KATHERINE ESTES ROGERS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KATHERINE ESTES ROGERS FOUNDATION INC (EIN 95-4669012)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-28
- IRS object ID
- 202003029349100525
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-28T15:42:21-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953654092 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beeson Hoffman & Siddall Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 North Central Ave Suite 325 | AddressLine1Txt |
| City | Glendale | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | 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 | 954669012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Katherine Estes Rogers Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 8056919440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Country Road | AddressLine1Txt |
| City | Santa Ynez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93460 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER L KESTER | PersonNm |
| Person Title | Secy/Treasurer | PersonTitleTxt |
| Signature | 2020-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jonathan DeSpain CPA | PreparerPersonNm |
| PTIN | P00979088 | PTIN |
| Phone | 8182408322 | PhoneNum |
| 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 | $530,075 | 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 | $299 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $299 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $299 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,590 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,590 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,590 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,950 | GrossSalesPriceAmt |
| Total Rev And Expnss | $10,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,889 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,889 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,753 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,753 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $264 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $264 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,570 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $156 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,861 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,173 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,161 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,473 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,132 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,319 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,889 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,329 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,329 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $168,413 | CorporateStockBOYAmt |
| Corporate Stock EOY | $166,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $341,130 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $73,634 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $73,890 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $41,217 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $119,470 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $103,655 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $132,399 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $379,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $359,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $530,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $379,984 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $379,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $359,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $379,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $359,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $379,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,132 | ExcessRevenueOverExpensesAmt |
| Subtotal | $359,852 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $359,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10 RESIDEO TECHN | P | 2018-02-02 | 2019-02-14 | $249 | $195 | $54 | $54 |
| 670 TWEEDY BROWNE | P | 2018-02-15 | 2019-05-13 | $18,184 | $18,608 | -$424 | -$424 |
| 10 CORTEVA INC | P | 2019-05-02 | 2019-06-14 | $250 | $416 | -$166 | -$166 |
| 9 DUPONT DE NEMOURS | P | 2019-03-21 | 2019-07-02 | $667 | $828 | -$161 | -$161 |
| 3843.773 CITY NATL ROCHDALE FDS HIGH YIELD BD | P | 2018-02-15 | 2019-10-01 | $30,177 | $31,340 | -$1,163 | -$1,163 |
| 32.625 BROOKFIELD INVT FDS GLB LSTD RE | P | 2018-12-15 | 2019-12-31 | $423 | $423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,860 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$327 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,685 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $471,228 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05238 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,827 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $453,546 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04813 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,190 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $416,523 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05568 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $434,511 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05052 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,444 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $447,546 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04121 | DistributionYr5Rt |
| Total Distribution | 0.247912 | TotalDistributionRt |
| Average Distribution | 0.049582 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $488,720 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,232 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $63 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,295 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,473 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $126 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $126 | SubtotalAmt |
| Tax Based On Investment Income | $126 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $126 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer Kester | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056919440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Country Road | AddressLine1Txt |
| City | Santa Ynez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TIFFANY ERB | ||||||
| 232 N KENNEBEC DR | ANAHEIM | CA | 92807 | President | 2.00 | $0 |
| Eli Erb | ||||||
| 232 North Kennebec Drive | Anaheim | CA | 92807 | Director | 1.00 | $0 |
| F BENTLEY MOONEY III | ||||||
| 841 Skelley Road | Yoncalla | OR | 97499 | Director | 1.00 | $0 |
| JENNIFER L KESTER | ||||||
| 3100 COUNTRY ROAD | SANTA YNEZ | CA | 93460 | Secy/Treasurer | 2.00 | $0 |
| STEVEN KESTER | ||||||
| 3100 COUNTRY RD | SANTA YNEZ | CA | 93460 | Director | 1.00 | $0 |
| SUSAN MOONEY | ||||||
| 841 Skelley Road | Yoncalla | OR | 97499 | Director | 1.00 | $0 |
| Megan Barber | ||||||
| PO Box 1116 | Drain | OR | 97435 | Director | 1.00 | $0 |
| Thomas Barber | ||||||
| PO Box 1116 | Drain | OR | 97435 | Director | 1.00 | $0 |
| Matthew Mooney | ||||||
| 1925 Neva Court | Cottage Grove | OR | 97424 | Director | 1.00 | $0 |
| Jennifer Mooney | ||||||
| 1925 Neva Court | Cottage Grove | OR | 97424 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $468,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $496,162 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $496,162 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,442 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $488,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,436 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,436 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $126 | TotalTaxAmt |
| Distributable Before Adj | $24,310 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,310 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,310 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,473 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,473 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $19,473 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,310 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,519 | UndistributedIncomePYAmt |
| Qualifying Distributions | $19,473 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,519 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,954 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $21,356 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YOUTH EDUCATION SPORTS SCHOLARS YES | |||||||
| PO BOX 4563 | CHATSWORTH | CA | 91311 | N/A | PC | YOUTH EDUCATIONAL SPORTS SCHOLARSHIP | $300 |
| FIRST DESCENTS | |||||||
| 6000 GREENWOOD PLAZA BLVD | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | YOUNG ADULT CANCER SURVIVOR SUPPORT | $3,000 |
| STUPID CANCER | |||||||
| 40 WORTH ST 808 | NEW YORK | NY | 10013 | NONE | PC | CANCER VICTIM SUPPORT | $4,000 |
| USC NORRIS CANCER CENTER | |||||||
| 1441 EASTLAKE AVENUE | LOS ANGELES | CA | 90033 | NONE | PC | CANCER RESEARCH | $3,000 |
| REAL LIFE SKILLS | |||||||
| 123 WORTHINGTON ST 204 | SPRING VALLEY | CA | 91977 | NONE | PC | TO TEACH AND EDUCATE THOSE IN NEED INCLUDING HOMELESS, AT RISK YOUTH, & THOSE STRUGGLING WITH LIFE CHALLENGES, CONCEPTS AND UNDERSTANDING LIFE CHOICES FOR SEEKING A BETTER AND MORE PRODUCTIVE LIFE | $3,000 |
| VIKINGS CHARITIES | |||||||
| 2027 VILLAGE LANE 203 | SOLVANG | CA | 93463 | NONE | PC | TO PROVIDE HELP FOR THE MEDICALLY RELATED NEEDS OF QUALIFIED INDIVIDUALS AND HEALTH CARE ORGANIZATIONS | $1,000 |
| CANCER FOUNDATION OF SANTA BARBARA | |||||||
| 601 W JUNIPERO ST | SANTA BARBARA | CA | 93105 | N/A | PC | TO PROVIDE & ENSURE SUPERIOR CANCER CARE TO PATIENTS REGARDLESS OF MEANS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $299 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,590 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,860 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,889 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,860 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,029 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,753 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,753 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL MEETING | $5,118 | ||
| BANK CHARGES | $3 | $3 | |
| INVESTMENT FEES | $5,567 | $5,567 | |
| OFFICE SUPPLIES | $20 | $20 | |
| POSTAGE & DELIVERY | $136 | $136 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FRANCHISE TAX BOARD | $10 | $10 |
| IRS | $229 | $229 |
| STATE ATTORNEY GENERAL | $25 | $25 |
Comments