GEORGE B PAGE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE B PAGE FOUNDATION (EIN 95-6121985)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-02-13
- IRS object ID
- 201910449349100021
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-13T15:55:35-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770076647 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAMITZ BROOKS NIGHTINGALE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | 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 | 956121985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE B PAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 8057303703 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1299 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL WILLIG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8057303703 | PhoneNum |
| Signature | 2019-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.64.156.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-28 | IPDt |
| IP Tm | 09:27:05 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F59D903A0133AE87B008B94AF581C68D90605551 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0591CA96BCCA1146BB85BAB81CC8ACEE9BE92FC0 | AtSubmissionFilingDeviceId |
| 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 | $3,994,840 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $115,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,132 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,132 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $231,276 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,276 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,240 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,240 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,256 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,628 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,628 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,656 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,656 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $60 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,812 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $233 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,384 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,517 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,312 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $269,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,517 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,759 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,298 | CashBOYAmt |
| Cash EOY | $17,125 | CashEOYAmt |
| Cash EOYFMV | $17,125 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $76,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,884 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,884 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $195 | AcctRcvblBOYAmt |
| Other Investments BOY | $3,998,766 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,952,964 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,875,099 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,730 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,732 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,732 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,110,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,072,705 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,994,840 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,110,451 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,072,705 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,110,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,072,705 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,110,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,072,705 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,110,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,746 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,072,705 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,072,705 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORTHERN TRUST #3044 | P | 2017-01-01 | 2018-12-31 | $50,694 | $50,694 | $50,694 |
| CAPITAL GAINS DIVIDENDS | P | $65,438 | $65,438 | $65,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,132 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $186,018 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,410,169 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042179 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $192,233 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,954,585 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048610 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $238,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,230,081 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056270 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $207,281 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,477,999 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046289 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $209,915 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,368,303 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048054 | DistributionYr5Rt |
| Total Distribution | 0.241402 | TotalDistributionRt |
| Average Distribution | 0.048280 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,617,561 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $222,936 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,998 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $224,934 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $235,312 | 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 | $1,998 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,998 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,730 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,730 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,732 | OverpaymentAmt |
| Applied To ES Tax | $2,732 | 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 |
| 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 | DENISE MEZA | IndividualWithBooksNm |
| Phone | 8057303703 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1299 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA PAGE MCGAUGHEY | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| NICK KATZENSTEIN | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| JOE PLOWMAN | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| KATHY GALLAGHER | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| KARL WILLIG | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | PRESIDENT | 0.07 | $0 | $0 | $0 |
| DENISE MEZA | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | EXECUTIVE DIRECTOR | 5.00 | $14,240 | $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 | $4,592,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,687,879 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,687,879 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,617,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $230,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,998 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,998 | TotalTaxAmt |
| Distributable Before Adj | $228,880 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $228,880 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $228,880 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $235,312 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,998 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $233,314 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $215,597 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $215,597 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,715 | 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 | $209,165 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE B PAGE FOUNDATION - CARE OF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1299 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8057303634 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS A SPECIFIC APPLICATION PROCESS THAT MUST BE FOLLOWED. PLEASE CONTACT THE FOUNDATION FOR AN APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 1 - ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION SUPPORTS NONPROFIT ORGANIZATIONS LOCATED IN SANTA BARBARA COUNTY, CALIFORNIA. THE FOUNDATION'S PRIMARY FOCUS IS IN THE AREA OF CHILDREN/YOUTH EDUCATION AND SPORTING PROGRAMS, SCHOLARSHIPS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF SANTA BARBARA | |||||||
| 632 EAST CANON PERDIDO STREET | SANTA BARBARA | CA | 93103 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| FAMILY SERVICE AGENCY | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SOCIAL SERVICES | $10,000 |
| FOOD BANK SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | SOCIAL SERVICES | $10,000 |
| GIRLS INC OF CARPINTERIA | |||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PC | YOUTH SUPPORT SERVICES | $2,500 |
| GIRLS INC OF GREATER SANTA BARBARA | |||||||
| 531 EAST ORTEGA STREET | SANTA BARBARA | CA | 93103 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| ICE IN PARADISE | |||||||
| 6985 SANTA FELICIA DRIVE | GOLETA | CA | 93117 | NONE | PC | YOUTH SPORTS | $5,000 |
| LOS PADRES COUNCIL BOY SCOUTS | |||||||
| 4000 MODOC ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | YOUTH SUPPORT SERVICES | $61,000 |
| PAGE YOUTH CENTER | |||||||
| PO BOX 6766 | SANTA BARBARA | CA | 93160 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| SANTA BARBARA ATHLETIC ROUNDTABLE | |||||||
| PO BOX 3813 | SANTA BARBARA | CA | 93130 | NONE | PC | YOUTH SPORTS | $2,500 |
| SANTA BARBARA MARITIME MUSEUM | |||||||
| 113 HARBOR WAY | SANTA BARBARA | CA | 93109 | NONE | PC | EDUCATION | $1,500 |
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | |||||||
| 222 EAST ANAPAMU STREET SUITE 24 | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 EAST YANONALI STREET | SANTA BARBARA | CA | 93103 | NONE | PC | SOCIAL SERVICES | $20,000 |
| SANTA BARBARA SPECIAL OLYMPICS | |||||||
| 423 WEST VICTORIA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SPORTS | $3,500 |
| STORYTELLER CHILDREN'S CENTER | |||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | CHILD CARE | $5,000 |
| TRANSITION HOUSE | |||||||
| 425 EAST COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SOCIAL SERVICES | $20,000 |
| UNITED BOYS & GIRLS CLUB OF SANTA BARBARA | |||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | PC | YOUTH SUPPORT SERVICES | $20,000 |
| UNITY SHOPPE | |||||||
| 1219 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SOCIAL SERVICES | $5,000 |
| SANTA BARBARA FIREFIGHTERS ALLIANCE | |||||||
| PO BOX 3776 | SANTA BARBARA | CA | 93130 | NONE | PC | FIRST RESPONDERS SPONSORSHIP | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,144 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $116,132 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $231,276 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,276 | 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 | DAMITZ BROOKS NIGHTINGALE | CategoryTxt |
| Amt | $5,256 | Amt |
| Net Investment Income | $2,628 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,628 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST-MFB NORTHERN FDS STK INDX FD (NOSIX) | AT COST | $1,162,814 | $1,214,841 |
| NORTHERN TRUST-MFB NORTHERN MID CAP INDX FD (NOMIX) | AT COST | $230,473 | $209,210 |
| NORTHERN TRUST-MFB NORTHERN FDS SMALL CAP INDEX FD (NSIDX) | AT COST | $130,224 | $117,751 |
| NORTHERN TRUST-MFC FLEXSHARES TR STOXX GLOBAL BROAD (NFRA) | AT COST | $86,199 | $81,962 |
| NORTHERN TRUST-MFB NORTHERN INTL EQUITY INDEX FD (NOINX) | AT COST | $971,295 | $889,993 |
| NORTHERN TRUST-MFB NORTHERN FUNDS EMERGING MKTS EQUITY INDX (NOEMX) | AT COST | $478,987 | $496,696 |
| NORTHERN TRUST-MFB NORTHERN HIGH YIELD FIXED INCOME FUND (NHFIX) | AT COST | $348,635 | $323,956 |
| NORTHERN TRUST-MFB FDS GLOBAL REAL ESTATE INDEX FD (NGREX) | AT COST | $88,198 | $85,344 |
| NORTHERN TRUST-MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM (GUNR) | AT COST | $283,790 | $307,938 |
| NORTHERN TRUST-MFO DFA INTL SMALL CO PORTFOLIO FUND (FISX) | AT COST | $172,349 | $147,408 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $4,730 | BOYBookValueAmt |
| EOY Book Value | $2,732 | EOYBookValueAmt |
| EOYFMV | $2,732 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,327 | $233 | $2,094 |
| CHECKS | $290 | $0 | $290 |
| MISCELLANEOUS | $195 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $28,656 | Amt |
| Net Investment Income | $28,656 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
| BUSINESS REGISTRATION FEES | $50 | $0 | $50 |
| EXCISE TAXES | $1,998 | $0 | $0 |
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