HUTTON FOUNDATION A DELAWARE CORP: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HUTTON FOUNDATION A DELAWARE CORP (EIN 33-0779894)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349104217
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T15:43:16-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953680171 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGOWAN GUNTERMANN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E VICTORIA ST 2ND FLOOR | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931012018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330779894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTTON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA HUTTON PARKER FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUTT | BusinessNameControlTxt |
| Phone | 8059574740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 WEST ANAPAMU STREET 4TH FLOOR | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS C PARKER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8059574740 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISLEY N REED CPA | PreparerPersonNm |
| PTIN | P00025230 | PTIN |
| Phone | 8059629175 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 09:36:57 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1634B01ADAC8722114079D5F133F7C1DFF29125A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 496E61D681F06A5CD753069171D3EB16A06CCECA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $109,526,417 | 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 | $27,679 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,448 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,448 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $731,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $731,226 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,814,614 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,814,614 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,181,308 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,875,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,852,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,875,089 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,158,885 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,158,885 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,624,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,597,262 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $345,070 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $172,535 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $172,535 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $161,615 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,161 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $145,454 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $73,496 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,350 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $66,146 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,964 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,964 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,466 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,859 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $169,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $169,879 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $559,558 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $559,558 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $118,185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101,553 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,632 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $880,824 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $848,570 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14,768 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,768 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,193,270 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,144,505 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,765 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,556,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,032,541 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $492,159 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,489,097 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,559,097 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,046,051 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,032,541 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,051,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,578,890 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,564,721 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $233,192 | CashBOYAmt |
| Cash EOY | $290,914 | CashEOYAmt |
| Cash EOYFMV | $290,914 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $826,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $720,167 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $720,168 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $186,294 | AcctRcvblAmt |
| Acct Rcvbl BOY | $141,839 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $186,294 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $186,294 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $109,565 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $149,130 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $109,565 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $109,565 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,813 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,895 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,895 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $43,223,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,966,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,797,787 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $46,702,742 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $9,641,005 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $36,052,808 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $37,061,737 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $54,756,235 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,418,830 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $138,380 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $105,300 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $39,582 | LandBOYAmt |
| Land EOY | $33,080 | LandEOYAmt |
| Land EOYFMV | $33,080 | LandEOYFMVAmt |
| Other Assets BOY | $496,950 | OtherAssetsBOYAmt |
| Other Assets EOY | $630,479 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $630,479 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $82,586,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,000,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,526,417 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $288,472 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $263,263 | AccountsPayableEOYAmt |
| Grants Payable BOY | $878,824 | GrantsPayableBOYAmt |
| Grants Payable EOY | $806,526 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $11,860,601 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $11,587,354 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $12,555 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $29,103 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,040,452 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,686,246 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $69,545,636 | UnrestrictedBOYAmt |
| Unrestricted EOY | $76,314,589 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,545,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $76,314,589 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,586,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $89,000,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,545,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,578,890 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,144,162 | OtherIncreasesAmt |
| Subtotal | $80,268,688 | SubtotalAmt |
| Other Decreases | $3,954,099 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $76,314,589 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,852,382 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,977,293 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,875,089 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,875,089 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,875,089 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,084,295 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,715,452 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067467 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,192,952 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $50,999,357 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062608 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,708,258 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,475,638 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055868 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,231,941 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,322,665 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076364 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,146,642 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,717,695 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090635 | DistributionYr5Rt |
| Total Distribution | 0.352942 | TotalDistributionRt |
| Average Distribution | 0.070588 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,907,865 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,452,308 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $45,647 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,497,955 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,051,256 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $91,294 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $91,294 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $91,294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,478 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $100,478 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,184 | OverpaymentAmt |
| Applied To ES Tax | $9,184 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
| Org Report Or Register State | DE | 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 | WWW.HUTTONFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS C PARKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059574740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 WEST ANAPAMU STREET 4TH FLOOR | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS C PARKER | ||||||||
| 26 WEST ANAPAMU 4TH FLOOR | SANTA BARBARA | CA | 93101 | PRESIDENT | 35.00 | $297,166 | $47,904 | $0 |
| ARLENE R CRAIG | ||||||||
| 26 WEST ANAPAMU 4TH FLOOR | SANTA BARBARA | CA | 93101 | VP/TREASURER/SECRETARY | 5.00 | $0 | $0 | $0 |
| JESS T PARKER | ||||||||
| 26 WEST ANAPAMU 4TH FLOOR | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN PARKER | ||||||||
| 26 WEST ANAPAMU 4TH FLOOR | SANTA BARBARA | CA | 93101 | EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHUCK SLOSSER | ||||||||
| 26 WEST ANAPAMU 4TH FLOOR | SANTA BARBARA | CA | 93101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAM TYLER | ||||||||
| 26 WEST ANAPAMU 4TH FLOOR | SANTA BARBARA | CA | 93101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER PARKER | ||||||||
| 26 WEST ANAPAMU 4TH FLOOR | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA J LEWIS | ||||||||
| 26 WEST ANAPAMU | SANTA BARBARA | CA | 93101 | CHIEF OPERATING OFFI | 35.00 | $174,342 | $30,000 | $0 |
| ROBYN PARKER | ||||||||
| 26 WEST ANAPAMU | SANTA BARBARA | CA | 93101 | PROGRAM OFFICER | 35.00 | $25,493 | $5,276 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $49,232,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $420,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,652,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,652,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $744,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,907,865 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,445,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,445,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $91,294 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $91,294 | TotalTaxAmt |
| Distributable Before Adj | $2,354,099 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,354,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,354,099 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,051,256 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,051,256 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,051,256 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,354,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,220,346 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,058 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $381,950 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $768,796 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $853,884 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,263,034 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,051,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,354,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $697,157 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,960,191 | 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 | $1,220,346 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,739,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,058 | ExcessFromYear4Amt |
| Excess From Year3 | $381,950 | ExcessFromYear3Amt |
| Excess From Year2 | $768,796 | ExcessFromYear2Amt |
| Excess From Year1 | $853,884 | ExcessFromYear1Amt |
| Excess From Current Year | $697,157 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HUTTON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 WEST ANAPAMU 4TH FLOOR | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8059574740 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATIONS SEEKING GRANTS SHOULD SUBMIT THE INFORMATION (SEE SCHEDULE O) AS REQUIRED ON THE COPY OF THE APPLICATION FORMS (GRANT APPLICATION COVER SHEET) OR (PROGRAM RELATED INVESTMENT PRELIMINARY APPLICATION) ALL APPLICATIONS ARE AVILABLE ON THE WEBSITE AT WWW.HUTTONFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VISIT WWW.HUTTONFOUNDATION.ORG FOR VARIOUS DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO 501(C)(3)/509(A) PUBLIC CHARITIES IN CALIFORNIA (SEE SCHEDULE O FOR CONTINUATION) (SPECIAL CONSIDERATION TO ORANGE, RIVERSIDE AND SANTA BARBARA COUNTIES) IN THE AREAS OF EDUCATION; HEALTH & HUMAN SERVICES; CIVIC & COMMUNITY DEVELOPMENT; WOMEN'S SERVICES; AND YOUTH & FAMILY SERVICES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (134 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $52,000 | |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $25,000 | |
| FOUNDATION FOR SANTA BARBARA HIGH SCHOOL | |||||||
| 700 EAST ANAPAMU ST | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | SBHS PEABODY STADIUM | $75,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | SPONSOR & SCHOLARSHIP FUND | $20,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | SPONSOR & SCHOLARSHIP FUND | $50,000 | |
| CARPINTERIA UNIFIED SCHOOL DISTRICT | |||||||
| 1400 LINDEN AVENUE | CARPINTERIA | CA | 93013 | PUBLIC CHARITY | CARPINTERIA CHILDREN'S PROJECT | $68,116 | |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||
| 500 NIFIOS DRIVE | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | CORE SUPPORT | $65,200 | |
| SANTA BARBARA BOTANIC GARDENINC | |||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | CORE SUPPORT | $37,500 | |
| SANTA BARBARA BOTANIC GARDENINC | |||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | CORE SUPPORT | $25,000 | |
| FUND FOR SANTA BARBARA | |||||||
| 26 WEST ANAPAMU STREET SUITE 100 | SANTA BARBARA | CA | 931012192 | PUBLIC CHARITY | CAPACITY BUILDING FUND | $61,500 | |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | PUBLIC CHARITY | HURRICANE HARVEY RELIEF | $10,000 | |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | PUBLIC CHARITY | HURRICANE HARVEY RELIEF | $50,000 | |
| SANTA BARBARA MARITIME MUSEUM | |||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $58,900 | |
| COMMUNITY ACTION COMMISSION (CAC) | |||||||
| 5638 HOLLISTER AVESUITE 230 | GOLETA | CA | 93117 | PUBLIC CHARITY | CORE SUPPORT | $58,000 | |
| PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST | |||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $55,000 | |
| MUSEUM OF CONTEMPORARY ART SANTA BARBARA | |||||||
| 653 PASEO NUEVO | SANTA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $53,000 | |
| DOMESTIC VIOLENCE SOLUTIONS FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 1536 | SANTA BARBARA | CA | 93102 | PUBLIC CHARITY | CORE SUPPORT | $52,200 | |
| AIDS HOUSING SANTA BARBARA INC | |||||||
| 2612 MODOC ROAD | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | CORE SUPPORT | $50,000 | |
| SANTA BARBARA SYMPHONY ORCHESTRA ASSOC | |||||||
| 1330 STATE STREET SUITE 102 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $50,000 | |
| UCPWORK INC I | |||||||
| 5320 CARPINTERIA AVENUE SUITE G I | CARPINTERIA | CA | 93013 | PUBLIC CHARITY | CORE SUPPORT | $50,000 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) | |||||||
| 2601 SKYWAY DRIVE SUITE A3 | SANTA MARIA | CA | 93455 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $44,500 | |
| PEOPLES SELF-HELP HOUSING CORPORATION | |||||||
| 3533 EMPLEO STREET | SAN LUIS OBISPO | CA | 93401 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $42,200 | |
| BOYS & GIRLS CLUB OF SANTA MARIA VALLEY | |||||||
| 901N RAILROAD AVENUE | SANTA MARIA | CA | 93458 | PUBLIC CHARITY | CORE SUPPORT | $40,000 | |
| GUADALUPE- NIPOMO DUNES CENTER | |||||||
| 1065 GUADALUPE STREET | GUADALUPE | CA | 93434 | PUBLIC CHARITY | CORE SUPPORT | $40,000 | |
| JUST COMMUNITIES CENTRAL COAST | |||||||
| 1528 CHAPALA ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $40,000 | |
| LEGAL AID FOUNDATION OF SANTA BARBARA COUNTY | |||||||
| 301E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $40,000 | |
| PATH (PEOPLE ASSISTING THE HOMELESS) | |||||||
| 340 N MADISON AVENUE | LOS ANGELES | CA | 90004 | PUBLIC CHARITY | CORE SUPPORT | $40,000 | |
| ANGELS FOSTER CARE OF SANTA BARBARA | |||||||
| 3905 STATE STREET 7-115 | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | CORE SUPPORT | $35,000 | |
| CHILDREN'S MUSEUM OF SANTA BARBARA | |||||||
| 125 STATE STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | 2017 MOXI@ NIGHT SPONSOR | $10,000 | |
| CHILDREN'S MUSEUM OF SANTA BARBARA | |||||||
| 125 STATE STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | 2017 MOXI@ NIGHT SPONSOR | $25,000 | |
| CHILDREN'S RESOURCE & REFERRAL | |||||||
| 705 E MAIN | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $35,000 | |
| FUTURE LEADERS OF AMERICA INC | |||||||
| 126 EAST HALEY ST A12 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $35,000 | |
| SANTA BARBARA BOWL FOUNDATION | |||||||
| 1122 N MILPAS STREET | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | CAPITAL CAMPAIGN - BBQ AREA | $35,000 | |
| SANTA BARBARA CHANNELS | |||||||
| 329 SOUTH SALINAS STREET | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | CORE SUPPORT | $35,000 | |
| SANTA YNEZ VALLEY SENIOR CITIZENS FOUNDATION | |||||||
| PO BOX 1941 | BUELLTON | CA | 93427 | PUBLIC CHARITY | CORE SUPPORT | $35,000 | |
| TRUE NATURE SOCIETY | |||||||
| 35070 HIGHWAY 33 | MARICOPA | CA | 93252 | PUBLIC CHARITY | CORE SUPPORT | $35,000 | |
| SANTA MARIA VALLEY DISCOVERY MUSEUM | |||||||
| 705 S MCCLELLAND STREET | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | CORE SUPPORT | $33,000 | |
| UNITED BOYS & GIRLS CLUBS OF GREATER SB | |||||||
| 1124 CASTILLO STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | 2017 RALLY 4 KIDS GENERAL OPERATING SUPPORT | $33,000 | |
| GIRLS INCORPORATED OF GREATER SANTA BARBARA | |||||||
| PO BOX 236 | SANTA BARBARA | CA | 931020236 | PUBLIC CHARITY | CORE SUPPORT | $30,000 | |
| SANTA BARBARA BICYCLE COALITION | |||||||
| PO BOX 92047 | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | CORE SUPPORT | $30,000 | |
| STORYTELLER CHILDREN'S CENTER INC | |||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | CORE SUPPORT | $30,000 | |
| THE LAND TRUST FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93190 | PUBLIC CHARITY | CORE SUPPORT | $30,000 | |
| GOLETA EDUCATION FOUNDATION | |||||||
| POBOX 1177 | GOLETA | CA | 93116 | PUBLIC CHARITY | CORE SUPPORT | $28,000 | |
| ALLAN HANCOCK COLLEGE FOUNDATION | |||||||
| 800 SOUTH COLLEGE DRIVE | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | CORE SUPPORT | $27,200 | |
| JODI HOUSE BRAIN INJURY SUPPORT CENTER | |||||||
| 625 CHAPALA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $26,000 | |
| FOUNDATION FOR GIRSH PARK | |||||||
| 7050 PHELPS RD | GOLETA | CA | 93117 | PUBLIC CHARITY | CORE SUPPORT | $25,000 | |
| AHA ATTITUDE HARMONY ACHIEVEMENT | |||||||
| 1209 DE IA VINA STREET SUITE A | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $25,000 | |
| ORGANIC SOUP KITCHEN | |||||||
| 315 MEIGS ROAD SUITE A369 | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | CORE SUPPORT | $25,000 | |
| SANTA BARBARA WILDLIFE CARE NETWORK | |||||||
| PO BOX 6594 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $25,000 | |
| SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC | |||||||
| 1600 FORBES WAY SUITE 200 | LONG BEACH | CA | 90810 | PUBLIC CHARITY | 2017 POLAR PLUNGE 2017 FIRED UP CORE SUPPORT | $25,000 | |
| VALLEY HAVEN | |||||||
| 502 N THIRD STREET | LOMPOC | CA | 93436 | PUBLIC CHARITY | CORE SUPPORT | $25,000 | |
| WOMEN'S ECONOMIC VENTURES | |||||||
| 333 S SALINAS ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $25,000 | |
| CARPINTERIA VALLEY ARTS COUNCIL | |||||||
| PO BOX 597 | CARPINTERIA | CA | 93013 | PUBLIC CHARITY | CORE SUPPORT | $24,000 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | |||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | PUBLIC CHARITY | 2017 TIARA BALL | $21,000 | |
| EASY LIFT TRANSPORTATION INC | |||||||
| 53 CASS PLACESUITE D | GOLETA | CA | 93117 | PUBLIC CHARITY | CORE SUPPORT | $20,000 | |
| CARPINTERIA EDUCATION FOUNDATION INC PO BOX 9 | |||||||
| PO BOX 9 | CARPINTERIA | CA | 93014 | PUBLIC CHARITY | CORE SUPPORT | $20,000 | |
| SANTA BARBARA SCHOOL OF SQUASH INC | |||||||
| 1530 CHAPALA STREET SUITE F | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | CORE SUPPORT | $20,000 | |
| BHAGWATI SARLA PALIWAL EDUCATION SOCIETY | |||||||
| 1551 BONHAM PARKWAY | LANTANA | TX | 762266437 | PUBLIC CHARITY | GENERAL PROGRAM SUPPORT | $17,000 | |
| VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | |||||||
| 509 E MONTECITO STREET SUITE 200 | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | 2017 MOTHERS DAY LUNCHEON & 2017 CHARITY REGATTA PCBT MEIDA GRANT | $17,000 | |
| DOG ADOPTION & WELFARE GROUP | |||||||
| 5480 OVERPASS ROAD | GOLETA | CA | 93111 | PUBLIC CHARITY | GEN OPS | $15,500 | |
| SANTA MARIA VALLEY YOUTH & FAMILY CENTER | |||||||
| 105 N LINCOLN STREET | SANTA MARIA | CA | 934544319 | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 | |
| SANTA BARBARA POLICE FOUNDATION | |||||||
| PO BOX 91929 | SANTA BARBARA | CA | 93190 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 | |
| SANTA BARBARA REVELS | |||||||
| PO BOX 41535 | SANTA BARBARA | CA | 93140 | PUBLIC CHARITY | CORE SUPPORT | $15,000 | |
| UC SANTA BARBARA FOUNDATION | |||||||
| UNIVERSITY OF CALIFORNIA AT SANTA | SANTA BARBARA | CA | 931061130 | PUBLIC CHARITY | 2017 SB COUNTRY COMMUNITY INDICATORS PROJECT | $15,000 | BARBARA |
| SANTA BARBARA CENTER FOR THE PERFORMING ARTSINC | |||||||
| 1330 STATE STREET SUITE 101 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | 2017 YEAR END APPEAL | $13,500 | |
| SANTA BARBARA FOUNDATION | |||||||
| 1111CHAPALA ST SUITE 200 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | 2017 PARTNERSHIP FOR EXCELLENCE CONFERENCE | $13,500 | |
| CONFLICT SOLUTIONS CENTER | |||||||
| 120 E JONES ST STE 137 | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | CORE SUPPORT | $12,500 | |
| AMERICAN RED CROSS SANTA BARBARA COUNTY | |||||||
| 2707 STATE STREET | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | THOMAS FIRE RELIEF | $12,000 | |
| PASSKEYS FOUNDATION | |||||||
| PO BOX 4137 | MISSION VIEJO | CA | 92690 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $11,750 | |
| SOUTH COAST RAILROAD MUSEUM | |||||||
| 300 N LOS CARNEROS ROAD | GOLETA | CA | 93117 | PUBLIC CHARITY | CORE SUPPORT | $11,700 | |
| SANTA CRUZ ISLAND FOUNDATION | |||||||
| 5045 WULLBRANDT WAY | CARPINTERIA | CA | 93013 | PUBLIC CHARITY | HISTORY OF CHANNEL ISLANDS PROJECT | $10,050 | |
| PLAN IT LIFE INC | |||||||
| 5729 VISTA DEL CABALLERO | RIVERSIDE | CA | 92509 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| BREAST CANCER RESOURCE CENTER OF SANTA BARBARA | |||||||
| 55 HITCHCOCK WAY SUITE 101 | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | 2017 LE CIRQUE SPONSOR | $10,000 | |
| CENTRAL COAST WINE CLASSIC | |||||||
| 350 CHAPALA STREET SUITE 212 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | 2017 WINE CLASSIC SPONSORSHIP | $10,000 | |
| LIFECHRONICLES | |||||||
| 113 W MISSION ST SUITE B2 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | LIFE AWARD DINNER | $10,000 | |
| PACIFIC PRIDE FOUNDATION | |||||||
| 608 ANACAPA STREET SUITE A | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| SANTA BARBARA JUNIOR HIGH SCHOOIPTSA | |||||||
| 721E COTA STREET | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | MATCHING FUNDS: TECH NOW | $10,000 | |
| YOUTH INTERACTIVE SANTA BARBARA | |||||||
| 209 ANACAPA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| CHILD ABUSE LISTENING MEDIATION INC | |||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $9,700 | |
| COUNCIL ON ALCOHOLISM AND DRUG ABUSE | |||||||
| 232 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | 2017 AMETHYST BALL | $8,500 | |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | BETHEL HOUSE - GENERAL OPS | $6,679 | |
| PRISON YOGA SANTA BARBARA | |||||||
| 315 MEIGS ROAD SUITE A144 | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | CORE SUPPORT | $6,000 | |
| SANTA BARBARA TRUST FOR HISTORIC PRESERVATION | |||||||
| 123 EAST CANON PERDIDO ST | SANTA BARBARA | CA | 931012215 | PUBLIC CHARITY | SPONSORSHIP | $5,750 | |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | SUMMER DREAM SPONSOR | $5,100 | |
| ALPHA RESOURCE CENTER OF SANTA BARBARA | |||||||
| 4501CATHEDRAL OAKS ROAD | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | CIRCLE OF LIFE LUNCHEON- | $5,000 | |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | PUBLIC CHARITY | SCHOLARSHIP FUND | $5,000 | |
| ENDOWMENT FOR YOUTH COMMITTEE | |||||||
| 1136 E MONTECITO STREETSUITE 2 | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | SPONSORSHIP OF BLACK MONTH | $5,000 | |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | 2017 COOKING UP DREAMS | $5,000 | |
| LA CUMBRE JR HIGH SCHOOL FOUNDATION INC | |||||||
| 2255 MODOC ROAD | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | ADDITIONAL SUPPORT- GATEWAY | $5,000 | |
| SANTA BARBARA CHAMBER ORCHESTRA SOCIETY | |||||||
| 1330 STATE ST SUITE 206 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | NOOZHAWK MEDIA GRANT | $5,000 | |
| SANTA BARBARA COMMUNITY HOUSING CORP | |||||||
| 11E HALEY STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | NOOZHAWK REIMAGINE SANTA BARBARA SPECIAL PROJECT | $5,000 | |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL | |||||||
| 1528 CHAPALA STREET SUITE 203 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | NOOZHAWK MEDIA GRANT | $5,000 | |
| SANTA BARBARA TRUST FOR HISTORIC PRESERVATION | |||||||
| 123 EAST CANON PERDIDO ST | SANTA BARBARA | CA | 931012215 | PUBLIC CHARITY | SPONSORSHIP | $5,000 | |
| TRANSITION HOUSE | |||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | HELP-A-KID NO BALL & MAD HATTER LUNCHEON | $5,000 | |
| UNITY SHOPPE INC | |||||||
| 110 WEST SOLA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | UNITY SHOPPE MAGIC MANSION FUNDRAISER | $5,000 | |
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | |||||||
| 1235 CHAPALA ST | SANTA BARBARA | CA | 93190 | PUBLIC CHARITY | 2017 PUTTING KIDS FIRST GALA | $3,500 | |
| ST JOSEPH HOSPITAL FOUNDATION | |||||||
| PO BOX 5600 | ORANGE | CA | 926135600 | PUBLIC CHARITY | BEHAVIOR HEALTH CENTER OF EXCELLENCE & EMERGENCY CARE CENTER | $3,500 | |
| DISCOVERY CUBE | |||||||
| 2500 N MAIN STREET | SANTA ANA | CA | 92715 | PUBLIC CHARITY | EDUCATION FUND | $3,000 | |
| EVERYBODY DANCE NOW | |||||||
| 763 BIRCH WALK APT F | ISLA VISTA | CA | 93117 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,000 | |
| EXPLORE ECOLOGY | |||||||
| 302 E COTA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,000 | |
| FRIENDSHIP ADULT DAY CARE CENTER | |||||||
| 89 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,000 | |
| NATURETRACK FOUNDATION | |||||||
| 2555 SANTA BARBARA AVE | SOLVANG | CA | 93463 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,000 | |
| SANTA BARBARA RITE CARE LANGUAGE CENTER | |||||||
| 16 E CARRILLO STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,000 | |
| SOUTH COAST MONTESSORI | |||||||
| 7421 MIRANO DR | GOLETA | CA | 93117 | PUBLIC CHARITY | SBI MEDIA GRANT | $3,000 | |
| THE WOODEN FLOOR | |||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 927062727 | PUBLIC CHARITY | STUDENT SCHOLARSHIP / SUPPORT A DANCER | $3,000 | |
| ALZHEIMER'S DISEASE & RELATED DISORDERS | |||||||
| 1528 CHAPALA STREET SUITE 204 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | 2017 YOUR BRAIN MATTERS | $2,500 | |
| CHANNEL ISLANDS YMCA | |||||||
| 105 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | 2017 REACHING FOR THE STARS- | $2,500 | |
| GIRLS INCORPORATED OF CARPINTERIA | |||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | PUBLIC CHARITY | 2017 WOMEN OF INSPIRATION | $2,500 | |
| HEARTS THERAPEUTIC EQUESTRIAN CENTER | |||||||
| PO BOX 30662 | SANTA BARBARA | CA | 93130 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 | |
| HOSPICE OF SANTA BARBARA INC | |||||||
| 2050 ALAMEDA PADRE SERRA SUITE 100 | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | HEROS OF HOSPICE LUNCHEON | $2,500 | |
| LEADING FROM WITHIN | |||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 | |
| SANTA BARBARA ARTS COLLABORATIVE INC | |||||||
| PO BOX 1414 | SANTA BARBARA | CA | 93102 | PUBLIC CHARITY | COMMUNITY ARTS WORKSHOP | $2,500 | |
| SANTA BARBARA FIREFIGHTERS ALLIANCE | |||||||
| PO BOX 3776 | SANTA BARBARA | CA | 93130 | PUBLIC CHARITY | 2017 FIRE BALL | $2,500 | |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | GENERAL SCHOLARSHIP FUND | $2,500 | |
| LOMPOC POPS ORCHESTRA | |||||||
| POST OFFICE BOX 1372 | LOMPOC | CA | 93438 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,200 | |
| CENTRAL COAST COMMISSION FOR SENIOR CITIZENS | |||||||
| 528 S BROADWAY | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,200 | |
| HOPE FOR SANTA MARIA | |||||||
| 1006 SUSAN PLACE | SANTA MARIA | CA | 93455 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,200 | |
| LIFE STEPS FOUNDATION | |||||||
| 1414 N BROADWAY SUITE A | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,200 | |
| LOMPOC VETERANS MEMORIAL BUILDING FOUNDATION | |||||||
| 825 E OCEAN AVE 21 | LOMPOC | CA | 934367095 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,200 | |
| PEOPLE FOR LEISURE AND YOUTH | |||||||
| 615 SOUTH MCCLELLAND STREET | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,200 | |
| SANTA MARIA PUBLIC LIBRARY FOUNDATION | |||||||
| 421S MCCLELLAND STREET | SANTA MARIA | CA | 93454 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,200 | |
| VALLEY ART GALLERY | |||||||
| PO BOX 2285 | SANTA MARIA | CA | 934572285 | PUBLIC CHARITY | SM SUN MEDIA GRANT | $2,200 | |
| LOBERO THEATRE FOUNDATION | |||||||
| 21E CANON PERDIDO SUITE 204 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | PCBT MEDIA GRANT | $2,000 | |
| SANTA BARBARA HISTORICAL MUSEUM | |||||||
| 136 EAST DE IA GUERRA STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | PCBT MEDIA GRANT | $2,000 | |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 3892 STATE STREET STE 220 | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | PCBT MEDIA GRANT- GIVING GUIDE | $2,000 | |
| DOS PUEBLOS BAND BOOSTERS | |||||||
| PO BOX 8931 | GOLETA | CA | 93118 | PUBLIC CHARITY | 2017 JAZZ IN PARADISE | $1,500 | |
| CANCER FOUNDATION OF SANTA BARBARA | |||||||
| 601 W JUNIPERO STREET | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | 2017 CANCER WALK- IN HONOR OF | $1,000 | |
| SANTA BARBARA RAPE CRISIS CENTER | |||||||
| 433 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 | |
| SANTA BARBARA YACHT CLUB WOMEN'S FND | |||||||
| 130 HARBOR WAY | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | SB YOUTH SAILING FOUNDATION | $1,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 W EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | PUBLIC CHARITY | KATHRYN BUTLER MEMORIAL FUND | $1,000 | |
| UNITED BOYS & GIRLS CLUBS OF GREATER SB | |||||||
| 1124 CASTILLO STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | THE KIDS TABLE- GOLETA CLUB | $1,000 | |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | 2017/18 MEMBERSHIP | $750 | |
| CASA ESPERANZA | |||||||
| 816 CACIQUE STREET | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | MAKE IT HOME TOUR/ GENERAL | $500 | |
| VARIOUS | |||||||
| 26 WEST ANAPAMU STREET SUITE 100 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | VARIOUS | $32,702 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,559,097 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANCER FOUNDATION OF SANTA BARBARA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 W JUNIPERO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $250,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,448 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $731,226 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,181,308 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,158,885 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,875,089 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,963,956 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,963,956 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1601 STATE STREET HOTEL LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 STATE STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $27,679 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,325 | Amt |
| Net Investment Income | $1,466 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,859 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS | StockNm |
| EOY Book Value | $49,966,704 | EOYBookValueAmt |
| EOYFMV | $52,797,787 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,964 | LegalFeesAmt |
| Net Investment Income | $10,964 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $11,587,354 | MortgageAmt |
Note Payable NotePayableGrp (3 entries)
| Insider RelationshipInsiderRelationshipTxt | Balance DueBalanceDueAmt | Loan MaturityLoanMaturityDt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|---|
| MONTECITO BANK & TRUST | |||||
| BANKING | $5,966,103 | 2025-05 | 4.250000000000 | PROPERTY | MORTGAGE |
| MONTECITO BANK & TRUST | |||||
| BANKING | $2,771,585 | 2024-06 | 5.000000000000 | PROPERTY | MORTGAGE |
| BANK OF THE SIERRA | |||||
| BANKING | $2,849,666 | 2024-09 | 50.000000000000 | PROPERTY | MORTGAGE |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CONSTRUCTION IN PROGRESS | $9,886 | $0 | $0 |
| FINE ARTS | $101,541 | $101,541 | $101,541 |
| NET INTANGIBLE ASSETS | $130,323 | $123,215 | $123,215 |
| NOTE RECEIVABLES-PROG RELATED INVESTMENT | $255,200 | $405,723 | $405,723 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT YEAR'S FEDERAL TAX PROVISION | $15,000 |
| FAIR MARKET INTEREST DISCOUNT DONATION | $10,754 |
| FAIR MARKET RENT DISCOUNT DONATION | $2,331,976 |
| CHANGE IN FMV VS BOOK VALUE | $1,596,369 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $8,878 | $1,864 | $7,014 |
| COMPUTER EXPENSE | $24,901 | $5,229 | $19,672 |
| SUBSCRIPTIONS AND DUES | $1,000 | $0 | $1,000 |
| CLEANING SERVICES | $3,271 | $687 | $2,584 |
| OFFICE EXPENSE | $18,021 | $3,786 | $14,235 |
| INSURANCE | $5,392 | $1,132 | $4,260 |
| CLEANING AND MAINTENANCE | $68,499 | $68,499 | $0 |
| GARDENING | $48,364 | $48,364 | $0 |
| INSURANCE | $79,748 | $79,748 | $0 |
| MANAGEMENT FEES | $92,477 | $92,477 | $0 |
| UTILITIES | $272,617 | $272,617 | $0 |
| LIFE SAFETY | $52,022 | $52,022 | $0 |
| HVAC | $44,766 | $44,766 | $0 |
| REPAIRS AND MAINTENANCE | $268,717 | $268,717 | $0 |
| OTHER EXPENSES | $159,267 | $159,267 | $0 |
| IT | $20,301 | $20,301 | $0 |
| AMORTIZATION | $25,029 | $25,029 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $1,158,885 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,158,885 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,158,885 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FAIR MARKET INTEREST DISCOUNT INCOME | $10,754 |
| FAIR MARKET RENT DISCOUNT INCOME | $2,331,976 |
| NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS | $5,205,063 |
| NET UNREALIZED GAINS OR LOSSES ON FIXED ASSETS | $1,596,369 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $12,555 | BOYBookValueAmt |
| EOY Book Value | $29,103 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $169,879 | Amt |
| Net Investment Income | $169,879 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA RRF-1 FEES | $150 | $0 | $150 |
| DELAWARE FEES | $439 | $0 | $439 |
| CALIFORNIA FEES | $10 | $0 | $10 |
| PAYROLL TAXES | $24,215 | $8,182 | $16,033 |
| TAXES | $93,371 | $93,371 | $0 |
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