HUTTON FOUNDATION A DELAWARE CORP: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HUTTON FOUNDATION A DELAWARE CORP (EIN 33-0779894)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349103858
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T17:15:33-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953680171 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGOWAN GUNTERMANN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E VICTORIA ST 2ND FLOOR | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931012018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330779894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTTON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA HUTTON PARKER FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUTT | BusinessNameControlTxt |
| Phone | 8059574740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS C PARKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8059574740 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISLEY N REED CPA | PreparerPersonNm |
| PTIN | P00025230 | PTIN |
| Phone | 8059629175 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 13:15:57 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F004DEF44DC13B337929F127D5203848500724B5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6CA71955389ECE6561D98E8BA620F91141958AF2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $107,110,831 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19,011 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,011 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $667,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $667,383 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,644,397 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,644,397 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $877,947 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,821,358 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,872,757 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,821,358 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $979,827 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $979,827 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,131,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,131,976 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $362,911 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $344,765 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,146 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $150,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $7,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $54,632 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,732 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,895 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,895 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,005 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $49,405 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $211,579 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $140,299 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $71,280 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $518,872 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $518,872 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $127,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $118,932 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $929 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $914,242 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $885,250 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,379 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,379 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,348,492 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,275,561 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73,520 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,758,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,299,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $228,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,051,154 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,051,154 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,809,310 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,299,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,280,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $322,666 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,832,802 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $290,914 | CashBOYAmt |
| Cash EOY | $476,341 | CashEOYAmt |
| Cash EOYFMV | $476,341 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $720,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,641 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,641 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $420,168 | AcctRcvblAmt |
| Acct Rcvbl BOY | $186,294 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $420,168 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $420,168 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $73,043 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $109,565 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $73,043 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $73,043 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,895 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,832 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,832 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $49,966,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,047,836 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,501,161 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $49,569,007 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $10,599,447 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $37,061,737 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $38,969,560 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $64,001,415 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,099 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,099 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $140,637 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $111,063 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $33,080 | LandBOYAmt |
| Land EOY | $29,574 | LandEOYAmt |
| Land EOYFMV | $29,574 | LandEOYFMVAmt |
| Other Assets BOY | $630,479 | OtherAssetsBOYAmt |
| Other Assets EOY | $565,557 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $565,557 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $89,000,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,625,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,110,831 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $263,263 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $217,932 | AccountsPayableEOYAmt |
| Grants Payable BOY | $806,526 | GrantsPayableBOYAmt |
| Grants Payable EOY | $782,970 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $11,587,354 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $11,357,320 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $29,103 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,337 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,686,246 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,380,559 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $76,314,589 | UnrestrictedBOYAmt |
| Unrestricted EOY | $71,245,092 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,314,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,245,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $89,000,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,625,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,314,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $322,666 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,601,480 | OtherIncreasesAmt |
| Subtotal | $82,238,735 | SubtotalAmt |
| Other Decreases | $10,993,643 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,245,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5,872,757 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,051,399 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,821,358 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,821,358 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,821,358 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,051,256 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,907,865 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062388 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,084,295 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,715,452 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067467 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,192,952 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $50,999,357 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062608 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,708,258 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,475,638 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055868 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,231,941 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,322,665 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076364 | DistributionYr5Rt |
| Total Distribution | 0.324695 | TotalDistributionRt |
| Average Distribution | 0.064939 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $49,086,582 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,187,634 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,328 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,225,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,280,045 | 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 | $38,328 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,328 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $91,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $91,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $52,990 | OverpaymentAmt |
| Applied To ES Tax | $52,990 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | WWW.HUTTONFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS C PARKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059574740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS C PARKER | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | PRESIDENT | 35.00 | $308,911 | $54,000 | $0 |
| ARLENE R CRAIG | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | SECRETARY | 5.00 | $0 | $0 | $0 |
| JESS T PARKER | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN PARKER | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHUCK SLOSSER | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAM TYLER | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER PARKER | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA J LEWIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHIEF OPERATING OFFI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $175,171 | CompensationAmt |
| Employee Benefits | $30,000 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $49,363,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $470,421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,834,093 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,834,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $747,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,086,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,454,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,454,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,328 | TotalTaxAmt |
| Distributable Before Adj | $2,416,001 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,416,001 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,416,001 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,280,045 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,280,045 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $38,328 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,241,717 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,416,001 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,058 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $381,950 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $768,796 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $853,884 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $697,157 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,739,845 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,280,045 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,416,001 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $864,044 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,603,889 | 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 | $38,058 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,565,831 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $381,950 | ExcessFromYear4Amt |
| Excess From Year3 | $768,796 | ExcessFromYear3Amt |
| Excess From Year2 | $853,884 | ExcessFromYear2Amt |
| Excess From Year1 | $697,157 | ExcessFromYear1Amt |
| Excess From Current Year | $864,044 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HUTTON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8059574740 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATIONS SEEKING GRANTS SHOULD SUBMIT THE INFORMATION (SEE SCHEDULE O) AS REQUIRED ON THE COPY OF THE APPLICATION FORMS (GRANT APPLICATION COVER SHEET) OR (PROGRAM RELATED INVESTMENT PRELIMINARY APPLICATION) ALL APPLICATIONS ARE AVILABLE ON THE WEBSITE AT WWW.HUTTONFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VISIT WWW.HUTTONFOUNDATION.ORG FOR VARIOUS DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO 501(C)(3)/509(A) PUBLIC CHARITIES IN CALIFORNIA (SEE SCHEDULE O FOR CONTINUATION) (SPECIAL CONSIDERATION TO ORANGE, RIVERSIDE AND SANTA BARBARA COUNTIES) IN THE AREAS OF EDUCATION; HEALTH & HUMAN SERVICES; CIVIC & COMMUNITY DEVELOPMENT; WOMEN'S SERVICES; AND YOUTH & FAMILY SERVICES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| WOMEN'S ECONOMIC VENTURES | |||||||
| 333 S SALINAS ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | SMALL BUSINESS ECONOMIC RECOVERY | $100,000 | |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | CRISIS RESPONSE | $88,100 | |
| UNITED BOYS & GIRLS CLUBS OF GREATER SANTA BARBARA COUNTY | |||||||
| 1528 CHAPALA SUITE 309 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $65,000 | |
| SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA ST SUITE 200 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $61,500 | |
| COLD SPRING SCHOOL FOUNDATION | |||||||
| 2243 SYCAMORE CANYON ROAD | SANTA BARBARA | CA | 93108 | PUBLIC CHARITY | CRISIS RESPONSE | $50,000 | |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $50,000 | |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | CRISIS RESPONSE | $50,000 | |
| GIRLS INCORPORATED OF CARPINTERIA | |||||||
| 5315 FOOTHILL RD | CARPINTERIA | CA | 93013 | PUBLIC CHARITY | CRISIS RESPONSE, MEDIA GRANT | $50,000 | |
| IMMACULATE HEART COMMUNITY | |||||||
| 800 EL BOSQUE ROAD | SANTA BARBARA | CA | 93108 | PUBLIC CHARITY | 2017 CORE SUPPORT, CRISIS RESPONSE | $50,000 | |
| LOS PADRES COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 4000 MODOC RD | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | CRISIS RESPONSE | $50,000 | |
| SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC | |||||||
| 1214 STATE STREET 6TH FLOOR | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $50,000 | |
| SANTA BARBARA NEIGHBORHOOD CLINICS | |||||||
| 915 N MILPAS STREET 2ND FLOOR | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | CRISIS RESPONSE | $50,000 | |
| SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE | |||||||
| 545 NORTH ALISAL ROAD | SOLVANG | CA | 93463 | PUBLIC CHARITY | CRISIS RESPONSE | $50,000 | |
| STATE STREET BALLET | |||||||
| 2285 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | CRISIS RESPONSE | $50,000 | |
| TRANSITION HOUSE | |||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $50,000 | |
| UNITED WAY OF SANTA BARBARA | |||||||
| 320 EAST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $50,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | CRISIS RESPONSE, MEDIA GRANT | $47,700 | |
| FUND FOR SANTA BARBARA | |||||||
| 26 WEST ANAPAMU STREET SUITE 100 | SANTA BARBARA | CA | 931012192 | PUBLIC CHARITY | SPONSORSHIP | $45,000 | |
| SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION | |||||||
| 1330 STATE STREET SUITE 102 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $45,000 | |
| GIRLS INCORPORATED OF GREATER SANTA BARBARA | |||||||
| PO BOX 236 | SANTA BARBARA | CA | 931020236 | PUBLIC CHARITY | CRISIS RESPONSE, SBI MEDIA GRANT | $43,000 | |
| HOSPICE OF SANTA BARBARA INC | |||||||
| 2050 ALAMEDA PADRE SERRA SUITE 100 | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | CRISIS RESPONSE | $42,500 | |
| CHILD ABUSE LISTENING MEDIATION INC | |||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | SPONSOR, CRISIS RESPONSE, SM SUN MEDIA GRANT | $42,200 | |
| ENSEMBLE THEATRE PROJECT INC | |||||||
| 1330 STATE STREET SUITE 204 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE, GENERAL OPERATING SUPPORT | $41,000 | |
| UC REGENTS | |||||||
| 1210 MESA RD | SANTA BARBARA | CA | 931065030 | PUBLIC CHARITY | ARTS & LECTURES SPONSOR, CRISIS RESPONSE | $41,000 | |
| FRIENDSHIP ADULT DAY CARE CENTER | |||||||
| 89 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | PUBLIC CHARITY | CRISIS RESPONSE | $40,000 | |
| OPERA SANTA BARBARA | |||||||
| 1330 STATE STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $40,000 | |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | CRISIS RESPONSE | $40,000 | |
| UNITY SHOPPE INC | |||||||
| 110 WEST SOLA STREET | SANTA BARBARA | CA | 931013007 | PUBLIC CHARITY | 2017 & 2018 TELETHON, CRISIS RESPONSE | $40,000 | |
| CASA SERENA | |||||||
| 1515 BATH STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $37,500 | |
| COUNCIL ON ALCOHOLISM AND DRUG ABUSE | |||||||
| 232 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93102 | PUBLIC CHARITY | CRISIS RESPONSE, 2018 SUMMIT FOR DANNY SPONSORSHIP | $37,500 | |
| MENTAL WELLNESS CENTER | |||||||
| 617 GARDEN STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $37,500 | |
| PATHPOINT | |||||||
| 315 W HALEY ST SUITE 202 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $37,500 | |
| SANCTUARY CENTERS OF SANTA BARBARA INC | |||||||
| POST OFFICE BOX 551 | SANTA BARBARA | CA | 93102 | PUBLIC CHARITY | CRISIS RESPONSE | $37,500 | |
| CHILDREN'S RESOURCE & REFERRAL | |||||||
| 705 E MAIN | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT, SM SUN MEDIA GRANT | $37,200 | |
| COMMUNITY ACTION COMMISSION (CAC) | |||||||
| 5638 HOLLISTER AVE SUITE 230 | GOLETA | CA | 93117 | PUBLIC CHARITY | CRISIS RESPONSE, SM SUN MEDIA GRANT | $36,348 | |
| CARPINTERIA CHILDREN'S PROJECT | |||||||
| 5201 8TH STREET SUITE 100 | CARPINTERIA | CA | 93013 | PUBLIC CHARITY | CRISIS RESPONSE | $35,000 | |
| CHILDREN'S MUSEUM OF SANTA BARBARA | |||||||
| 125 STATE STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $35,000 | |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE, SPONSORSHIP | $35,000 | |
| HABITAT FOR HUMANITY OF SOUTHERN SB COUNTY | |||||||
| 6860 CORTONA DRIVE | GOLETA | CA | 93116 | PUBLIC CHARITY | CRISIS RESPONSE | $35,000 | |
| SANTA BARBARA BOWL FOUNDATION | |||||||
| 1122 N MILPAS STREET | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | CAPITAL CAMPAIGN - BBQ AREA | $35,000 | |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | CRISIS RESPONSE | $35,000 | |
| ELINGS PARK FOUNDATION | |||||||
| 1298 LAS POSITAS RD | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | CRISIS RESPONSE | $30,000 | |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY RD | SANTA BARBARA | CA | 93108 | PUBLIC CHARITY | CRISIS RESPONSE | $30,000 | |
| NEW BEGINNINGS COUNSELING CENTER | |||||||
| 324 E CARRILLO STREET SUITE C | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $30,000 | |
| SANTA BARBARA BOTANIC GARDEN INC | |||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | SEED THE FUTURE CAMPAIGN, BEER GARDEN SPONSOR | $30,000 | |
| SANTA BARBARA MIDDLE SCHOOL | |||||||
| 1321 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | CRISIS RESPONSE | $30,000 | |
| STORYTELLER CHILDREN'S CENTER INC | |||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | CRISIS RESPONSE | $30,000 | |
| GANNA WALSKA LOTUSLAND FOUNDATION | |||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | PUBLIC CHARITY | CRISIS RESPONSE | $28,000 | |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 3892 STATE STREET STE 220 | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | MEDIA GRANT, CRISIS RESPONSE, GENERAL OPERATING SUPPORT | $25,250 | |
| AHA ATTITUDE HARMONY ACHIEVEMENT | |||||||
| 1209 DE LA VINA STREET SUITE A | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $25,000 | |
| CASA DEL HERRERO FOUNDATION | |||||||
| PO BOX 5612 | SANTA BARBARA | CA | 93108 | PUBLIC CHARITY | CRISIS RESPONSE | $25,000 | |
| CENTER FOR URBAN AGRICULTURE AT FAIRVIEW GARDENS | |||||||
| 598 N FAIRVIEW AVENUE | GOLETA | CA | 93117 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 | |
| HILSIDE HOUSE | |||||||
| 1235 VERONICA SPRINGS ROAD | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | CRISIS RESPONSE | $25,000 | |
| SANTA BARBARA PARTNERS IN EDUCATION | |||||||
| 3970 LA COLINA RD STE 9 | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | CRISIS RESPONSE | $25,000 | |
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | |||||||
| 1235 CHAPALA ST | SANTA BARBARA | CA | 93190 | PUBLIC CHARITY | CRISIS RESPONSE | $25,000 | |
| SANTA BARBARA WILDLIFE CARE NETWORK | |||||||
| PO BOX 6594 | SANTA BARBARA | CA | 93160 | PUBLIC CHARITY | CRISIS SUPPORT, HOLIDAY FIRE RELIEF | $25,000 | |
| YOUTH INTERACTIVE SANTA BARBARA | |||||||
| 1219 STATE STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $22,500 | |
| CHANNEL ISLANDS YMCA | |||||||
| 105 E CARRILLO STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $20,000 | |
| CUYAMA VALLEY FAMILY RESOURCE CENTER | |||||||
| PO BOX 5 | NEW CUYAMA | CA | 93254 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 | |
| DOCTORS WITHOUT WALLS-SANTA BARBARA STREET MEDICINE | |||||||
| 19 EAST MICHELTORENA ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $20,000 | |
| EARTH ISLAND INSTITUTE | |||||||
| PO BOX 335 | CARPINTERIA | CA | 93104 | PUBLIC CHARITY | CRISIS RESPONSE | $20,000 | |
| FUTURE LEADERS OF AMERICA INC | |||||||
| 126 EAST HALEY ST A12 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $20,000 | |
| MONTECITO TRAILS FOUNDATION | |||||||
| PO BOX 5481 | SANTA BARBARA | CA | 931505481 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,000 | |
| ORGANIC SOUP KITCHEN | |||||||
| 315 MEIGS ROAD SUITE A369 | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | CRISIS RESPONSE | $20,000 | |
| SANTA BARBARA BICYCLE COALITION | |||||||
| PO BOX 92047 | SANTA BARBARA | CA | 93190 | PUBLIC CHARITY | CRISIS RESPONSE | $20,000 | |
| INDEPENDENT LIVING PARTNERSHIP | |||||||
| 6235 RIVER CREST DRIVE SUITE C | RIVERSIDE | CA | 925070758 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $17,500 | |
| LOBERO THEATRE FOUNDATION | |||||||
| 21 E CANON PERDIDO SUITE 204 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $16,535 | |
| VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA FOUNDATION | |||||||
| 509 E MONTECITO STREET SUITE 200 | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | MEDIA GRANT | $16,250 | |
| ADVENTURES IN CARING FOUNDATION | |||||||
| 1528 CHAPALA STREET SUITE 202 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $15,000 | |
| ALLIANCE FOR PHARMACEUTICAL ACCESS INCORPORATED | |||||||
| 237 TOWN CENTER WEST SUITE 122 | SANTA MARIA | CA | 93458 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| CARPINTERIA VALLEY ARTS COUNCIL | |||||||
| PO BOX 597 | CARPINTERIA | CA | 93013 | PUBLIC CHARITY | CRISIS RESPONSE | $15,000 | |
| CENTER FOR SUCCESSFUL AGING | |||||||
| 228 E ANAPAMU ST SUITE 208 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| COAST CAREGIVER RESOURCE CENTERRISB | |||||||
| 2415 DE LA VINA ST | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| DOG ADOPTION & WELFARE GROUP | |||||||
| 5480 OVERPASS RD | SANTA BARBARA | CA | 93111 | PUBLIC CHARITY | CRISIS RESPONSE | $15,000 | |
| SANTA BARBARA AUDUBON SOCIETY | |||||||
| PO BOX 5508 | GOLETA | CA | 93150 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| SANTA BARBARA BIRD SANCTUARY | |||||||
| 2430 LILLIE AVENUE | SUMMERLAND | CA | 93067 | PUBLIC CHARITY | CRISIS RESPONSE | $15,000 | |
| SANTA BARBARA CHORAL SOCIETY | |||||||
| 1330 STATE ST SUITE 202 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $15,000 | |
| SOLVANG SENIOR CENTER | |||||||
| 1745 MISSION DRIVE | SOLVANG | CA | 93463 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| SANTA BARBARA COMMUNITY HOUSING CORP | |||||||
| 11 E HALEY STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | SPONSORSHIP | $14,000 | |
| SANTA BARBARA DANCE INSTITUTE | |||||||
| 1330 STATE ST SUITE 207 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $14,000 | |
| PASSKEYS FOUNDATION | |||||||
| PO BOX 7126 | FULLERTON | CA | 928347126 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $13,250 | |
| SANTA BARBARA REVELS | |||||||
| PO BOX 41535 | SANTA BARBARA | CA | 93140 | PUBLIC CHARITY | CRISIS RESPONSE | $12,500 | |
| WILDLING MUSEUM OF ART AND NATURE | |||||||
| 1511-B MISSION DR | SOLVANG | CA | 93463 | PUBLIC CHARITY | CRISIS RESPONSE | $12,500 | |
| SYV FRUIT & VEGETABLE RESCUE | |||||||
| PO BOX 1651 | SANTA YNEZ | CA | 93460 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $11,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 212 W FIGUEROA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $10,000 | |
| ARTS FUND THE | |||||||
| 205-C SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $10,000 | |
| ASSISTANCE LEAGUE OF SANTA BARBARA | |||||||
| 1259 VERONICA SPRINGS RD | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| COMMUNITY COUNSELING CENTER INC | |||||||
| 923 OLIVE ST SUITE 1 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $10,000 | |
| GIRLS ROCK SANTA BARBARA | |||||||
| 1522 B EUCALYPTUS HILL RD | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | CRISIS RESPONSE | $10,000 | |
| INSTITUTE FOR COLLECTIVE TRAUMA AND GROWTH | |||||||
| PO BOX 3498 | SANTA BARBARA | CA | 93130 | PUBLIC CHARITY | CRISIS RESPONSE | $10,000 | |
| LIFECHRONICLES | |||||||
| 113 W MISSION ST SUITE B2 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $10,000 | |
| NATURETRACK FOUNDATION | |||||||
| PO BOX 953 | LOS OLIVOS | CA | 93441 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| SANTA BARBARA FIREFIGHTERS ALLIANCE | |||||||
| PO BOX 3776 | SANTA BARBARA | CA | 93130 | PUBLIC CHARITY | ONE805 - KICK ASH BASH SPONSORSHIP | $10,000 | |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL | |||||||
| 1528 CHAPALA STREET SUITE 203 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| SANTA BARBARA SCHOOL OF SQUASH INC | |||||||
| 1530 CHAPALA STREET SUITE F | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| SUMMER SOLSTICE CELEBRATION | |||||||
| PO BOX 21141 | SANTA BARBARA | CA | 93121 | PUBLIC CHARITY | CRISIS RESPONSE | $10,000 | |
| UC SANTA BARBARA FOUNDATION | |||||||
| UNIVERSITY OF CALIFORNIA AT SANTA | SANTA BARBARA | CA | 931061130 | PUBLIC CHARITY | 2018 COMMUNITY INDICATORS PROJECT | $10,000 | BARBARA |
| UNITARIAN SOCIETY OF SANTA BARBARA | |||||||
| 1535 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CRISIS RESPONSE | $10,000 | |
| VILLAGE PROPERTIES TEACHERS FUND | |||||||
| 1250 COAST VILLAGE ROAD | SANTA BARBARA | CA | 93108 | PUBLIC CHARITY | CRISIS RESPONSE | $10,000 | |
| ART WITHOUT LIMITS | |||||||
| 816 CHELHAM WAY | SANTA BARBARA | CA | 93108 | PUBLIC CHARITY | CRISIS RESPONSE | $7,500 | |
| ANGELS FOSTER CARE OF SANTA BARBARA | |||||||
| 3905 STATE STREET 7-115 | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | MEDIA GRANT | $7,200 | |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | PUBLIC CHARITY | 2018 CHAPMAN CELEBRATES - SCHOLARSHIP FUND | $7,000 | |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | GENERAL SCHOLARSHIP FUND | $6,000 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) | |||||||
| 2601 SKYWAY DRIVE SUITE A3 | SANTA MARIA | CA | 93455 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,950 | |
| ALZHEIMER'S ASSOCIATION CALIFORNIA CENTRAL COAST | |||||||
| 1528 CHAPALA STREET SUITE 204 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| ENDOWMENT FOR YOUTH COMMITTEE | |||||||
| 1136 E MONTECITO STREET SUITE 2 | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| ISLA VISTA YOUTH PROJECTS INC | |||||||
| 6842 PHELPS RD | GOLETA | CA | 93117 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| SAINT BARBARA GREEK ORTHODOX CHURCH | |||||||
| 1205 SAN ANTONIO CREEK RD | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| SANTA BARBARA ARTS COLLABORATIVE INC | |||||||
| PO BOX 1414 | SANTA BARBARA | CA | 93102 | PUBLIC CHARITY | PUPPET PALOOZA SPONSORSHIP | $5,000 | |
| SANTA BARBARA MARITIME MUSEUM | |||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | 2018 WHITE STAR TITANIC GALA | $5,000 | |
| ST JOSEPH HOSPITAL FOUNDATION | |||||||
| 1100 WESTSTEWART DRIVE | ORANGE | CA | 92868 | PUBLIC CHARITY | ROBOTICS PROGRAM | $5,000 | |
| HEARTS THERAPEUTIC EQUESTRIAN CENTER | |||||||
| PO BOX 30662 | SANTA BARBARA | CA | 93130 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,500 | |
| JUST COMMUNITIES CENTRAL COAST | |||||||
| 1528 CHAPALA ST SUITE 308 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,500 | |
| AMERICAN DANCE AND MUSIC INC | |||||||
| PO BOX 90708 | SANTA BARBARA | CA | 93190 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,000 | |
| BLUE SKY CENTER | |||||||
| 1000 PERKINS ROAD | NEW CUYAMA | CA | 93254 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,000 | |
| DISCOVERY CUBE | |||||||
| 2500 N MAIN STREET | SANTA ANA | CA | 92715 | PUBLIC CHARITY | STEM EDUCATION FUND | $3,000 | |
| RONA BARRETT FOUNDATION | |||||||
| PO BOX 1559 | SANTA YNEZ | CA | 93460 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,000 | |
| SOLVANG THEATERFEST | |||||||
| PO BOX 917 | SOLVANG | CA | 93464 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,000 | |
| SURGICAL EYE EXPEDITIONS INTERNATIONAL INC | |||||||
| 175 CREMONA DRIVE SUITE 100 | GOLETA | CA | 93117 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,000 | |
| WISEPLACE | |||||||
| 1411 N BROADWAY | SANTA ANA | CA | 92706 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,000 | |
| WOODEN FLOOR | |||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 927062727 | PUBLIC CHARITY | SUPPORT A DANCER | $3,000 | |
| CENTRAL COAST ALLIANCE UNITED FOR A SUSTAINABLE ECONOMY | |||||||
| 2021 SPERRY AVENUE SUITE 9 | VENTURA | CA | 93003 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 | |
| MAKE-A-WISH TRI-COUNTIES | |||||||
| 4001 MISSION OAKS BLVD SUITE F | CAMARILLO | CA | 93012 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 | |
| HATS FOR HOPE | |||||||
| PO BOX 139 | ARROYO GRANDE | CA | 93421 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,200 | |
| SANTA MARIA PHILHARMONIC SOCIETY | |||||||
| PO BOX 375 | SANTA MARIA | CA | 93546 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,200 | |
| EASY LIFT TRANSPORTATION INC | |||||||
| 53 CASS PLACE SUITE D | GOLETA | CA | 93117 | PUBLIC CHARITY | PCBT MEDIA GRANT | $2,000 | |
| SANTA CRUZ ISLAND FOUNDATION | |||||||
| 5045 WULLBRANDT WAY | CARPINTERIA | CA | 93013 | PUBLIC CHARITY | FEAST OF THE HOLY CROSS | $1,500 | |
| LEADING FROM WITHIN | |||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 | |
| LEGENDS FUTBOL ACADEMY | |||||||
| 65 BRISTOL PLACE | GOLETA | CA | 93117 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 | |
| LOIS & WALTER CAPPS PROJECT | |||||||
| 228 COOPER ROAD | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | OUR COMMON TABLE SPONSORSHIP | $1,000 | |
| SANSUM DIABETES RESEARCH INSTITUTE | |||||||
| 2219 BATH STREET | CALIFORNIA | CA | 93105 | PUBLIC CHARITY | DIABETES & PREGNANCY PROGRAM | $1,000 | |
| VARIOUS | |||||||
| 26 WEST ANAPAMU STREET SUITE 100 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL SUPPORT | $23,271 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,051,154 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SANTA BARBARA ZOOLOGICAL FOUNDATION | ||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $12,500 |
| TERRAMARINE RESEARCH & EDUCATION | ||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $62,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $75,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,011 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $667,383 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $877,947 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $979,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,821,358 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,365,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,365,526 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $52,005 | Amt |
| Net Investment Income | $2,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,405 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS | StockNm |
| EOY Book Value | $43,047,836 | EOYBookValueAmt |
| EOYFMV | $41,501,161 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CONSTRUCTION IN PROCESS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $15,099 | BookValueAmt |
| EOYFMV | $15,099 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,895 | LegalFeesAmt |
| Net Investment Income | $12,895 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $11,357,320 | MortgageAmt |
Note Payable NotePayableGrp (3 entries)
| Insider RelationshipInsiderRelationshipTxt | Balance DueBalanceDueAmt | Loan MaturityLoanMaturityDt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|---|
| MONTECITO BANK & TRUST | |||||
| BANKING | $5,802,210 | 2025-05 | 4.250000000000 | PROPERTY | MORTGAGE |
| MONTECITO BANK & TRUST | |||||
| BANKING | $2,694,733 | 2024-06 | 5.000000000000 | PROPERTY | MORTGAGE |
| MONTECITO BANK & TRUST | |||||
| BANKING | $2,860,377 | 2024-09 | 4.000000000000 | PROPERTY | MORTGAGE |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FINE ARTS | $101,541 | $101,541 | $101,541 |
| NET INTANGIBLE ASSETS | $123,215 | $119,932 | $119,932 |
| NOTE RECEIVABLES-PROG RELATED INVESTMENT | $405,723 | $344,084 | $344,084 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT YEAR'S FEDERAL TAX PROVISION | $82,946 |
| FAIR MARKET INTEREST DISCOUNT DONATION | $12,959 |
| FAIR MARKET RENT DISCOUNT DONATION | $2,628,921 |
| NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS | $5,309,217 |
| CHANGE IN FMV VS BOOK VALUE | $2,959,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $21,436 | $4,405 | $17,620 |
| COMPUTER EXPENSE | $19,244 | $3,849 | $15,395 |
| SUBSCRIPTIONS AND DUES | $7,419 | $0 | $7,419 |
| CLEANING SERVICES | $2,244 | $449 | $1,795 |
| OFFICE EXPENSE | $15,856 | $3,171 | $12,685 |
| INSURANCE | $14,254 | $2,851 | $11,403 |
| TELEPHONE | $9,004 | $1,801 | $7,203 |
| CLEANING AND MAINTENANCE | $84,395 | $84,395 | $0 |
| GARDENING | $54,294 | $54,294 | $0 |
| INSURANCE | $108,375 | $108,375 | $0 |
| MANAGEMENT FEES | $96,523 | $96,523 | $0 |
| UTILITIES | $282,188 | $282,188 | $0 |
| LIFE SAFETY | $47,560 | $47,560 | $0 |
| HVAC | $72,448 | $72,448 | $0 |
| REPAIRS AND MAINTENANCE | $190,914 | $190,914 | $0 |
| OTHER EXPENSES | $261,920 | $261,920 | $0 |
| IT | $17,545 | $17,545 | $0 |
| AMORTIZATION | $42,873 | $42,873 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $979,827 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $979,827 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $979,827 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FAIR MARKET INTEREST DISCOUNT INCOME | $12,959 |
| FAIR MARKET RENT DISCOUNT INCOME | $2,628,921 |
| NET UNREALIZED GAINS OR LOSSES ON FIXED ASSETS | $2,959,600 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $29,103 | BOYBookValueAmt |
| EOY Book Value | $22,337 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $132,379 | $132,379 | $0 |
| CONSULTING FEES | $79,200 | $7,920 | $71,280 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA RRF-1 FEES | $150 | $0 | $150 |
| DELAWARE FEES | $429 | $0 | $429 |
| CALIFORNIA FEES | $10 | $0 | $10 |
| PAYROLL TAXES | $23,267 | $15,639 | $340 |
| TAXES | $103,293 | $103,293 | $0 |
Comments