LOPKER FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: LOPKER FAMILY FOUNDATION (EIN 77-0448078)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-06-07
IRS object ID: 201931589349100913
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
Distribution From Corpus Election
General Explanation Attachment
Investments Corp Stock Schedule
Investments Land Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-06-07T17:20:39-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	770076647	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DAMITZ BROOKS NIGHTINGALE	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 EAST CARRILLO STREET SUITE 303	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93101	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770448078	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOPKER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LOPK	BusinessNameControlTxt
Phone	8058865695	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INNOVATION PLACE	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93108	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KARL F LOPKER	PersonNm
Person Title	PRESIDENT/CEO	PersonTitleTxt
Phone	8055654249	PhoneNum
Signature	2019-05-28	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CATHERINE MACAULAY	PreparerPersonNm
PTIN	P00178796	PTIN
Phone	8059631837	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	216.64.156.34	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-05-28	IPDt
IP Tm	16:11:55	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	061578F6B82AE0B9395A892403240D8D3010831C	AtSubmissionCreationDeviceId
At Submission Filing Device Id	D4F89E78E465368889BB483E491D42BE848D7349	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	$18,803,182	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$16	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$16	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$130,173	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$130,173	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$115,362	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$115,362	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	$21,511	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$430,235	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$733,344	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$733,317	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$675,786	TotalRevAndExpnssAmt
Total Net Invst Incm	$978,868	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$36,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$18,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$18,000	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$3,094	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$1,547	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$1,547	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$36,065	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$18,033	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$18,032	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$360	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$57,861	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,426	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$1,435	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$33,757	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$33,757	DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss	$60,521	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$60,227	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$88	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$227,658	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$132,990	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$39,102	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,150,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,150,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,377,658	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$132,990	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,189,102	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$701,872	ExcessRevenueOverExpensesAmt
Net Investment Income	$845,878	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$65,290	CashEOYAmt
Cash EOYFMV	$65,290	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$493,346	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$62,177	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$62,177	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$17,342,860	CorporateStockBOYAmt
Corporate Stock EOY	$16,891,722	CorporateStockEOYAmt
Corporate Stock EOYFMV	$16,891,722	CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis	$1,828,977	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$45,009	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$1,817,725	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$1,783,968	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$1,783,968	LandBldgInvestmentsEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$25	OtherAssetsEOYAmt
Other Assets EOYFMV	$25	OtherAssetsEOYFMVAmt
Total Assets BOY	$19,653,931	TotalAssetsBOYAmt
Total Assets EOY	$18,803,182	TotalAssetsEOYAmt
Total Assets EOYFMV	$18,803,182	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$9,897	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$9,050	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$9,897	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$9,050	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$19,644,034	RetainedEarningBOYAmt
Retained Earning EOY	$18,794,132	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$19,644,034	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$18,794,132	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$19,653,931	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$18,803,182	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$19,644,034	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$701,872	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$18,942,162	SubtotalAmt
Other Decreases	$148,030	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$18,794,132	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	QAD INC	PropertyDesc
Acquired	2017-01-01	AcquiredDt
Sold	2018-12-31	SoldDt
Gross Sales Price	$733,344	GrossSalesPriceAmt
Cost Or Other Basis	$27	CostOrOtherBasisAmt
Gain Or Loss	$733,317	GainOrLossAmt
Gains Minus Excess Or Losses	$733,317	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$733,317	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$848,369	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$17,584,291	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.048246	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$547,773	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$11,565,221	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.047364	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$364,230	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$9,112,431	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.039971	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$298,354	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$6,968,621	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.042814	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$128,582	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$4,170,627	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.030830	DistributionYr5Rt
Total Distribution	0.209225	TotalDistributionRt
Average Distribution	0.041845	AverageDistributionRt
Net Vl Noncharitable Assets	$23,038,378	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$964,041	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$8,459	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$972,500	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,189,102	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	$8,459	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$8,459	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$8,459	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$36,882	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$36,882	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$28,423	OverpaymentAmt
Applied To ES Tax	$8,800	AppliedToESTaxAmt
Refund	$19,623	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ANITA BLAKEMORE	IndividualWithBooksNm
Phone	8058865695	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 INNOVATION PLACE	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93108	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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
PAMELA M LOPKER
100 INNOVATION PLACE	SANTA BARBARA	CA	93108	PRESIDENT/CEO	0.00	$0	$0	$0
LYNETTE A KUCHTA
100 INNOVATION PLACE	SANTA BARBARA	CA	93108	FORMER FOUNDATION MANAGER	3.00	$36,000	$0	$0
KARL BO LOPKER
100 INNOVATION PLACE	SANTA BARBARA	CA	93108	SECRETARY	0.00	$0	$0	$0
JULIANA L LOPKER
100 INNOVATION PLACE	SANTA BARBARA	CA	93108	CFO	0.00	$0	$0	$0
ANITA H BLAKEMORE
100 INNOVATION PLACE	SANTA BARBARA	CA	93108	TREASURER	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$21,038,851	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$549,030	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,801,335	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$23,389,216	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$23,389,216	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$350,838	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$23,038,378	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,151,919	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,151,919	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$8,459	TaxBasedOnInvestmentIncomeAmt
Total Tax	$8,459	TotalTaxAmt
Distributable Before Adj	$1,143,460	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,143,460	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,143,460	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,189,102	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,189,102	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$8,459	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,180,643	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,143,460	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$30,762	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$30,762	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,189,102	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,143,460	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$45,642	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$76,404	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$76,404	ExcessDistriCyovToNextYrAmt
Excess From Year1	$30,762	ExcessFromYear1Amt
Excess From Current Year	$45,642	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	PAMELA M LOPKER	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	ANITA BLAKEMORE	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 INNOVATION PLACE	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93108	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8056846641	RecipientPhoneNum
Form And Info And Materials	APPLICATION LETTER SHOULD INCLUDE NAME OF ORGANIZATION AND PURPOSE OF GRANT.INCLUDE A COPY OF ORGANIZATION'S FEDERAL TAX EXEMPTION LETTER.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
867 VIA ABAJO	SANTA BARBARA	CA	93110	NONE	PC	SUMMER CAMP FOR GIRLS	$2,850
BOY SCOUTS OF AMERICA - TROOP 179
3290 LOMA VISTA ROAD	VENTURA	CA	93003	NONE	PC	DONATION TO REBUILD RANCHO ALLEGRE	$10,000
BURNING MAN PROJECT
660 ALABAMA STREET	SAN FRANCISCO	CA	94110	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$2,000
CHAPMAN UNIVERSITY
ONE UNIVERSITY DRIVE	ORANGE	CA	92866	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$2,000
CHARITY WATER
40 WORTH STREET SUITE 330	NEW YORK	NY	10013	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$30,000
CITY SLICKER FARMS
2847 PERALTA STREET	OAKLAND	CA	94608	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$5,000
CODE2040
785 MARKET STREET SUITE 850	SAN FRANCISCO	CA	94103	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$5,000
DIRECT RELIEF INTERNATIONAL
27 SOUTH LA PATERA LANE	SANTA BARBARA	CA	93117	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$25,000
DJANGO SOFTWARE FOUNDATION
PO BOX 1106	ALAMEDA	CA	94501	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$10,000
DON BOSCO TECH
1151 SAN GABRIEL BOULEVARD	ROSEMEAD	CA	91770	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$200,000
ENVIRONMENTAL HEALTH COALITION
2727 HOOVER AVENUE SUITE 202	NATIONAL CITY	CA	91950	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$10,000
FISTULA FOUNDATION
1922 THE ALAMEDA SUITE 302	SAN JOSE	CA	95126	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$10,000
FOOD FROM THE HEART
PO BOX 3908	SANTA BARBARA	CA	93130	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$500
FOUNDATION FOR SBCC
721 CLIFF DRIVE	SANTA BARBARA	CA	93109	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$5,000
FOUNDATION FOR SBHS
PO BOX 158	SANTA BARBARA	CA	93102	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$15,000
GIRL SCOUTS - TROOP 60186
1500 PALMA DRIVE 110	VENTURA	CA	93003	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$175
GIRLS INC
5315 FOOTHILL ROAD	CARPINTERIA	CA	93013	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$5,000
GIVEDIRECTLY INC
PO BOX 3221	NEW YORK	NY	10008	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$30,000
GIVEWELL
182 HOWARD STREET 208	SAN FRANCISCO	CA	94105	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$41,975
GRANADA THEATER
1330 STATE STREET SUITE 101	SANTA BARBARA	CA	93101	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$10,000
GREENACTION FOR HEALTH AND ENVIRONMENTAL JUSTICE
315 SUTTER STREET 2ND FLOOR	SAN FRANCISCO	CA	94108	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$15,000
KINDERING
16120 NORTH EAST 8TH STREET	BELLEVUE	WA	98008	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$20,000
LIVING GOODS
220 HALLECK STREET SUITE 200B	SAN FRANCISCO	CA	94619	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$20,000
MOVEMENT STRATEGY CENTER
436 14TH STREET SUITE 500	OAKLAND	CA	94612	NONE	PC	MOVEMENT GENERATION, CLIMATE JUSTICE ALLIANCE	$40,000
MOXI - THE WOLF MUSEUM
PO BOX 4808	SANTA BARBARA	CA	93140	NONE	PC	HYPERSONIC SPONSER, GENERAL SUPPORT	$20,000
ONE805
PO BOX 3776	SANTA BARBARA	CA	93130	NONE	PC	KICK ASH BASH	$5,000
PLANTING JUSTICE
3443 SAN PABLO AVENUE	OAKLAND	CA	94608	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$20,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREET	SAN FRANCISCO	CA	94103	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$10,000
SAN FRANCISCO SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
201 ALABAMA STREET	SAN FRANCISCO	CA	94103	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$10,000
SANTA BARBARA HIGH SCHOOL COMPUTER SCIENCE ACADEMY FOUNDATION
PO BOX 60354	SANTA BARBARA	CA	93160	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$2,000
SCHOLARSHIP FOUNDATION OF SB
PO BOX 3620	SANTA BARBARA	CA	93130	NONE	PC	BALANCE OF 2018 SCHOLARSHIPS, KARL LOPKER MEMORIAL FUND, QAD SCHOLARSHIP FUND	$202,500
SWEDISH MEDICAL CENTER FOUNDATION
747 BROADWAY	SEATTLE	WA	98122	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$10,000
THE ENVIRONMENTAL & ENERGY STUDY INSTITUTE
1020 19TH STREET NW SUITE 650	WASHINGTON	DC	20036	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$20,000
THE FRED HOLLOWS FOUNDATION USA
115 FIFTH AVENUE 6TH FLOOR	NEW YORK	NY	10003	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$10,000
THE GREATER CONTRIBUTION
3096 APACHE CIRCLE	THOUSAND OAKS	CA	93013	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$500
THE HUNGER PROJECT
110 WEST 30TH STREET FLOOR 6	NEW YORK	NY	10001	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$20,000
UCSB FOUNDATION
UNIVERSITY OF CALIFORNIA	SANTA BARBARA	CA	93106	NONE	PC	GRAD SLAM, COLLEGE OF ENGINEERING DEAN'S FUND, GENERAL SUPPORT	$55,000
UNIVERSITY OF CALIFORNIA MERCED
5200 NORTH LAKE ROAD	MERCED	CA	95343	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$25,000
UNIVERSITY OF WASHINGTON FOUNDATION
PO BOX 359505	SEATTLE	WA	98195	NONE	PC	INFECTIOUS DISEASE RESEARCH AND PROSTATE CANCER RESEARCH FUND	$200,000
UNIVERSITY OF WASHINGTON
PO BOX 359505	SEATTLE	WA	98195	NONE	PC	SEATTLE CANCER CARE ALLIANCE - DR. HIGANO	$25,000
WIKIMEDIA FOUNDATION INC
PO BOX 98204	WASHINGTON	DC	20090	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,150,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$16	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$130,173	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$21,511	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$430,235	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$581,935	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$581,935	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	DAMITZ, BROOKS, NIGHTINGALE, TURNER & MORRISSET	CategoryTxt
Amt	$36,065	Amt
Net Investment Income	$18,033	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$18,032	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Computation MethodComputationMethodTxt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt	Prior Year DepreciationPriorYearDepreciationAmt	LifeLifeRt
LAND	2017-08-29	$900,667	L	$0	$0
BUILDING	2017-08-29	$900,668	SL	$32,752	$32,752	$10,917	27.500000000000
ROOF	2017-08-29	$27,642	SL	$1,005	$1,005	$335	27.500000000000

Distribution From Corpus Election DistributionFromCorpusElection

Field	Value	IRS element (for citing)
Election	SECTION 49(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS:PURSUANT TO IRC SECTION 4942(H)(2) AND REGLATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ___________________________________________	ElectionDesc

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	COMPENSATION TO DISQUALIFIED PERSON	IdentifierTxt
Form And Line Reference	FORM 990PF, PART VII-B 1A(4)	FormAndLineReferenceDesc
Medium Explanation	THE FOUNDATION UTILIZED THE SERVICES OF LYNETTE A. KUCHTA FORADMINISTRATIVE DUTIES; MS. KUCHTA IS THE FORMER TREASURER ANDFOUNDATION MANAGER.	MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	QAD, INC. COMMON	StockNm
EOY Book Value	$16,891,722	EOYBookValueAmt
EOYFMV	$16,891,722	EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
LAND	$900,667	$0	$900,667	$900,667
BUILDING	$900,668	$43,669	$856,999	$856,999
ROOF	$27,642	$1,340	$26,302	$26,302

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	PRICE, POSTEL & PARMA	CategoryTxt
Legal Fees	$3,094	LegalFeesAmt
Net Investment Income	$1,547	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,547	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	PAYROLL TAXES RECEIVABLE	Desc
EOY Book Value	$25	EOYBookValueAmt
EOYFMV	$25	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS ON MARKETABLE SECURITIES	Desc
Amt	$148,030	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES	$45	$45	$0
PAYROLL INTEREST EXPENSE	$26	$13	$13
LICENSES & PERMITS	$150	$75	$75
RENTAL EXPENSES	$60,094	$60,094	$0
PENALTIES	$206	$0	$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
SECURITY DEPOSIT - 1620 GARDEN	$9,500	$9,050
PAYROLL TAXES PAYABLE	$397	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	OTHER PROFESSIONAL FEES	CategoryTxt
Amt	$360	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$2,851	$1,426	$1,425
FILING FEES	$10	$0	$10
EXCISE TAXES	$55,000	$0	$0