LOPKER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOPKER FAMILY FOUNDATION (EIN 77-0448078)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202001349349101420
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T20:09:59-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770076647 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAMITZ BROOKS NIGHTINGALE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | 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 | 770448078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOPKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOPK | BusinessNameControlTxt |
| Phone | 8058865695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INNOVATION PLACE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM LOPKER | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8055654249 | PhoneNum |
| Signature | 2020-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.64.156.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-11 | IPDt |
| IP Tm | 12:36:36 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6914C1AC45FC759402097C0977BFF3E8EF462920 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D4F89E78E465368889BB483E491D42BE848D7349 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,799,042 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123,564 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,564 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $115,741 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $115,741 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $42,749 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $602,957 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $970,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $970,400 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,623 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $861,897 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,209,717 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,580 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,645 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $31,935 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $21,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,436 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $421 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $421 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,139 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,570 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,569 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,097 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,543 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,554 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $33,757 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $33,757 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $40,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,889 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $644 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $151,542 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,623 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,034,638 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,034,638 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,186,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,084,261 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$324,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,108,392 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,290 | CashBOYAmt |
| Cash EOY | $64,825 | CashEOYAmt |
| Cash EOYFMV | $64,825 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $62,177 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $139,415 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,891,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,793,467 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,793,467 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,828,977 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $78,766 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,783,968 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,750,211 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,801,335 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $25 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,803,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,747,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,799,042 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,050 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,850 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,050 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,850 | 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 | $18,794,132 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,739,068 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,794,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,739,068 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,803,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,747,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,794,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$324,283 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,269,219 | OtherIncreasesAmt |
| Subtotal | $22,739,068 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,739,068 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | QAD INC | PropertyDesc |
| Acquired | 2019-01-01 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $970,432 | GrossSalesPriceAmt |
| Cost Or Other Basis | $32 | CostOrOtherBasisAmt |
| Gain Or Loss | $970,400 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $970,400 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $970,400 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,180,643 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,038,378 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051247 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $848,369 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,584,291 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048246 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $547,773 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,565,221 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047364 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $364,230 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,112,431 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039971 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $298,354 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,968,621 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042814 | DistributionYr5Rt |
| Total Distribution | 0.229642 | TotalDistributionRt |
| Average Distribution | 0.045928 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,691,763 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $950,331 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,084 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $961,415 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,084,261 | 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 | $11,084 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,084 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,284 | TaxDueAmt |
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 | ANITA BLAKEMORE | IndividualWithBooksNm |
| Phone | 8058865695 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INNOVATION PLACE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| PAMELA M LOPKER | ||||||||
| 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | PRESIDENT/CEO | 0.00 | $0 | $0 | $0 |
| KARL BO LOPKER | ||||||||
| 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JULIANA L LOPKER | ||||||||
| 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | CFO | 0.00 | $0 | $0 | $0 |
| ANITA H BLAKEMORE | ||||||||
| 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | TREASURER | 1.00 | $42,580 | $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 | $18,846,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $359,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,801,335 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,006,866 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,006,866 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $315,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,691,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,034,588 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,034,588 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,084 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,084 | TotalTaxAmt |
| Distributable Before Adj | $1,023,504 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,023,504 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,023,504 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,084,261 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,084,261 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,084 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,073,177 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,023,504 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $30,762 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,642 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $76,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,084,261 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,023,504 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,757 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $137,161 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,161 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $30,762 | ExcessFromYear2Amt |
| Excess From Year1 | $45,642 | ExcessFromYear1Amt |
| Excess From Current Year | $60,757 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAMELA M LOPKER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANITA BLAKEMORE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INNOVATION PLACE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8056846641 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION LETTER SHOULD INCLUDE NAME OF ORGANIZATION AND PURPOSE OF GRANT.INCLUDE A COPY OF ORGANIZATION'S FEDERAL TAX EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN | ||||||||
| 867 VIA ABAJO | SANTA BARBARA | CA | 93110 | NONE | PC | IM FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,850 | |
| AMERICAN FILM INSTITUTE CONSERVATORY | ||||||||
| 2021 NORTH WESTERN AVENUE | LOS ANGELES | CA | 90027 | NONE | PC | GEMMA DOLL-GROSSMAN "SQUAWK1" PROJECT | $1,000 | |
| BOY SCOUTS OF AMERICA - TROOP 179 | ||||||||
| 3290 LOMA VISTA ROAD | VENTURA | CA | 93003 | NONE | PC | RANCHO ALEGRE OUTDOOR SCHOOL | $5,000 | |
| CHAPMAN UNIVERSITY | ||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PC | DATA FEST | $2,000 | |
| COUNCIL ON ALCOHOLISM AND DRUG ABUSE | ||||||||
| PO BOX 28 | SANTA BARBARA | CA | 93102 | NONE | PC | SUMMIT FOR DANNY | $1,000 | |
| DIRECT RELIEF INTERNATIONAL | ||||||||
| 27 SOUTH LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $25,000 | |
| DON BOSCO TECH | ||||||||
| 1151 SAN GABRIEL BOULEVARD | ROSEMEAD | CA | 91770 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $300,000 | |
| FOOD FROM THE HEART | ||||||||
| PO BOX 3908 | SANTA BARBARA | CA | 93130 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| FOUNDATION FOR SBCC | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,000 | |
| GIRLS INC | ||||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,000 | |
| GRANADA THEATER - SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC | ||||||||
| 1214 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 | |
| GROVE CHURCH | ||||||||
| 630 NW HICKORY STREET SUITE 120 PMB | ALBANY | OR | 97321 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | 104 |
| KINDERING | ||||||||
| 16120 NORTH EAST 8TH STREET | BELLEVUE | WA | 98008 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| MAPS | ||||||||
| 1115 MISSION STREET | SANTA CRUZ | CA | 95060 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| MOXI - THE WOLF MUSEUM | ||||||||
| PO BOX 4808 | SANTA BARBARA | CA | 93140 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $19,800 | |
| RANCHO EL CHORRO OUTDOOR SCHOOL | ||||||||
| 2450 PENNINGTON CREEK ROAD | SAN LUIS OBISPO | CA | 93405 | NONE | PC | PLANETARIUM | $10,000 | |
| ROCKY MOUNTAIN WOLF PROJECT | ||||||||
| PO BOX 913 | DENVER | CO | 80201 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| SAN FRANCISCO MUSEUM OF MODERN ART | ||||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 | |
| SANTA BARBARA HIGH SCHOOL COMPUTER SCIENCE ACADEMY FOUNDATION | ||||||||
| PO BOX 60354 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| SANTA BARBARA HIGH SCHOOL | ||||||||
| 700 EAST ANAPAMU STREET | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $25,000 | |
| SAVE THE REDWOODS | ||||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | PROJECT ALDER CREEK | $10,000 | |
| SCHOLARSHIP FOUNDATION OF SB | ||||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | PC | KARL LOPKER MEMORIAL FUND | $200,000 | |
| ST CATHERINE BY THE SEA | ||||||||
| 1931 POLI SREET | VENTURA | CA | 93003 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $175 | |
| THE GREATER CONTRIBUTION | ||||||||
| 3096 APACHE CIRCLE | THOUSAND OAKS | CA | 93013 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| UCSB FOUNDATION | ||||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $110,000 | |
| UNITY SHOPPE INC | ||||||||
| 110 WEST SOLA STREET | SANTA BARBARA | CA | 93131 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $3,813 | |
| UNIVERSITY OF CALIFORNIA MERCED | ||||||||
| 5200 NORTH LAKE ROAD | MERCED | CA | 95343 | NONE | PC | MATH DEPARTMENT | $25,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $200,000 | |
| WIKIMEDIA FOUNDATION INC | ||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,034,638 | 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 | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,564 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $42,749 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $602,957 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $19,623 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $788,905 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $788,905 | 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 | DAMITZ, BROOKS, NIGHTINGALE, TURNER & MORRISSET | CategoryTxt |
| Amt | $7,139 | Amt |
| Net Investment Income | $3,570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,569 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2017-08-29 | $900,667 | L | $0 | $0 | ||
| BUILDING | 2017-08-29 | $900,668 | SL | $32,752 | $32,752 | $43,669 | 27.500000000000 |
| ROOF | 2017-08-29 | $27,642 | SL | $1,005 | $1,005 | $1,340 | 27.500000000000 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 49(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS:PURSUANT TO IRC SECTION 4942(H)(2) AND REGLATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ___________________________________________ | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | QAD, INC. COMMON | StockNm |
| EOY Book Value | $20,793,467 | EOYBookValueAmt |
| EOYFMV | $20,793,467 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $900,667 | $0 | $900,667 | $900,667 |
| BUILDING | $900,668 | $76,421 | $824,247 | $900,668 |
| ROOF | $27,642 | $2,345 | $25,297 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRICE, POSTEL & PARMA | CategoryTxt |
| Legal Fees | $1,436 | LegalFeesAmt |
| Net Investment Income | $421 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $421 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES RECEIVABLE | Desc |
| BOY Book Value | $25 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $84 | $84 | $0 |
| LICENSES & PERMITS | $75 | $0 | $75 |
| RENTAL EXPENSES | $39,235 | $39,235 | $0 |
| OFFICE EXPENSE | $59 | $30 | $29 |
| PAYROLL PROCESSING | $1,080 | $540 | $540 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $19,623 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $19,623 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MARKETABLE SECURITIES | Desc |
| Amt | $4,269,219 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT - 1620 GARDEN | Desc |
| BOY Book Value | $9,050 | BOYBookValueAmt |
| EOY Book Value | $8,850 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,087 | $2,543 | $2,544 |
| FILING FEES | $10 | $0 | $10 |