BELLOWE FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BELLOWE FAMILY FOUNDATION (EIN 77-0456981)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-01
- IRS object ID
- 201841219349100549
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-01T18:56:35-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770181453 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASIF HICKS HARRIS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WEST ANAPAMU STREET SUITE B | 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 | 770456981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARNOLD & JILL BELLOWE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 8059692429 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 PARK LANE | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARNOLD BELLOWE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8059692429 | PhoneNum |
| Signature | 2018-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFERY P HARRIS | PreparerPersonNm |
| PTIN | P01070180 | PTIN |
| Phone | 8059661521 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,352,659 | 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 |
| Dividends Rev And Expnss | $21,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,665 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $64,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,679 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $230 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $86,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,344 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,187 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,188 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $805 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,395 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,395 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,268 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,583 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,268 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,583 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,076 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,804 | CashBOYAmt |
| Cash EOY | $2,432 | CashEOYAmt |
| Cash EOYFMV | $2,432 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,221 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,219,054 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,275,007 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,345,006 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,263,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,282,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,352,659 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,263,174 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,282,660 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,263,174 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,282,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,263,174 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,282,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,263,174 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $523 | OtherIncreasesAmt |
| Subtotal | $1,282,660 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,282,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB CAPITAL GAIN DISTRIBUTIONS | P | 2017-12-31 | $63,913 | $63,913 | $63,913 |
| SCHWAB CAPITAL GAIN | P | 2017-06-26 | $766 | $766 | $766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,679 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,464 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,223,720 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053496 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $68,118 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,264,007 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053891 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,764 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,344,862 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052618 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,961 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,325,018 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037706 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,914 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,310,561 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050294 | DistributionYr5Rt |
| Total Distribution | 0.248005 | TotalDistributionRt |
| Average Distribution | 0.049601 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,284,789 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,727 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $851 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,578 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,583 | 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 | $851 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $851 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $91 | TaxDueAmt |
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 | JILL BELLOWE CFO | IndividualWithBooksNm |
| Phone | 8059692429 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 PARK LANE | AddressLine1Txt |
| City | MONTECITO | 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ARNOLD BELLOWE | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JILL BELLOWE | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| STACY TAGER | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREG BELLOWE | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,291,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,098 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,304,354 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,304,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,284,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $851 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $851 | TotalTaxAmt |
| Distributable Before Adj | $63,388 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,388 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,388 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,583 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,583 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $851 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,732 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,388 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,024 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,583 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,024 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,559 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $46,829 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARNOLD BELLOWE | ContributingManagerNm |
| Contributing Manager | JILL BELLOWE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AKRON JEWISH CENTER | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | EXEMPT | CHARITABLE | $100 | |
| AMERICAN RED CROSS - PACIFIC DIVISION | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | NONE | EXEMPT | CHARITABLE | $250 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 5 PENN PLAZA 14TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $100 | |
| CADA-COUNCIL ON ALCOHOLISM & DRUG ABUSE | ||||||||
| 232 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| CHAUTAUQUA FOUNDATION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $11,000 | |
| CHAUTAUQUA INSTITUTION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $600 | |
| CHAUTAUQUA LAKE ASSOCIATION | ||||||||
| 429 E TERRACE AVE | LAKEWOOD | NY | 14750 | NONE | EXEMPT | CHARITABLE | $500 | |
| CHAUTAUQUA WATERSHED CONSERVANCY | ||||||||
| 413 NORTH MAIL STREET | JAMESTOWN | NY | 14701 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | EXEMPT | CHARITABLE | $100 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) | ||||||||
| 100 W HARRISON NORTH TOWER SUITE | SEATTLE | WA | 98119 | NONE | EXEMPT | CHARITABLE | $250 | 500 |
| DIRECT RELIEF INTERNATIONAL | ||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| ENSEMBLE THEATRE | ||||||||
| 914 SANTA BARBARA ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| FOUNDATION FOR SBCC | ||||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| GIRLS INCORPORATED | ||||||||
| 531 E ORTEGA ST | SANTA BARBARA | CA | 93103 | NONE | EXEMPT | CHARITABLE | $250 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVENUE 34TH FL | NEW YORK | NY | 10118 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARTK DRIVE | BEACHWOOD | OH | 44122 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| JEWISH FEDERATION OF GREATER SANTA BARBARA | ||||||||
| 524 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLECHARITABLE | $2,000 | |
| KCLU PUBLIC RADIO | ||||||||
| 60 WEST OLSEN RD 4400 | THOUSAND OAKS | CA | 91360 | NONE | EXEMPT | CHARITABLE | $500 | |
| LOBERO THEATER FOUNDATION | ||||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITY | $250 | |
| MARJORIE LUKE THEATER | ||||||||
| 721 E COST STREET | SANTA BARBARA | CA | 93103 | NONE | EXEMPT | CHARITY | $250 | |
| PATH SANTA BARBARA | ||||||||
| PO BOX 24116 | SANTA BARBARA | CA | 93121 | NONE | EXEMPT | CHARITY | $500 | |
| PBS OF SOCAL | ||||||||
| PO BOX 25113 | SANTA ANA | CA | 92799 | NONE | EXEMPT | CHARITABLE | $500 | |
| PLANNED PARENTHOOD SBVSLO | ||||||||
| DEVELOPMENT DEPT 518 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITY | $250 | |
| ROBERT H JACKSON CENTER | ||||||||
| 305 EAST 4TH ST PO BOX 879 | JAMESTOWN | NY | 14702 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| RUBICON THEATER | ||||||||
| 1006 E MAIN STREET | VENTURA | CA | 93001 | NONE | EXEMPT | CHARITABLECHARITABLE | $250 | |
| SACRED FIRE FOUNDATION | ||||||||
| PO BOX 11014 | MARINA DEL REY | CA | 90295 | NONE | EXEMPT | CHARITABLECHARITABLE | $1,000 | |
| SANSUM CLINIC | ||||||||
| PO BOX 1200 | SANTA BARBARA | CA | 93102 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $2,100 | |
| THE GRANADA THEATER | ||||||||
| 1330 STATE STREET SUITE 101 | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $500 | |
| TRANSITION HOUSE | ||||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| UCSB (UC REGENTS) | ||||||||
| UNIVERSITY OF SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| UNITED WAY OF SANTA BARBARA | ||||||||
| 320 E GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $500 | |
| UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY | ||||||||
| 413 N MAIN ST | JAMESTOWN | NY | 14701 | NONE | EXEMPT | CHARITABLE | $500 | |
| WOMEN'S FUND OF SANTA BARBARA | ||||||||
| 15 E CARRILLO STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,665 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $230 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $64,679 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $86,574 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,574 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,375 | Amt |
| Net Investment Income | $1,187 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,188 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS (CHARLES SCHWAB) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,275,007 | BookValueAmt |
| EOYFMV | $1,345,006 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $230 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $230 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-TAXABLE DISTRIBUTIONS/RETURNS OF CAPITAL | Desc |
| Amt | $523 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FTB FILING FEES | $10 | $10 | $0 |
| AG FILING FEE | $25 | $25 | $0 |
| FEDERAL EXCISE TAXES | $760 | $0 | $0 |
| FOREIGN TAX ON INVESTMENTS | $10 | $10 | $0 |
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