WILLIAM AND CHARLENE GLIKBARG FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND CHARLENE GLIKBARG FOUNDATION (EIN 52-2302532)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349102580
- Schema version
- 2024v5.2
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T13:39:24-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | DISASTER CODE 157: LOS ANGELES COUNTY FIRES 2025 | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954649521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELONI HRIBAL TRATNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD STREET 500 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522302532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM AND CHARLENE GLIKBARG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8053642150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST VICTORIA STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN GLIKBARG | PersonNm |
| Person Title | VICE-PRESIDENT | PersonTitleTxt |
| Phone | 8053642150 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE X SELLIN | PreparerPersonNm |
| PTIN | P01489190 | PTIN |
| Phone | 8185873730 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,603,267 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $172,364 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,364 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,175 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,175 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $176,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,573 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $62,932 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $62,932 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,712 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,356 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,563 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,047 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,097 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $445 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,029 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,801 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $913,755 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $913,755 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $997,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,029 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $917,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$820,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,544 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,364,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $296,583 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $296,583 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,235,620 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,235,620 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,073,829 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $248,732 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $232,855 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,599,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,780,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,603,267 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,837 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,292 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,837 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,292 | 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 | $3,594,079 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,773,643 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,594,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,773,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,599,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,780,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,594,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$820,436 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,773,643 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,773,643 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,564 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,564 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,564 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,236 | OverpaymentAmt |
| Applied To ES Tax | $11,236 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN GLIKBARG | IndividualWithBooksNm |
| Phone | 8058821350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST VICTORIA 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN HANSON | ||||||||
| C/O 200 WEST VICTORIA STREET | SANTA BARBARA | CA | 93101 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| RACHEL FITE | ||||||||
| C/O 200 WEST VICTORIA STREET | SANTA BARBARA | CA | 93101 | SECRETARY | 2.00 | $0 | $0 | $0 |
| STEVEN GLIKBARG | ||||||||
| C/O 200 WEST VICTORIA STREET | SANTA BARBARA | CA | 93101 | VP/TREASURER | 10.00 | $62,932 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,221,705 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $645,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $242,896 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,109,730 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,109,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $316,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,793,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,039,654 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,039,654 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,564 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,564 | TotalTaxAmt |
| Distributable Before Adj | $1,038,090 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,038,090 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,038,090 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $917,556 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $917,556 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,038,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $430,457 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $917,556 | QualifyingDistributionsAmt |
| Applied To Year1 | $430,457 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $487,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $550,991 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A WINDOW BETWEEN WORLDS | ||||||||
| 710 4TH AVE 5 | VENICE | CA | 90291 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $20,000 | |
| ACE CHARTER SCHOOL | ||||||||
| 1100 SHASTA AVE | SAN JOSE | CA | 95126 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $500 | |
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 1313 WEST EIGHTH ST | LOS ANGELES | CA | 90017 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| ALDER GRADUATE SCHOOL OF EDUCATION | ||||||||
| 2946 BROADWAY ST SUITE B | REDWOOD CITY | CA | 94062 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $50,000 | |
| AMERICAN INDEPENDENT FOUNDATION | ||||||||
| 800 MAINE AVE SW STE 500 | WASHINGTON | DC | 200242866 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $500 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| PO BOX 12644 | SAN LUIS OBISPO | CA | 93406 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $40,000 | |
| BRAVEN FOUNDATION | ||||||||
| 171 N ABERDEEN ST SUITE 400 | CHICAGO | IL | 60607 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $15,000 | |
| BREAKTHROUGH SILICON VALLEY | ||||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $45,000 | |
| CHILDREN NOW | ||||||||
| PO BOX 71655 | OAKLAND | CA | 94612 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| COLLEGE IS REAL INC | ||||||||
| 550 HARTZ AVE S-200 | DANVILLE | CA | 94526 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| CONGREGATION BETH AM | ||||||||
| 26700 ARASTRADERO | LOS ALTOS HILLS | CA | 94022 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| CONGREGATION B'NAI B'RITH | ||||||||
| 1000 SAN ANTONIO CREEK RD | SANTA BARBARA | CA | 93111 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $2,000 | |
| DPEA FOUNDATION | ||||||||
| PO BOX 313 | GOLETA | CA | 93117 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |
| DOS PUEBLOS HIGH SCHOOL | ||||||||
| 7266 ALAMEDA AVE | GOLETA | CA | 93117 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| EDSOURCE | ||||||||
| 436 14TH ST SUITE1005 | OAKLAND | CA | 94612 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $512 | |
| EL CAMINO HEALTH FOUNDATION | ||||||||
| 2500 GRANT RD | MOUNTAIN VIEW | CA | 94040 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| EL CAMINO SCHOOL | ||||||||
| 5020 SAN SIMEON DR | SANTA BARBARA | CA | 93111 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| ENVIRONMENTAL VOLUNTEERS | ||||||||
| 1210 HOMESTEAD ROAD | SANTA CLARA | CA | 95050 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| FRIEND OF THE SAN LUIS OBISPO LIBRARY | ||||||||
| PO BOX 1135 | SAN LUIS OBISPO | CA | 934061135 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| FRIENDS OF THE GOLETA LIBRARY | ||||||||
| PO BOX 635 | SANTA BARBARA | CA | 931160635 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| FUND FOR SANTA BARBARA | ||||||||
| 26 W ANAPAMU ST | SANTA BARBARA | CA | 93101 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $50,000 | |
| FUTURE LEADERS OF AMERICA | ||||||||
| PO BOX 51637 | OXNARD | CA | 930311637 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $50,000 | |
| HILLEL AT STANFORD | ||||||||
| 565 MAYFIELD AVE | STANFORD | CA | 94305 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| INNOVATE PUBLIC SCHOOLS | ||||||||
| 1400 PARKMOOR AVE SUITE 240 | SAN JOSE | CA | 95126 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| JEWISH FAMILY SERVICES OF LA | ||||||||
| 3580 WILSHIRE BLVD 7TH FLOOR | LOS ANGELES | CA | 90010 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| JEWISH FAMILY SERVICES OF SILICON VALLEY | ||||||||
| 14855 OKA ROAD SUITE 202 | LOS GATOS | CA | 95032 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $3,000 | |
| KCBX | ||||||||
| 4100 VACHELL LANE | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| KQED | ||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 941101426 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| KRAUSE CENTER FOR INNOVATION | ||||||||
| 12345 EL MONTE RD | LOS ALTOS HILLS | CA | 94022 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $15,000 | |
| LA PATERA ELEMENTARY SCHOOL | ||||||||
| 555 N LA PATERA LN | GOLETA | CA | 93117 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| LEADING FROM WITHIN | ||||||||
| 1117 STATE ST | SANTA BARBARA | CA | 93101 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $750 | |
| LEAP | ||||||||
| PO BOX 1332 | GOLETA | CA | 93116 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| LEO BAECK TEMPLE | ||||||||
| 1300 NORTH SEPULVEDA BLVD | LOS ANGELES | CA | 900491656 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $9,600 | |
| LOAVES & FISHES | ||||||||
| 1500 BERGER DR | SAN JOSE | CA | 95112 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $524 | |
| LOS ANGELES FIRE DEPT FOUNDATION | ||||||||
| 10 ALMOND AVE | LOS ALTOS | CA | 94022 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $100 | |
| MONUMENT CRISIS CENTER | ||||||||
| 1990 MARKET ST | CONCORD | CA | 94520 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,036 | |
| MOUNTAIN VIEW ELEMENTARY SCHOOL | ||||||||
| 5465 QUEEN ANN LN | SANTA BARBARA | CA | 93111 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| ONE COOL EARTH | ||||||||
| PO BOX 150 | SAN LUIS OBISPO | CA | 93406 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $45,000 | |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 3000 SAND HILL RD BLDG 1 STE 155 | MENLO PARK | CA | 94025 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| PITZER COLLEGE | ||||||||
| 1050 N MILLS AVENUE | CLAREMONT | CA | 917116101 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |
| PIVOTAL | ||||||||
| 333 WEST SAN CARLOS STREET STE 600 | SAN JOSE | CA | 95110 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $45,000 | |
| PLANNED PARENTHOOD | ||||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $3,533 | |
| RANCHO ROMERO ELEMENTARY SCHOOL | ||||||||
| 180 HEMME AVE | ALAMO | CA | 94507 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| SAN LUIS OBISPO BOTANICAL GARDENS | ||||||||
| 3450 DAIRY CREEK RD | SAN LUIS OBISPO | CA | 93405 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $2,000 | |
| SANTA BARBARA ALTERNATIVE TO VIOLENCE | ||||||||
| 55 HITCHCOCK WAY 211 | SANTA BARBARA | CA | 93105 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| SANTA BARBARA EDUCATION FOUNDATION | ||||||||
| 1330 STATE ST SUITE 201 | SANTA BARBARA | CA | 93101 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $40,000 | |
| SANTA BARBARA HILLEL | ||||||||
| 781 EMBARCADERO DEL MAR | ISLA VISTA | CA | 93117 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| SHINE TOGETHER | ||||||||
| 508 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| SILICON VALLEY SOCIAL VENTURE FUND | ||||||||
| 350 TWIN DOLPHIN DRIVE | REDWOOD CITY | CA | 94065 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $6,000 | |
| SILICON VALLEY URBAN DEBATE LEAGUE | ||||||||
| 502 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $50,000 | |
| SLO FOOD BANK | ||||||||
| 1180 KENDALL RD | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| SLO HILLEL | ||||||||
| 1 GRAND AVE BOX 88 | SAN LUIS OBISPO | CA | 93407 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| SOBRATO EARLY ACADEMIC LANGUAGE MODEL | ||||||||
| 555 12TH STREET SUITE 500 | OAKLAND | CA | 94607 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $50,000 | |
| SOMOS MAYFAIR | ||||||||
| 370-B S KING ROAD | SAN JOSE | CA | 95116 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36014 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| SOUTHERN VISION ALLIANCE | ||||||||
| PO BOX 51698 | DURHAM | NC | 27717 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| STANFORD UNIVERSITY | ||||||||
| 485 LAUSEN MALL | STANFORD | CA | 94305 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $12,500 | |
| STEP UP | ||||||||
| 11693 SAN VICENTE BLVD 902 | LOS ANGELES | CA | 90049 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $500 | |
| THE DOWNSTREAM PROJECT | ||||||||
| 303 E MAIN ST | BERRYVILLE | CA | 22611 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| THE STANFORD FUND | ||||||||
| PO BOX 20466 | STANFORD | CA | 943090466 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| THE TOWER FOUNDATION - SAN JOSE STATE | ||||||||
| 1 WASHINGTON SQ SAN JOSE CA 95192 | SAN JOSE | CA | 95192 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $40,000 | |
| TRANSITION HOUSE | ||||||||
| 425 E COTA ST | SANTA BARBARA | CA | 93101 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| TRUE NATURE SOCIETY | ||||||||
| 35070 HIGHWAY 33 | MARICOPA | CA | 93252 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| UC REGENTS | ||||||||
| RESEARCH MENTORSHIP PROGRAM 2214 | SANTA BARBARA | CA | 931062010 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | SAASB |
| UC SANTA BARBARA FOUNDATION | ||||||||
| UC SANTA BARBARA 2517 PHELPS HALL | SANTA BARBARA | CA | 931066035 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $31,200 | |
| WILDERNESS YOUTH PROJECT | ||||||||
| 2040 ALAMEDA PADRE SERRA SUITE 224 | SANTA BARBARA | CA | 93103 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $60,000 | |
| WOMEN'S ECONOMIC VENTURES | ||||||||
| 333 S SALINAS ST | SANTA BARBARA | CA | 93103 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $50,000 | |
| WORKING AMERICA EDUCATION FUND | ||||||||
| 815 16TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | UNRESTRICTED TO SUPPORT THE ACTIVITIES AND OPERATIONS OF THE CHARITABLE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $913,755 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,364 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,175 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $176,573 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,573 | 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 | CategoryTxt |
| Amt | $6,712 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,356 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK-APPLE COMPUTER INC. | $53,250 | $4,560,148 |
| CORPORATE STOCK-BERKSHIRE HATHAWAY | $120,331 | $2,723,680 |
| CORPORATE STOCK-HOME DEPOT | $2,825 | $972,475 |
| CORPORATE STOCK-INVESCO S&P 500 | $351,917 | $1,279,179 |
| 1CORPORATE STOCK-INTEL CORP. | $138,937 | $507,265 |
| CORPORATE STOCK-ISHARES RUSSELL 2000 TRUST | $249,866 | $751,264 |
| CORPORATE STOCK-MASTERCARD INC. | $104,052 | $2,106,280 |
| CORPORATE STOCK-MICROSOFT CORPORATION | $179,375 | $4,267,688 |
| CORPORATE STOCK-NIKE INC | $55,360 | $605,360 |
| CORPORATE STOCK-PAYPAL HOLDINGS INC. | $34,640 | $341,400 |
| CORPORATE STOCK-TESLA INC | $699,267 | $1,402,940 |
| CORPORATE STOCK-INVESCO QQQ TRUST | $245,800 | $2,556,150 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE EQUITY FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $248,732 | BookValueAmt |
| EOYFMV | $232,855 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $380 | $0 | $0 |
| LICENSES AND FEES | $570 | $0 | $445 |
| INVESTMENT EXPENSES | $1,097 | $1,097 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MADISON INTL REAL ESTATE FUND | Desc |
| Revenue And Expenses Per Books | $4,175 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,175 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $5,837 | BOYBookValueAmt |
| EOY Book Value | $7,292 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $11,563 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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