G A FOWLER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- G A FOWLER FAMILY FOUNDATION (EIN 47-1152264)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349109578
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T18:49:24-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330690020 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVINE LOFGREN MORRIS & ENGELBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4180 LA JOLLA VILLAGE DR STE 300 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | 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 | 471152264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G A FOWLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAFO | BusinessNameControlTxt |
| Phone | 9493992500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH A CLARK | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 9493992500 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | CLARK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DALE SNEAD CPA | PreparerPersonNm |
| PTIN | P00367663 | PTIN |
| Phone | 8584551200 | 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 | $48,944,163 | 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 |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $267,109 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,214,003 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,214,003 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $267,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,214,003 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,214,003 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,275 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,275 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,160 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $23,812 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $23,812 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $652,171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $652,171 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $706,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $706,418 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,417,164 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,417,164 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,123,582 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,123,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,856,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,214,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,214,003 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $195,123 | CashBOYAmt |
| Cash EOY | $26,826 | CashEOYAmt |
| Cash EOYFMV | $26,826 | CashEOYFMVAmt |
| Other Investments BOY | $50,648,720 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,917,337 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,917,337 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $50,843,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,944,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,944,163 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,380 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $62,487 | AccountsPayableEOYAmt |
| Grants Payable BOY | $382,042 | GrantsPayableBOYAmt |
| Loans From Officers BOY | $200,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,650,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $598,422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,712,487 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $50,245,421 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,231,676 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,245,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,231,676 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,843,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,944,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,245,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,856,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,388,948 | SubtotalAmt |
| Other Decreases | $1,157,272 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,231,676 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,875 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,875 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,500 | 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 | $47,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,625 | OverpaymentAmt |
| Applied To ES Tax | $30,625 | 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 | 0 | 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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH A CLARK | IndividualWithBooksNm |
| Phone | 9493992500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL EARL | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| NANCY DUBONNET | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR/SECRETARY | 10.00 | $0 | $0 | $0 |
| JOSEPH A CLARK | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR/TREASURER | 10.00 | $0 | $0 | $0 |
| ANDREW H CUMMINS | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| STEPHEN E LEFKOVITS | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROPERTY MANAGEMENT INTERNSHIP PROGRAM HELPING STUDENTS DEVELOP REAL LIFE TRANSFERABLE SKILLS IN REAL ESTATE. | Description1Txt |
| Expenses1 | $645,071 | Expenses1Amt |
| Description2 | PROPERTY MANAGEMENT SPECIALIZATION PROGRAM BY DESIGNING AND SPONSORING COLLEGE AND UNIVERSITY PROGRAMS FOR STUDENTS WHO ASPIRE TO BECOME FUTURE LEADERS IN PROPERTY OR ASSET MANAGEMENT. | Description2Txt |
| Expenses2 | $23,802 | Expenses2Amt |
| Description3 | COMMITMENT TO CREATING A PEACEFUL WORLD THROUGH SUSTAINABLE AND PRODUCTIVE OPPORTUNITIES IN HEALTH CARE. | Description3Txt |
| Expenses3 | $350,925 | Expenses3Amt |
| Description4 | SUPPORTING EDUCATION AND ENVIRONMENTAL CONSERVATION CONCERNING THE NATURAL WORLD AND THE HUMAN IMPACT ON IT. | Description4Txt |
| Expenses4 | $1,066,239 | Expenses4Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,975 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $48,917,337 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,028,312 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,028,312 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $735,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,292,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,414,644 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,123,582 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,123,582 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,123,582 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2014-05-27 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,214,003 | CurrentYearAmt |
| Year1 | $910,962 | Year1Amt |
| Year2 | $496,023 | Year2Amt |
| Year3 | $506,863 | Year3Amt |
| Total | $3,127,851 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,031,903 | CurrentYearAmt |
| Year1 | $774,318 | Year1Amt |
| Year2 | $421,620 | Year2Amt |
| Year3 | $430,834 | Year3Amt |
| Total | $2,658,673 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,123,582 | CurrentYearAmt |
| Year1 | $1,508,076 | Year1Amt |
| Year2 | $912,785 | Year2Amt |
| Year3 | $768,447 | Year3Amt |
| Total | $5,312,890 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,123,582 | CurrentYearAmt |
| Year1 | $1,508,076 | Year1Amt |
| Year2 | $912,785 | Year2Amt |
| Year3 | $768,447 | Year3Amt |
| Total | $5,312,890 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,609,763 | CurrentYearAmt |
| Year1 | $607,308 | Year1Amt |
| Year2 | $330,682 | Year2Amt |
| Year3 | $337,909 | Year3Amt |
| Total | $2,885,662 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 911 AT EASE INTERNATIONAL INC | ||||||||
| PO BOX 30363 | SANTA BARBARA | CA | 93130 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,000 | |
| 93108 FUND | ||||||||
| 1530 LINGATE LANE | SANTA BARBARA | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $1,500 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| 975 SOUTH MYRTLE AVE | TEMPE | AZ | 85281 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 | |
| ARTS MENTORSHIP PROGRAM | ||||||||
| 531 EAST COTA STREET | SANTA BARBARA | CA | 93103 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 | |
| BALL STATE UNIVERSITY FOUNDATION | ||||||||
| 2800 W BETHEL AVENUE | MUNCIE | IN | 47304 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,000 | |
| BONNEVILLE ENVIRONMENTAL FOUNDATION | ||||||||
| 1500 SW 1ST AVENUE SUITE 885 | PORTLAND | OR | 97201 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,000 | |
| BOYS AND GIRLS CLUB OF SANTA BARBARA | ||||||||
| 632 EAST CANON PERDIDO STREET | SANTA BARBARA | CA | 93103 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 | |
| BREAKTHROUGH NEW YORK | ||||||||
| 123 WILLIAM ST 4TH FLOOR | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 | |
| CALIFORNIA STATE UNIVERSITY | ||||||||
| 401 GOLDEN SHORE | LONG BEACH | CA | 90802 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $100,000 | |
| CALM | ||||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $55,000 | |
| CARPENTERIA CHILDREN'S PROJECT | ||||||||
| 5201 8TH STREET | CARPINTERIA | CA | 93013 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 | |
| CHP 11-99 FOUNDATION | ||||||||
| 2244 NORTH STATE COLLEGE BLVD | FULLERTON | CA | 92831 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $25,500 | |
| DREAM FOUNDATION | ||||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,000 | |
| DUCKS UNLIMITED INC | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $1,501 | |
| EVERYBODY SOLAR | ||||||||
| 31995 DANE COURT | TEMECULA | CA | 92591 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $11,250 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $10,000 | |
| FEEDING AMERICA SAN DIEGO | ||||||||
| 9477 WAPLES STREET SUITE 100 | SAN DIEGO | CA | 92121 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $7,750 | |
| FINE PRINT FUNDING | ||||||||
| 4511 30TH STREET 6 | SAN DIEGO | CA | 92116 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 | |
| FOOD FORWARD | ||||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $7,750 | |
| FOODBANK OF SANTA BARBARA COUNTY | ||||||||
| 490 W FOSTER RD | SANTA MARIA | CA | 93455 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $15,000 | |
| FORCE BLUE | ||||||||
| PO BOX 1254 | MT PLEASANT | CA | 29465 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $4,863 | |
| FRANCISCO PARK CONSERVANCY | ||||||||
| RUSSIAN HILL PARK BAY STREET LARKIN | SAN FRANCISCO | CA | 94109 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $10,000 | STREET |
| GANNA WALSKA LOTUSLAND | ||||||||
| COLD SPRING ROAD | MONTECITO | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 | |
| GRID ALTERNATIVES HEADQUARTERS | ||||||||
| 1171 OCEAN AVENUE SUITE 200 | OAKLAND | CA | 94608 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $11,250 | |
| HEAL THE OCEAN | ||||||||
| 1430 CHAPALA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $20,000 | |
| HOSPICE OF SANTA BARBARA INC | ||||||||
| 2050 ALAMEDA PADRE SERRA 100 | SANTA BARBARA | CA | 93103 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 11500 W OLYMPIC BLVD SUITE 608 | LOS ANGELES | CA | 90064 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $50,000 | |
| IAN BURKHART FOUNDATION | ||||||||
| 8419 GLENEAGLES COURT | DUBLIN | OH | 43017 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $2,500 | |
| IEFT | ||||||||
| 16192 COASTAL HIGHWAY | LEWES | DE | 19958 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $20,000 | |
| IVAN CARTER WILDLIFE CONSERVATION | ||||||||
| 17 S MAGNOLIA AVENUE | ORLANDO | FL | 32801 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $25,000 | |
| JESSIE REES FOUNDATION | ||||||||
| 9701 RESEARCH DRIVE SUITE 150 | IRVINE | CA | 92618 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $500 | |
| KENNESAW STATE UNIVERSITY | ||||||||
| 1000 CHASTAIN ROAD NO 9101 | KENNESAW | GA | 30144 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,500 | |
| KISS THE GROUND | ||||||||
| 2236 SOUTH BARRINGTON AVE | LOS ANGELES | CA | 90064 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,625 | |
| LAGUNA BLANCA SCHOOL | ||||||||
| 4125 PALOMA DRIVE | SANTA BARBARA | CA | 93110 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $17,958 | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| 426 AUDITORIUM ROAD | EAST LANSING | MI | 48824 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 | |
| NATIONAL HISTORICALLY BLACK COLLEGES | ||||||||
| 2350 DECKMAN LANE | SILVER SPRING | MD | 20906 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $200 | |
| NMHC RESEARCH FOUNDATION | ||||||||
| 1775 EYE STREET NW 1000 | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 | |
| PATH | ||||||||
| 2201 WESTLAKE AVENUE SUITE 200 | SEATTLE | WA | 98121 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,000 | |
| PEOPLES' SELF-HELP HOUSING | ||||||||
| 26 EAST VICTORIA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $10,000 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $20,000 | |
| RODALE INSTITUTE | ||||||||
| 1014 WEST VENTURA BOULEVARD | CAMARILLO | CA | 93010 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,625 | |
| RTA BUELLTON HOTEL LLC | ||||||||
| 2082 MICHELSON DRIVE | IRVINE | CA | 92612 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $2,500 | |
| RUSSELL TROWBRIDGE | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,300 | |
| SANTA BARBARA BOTANIC GARDEN | ||||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $25,000 | |
| SANTA BARBARA COTTAGE HOSPITAL | ||||||||
| 400 WEST PUEBLO STREET | SANTA BARBARA | CA | 93105 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $50,000 | |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE ST | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $10,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $27,000 | |
| SANTA BARBARA NEIGHBORHOOD CLINIC | ||||||||
| 915 N MILPAS ST | SANTA BARBARA | CA | 93103 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $80,000 | |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | ||||||||
| 2253 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 | |
| SEIZING EVERY OPPORTUNITY | ||||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,705 | |
| SHELTER BOX USA | ||||||||
| 101 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $10,000 | |
| SIEMPRE UNIDOS | ||||||||
| 1001 SMITH ROAD | MILL VALLEY | CA | 94941 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $53,000 | |
| SOUL RIVER | ||||||||
| 1926 NORTH KILPATRICK STREET SUITE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | PROMOTING EDUCATIONPROMOTING EDUCATION | $4,862 | B |
| STORYCORPS | ||||||||
| 80 HANSON PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $2,500 | |
| STOUT UNIVERSITY FOUNDATION | ||||||||
| LOUIS SMITH TAINTER HOUSE 320 | MENOMONIE | WI | 54751 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,500 | BROADWAY STREET SOUTH |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| TCU BOX 297011 | FORT WORTH | TX | 76129 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 | |
| THE CAMPANILE FOUNDATION | ||||||||
| 5500 CAMPANILE DRIVE MC1968 | SAN DIEGO | CA | 92182 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $500,000 | |
| THE FOUNDATION ROUNDTABLE | ||||||||
| PO BOX 60157 | SANTA BARBARA | CA | 93160 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $4,250 | |
| THE LAND INSTITUTE | ||||||||
| 2440 EAST WATER WELL ROAD | SALINA | KS | 67401 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,625 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $10,000 | |
| ULI FOUNDATION | ||||||||
| 2001 L STREET NW SUITE 200 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $1,000 | |
| UNITED WAY OF SANTA BARBARA COUNTY | ||||||||
| 320 EAST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $50,000 | |
| UNIVERSITY OF GEORGIA | ||||||||
| 424 E BROAD STREET | ATHENS | GA | 30602 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $4,000 | |
| UNIVERSITY OF SAN DIEGO | ||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 | |
| UNIVERSITY OF SAN DIEGO - BMC | ||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 91110 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $10,000 | |
| VIRGINIA TECH FOUNDATION INC | ||||||||
| 902 PRICES FORK RD SUITE 4500 | BLACKSBURG | VA | 24061 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $3,250 | |
| YMCA RETIREMENT FUND | ||||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $10,000 | |
| WATERKEEPER ALLIANCE | ||||||||
| 180 MAIDEN LANE SUITE 603 | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $27,500 | |
| WHITE BUFFALO LAND TRUST | ||||||||
| ADDRESS- PO BOX 22 | SUMMERLAND | CA | 93067 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $5,625 | |
| WIKIMEDIA FOUNDATION INC | ||||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $275 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,417,164 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531190 | BusinessCd |
| Related Or Exempt Function Incm | $267,109 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $267,109 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,109 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | TO PROVIDE FUNDING TOWARDS REAL ESTATE AND INTERNSHIP SPONSORSHIP | RelationshipStatementTxt |
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 | $25,160 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25,160 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS IN FUNDS | FMV | $12,501,848 | $12,501,848 |
| INVESTMENTS - LAND | FMV | $36,415,489 | $36,415,489 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,275 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,275 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX INVESTMENT PARTNERSHIP DIFFERENCES | $1,127,020 |
| BOOK/TAX INCOME TAX DIFFERENCES | $30,252 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $7,100 | $0 | $0 | $7,100 |
| PROPERTY MANAGEMENT INTERNSHIP PROGRAM | $645,071 | $0 | $0 | $645,071 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $267,109 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,214,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,214,003 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY A FOWLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY | $23,802 | $0 | $0 | $23,802 |
| FRANCHISE TAX BOARD | $10 | $0 | $0 | $10 |
Comments