UCSB CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UCSB CHARITABLE FOUNDATION INC (EIN 06-1665773)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-29
IRS object ID
201941199349100644
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)
Return2019-04-29T16:06:11-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Crowe LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1488 Madison Avenue - Floor 3AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061665773EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UCSB Charitable Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% UNION COUNTY SAVINGS BANKInCareOfNm
Business Name ControlUCSBBusinessNameControlTxt
Phone9083544600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1320 North Broad StreetAddressLine1Txt
CityElizabethCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD C SIMSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9083544600PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames D SlivanyaPreparerPersonNm
PTINP00638817PTIN
Phone2125725500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address159.246.20.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id13999720191195000000FederalOriginalSubmissionId
Federal Original Submission Id2019-04-29FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF37AD1086F32A11CA9FA189F44F1BC29F4F03B90AtSubmissionCreationDeviceId
At Submission Filing Device IdF37AD1086F32A11CA9FA189F44F1BC29F4F03B90AtSubmissionFilingDeviceId
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$1,071,246FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$53,729InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$53,729InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$53,729TotalRevAndExpnssAmt
Total Net Invst Incm$53,729TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$729ExcessRevenueOverExpensesAmt
Net Investment Income$53,729NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,070,517SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,071,246SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,071,246SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,070,517TotalAssetsBOYAmt
Total Assets EOY$1,071,246TotalAssetsEOYAmt
Total Assets EOYFMV$1,071,246TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,070,517RetainedEarningBOYAmt
Retained Earning EOY$1,071,246RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,070,517TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,071,246TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,070,517TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,071,246TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,070,517TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$729ExcessRevenueOverExpensesAmt
Subtotal$1,071,246SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,071,246TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$52,463AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,054,117NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04977DistributionYr1Rt
Adjusted Qlfy Distri Yr2$52,462AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,057,436NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049612DistributionYr2Rt
Adjusted Qlfy Distri Yr3$52,464AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,056,816NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049643DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,054,905NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04882DistributionYr4Rt
Adjusted Qlfy Distri Yr5$51,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,052,575NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048453DistributionYr5Rt
Total Distribution0.246298TotalDistributionRt
Average Distribution0.04926AverageDistributionRt
Net Vl Noncharitable Assets$1,057,894NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$52,112AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$537NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,649AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$53,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$537InvestmentIncomeExciseTaxAmt
Subtotal$537SubtotalAmt
Tax Based On Investment Income$537TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$603EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$603TotalPaymentsAndCreditsAmt
Overpayment$66OverpaymentAmt
Applied To ES Tax$66AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1UNION COUNTY SAVINGS BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9083544600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1320 NORTH BROAD STREETAddressLine1Txt
CityELIZABETHCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07207ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD C SIMS
320 North Broad StreetElizabethNJ07207PRESIDENT/TRUSTEE10.0$0$0$0
JOHN K DONAHUE
320 North Broad StreetElizabethNJ07207VICE PRESIDENT/TRUSTEE10.0$0$0$0
KATHLEEN H DOYLE
320 North Broad StreetElizabethNJ07207SECRETARY/TRUSTEE10.0$0$0$0
TINA A FREDELLA
320 North Broad StreetElizabethNJ07207TRUSTEE10.0$0$0$0
JOSEPH A MANFREDI
320 North Broad StreetElizabethNJ07207TRUSTEE10.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,074,004AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,074,004TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,074,004AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,110CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,057,894NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,895MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,895MinimumInvestmentReturnAmt
Tax Based On Investment Income$537TaxBasedOnInvestmentIncomeAmt
Total Tax$537TotalTaxAmt
Distributable Before Adj$52,358DistributableBeforeAdjAmt
Distributable Before Ded$52,358DistributableBeforeDedAmt
Distributable As Adjusted$52,358DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$53,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$537PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$52,463AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,358DistributableAsAdjustedAmt
Undistributed Income PY$49,390UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$53,000QualifyingDistributionsAmt
Applied To Year1$49,390AppliedToYear1Amt
Applied To Current Year$3,610AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$48,748UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAINT JOSEPH SOCIAL SERVICE CENTER
118 DIVISION STREETELIZABETHNJ07206NONEPCASSISTS POOR AND HOMELESS COMMUNITIES$13,000
CENTER FOR HOPE HOSPICE & PALLIATIVE CARE
1900 RARITAN ROADSCOTCH PLAINSNJ07076NONEPCTO PROVIDE COMMUNITY SERVICE PROGRAM SUPPORT$7,000
BRIDGEWAY REHABILITATION SERVICES
615 NORTH BROAD STREETELIZABETHNJ07208NONEPCPROVIDES ASSISTANCE FOR PSYCHIATRIC REHABILITATION$3,000
COMMUNITY ACCESS
80 WEST GRAND STREETELIZABETHNJ07208NONEPCPROVIDES QUALITY SUPPORT SERVICES FOR PEOPLE IN NEED$12,000
BOYS AND GIRLS CLUB OF UNION COUNTY
1050 JEANETTE AVENUEUNIONNJ07083NONEPCOFFERS CLUB PROGRAMS AND SERVICES TO ENHANCE THE DEVELOPMENT OF BOYS AND GIRLS IN THE LOCAL COMMUNITY$7,000
PROCEED INC
1126 DICKINSON STREETELIZABETHNJ07201NONEPCPROVIDES AND CONNECTS PEOPLE TO EDUCATIONAL, HEALTH AND HUMAN SERVICES$3,000
BENEDICTINE ACADEMY
840 NORTH BROAD STREETELIZABETHNJ07208NONEPCSUPPORTS EDUCATION FACILITY$3,000
YWCA OF UNION COUNTY
1131 EAST JERSEY STREETELIZABETHNJ07201NONEPCPROVIDES SERVICES AND EDUCATION DEDICATED TO ELIMINATING RACISM, EMPOWERING WOMEN, AND PROMOTING PEACE, JUSTICE, FREEDOM, AND DIGNITY$4,000
NEW LIFE DIRECTIONS
44D MRAVLAG AVENUEELIZABETHNJ07202NONEPCPROVIDES YOUTH IN THE COMMUNITY WITH THE TOOLS THEY NEED TO SUCCEED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,729ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$53,729ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,729TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

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