LOPKER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOPKER FAMILY FOUNDATION (EIN 77-0448078)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201843189349101909
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T11:57:37-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 8055654249 | 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 | SECRETARY | PersonTitleTxt |
| Phone | 8055654249 | PhoneNum |
| Signature | 2018-11-02 | 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 | 2018-11-02 | IPDt |
| IP Tm | 16:25:20 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 59AA566807AE115F1BC5C21457E80B5F439BF67C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0591CA96BCCA1146BB85BAB81CC8ACEE9BE92FC0 | 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 | $19,653,931 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $882,635 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,070 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,070 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,046 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,046 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $41,774 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $41,774 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$29,584 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,408,229 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,000,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,000,173 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,470,754 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,180,063 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $2,670 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,335 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,335 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,137 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,138 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $19,712 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $694 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $704 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,252 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $11,252 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $60,395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60,269 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $126 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,303 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $850,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $850,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $997,174 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $879,173 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,473,580 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,080,376 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,709 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $493,346 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $493,346 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,832,461 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,342,860 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,342,860 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,828,977 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $11,252 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $1,817,725 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,817,725 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,936,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,653,931 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,653,931 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,760 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,897 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,760 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,897 | 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 | $15,934,410 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,644,034 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,934,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,644,034 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,936,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,653,931 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,934,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,473,580 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,236,044 | OtherIncreasesAmt |
| Subtotal | $19,644,034 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,644,034 | 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 | 2016-01-01 | AcquiredDt |
| Sold | 2017-12-31 | SoldDt |
| Gross Sales Price | $3,000,173 | GrossSalesPriceAmt |
| Gain Or Loss | $3,000,173 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,000,173 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,000,173 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $547,773 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,565,221 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047364 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $364,230 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,112,431 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039971 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $298,354 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,968,621 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042814 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $128,582 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,170,627 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030830 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $133,572 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,650,199 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050401 | DistributionYr5Rt |
| Total Distribution | 0.211380 | TotalDistributionRt |
| Average Distribution | 0.042276 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,584,291 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $743,393 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,804 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $774,197 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $879,173 | 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 | $30,804 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,804 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,804 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $75 | EsPenaltyAmt |
| Overpayment | $36,921 | OverpaymentAmt |
| Applied To ES Tax | $36,921 | 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 |
| 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 | LYNETTE A KUCHTA | IndividualWithBooksNm |
| Phone | 8055654249 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KARL F LOPKER | ||||||||
| 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PAMELA M LOPKER | ||||||||
| 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LYNETTE A KUCHTA | ||||||||
| 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | TREASURER/FOUNDATION MANAG | 3.00 | $36,000 | $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 | $15,018,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,032,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,801,335 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,852,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,852,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $267,781 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,584,291 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $879,215 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $879,215 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,804 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,804 | TotalTaxAmt |
| Distributable Before Adj | $848,411 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $848,411 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $848,411 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $879,173 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $879,173 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30,804 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $848,369 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $848,411 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $133,572 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $133,572 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $879,173 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $848,411 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,762 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $164,334 | 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 | $133,572 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $30,762 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KARL F LOPKER | ContributingManagerNm |
| Contributing Manager | PAMELA M LOPKER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNETTE KUCHTA | 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 (25 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 | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $2,700 |
| BROWN UNIVERSITY | |||||||
| PO BOX 1843 | PROVIDENCE | RI | 02912 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $40,000 |
| CANCER FOUNDATION OF SANTA BARBARA | |||||||
| 601 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $100,000 |
| CARPINTERIA VALLEY ARTS COUNCIL | |||||||
| PO BOX 597 | CARPINTERIA | CA | 93013 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $20,000 |
| CSU - CHANNEL ISLANDS FOUNDATION | |||||||
| ONE UNIVERSITY DRIVE | CAMARILLO | CA | 93012 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $40,000 |
| 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 |
| DON BOSCO TECH | |||||||
| 1151 SAN GABRIEL BOULEVARD | ROSEMEAD | CA | 91770 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $50,000 |
| FOOD FROM THE HEART | |||||||
| PO BOX 3908 | SANTA BARBARA | CA | 93130 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $500 |
| FOOTHILL TECHNOLOGY HIGH SCHOOL | |||||||
| 100 DAY ROAD | VENTURA | CA | 93003 | NONE | PC | BIOSCIENCE ACADEMY | $5,000 |
| FOUNDATION FOR SBCC | |||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $5,000 |
| GIRL SCOUTS OF VENTURA - TROOP 60751 | |||||||
| 801 SOUTH VICTORIA AVENUE SUITE 202 | VENTURA | CA | 93003 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $170 |
| GIRLS INC | |||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $5,000 |
| GRANADA THEATER | |||||||
| 1330 STATE STREET SUITE 101 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $10,000 |
| GREATER CONTRIBUTION | |||||||
| 3096 APACHE CIRCLE | THOUSAND OAKS | CA | 93013 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $500 |
| KINDERING | |||||||
| 16120 NORTH EAST 8TH STREET | BELLEVUE | WA | 98008 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $20,000 |
| MOXI - THE WOLF MUSEUM | |||||||
| PO BOX 4808 | SANTA BARBARA | CA | 93140 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $45,000 |
| SANTA BARBARA HIGH SCHOOL | |||||||
| 700 EAST ANAPAMU STREET | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $27,000 |
| SCHOLARSHIP FOUNDATION OF SB | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $97,500 |
| UCSB FOUNDATION | |||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $100,000 |
| UCSB - GRAND SLAM EVENT | |||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $5,000 |
| 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 | |||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | NONE | PC | PROSTATE CANCER RESEARCH FUND | $100,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | NONE | PC | INFECTIOUS DISEASE RESEARCH | $100,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | NONE | PC | SEATTLE CANCER CARE ALLIANCE - DR. HIGANO | $25,000 |
| VENTURA UNIFIED SCHOOL DISTRICT | |||||||
| 255 WEST STANLEY AVENUE SUITE 100 | VENTURA | CA | 93001 | NONE | PC | VENTURA EDUCATION PARTNERSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $850,870 | 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 | $2,070 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,046 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$29,584 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,408,229 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,516,761 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,516,761 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| KARL F AND PAMELA L LOPKER | |||||||
| 1 | 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | $713,175 | Yes (X) | |
| LOPKER FAMILY 1997 CHARITABLE REMAINDER TRUST | |||||||
| 2 | 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | $153,124 | Yes (X) | |
| LOPKER FAMILY 1997 CHARITABLE REMAINDER TRUST | |||||||
| 3 | 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | $16,336 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES - COMMON STOCK | $713,175 | 2017-12-28 |
| 2 | PUBLICLY TRADED SECURITIES - COMMON STOCK | $153,124 | 2017-12-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAMITZ, BROOKS, NIGHTINGALE, TURNER & MORRISSET | CategoryTxt |
| Amt | $16,275 | Amt |
| Net Investment Income | $8,137 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,138 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|
| LAND | 2017-08-29 | $900,667 | L | $0 | $0 | |
| BUILDING | 2017-08-29 | $900,668 | SL | $10,917 | $10,917 | 27.500000000000 |
| ROOF | 2017-08-29 | $27,642 | SL | $335 | $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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | QAD, INC. COMMON | StockNm |
| EOY Book Value | $17,342,860 | EOYBookValueAmt |
| EOYFMV | $17,342,860 | 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 | $10,917 | $889,751 | $889,751 |
| ROOF | $27,642 | $335 | $27,307 | $27,307 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $35 | $35 | $0 |
| PAYROLL INTEREST EXPENSE | $179 | $90 | $89 |
| LICENSES & PERMITS | $75 | $38 | $37 |
| RENTAL EXPENSES | $60,106 | $60,106 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MARKETABLE SECURITIES | Desc |
| Amt | $2,236,044 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSIT - 1620 GARDEN | $0 | $9,500 |
| PAYROLL TAXES PAYABLE | $1,760 | $397 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,388 | $694 | $694 |
| FILING FEES | $10 | $0 | $10 |
| EXCISE TAXES | $18,314 | $0 | $0 |