G A FOWLER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- G A FOWLER FAMILY FOUNDATION (EIN 47-1152264)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-25
- IRS object ID
- 202003309349100705
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-25T15:20:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330690020 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVINE LOFGREN MORRIS & ENGELBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4180 LA JOLLA VILLAGE DR STE 300 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471152264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G A FOWLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAFO | BusinessNameControlTxt |
| Phone | 9493992500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH A CLARK | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 9493992500 | PhoneNum |
| Signature | 2020-11-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DALE SNEAD CPA | PreparerPersonNm |
| PTIN | P00367663 | PTIN |
| Phone | 8584551200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.43.33.117 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-25 | IPDt |
| IP Tm | 13:14:04 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Federal Original Submission Id | 33260120203210412e37 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C3BB90DEDDA6047A5561B9D09C1EB931711A804B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 610241256569447C04E4F8624FCD811656A070C8 | 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 | $50,843,843 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35,000,000 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $418,704 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,721,407 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,721,407 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $35,418,704 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,721,407 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,721,407 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $501 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $501 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $6,458 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $498,512 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $498,512 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $527,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $527,971 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $980,105 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $980,105 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,508,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,508,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,910,628 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,721,407 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,721,407 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,966 | CashBOYAmt |
| Cash EOY | $195,123 | CashEOYAmt |
| Cash EOYFMV | $195,123 | CashEOYFMVAmt |
| Other Investments BOY | $17,224,721 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,648,720 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,648,720 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,355,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,843,843 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,843,843 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $16,380 | AccountsPayableEOYAmt |
| Grants Payable EOY | $382,042 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $200,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $200,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $200,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $598,422 | 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 | $17,155,687 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,245,421 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,155,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,245,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,355,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,843,843 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,155,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,910,628 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,066,315 | SubtotalAmt |
| Other Decreases | $820,894 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,245,421 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $896,894 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,920,453 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090409 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $759,217 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,137,260 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074894 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $507,460 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,062,591 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050430 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $221,818 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,616,628 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039493 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Total Distribution | 0.255226 | TotalDistributionRt |
| Average Distribution | 0.051045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,219,246 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $930,001 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,214 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $947,215 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,508,076 | 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 | $17,214 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,214 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,420 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $320 | EsPenaltyAmt |
| Overpayment | $5,886 | OverpaymentAmt |
| Applied To ES Tax | $5,886 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH A CLARK | IndividualWithBooksNm |
| Phone | 9493992500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL EARL | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| NANCY DUBONNET | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR/SECRETARY | 10.00 | $0 | $0 | $0 |
| JOSEPH A CLARK | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR/TREASURER | 10.00 | $0 | $0 | $0 |
| ANDREW H CUMMINS | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| STEPHEN E LEFKOVITS | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROPERTY MANAGEMENT INTERNSHIP PROGRAM HELPING STUDENTS DEVELOP REAL LIFE TRANSFERABLE SKILLS IN REAL ESTATE. | Description1Txt |
| Expenses1 | $498,509 | Expenses1Amt |
| Description2 | PROPERTY MANAGEMENT SPECIALIZATION PROGRAM BY DESIGNING AND SPONSORING COLLEGE AND UNIVERSITY PROGRAMS FOR STUDENTS WHO ASPIRE TO BECOME FUTURE LEADERS IN PROPERTY OR ASSET MANAGEMENT. | Description2Txt |
| Expenses2 | $6,298 | Expenses2Amt |
| Description3 | COMMITMENT TO CREATING A PEACEFUL WORLD THROUGH SUSTAINABLE AND PRODUCTIVE OPPORTUNITIES IN HEALTH CARE. | Description3Txt |
| Expenses3 | $157,250 | Expenses3Amt |
| Description4 | SUPPORTING EDUCATION AND ENVIRONMENTAL CONSERVATION CONCERNING THE NATURAL WORLD AND THE HUMAN IMPACT ON IT. | Description4Txt |
| Expenses4 | $822,855 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,333,652 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,496,696 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,496,696 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $277,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,219,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $910,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,508,076 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,508,076 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,214 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,490,862 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2014-05-27 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $910,962 | CurrentYearAmt |
| Year1 | $496,023 | Year1Amt |
| Year2 | $506,863 | Year2Amt |
| Year3 | $209,935 | Year3Amt |
| Total | $2,123,783 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $774,318 | CurrentYearAmt |
| Year1 | $421,620 | Year1Amt |
| Year2 | $430,834 | Year2Amt |
| Year3 | $178,445 | Year3Amt |
| Total | $1,805,216 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,508,076 | CurrentYearAmt |
| Year1 | $912,785 | Year1Amt |
| Year2 | $768,447 | Year2Amt |
| Year3 | $509,559 | Year3Amt |
| Total | $3,698,867 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,508,076 | CurrentYearAmt |
| Year1 | $912,785 | Year1Amt |
| Year2 | $768,447 | Year2Amt |
| Year3 | $509,559 | Year3Amt |
| Total | $3,698,867 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $607,308 | CurrentYearAmt |
| Year1 | $330,682 | Year1Amt |
| Year2 | $337,909 | Year2Amt |
| Year3 | $335,420 | Year3Amt |
| Total | $1,611,319 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHA | |||||||
| 1209 DE LA VINA STREET SUITE A | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $1,078 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,000 |
| BALL STATE UNIVERSITY FOUNDATION | |||||||
| 2800 W BETHEL AVENUE | MUNCIE | IN | 47304 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $3,500 |
| BOYS AND GIRLS CLUB OF SANTA BARBARA | |||||||
| 632 EAST CANON PERDIDO STREET | SANTA BARBARA | CA | 93103 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 |
| BRAIN STORMZ PARENT ORGANIZATION INC | |||||||
| 600 TEMPLE AVE | CAMARILLO | CA | 93010 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $500 |
| CALM | |||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $30,000 |
| CARPENTERIA CHILDREN'S PROJECT | |||||||
| 5201 8TH STREET | CARPINTERIA | CA | 93013 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 |
| CHILD NEUROLOGY FOUNDATION | |||||||
| 201 CHICAGO AVENUE 200 | MINNEAPOLIS | MN | 55415 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,000 |
| CHP 11-99 FOUNDATION | |||||||
| 2244 NORTH STATE COLLEGE BLVD | FULLERTON | CA | 92831 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $10,750 |
| E3 PARTNERS | |||||||
| PO BOX 1053 | SEARCY | AR | 72145 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $500 |
| FINE PRINT FUNDING | |||||||
| 4511 30TH STREET 6 | SAN DIEGO | CA | 92116 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| FOOD RUNNERS | |||||||
| 2579 WASHINGTON ST | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $500 |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 490 W FOSTER RD | SANTA MARIA | CA | 93455 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $2,500 |
| HEAL THE OCEAN | |||||||
| 1430 CHAPALA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $2,500 |
| HOSPICE OF SANTA BARBARA INC | |||||||
| 2050 ALAMEDA PADRE SERRA 100 | SANTA BARBARA | CA | 93103 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $2,500 |
| HOWARD UNIVERSITY | |||||||
| 2244 10TH STREET ROOM 302 | WASHINGTON | DC | 20059 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $4,000 |
| HUMAN RIGHTS WATCH | |||||||
| 11500 W OLYMPIC BLVD SUITE 608 | LOS ANGELES | CA | 90064 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $27,500 |
| INDEPENDENCE CENTER | |||||||
| 4245 FOREST PARK AVE | SAINT LOUIS | MO | 63108 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 |
| INDIGENOUS EDUCATION FOUNDATION OF TANZANIA | |||||||
| 333 E 2ND STREET | OGALLALA | NE | 69153 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $16,500 |
| IVAN CARTER WILDLIFE CONSERVATION | |||||||
| 17 S MAGNOLIA AVENUE | ORLANDO | FL | 32801 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $25,000 |
| KENNESAW STATE UNIVERSITY | |||||||
| 1000 CHASTAIN ROAD NO 9101 | KENNESAW | GA | 30144 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $3,000 |
| LAGUNA BLANCA SCHOOL | |||||||
| 4125 PALOMA DRIVE | SANTA BARBARA | CA | 93110 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $116,060 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| PO BOX 6234 | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $10,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 426 AUDITORIUM ROAD | EAST LANSING | MI | 48824 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| MUSEUM OF CONTEMPORARY ART SANTA BARBARA | |||||||
| 653 PASEO NUEVO | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY ROAD | MONTECITO | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $2,500 |
| MUSICOLOGY SANTA BARBARA | |||||||
| 1070 FAIRWAY ROAD | MONTECITO | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 |
| NATIONAL DOWN SYNDROME SOCIETY | |||||||
| 8 E 41ST STREET EIGHTH FLOOR | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $250 |
| NMHC RESEARCH FOUNDATION | |||||||
| 1775 EYE STREET NW 1000 | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 |
| NORCO COLLEGE | |||||||
| 2001 THIRD STREET | NORCO | CA | 92860 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 |
| PACIFIC MARINA INN - DAN BAUMANN SCHOLARSHIP | |||||||
| 2628 WAIWAI LOOP | HONOLULU | HI | 96819 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 |
| PATH | |||||||
| 2201 WESTLAKE AVENUE SUITE 200 | SEATTLE | WA | 98121 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $2,500 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $3,500 |
| SANTA AGUILA FOUNDATION | |||||||
| 1482 EAST VALLEY ROAD BOX 513 | SANTA BARBARA | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 |
| SANTA BARBARA BOWL FOUNDATION | |||||||
| 1122 N MILPAS | SANTA BARBARA | CA | 93103 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $7,500 |
| SANTA BARBARA EDUCATION FOUNDATION | |||||||
| 1330 STATE ST STE 201 | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $125 |
| SANTA BARBARA FOUNDATION - RESILIENT COMMUNITIES | |||||||
| 1111 CHAPALA STREET SUITE 200 | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $482,042 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE ST | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $10,000 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $42,100 |
| SANTA BARBARA NEIGHBORHOOD CLINIC | |||||||
| 915 N MILPAS ST | SANTA BARBARA | CA | 93103 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $25,000 |
| SANTA BARBARA PUBLIC LIBRARY FOUNDATION | |||||||
| 40 E ANAPAMU ST | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $500 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| 2253 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| SHELTER BOX USA | |||||||
| 101 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $1,000 |
| SIEMPRE UNIDOS | |||||||
| 1001 SMITH ROAD | MILL VALLEY | CA | 94941 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $50,000 |
| STORYCORPS | |||||||
| 80 HANSON PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $1,200 |
| STORYTELLER CHILDREN'S CENTER | |||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| TCU BOX 297011 | FORT WORTH | TX | 76129 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $4,000 |
| THE CAMPANILE FOUNDATION | |||||||
| 5500 CAMPANILE DRIVE MC1968 | SAN DIEGO | CA | 92182 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 |
| THE FOUNDATION ROUNDTABLE | |||||||
| PO BOX 60157 | SANTA BARBARA | CA | 93160 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $1,250 |
| UCSB FOUNDATION - NICK JOHNSON FUND | |||||||
| 3201 SAASB BUILDING PAYROLL OFFICE | SANTA BARBARA | CA | 93106 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| ULI FOUNDATION | |||||||
| 2001 L STREET NW SUITE 200 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $1,000 |
| UNITED CEREBRAL PALSY | |||||||
| 1825 K ST NE STE 600 | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $250 |
| UNIVERSITY OF ALABAMA | |||||||
| 801 UNIVERSITY BOULEVARD SUITE 100 | TUSCALOOSA | AL | 35487 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 |
| UNIVERSITY OF GEORGIA | |||||||
| 424 E BROAD STREET | ATHENS | GA | 30602 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 |
| UNIVERSITY OF IDAHO | |||||||
| 875 PERIMETER DRIVE | MOSCOW | ID | 83844 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $4,000 |
| UNIVERSITY OF MARYLAND | |||||||
| 3501 UNIVERSITY BLVD E | ADELPHI | MD | 20783 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $500 |
| USD BURNHAM-MOORES CENTER | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $10,000 |
| VIRGINIA TECH FOUNDATION INC | |||||||
| 902 PRICES FORK RD SUITE 4500 | BLACKSBURG | VA | 24061 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| WIDOWS ORPHANS & DISABLED FIREFIGHTER'S FUND | |||||||
| 7470 N FIGUEROA ST | LOS ANGELES | CA | 90041 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,000 |
| WORLDREADER | |||||||
| 1211 FOLSOM STREET 4TH FLOOR | SAN FRANCISCO | CA | 94103 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $5,000 |
| YMCA OF HONOLULU | |||||||
| 1441 PALI HIGHWAY | HONOLULU | HI | 96813 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,000 |
| YMCA RETIREMENT FUND | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $10,000 |
| YOUTH INTERACTIVE | |||||||
| 1219 STATE ST | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $980,105 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531190 | BusinessCd |
| Related Or Exempt Function Incm | $418,704 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $418,704 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $418,704 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | TO PROVIDE FUNDING TOWARDS REAL ESTATE AND INTERNSHIP SPONSORSHIP | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY A FOWLER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 245.5 ACRES OF VACANT LAND IN ELVERTA, CALIFORNIA | NoncashPropertyDesc |
| Fair Market Value | $35,000,000 | FairMarketValueAmt |
| Received | 2019-12-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS IN FUNDS | FMV | $11,799,433 | $11,799,433 |
| INVESTMENTS - LAND | FMV | $38,849,287 | $38,849,287 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $501 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $501 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX INVESTMENT PARTNERSHIP DIFFERENCES | $794,818 |
| BOOK/TAX INCOME TAX DIFFERENCES | $26,076 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| POSTAGE | $3 | $0 | $0 | $3 |
| PROPERTY MANAGEMENT INTERNSHIP PROGRAM | $498,509 | $0 | $0 | $498,509 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $418,704 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,721,407 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,721,407 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY A FOWLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY | $6,298 | $0 | $0 | $6,298 |
| FRANCHISE TAX BOARD | $160 | $0 | $0 | $160 |
Comments