SHANBROM FAM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHANBROM FAM FOUNDATION (EIN 77-0518326)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-11
- IRS object ID
- 202041329349101509
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-11T18:26:13-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954149172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMO ARJANI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E COLORADO BLVD SUITE 426 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770518326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHANBROM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM J SHANBROM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
| Phone | 8056466864 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE SUITE B | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J SHANBROM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8056466864 | PhoneNum |
| Signature | 2020-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM H HRANCHAK | PreparerPersonNm |
| PTIN | P00641665 | PTIN |
| Phone | 6265781978 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $20,040,897 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $260 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $260 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $320,180 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $320,180 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $628,175 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,241,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $628,175 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $948,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $948,615 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,741 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,741 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $992 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,903 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,941 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $928,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $928,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $961,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,941 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $930,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $930,674 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $729,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $749,201 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $749,201 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,322,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,289,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,291,696 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,052,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,038,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,040,897 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $7,052,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,038,760 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,052,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,038,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,052,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,038,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,052,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,038,800 | SubtotalAmt |
| Other Decreases | $40 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,038,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 218,460.616 SHS FIDELITY FUNDS PRIME RESERVES PORTFOLIO | P | 2019-09-03 | 2019-11-05 | $218,541 | $218,526 | $15 | $15 |
| 1,512.000 SHS SHIRE PLC | P | 2016-06-03 | 2019-01-10 | $282,383 | $287,340 | -$4,957 | -$4,957 |
| 285.000 SHS CLOROX | P | 2018-06-27 | 2019-01-04 | $43,495 | $37,197 | $6,298 | $6,298 |
| 350.000 SHS HERSHEY | P | 2018-06-27 | 2019-01-04 | $37,107 | $32,911 | $4,196 | $4,196 |
| 90.000 SHS APPLE | P | 2013-06-26 | 2019-11-06 | $23,089 | $5,107 | $17,982 | $17,982 |
| 90.000 SHS HERSHEY | P | 2018-06-27 | 2019-11-07 | $12,695 | $8,463 | $4,232 | $4,232 |
| 180.000 SHS MC CORMICK & CO INC | P | 2009-07-08 | 2009-01-04 | $24,680 | $5,884 | $18,796 | $18,796 |
| 120.000 SHS MICROSOFT CORP | P | 2010-10-07 | 2019-11-07 | $17,337 | $2,943 | $14,394 | $14,394 |
| 260.000 SHS MONDELEZ INTL | P | 2018-06-27 | 2019-11-07 | $13,498 | $10,696 | $2,802 | $2,802 |
| 80.000 SHS APPLE | P | 2013-06-26 | 2019-11-07 | $20,756 | $4,540 | $16,216 | $16,216 |
| 0.408 SHS TAKEDA | P | 2019-01-10 | 2019-01-10 | $8 | $8 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $548,201 | $548,201 | $548,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $628,175 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $862,016 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,680,867 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048754 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $775,964 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,387,203 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047352 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $716,556 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,588,276 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049119 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $671,051 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,391,840 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046627 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $646,697 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,911,534 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046486 | DistributionYr5Rt |
| Total Distribution | 0.238338 | TotalDistributionRt |
| Average Distribution | 0.047668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,509,147 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $882,294 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,307 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $891,601 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $930,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,307 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,307 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,307 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,693 | OverpaymentAmt |
| Applied To ES Tax | $1,693 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM J SHANBROM | IndividualWithBooksNm |
| Phone | 8056466864 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J SHANBROM | ||||||||
| 603 W OJAI AVE SUITE B | OJAI | CA | 93023 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| SUSAN F KRABBE | ||||||||
| 603 W OJAI AVE SUITE B | OJAI | CA | 93023 | SECRETARY | 1.00 | $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 |
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 | $18,025,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $765,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,791,012 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,791,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $281,865 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,509,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $925,457 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $925,457 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,307 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,307 | TotalTaxAmt |
| Distributable Before Adj | $916,150 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $916,150 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $916,150 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $930,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $930,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,307 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $920,893 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $916,150 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $608,201 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $930,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $608,201 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $321,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $594,151 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM J SHANBROM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE SUITE B | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8056466864 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGORA FOUNDATION | |||||||
| 1129 MARICOPA HIGHWAY SUITE 156 | OJAI | CA | 93023 | PC | TEACHER EDUCATION | $10,000 | |
| AMERICAN BIRD CONSERVANCY | |||||||
| PO BOX 249 | THE PLAINS | VA | 20198 | PC | BIRD CONSERVATION | $8,000 | |
| ANAHEIM BALLET | |||||||
| 280 E LINCOLN AVE | ANAHEIM | CA | 92805 | PC | EDUCATION AND OUTREACH | $50,000 | |
| CAL POLY ARTS | |||||||
| ONE GRAND AVENUE | SAN LUIS OBISPO | CA | 93407 | PC | SUPPORT OF ARTS PROGRAM | $5,000 | |
| CAMA | |||||||
| 2060 ALAMEDA PADRE SERRA SUITE 201 | SANTA BARBARA | CA | 93103 | PC | SUPPORT OF MUSIC PERFORMANCES | $10,000 | |
| CANZONA | |||||||
| PO BOX 1663 | SAN LUIS OBISPO | CA | 93406 | PC | PUBLIC MUSIC PROGRAMS | $2,500 | |
| CARAMOOR | |||||||
| PO BOX 816 | KATONAH | NY | 10536 | PC | SOUND ART INSTALLATION | $50,000 | |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 303032440 | PC | CANCER RESEARCH | $10,000 | |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PC | CONSERVATION OF ENDANGERED SPECIES | $10,000 | |
| CENTRAL COAST STATE PARKS ASSOCIATION | |||||||
| 202 TANK ROAD SUITE H2 | SAN LUIS OBISPO | CA | 93401 | PC | CALIFORNIA STATE PARK SYSTEM | $2,500 | |
| CONDOR SURVIVAL FUND | |||||||
| 5668 WEST FLYING HAWK LANE | BOISE | ID | 83709 | PC | ENDANGERED SPECIES PROTECTION | $5,000 | |
| DESERT MOUNTAIN COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD 405B | PHOENIX | AZ | 85016 | PC | EDUCATION SCHOLARSHIPS | $20,000 | |
| DIRECT RELIEF FOUNDATION | |||||||
| 27 S LA PATERA LN | GOLETA | CA | 93117 | PC | DISASTER RELIEF | $25,000 | |
| ECOLOGISTICS | |||||||
| 633 RAMONA AVE SPACE 103 | LOS OSOS | CA | 93402 | PC | CULTURAL AND ARTS PROGRAMS | $17,500 | |
| ENVIRONMENT IN THE PUBLIC INTEREST | |||||||
| 1013 MONTEREY STREET SUITE 202 | SAN LUIS OBISPO | CA | 93401 | PC | HABITAT PRESERVATION | $5,000 | |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | PC | SOCIAL SERVICE PROVIDER | $25,000 | |
| KAMINANDO HABITAT CONNECTIVITY INITIATIVE | |||||||
| 101 17TH STREET NO2 | OAKLAND | CA | 94612 | PC | CONSERVATION EQUIPMENT | $10,000 | |
| KCBX INC | |||||||
| 4100 VACHELL LN | SAN LUIS OBISPO | CA | 93401 | PC | PUBLIC RADIO ARTS REPORTING | $2,500 | |
| KROTONA INSTITUTE | |||||||
| 2 KROTONA HILL | OJAI | CA | 93203 | PC | CONSERVATION STEWARDSHIP | $5,000 | |
| LEGAL VOICE | |||||||
| 907 PINE STREET SUITE 500 | SEATTLE | WA | 98101 | PC | LEGAL AID | $10,000 | |
| LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION | |||||||
| 1996 EASTMAN AVE 101 | VENTURA | CA | 93003 | PC | HOME HEALTHCARE | $25,000 | |
| LOS PADRES FOREST WATCH INC | |||||||
| PO BOX 831 | SANTA BARBARA | CA | 93102 | PC | CONSERVATION PROGRAMS | $10,000 | |
| MUSIC OF REMEMBRANCE | |||||||
| PO BOX 27500 | SEATTLE | WA | 98165 | PC | MUSIC OF HOLOCAUST MUSICIANS | $10,000 | |
| MUSICAL INSTRUMENT MUSEUM | |||||||
| 4725 EAST MAYO BOULEVARD | PHOENIX | AZ | 85050 | PC | MUSICAL INSTRUMENT MUSEUM | $5,000 | |
| OJAI CARES | |||||||
| 960 EAST OJAI AVENUE SUITE 105 | OJAI | CA | 93023 | PC | CANCER PROGRAMS | $10,000 | FIREBIRD PLAZA |
| OJAI FESTIVALS LTD | |||||||
| PO BOX 185 | OJAI | CA | 93024 | PC | SUPPORT OF MUSIC PERFORMANCES | $200,000 | |
| OJAI RAPTOR CENTER | |||||||
| PO BOX 182 | OAK VIEW | CA | 93022 | PC | CONSERVATION AND EDUCATION | $10,000 | |
| OJAI VALLEY LAND CONSERVANCY | |||||||
| PO BOX 1092 | OJAI | CA | 93024 | PC | EDUCATION AND CONSERVATION | $10,000 | |
| OTHER MINDS | |||||||
| 333 VALENCIA ST SUITE 303 | SAN FRANCISCO | CA | 94103 | PC | SUPPORT OF MUSIC PERFORMANCES | $5,000 | |
| PACIFIC SYMPHONY | |||||||
| 3631 S HARBOR BLVD 100 | SANTA ANA | CA | 92704 | PC | SPONSORSHIP OF PERFORMANCES | $30,000 | |
| PEREGRINE FUND | |||||||
| 5668 W FLYING HAWK LANE | BOISE | ID | 83709 | PC | ENDANGERED SPECIES RESEARCH | $30,000 | |
| PLANNED PARENTHOOD OF SANTA BARBARA VENTURA & SAN LUIS OBISPO COUNTIES INC | |||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | PC | SUPPORT OF PROGRAMS AND SERVICES | $10,000 | |
| PLYMOUTH HOUSING GROUP | |||||||
| 2113 3RD AVE | SEATTLE | WA | 98121 | PC | HOUSING FOR HOMELESS | $15,000 | |
| RWANDA GIRLS INITIATIVE | |||||||
| PO BOX 325 | MEDINA | WA | 98039 | PC | EDUCATION SCHOLARSHIPS | $10,000 | |
| SACRAMENTO CHORAL SOCIETY | |||||||
| 4025A BRIDGE STREET | FAIR OAKS | CA | 95628 | PC | UNDERWRITING OF CHORAL MUSIC | $5,000 | |
| SAN LUIS COASTAL EDUCATION FOUNDATIO | |||||||
| 1500 LIZZIE ST | SAN LUIS OBISPO | CA | 934013062 | PC | PUBLIC SCHOOL PROGRAMS | $5,000 | |
| SAN LUIS OBISPO BOTANICAL GARDENS | |||||||
| 3450 DAIRY CREEK ROAD | SAN LUIS OBISPO | CA | 93405 | PC | PUBLIC GARDEN EDUCATION PROGRAMS | $2,500 | |
| SAN LUIS OBISPO FILM FESTIVAL | |||||||
| PO BOX 1449 | SAN LUIS OBISPO | CA | 93406 | PC | SUPPORT OF PROGRAMS | $5,000 | |
| SAN LUIS OBISPO MASTER CHORALE | |||||||
| PO BOX 3318 | SAN LUIS OBISPO | CA | 93403 | PC | SUPPORT OF CHORAL PROGRAMS | $2,500 | |
| SAVE THE REDWOODS | |||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | PC | CONSERVATION OF REDWOOD TREES | $25,000 | |
| SEATTLE SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 21906 | SEATTLE | WA | 98111 | PC | SUPPORT OF PERFORMANCES | $15,000 | |
| SPOKES | |||||||
| 3765 S HIGUERA SUITE 140 | SAN LUIS OBISPO | CA | 93401 | PC | BOARD DEVELOPMENT | $5,000 | |
| TAHOE TRUCKEE COMMUNITY FND | |||||||
| PO BOX 366 | TRUCKEE | CA | 96160 | PC | MARCY OLSON MEMORIAL FUND | $5,000 | |
| THE CREW | |||||||
| PO BOX 1532 | OJAI | CA | 930241532 | PC | THOMAS FIRE RESTORATION | $10,000 | |
| THE TURTLE CONSERVANCY | |||||||
| PO BOX 1289 | OJAI | CA | 93024 | PC | TURTLE CONSERVATION | $25,000 | |
| THE WILDERNESS SOCIETY | |||||||
| 1615 M ST NW | WASHINGTON | DC | 20036 | PC | CONSERVATION OF WILDERNESS | $15,000 | |
| TREEHOUSE | |||||||
| 2100 24TH AVE S 200 | SEATTLE | WA | 98144 | PC | FOSTER CARE | $10,000 | |
| UC REGENTS | |||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | PC | HIRSCH SOIL RESEARCH | $30,000 | |
| UC REGENTS | |||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | PC | UCSB ARTS & LECTURES | $30,000 | |
| UC SANTA CRUZ | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 950641077 | PC | CONSERVATION TOXICOLOGY | $10,000 | |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION (UCI) | |||||||
| 100 THEORY SUITE 250 | IRVINE | CA | 92617 | PC | MEDICAL SCHOOL SCHOLARSHIPS | $20,000 | |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PC | SERVICES FOR AMERICAN MILITARY | $5,000 | |
| VENTANA WILDLIFE SOCIETY | |||||||
| 19045 PORTOLA DR | SALINAS | CA | 93908 | PC | CONDOR CONSERVATION | $10,000 | |
| WHISPERING HOPE RANCH | |||||||
| PO BOX 54070 | PHOENIX | AZ | 85078 | PC | CAMP FOR DISABLED CHILDREN | $10,000 | |
| WIKIMEDIA FOUNDATION INC | |||||||
| 149 NEW MONTGOMERY 3RD FL | SAN FRANCISCO | CA | 94105 | PC | EDUCATIONAL GRANT | $10,000 | |
| WILD AT HEART | |||||||
| 31840 N 45TH STREET | CAVE CREEK | AZ | 85331 | PC | RAPTOR CONSERVATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $928,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $260 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $320,180 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $628,175 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $948,615 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $948,615 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $2,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARCHER-DANIELS-MIDLND CO | $64,454 | $262,248 |
| AT&T INC | $9,896 | $52,641 |
| AUTOMATIC DATA PROCESSING | $28,491 | $128,216 |
| BAXTER INTERNATIONAL INC | $154,437 | $853,677 |
| CARDINAL HEALTH INC | $36,646 | $175,462 |
| COMCAST CORP NEW CL A | $5,480 | $32,648 |
| CVS HEALTH CORP | $31,429 | $349,460 |
| FLUOR CORP | $16,817 | $18,880 |
| JPMORGAN CHASE & CO | $6,093 | $130,479 |
| MERCK & CO INC | $36,062 | $123,692 |
| PROCTOR & GAMBLE CO | $473,215 | $1,316,946 |
| TEXAS INSTRUMENTS INC | $6,245 | $282,238 |
| TYSON FOODS INC CL A | $8,250 | $216,766 |
| WAL-MART STORES INC | $12,525 | $285,216 |
| VANGUARD WINDSOR II FUND ADM | $1,151,481 | $1,886,263 |
| VANGUARD INTERNATIONAL GROWTH ADM | $1,013,888 | $2,049,100 |
| VANGUARD PRIMECAP FUND ADMIRAL | $1,878,686 | $6,873,254 |
| ALPHABET INC | $145,555 | $173,813 |
| APPLE INC | $48,804 | $252,539 |
| AUTOMATIC DATA PROCESSING | $36,918 | $173,910 |
| BROADRIDGE FINL SOLUTION | $71,353 | $205,694 |
| CLOROX COMPANY | $66,666 | $129,741 |
| THE HABIT RESTAURANT INC | $138,148 | $99,241 |
| HERSHEY COMPANY | $145,007 | $230,759 |
| JOHNSON & JOHNSON | $207,752 | $354,464 |
| KIMBERLY-CLARK CORP | $105,541 | $207,701 |
| MC CORMICK & CO INC N-VT | $17,410 | $91,654 |
| MICROSOFT CORP | $31,023 | $199,490 |
| MOLSON COORS BREWING CLB | $125,527 | $107,800 |
| MONDELEZ INTL INC CL A | $43,451 | $116,219 |
| EDWARDS LIFESCIENCE CORP | $0 | $1,733,811 |
| TAKEDA PHARMACEUTICAL CO LTD | $144,799 | $150,165 |
| FIDELITY FUNDS PRIME RESERVES | $27,510 | $27,509 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $40 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $160 | $0 | $0 |
| ADR FEES | $832 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,741 | Amt |
| Net Investment Income | $15,741 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $12,770 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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