HUTTON FOUNDATION A DELAWARE CORP: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HUTTON FOUNDATION A DELAWARE CORP (EIN 33-0779894)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-27
- IRS object ID
- 202113009349101106
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-27T16:56:47-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953680171 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGOWAN GUNTERMANN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E VICTORIA ST 2ND FLOOR | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931012018 | 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 | 330779894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTTON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA HUTTON PARKER FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUTT | BusinessNameControlTxt |
| Phone | 8059574740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER PARKER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8059574740 | PhoneNum |
| Signature | 2021-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | PARKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISLEY N REED CPA | PreparerPersonNm |
| PTIN | P00025230 | PTIN |
| Phone | 8059629175 | 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 | $118,053,264 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,538 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,538 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $492,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $492,997 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,646,805 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,646,805 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $743,317 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,972,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,634,479 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,972,004 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $680,044 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $680,044 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,794,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,794,388 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $255,091 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $170,061 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,515 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $156,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,501 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $122,513 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $74,861 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,023 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,603 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,494 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,494 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,223 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,561 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $48,662 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $189,572 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,570 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,002 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $381,600 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $381,600 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $115,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95,634 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,740 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $955,896 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $872,955 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14,844 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,844 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,664,994 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,583,704 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $81,291 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,862,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,240,103 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $457,170 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,833,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,243,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,696,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,240,103 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,700,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,098,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,554,285 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $485,472 | CashBOYAmt |
| Cash EOY | $755,976 | CashEOYAmt |
| Cash EOYFMV | $755,976 | CashEOYFMVAmt |
| Acct Rcvbl | $280,098 | AcctRcvblAmt |
| Acct Rcvbl BOY | $372,741 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $280,098 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $280,098 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $36,522 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $15,795 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $26,902 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $26,902 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $47,674,494 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,007,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $56,460,822 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $46,684,391 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $11,099,641 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $39,414,630 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $35,584,750 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $60,071,380 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $66,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $339,758 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $154,958 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $201,412 | LandBOYAmt |
| Land EOY | $184,800 | LandEOYAmt |
| Land EOYFMV | $184,800 | LandEOYFMVAmt |
| Other Assets BOY | $387,560 | OtherAssetsBOYAmt |
| Other Assets EOY | $273,286 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $273,286 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $88,654,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,113,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $118,053,264 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $271,525 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $501,236 | AccountsPayableEOYAmt |
| Grants Payable BOY | $911,716 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,013,553 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $11,028,676 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $10,880,394 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $45,399 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $39,720 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,257,316 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,434,903 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $76,397,469 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $82,678,406 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,397,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,678,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,654,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,113,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,397,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,098,174 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,912,333 | OtherIncreasesAmt |
| Subtotal | $85,407,976 | SubtotalAmt |
| Other Decreases | $2,729,570 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,678,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALES OF SECURITIES | P | 2019-01-01 | 2020-12-31 | $10,334,479 | $9,618,164 | $716,315 | $716,315 |
| 26 W. ANAPAMU STREET SB, CA 93101 | P | 2005-03-31 | 2020-12-24 | $6,300,000 | $3,044,311 | $3,255,689 | $3,255,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,972,004 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,205 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $77,205 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $77,205 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $69,587 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $94,587 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,382 | OverpaymentAmt |
| Applied To ES Tax | $17,382 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | DE | 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 | WWW.HUTTONFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA LEWIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059574740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS C PARKER | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | PRESIDENT | 35.00 | $295,000 | $78,091 | $0 |
| JESS T PARKER | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN PARKER | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHUCK SLOSSER | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | SECRETARY | 5.00 | $0 | $0 | $0 |
| SAM TYLER | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER PARKER | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA J LEWIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHIEF OPERATING OFFI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $150,000 | CompensationAmt |
| Employee Benefits | $57,027 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $44,022,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $792,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,814,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,814,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $672,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,142,414 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,207,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,207,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,205 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,205 | TotalTaxAmt |
| Distributable Before Adj | $2,129,916 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,129,916 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,129,916 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,700,430 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,700,430 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,700,430 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,129,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $768,796 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $853,884 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $697,157 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $864,044 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $841,114 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,024,995 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,700,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,129,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $570,514 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,595,509 | 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 | $768,796 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,826,713 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $853,884 | ExcessFromYear4Amt |
| Excess From Year3 | $697,157 | ExcessFromYear3Amt |
| Excess From Year2 | $864,044 | ExcessFromYear2Amt |
| Excess From Year1 | $841,114 | ExcessFromYear1Amt |
| Excess From Current Year | $570,514 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HUTTON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8059574740 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATIONS SEEKING GRANTS SHOULD SUBMIT THE INFORMATION (SEE SCHEDULE O) AS REQUIRED ON THE COPY OF THE APPLICATION FORMS (GRANT APPLICATION COVER SHEET) OR (PROGRAM RELATED INVESTMENT PRELIMINARY APPLICATION) ALL APPLICATIONS ARE AVILABLE ON THE WEBSITE AT WWW.HUTTONFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VISIT WWW.HUTTONFOUNDATION.ORG FOR VARIOUS DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO 501(C)(3)/509(A) PUBLIC CHARITIES IN CALIFORNIA (SEE SCHEDULE O FOR CONTINUATION) (SPECIAL CONSIDERATION TO ORANGE, RIVERSIDE AND SANTA BARBARA COUNTIES) IN THE AREAS OF EDUCATION; HEALTH & HUMAN SERVICES; CIVIC & COMMUNITY DEVELOPMENT; WOMEN'S SERVICES; AND YOUTH & FAMILY SERVICES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SANTA BARBARA FOUNDATION | ||||||
| 1111 CHAPALA ST SUITE 200 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | SUSTAINABLEFUTURE.ORG | $772,500 |
| UNITED WAY OF SANTA BARBARA | ||||||
| 320 EAST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | 2020 COVID-19 EMERGENCY RESPONSE | $535,000 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | 2020 MISSION CREEK GALA | $76,000 |
| UNITY SHOPPE INC | ||||||
| 110 WEST SOLA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | COVID-19 EMERGENCY RESPONSE | $50,000 |
| ORGANIC SOUP KITCHEN | ||||||
| 315 MEIGS ROAD SUITE A369 | SANTA BARBARA | CA | 93019 | PUBLIC CHARITY | COVID-19 EMERGENCY RESPONSE | $42,300 |
| SANTA MARIA VALLEY DISCOVERY MUSEUM | ||||||
| 705 S MCCLELLAND STREET | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $25,250 |
| FOODBANK OF SANTA BARBARA COUNTY | ||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | COVID-19 EMERGENCY RESPONSE | $25,000 |
| MUSEUM OF CONTEMPORARY ART SANTA BARBARA | ||||||
| 653 PASEO NUEVO | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $25,000 |
| SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC | ||||||
| 1214 STATE STREET 6TH FLOOR | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GRANADA PLAZA PROJECT | $25,000 |
| YOUTH INTERACTIVE SANTA BARBARA | ||||||
| 1219 STATE STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| SANTA BARBARA MARITIME MUSEUM | ||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | 20TH ANNIVERSARY CELEBRATION | $24,500 |
| ALPHA RESOURCE CENTER OF SANTA BARBARA | ||||||
| 4501 CATHEDRAL OAKS ROAD | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $24,150 |
| COMMUNITY ACTION COMMISSION (CAC) | ||||||
| 5638 HOLLISTER AVE SUITE 230 | GOLETA | CA | 93117 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $23,500 |
| SANTA BARBARA POLICE FOUNDATION | ||||||
| PO BOX 91929 | SANTA BARBARA | CA | 93190 | PUBLIC CHARITY | 2020 FUN WITH THE FORCE | $20,000 |
| CHAPMAN UNIVERSITY | ||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | PUBLIC CHARITY | COVID-19 EMERGENCY RESPONSE | $15,000 |
| UNITED BOYS & GIRLS CLUBS OF GREATER SANTA BARBARA COUNTY | ||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | PUBLIC CHARITY | 2020 RALLY FOR KIDS | $14,450 |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL | ||||||
| 1528 CHAPALA STREET SUITE 203 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $13,450 |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | ||||||
| 123 W GUTIERREZ ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | COOKING UP DREAMS SPONSORSHIP | $12,500 |
| HEARTS THERAPEUTIC EQUESTRIAN CENTER | ||||||
| PO BOX 30662 | SANTA BARBARA | CA | 93130 | PUBLIC CHARITY | 2020 BARN DANCE SPONSOR | $12,500 |
| SANTA BARBARA HISTORICAL MUSEUM | ||||||
| 136 EAST DE LA GUERRA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,250 |
| GIRLS INCORPORATED OF GREATER SANTA BARBARA | ||||||
| POST OFFICE BOX 236 | SANTA BARBARA | CA | 93102 | PUBLIC CHARITY | COVID-19 EMERGENCY RESPONSE | $10,000 |
| INDEPENDENT LIVING PARTNERSHIP | ||||||
| 6235 RIVER CREST DRIVE SUITE C | RIVERSIDE | CA | 92507 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| SANTA YNEZ VALLEY THERAPEUTIC RIDING ACADEMY | ||||||
| PO BOX 256 | SOLVANG | CA | 93464 | PUBLIC CHARITY | COVID-19 EMERGENCY RESPONSE | $10,000 |
| ENSEMBLE THEATRE PROJECT INC | ||||||
| 1330 STATE STREET SUITE 205 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $9,900 |
| DREAM FOUNDATION | ||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $9,300 |
| WOMEN'S FUND OF SANTA BARBARA | ||||||
| 133 EAST DE LA GUERRA STREET 15 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $8,750 |
| ALZHEIMER'S ASSOCIATION CALIFORNIA CENTRAL COAST CHAPTER | ||||||
| 1528 CHAPALA STREET SUITE 204 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $8,550 |
| PASSKEYS FOUNDATION | ||||||
| PO BOX 7126 | FULLERTON | CA | 92834 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $8,250 |
| FREEDOM 4 YOUTH | ||||||
| PO BOX 2096 | SANTA BARBARA | CA | 93120 | PUBLIC CHARITY | 2019 GENERAL OPERATING SUPPORT | $7,500 |
| NEW BEGINNINGS COUNSELING CENTER | ||||||
| 324 EAST CARRILLO STREET SUITE C | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $7,500 |
| ISLA VISTA YOUTH PROJECTS INC | ||||||
| 6842 PHELPS RD | GOLETA | CA | 93117 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $7,000 |
| LAND TRUST FOR SANTA BARBARA COUNTY | ||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93190 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $6,250 |
| ECO A COVENANT ORDER OF EVANGELICAL PRESBYTERIANS | ||||||
| 5638 HOLLISTER SUITE 210 | GOLETA | CA | 93117 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $5,800 |
| TV SANTA BARBARA | ||||||
| 329 S SALINAS STREET | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $5,350 |
| ALL SAINTS BY THE SEA | ||||||
| 83 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | PUBLIC CHARITY | 2020 GALA SPONSOR | $5,000 |
| ENDOWMENT FOR YOUTH COMMITTEE | ||||||
| 606 ALAMO PINTADO ROAD SUITE 3274 | SOLVANG | CA | 93436 | PUBLIC CHARITY | SCHOLARSHIP MATCH | $5,000 |
| EXPLORE ECOLOGY | ||||||
| 302 E COTA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $5,000 |
| HILLSIDE HOUSE INC | ||||||
| 1235 VERONICA SPRINGS RD | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | NOOZHAWK MEDIA GRANT | $5,000 |
| LOS PADRES COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 4000 MODOC ROAD | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | NOOZHAWK MEDIA GRANT | $5,000 |
| MOUNTAIN VIEW SCHOOL FOUNDATION | ||||||
| 311 EAST CARRILLO ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | INCLUSIVE PLAYGROUND INITIATIVE | $5,000 |
| SAINT BARBARA GREEK ORTHODOX CHURCH | ||||||
| 1205 SAN ANTONIO CREEK RD | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | COVID-19 EMERGENCY RESPONSE | $5,000 |
| SANTA BARBARA BOTANIC GARDEN INC | ||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | 2020 BEER GARDEN SPONSOR | $5,000 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | ||||||
| 414 E COTA ST 1ST FLOOR | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | NOOZHAWK MEDIA GRANT | $5,000 |
| SANTA BARBARA WILDLIFE CARE NETWORK | ||||||
| PO BOX 6594 | SANTA BARBARA | CA | 93117 | PUBLIC CHARITY | NOOZHAWK MEDIA GRANT | $5,000 |
| SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC | ||||||
| PO BOX 567 | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | 2020 POLAR PLUNGE SPONSORSHIP | $5,000 |
| JUST COMMUNITIES CENTRAL COAST | ||||||
| 1528 CHAPALA ST SUITE 308 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $4,850 |
| PACIFIC PRIDE FOUNDATION | ||||||
| 608 ANACAPA ST | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $4,750 |
| COMMUNITY PARTNERS IN CARING | ||||||
| 120 EAST JONES ST STE 123 | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $4,350 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 1528 CHAPALA STREET SUITE 301 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $4,250 |
| SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION | ||||||
| 1330 STATE STREET SUITE 102 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $4,100 |
| MAKE-A-WISH TRI-COUNTIES | ||||||
| 4001 MISSION OAKS BLVD SUITE F | CAMARILLO | CA | 93012 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $3,600 |
| BUNS | ||||||
| PO BOX 91452 | SANTA BARBARA | CA | 93190 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,500 |
| CASA DEL HERRERO FOUNDATION | ||||||
| PO BOX 5612 | SANTA BARBARA | CA | 93108 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,500 |
| COMMERCIAL FISHERMEN OF SANTA BARBARA | ||||||
| 6 HARBOR WAY 155 | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,500 |
| EYESHINE | ||||||
| 64 BRISTOL PLACE | GOLETA | CA | 93117 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,500 |
| FRIENDS OF VADA AT SANTA BARBARA HIGH SCHOOL | ||||||
| PO BOX 4426 | SANTA BARBARA | CA | 93140 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,500 |
| GIRLS INCORPORATED OF CARPINTERIA | ||||||
| 5315 FOOTHILL RD | CARPINTERIA | CA | 93013 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,500 |
| INTERFAITH INITIATIVE OF SANTA BARBARA - SHOWERS OF BLESSING | ||||||
| P O BOX 1135 | GOLETA | CA | 93116 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,500 |
| MARJORIE LUKE THEATRE | ||||||
| PO BOX 21046 | SANTA BARBARA | CA | 93121 | PUBLIC CHARITY | MAJORIE LUKE THEATRE VIRTUAL SERIES | $3,500 |
| SANTA BARBARA AUDUBON SOCIETY | ||||||
| PO BOX 6737 | SANTA BARBARA | CA | 93160 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,500 |
| SANTA BARBARA BEAUTIFUL | ||||||
| PO BOX 2024 | SANTA BARBARA | CA | 93120 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,500 |
| SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE | ||||||
| 545 NORTH ALISAL ROAD | SOLVANG | CA | 93463 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,500 |
| TRUE NATURE SOCIETY | ||||||
| 35070 HIGHWAY 33 | MARICOPA | CA | 93252 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,500 |
| CENTRAL COAST ALLIANCE UNITED FOR A SUSTAINABLE ECONOMY | ||||||
| 2021 SPERRY AVENUE SUITE 9 | VENTURA | CA | 93003 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $3,300 |
| ADVENTURES IN CARING FOUNDATION | ||||||
| 1528 CHAPALA STREET SUITE 202 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $3,100 |
| CONFLICT SOLUTIONS CENTER | ||||||
| 120 E JONES ST STE 137 | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $3,100 |
| EXPONENT PHILANTHROPY | ||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,000 |
| NORTH COUNTY RAPE CRISIS AND CHILD PROTECTION CENTER | ||||||
| 511 EAST OCEAN AVENUE | LOMPOC | CA | 93436 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $3,000 |
| ORCUTT AREA SENIORS IN SERVICE INC | ||||||
| PO BOX 2637 | ORCUTT | CA | 93457 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $3,000 |
| WISEPLACE | ||||||
| 1411 N BROADWAY | SANTA ANA | CA | 92706 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,000 |
| YOUNG MENS CHRISTIAN ASSN | ||||||
| 3400 SKYWAY DRIVE | SANTA MARIA | CA | 93455 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $3,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | ||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $2,900 |
| WOMEN'S ECONOMIC VENTURES | ||||||
| 333 S SALINAS STREET | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $2,650 |
| 17 STRONG | ||||||
| PO BOX 1712 | PISMO BEACH | CA | 93448 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,500 |
| ANGELS FOSTER CARE OF SANTA BARBARA | ||||||
| 3905 STATE STREET 7-115 | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,500 |
| DOG ADOPTION & WELFARE GROUP | ||||||
| 5480 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | PUBLIC CHARITY | GENERAL OPS SUPPORT | $2,500 |
| LA CUMBRE JR HIGH SCHOOL FOUNDATION INC | ||||||
| PO BOX 6502 | SANTA BARBARA | CA | 93160 | PUBLIC CHARITY | WESTSIDE INITIATIVE | $2,500 |
| LOMPOC VALLEY PARKS RECREATION & POOL FOUNDATION INC | ||||||
| 601 EAST OCEAN 17 | LOMPOC | CA | 93436 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,500 |
| NATURETRACK FOUNDATION | ||||||
| PO BOX 953 | LOS OLIVOS | CA | 93441 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,500 |
| ORCUTT CHILDREN'S ART FOUNDATION INC | ||||||
| 500 DYER STREET | ORCUTT | CA | 93455 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,500 |
| THE WOODEN FLOOR | ||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | ||||||
| 784 HIGH STREET | SAN LUIS OBISPO | CA | 93401 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,500 |
| SBC ANIMAL CARE FOUNDATION SBCACF | ||||||
| PO BOX 307 | SANTA MARIA | CA | 93456 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,200 |
| SANTA CRUZ ISLAND FOUNDATION | ||||||
| 5045 WULBRANDT WAY | CARPINTERIA | CA | 93013 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,710 |
| SURGICAL EYE EXPEDITIONS INTERNATIONAL INC | ||||||
| 175 CREMONA DRIVE SUITE 100 | SANTA BARBARA | CA | 93117 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $1,600 |
| YE OLE GANG | ||||||
| PO BOX 24132 | SANTA BARBARA | CA | 93121 | PUBLIC CHARITY | SB HIGH SCHOOL ATHLETICS GOLF TOURNAMENT | $1,500 |
| OPERA SANTA BARBARA | ||||||
| 1330 STATE STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | COVID-19 GENERAL OPERATING SUPPORT | $1,450 |
| AMERICAN RED CROSS OF CENTRAL CALIFORNIA REGION | ||||||
| 2707 STATE ST | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | HPF/PCBT 2020 GIVING GUIDE MEDIA GRANT | $1,250 |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) | ||||||
| 2125 S BROADWAY SUITE 106 | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | HPF/PCBT 2020 GIVING GUIDE MEDIA GRANT | $1,250 |
| EASY LIFT TRANSPORTATION INC | ||||||
| 53 CASS PLACE STE D | GOLETA | CA | 93117 | PUBLIC CHARITY | HPF/PCBT 2020 GIVING GUIDE MEDIA GRANT | $1,250 |
| LOBERO THEATRE FOUNDATION | ||||||
| 33 EAST CANON PERDIDO | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | HPF/PCBT 2020 GIVING GUIDE MEDIA GRANT | $1,250 |
| FUND FOR SANTA BARBARA | ||||||
| PO BOX 90710 | SANTA BARBARA | CA | 93190 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $79,600 |
| COMMUNITY ENVIRONMENTAL COUNCIL | ||||||
| 26 WEST ANAPAMU ST 2ND FLOOR | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $13,000 |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | ||||||
| 500 NIOS DRIVE | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | AUSTRAILIA EXHIBIT | $46,250 |
| BHAGWATI SARLA PALIWAL EDUCATION SOCIETY | ||||||
| 1551 BONHAM PARKWAY | LANTANA | TX | 76226 | PUBLIC CHARITY | GIRLS AUDITORIUM CAMPAIGN | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,243,260 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||
| PO BOX 689 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GREATEST PRIORITY | $250,000 |
| FUND FOR SANTA BARBARA | ||||||
| PO BOX 90710 | SANTA BARBARA | CA | 93190 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $150,000 |
| COMMUNITY ENVIRONMENTAL COUNCIL | ||||||
| 26 WEST ANAPAMU ST 2ND FLOOR | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $150,000 |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | ||||||
| 500 NIOS DRIVE | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | AUSTRALIA EXHIBIT | $25,000 |
| BHAGWATI SARLA PALIWAL EDUCATION SOCIETY | ||||||
| 1551 BONHAM PARKWAY | LANTANA | TX | 76226 | PUBLIC CHARITY | GIRLS AUDITORIUM CAMPAIGN | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $590,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,538 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $492,997 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $743,317 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $680,044 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,972,004 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,890,900 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,890,900 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $51,223 | Amt |
| Net Investment Income | $2,561 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $48,662 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS | StockNm |
| EOY Book Value | $58,007,497 | EOYBookValueAmt |
| EOYFMV | $56,460,822 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,494 | LegalFeesAmt |
| Net Investment Income | $2,494 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $10,880,394 | MortgageAmt |
Note Payable NotePayableGrp (3 entries)
| Insider RelationshipInsiderRelationshipTxt | Balance DueBalanceDueAmt | Loan MaturityLoanMaturityDt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|---|
| MONTECITO BANK & TRUST | |||||
| BANKING | $5,553,833 | 2027-09 | 3.000000000000 | PROPERTY | MORTGAGE |
| MONTECITO BANK & TRUST | |||||
| BANKING | $2,564,474 | 2027-10 | 3.000000000000 | PROPERTY | MORTGAGE |
| MONTECITO BANK & TRUST | |||||
| BANKING | $2,762,087 | 2027-09 | 3.000000000000 | PROPERTY | MORTGAGE |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FINE ARTS | $101,541 | $101,541 | $101,541 |
| NET INTANGIBLE ASSETS | $188,663 | $124,639 | $124,639 |
| NOTE RECEIVABLES-PROG RELATED INVESTMENT | $97,356 | $47,106 | $47,106 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT YEAR'S FEDERAL TAX PROVISION | $50,000 |
| FAIR MARKET INTEREST DISCOUNT DONATION | $3,316 |
| FAIR MARKET RENT DISCOUNT DONATION | $2,629,346 |
| NET UNREALIZED GAINS OR LOSSES ON FIXED ASSETS | $46,908 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $15,743 | $3,228 | $12,516 |
| COMPUTER EXPENSE | $13,196 | $2,639 | $10,557 |
| SUBSCRIPTIONS AND DUES | $5,389 | $0 | $5,389 |
| CLEANING SERVICES | $8,422 | $1,684 | $6,738 |
| OFFICE EXPENSE | $49,123 | $9,825 | $39,298 |
| TELEPHONE | $8,491 | $1,698 | $6,793 |
| CLEANING AND MAINTENANCE | $99,526 | $99,526 | $0 |
| GARDENING | $63,142 | $63,142 | $0 |
| INSURANCE | $119,686 | $119,686 | $0 |
| MANAGEMENT FEES | $92,076 | $92,076 | $0 |
| UTILITIES | $264,063 | $264,063 | $0 |
| LIFE SAFETY | $101,503 | $101,503 | $0 |
| HVAC | $47,161 | $47,161 | $0 |
| REPAIRS AND MAINTENANCE | $200,238 | $200,238 | $0 |
| OTHER EXPENSES | $490,908 | $490,908 | $0 |
| IT | $16,413 | $16,413 | $0 |
| AMORTIZATION | $69,914 | $69,914 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $680,044 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $680,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $680,044 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FAIR MARKET INTEREST DISCOUNT INCOME | $3,316 |
| FAIR MARKET RENT DISCOUNT INCOME | $2,629,346 |
| NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS | $4,232,763 |
| CHANGE IN FMV VS BOOK VALUE | $46,908 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $45,399 | BOYBookValueAmt |
| EOY Book Value | $39,720 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $107,348 | $107,348 | $0 |
| CONSULTING FEES | $82,224 | $8,222 | $74,002 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA RRF-1 FEES | $150 | $0 | $150 |
| DELAWARE FEES | $985 | $0 | $926 |
| CALIFORNIA FEES | $10 | $0 | $10 |
| PAYROLL TAXES | $29,701 | $11,331 | $13,654 |
| TAXES | $84,303 | $84,303 | $0 |
Comments