LOPKER FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: LOPKER FAMILY FOUNDATION (EIN 77-0448078)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-05-11
IRS object ID: 202101319349103135
Schema version: 2020v4.1
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
Distribution From Corpus Election
General Explanation Attachment
Investments Corp Stock Schedule
Investments Land Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Taxes Schedule
Transfers To Controlled Entities

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-11T19:50:39-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	770076647	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DAMITZ BROOKS NIGHTINGALE	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	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770448078	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PAM LOPKER	PersonNm
Person Title	PRESIDENT/CEO	PersonTitleTxt
Phone	8055654249	PhoneNum
Signature	2021-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	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	$26,433,310	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	$17	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$17	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$117,496	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$117,496	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$109,934	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$109,934	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	$5,086	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$653,845	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,688,590	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,288,543	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$881,292	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,515,990	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$42,576	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$10,644	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$31,932	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$104	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$52	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$52	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$8,329	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,247	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$2,082	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$16,987	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$854	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$2,649	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$33,757	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$33,757	DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss	$72,287	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$71,424	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$863	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$174,040	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$122,978	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$37,578	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$882,515	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$882,515	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,056,555	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$122,978	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$920,093	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$175,263	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,393,012	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$64,825	CashBOYAmt
Cash EOY	$16,857	CashEOYAmt
Cash EOYFMV	$16,857	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$139,415	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$96,050	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$96,050	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$20,793,467	CorporateStockBOYAmt
Corporate Stock EOY	$24,415,081	CorporateStockEOYAmt
Corporate Stock EOYFMV	$24,415,081	CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis	$1,905,322	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$112,523	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$1,750,211	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$1,792,799	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$1,905,322	LandBldgInvestmentsEOYFMVAmt
Total Assets BOY	$22,747,918	TotalAssetsBOYAmt
Total Assets EOY	$26,320,787	TotalAssetsEOYAmt
Total Assets EOYFMV	$26,433,310	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$8,850	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$5,650	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$8,850	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$5,650	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$22,739,068	RetainedEarningBOYAmt
Retained Earning EOY	$26,315,137	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$22,739,068	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$26,315,137	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$22,747,918	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$26,320,787	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$22,739,068	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$175,263	ExcessRevenueOverExpensesAmt
Other Increases	$3,751,332	OtherIncreasesAmt
Subtotal	$26,315,137	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$26,315,137	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
QAD INC	2020-01-01	2020-12-31	$1,288,590	$47	$1,288,543	$1,288,543
VANGUARD TREASURY MONEY MARKET	2020-10-26	2020-11-03	$400,000	$400,000	$0	$0

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,288,543	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$19,363	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$19,363	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$19,363	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$11,200	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$11,200	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$8,163	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	Yes (1)	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ANITA BLAKEMORE	IndividualWithBooksNm
Phone	8058865695	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
PAMELA M LOPKER
100 INNOVATION PLACE	SANTA BARBARA	CA	93108	PRESIDENT/CEO	0.00	$0	$0	$0
KARL BO LOPKER
100 INNOVATION PLACE	SANTA BARBARA	CA	93108	SECRETARY	0.00	$0	$0	$0
JULIANA L LOPKER
100 INNOVATION PLACE	SANTA BARBARA	CA	93108	CFO	0.00	$0	$0	$0
ANITA H BLAKEMORE
100 INNOVATION PLACE	SANTA BARBARA	CA	93108	TREASURER	1.00	$42,576	$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	$18,357,527	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$451,329	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,905,322	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$20,714,178	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$20,714,178	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$310,713	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$20,403,465	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,020,173	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,020,173	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$19,363	TaxBasedOnInvestmentIncomeAmt
Total Tax	$19,363	TotalTaxAmt
Distributable Before Adj	$1,000,810	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,000,810	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,000,810	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$920,093	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$920,093	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$920,093	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,000,810	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$30,762	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$45,642	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$60,757	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$137,161	TotalExcessDistributionCyovAmt
Qualifying Distributions	$920,093	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$920,093	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$80,717	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$80,717	ExcessDistributionCyovAppCYAmt
Total Corpus	$56,444	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$56,444	ExcessDistriCyovToNextYrAmt
Excess From Year1	$56,444	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

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

Recipient US Address RecipientUSAddress

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

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
867 VIA ABAJO	SANTA BARBARA	CA	93110	NONE	PC	IM FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$2,850
CAL MATTERS
1017 L STREET 261	SACRAMENTO	CA	95814	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$500
DIRECT RELIEF INTERNATIONAL
27 SOUTH LA PATERA LANE	SANTA BARBARA	CA	93117	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$10,000
DON BOSCO TECH
1151 SAN GABRIEL BOULEVARD	ROSEMEAD	CA	91770	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$300,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREET	MONTGOMERY	AL	36104	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$20,000
FAMILIES WITH A FUTURE
558 CAPP STREET	SAN FRANCISCO	CA	94110	NONE	PC	PRISONER ADVOCACY NETWORK	$10,000
FOOD FROM THE HEART
PO BOX 3908	SANTA BARBARA	CA	93130	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$500
FOUNDATION FOR SBCC
721 CLIFF DRIVE	SANTA BARBARA	CA	93109	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$5,000
FOUNDATION FOR SBHS
PO BOX 158	SANTA BARBARA	CA	93102	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$25,000
GIVE WELL
1714 FRANKLIN STREET 100335	OAKLAND	CA	94612	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$20,000
GRANADA THEATER - SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC
1214 STATE STREET	SANTA BARBARA	CA	93101	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$10,000
KINDERING
16120 NORTH EAST 8TH STREET	BELLEVUE	WA	98008	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$5,000
MAPS
1115 MISSION STREET	SANTA CRUZ	CA	95060	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$15,000
MISSISSIPPI VALLEY STATE UNIVERSITY
14000 HWY 82	ITTA BENA	MS	38941	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$1,000
MONTECITO COMMUNITY FOUNDATION
PO BOX 5001	SANTA BARBARA	CA	93150	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$500
MOXI - THE WOLF MUSEUM
PO BOX 4808	SANTA BARBARA	CA	93140	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$20,000
NO MORE DEATHS
PO BOX 40782	TUCSON	AZ	85717	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$5,000
ROCKY MOUNTAIN WOLF PROJECT
PO BOX 913	DENVER	CO	80201	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$10,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREET	SAN FRANCISCO	CA	94103	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$10,000
SAVE THE REDWOODS
111 SUTTER STREET 11TH FLOOR	SAN FRANCISCO	CA	94104	NONE	PC	PROJECT ALDER CREEK	$10,000
SBHS COMPUTER SCIENCE ACADEMY FOUNDATION
PO BOX 60354	SANTA BARBARA	CA	93160	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$2,000
SCHOLARSHIP FOUNDATION OF SB
PO BOX 3620	SANTA BARBARA	CA	93130	NONE	PC	KARL LOPKER MEMORIAL FUND, DEPENDANTS OF QAD EMPLOYEES	$200,000
SHOWERS OF BLESSING
PO BOX 1135	GOLETA	CA	93116	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$1,000
ST CATHERINE BY THE SEA
1931 POLI SREET	VENTURA	CA	93003	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$165
THE GREATER CONTRIBUTION
3096 APACHE CIRCLE	THOUSAND OAKS	CA	93013	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$500
UCSB FOUNDATION
UNIVERSITY OF CALIFORNIA	SANTA BARBARA	CA	93106	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$50,000
UNITY SHOPPE INC
110 WEST SOLA STREET	SANTA BARBARA	CA	93131	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$3,000
UNIVERSITY OF CALIFORNIA MERCED
5200 NORTH LAKE ROAD	MERCED	CA	95343	NONE	PC	MATH DEPARTMENT	$10,000
UNIVERSITY OF WASHINGTON FOUNDATION
PO BOX 359505	SEATTLE	WA	98195	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$135,000
WIKIMEDIA FOUNDATION INC
PO BOX 98204	WASHINGTON	DC	20090	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$882,515	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	$17	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$117,496	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$5,086	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$653,845	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$776,444	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$776,444	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, NIGHTINGALE, TURNER & MORRISSET	CategoryTxt
Amt	$8,329	Amt
Net Investment Income	$6,247	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,082	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Computation MethodComputationMethodTxt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt	Prior Year DepreciationPriorYearDepreciationAmt	LifeLifeRt
LAND	2017-08-29	$900,667	L	$0	$0
BUILDING	2017-08-29	$900,668	SL	$32,752	$32,752	$76,421	27.500000000000
ROOF	2017-08-29	$27,642	SL	$1,005	$1,005	$2,345	27.500000000000
REMODEL - UNIT #5	2020-12-31	$76,345	NC	$0	$0		27.500000000000

Distribution From Corpus Election DistributionFromCorpusElection

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

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxt	Form And Line ReferenceFormAndLineReferenceDesc	Medium ExplanationMediumExplanationTxt
OWNERSHIP OF CONTROLLED ENTITY	PART VII-A, LINE 11	THE LOPKER FAMILY FOUNDATION HOLDS 100% OF 1620 GARDEN STREET, LLC, EIN #85-3295277. ASSETS TRANSFERRED ARE A MULTI-UNIT RESIDENTIAL RENTAL PROPERTY LOCATED AT 1620 GARDEN STREET, SANTA BARBARA, CA WITH A PURCHASE PRICE OF $1,905,322 AND CASH OF $10,000.
EXPLANATION OF PAYMENTS	FORM 990-PF - PART VII-B, LINE 1A(4)	THE FOUNDATION UTILIZES THE SERVICES OF THE FIRM BLAKEMORE CONSTRUCTION & ELECTRIC INC. FOR REPAIRS, REMODELING AND GENERAL MAINTENANCE OF THE RENTAL PROPERTY. MR JASON BLAKEMORE IS THE PRINCIPAL OF THE COMPANY AND THE SPOUSE OF ANITA BLAKEMORE, TREASURER OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	QAD, INC. COMMON	StockNm
EOY Book Value	$24,415,081	EOYBookValueAmt
EOYFMV	$24,415,081	EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
LAND	$900,667	$0	$900,667
BUILDING	$900,668	$109,173	$791,495
ROOF	$27,642	$3,350	$24,292
REMODEL - UNIT #5	$76,345	$0	$76,345

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	PRICE, POSTEL & PARMA	CategoryTxt
Legal Fees	$104	LegalFeesAmt
Net Investment Income	$52	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$52	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES	$30	$30	$0
RENTAL EXPENSES	$71,091	$71,091	$0
OFFICE EXPENSE	$47	$23	$24
PAYROLL PROCESSING	$1,119	$280	$839

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON MARKETABLE SECURITIES	Desc
Amt	$3,751,332	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	SECURITY DEPOSIT - 1620 GARDEN	Desc
BOY Book Value	$8,850	BOYBookValueAmt
EOY Book Value	$5,650	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$3,418	$854	$2,564
CA ATTORNEY GENERAL FILING FEE	$75	$0	$75
STATE FILING FEES	$10	$0	$10
FEDERAL EXCISE TAXES	$13,484	$0	$0

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	DescDesc	AmtAmt
1620 GARDEN STREET LLC
100 INNOVATION PL	SANTA BARBARA	CA	93108	853295277	RENTAL PROPERTY: BUILDING AND LAND: NET BOOK VALUE	$1,792,799
1620 GARDEN STREET LLC
100 INNOVATION PL	SANTA BARBARA	CA	93108	853295277	CASH	$10,000

Field	Value	IRS element (for citing)
Total	$1,802,799	TotalAmt