EDWIN AND JEANNE WOODS FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN AND JEANNE WOODS FAMILY FOUNDATION (EIN 20-0968659)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-23
- IRS object ID
- 201820829349100002
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-23T07:05:45-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680422725 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RK Taylor & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2890 North Main St Suite 305 | AddressLine1Txt |
| City | Walnut Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | 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 | 200968659 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edwin and Jeanne Woods Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWI | BusinessNameControlTxt |
| Phone | 9252289821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 Fountainhead Court | AddressLine1Txt |
| City | Martinez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94553 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Prudence Jeanne Woods Noon | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2018-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | L Wayne Bostick | PreparerPersonNm |
| PTIN | P01218042 | PTIN |
| Phone | 9259447662 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,005,337 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $255,501 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $255,501 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $565,540 | GrossSalesPriceAmt |
| Total Rev And Expnss | $226,552 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $255,525 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,542 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,542 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $105 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $55 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $772 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $772 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,017 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $569,734 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $569,734 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $649,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,017 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $573,036 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$422,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,508 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,866 | CashBOYAmt |
| Cash EOY | $98,944 | CashEOYAmt |
| Cash EOYFMV | $98,944 | CashEOYFMVAmt |
| US Government Obligations BOY | $258,428 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $258,428 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $288,031 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $962,556 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,111,234 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,830,535 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,483,739 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,889,226 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,787,827 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,765,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,357,832 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,005,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,765,589 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,357,832 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,765,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,357,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,765,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,357,832 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,765,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$422,551 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,794 | OtherIncreasesAmt |
| Subtotal | $6,357,832 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,357,832 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100,000 Shares General Electric | P | 2011-02-08 | 2017-12-06 | $100,000 | $108,130 | -$8,130 | -$8,130 |
| 2,200 Shares IShares S&P US PFD STK | P | 2011-02-09 | 2017-12-04 | $84,502 | $86,182 | -$1,680 | -$1,680 |
| 115 Shares Ishares Nasdaq Biotech | P | 2014-02-20 | 2017-11-29 | $36,038 | $29,967 | $6,071 | $6,071 |
| 170,000 Shares Burlington North | P | 2011-02-08 | 2017-05-01 | $170,000 | $187,350 | -$17,350 | -$17,350 |
| 175,000 Shares Goldman Sachs | P | 2011-02-08 | 2017-01-17 | $175,000 | $182,884 | -$7,884 | -$7,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$28,973 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $643,241 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,427,468 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06169 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $562,553 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,629,794 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05292 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $571,173 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,584,456 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05396 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $186,506 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,916,780 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01881 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $392,648 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,189,652 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04273 | DistributionYr5Rt |
| Total Distribution | 0.230106 | TotalDistributionRt |
| Average Distribution | 0.046021 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,355,517 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $522,592 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,795 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $524,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $573,036 | 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 | $1,795 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,795 | SubtotalAmt |
| Tax Based On Investment Income | $1,795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $242 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $242 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $1,589 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Prudence Jeanne Woods Noon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252289821 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 Fountainhead Court | AddressLine1Txt |
| City | Martinez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Francine Newhall Woods | ||||||
| 3707 Kallin Ave | Long Beach | CA | 90808 | President | 0.00 | $0 |
| Prudence Jeanne Woods Noon | ||||||
| 96 Fountainhead Court | Martinez | CA | 94553 | Secretary | 0.00 | $0 |
| Edwin Woods Jr | ||||||
| PO Box 5153 | Santa Maria | CA | 934565153 | CFO | 0.00 | $0 |
| John Noon | ||||||
| 96 Fountainhead Court | Martinez | CA | 94553 | Director | 0.00 | $0 |
| Margaret Bell | ||||||
| 3707 Kallin Ave | Long Beach | CA | 90808 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,406,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,528,444 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,528,444 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,927 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,355,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $567,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $567,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,795 | TotalTaxAmt |
| Distributable Before Adj | $565,981 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $14,794 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $580,775 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $580,775 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $573,036 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $573,036 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,795 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $571,241 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $580,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $56,837 | UndistributedIncomePYAmt |
| Qualifying Distributions | $573,036 | QualifyingDistributionsAmt |
| Applied To Year1 | $56,837 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $516,199 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $64,576 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Prudence Jeanne Woods Noon | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 Fountainhead Court | AddressLine1Txt |
| City | Martinez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9252289821 | RecipientPhoneNum |
| Form And Info And Materials | Upon written request, the Foundation will furnish application materials to potential applicants. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Generally, grants will be made to organizations in Northern Santa Barbara County. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Central Coast Grown | |||||||
| PO Box 3736 | San Luis Obispo | CA | 93403 | 501(c)(3) public charity | Public | Charitable Support | $15,000 |
| Santa Maria Philharmonic | |||||||
| 429 E Main Street | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Friends of the Los Alamos Public Li | |||||||
| 405 Helena Street | Los Alamos | CA | 93440 | 501(c)(3) public charity | Public | Charitable Support | $13,044 |
| PathPoint | |||||||
| 315 W Haley Street Suite 102 | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Santa Maria YMCA | |||||||
| 3400 Skyway Drive | Santa Maria | CA | 93455 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| California 4H Fdn | |||||||
| 1 Hopkins Road | Davis | CA | 95616 | 501(c)(3) public charity | Public | Charitable Support | $15,000 |
| Food Bank of SBC | |||||||
| 490 W Foster Rd | Santa Maria | CA | 93455 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Marian Hospital Foundation | |||||||
| 1400 East Church St | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Elks Rodeo Parade Committee | |||||||
| 1309 N Bradley Road | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $750 |
| Life Steps Fdtn SM Wisdom Ctr | |||||||
| 1414 N Broadway | Santa Maria | CA | 93454 | 501(c)(3) public charity | Public | Charitable Support | $25,000 |
| OASIS | |||||||
| 420 Soares Avenue | Orcutt | CA | 93455 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Santa Maria Valley Humane Society | |||||||
| 1687 W Stowell Rd | Santa Maria | CA | 93458 | 501(c)(3) public charity | PC | Charitable Support | $35,000 |
| Woods Humane Society | |||||||
| 875 Oklahoma Ave | San Luis Obispo | CA | 93405 | 501(c)(3) public charity | PC | Charitable Support | $25,000 |
| Children's Resource Network | |||||||
| POBox 454 | Pismo Beach | CA | 93448 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Transitions Mental Health Assn | |||||||
| PO Box 15408 | San Luis Obispo | CA | 93406 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Guadalupe-Nipomo Dunes Center | |||||||
| 1065 Guadulupe Street | Guadalupe | CA | 93434 | 501(c)(3) public charity | Public | Charitable Support | $25,000 |
| Angels Foster Care | |||||||
| 1130 1st Street 232 | Napa | CA | 94559 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| CASA Santa Barbara | |||||||
| 118 E Figueroa St | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| PCPA Foundation | |||||||
| 900 E Stowell Road | Santa Maria | CA | 93454 | 501(c)(3) public charity | Public | Charitable Support | $25,000 |
| Cuyama Valley Family Center | |||||||
| 4689 CA-166b | New Cuyama | CA | 93254 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Gradalupe Kids Come First | |||||||
| PO Box 696 | Guadalupe | CA | 93434 | 501(c)(3) public charity | Public | Charitable Support | $5,940 |
| SM Valley BoysGirls Club | |||||||
| 901 N Railroad Avenue | Santa Maria | CA | 93458 | 501(c)(3) public charity | PC | Charitable Support | $27,000 |
| Santa Maria Public Library | |||||||
| 421 S McClelland Street | Santa Maria | CA | 93454 | 501(c)(3) public charity | Public | Charitable Support | $7,000 |
| Community Counceling Center of SLO | |||||||
| 1129 Marsh Street | San Luis Obispo | CA | 93401 | 501(c)(3) public charity | PC | Charitable Support | $15,000 |
| Domestic Violence Solutions | |||||||
| PO Box 1536 | Santa Barbara | CA | 93101 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Animals in Need | |||||||
| PO Box 1556 | Oak Harbor | WA | 98277 | 501(c)(3) public charity | PC | Charitable Support | $10,000 |
| Santa Inez Therapeutic Riding | |||||||
| 195 North Refugio Road | Santa Ynez | CA | 93460 | 501(c)(3) public charity | PC | Charitable Support | $6,000 |
| Pacific Wildlife | |||||||
| 1387 Main Street | Morro Bay | CA | 93442 | 501(c)(3) public charity | PC | Charitable Support | $30,000 |
| Fighting Back Santa Maria | |||||||
| 201 Miller Street 209 | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $20,000 |
| Central Coast Literacy Council | |||||||
| 421 S McClelland Street | Santa Maria | CA | 93454 | 501(c)(3) public charity | PC | Charitable Support | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $569,734 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255,501 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$28,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $226,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $226,552 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,950 | Amt |
| Net Investment Income | $2,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,475 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Computer Work | $500 | $500 |
| Office Expenses | $272 | $272 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recovery of Prior Year Grant | Desc |
| Amt | $14,794 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management | CategoryTxt |
| Amt | $73,542 | Amt |
| Net Investment Income | $73,542 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Dept. of Justice | $75 | $25 |
| Franchise Tax Board | $10 | $10 |
| Secretary of State | $20 | $20 |
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