AUDACIOUS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AUDACIOUS FOUNDATION (EIN 47-4602068)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-07
- IRS object ID
- 201911889349100201
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-07T16:32:21-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272087941 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA PETERSEN & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 92202 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931902202 | 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 | 474602068 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUDACIOUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AUDA | BusinessNameControlTxt |
| Phone | 8055642186 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91340 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931901340 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE BROZOWSKI | PersonNm |
| Person Title | EXEC DIR | PersonTitleTxt |
| Phone | 8055642186 | PhoneNum |
| Signature | 2019-06-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA R PETERSEN CPA | PreparerPersonNm |
| PTIN | P01072423 | PTIN |
| Phone | 8056948331 | PhoneNum |
| Preparation | 2019-07-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.173.195.36 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-07 | IPDt |
| IP Tm | 16:32:21 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 84202121AAEF5C77028D92B73F4144D230E92206 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 84202121AAEF5C77028D92B73F4144D230E92206 | 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 | $4,966,534 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $117,095 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $83,513 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,513 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $752,815 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $752,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $752,815 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,037 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,037 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $956,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $839,365 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $169,036 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $169,036 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,959 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $69,959 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $92,495 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $92,495 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,626 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $19,311 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,828 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,483 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,635 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $44,648 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,319 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $9,431 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $3,622 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,622 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,026 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,026 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $133,412 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $133,412 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $599,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,463 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $542,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,078,005 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,835,762 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,677,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,463 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,378,443 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,721,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $813,902 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $267,447 | CashBOYAmt |
| Cash EOY | $455,367 | CashEOYAmt |
| Cash EOYFMV | $455,367 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $273,591 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,984 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,984 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $127,765 | AcctRcvblAmt |
| Acct Rcvbl BOY | $31,764 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $127,765 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $127,765 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $26,127 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $24,404 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $24,404 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,711,228 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,900,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,900,038 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,539,263 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $273,037 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $273,037 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $49,695 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,756 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $39,020 | LandBOYAmt |
| Land EOY | $33,939 | LandEOYAmt |
| Land EOYFMV | $33,939 | LandEOYFMVAmt |
| Total Assets BOY | $6,888,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,966,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,966,534 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20,597 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $41,346 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,604,418 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,762,871 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,625,015 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,804,217 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,263,425 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,162,317 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,263,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,162,317 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,888,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,966,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,263,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,721,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,083,790 | OtherIncreasesAmt |
| Subtotal | $3,626,150 | SubtotalAmt |
| Other Decreases | $463,833 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,162,317 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $752,815 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,348,011 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,493,169 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.394200 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,787,320 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,758,890 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.204058 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,734 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,103,334 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045076 | DistributionYr3Rt |
| Total Distribution | 0.643334 | TotalDistributionRt |
| Average Distribution | 0.214445 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,608,193 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,202,649 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,139 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,210,788 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,378,443 | 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 | $8,139 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,139 | SubtotalAmt |
| Tax Based On Investment Income | $8,139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,783 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,783 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,644 | OverpaymentAmt |
| Applied To ES Tax | $8,140 | AppliedToESTaxAmt |
| Refund | $1,504 | RefundAmt |
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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | WWW.AUDACIOUSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CATHERINE BROZOWSKI | IndividualWithBooksNm |
| Phone | 8055642186 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91340 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL J ORFALEA | ||||||||
| PO BOX 91340 | SANTA BARBARA | CA | 93190 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CATHERINE BROZOWSKI | ||||||||
| PO BOX 91340 | SANTA BARBARA | CA | 93190 | EXEC DIR | 25.00 | $169,036 | $43,434 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,905,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $487,773 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,300,027 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,693,597 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,693,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,608,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $280,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $280,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,139 | TotalTaxAmt |
| Distributable Before Adj | $272,271 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $272,271 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $272,271 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,378,443 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,378,443 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,139 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,370,304 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,271 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,747,563 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $191,563 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,369,095 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,938,049 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,271,545 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,378,443 | QualifyingDistributionsAmt |
| Applied To Current Year | $272,271 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,106,172 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,377,717 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,747,563 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,630,154 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $191,563 | ExcessFromYear4Amt |
| Excess From Year3 | $25,275 | ExcessFromYear3Amt |
| Excess From Year2 | $1,369,095 | ExcessFromYear2Amt |
| Excess From Year1 | $2,938,049 | ExcessFromYear1Amt |
| Excess From Current Year | $2,106,172 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SANTA BARBARA BICYCLE COALITION | ||||||
| 434 OLIVE STREET | SANTA BARBARA | CA | 93101 | 501(C)3 | YEAR 2 EXPANSION OF SAFE BIKING EDUC | $76,180 |
| WILDERNESS YOUTH PROJECT INC | ||||||
| 5386 HOLLISTER AVE STE | SANTA BARBARA | CA | 93111 | 501(C)3 | BRIDGE TO NATURE SCHOOL DAY PROGRAMS | $202,500 |
| WILDERNESS YOUTH PROJECT INC | ||||||
| 5386 HOLLISTER AVE STE | SANTA BARBARA | CA | 93111 | 501(C)3 | BRIDGE TO NATURE SCHOOL DAY PROGRAMS | $36,700 |
| LOMPOC UNIFIED SCHOOL DISTRICT | ||||||
| 1301 NORTH A STREET | LOMPOC | CA | 93436 | PUBLIC AGENC | YR 2 & 3 GRANT BALANCE-SCHOOL GARDEN | $20,000 |
| UCSB ARTS AND LECTURES | ||||||
| 402 MESA ROAD | SANTA BARBARA | CA | 93106 | 501(C)3 | FAMILY FUN/VIVA EL ARTE | $95,000 |
| COMMUNITIES IN SCHOOLS OF RICHMOND | ||||||
| 2922 W MARSHALL ST 2 | RICHMOND | VA | 23230 | 501(C)3 | ELEM. STUDENTS SUPPORT | $20,000 |
| LEADING FROM WITHIN | ||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | 501(C)3 | 2019/2020 HARVEY FELLOWS | $5,000 |
| ADAMS ELEMENTARY PTA | ||||||
| 2701 LAS POSITAS RD | SANTA BARBARA | CA | 93105 | 501(C)3 | ETIQUETTE GRAD. OUTFITS | $150 |
| ADAMS ELEMENTARY PTA | ||||||
| 2701 LAS POSITAS RD | SANTA BARBARA | CA | 93105 | 501(C)3 | BIKING PROG. & FIELD TRIP | $2,521 |
| ADAMS ELEMENTARY PTA | ||||||
| 2701 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | 501(C)3 | FLEXIBLE CLASSROOM SEATING | $6,595 |
| ADELANTE CHARTER SCHOOL | ||||||
| 1102 EAST YANONALI STREET | SANTA BARBARA | CA | 93103 | PUBLIC AGENC | FLEXIBLE CLASSROOM SEATING | $2,420 |
| ADELANTE CHARTER SCHOOL | ||||||
| 1102 EAST YANONALI STREET | SANTA BARBARA | CA | 93103 | PUBLIC AGENC | CIMI CAMP | $14,291 |
| ASPIRE CENTENNIAL COLLEGE PREP | ||||||
| 2079 SATURN AVE | HUNTINGTON PARK | CA | 90255 | 501(C)3 | LOUD MUSIC & FILM PROG. | $5,330 |
| CADC | ||||||
| 23 U ST NW | WASHINGTON | DC | 20001 | 501(C)3 | COMMUNITY PARK | $500 |
| CHILDREN'S CREATIVE PROJECT | ||||||
| 3970 LA COLINA RD STE 9 | SANTA BARBARA | CA | 93110 | 501(C)3 | DANCE/STORYTELLING, 10 SCHOOLS | $69,403 |
| COMMUNITY ENVIRONMENTAL COUNCIL INC | ||||||
| 26 WEST ANAPAMU STREET | SANTA BARBARA | CA | 93101 | 501(C)3 | RETHINK THE DRINK PROGRAM | $25,471 |
| EQUITAS ACADEMY | ||||||
| 1700 WEST PICO BLVD | LOS ANGELES | CA | 90015 | 501(C)3 | LOUD MUSIC & FILM PROG. | $10,570 |
| FOODBANK OF SANTA BARBARA COUNTY | ||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | 501(C)3 | 500 EMERGENCY FOOD KITS | $15,000 |
| FRANKLIN ELEMENTARY PTA | ||||||
| 1111 E MASON ST | SANTA BARBARA | CA | 93103 | 501(C)3 | LOUD FILM PROG, FRANKLIN | $2,608 |
| FRANKLIN ELEMENTARY PTA | ||||||
| 1111 EAST MASON STREET | SANTA BARBARA | CA | 93103 | 501(C)3 | BIKE STORAGE UNIT | $4,082 |
| FUND FOR SANTA BARBARA | ||||||
| 26 WEST ANAPAMU ST | SANTA BARBARA | CA | 93101 | 501(C)3 | NONPROFIT RESOURCE NETWORK | $7,500 |
| HISTORIC RICHMOND | ||||||
| 4 EAST MAIN ST STE 1-C | RICHMOND | VA | 23219 | 501(C)3 | GENERAL OPERATIONS SUPPORT | $1,000 |
| KABOOM | ||||||
| 4301 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | 501(C)3 | GENERAL OPERATIONS SUPPORT | $1,000 |
| LA HONDA ELEMENTARY SCHOOL PTA | ||||||
| 1213 NORTH A STREET | LOMPOC | CA | 93436 | 501(C)3 | ETIQUETTE GRAD. OUTFITS | $200 |
| LOMPOC UNIFIED SCHOOL DISTRICT | ||||||
| 1301 NORTH A STREET | LOMPOC | CA | 93436 | PUBLIC AGENC | FIN. LIT. BANK ACCTS | $200 |
| LOMPOC UNIFIED SCHOOL DISTRICT | ||||||
| 1301 NORTH A STREET | LOMPOC | CA | 93436 | PUBLIC AGENC | STATE OF OUR SCHOOLS TOUR | $663 |
| LOMPOC UNIFIED SCHOOL DISTRICT | ||||||
| 1301 NORTH A STREET | LOMPOC | CA | 93436 | PUBLIC AGENC | FIN. LIT. CLASSES, 2 SCHOOLS | $7,200 |
| LOMPOC UNIFIED SCHOOL DISTRICT | ||||||
| 1301 NORTH A STREET | LOMPOC | CA | 93436 | PUBLIC AGENC | SWIM LESSONS, 2 SCHOOLS | $12,675 |
| LOMPOC UNIFIED SCHOOL DISTRICT | ||||||
| 1301 NORTH A STREET | LOMPOC | CA | 93436 | PUBLIC AGENC | ROPES COURSE, LA HONDA | $14,190 |
| LOMPOC UNIFIED SCHOOL DISTRICT | ||||||
| 1301 NORTH A STREET | LOMPOC | CA | 93436 | PUBLIC AGENC | ASTROCAMP, LA HONDA/LA CANADA | $36,661 |
| LOYOLA MARYMOUNT UNIVERSITY | ||||||
| 1 LOYOLA MARYMOUNT UNIVER | LOS ANGELES | CA | 90045 | 501(C)3 | FIN LIT BOOT CAMPS | $25,389 |
| MCKINLEY ELEMENTARY PTA | ||||||
| 350 LOMA ALTA DR | SANTA BARBARA | CA | 93101 | 501(C)3 | STUDENT SWIMSUITS | $526 |
| MCKINLEY ELEMENTARY PTA | ||||||
| 2701 LAS POSITAS RD | SANTA BARBARA | CA | 93105 | 501(C)3 | TEACHER APPRECIATION | $2,500 |
| MCKINLEY ELEMENTARY PTA | ||||||
| 350 LOMA ALTA DR | SANTA BARBARA | CA | 93101 | 501(C)3 | ETIQUETTE GRAD. OUTFITS | $2,800 |
| NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX DR 100 | ARLINGTON | VA | 22203 | 501(C)3 | GENERAL OPERATIONS SUPPORT | $1,000 |
| NATURETRACK | ||||||
| PO BOX 953 | LOS OLIVOS | CA | 93441 | 501(C)3 | SCHOOL NATURE PROGRAMS | $49,650 |
| NOTRE DAME SCHOOL | ||||||
| 33 EAST MICHELTORENA STRE | SANTA BARBARA | CA | 93101 | 501(C)3 | FLEXIBLE CLASSROOM SEATING | $903 |
| NOTRE DAME SCHOOL | ||||||
| 33 EAST MICHELTORENA STRE | SANTA BARBARA | CA | 93101 | 501(C)3 | COLLEGE FLAGS FOR HALLS | $1,048 |
| NOTRE DAME SCHOOL | ||||||
| 33 EAST MICHELTORENA STRE | SANTA BARBARA | CA | 93101 | 501(C)3 | LOUD MUSIC PROG. | $3,450 |
| NOTRE DAME SCHOOL | ||||||
| 33 EAST MICHELTORENA ST | SANTA BARBARA | CA | 93101 | 501(C)3 | GARDEN EDU. MANAGER | $12,500 |
| OUR LADY OF MT CARMEL ELEMENTARY | ||||||
| 530 HOT SPRINGS RD | SANTA BARBARA | CA | 93108 | 501(C)3 | GARDEN EDU. MANAGER | $12,500 |
| PARKS & REC COMMUNITY FOUNDATION | ||||||
| PO BOX 1990 | SANTA BARBARA | CA | 93102 | 501(C)3 | SCHOOL SWIM TRANSPORT | $6,118 |
| PUC EARLY COLLEGE ACADEMY | ||||||
| 2050 N SAN FERNANDO ROAD | LOS ANGELES | CA | 90065 | 501(C)3 | LOUD MUSIC PROGRAM | $7,525 |
| PUC EXCEL CHARTER ACADEMY | ||||||
| 1855 N MAIN ST FLOOR 2 | LOS ANGELES | CA | 90031 | 501(C)3 | LOUD MUSIC & FILM PROG, | $5,005 |
| PUEBLO NUEVO EDUCATION & DEV | ||||||
| 3435 W TEMPLE STREET | LOS ANGELES | CA | 90026 | 501(C)3 | LOUD MUSIC & FILM PROG, MIRIMAR | $4,725 |
| PUEBLO NUEVO EDUCATION AND DEV | ||||||
| 3435 W TEMPLE STREET | LOS ANGELES | CA | 90026 | 501(C)3 | LOUD MUSIC & FILM PROG, BURLINGTON | $6,993 |
| PUEBLO NUEVO EDUCATION AND DEV | ||||||
| 3435 W TEMPLE STREET | LOS ANGELES | CA | 90026 | 501(C)3 | LOUD MUSIC & FILM PROG, CISNEROS | $6,993 |
| PUEBLO NUEVO EDUCATION AND DEVELOPM | ||||||
| 3435 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | 501(C)3 | LOUD MUSIC & FILM PROG, EISNER | $10,010 |
| RISE KOHYANG MIDDLE SCHOOL | ||||||
| 3020 WILSHIRE BLVD 250 | LOS ANGELES | CA | 90010 | 501(C)3 | LOUD MUSIC & FILM PROG. | $3,605 |
| SANTA BARBARA BICYCLE COALITION | ||||||
| 434 OLIVE STREET | SANTA BARBARA | CA | 93101 | 501(C)3 | SANTA MARIA OPEN STREETS | $2,000 |
| SANTA BARBARA DANCE INSTITUTE | ||||||
| 1330 STATE STREET 207 | SANTA BARBARA | CA | 93101 | 501(C)3 | SCHOOL DRUM/DANCE PROGRAM | $900 |
| SANTA BARBARA DANCE INSTITUTE | ||||||
| 1330 STATE ST 207 | SANTA BARBARA | CA | 93101 | 501(C)3 | SCHOOL DRUM/DANCE PROG, ADAMS/MCKINL | $3,600 |
| SANTA BARBARA FOUNDATION | ||||||
| 1111 CHAPALA ST | SANTA BARBARA | CA | 93101 | 501(C)3 | PFE CONFERENCE 2019 | $2,500 |
| SANTA BARBARA MARITIME MUSEUM | ||||||
| 113 HARBOR WAY 190 | SANTA BARBARA | CA | 93109 | 501(C)3 | SUMMER PASSES, 9 SCHOOLS | $5,868 |
| SANTA BARBARA MUSEUM OF NATURAL HIS | ||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | 501(C)3 | SUMMER PASSES, 9 SCHOOLS | $11,951 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | BIKE CLUB, ADAMS/MCKINLEY | $1,287 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | SCHOOL BIKES, FRANKLIN | $6,290 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | LOUD MUSIC & FILM PROG, LA CUMBRE | $6,595 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | SCHOOL BIKES, MONROE | $9,103 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | CIMI CAMP, MONROE '18/19 | $12,222 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | ASTROCAMP, MONROE '18/19 | $13,636 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | ASTROCAMP, MCKINLEY '18/19 | $14,030 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | CIMI CAMP, FRANKLIN '18/19 | $16,968 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | FLEXIBLE SEATING, MONROE ELEM. | $22,422 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | STUDENT ROPES COURSES | $28,530 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | CIMI/ASTRO CAMP, ADAMS | $38,213 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | ||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | PUBLIC AGENC | SCHOOL GARDEN, ADAMS/LA CUMBRE | $81,292 |
| SMITHSONIAN INSTITUTION | ||||||
| 600 MARYLAND AVE SW | WASHINGTON | DC | 20002 | 501(C)3 | GENERAL OPERATIONS SUPPORT | $1,000 |
| SOCIAL SKILLS OF AMERICA | ||||||
| 1482 EAST VALLEY RD 444 | SANTA BARBARA | CA | 93108 | 501(C)3 | ETIQUETTE GRAD. GALAS, ADDTL. COST | $10,655 |
| SOCIAL SKILLS OF AMERICA | ||||||
| 1482 EAST VALLEY RD 444 | SANTA BARBARA | CA | 93108 | 501(C)3 | 2 ETIQUETTE GRAD. GALAS | $86,824 |
| SOCIAL SKILLS OF AMERICA | ||||||
| 1482 EAST VALLEY RD 444 | SANTA BARBARA | CA | 93108 | 501(C)3 | ETIQUETTE CLASSES, 10 SCHOOLS | $150,000 |
| ST MARY OF THE ASSUMPTION SCHOOL | ||||||
| 424 E CYPRESS STREET | SANTA MARIA | CA | 93454 | 501(C)3 | MULTI PURPOSE GRANT | $12,549 |
| ST MARY OF THE ASSUMPTION SCHOOL | ||||||
| 424 EAST CYPRESS STREET | SANTA MARIA | CA | 93454 | 501(C)3 | CATHOLIC SCHOOL RETREAT | $14,315 |
| ST RAPHAEL ELEMENTARY SCHOOL | ||||||
| 160 ST JOSEPHS STREET | GOLETA | CA | 93111 | 501(C)3 | DRUM/DANCE CLASSES | $2,900 |
| ST RAPHAEL ELEMENTARY SCHOOL | ||||||
| 160 ST JOSEPHS STREET | GOLETA | CA | 93111 | 501(C)3 | GARDEN ED. MANAGER | $12,500 |
| ST RAPHAEL ELEMENTARY SCHOOL | ||||||
| 160 ST JOSEPHS STREET | GOLETA | CA | 93111 | 501(C)3 | MULTI PURPOSE GRANT | $29,482 |
| THE FOUNDATION ROUNDTABLE | ||||||
| PO BOX 60157 | SANTA BARBARA | CA | 93160 | 501(C)3 | 2018 DUES | $1,000 |
| THERAPY DOGS OF SANTA BARBARA | ||||||
| PO BOX 3534 | SANTA BARBARA | CA | 93130 | 501(C)3 | BOOK GIVEAWAYS, 4 SCHOOLS | $1,500 |
| THERAPY DOGS OF SANTA BARBARA | ||||||
| PO BOX 3534 | SANTA BARBARA | CA | 93130 | 501(C)3 | ARF PROG. AT 7 SCHOOLS | $25,500 |
| TODAY'S FRESH START CHARTER SCHOOL | ||||||
| 4514 CRENSHAW BLVD | LOS ANGELES | CA | 90043 | 501(C)3 | LOUD MUSIC & FILM | $4,165 |
| VALOR ACADEMY HIGH SCHOOL | ||||||
| 600 S LAFAYETTE PARK PLAC | LOS ANGELES | CA | 90057 | 501(C)3 | LOUD MUSIC & FILM | $4,165 |
| VISTA CHARTER MIDDLE SCHOOL | ||||||
| 2900 W TEMPLE ST | LOS ANGELES | CA | 90026 | 501(C)3 | LOUD MUSIC & FILM PROG. | $9,450 |
| WILDERNESS YOUTH PROJECT INC | ||||||
| 5386 HOLLISTER AVE STE | SANTA BARBARA | CA | 93111 | 501(C)3 | EXTENSION OF THE REACH PROGRAM | $333,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,835,762 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WILDERNESS YOUTH PROJECT INC | ||||||
| 5386 HOLLISTER AVE STE | SANTA BARBARA | CA | 93111 | 501(C)3 | REACH FUNDING 2019 | $367,600 |
| LEADING FROM WITHIN | ||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | 501(C)3 | 2019/2020 HARVEY FELLOWS | $5,000 |
| UCSB ARTS AND LECTURES | ||||||
| 402 MESA ROAD | SANTA BARBARA | CA | 93106 | 501(C)3 | FAMILY FUN/VIVA EL ARTE | $95,000 |
| COMMUNITIES IN SCHOOLS OF RICHMOND | ||||||
| 2922 W MARSHALL ST 2 | RICHMOND | VA | 23230 | 501(C)3 | ELEM. STUDENTS SUPPORT | $40,000 |
| LT DISCOUNT | ||||||
| LT GRANTS PAYABLE DISCOUN | SANTA BARBARA | CA | 93190 | OTHER | TO RECORD PRESENT VALUE OF LT GRANTS | $33,323 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $540,923 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,513 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $752,815 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,037 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $839,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $839,365 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $19,311 | Amt |
| Net Investment Income | $4,828 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,483 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| KINO GAFFER KITS & ACCESSORIES | 2016-02-02 | $9,521 | $3,650 | S/L | 5.0000 | $1,904 |
| LAPTOP FOR CATHERINE | 2017-03-16 | $3,127 | $495 | S/L | 5.0000 | $626 |
| 2009 28' MAJESTIC RV | 2017-09-01 | $32,697 | $2,180 | S/L | 5.0000 | $6,539 |
| LAPTOP FOR RACHEL | 2018-11-30 | $1,865 | S/L | 5.0000 | $31 | |
| LOUD RV WRAP | 2018-04-17 | $2,485 | S/L | 5.0000 | $331 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE SECURITIES | StockNm |
| EOY Book Value | $3,900,038 | EOYBookValueAmt |
| EOYFMV | $3,900,038 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COURSEBASE, LLC | FMV | $149,743 | $149,743 |
| 1601 STATE STREET HOTEL INVESTORS LP | FMV | ||
| 1283 CVC, LLC | FMV | $123,294 | $123,294 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $49,695 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $15,756 | AccumulatedDepreciationAmt |
| Book Value | $33,939 | BookValueAmt |
| EOYFMV | $33,939 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $9,626 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT | Desc |
| Amt | $463,833 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES | $42,941 | $42,941 |
| COMPUTER/DATABASE | $12,737 | $12,737 |
| OTHER EXPENSES | $4,797 | $4,797 |
| WEBSITE | $2,001 | $2,001 |
| MARKETING | $5,000 | $5,000 |
| INSURANCE | $14,542 | $14,542 |
| OTHER DONATIONS | $26,374 | $26,374 |
| PAYROLL FEES | $4,231 | $4,231 |
| IN KIND DONATIONS | $3,500 | $3,500 |
| EVENTS | $17,289 | $17,289 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Revenue And Expenses Per Books | $3,037 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,037 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO WRITE OFF GRANTS PAYABLE | Desc |
| Amt | $1,083,790 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTANT FEES | $44,648 | $44,648 | |
| INVESTMENT MANAGEMENT FEES | $20,635 | $20,635 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $12,319 | Amt |
Comments