DOLOTTA FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DOLOTTA FAMILY CHARITABLE FOUNDATION INC (EIN 22-3694725)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-23
- IRS object ID
- 201911439349100006
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-23T08:27:59-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EisnerAmper LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 Tamarack Circle | AddressLine1Txt |
| City | Skillman | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08558 | 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 | 223694725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOLOTTA FAMILY CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID DOLOTTA | InCareOfNm |
| Business Name Control | DOLO | BusinessNameControlTxt |
| Phone | 6096889680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 DEL ORO AVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID DOLOTTA | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6096889680 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa A Herzer | PreparerPersonNm |
| PTIN | P00241348 | PTIN |
| Phone | 6099210900 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 20967620191435000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-23 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4E7961686B78457D0FDDEB3CE03586C727AE8063 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 15CC347A16A153739F2C606B85EABA0D69768B31 | 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 | $2,632,197 | 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 | $679,091 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,374 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,514 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $825,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,959 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,850 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,081 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $128 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,087 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,006 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $153,006 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $668,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,878 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,197 | CashBOYAmt |
| Cash EOY | -$6,218 | CashEOYAmt |
| Cash EOYFMV | -$6,218 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,754 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,082 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,260,348 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,968,915 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,604,333 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,326,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,996,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,632,197 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,326,299 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,996,779 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,326,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,996,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,326,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,996,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,326,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $668,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,517 | OtherIncreasesAmt |
| Subtotal | $1,996,779 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,996,779 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VERIZON | P | 2014-02-24 | 2018-09-11 | $9,908 | $8,709 | $1,199 | $1,199 |
| SCHWAB 1000 INDEX FUND | P | $46,897 | $21,414 | $25,483 | $25,483 | ||
| THE COCA-COLA CO | P | 2003-03-31 | 2018-09-20 | $46,544 | $20,015 | $26,529 | $26,529 |
| CAPITAL GAIN DIVIDENDS | P | $40,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,514 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $124,812 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,222,426 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05616 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $111,287 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,997,715 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055707 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,284 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,014,256 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056241 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $104,155 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,057,294 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050627 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,383 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,864,992 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058114 | DistributionYr5Rt |
| Total Distribution | 0.276849 | TotalDistributionRt |
| Average Distribution | 0.05537 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,478,493 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $137,234 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,449 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $138,683 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $153,006 | 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 | $1,449 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,449 | SubtotalAmt |
| Tax Based On Investment Income | $1,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,319 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,919 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,470 | OverpaymentAmt |
| Applied To ES Tax | $1,470 | AppliedToESTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 | DAVID DOLOTTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056995591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 DELORO AVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID G DOLOTTA | ||||||||
| 1205 DEL ORO AVE | SANTA BARBARA | CA | 93109 | PRESIDENT | 0 | $0 | $0 | $0 |
| PETER E DOLOTTA | ||||||||
| 231 DRIFTWOOD ROAD | CORONA DEL MAR | CA | 92625 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| MICHAEL J DOLOTTA | ||||||||
| 10127 Cheviot Drive | Los Angeles | CA | 90064 | TREASURER | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,497,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,543 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,516,237 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,516,237 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,478,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,449 | TotalTaxAmt |
| Distributable Before Adj | $122,476 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $122,476 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $122,476 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $153,006 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $153,006 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,449 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $151,557 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,476 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,275 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,939 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,103 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,589 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,265 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,171 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $153,006 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $122,476 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,530 | RemainingDistriFromCorpusAmt |
| Total Corpus | $93,701 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $17,275 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $76,426 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,939 | ExcessFromYear4Amt |
| Excess From Year3 | $14,103 | ExcessFromYear3Amt |
| Excess From Year2 | $12,589 | ExcessFromYear2Amt |
| Excess From Year1 | $16,265 | ExcessFromYear1Amt |
| Excess From Current Year | $30,530 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BOXER RESCUE LA | |||||||
| 17514 VENTURA BLVD SUITE 201 | ENCINO | CA | 91316 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $250 | |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| CCAI | |||||||
| 6920 SOUTH HOLLY CIRCLE | CENTENNIAL | CO | 80112 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 | |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| HEAL THE BAY | |||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 | |
| HEAL THE OCEAN | |||||||
| 1430 CHAPALA | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 | |
| LAND TRUST FOR SANTA BARBARA | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 | |
| PRINCETON AREA COMMUNITY FOUNDATION | |||||||
| 15 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 | |
| THE DOE FUND INC | |||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| THE FRIENDSHIP PADDLE | |||||||
| 920 GARDEN STREET SUITE A | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| THE SURFRIDER FOUNDATION | |||||||
| PO BOX 6010 | SAN CLEMENTE | CA | 92674 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 | |
| VENICE ARTS | |||||||
| 1702 LINCOLN BLVD | VENICE | CA | 90291 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| WASHINGTON SCHOOL FOUNDATION | |||||||
| 290 LIGHTHOUSE ROAD | SANTA BARBARA | CA | 93109 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| BUNS | |||||||
| PO BOX 91452 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| ANGELS FOSTER CARE | |||||||
| 3905 STATE STREET | SANTA BARABARA | CA | 93105 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $750 | SUITE 7-115 |
| AUSTISM SPEAKS | |||||||
| 1060 STATE ROAD | PRINCETON | NJ | 08540 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | 2ND FLOOR |
| DOCTORS WITHOUT WALLS | |||||||
| PO BOX 3751 | SANTA BARBARA | CA | 93103 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 | |
| HAV A SOL | |||||||
| 10736 JEFFERSON BLVD | CULVER CITY | CA | 90230 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | SUITE 636 |
| PATH | |||||||
| 340 NORTH MADISON AVENUE | LOS ANGELES | CA | 90004 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| THE 300 COMMITTEE | |||||||
| 157 LOCUST STREET | FALMOUTH | MA | 02540 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| FRIENDS OF NOBSKA LIGHT | |||||||
| PO BOX 183 | FALMOUTH | MA | 02451 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| GLSEN | |||||||
| 110 WILLIAM STREET 30TH FLOOR | NEW YORK | NY | 10038 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| TRANSITION HOUSE | |||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,250 | |
| UNITED BOYS & GIRLS CLUB OF SANTA BARBARA COUNTY | |||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,500 | |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $700 | |
| CHILDREN'S HOSPITAL LOS ANGELES FOUNDATION | |||||||
| 4650 SUNSET BLVE MS 29 | LOS ANGELES | CA | 90027 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 | |
| FROSTIG CENTER ANNUAL GIVING CAMPAIGN | |||||||
| 971 N ALTADENA DR | PASADENA | CA | 91107 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| MONTESSORI CENTER SCHOOL | |||||||
| 401 N FAIRVIEW AVE 1 | GOLETA | CA | 93117 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $9,300 | |
| TEACHER'S FUND | |||||||
| 1250 COAST VILLAGE ROAD | SANTA BARBARA | CA | 93108 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| BEING ALIVE | |||||||
| 7531 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90046 | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 | SUITE 100 | |
| BRAIN INJURY ALLIANCE OF NEBRASKA | |||||||
| PO BOX 2214 | LINCOLN | NE | 68542 | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | ||
| CELL DOGS INC | |||||||
| PO BOX 23148 | SANTA ANA | CA | 927113148 | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | ||
| COUNCIL ON ALCOHOLISM AND DRUG ABUSE | |||||||
| PO BOX 28 | SANTA BARBARA | CA | 93102 | FOR EXEMPT PURPOSE OF ORGANIZATION | $250 | ||
| LA COLINA JUNIOR HIGH SCHOOL PTSA | |||||||
| 4025 FOOTHILL RD | SANTA BARBARA | CA | 93110 | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | ||
| ORANGE COUNTY COASTKEEPER | |||||||
| 3151 AIRWAY AVE 110 | COSTA MESA | CA | 92626 | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | ||
| ORANGE COUNTY FOOD BANK | |||||||
| 11870 MONARCH STREET | GARDEN GROVE | CA | 92841 | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | ||
| PARK CENTURY SCHOOL | |||||||
| 3939 LANDMARK STREET | CULVER CITY | CA | 90232 | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 | ||
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | ||
| PRIDE BOOSTER CLUB | |||||||
| 1450 ALLENFORD AVE | LOS ANGELES | CA | 90049 | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | ||
| RAICES | |||||||
| 1305 FLORES STREET | SAN ANTONIO | TX | 78212 | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 | ||
| SAN MARCOS KIDS HELPING KIDS FOUNDATION | |||||||
| 4750 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | ||
| SAN BARBARA BUCKET BRIGADE | |||||||
| PO BOX 50640 | SANTA BARBARA | CA | 93150 | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | ||
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 943090466 | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | ||
| THE FUND FOR SANTA BARBARA | |||||||
| 26 WEST ANAPAMU STREET | SANTA BARBARA | CA | 93101 | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | ||
| THE LANGE FOUNDATION | |||||||
| 2106 S SEPULVEDA BLVD | LOS ANGELES | CA | 90025 | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | ||
| THE PEGASUS SCHOOL | |||||||
| 19692 LEXINGTON LANE | HUNTINGTON BEACH | CA | 92646 | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | ||
| WOMEN'S FUND OF SANTA BARBARA | |||||||
| 1111 CHAPALA STREET SUITE 200 | SANTA BARBARA | CA | 93101 | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | ||
| FRIENDS OF THE ELEPHANT SEAL | |||||||
| PO BOX 490 | CAMBRIA | CA | 93428 | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,374 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $145,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,959 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Theodore Dolotta | |||||||
| 1 | 1205 DEL ORO AVE | SANTA BARBARA | CA | 93109 | $46,502 | Yes (X) | |
| Theodore Dolotta | |||||||
| 2 | 1205 DEL ORO AVE | SANTA BARBARA | CA | 93109 | $632,589 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | Shares from IRA account | NoncashPropertyDesc |
| Fair Market Value | $632,589 | FairMarketValueAmt |
| Received | 2018-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,850 | Amt |
| Disbursements Charitable Prps | $2,850 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,968,915 | BookValueAmt |
| EOYFMV | $2,604,333 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $24 | $24 |
| OFFICE SUPPLIES | $54 | $54 |
| OTHER FEES | $43 | $43 |
| SHIPPING AND DELIVERY | $7 | $7 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIV DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $51 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $51 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| Amt | $1,517 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NJ FILING FEE | $28 | $28 | |
| FOREIGN TAXES PAID | $1,081 | $1,081 | |
| FEDERAL TAXES | $2,000 |
Comments