $0 |
| OFFICE EXPENSE | $4,616 | $2,308 | $2,308 |
| RENTAL EXPENSES | $29,703 | $29,703 | $0 |
| PARTNERSHIP PASSTHROUGH- NON-DEDUCTIBLE EXPENSES | $517 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME - MINERAL INTERESTS | $2,640 | $2,640 | $2,640 |
| PARTNERSHIP PASSTHROUGH- ORDINARY INCOME | $12,056 | $12,056 | $12,056 |
| MISCELLANEOUS INCOME | $3,859 | $3,859 | $3,859 |
| PARTNERSHIP PASSTHROUGH- TAX EXEMPT INCOME | $1,315 | $0 | $1,315 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | $332 | $0 |
| PAYROLL TAXES PAYABLE | $5,213 | $5,387 |
| SECURITY DEPOSITS | $3,000 | $3,000 |
| NT WM ALTSS TPG RISE CLIMATE ONSHORE FEEDER - NEGATIVE CAPITAL ACCOUNT | $0 | $8,596 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $291,319 | $291,319 | $0 |
| CONSULTING | $950 | $475 | $475 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $96 | $0 | $96 |
| PAYROLL TAXES | $9,297 | $4,331 | $4,966 |
| REAL ESTATE TAXES | $9,997 | $4,999 | $4,998 |
| FOREIGN TAXES ON INVESTMENT INCOME | $3,835 | $3,835 | $0 |
| MINERAL TAX | $89 | $89 | $0 |
| FEDERAL UBIT | $5,780 | $0 | $0 |
| CALIFORNIA UBIT | $5,563 | $0 | $0 |
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