UCSB CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UCSB CHARITABLE FOUNDATION INC (EIN 06-1665773)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-16
IRS object ID
202031989349100323
Schema version
2019v5.1
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)
Return2020-07-16T13:35:40-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Crowe LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1488 Madison Avenue - Floor 3AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061665773EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UCSB Charitable Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% UNION COUNTY SAVINGS BANKInCareOfNm
Business Name ControlUCSBBusinessNameControlTxt
Phone9083544600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1320 North Broad StreetAddressLine1Txt
CityElizabethCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD C SIMSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9083544600PhoneNum
Signature2020-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames D SlivanyaPreparerPersonNm
PTINP00638817PTIN
Phone2125725500PhoneNum
Preparation2020-07-15PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,071,983FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$53,737InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$53,737InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$53,737TotalRevAndExpnssAmt
Total Net Invst Incm$53,737TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$737ExcessRevenueOverExpensesAmt
Net Investment Income$53,737NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,071,246SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,071,983SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,071,983SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,071,246TotalAssetsBOYAmt
Total Assets EOY$1,071,983TotalAssetsEOYAmt
Total Assets EOYFMV$1,071,983TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,071,246RetainedEarningBOYAmt
Retained Earning EOY$1,071,983RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,071,246TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,071,983TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,071,246TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,071,983TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,071,246TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$737ExcessRevenueOverExpensesAmt
Subtotal$1,071,983SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,071,983TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$52,463AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,057,894NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049592DistributionYr1Rt
Adjusted Qlfy Distri Yr2$52,463AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,054,117NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04977DistributionYr2Rt
Adjusted Qlfy Distri Yr3$52,462AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,057,436NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049612DistributionYr3Rt
Adjusted Qlfy Distri Yr4$52,464AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,056,816NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049643DistributionYr4Rt
Adjusted Qlfy Distri Yr5$51,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,054,905NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04882DistributionYr5Rt
Total Distribution0.247437TotalDistributionRt
Average Distribution0.049487AverageDistributionRt
Net Vl Noncharitable Assets$1,058,893NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$52,401AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$537NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,938AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$53,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$537InvestmentIncomeExciseTaxAmt
Subtotal$537SubtotalAmt
Tax Based On Investment Income$537TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$666EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,666TotalPaymentsAndCreditsAmt
Overpayment$1,129OverpaymentAmt
Applied To ES Tax$1,129AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1UNION COUNTY SAVINGS BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9083544600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1320 NORTH BROAD STREETAddressLine1Txt
CityELIZABETHCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07207ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD C SIMS
320 North Broad StreetElizabethNJ07207PRESIDENT/TRUSTEE10.0$0$0$0
WILLIAM D JONES
320 North Broad StreetElizabethNJ07207VICE PRESIDENT/TRUSTEE10.0$0$0$0
KATHLEEN H DOYLE
320 North Broad StreetElizabethNJ07207SECRETARY/TRUSTEE10.0$0$0$0
TINA A FREDELLA
320 North Broad StreetElizabethNJ07207TRUSTEE10.0$0$0$0
JOSEPH A MANFREDI
320 North Broad StreetElizabethNJ07207TRUSTEE10.0$0$0$0
BILL R FENSTEMAKER
320 North Broad StreetElizabethNJ07207TRUSTEE10.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,075,018AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,075,018TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,075,018AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,125CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,058,893NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,945MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,945MinimumInvestmentReturnAmt
Tax Based On Investment Income$537TaxBasedOnInvestmentIncomeAmt
Total Tax$537TotalTaxAmt
Distributable Before Adj$52,408DistributableBeforeAdjAmt
Distributable Before Ded$52,408DistributableBeforeDedAmt
Distributable As Adjusted$52,408DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$53,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$537PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$52,463AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,408DistributableAsAdjustedAmt
Undistributed Income PY$48,748UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$53,000QualifyingDistributionsAmt
Applied To Year1$48,748AppliedToYear1Amt
Applied To Current Year$4,252AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$48,156UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAINT JOSEPH SOCIAL SERVICE CENTER
118 DIVISION STREETELIZABETHNJ07206NONEPCASSISTS POOR AND HOMELESS COMMUNITIES$13,000
CENTER FOR HOPE HOSPICE & PALLIATIVE CARE
1900 RARITAN ROADSCOTCH PLAINSNJ07076NONEPCTO PROVIDE COMMUNITY SERVICE PROGRAM SUPPORT$6,000
BRIDGEWAY REHABILITATION SERVICES
615 NORTH BROAD STREETELIZABETHNJ07208NONEPCPROVIDES ASSISTANCE FOR PSYCHIATRIC REHABILITATION$3,000
COMMUNITY ACCESS
80 WEST GRAND STREETELIZABETHNJ07208NONEPCPROVIDES QUALITY SUPPORT SERVICES FOR PEOPLE IN NEED$12,000
BOYS AND GIRLS CLUB OF UNION COUNTY
1050 JEANETTE AVENUEUNIONNJ07083NONEPCOFFERS CLUB PROGRAMS AND SERVICES TO ENHANCE THE DEVELOPMENT OF BOYS AND GIRLS IN THE LOCAL COMMUNITY$5,000
PROCEED INC
1126 DICKINSON STREETELIZABETHNJ07201NONEPCPROVIDES AND CONNECTS PEOPLE TO EDUCATIONAL, HEALTH AND HUMAN SERVICES$2,500
BENEDICTINE ACADEMY
840 NORTH BROAD STREETELIZABETHNJ07208NONEPCSUPPORTS EDUCATION FACILITY$2,500
YWCA OF UNION COUNTY
1131 EAST JERSEY STREETELIZABETHNJ07201NONEPCPROVIDES SERVICES AND EDUCATION DEDICATED TO ELIMINATING RACISM, EMPOWERING WOMEN, AND PROMOTING PEACE, JUSTICE, FREEDOM, AND DIGNITY$4,000
ELIZABETH COALITION TO HOUSE THE HOMELESS
118 DIVISION STREETELIZABETHNJ07206NONEPCHELP HOUSE THE RESIDENTS OF ELIZABETH$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,737ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$53,737ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,737TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

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