AUDACIOUS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AUDACIOUS FOUNDATION (EIN 47-4602068)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-14
- IRS object ID
- 202242879349100124
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-14T16:24:06-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272087941 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA PETERSEN & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 92202 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931902202 | 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 | 474602068 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUDACIOUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AUDA | BusinessNameControlTxt |
| Phone | 8055642186 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91340 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931901340 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE BROZOWSKI | PersonNm |
| Person Title | PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 8055642186 | PhoneNum |
| Signature | 2022-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CATHERINE | PersonFirstNm |
| Person Last | BROZOWSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA R PETERSEN | PreparerPersonNm |
| PTIN | P01072423 | PTIN |
| Phone | 8056948331 | PhoneNum |
| Preparation | 2022-10-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $7,254,340 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $430,342 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $154,265 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,265 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $495,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $500,037 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $700 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $700 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,080,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,965 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,154 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $130,154 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,888 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $7,888 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $71,177 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $71,177 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $385 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $385 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,511 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,628 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,883 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,183 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,183 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,686 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,686 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $8,179 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $5,178 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $5,178 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,240 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,240 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,620 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $27,620 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $284,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $264,708 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,122 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,622 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $493,323 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $466,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $586,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,651 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $122,209 | CashBOYAmt |
| Cash EOY | $277,594 | CashEOYAmt |
| Cash EOYFMV | $277,594 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $199,953 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $348,219 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $348,219 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $15,618 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,344 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $15,618 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $15,618 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $30,529 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,561 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,561 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,699,889 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,359,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,359,217 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $242,148 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $242,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $242,148 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,915 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,932 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $14,129 | LandBOYAmt |
| Land EOY | $983 | LandEOYAmt |
| Land EOYFMV | $983 | LandEOYFMVAmt |
| Total Assets BOY | $6,317,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,254,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,254,340 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $33,189 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $216 | AccountsPayableEOYAmt |
| Grants Payable BOY | $40,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $27,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $73,189 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,716 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,244,012 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,226,624 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,244,012 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,226,624 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,317,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,254,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,244,012 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $586,998 | ExcessRevenueOverExpensesAmt |
| Other Increases | $395,614 | OtherIncreasesAmt |
| Subtotal | $7,226,624 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,226,624 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,997 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,997 | SubtotalAmt |
| Tax Based On Investment Income | $1,997 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,371 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,371 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,374 | OverpaymentAmt |
| Applied To ES Tax | $4,374 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.AUDACIOUSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CATHERINE BROZOWSKI | IndividualWithBooksNm |
| Phone | 8055642186 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91340 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL J ORFALEA | ||||||||
| PO BOX 91340 | SANTA BARBARA | CA | 93190 | CHAIR/TREASU | 5.00 | $0 | $0 | $0 |
| CATHERINE BROZOWSKI | ||||||||
| PO BOX 91340 | SANTA BARBARA | CA | 93190 | PRESIDENT/SE | 25.00 | $130,154 | $18,363 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,888,477 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $358,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $242,147 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,489,189 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,489,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,391,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $319,593 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $319,593 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,997 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,997 | TotalTaxAmt |
| Distributable Before Adj | $317,596 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $317,596 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $317,596 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $466,330 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $466,330 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,596 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,369,095 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,938,049 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,106,172 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,955,771 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $412,676 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,781,763 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $466,330 | QualifyingDistributionsAmt |
| Applied To Current Year | $317,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $148,734 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,930,497 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,369,095 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,561,402 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,938,049 | ExcessFromYear4Amt |
| Excess From Year3 | $2,106,172 | ExcessFromYear3Amt |
| Excess From Year2 | $3,955,771 | ExcessFromYear2Amt |
| Excess From Year1 | $412,676 | ExcessFromYear1Amt |
| Excess From Current Year | $148,734 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL ORFALEA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIKEVENTURA | ||||||
| 490 N VENTURA AVE | VENTURA | CA | 93001 | 501(C)3 | IN-SCHOOL BICYCLE SAFETY EDUCATION T | $20,832 |
| CHANNEL ISLANDS YMCA | ||||||
| 105 E CARRILLO ST | SANTA BARBARA | CA | 93101 | 501(C)3 | 2021 SUMMER SWIM LESSONS FOR LOW-INC | $5,000 |
| DESIGNING JUSTICE DESIGNING SPACE | ||||||
| 2744 EAST 11TH STREETUNIT | OAKLAND | CA | 94601 | 501(C)3 | HIVE PROJECT IN RICHMOND, VA | $22,000 |
| EPIC LEADERSHIP CENTER | ||||||
| PO BOX 3252 | VENTURA | CA | 93003 | 501(C)3 | WHOLE CHILD ACTIVITIES FOR YOUTH FRO | $4,000 |
| FUND FOR SANTA BARBARA INC | ||||||
| PO BOX 90710 | SANTA BARBARA | CA | 93190 | 501(C)3 | SUPPORT FOR NPRN (NONPROFIT RESOURCE | $10,000 |
| HOLY CROSS SCHOOL | ||||||
| 211 E MAIN STREET | VENTURA | CA | 93001 | 501(C)3 | IN-KIND LIFE SIZE CHESS SET AND COMM | $939 |
| NOTRE DAME SCHOOL | ||||||
| 33 E MICHELTORENA STREET | SANTA BARBARA | CA | 93101 | 501(C)3 | IN-KIND LIFE SIZE CHESS SET FOR THE | $440 |
| OUR LADY OF GUADALUPE SCHOOL | ||||||
| 530 N JUANITA AVE | OXNARD | CA | 93030 | 501(C)3 | IN-KIND LIFE SIZE CHESS SET FOR THE | $479 |
| SANTA BARBARA BUCKET BRIGADE | ||||||
| PO BOX 50640 | SANTA BARBARA | CA | 93150 | 501(C)3 | WALK MONTECITO PEDESTRIAN ACCESS TO | $50,000 |
| SANTA BARBARA DANCE INSTITUTE | ||||||
| 1330 STATE STREET SUITE | SANTA BARBARA | CA | 93101 | 501(C)3 | DRUMMING FOR RHYTHM AND TIMING PROGR | $4,500 |
| SANTA BARBARA DANCE INSTITUTE | ||||||
| 1330 STATE STREET SUITE | SANTA BARBARA | CA | 93101 | 501(C)3 | DRUMMING FOR RHYTHM AND TIMING PROGR | $4,800 |
| SANTA BARBARA FOUNDATION | ||||||
| 1111 CHAPALA STREET | SANTA BARBARA | CA | 93102 | 501(C)3 | 2021 PARTNERSHIP FOR EXCELLENCE SPON | $1,000 |
| SANTA BARBARA FOUNDATION | ||||||
| 1111 CHAPALA STREET | SANTA BARBARA | CA | 93101 | 501(C)3 | SCHOOL WELLNESS SUMMIT FOR 2021-2022 | $3,000 |
| SANTA BARBARA MIDDLE SCHOOL | ||||||
| 1321 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 93103 | 501(C)3 | SBMS SCHOLARSHIP FUND: INVESTING IN | $74,760 |
| ST RAPHAEL ELEMENTARY SCHOOL | ||||||
| 160 ST JOSEPH STREET | SANTA BARBARA | CA | 93111 | 501(C)3 | IN-KIND GIFT OF LIFE SIZE CHESS SET | $487 |
| THE FOUNDATION ROUNDTABLE | ||||||
| PO BOX 60157 | SANTA BARBARA | CA | 93160 | 501(C)3 | DUES FOR 2021 | $1,000 |
| UNITED BOYS AND GIRLS CLUBS OF GREA | ||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | 501(C)3 | LOW-INCOME STUDENTS TO HAVE ACCESS T | $20,000 |
| (no name) | ||||||
| -$27,438 | ||||||
| WILDERNESS YOUTH PROJECT - REACH | ||||||
| 5386 HOLLISTER AVE | SANTA BARBARA | CA | 93111 | 501C3 | IN KIND BOOKS FOR REACH PROGRAM | $821 |
| (no name) | ||||||
| 501C3 | DONATED RV - LOUD PROGRAM | $5,002 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,622 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUND FOR SANTA BARBARA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1219 STATE STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501C3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT FOR NPRN | GrantOrContributionPurposeTxt |
| Amt | $7,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,265 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $495,014 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $700 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154,965 | ExclusionAmt |
| Related Or Exempt Function Incm | $495,014 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $649,979 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| NATALIE ORFALEA FOUNDATION | ||||||
| 1 | PO BOX 955 | SUMMERLAND | CA | 930670955 | $28,942 | Yes (X) |
| PAUL ORFALEA | ||||||
| 2 | PO BOX 91340 | SANTA BARBARA | CA | 93190 | $401,400 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,511 | Amt |
| Net Investment Income | $4,628 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,883 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| KINO GAFFER KITS & ACCESSORIES | 2016-02-02 | $9,521 | $9,362 | S/L | 5.0000 | $159 |
| LAPTOP FOR CATHERINE | 2017-03-16 | $3,127 | $2,371 | S/L | 5.0000 | $626 |
| 2009 28' MAJESTIC RV | 2017-09-01 | $32,697 | $21,798 | S/L | 5.0000 | $6,539 |
| LOUD RV WRAP | 2018-04-17 | $2,485 | $1,325 | S/L | 5.0000 | $497 |
| LENOVO THINKPAD FOR CB | 2019-12-06 | $1,788 | $387 | S/L | 5.0000 | $358 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Total NetTotalNetAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| KINO GAFFER KITS & ACCESSORIES | 2016-02 | PURCHASE | 2021-12 | $9,521 | $9,521 | ||
| 2009 28' MAJESTIC RV | 2017-09 | PURCHASE | 2021-12 | $32,697 | $28,337 | -$4,360 | |
| LOUD RV WRAP | 2018-04 | PURCHASE | 2021-12 | $2,485 | $1,822 | -$663 | |
| VARIOUS SECURITIES - SHORT TERM | 2021-01 | PURCHASE | 2021-12 | $271,535 | $271,535 | ||
| VARIOUS SECURITIES - LONG TERM | 2020-01 | PURCHASE | 2021-12 | $228,502 | $228,502 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE SECURITIES | StockNm |
| EOY Book Value | $6,359,217 | EOYBookValueAmt |
| EOYFMV | $6,359,217 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COURSEBASE, LLC | FMV | $149,400 | $149,400 |
| 1601 STATE STREET HOTEL | FMV | $92,748 | $92,748 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $4,915 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,932 | AccumulatedDepreciationAmt |
| Book Value | $983 | BookValueAmt |
| EOYFMV | $983 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $385 | LegalFeesAmt |
| Disbursements Charitable Prps | $385 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES/EQUIPMENT | $1,811 | $1,811 |
| COMPUTER/DATABASE | $7,148 | $7,148 |
| OTHER EXPENSES | $9 | $9 |
| WEBSITE | $1,650 | $1,650 |
| INSURANCE | $7,761 | $7,761 |
| LOUD PROGRAM EXPENSES | $220 | $220 |
| GIFTS GIVEN | $2,411 | $2,411 |
| PAYROLL FEES | $5,037 | $5,037 |
| WORKERS COMPENSATION | $1,573 | $1,573 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Revenue And Expenses Per Books | $700 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $395,614 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOUD CONSULTANTS | CategoryTxt |
| Amt | $1,183 | Amt |
| Disbursements Charitable Prps | $1,183 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | CategoryTxt |
| Amt | $6,686 | Amt |
| Net Investment Income | $6,686 | NetInvestmentIncomeAmt |
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