EDWIN AND JEANNE WOODS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN AND JEANNE WOODS FAMILY FOUNDATION (EIN 20-0968659)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-02-27
- IRS object ID
- 201910589349100756
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-27T10:35:03-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680422725 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RK Taylor & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2890 North Main St Suite 305 | AddressLine1Txt |
| City | Walnut Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | 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 | 200968659 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edwin and Jeanne Woods Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWI | BusinessNameControlTxt |
| Phone | 9252289821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 Fountainhead Court | AddressLine1Txt |
| City | Martinez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94553 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Prudence Jeanne Woods Noon | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2019-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | L Wayne Bostick | PreparerPersonNm |
| PTIN | P01218042 | PTIN |
| Phone | 9259447662 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,552,459 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $252,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $252,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $225,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $747,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $225,421 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $527,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $477,588 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,104 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,104 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,669 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $80 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $996 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $996 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,626 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $612,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $612,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $700,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $616,126 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$172,781 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $396,934 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $98,944 | CashBOYAmt |
| Cash EOY | $19,911 | CashEOYAmt |
| Cash EOYFMV | $19,911 | CashEOYFMVAmt |
| US Government Obligations BOY | $258,428 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,111,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,193,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,664,647 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,889,226 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,971,717 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,867,901 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,357,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,185,051 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,552,459 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,357,832 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,185,051 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,357,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,185,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,357,832 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,185,051 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,357,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$172,781 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,185,051 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,185,051 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 282,000 Shares U.S. Treasury Note | P | 2011-02-08 | 2018-04-12 | $283,245 | $258,428 | $24,817 | $24,817 |
| 1,000 Shares FedEx Corporation | P | 2011-12-22 | 2018-05-15 | $246,842 | $84,469 | $162,373 | $162,373 |
| 650 Shares IShares Russell 2000 ETF | P | 2011-02-24 | 2018-11-09 | $100,684 | $52,091 | $48,593 | $48,593 |
| 2,800 Shares IShares S&P US PFD STK | P | 2011-02-09 | 2018-11-09 | $100,926 | $109,686 | -$8,760 | -$8,760 |
| 450 Shares IShares S&P US PFD STK | P | 2011-02-09 | 2018-11-15 | $16,026 | $17,628 | -$1,602 | -$1,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $225,421 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $571,241 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,355,517 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05031 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $643,241 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,427,468 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06169 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $562,553 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,629,794 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05292 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $571,173 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,584,456 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05396 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $186,506 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,916,780 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.01881 | DistributionYr5Rt |
| Total Distribution | 0.237684 | TotalDistributionRt |
| Average Distribution | 0.047537 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,738,336 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $558,005 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,969 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $561,974 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $616,126 | 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 | $3,969 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,969 | SubtotalAmt |
| Tax Based On Investment Income | $3,969 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,969 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Prudence Jeanne Woods Noon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252289821 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 Fountainhead Court | AddressLine1Txt |
| City | Martinez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Francine Newhall Woods | ||||||
| 3707 Kallin Ave | Long Beach | CA | 90808 | President | 0.00 | $0 |
| Prudence Jeanne Woods Noon | ||||||
| 96 Fountainhead Court | Martinez | CA | 94553 | Secretary | 0.00 | $0 |
| Edwin Woods Jr | ||||||
| PO Box 5153 | Santa Maria | CA | 934565153 | CFO | 0.00 | $0 |
| John Noon | ||||||
| 96 Fountainhead Court | Martinez | CA | 94553 | Director | 0.00 | $0 |
| Margaret Bell | ||||||
| 3707 Kallin Ave | Long Beach | CA | 90808 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,804,270 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,917,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,917,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,738,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $586,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $586,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,969 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,969 | TotalTaxAmt |
| Distributable Before Adj | $582,948 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $582,948 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $582,948 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $616,126 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $616,126 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,969 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $612,157 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $582,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,576 | UndistributedIncomePYAmt |
| Qualifying Distributions | $616,126 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,576 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $551,550 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $31,398 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Prudence Jeanne Woods Noon | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 Fountainhead Court | AddressLine1Txt |
| City | Martinez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9252289821 | RecipientPhoneNum |
| Form And Info And Materials | Upon written request, the Foundation will furnish application materials to potential applicants. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Generally, grants will be made to organizations in Northern Santa Barbara County. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Santa Maria Philharmonic | |||||||
| 429 E Main Street | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| PathPoint | |||||||
| 315 W Haley Street Suite 102 | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Santa Maria YMCA | |||||||
| 3400 Skyway Drive | Santa Maria | CA | 93455 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| California 4H Fdn | |||||||
| 1 Hopkins Road | Davis | CA | 95616 | 501(c)(3) public charity | Public | Charitable Support | $15,000 |
| Food Bank of SBC | |||||||
| 490 W Foster Rd | Santa Maria | CA | 93455 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Marian Medical Foundation | |||||||
| 1400 East Church St | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| OASIS | |||||||
| 420 Soares Avenue | Orcutt | CA | 93455 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Santa Maria Valley Humane Society | |||||||
| 1687 W Stowell Rd | Santa Maria | CA | 93458 | 501(c)(3) public charity | PC | Charitable Support | $30,000 |
| Woods Humane Society | |||||||
| 875 Oklahoma Ave | San Luis Obispo | CA | 93405 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Children's Resource Network | |||||||
| POBox 454 | Pismo Beach | CA | 93448 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Transitions Mental Health Assn | |||||||
| PO Box 15408 | San Luis Obispo | CA | 93406 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Angels Foster Care | |||||||
| 1130 1st Street 232 | Napa | CA | 94559 | 501(c)(3) public charity | PC | Charitable Support | $12,000 |
| CASA Santa Barbara | |||||||
| 118 E Figueroa St | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| PCPA Foundation | |||||||
| 900 E Stowell Road | Santa Maria | CA | 93454 | 501(c)(3) public charity | Public | Charitable Support | $20,000 |
| Cuyama Valley Family Center | |||||||
| 4689 CA-166b | New Cuyama | CA | 93254 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| SM Valley BoysGirls Club | |||||||
| 901 N Railroad Avenue | Santa Maria | CA | 93458 | 501(c)(3) public charity | PC | Charitable Support | $30,000 |
| Domestic Violence Solutions | |||||||
| PO Box 1536 | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Friends of Orcutt Library | |||||||
| 175 South Broadway | Santa Maria | CA | 93455 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Animals in Need | |||||||
| PO Box 1556 | Oak Harbor | WA | 98277 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Santa Inez Therapeutic Riding | |||||||
| 195 North Refugio Road | Santa Ynez | CA | 93460 | 501(c)(3) public charity | PC | Charitable Support | $6,000 |
| Pacific Wildlife | |||||||
| 1387 Main Street | Morro Bay | CA | 93442 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| People's Self Help Housing | |||||||
| 26 East Victoria Street | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Fighting Back Santa Maria | |||||||
| 201 Miller Street 209 | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Camp Fire Central Coast of CA | |||||||
| 340 Pomeroy Avenue | Pismo Beach | CA | 93449 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| SB Cty Animal Care Fndn | |||||||
| PO Box 307 | Santa Maria | CA | 93456 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Central Coast Rescue Mission | |||||||
| 1207 N McClelland Street | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| New Beginnings | |||||||
| 324 East Carrillo Street Suite C | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Freedom Warming Centers | |||||||
| 200 West Cook Street | Santa Maria | CA | 93458 | 501(c)(3) public charity | PC | Charitable Support | $5,000 |
| Dana Adobe | |||||||
| 671 S Oakglen Avenue | Nipomo | CA | 93444 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Santa Barbara Maritime Museum | |||||||
| 113 Harbor Way 190 | Santa Barbara | CA | 93109 | 501(c)(3) public charity | PC | Charitable Support | $4,500 |
| Santa Maria FFA | |||||||
| 901 South Broadway | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Santa Barbara Bicycle Coalition | |||||||
| PO Box 92047 | Santa Barbara | CA | 93190 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Nature Track | |||||||
| PO Box 953 | Los Olivos | CA | 93441 | 501(c)(3) public charity | PC | Charitable Support | $5,000 |
| Santa Maria Valley Discovery Museum | |||||||
| 705 S McClelland Street | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $40,000 |
| Transition House | |||||||
| 425 East Cota Street | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $612,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252,088 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $225,421 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $252,167 | ExclusionAmt |
| Related Or Exempt Function Incm | $225,421 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $477,588 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $5,100 | Amt |
| Net Investment Income | $2,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,550 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office Expenses | Desc |
| Revenue And Expenses Per Books | $996 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $996 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management | CategoryTxt |
| Amt | $78,104 | Amt |
| Net Investment Income | $78,104 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Dept. of Justice | $50 | $50 |
| Franchise Tax Board | $10 | $10 |
| IRS | $3,589 | |
| Secretary of State | $20 | $20 |
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