AUDACIOUS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AUDACIOUS FOUNDATION (EIN 47-4602068)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-09
- IRS object ID
- 202111909349100901
- Schema version
- 2020v4.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-09T13:56:27-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-07-09 | 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 | 2021-07-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $6,317,201 | 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 | $796,383 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $74,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $101,088 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$30,240 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$30,240 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $812,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,383 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $117,279 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $126,699 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $126,699 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $84,007 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,007 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,438 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,438 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,304 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,826 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,304 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,306 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $59,306 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,646 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $5,801 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $5,801 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,269 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,269 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $42,347 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $470,096 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,826 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $342,171 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $366,704 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $326,704 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $836,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,826 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $668,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $538,058 | CashBOYAmt |
| Cash EOY | $122,209 | CashEOYAmt |
| Cash EOYFMV | $122,209 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $522,900 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,953 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,953 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,344 | AcctRcvblAmt |
| Acct Rcvbl EOY | $8,344 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,344 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $155,358 | PledgesRcvblBOYAmt |
| Prepaid Expenses BOY | $27,855 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $30,529 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $30,529 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,707,348 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,699,889 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,699,889 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $273,259 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $242,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $242,148 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $49,617 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,488 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $27,354 | LandBOYAmt |
| Land EOY | $14,129 | LandEOYAmt |
| Land EOYFMV | $14,129 | LandEOYFMVAmt |
| Total Assets BOY | $5,252,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,317,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,317,201 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,769 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $33,189 | AccountsPayableEOYAmt |
| Grants Payable BOY | $367,692 | GrantsPayableBOYAmt |
| Grants Payable EOY | $40,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $402,461 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,189 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,699,671 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,244,012 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $150,000 | DonorRstrNetAssetsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,849,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,244,012 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,252,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,317,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,849,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,162 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,418,503 | OtherIncreasesAmt |
| Subtotal | $6,244,012 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,244,012 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $550 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $550 | SubtotalAmt |
| Tax Based On Investment Income | $550 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,921 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,921 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,371 | OverpaymentAmt |
| Applied To ES Tax | $6,371 | 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 | $117,279 | $40,306 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY ALDREDGE | PersonNm |
US Address USAddress
| 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) |
|---|---|---|
| Title | LOUD DIRECTO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $86,667 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $4,503,795 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $438,720 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $270,666 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,213,181 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,213,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,134,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,749 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,749 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $550 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $550 | TotalTaxAmt |
| Distributable Before Adj | $256,199 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $256,199 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $256,199 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $668,875 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $668,875 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $668,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $256,199 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,275 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,369,095 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,938,049 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,106,172 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,955,771 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,394,362 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $668,875 | QualifyingDistributionsAmt |
| Applied To Current Year | $256,199 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $412,676 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,807,038 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,275 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,781,763 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,369,095 | ExcessFromYear4Amt |
| Excess From Year3 | $2,938,049 | ExcessFromYear3Amt |
| Excess From Year2 | $2,106,172 | ExcessFromYear2Amt |
| Excess From Year1 | $3,955,771 | ExcessFromYear1Amt |
| Excess From Current Year | $412,676 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADAMS ELEMENTARY SCHOOL PTA | ||||||
| 2701 LAS POSITAS RD | SANTA BARBARA | CA | 93105 | 501(C)3 | SWIM CLASS TRANSPORTATION FALL 2019 | $1,119 |
| CHANNEL ISLANDS YOUNG MENS CHRISTIA | ||||||
| 55 HITCHCOCK WAY STE 101 | SANTA BARBARA | CA | 93105 | 501(C)3 | SWIM CLASSES FOR ST RAPHAEL'S STUDEN | $1,104 |
| EQUITAS ACADEMY CHARTER SCHOOL INC | ||||||
| 1700 WEST PICO BLVD | LOS ANGELES | CA | 90015 | 501(C)3 | LOUD ONLINE SONGWRITING CLASSES, FAL | $980 |
| EQUITAS ACADEMY CHARTER SCHOOL INC | ||||||
| 1700 WEST PICO BLVD | LOS ANGELES | CA | 90015 | 501(C)3 | LOUD ONLINE SONGWRITING CLASSES, FAL | $980 |
| LOMPOC UNIFIED SCHOOL DISTRICT | ||||||
| 1301 NORTH A STREET | LOMPOC | CA | 93436 | PUBLIC AGENC | ADDTIONAL ASTROCAMP TRANSPORTATION F | $2,731 |
| LOMPOC UNIFIED SCHOOL DISTRICT | ||||||
| 1301 NORTH A STREET | LOMPOC | CA | 93436 | PUBLIC AGENC | HAPGOOD ELEMENTARY FOOD PRODUCTION | $55,000 |
| NOTRE DAME SCHOOL | ||||||
| 33 E MICHELTORENA STREET | SANTA BARBARA | CA | 93101 | 501(C)3 | LOUD ONLINE SONGWRITING CLASSES, FAL | $980 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA ST | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | SWIM CLASS TRANSPORT FOR MONROE ELEM | $2,927 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA ST | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | MCKINLEY ELM-CIMI 2019 | $983 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA ST | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | MCKINLEY ELM - CIMI 2019 | $2,294 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA ST | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | RE-ISSUE PAYMENT: 70% OF FUNDING FOR | $15,626 |
| THE FOUNDATION ROUNDTABLE | ||||||
| PO BOX 60157 | SANTA BARBARA | CA | 93160 | 501(C)3 | DUES FOR 2020 | $1,000 |
| UNITED BOYS AND GIRLS CLUBS OF GREA | ||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | 501(C)3 | PROVIDE OUTDOOR PHYSICAL ACTIVITES F | $200,000 |
| UNITED BOYS AND GIRLS CLUBS OF GREA | ||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | 501(C)3 | PROVIDE OUTDOOR PHYSICAL ACTIVITES F | $40,000 |
| VISTA CHARTER MIDDLE SCHOOL | ||||||
| 2900 W TEMPLE ST | LOS ANGELES | CA | 90026 | 501(C)3 | LOUD ONLINE SONGWRITING CLASSES, FAL | $980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $326,704 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF SANTA BARBARA COUNTY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 EAST GUTIERREZ ST | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FUN IN THE SUN GUADALUPE - SUMMER 20 | GrantOrContributionPurposeTxt |
| Amt | $40,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $40,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$28,128 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS REVENUE | 18 | $871 |
| PRIVATE EQUITY INCOME/LOSS | 18 | -$31,111 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,383 | ExclusionAmt |
| Related Or Exempt Function Incm | -$28,128 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,255 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PAUL ORFALEA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $791,280 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6000 SHARES OF APPLE STOCK | NoncashPropertyDesc |
| Fair Market Value | $791,280 | FairMarketValueAmt |
| Received | 2020-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,304 | Amt |
| Net Investment Income | $4,826 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,304 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 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 | $7,458 | S/L | 5.0000 | $1,904 |
| LAPTOP FOR CATHERINE | 2017-03-16 | $3,127 | $1,746 | S/L | 5.0000 | $625 |
| 2009 28' MAJESTIC RV | 2017-09-01 | $32,697 | $15,259 | S/L | 5.0000 | $6,539 |
| LAPTOP FOR RACHEL | 2018-11-30 | $1,865 | $404 | S/L | 5.0000 | $373 |
| LOUD RV WRAP | 2018-04-17 | $2,485 | $828 | S/L | 5.0000 | $497 |
| EMILY'S LAPTOP | 2019-02-25 | $1,915 | $319 | S/L | 5.0000 | $351 |
| LENOVO THINKPAD FOR CB | 2019-12-06 | $1,788 | $30 | S/L | 5.0000 | $357 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| LAPTOP FOR RACHEL | 2018-11 | PURCHASE | 2020-12 | $1,088 | $1,865 | $777 | |
| EMILY'S LAPTOP | 2019-02 | PURCHASE | 2020-12 | $1,915 | $670 | -$1,245 | |
| 2019-12 | PURCHASE | 2020-12 | $100,000 | $126,883 | -$26,883 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE SECURITIES | StockNm |
| EOY Book Value | $5,699,889 | EOYBookValueAmt |
| EOYFMV | $5,699,889 | 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 | $49,617 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $35,488 | AccumulatedDepreciationAmt |
| Book Value | $14,129 | BookValueAmt |
| EOYFMV | $14,129 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,438 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,438 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES/EQUIPMENT | $4,687 | $4,687 |
| COMPUTER/DATABASE | $13,522 | $13,522 |
| OTHER EXPENSES | $1,343 | $1,343 |
| WEBSITE | $2,900 | $2,900 |
| MARKETING | ||
| INSURANCE | $13,857 | $13,857 |
| LOUD PROGRAM EXPENSES | ||
| GIFTS GIVEN | $781 | $781 |
| PAYROLL FEES | $5,257 | $5,257 |
| EVENTS |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS REVENUE | $871 | $871 |
| PRIVATE EQUITY INCOME/LOSS | -$31,111 | -$31,111 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENT | $913,561 |
| WRITE OFF OF PREVIOUSLY AWARDED GRANTS | $503,003 |
| TAX ADJUSTMENT | $1,939 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CONSULTANT FEES | $38,457 | $38,457 |
| INVESTMENT MANAGEMENT FEES | ||
| LOUD CONSULTANTS | $20,849 | $20,849 |
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