LURIA FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LURIA FOUNDATION (EIN 77-0205301)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202133129349300248
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)
Return2021-11-08T12:42:37-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952089835PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARTLETT PRINGLE & WOLF LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11123 CHAPALA ST PO BOX 90860AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP931900860ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770205301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LURIA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLURIBusinessNameControlTxt
Phone8059699400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11264 COAST VILLAGE ROADAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN LURIA BUDGORPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8059699400PhoneNum
Signature2021-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKARENPersonFirstNm
Person LastLURIA BUDGORPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEILEEN F SHERIDANPreparerPersonNm
PTINP00122103PTIN
Phone8059637811PhoneNum
Preparation2021-11-01PreparationDt

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 IRS990

FieldValueIRS element (for citing)
Principal OfficerKAREN LURIA BUDGORPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11264 COAST VILLAGE ROADAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,362,531GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO MAKE CONTRIBUTIONS TO EXEMPT ORGANIZATIONSActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$312,574PYInvestmentIncomeAmt
CY Investment Income$266,887CYInvestmentIncomeAmt
PY Other Revenue$507,578PYOtherRevenueAmt
CY Other Revenue$441,788CYOtherRevenueAmt
PY Total Revenue$820,152PYTotalRevenueAmt
CY Total Revenue$708,675CYTotalRevenueAmt
PY Grants And Similar Paid$522,550PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$497,820CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$321,824PYOtherExpensesAmt
CY Other Expenses$187,369CYOtherExpensesAmt
PY Total Expenses$844,374PYTotalExpensesAmt
CY Total Expenses$685,189CYTotalExpensesAmt
PY Revenues Less Expenses-$24,222PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$23,486CYRevenuesLessExpensesAmt
Total Assets BOY$9,081,476TotalAssetsBOYAmt
Total Assets EOY$9,104,962TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,081,476NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,104,962NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO MAKE CONTRIBUTIONS TO EXEMPT ORGANIZATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$124,800ExpenseAmt
Grant$124,800GrantAmt
DescMUSIC ACADEMY OF THE WEST - TO SUPPORT 1) SCHOLARSHIP PROGRAMS AND 2) THE DAY TO DAY GENERAL OPERATIONS OF THE ACADEMY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$172,700ExpenseAmt
Grant$172,700GrantAmt
DescSANTA BARBARA MUSEUM OF ART - TO HELP COVER THE COSTS OF VARIOUS EXHIBITS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$119,120ExpenseAmt
Grant$119,120GrantAmt
DescSANTA BARBARA JEWISH FEDERATION - TO PROVIDE FINANCIAL ASSISTANCE TO THE FEDERATION FOR VARIOUS EXHIBITS AND PROGRAMS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$81,200ExpenseAmt
Grant$81,200GrantAmt
DescSANTA BARBARA CITY COLLEGE FOUNDATION - TO PROVIDE FUNDING FOR: 1) FULL TIME LIBRARY RESIDENT 2) PRESIDENT'S COUNCIL 3) PRESIDENT'S SCHOLARSHIP 4) JAPANESE LANGUAGE SCHOLARSHIP 5) KOREAN LANGUAGE 6) CAMPAIGN FOR STUDENT SUCCESS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$81,200TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$81,200TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$497,820TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LURIA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8059699400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11264 COAST VILLAGE ROADAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
LAUREN KATZ
DIRECTOR0.00Yes (X)$0$0$0
JOAN ROTHENBERG
DIRECTOR0.00Yes (X)$0$0$0
MAURICE SINGER
DIRECTOR0.00Yes (X)$0$0$0
DIANE SULLIVAN
DIRECTOR0.00Yes (X)$0$0$0
MINDY BUDGOR
DIRECTOR0.00Yes (X)$0$0$0
ADAM BUDGOR
DIRECTOR0.00Yes (X)$0$0$0
TED FRIEDEL
DIRECTOR0.00Yes (X)$0$0$0
PAUL GUIDO
DIRECTOR0.00Yes (X)$0$0$0
SCOTT VINCENT
DIRECTOR0.00Yes (X)$0$0$0
JEANNE TOWLES
DIRECTOR0.00Yes (X)$0$0$0
LEATRICE LURIA
PRESIDENT1.00$0$0$0Yes (X)
KAREN LURIA BUDGOR
VICE-PRESIDENT/TREASURER1.00$0$0$0Yes (X)
BRADY BOWMAN
SECRETARY1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$176,656TotalRevenueColumnAmt
Exclusion$176,656ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$472,450RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$62,331RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$410,119RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$410,119TotalRevenueColumnAmt
Exclusion$410,119ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$616,209SecuritiesAmt
Other$65,547OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$591,525SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$24,684SecuritiesAmt
Other$65,547OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$90,231TotalRevenueColumnAmt
Exclusion$90,231ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
FROM K-1: GA AUGUSTA W523000$13,271$13,271
FROM K-1: MOSAIC REAL211110$8,997$8,997
FEDERAL TAX REFUND523000$8,000$8,000

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,401TotalRevenueColumnAmt
Exclusion$1,401ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$31,669OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$708,675TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$708,675ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$497,820TotalAmt
Program Services$497,820ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$131,004TotalAmt
Management And General$131,004ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,680TotalAmt
Management And General$7,680ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,400TotalAmt
Management And General$2,400ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$35,982TotalAmt
Management And General$35,982ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,204TotalAmt
Management And General$3,204ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
BANK SERVICE CHARGES$6,624$6,624
FOREIGN TAXES$400$400
ATTORNEY GENERAL'S REGI$75$75

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$685,189TotalAmt
Program Services$497,820ProgramServicesAmt
Management And General$187,369ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$361,321BOYAmt
EOY$456,056EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,529BOYAmt
EOY$6,729EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,976,706LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,098,915LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,940,122BOYAmt
EOY$3,877,791EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,264,068BOYAmt
EOY$1,326,808EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,505,981BOYAmt
EOY$3,435,418EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,455BOYAmt
EOY$2,160EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,081,476BOYAmt
EOY$9,104,962EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$9,081,476BOYAmt
EOY$9,104,962EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,081,476BOYAmt
EOY$9,104,962EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,081,476BOYAmt
EOY$9,104,962EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$23,486ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations4SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (4 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
SANTA BARBARA JEWISH FEDERATION INC
23735475910Yes (1)$119,120$0
SANTA BARBARA MUSEUM OF ART
95166412210Yes (1)$172,700$0
SANTA BARBARA CITY COLLEGE FOUNDATION
9532345515Yes (1)$81,200$0
MUSIC ACADEMY OF THE WEST
95152581410Yes (1)$124,800$0
FieldValueIRS element (for citing)
Supported Organizations Total4SupportedOrganizationsTotalCnt
Support Sum$497,820SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided Documents0TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice Investment0SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$101,602PriorYearAmt
Current Year$90,231CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$776,403PriorYearAmt
Current Year$680,775CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$878,005PriorYearAmt
Current Year$771,006CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$62,331PriorYearAmt
Current Year$62,331CurrentYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$226,042PriorYearAmt
Current Year$187,369CurrentYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$589,632PriorYearAmt
Current Year$521,306CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$1,190,682PriorYearAmt
Current Year$1,409,817CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$588,491PriorYearAmt
Current Year$408,688CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$8,067,514PriorYearAmt
Current Year$8,032,232CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$9,846,687PriorYearAmt
Current Year$9,850,737CurrentYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$9,846,687PriorYearAmt
Current Year$9,850,737CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$147,700PriorYearAmt
Current Year$147,761CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$9,698,987PriorYearAmt
Current Year$9,702,976CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$339,465PriorYearAmt
Current Year$339,604CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$339,465PriorYearAmt
Current Year$339,604CurrentYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$589,632CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$501,187CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$339,465CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$501,187CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$501,187CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$497,820CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$0CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$497,820CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$497,820CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$501,187CYDistributableAsAdjustedAmt
CY Distribution Yr99.330000000000CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$501,187CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,053ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$522,550ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$533,603TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$501,187CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$32,416ExcessDistributionCyovAmt
CY Total Annual Distributions$497,820CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
Excess Distribution$497,820ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$530,236ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$32,416ExcessFromYear2Amt
Excess From Year1$497,820ExcessFromYear1Amt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,545,825InvestmentCostOrOtherBasisAmt
Book Value$2,545,825BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,430,881InvestmentCostOrOtherBasisAmt
Depreciation$1,098,915DepreciationAmt
Book Value$1,331,966BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,877,791TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EVERGREEN ADVANTAGE, LLC$1,924,999C
KY PIKEVILLE THOMPSON, LLC$35,868C
GA AUGUSTA WRIGHTSBORO, LLC$113,051C
SB KY PIKEVILLE RETAIL, LLC$350,739C
REALTY LINK FUND$502,025C
MOSAIC REAL ESTATE, LLC$152,596C
SC NMB RETAIL 3, LLC$356,140C
FieldValueIRS element (for citing)
Total Book Value Securities$3,435,418TotalBookValueSecuritiesAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$12,500PRESIDENT'S CIRCLE
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$12,500PRESIDENT'S CIRCLE
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$20,000LURIA LIBRARY
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$5,000LURIA STEM SCHOLARSHIP
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$5,000PRESIDENT'S SCHOLARSHIP
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$600KOREAN LANGUAGE SCHOLARSHIP
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$600JAPANESE LANGUAGE SCHOLARSHIP
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$25,000SPRING FORWARD GALA
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108951525814509(A)(1)$2,500COUNCIL GIFT
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108951525814509(A)(1)$2,500COUNCIL GIFT
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108951525814509(A)(1)$50,000ARTIST IN RESIDENCE
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108951525814509(A)(1)$20,000CONCERT HALL ONLINE
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108951525814509(A)(1)$9,800FULL SCHOLARSHIP IN SOLO PIANO
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108951525814509(A)(1)$25,000SING PROGRAM
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108951525814509(A)(1)$15,000MARLI DIGITAL CHALLENGE
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$5,000LION OF JUDAH
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$5,000LION OF JUDAH
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$4,320WOMEN'S PHILANTHROPY LUNCHEON
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$1,800WOMEN'S PHILANTHROPY LUNCHEON
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$35,000ANNUAL CAMPAIGN
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$8,000FOOD DELIVERY PROGRAM
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$10,000SCHMOOZE ROOM MEAL PROGRAM
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$50,000CAPITAL CAMPAGIGN
SANTA BARBARA MUSEUM OF ART
1130 STATE STREETSANTA BARBARACA93101951664122509(A)(1)$100,000IMAGINE MORE CAMPAIGN
SANTA BARBARA MUSEUM OF ART
1130 STATE STREETSANTA BARBARACA93101951664122509(A)(1)$5,000MUSEUM CONTEMPORARIES
SANTA BARBARA MUSEUM OF ART
1130 STATE STREETSANTA BARBARACA93101951664122509(A)(1)$2,700BENEFACTOR'S CIRCLE
SANTA BARBARA MUSEUM OF ART
1130 STATE STREETSANTA BARBARACA93101951664122509(A)(1)$35,000ANNUAL FUND TO SUPPORT OPERATIONS
SANTA BARBARA MUSEUM OF ART
1130 STATE STREETSANTA BARBARACA93101951664122509(A)(1)$30,000CONTEMPORARY ART COLLECTION
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
LEATRICE LURIA
LEATRICE LURIA IS PRESIDENT OF THE FOUNDATION & OWNS 100% OF LURIA CO. LLC.$131,004THE FOUNDATION PAID MANAGEMENT FEES OF $131,004 TO LURIA COMPANY, LLC.0
KAREN LURIA-BUDGOR
KAREN LURIA-BUDGOR IS VICE PRESIDENT OF THE FOUNDATION$28,800THE FOUNDATION PAID RENT OF $28,800 TO KAREN LURIA-BUDGOR WHO OWNS THE BUILDING OUT OF WHICH THE FOUNDATION OPERATES.0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2LEATRICE LURIA IS THE MOTHER AND EMPLOYER OF KAREN LURIA BUDGOR AND THE EMPLOYER OF BRADY BOWMAN. KAREN LURIA BUDGOR IS THE MOTHER OF MINDY BUDGOR AND ADAM BUDGOR.
FORM 990, PART VI, SECTION B, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PART VI, SECTION C, LINE 19THE FORM 990 IS LOCATED ON GUIDESTAR.ORG. ALSO, A PAPER COPY IS AVAILABLE AT THE FOUNDATION'S OFFICE UPON REQUEST.

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