BETA

BELLOWE FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BELLOWE FAMILY FOUNDATION (EIN 77-0456981)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-10
IRS object ID
201911619349100636
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)
Return2019-06-10T18:40:43-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770181453PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NASIF HICKS HARRIS & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1104 WEST ANAPAMU ST STE BAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770456981EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ARNOLD & JILL BELLOWE FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBELLBusinessNameControlTxt
Phone8054520202PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1915 PARK LANEAddressLine1Txt
CityMONTECITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARNOLD BELLOWEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8054520202PhoneNum
Signature2019-06-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRACHELLE BARNIERPreparerPersonNm
PTINP01075017PTIN
Phone8059661521PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.71.230.113IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-03IPDt
IP Tm08:05:08IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id51AB105504FBF5F0FF84D70B256574BC83CB6B75AtSubmissionCreationDeviceId
At Submission Filing Device Id51AB105504FBF5F0FF84D70B256574BC83CB6B75AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,226,015FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$25,137DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,137DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$79,121NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$518,009GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$79,121CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$104,258TotalRevAndExpnssAmt
Total Net Invst Incm$104,258TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,305AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,153AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,152AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,208TaxesRevAndExpnssAmt
Taxes Net Invst Incm$237TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,119TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,119TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$132OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$132OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,764TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,522TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,271TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$68,064TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,522TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,571TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,194ExcessRevenueOverExpensesAmt
Net Investment Income$102,736NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,432CashBOYAmt
Cash EOY$12,292CashEOYAmt
Cash EOYFMV$12,292CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,221SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$88,695SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$88,695SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,275,007OtherInvestmentsBOYAmt
Other Investments EOY$1,219,401OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,125,028OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,282,660TotalAssetsBOYAmt
Total Assets EOY$1,320,388TotalAssetsEOYAmt
Total Assets EOYFMV$1,226,015TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,282,660RetainedEarningBOYAmt
Retained Earning EOY$1,320,388RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,282,660TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,320,388TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,282,660TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,320,388TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,282,660TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,194ExcessRevenueOverExpensesAmt
Other Increases$1,534OtherIncreasesAmt
Subtotal$1,320,388SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,320,388TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
SCHWAB CAPITAL GAIN DISTRIBUTIONSP2018-12-31$94,009$94,009$94,009
SCHWAB CAPITAL GAIN FROM SALE2018-06-01$424,000-$14,888-$14,888$438,888
FieldValueIRS element (for citing)
Capital Gain Net Income$79,121CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$64,732AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,284,789NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050383DistributionYr1Rt
Adjusted Qlfy Distri Yr2$65,464AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,223,720NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053496DistributionYr2Rt
Adjusted Qlfy Distri Yr3$68,118AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,264,007NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053891DistributionYr3Rt
Adjusted Qlfy Distri Yr4$70,764AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,344,862NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052618DistributionYr4Rt
Adjusted Qlfy Distri Yr5$49,961AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,325,018NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037706DistributionYr5Rt
Total Distribution0.248094TotalDistributionRt
Average Distribution0.049619AverageDistributionRt
Net Vl Noncharitable Assets$1,279,690NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$63,497AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,027NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$64,524AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$65,571QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,027InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,027SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,027TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$880EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$250ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,130TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$103OverpaymentAmt
Applied To ES Tax$103AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JILL BELLOWE CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8054520202PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1915 PARK LANEAddressLine1Txt
CityMONTECITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARNOLD BELLOWE
915 PARK LANEMONTECITOCA93108PRESIDENT1.00$0$0$0
JILL BELLOWE
915 PARK LANEMONTECITOCA93108SECRETARY/TREASURER1.00$0$0$0
STACY TAGER
915 PARK LANEMONTECITOCA93108DIRECTOR1.00$0$0$0
GREG BELLOWE
915 PARK LANEMONTECITOCA93108DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,249,828AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,350AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,299,178TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,299,178AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,488CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,279,690NetVlNoncharitableAssetsAmt
Minimum Investment Return$63,985MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$63,985MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,027TaxBasedOnInvestmentIncomeAmt
Total Tax$1,027TotalTaxAmt
Distributable Before Adj$62,958DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$62,958DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$62,958DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,571ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$65,571QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,027PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$64,544AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$62,958DistributableAsAdjustedAmt
Undistributed Income PY$46,829UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$65,571QualifyingDistributionsAmt
Applied To Year1$46,829AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,742AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$44,216UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARNOLD BELLOWEContributingManagerNm
Contributing ManagerJILL BELLOWEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AKRON JEWISH CENTER
750 WHITE POND DRIVEAKRONOH44320NONEEXEMPTCHARITABLE$100
ALZHEIMER'S ASSOCIATION
1528 CHAPALA STREETSANTA BARBARACA93101NONEEXEMPTCHARITABLE$1,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEEXEMPTCHARITABLE$500
AMERICAN RED CROSS - PACIFIC DIVISION
PO BOX 37839BOONEIA500370839NONEEXEMPTCHARITABLE$250
AMNESTY INTERNATIONAL USA
5 PENN PLAZA 14TH FLOORNEW YORKNY10001NONEEXEMPTCHARITABLE$100
CADA-COUNCIL ON ALCOHOLISM & DRUG ABUSE
232 E CANON PERDIDO STREETSANTA BARBARACA93101NONEEXEMPTCHARITABLE$250
CHAUTAUQUA FOUNDATION
PO BOX 28CHAUTAUQUANY14722NONEEXEMPTCHARITABLE$8,100
CHAUTAUQUA INSTITUTION
PO BOX 28CHAUTAUQUANY14722NONEEXEMPTCHARITABLE$200
CHAUTAUQUA LAKE ASSOCIATION
429 E TERRACE AVELAKEWOODNY14750NONEEXEMPTCHARITABLE$500
CHAUTAUQUA WATERSHED CONSERVANCY
413 NORTH MAIL STREETJAMESTOWNNY14701NONEEXEMPTCHARITABLE$1,000
CITY LACROSS
702 STRAND STREETSANTA MONICACA90405NONEEXEMPTCHARITABLE$4,000
CITY OF HOPE
1500 EAST DUARTE ROADDUARTECA91010NONEEXEMPTCHARITABLE$100
COURT APPOINTED SPECIAL ADVOCATES (CASA)
100 W HARRISON NORTH TOWER SUITESEATTLEWA98119NONEEXEMPTCHARITABLE$250500
DIRECT RELIEF INTERNATIONAL
27 S LA PATERA LANESANTA BARBARACA93101NONEEXEMPTCHARITABLE$5,200
EDEN REFORESTATION PROJECT
303 W FOOTHILL UNIT 13GLENDORACA91741NONEEXEMPTCHARITABLE$3,000
ENSEMBLE THEATRE
914 SANTA BARBARA STSANTA BARBARACA93101NONEEXEMPTCHARITABLE$2,750
FOOD BANK OF SANTA BARBARA
4554 HOLLISTER AVESANTA BARBARACA93110NONEEXEMPTCHARITABLE$500
FOUNDATION FOR SBCC
721 CLIFF DRSANTA BARBARACA93109NONEEXEMPTCHARITABLE$1,000
HUMAN RIGHTS WATCH
350 FIFTH AVENUE 34TH FLNEW YORKNY10118NONEEXEMPTCHARITABLE$2,500
INSPIRATIONAL TRIATHLON RACING
P O BOX 567EAST HAMPTONNY11937NONEEXEMPTCHARITABLE$1,000
J STREET EDUCATION FUND
205 W RANDOLPH ST 740CHICAGOIL60606NONEEXEMPTCHARITABLE$1,000
JEWISH FEDERATION OF GREATER SANTA BARBARA
524 CHAPALA STREETSANTA BARBARACA93101NONEEXEMPTCHARITABLE$2,000
KCLU PUBLIC RADIO
60 WEST OLSEN RD 4400THOUSAND OAKSCA91360NONEEXEMPTCHARITABLE$600
LOBERO THEATER FOUNDATION
33 E CANON PERDIDO STSANTA BARBARACA93101NONEEXEMPTCHARITABLE$250
MARJORIE LUKE THEATER
721 E COTA STREETSANTA BARBARACA93103NONEEXEMPTCHARITABLE$250
MONTECITO FIREFIGHTERS CHARITABLE FOUNDATION
595 SAN YSIDRO ROADSANTA BARBARACA93108NONEEXEMPTCHARITABLE$1,000
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROADSANTA BARBARACA93108NONEEXEMPTCHARITABLE$100
NATIONAL ALLIANCE ON MENTAL ILLNESS
3803 N FAIRFAX DR SUITE 100ARLINGTONVA22203NONEEXEMPTCHARITABLE$100
NORTH EAST OHIO FOOD ALLERGY NETWORK
2311 RICHMOND ROADBEACHWOODOH44122NONEEXEMPTCHARITABLE$100
NORTH VALLEY COMMUNITY FOUNDATION
240 MAIN STREET SUITE 260CHICOCA95928NONEEXEMPTCHARITABLE$500
PATH SANTA BARBARA
PO BOX 24116SANTA BARBARACA93121NONEEXEMPTCHARITABLE$500
PBS OF SOCAL
PO BOX 25113SANTA ANACA92799NONEEXEMPTCHARITABLE$500
PLANNED PARENTHOOD SBVSLO
DEVELOPMENT DEPT 518 GARDEN STSANTA BARBARACA93101NONEEXEMPTCHARITABLE$250
RAICES
1305 NFLORES STREETSAN ANTONIOCA78212NONEEXEMPTCHARITABLE$250
ROBERT H JACKSON CENTER
305 EAST 4TH ST PO BOX 879JAMESTOWNNY14702NONEEXEMPTCHARITABLE$2,000
RUBICON THEATER
1006 E MAIN STREETVENTURACA93001NONEEXEMPTCHARITABLE$250
SANSUM CLINIC
PO BOX 1200SANTA BARBARACA93102NONEEXEMPTCHARITABLE$1,000
SANTA BARBARA FIREFIGHTERS ALLIANCE
PO BOX 3776SANTA BARBARACA93130NONEEXEMPTCHARITABLE$5,000
SANTA BARBARA MUSEUM OF ART
1130 STATE STREETSANTA BARBARACA93101NONEEXEMPTCHARITABLE$1,500
SANTA BARBARA ZOO
500 NINOS DRIVESANTA BARBARACA93103NONEEXEMPTCHARITABLE$250
STATE STREET BALLET
2285 LAS POSITASSANTA BARBARACA93105NONEEXEMPTCHARITABLE$1,000
THE PAINTED TURTLE
1300 4TH STREET SUITE 300SANTA MONICACA90401NONEEXEMPTCHARITABLE$250
TRANSITION HOUSE
425 E COTA STREETSANTA BARBARACA93101NONEEXEMPTCHARITABLE$1,000
UCSB (UC REGENTS)
UNIVERSITY OF SANTA BARBARASANTA BARBARACA93106NONEEXEMPTCHARITABLE$5,250
UNITED WAY OF SANTA BARBARA
320 E GUTIERREZ STSANTA BARBARACA93101NONEEXEMPTCHARITABLE$500
UNIVERSITY OF AKRON FOUNDATION
150 UNIVERSITY AVENUEAKRONOH44325NONEEXEMPTCHARITABLE$1,000
VENICE FAMILY CLINIC
804 ROSE AVEVENICECA90291NONEEXEMPTCHARITABLE$100
WOMEN'S FUND OF SANTA BARBARA
15 E CARRILLO STREETSANTA BARBARACA93101NONEEXEMPTCHARITABLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,137ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$79,121ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$104,258ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$104,258TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,305Amt
Net Investment Income$1,153NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,152DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS (CHARLES SCHWAB)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,219,401BookValueAmt
EOYFMV$1,125,028EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$132RevenueAndExpensesPerBooksAmt
Net Investment Income$132NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON-TAXABLE DISTRIBUTIONS/RETURNS OF CAPITALDesc
Amt$1,534Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FTB FILING FEES$10$10$0
AG FILING FEE$25$25$0
FEDERAL EXCISE TAXES$971$0$0
FOREIGN TAX ON INVESTMENTS$202$202$0

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