SHANBROM FAM FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SHANBROM FAM FOUNDATION (EIN 77-0518326)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-27
IRS object ID
202120869349100402
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-03-27T15:37:44-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954149172PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TEMO ARJANI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 E COLORADO BLVD SUITE 426AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770518326EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SHANBROM FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O WILLIAM J SHANBROMBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHANBusinessNameControlTxt
Phone8056466864PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1603 W OJAI AVE SUITE BAddressLine1Txt
CityOJAICityNm
State AbbreviationCAStateAbbreviationCd
ZIP93023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM J SHANBROMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8056466864PhoneNum
Signature2021-03-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastSHANBROMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM H HRANCHAKPreparerPersonNm
PTINP00641665PTIN
Phone6265781978PhoneNum
Preparation2021-03-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,105,179FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$295,476DividendsRevAndExpnssAmt
Dividends Net Invst Incm$295,476DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,007,205NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,549,206GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,007,205CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,302,701TotalRevAndExpnssAmt
Total Net Invst Incm$1,302,701TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,765AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,383AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,382AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,849OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,849OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$580OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,694TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,232TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,382TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$895,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$895,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$931,694TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,232TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$899,382TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$371,007ExcessRevenueOverExpensesAmt
Net Investment Income$1,279,469NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$749,201SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$877,504SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$877,504SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,289,559CorporateStockBOYAmt
Corporate Stock EOY$6,532,303CorporateStockEOYAmt
Corporate Stock EOYFMV$22,227,675CorporateStockEOYFMVAmt
Total Assets BOY$7,038,760TotalAssetsBOYAmt
Total Assets EOY$7,409,807TotalAssetsEOYAmt
Total Assets EOYFMV$23,105,179TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,038,760RetainedEarningBOYAmt
Retained Earning EOY$7,409,807RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,038,760TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,409,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,038,760TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,409,807TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,038,760TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$371,007ExcessRevenueOverExpensesAmt
Other Increases$40OtherIncreasesAmt
Subtotal$7,409,807SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,409,807TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
85587.870 SHS FIDELITY FUNDS PRIME RESERVES PORTFOLIOP2020-06-032020-07-27$85,656$85,631$25$25
215.000 SHS CLOROXP2019-11-062020-05-01$41,924$31,844$10,080$10,080
2405.000 SHS VIACOMCBS INCP2020-03-122020-04-29$45,981$41,374$4,607$4,607
175.000 SHS APPLEP2013-06-262020-02-14$56,797$9,931$46,866$46,866
25.000 SHS APPLEP2013-06-262020-03-10$7,046$1,419$5,627$5,627
240.000 SHS APPLEP2013-06-262020-11-23$27,484$3,405$24,079$24,079
195.000 SHS AUTO DATA PROCESSINGP2010-04-092020-04-06$26,862$7,533$19,329$19,329
95.000 SHS BROADRIDGE FINLP2019-03-282020-11-23$13,967$9,704$4,263$4,263
420.000 SHS HERSHEYP2018-06-272020-03-06$65,520$39,484$26,036$26,036
95.000 SHS MC CORMICK & CO INCP2009-08-052020-04-03$13,864$3,079$10,785$10,785
60.000 SHS MICROSOFT CORPP2010-10-072020-02-14$11,069$1,472$9,597$9,597
2000.000 SHS MOLSON COORS BEVERAGE CLASS BP2008-11-262020-01-06$109,821$125,527-$15,706-$15,706
2110.000 SHS MONDELEZ INTL CLASS AP2010-02-162020-03-24$101,567$43,451$58,116$58,116
9515.000 SHS THE HABIT RESTAURANT CLASS AP2017-03-102020-02-28$132,059$138,147-$6,088-$6,088
CAPITAL GAINS DIVIDENDSP$809,589$809,589$809,589
FieldValueIRS element (for citing)
Capital Gain Net Income$1,007,205CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,785InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,785SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,785TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,193EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,193TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$7,592TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM J SHANBROMIndividualWithBooksNm
Phone8056466864PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1603 W OJAI AVEAddressLine1Txt
CityOJAICityNm
State AbbreviationCAStateAbbreviationCd
ZIP93023ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM J SHANBROM
603 W OJAI AVE SUITE BOJAICA93023PRESIDENT3.00$0$0$0
SUSAN F KRABBE
603 W OJAI AVE SUITE BOJAICA93023SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$19,361,377AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$784,742AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,146,119TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,146,119AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$302,192CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,843,927NetVlNoncharitableAssetsAmt
Minimum Investment Return$992,196MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$992,196MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,785TaxBasedOnInvestmentIncomeAmt
Total Tax$17,785TotalTaxAmt
Distributable Before Adj$974,411DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$974,411DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$974,411DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$899,382ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$899,382QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$899,382AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$974,411DistributableAsAdjustedAmt
Undistributed Income PY$594,151UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$899,382QualifyingDistributionsAmt
Applied To Year1$594,151AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$305,231AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$669,180UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM J SHANBROMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1603 W OJAI AVE SUITE BAddressLine1Txt
CityOJAICityNm
State AbbreviationCAStateAbbreviationCd
ZIP93023ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8056466864RecipientPhoneNum
Form And Info And MaterialsLETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AGORA FOUNDATION
1129 MARICOPA HIGHWAY SUITE 156OJAICA93023PCEDUCATION AND OUTREACH$10,000
AMNESTY INTERNATIONAL
5 PENN PLAZA SUITE 16TH FLNEW YORKNY10001PCSUPPORT FOR HUMAN RIGHTS$5,000
ANAHEIM BALLET
280 E LINCOLN AVEANAHEIMCA92805PCEDUCATION AND OUTREACH$50,000
CANZONA
PO BOX 1663SAN LUIS OBISPOCA93406PCPUBLIC MUSIC PROGRAMS$2,500
CARE
151 ELLIS STREET NEATLANTAGA303032440PCCANCER RESEARCH$10,000
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710TUCSONAZ85702PCPROTECTION OF ENDANGERED SPECIES$10,000
CENTRAL COAST STATE PARKS ASSOCIATION
202 TANK ROAD SUITE H2SAN LUIS OBISPOCA93401PCCALIFORNIA STATE PARK SYSTEM$2,500
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
7807 SOQUEL DRIVEAPTOSCA95003PCFIRE RESPONSE FUND$10,000
CONDOR SURVIVAL FUND
5668 WEST FLYING HAWK LANEBOISEID83709PCNON-LEAD OUTREACH$5,000
DESERT MOUNTAIN COMMUNITY FOUNDATION
2201 E CAMELBACK RD 405BPHOENIXAZ85016PCEDUCATION SCHOLARSHIPS$20,000
DIRECT RELIEF FOUNDATION
27 S LA PATERA LNGOLETACA93117PCDISASTER RELIEF$25,000
ECOLOGISTICS
633 RAMONA AVE SPACE 103LOS OSOSCA93402PCCULTURAL AND ARTS PROGRAMS$25,000
FARESTART (CIRCLE OF IMPACT)
700 VIRGINIA STSEATTLEWA98101PCSOCIAL SERVICE PROVIDER$25,000
FOOD SHARE
450 WOODLAND AVENUEBLOOMFIELDCT060021342PCFOOD FOR UNDERSERVED$10,000
HOSPICE SAN LUIS OBISPO COUNTY
1304 PACIFIC STREETSAN LUIS OBISPOCA93401PCHOSPICE CARE$2,500
KAMINANDO HABITAT CONNECTIVITY INITIATIVE
101 17TH STREET NO2OAKLANDCA94612PCCONSERVATION EQUIPMENT$5,000
KCBX INC
4100 VACHELL LNSAN LUIS OBISPOCA93401PCPUBLIC RADIO ARTS REPORTING$2,500
LEGAL VOICE
907 PINE STREET SUITE 500SEATTLEWA98101PCLEGAL AID$10,000
LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION
1996 EASTMAN AVE 101VENTURACA93003PCHOME HEALTHCARE$25,000
LOS PADRES FOREST WATCH INC
PO BOX 831SANTA BARBARACA93102PCCONSERVATION PROGRAMS$10,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905PCMEDICAL SCHOLARSHIPS$25,000
MUSIC OF REMEMBRANCE
PO BOX 27500SEATTLEWA98165PCMUSIC OF HOLOCAUST MUSICIANS$10,000
MUSICAL INSTRUMENT MUSEUM
4725 EAST MAYO BOULEVARDPHOENIXAZ85050PCMUSCIAL INSTRUMENT MUSEUM$10,000
OJAI CARES
960 EAST OJAI AVENUE SUITE 105OJAICA93023PCCANCER PROGRAMS$10,000FIREBIRD PLAZA
OJAI FESTIVALS LTD
PO BOX 185OJAICA93024PCSUPPORT OF MUSIC PROGRAMS$125,000
OJAI RAPTOR CENTER
PO BOX 182OAK VIEWCA93022PCEDUCATION AND CONSERVATION$10,000
OJAI VALLEY HOSPITAL FOUNDATION
1301 MARICOPA HWYOJAICA93023PCPARTNERS IN HEALTH$25,000
OJAI VALLEY LAND CONSERVANCY
PO BOX 1092OJAICA93024PCLAND CONSERVATION$10,000
OTHER MINDS
333 VALENCIA ST SUITE 303SAN FRANCISCOCA94103PCSUPPORT OF MUSIC PROGRAMS$5,000
OVERLAKE HOSPITAL
1035 116TH AVE NEBELLEVUEWA98004PCCAPITAL CAMPAIGN CARDIAC UNIT$25,000
PACIFIC SYMPHONY
3631 S HARBOR BLVD 100SANTA ANACA92704PCSUPPORT OF MUSIC PROGRAMS$10,000
PEREGRINE FUND
5668 W FLYING HAWK LANEBOISEID83709PCENDANGERED SPECIES PROTECTION$30,000
PLANNED PARENTHOOD OF SANTA BARBARA VENTURA & SAN LUIS OBISPO COUNTIES INC
518 GARDEN STSANTA BARBARACA93101PCSUPPORT OF PROGRAMS AND SERVICES$10,000
PLYMOUTH HOUSING GROUP
2113 3RD AVESEATTLEWA98121PCHOUSING FOR HOMELESS$15,000
RUBICON THEATRE
1006 EAST MAIN STREET NO 300VENTURACA93001PCSUPPORT OF THEATER PERFORMANCES$5,000
RWANDA GIRLS INITIATIVE
PO BOX 325MEDINAWA98039PCEDUCATION SCHOLARSHIPS$20,000
SACRAMENTO CHORAL SOCIETY
4025A BRIDGE STREETFAIR OAKSCA95628PCUNDERWRITING OF CHORAL MUSIC$5,000
SAN LUIS OBISPO BOTANICAL GARDENS
3450 DAIRY CREEK ROADSAN LUIS OBISPOCA93405PCPUBLIC GARDEN EDUCATION PROGRAM$2,500
SAN LUIS OBISPO COUNTY YOUNG MEN'S OR WOMEN'S ASSOCIATIONS
1020 SOUTHWOOD DRIVESAN LUIS OBISPOCA93401PCYOUTH PROGRAMS$2,500
SAN LUIS OBISPO FILM FESTIVAL
PO BOX 1449SAN LUIS OBISPOCA93406PCSUPPORT OF PROGRAMS$2,500
SAN LUIS OBISPO MASTER CHORALE
PO BOX 3318SAN LUIS OBISPOCA93403PCSUPPORT OF CHORALE MUSIC PROGRAMS$2,500
SAVE THE REDWOODS
111 SUTTER STREET 11TH FLOORSAN FRANCISCOCA94104PCRESOTRATION OF BIG BASIN$30,000
SEATTLE SYMPHONY ORCHESTRA INC
PO BOX 21906SEATTLEWA98111PCSUPPORT OF PERFORMANCES$5,000
SPOKES
3765 S HIGUERA SUITE 140SAN LUIS OBISPOCA93401PCAID TO OTHER 501C3 ORGANIZATIONS$5,000
THE CREW
PO BOX 1532OJAICA930241532PCYOUTH CONSERVATION JOBS$10,000
THE JOYCE THEATER
175 EIGHTH AVENUENEW YORKNY100111601PCARTISTIC SUPPORT$5,000
THE TURTLE CONSERVANCY
PO BOX 1289OJAICA93024PCSESPE/CIENEGA RESTORATION$10,000
THE WILDERNESS SOCIETY
1615 M ST NWWASHINGTONDC20036PCCONSERVATION OF WILDERNESS$15,000
UC REGENTS
UNIVERSITY OF CALIFORNIASANTA BARBARACA93106PCUCSB ARTS AND LECTURES$30,000
UNITED WAY OF KING COUNTY
720 SECOND AVENUESEATTLEWA98104PCFOOD FOR UNDERSERVED$10,000
UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION (UCI)
100 THEORY SUITE 250IRVINECA92617PCMEDICAL SCHOOL SCHOLARSHIPS$40,000
UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION (UCI)-COVID 19
101 THEORY SUITE 250IRVINECA92618PCCOVID-19 RESEARCH GRANT$50,000
USO
PO BOX 96860WASHINGTONDC20077PCSERVICES FOR AMERICAN MILITARY$10,000
VENTANA WILDLIFE SOCIETY
19045 PORTOLA DRSALINASCA93908PCCONDOR CONSERVATION/EDUCATION$10,000
WHISPERING HOPE RANCH
PO BOX 54070PHOENIXAZ85078PCCAMP FOR DISABLED CHILDREN$10,000
WIKIMEDIA FOUNDATION INC
149 NEW MONTGOMERY 3RD FLSAN FRANCISCOCA94105PCEDUCATIONAL GRANT$10,000
WILD AT HEART
31840 N 45TH STREETCAVE CREEKAZ85331PCEDUCATIONAL GRANT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$895,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$295,476ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,007,205ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,302,701ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,302,701TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATION FEESCategoryTxt
Amt$8,765Amt
Net Investment Income$4,383NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,382DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARCHER-DANIELS-MIDLND CO$64,454$285,220
AT&T INC$9,896$38,740
AUTOMATIC DATA PROCESSING$28,490$132,502
BAXTER INTERNATIONAL INC$154,437$819,170
CARDINAL HEALTH INC$36,646$185,800
COMCAST CORP NEW CL A$5,480$38,042
CVS HEALTH CORP$31,429$321,283
EDWARDS LIFESCIENCE CORP$0$2,034,064
FLUOR CORP$16,817$15,970
JPMORGAN CHASE & CO$6,093$118,938
MERCK & CO INC$36,062$111,248
PROCTOR & GAMBLE CO$473,215$1,467,092
TAKEDA PHARMACEUTICAL CO LTD$144,799$138,520
TEXAS INSTRUMENTS INC$6,245$361,086
TYSON FOODS INC CL A$8,250$153,432
WAL-MART STORES INC$12,525$345,960
VANGUARD INTERNATIONAL GROWTH ADM$1,090,094$3,273,332
VANGUARD PRIMECAP FUND ADMIRAL$1,878,686$7,334,745
VANGUARD WINDSOR II FUND ADM$1,151,481$2,005,687
ALPHABET INC$145,555$227,744
APPLE INC$34,049$318,456
AUTOMATIC DATA PROCESSING$29,386$145,365
BROADRIDGE FINL SOLUTION$98,721$306,400
CLOROX COMPANY$34,822$127,210
HERSHEY COMPANY$105,524$175,180
IBM$135,190$161,756
JOHNSON & JOHNSON$207,752$382,433
KELLOGG CO$113,689$115,748
KIMBERLY-CLARK CORP$105,541$203,593
MC CORMICK & CO INC N-VT$14,331$85,084
MERCK & CO. INC$212,329$220,042
MICROSOFT CORP$29,551$268,016
VIACOMCBS INC$110,764$309,817

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$85$0$0
ADR FEES$495$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURN OF CAPITALDesc
Amt$40Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$18,849Amt
Net Investment Income$18,849NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$8,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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