LURIA FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LURIA FOUNDATION (EIN 77-0205301)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201911349349308431
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-14T15:52:57-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952089835PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARTLETT PRINGLE & WOLF LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11123 CHAPALA ST PO BOX 90860AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP931900860ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770205301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LURIA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLURIBusinessNameControlTxt
Phone8059699400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11264 COAST VILLAGE ROADAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEATRICE LURIAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8059699400PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEILEEN F SHERIDANPreparerPersonNm
PTINP00122103PTIN
Phone8059637811PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm12:48:30IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCCBF0B1FA7CC3ACC5116724C51340960BAE77112AtSubmissionCreationDeviceId
At Submission Filing Device IdA30A976A7E809F8F64F2704E979014A7AD2C5A2CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLEATRICE LURIAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11264 COAST VILLAGE ROADAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,465,396GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO MAKE CONTRIBUTIONS TO EXEMPT ORGANIZATIONSActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$602,579NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$71,838PYInvestmentIncomeAmt
CY Investment Income$143,801CYInvestmentIncomeAmt
PY Other Revenue$723,333PYOtherRevenueAmt
CY Other Revenue$1,143,391CYOtherRevenueAmt
PY Total Revenue$795,171PYTotalRevenueAmt
CY Total Revenue$1,287,192CYTotalRevenueAmt
PY Grants And Similar Paid$451,720PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$522,645CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$177,775PYOtherExpensesAmt
CY Other Expenses$282,538CYOtherExpensesAmt
PY Total Expenses$629,495PYTotalExpensesAmt
CY Total Expenses$805,183CYTotalExpensesAmt
PY Revenues Less Expenses$165,676PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$482,009CYRevenuesLessExpensesAmt
Total Assets BOY$8,596,734TotalAssetsBOYAmt
Total Assets EOY$9,105,698TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,596,734NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,105,698NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO MAKE CONTRIBUTIONS TO EXEMPT ORGANIZATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$120,000ExpenseAmt
Grant$120,000GrantAmt
DescMUSIC ACADEMY OF THE WEST - TO SUPPORT 1) SCHOLARSHIP PROGRAMS AND 2) THE DAY TO DAY GENERAL OPERATIONS OF THE ACADEMY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$172,195ExpenseAmt
Grant$172,195GrantAmt
DescSANTA BARBARA MUSEUM OF ART - TO HELP COVER THE COSTS OF VARIOUS EXHIBITS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$130,000ExpenseAmt
Grant$130,000GrantAmt
DescSANTA BARBARA JEWISH FEDERATION - TO PROVIDE FINANCIAL ASSISTANCE TO THE FEDERATION FOR VARIOUS EXHIBITS AND PROGRAMS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$100,450ExpenseAmt
Grant$100,450GrantAmt
DescSANTA BARBARA CITY COLLEGE FOUNDATION - TO PROVIDE FUNDING FOR: 1) FULL TIME LIBRARY RESIDENT 2) PRESIDENT'S COUNCIL 3) PRESIDENT'S SCHOLARSHIP 4) JAPANESE LANGUAGE SCHOLARSHIP 5) MATH STUDENT OF THE YEAR AWARD 6) CAMPAIGN FOR STUDENT SUCCESS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$100,450TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$100,450TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$522,645TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LURIA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8059699400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11264 COAST VILLAGE ROADAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SUSAN BOWEY
DIRECTOR0.00Yes (X)$0$0$0
LAUREN KATZ
DIRECTOR0.00Yes (X)$0$0$0
JOAN ROTHENBERG
DIRECTOR0.00Yes (X)$0$0$0
MAURICE SINGER
DIRECTOR0.00Yes (X)$0$0$0
MADDY JACOBSON
DIRECTOR0.00Yes (X)$0$0$0
DIANE SULLIVAN
DIRECTOR0.00Yes (X)$0$0$0
MINDY BUDGOR
DIRECTOR0.00Yes (X)$0$0$0
ADAM BUDGOR
DIRECTOR0.00Yes (X)$0$0$0
TED FRIEDEL
DIRECTOR0.00Yes (X)$0$0$0
PAUL GUIDO
DIRECTOR0.00Yes (X)$0$0$0
LEATRICE LURIA
PRESIDENT1.00$0$0$0Yes (X)
KAREN LURIA BUDGOR
VICE-PRESIDENT/TREASURER1.00$0$0$0Yes (X)
BRADY BOWMAN
SECRETARY1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$93,842TotalRevenueColumnAmt
Exclusion$93,842ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$500,097RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$62,331RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$437,766RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$437,766TotalRevenueColumnAmt
Exclusion$437,766ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$109,701SecuritiesAmt
Other$56,131OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$115,873SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$6,172SecuritiesAmt
Other$56,131OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,959TotalRevenueColumnAmt
Exclusion$49,959ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
FROM K-1: BUTLER CREEK PARTNERS L523000$402,929$402,929
FROM K-1: BRITTANY PARNTERS523000$150,283$150,283
FROM K-1: THE EVERGREEN ADVANTAGE523000$122,349$122,349

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,064TotalRevenueColumnAmt
Exclusion$30,064ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$705,625OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,287,192TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,287,192ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$522,645TotalAmt
Program Services$522,645ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$123,605TotalAmt
Management And General$123,605ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,500TotalAmt
Management And General$12,500ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,200TotalAmt
Management And General$2,200ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$35,714TotalAmt
Management And General$35,714ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,574TotalAmt
Management And General$2,574ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
FEDERAL TAXES - UBTI$80,010$80,010
STATE TAXES - UBTI$24,860$24,860
BANK SERVICE CHARGES$849$849
FOREIGN TAXES$131$131

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$95TotalAmt
Management And General$95ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$805,183TotalAmt
Program Services$522,645ProgramServicesAmt
Management And General$282,538ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$884,895BOYAmt
EOY$815,341EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,976,706LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$974,253LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,064,784BOYAmt
EOY$4,002,453EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,646,075BOYAmt
EOY$4,287,099EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$980BOYAmt
EOY$805EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,596,734BOYAmt
EOY$9,105,698EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$8,596,734BOYAmt
EOY$9,105,698EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,596,734BOYAmt
EOY$9,105,698EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,596,734BOYAmt
EOY$9,105,698EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$482,009ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$26,955OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations4SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (4 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
SANTA BARBARA JEWISH FEDERATION INC
23735475910Yes (1)$130,000$0
SANTA BARBARA MUSEUM OF ART
95166412210Yes (1)$172,195$0
SANTA BARBARA CITY COLLEGE FOUNDATION
9532345515Yes (1)$100,450$0
MUSIC ACADEMY OF THE WEST
95152581410Yes (1)$120,000$0
FieldValueIRS element (for citing)
Supported Organizations Total4SupportedOrganizationsTotalCnt
Support Sum$522,645SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided Documents0TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice Investment0SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$49,959CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$667,746PriorYearAmt
Current Year$658,716CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$667,746PriorYearAmt
Current Year$708,675CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$62,331PriorYearAmt
Current Year$62,331CurrentYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$177,775PriorYearAmt
Current Year$202,528CurrentYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$427,640PriorYearAmt
Current Year$443,816CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$1,107,427PriorYearAmt
Current Year$1,036,132CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$696,696PriorYearAmt
Current Year$853,599CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$7,654,053PriorYearAmt
Current Year$7,934,874CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$9,458,176PriorYearAmt
Current Year$9,824,605CurrentYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$9,458,176PriorYearAmt
Current Year$9,824,605CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$141,873PriorYearAmt
Current Year$147,369CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$9,316,303PriorYearAmt
Current Year$9,677,236CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$326,071PriorYearAmt
Current Year$338,703CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$326,071PriorYearAmt
Current Year$338,703CurrentYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$427,640CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$363,494CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$326,071CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$363,494CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$40,747CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$322,747CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$522,645CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$0CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$522,645CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$522,645CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$322,747CYDistributableAsAdjustedAmt
CY Distribution Yr100.000000000000CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$322,747CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$61,857ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$61,857TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$61,857CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$0ExcessDistributionCyovAmt
CY Total Annual Distributions$522,645CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
CY Distri App Distributable$260,890CYDistriAppDistributableAmt
Excess Distribution$261,755ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$261,755ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$261,755ExcessFromYear1Amt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,545,825InvestmentCostOrOtherBasisAmt
Book Value$2,545,825BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,430,881InvestmentCostOrOtherBasisAmt
Depreciation$974,253DepreciationAmt
Book Value$1,456,628BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,002,453TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (13 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ENTERPRISE PRODUCTS PARTNERS-$4,536C
EVERGREEN ADVANTAGE, LLC$1,924,999C
BUCKEYE PARTNERS, LLC$11,587C
ALABAMA 1, LLC$13,946C
COMPASS DIVERSIFIED HOLDINGS$60,346C
KY PIKEVILLE THOMPSON, LLC$55,732C
GA AUGUSTA WRIGHTSBORO, LLC$113,098C
SB KY PIKEVILLE RETAIL, LLC$448,720C
WEDBUSH$467,170C
WELLS FARGO$96,584C
FIDELITY$236,025C
STIFEL NICOLAUS$246,617C
REALTY LINK FUND$616,811C
FieldValueIRS element (for citing)
Total Book Value Securities$4,287,099TotalBookValueSecuritiesAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$12,500VISIONARIES CIRCLE
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$12,500VISIONARIES CIRCLE
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$10,000LURIA FAMILY MATH STUDENT OF THE YEAR AWARD
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$1,200LURIA JAPANESE LANGUAGE SCHOLARSHIP
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$12,250PRESIDENT'S SCHOLARSHIP
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$43,000LIBRARY RESIDENT/FULL TIME LIBRARY RESIDENT
SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551509(A)(1)$9,000LIBRARY WEEKEND HOURS
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108951525814509(A)(1)$5,000COUNCIL GIFT
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108951525814509(A)(1)$30,000STEINWAY SOLO PIANO COMPETITION & WINNER'S RECITAL TOUR
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108951525814509(A)(1)$50,000ARTIST IN RESIDENCE PROGRAM, FULL SCHOLARSHIP IN SOLO PIANO, AND SCHOLARSHIP IN VOICE
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108951525814509(A)(1)$15,000MUSIC ACADEMY AND COMMUNITY ACCESS PROGRAMS
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108951525814509(A)(1)$10,000SOLO PIANO FIRST PRIZE
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$10,000LIONS OF JUDAH
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$35,000ANNUAL CAMPAIGN
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$20,000JEWISH FILM FESTIVAL SPONSORSHIP
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$5,000WOMEN'S PHILANTHROPY SPONSOR
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$50,000EMERGENCY FUND
SANTA BARBARA JEWISH FEDERATION
524 CHAPALA STREETSANTA BARBARACA93101237354759509(A)(1)$10,000SCHMOOZE ROOM MEAL PROGRAM PLEDGE #2 OF 5
SANTA BARBARA MUSEUM OF ART
1130 STATE STREETSANTA BARBARACA93101951664122509(A)(1)$2,700BENEFACTOR'S CIRCLE
SANTA BARBARA MUSEUM OF ART
1130 STATE STREETSANTA BARBARACA93101951664122509(A)(1)$60,000VOLESKA SOARES LEAN SPONSOR PLEDGE #2 OF 2
SANTA BARBARA MUSEUM OF ART
1130 STATE STREETSANTA BARBARACA93101951664122509(A)(1)$100,0002016 CAPITAL CAMPAIGN PLEDGE #3 OF 3
SANTA BARBARA MUSEUM OF ART
1130 STATE STREETSANTA BARBARACA93101951664122509(A)(1)$4,750MUSEUM OF CONTEMPORARIES
SANTA BARBARA MUSEUM OF ART
1130 STATE STREETSANTA BARBARACA93101951664122509(A)(1)$4,745ARTFUL AFFAIRS SPONSOR - SALON ENTHUSIAST

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
LEATRICE LURIA
LEATRICE LURIA IS PRESIDENT OF THE FOUNDATION & OWNS 100% OF LURIA CO. LLC.$123,605THE FOUNDATION PAID MANAGEMENT FEES OF $123,605 TO LURIA COMPANY, LLC.0
KAREN LURIA-BUDGOR
KAREN LURIA-BUDGOR IS VICE PRESIDENT OF THE FOUNDATION$28,800THE FOUNDATION PAID RENT OF $28,800 TO KAREN LURIA-BUDGOR WHO OWNS THE BUILDING OUT OF WHICH THE FOUNDATION OPERATES.0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2LEATRICE LURIA IS THE MOTHER AND EMPLOYER OF KAREN LURIA BUDGOR AND THE EMPLOYER OF BRADY BOWMAN. KAREN LURIA BUDGOR IS THE MOTHER OF MINDY BUDGOR AND ADAM BUDGOR.
FORM 990, PART VI, SECTION B, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PART VI, SECTION C, LINE 19THE FORM 990 IS LOCATED ON GUIDESTAR.ORG. ALSO, A PAPER COPY IS AVAILABLE AT THE FOUNDATION'S OFFICE UPON REQUEST.
FORM 990, PART XI, LINE 9:BOOK/TAX DIFFERENCES - LLC INVESTMENTS 20,477. SUSPENDED LOSSES 6,478.

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