VOLENTINE FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VOLENTINE FAMILY FOUNDATION (EIN 77-0203235)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349102070
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T17:06:09-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770203235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOLENTINE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOLE | BusinessNameControlTxt |
| Phone | 8059625719 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE K HAYES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8059625719 | PhoneNum |
| Signature | 2017-11-13 | 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 | 2017-11-13 | IPDt |
| IP Tm | 15:26:21 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 126C55C33015076242EA3A1EA892F641F0A51BAB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 126C55C33015076242EA3A1EA892F641F0A51BAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,617,565 | 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 | $67,016 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67,016 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $599,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $599,650 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $70,717 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $70,717 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $27,229 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $170,388 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,113,734 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170,388 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,669 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,669 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $921,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $919,440 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $187,483 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $68,071 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $119,412 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,853 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,853 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,833 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,208 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $257,554 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $256,929 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $625 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,235 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,235 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,665 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,342 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,813 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $57,586 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $43,822 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $11,329 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,664 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,665 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,376 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,188 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,188 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,429 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,923 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,506 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $666,343 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $453,799 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $183,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,215,764 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,215,764 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,882,107 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $453,799 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,399,034 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$960,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $465,641 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $644,333 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $853,383 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $853,383 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,280,758 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $271,768 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,007,001 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,008,990 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,391,458 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $25,976,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,843,891 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,235,571 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,084,548 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $266,983 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $849,260 | LandBOYAmt |
| Land EOY | $817,565 | LandEOYAmt |
| Land EOYFMV | $1,134,103 | LandEOYFMVAmt |
| Other Assets BOY | $5,630 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,050 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,050 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,482,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,526,879 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,617,565 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,904 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,694 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,904 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,694 | 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 | $28,473,852 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,513,185 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,473,852 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,513,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,482,756 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,526,879 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,473,852 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$960,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,513,185 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,513,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS #7660 HARDING | 2015-01-01 | 2016-12-31 | $250,857 | $268,378 | -$17,521 | -$17,521 | |
| GOLDMAN SACHS #8452 EQUITIES & FIXED INCOME | 2015-01-01 | 2016-12-31 | $697,346 | $722,591 | -$25,245 | -$25,245 | |
| GOLDMAN SACHS #8718 CORPORATE FIXED INCOME | 2015-01-01 | 2016-12-31 | $546,355 | $564,654 | -$18,299 | -$18,299 | |
| GOLDMAN SACHS #8688 | 2015-01-01 | 2016-12-31 | $208,189 | $212,703 | -$4,514 | -$4,514 | |
| GOLDMAN SACHS #8726 | 2015-01-01 | 2016-12-31 | $231,901 | $252,308 | -$20,407 | -$20,407 | |
| GOLDMAN SACHS #8734 | 2015-01-01 | 2016-12-31 | $181,387 | $206,572 | -$25,185 | -$25,185 | |
| GOLDMAN SACHS #8742 | 2015-01-01 | 2016-12-31 | $161,789 | $191,535 | -$29,746 | -$29,746 | |
| MONTECITO BANK & TRUST #8459-00 | 2015-01-01 | 2016-12-31 | $1,243,883 | $1,210,329 | $33,554 | $33,554 | |
| MONTECITO BANK & TRUST #8459-01 | 2015-01-01 | 2016-12-31 | $674,314 | $677,590 | -$3,276 | -$3,276 | |
| NORTHERN TRUST #96747 | 2015-01-01 | 2016-12-31 | $140,762 | $177,918 | -$37,156 | -$37,156 | |
| NORTHERN TRUST #4797 | 2015-01-01 | 2016-12-31 | $3,565,808 | $3,458,768 | $107,040 | $107,040 | |
| NT HEDGE FUND PARTNERSHIP | 2015-01-01 | 2016-12-31 | $27,524 | $27,524 | $27,524 | ||
| NT PRIVATE EQUITY PARTNERSHIP | 2015-01-01 | 2016-12-31 | $145,137 | $145,137 | $145,137 | ||
| CAPITAL GAINS DIVIDENDS | $38,482 | $38,482 | $38,482 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170,388 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,372,396 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,750,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047734 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,297,947 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,324,346 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044262 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,186,353 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,933,490 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042471 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,319,038 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,538,290 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049703 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,159,058 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,514,925 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040647 | DistributionYr5Rt |
| Total Distribution | 0.224817 | TotalDistributionRt |
| Average Distribution | 0.044963 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,217,957 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,223,801 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,656 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,228,457 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,399,034 | 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 | $4,656 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,656 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,738 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $11,738 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,082 | OverpaymentAmt |
| Applied To ES Tax | $7,082 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | CLAUDETTE SABIRON | IndividualWithBooksNm |
| Phone | 8059625719 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST CARRILLO STREET | 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 | Yes (1) | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY K POPENHAGEN | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 5.00 | $28,800 | $0 | $0 |
| DIANE K HAYES | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | PRESIDENT | 30.00 | $75,747 | $15,028 | $0 |
| CLAUDETTE SABIRON | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | SECRETARY | 30.00 | $54,936 | $15,028 | $0 |
| CATHERINE MACAULAY | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | TREASURER | 1.00 | $14,000 | $0 | $0 |
| RICHARD A NIGHTINGALE | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | CHIEF FINANCIAL OFFICER | 1.00 | $14,000 | $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 | $25,478,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $744,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,409,575 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,632,444 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,632,444 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $414,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,217,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,360,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,360,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,656 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,147 | IncomeTaxAmt |
| Total Tax | $5,803 | TotalTaxAmt |
| Distributable Before Adj | $1,355,095 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,355,095 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,355,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,399,034 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,399,034 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,656 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,394,378 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,355,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,370,807 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,399,034 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,370,807 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,227 | 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 | $1,326,868 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANE HAYES VOLENTINE FAMILY FOUNDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 W CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8059625719 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUEST APPLICATION AND APPLICABLE SUPPORTING DOCUMENTATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 20 | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO ORGANIZATIONS OPERATING IN THE FOLLOWING GEOGRAPHICAL AREAS: SANTA BARBARA, CA, MCCOOK, NE AND LOVELAND, CO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF HEALING ARTS FOR TEENS (AHA) | |||||||
| 1209 DE LA VINA ST STE A | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| ALANO CLUB OF SANTA BARBARA | |||||||
| 235 E COTA ST | SANTA BARBARA | CA | 93101 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $20,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 212 W FIGUEROA ST | SANTA BARBARA | CA | 93101 | NONE | PC | HUMAN HEALTH SERVICES | $1,250 |
| ANGELS FOSTER CARE OF SANTA BARBARA | |||||||
| 3905 STATE ST STE 7 | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $1,000 |
| ASSISTANCE LEAGUE | |||||||
| 1249 VERONICA SPRINGS RD | SANTA BARBARA | CA | 93105 | NONE | PC | SCHOOL BELL PROGRAM | $15,000 |
| BOYS & GIRLS CLUB OF LARIMER COUNTY | |||||||
| 103 SMOKEY ST | FORT COLLINS | CO | 80525 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| CALM | |||||||
| 1236 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $10,000 |
| CANCER CENTER OF SANTA BARBARA | |||||||
| 300 W PUEBLO ST | SANTA BARBARA | CA | 93105 | NONE | PC | HUMAN HEALTH SERVICES | $2,000 |
| CASA COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 402 E GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $17,000 |
| CASA SERENA | |||||||
| 1515 BATH ST | SANTA BARBARA | CA | 93101 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $27,250 |
| CHILDREN'S MUSEUM OF SANTA BARBARA (MOXI) | |||||||
| 125 STATE ST | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION | $40,000 |
| CITY OF GOODYEAR | |||||||
| 190 N LITCHFIELD RD | GOODYEAR | AZ | 85338 | NONE | PC | COMMUNITY SUPPORT SERVICES | $6,500 |
| COLORADO YOUTH OUTDOORS | |||||||
| 10 LAKE CIR | COLORADO SPRINGS | CO | 80906 | NONE | PC | YOUTH SUPPORT SERVICES | $5,000 |
| COMMUNITY HOSPITAL HEALTH FOUNDATION | |||||||
| PO BOX 1328 | MCCOOK | NE | 69001 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 |
| COMMUNITY KITCHEN | |||||||
| 816 CACIQUE ST | SANTA BARBARA | CA | 93103 | NONE | PC | FAMILY SUPPORT SERVICES | $5,000 |
| COTTAGE REHAB HOSPITAL FOUNDATION | |||||||
| 2415 DE LA VINA ST | SANTA BARBARA | CA | 93105 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE | |||||||
| PO BOX 28 | SANTA BARBARA | CA | 93102 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $23,000 |
| DOMESTIC VIOLENCE SOLUTIONS | |||||||
| PO BOX 3782 | SANTA BARBARA | CA | 93103 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA ST 304 | SANTA BARBARA | CA | 93101 | NONE | PC | DREAMS FOR VETERANS | $5,000 |
| EASTSIDE BOYS & GIRLS CLUB | |||||||
| 632 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $5,000 |
| EATON SCHOOL DISTRICT | |||||||
| 200 PARK AVE | EATON | CO | 80615 | NONE | PC | EDUCATION | $790 |
| ED THOMAS YMCA | |||||||
| 901 WEST E ST | MCCOOK | NE | 69001 | NONE | PC | RECREATION AND SPORTS | $10,000 |
| FAMILY SERVICE AGENCY | |||||||
| 123 W GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| FOOD FROM THE HEART | |||||||
| PO BOX 3908 | SANTA BARBARA | CA | 93130 | NONE | PC | FAMILY SUPPORT SERVICES | $12,000 |
| FOODBANK OF SANTA BARBARA | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | FAMILY SUPPORT SERVICES | $25,000 |
| FOUNDATION FOR GIRSH PARK | |||||||
| 7050 PHELPS RD | GOLETA | CA | 93117 | NONE | PC | RECREATION AND SPORTS | $1,000 |
| FOUNDATION FOR SBCCCARE | |||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | PC | EDUCATION | $20,500 |
| GIRLS INC | |||||||
| HOLLISTER AVE | SANTA BARBARA | CA | 93111 | NONE | PC | YOUTH SUPPORT SERVICES | $21,000 |
| GREATER SANTA BARBARA ICE SKATING ASSOCIATION | |||||||
| PO BOX 478 | SANTA BARBARA | CA | 93102 | NONE | PC | RECREATION AND SPORTS | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 6860 CORTONA DR A | GOLETA | CA | 93117 | NONE | PC | AFFORDABLE HOME OWNERSHIP | $5,000 |
| HARMONY FOUNDATION INC | |||||||
| 1600 FISH HATCHERY RD | ESTES PARK | CO | 80517 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $8,600 |
| HEARTS & HORSES | |||||||
| 163 N COUNTY RD 29 | LOVELAND | CO | 80537 | NONE | PC | DISABILITY SUPPORT SERVICES | $6,000 |
| HIGHLAND HIGH SCHOOL | |||||||
| 2900 ROYAL SCOTS WAY | BAKERSFIELD | CA | 93306 | NONE | PC | EDUCATION | $5,070 |
| HOUSE OF NEIGHBORLY SERVICE | |||||||
| 565 NORTH CLEVELAND AVE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $60,000 |
| JUSTICE HIGH SCHOOL | |||||||
| 805 EXCALIBUR ST | LAFAYETTE | CO | 80026 | NONE | PC | EDUCATION | $4,875 |
| KIDS PACK HOPE AND CHARITY FOR CHILDREN | |||||||
| 3725 FRONTAGE RD NORTH STE 1 | LAKELAND | FL | 33810 | NONE | PC | YOUTH SERVICES | $5,000 |
| LA CUMBRE JUNIOR HIGH SCHOOL FOUNDATION | |||||||
| 2255 MODOC RD | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION | $10,000 |
| LITTLE STAR PONY FOUNDATION | |||||||
| 1036 ARBOLADO RD | SANTA BARBARA | CA | 93103 | NONE | PC | DISABILITY SUPPORT SERVICES | $500 |
| LOVELAND FOOD BANK | |||||||
| 245 S MADISON AVE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $20,000 |
| MCCOOK COLLEGE FOUNDATION | |||||||
| 1205 E 3RD ST | MCCOOK | NE | 69001 | NONE | PC | EDUCATION | $10,000 |
| MEALS ON WHEELS LOVELAND & BERTHOUD | |||||||
| 535 NORTH DOUGLAS AVE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $20,000 |
| MENTAL WELLNESS CENTER | |||||||
| 617 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 |
| NEW BEGINNINGS COUNSELING CENTER | |||||||
| 324 E CARRILLO ST C | SANTA BARBARA | CA | 93101 | NONE | PC | COUNSELNG SERVICES | $10,000 |
| NEW HOUSE | |||||||
| 2434 BATH ST | SANTA BARBARA | CA | 93105 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $20,000 |
| PAGE YOUTH CENTER | |||||||
| 4540 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | RECREATION AND SPORTS | $15,000 |
| PATHPOINT | |||||||
| 315 W HALEY ST 102 | SANTA BARBARA | CA | 93101 | NONE | PC | DISABILITY SUPPORT SERVICES | $10,000 |
| PATHWAYS HOSPICE | |||||||
| 585 NORTH MARY AVE | SUNNYVALE | CA | 94085 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 |
| PINNACLE CHARTER SCHOOL | |||||||
| 1001 W 84TH AVE | DENVER | CO | 80260 | NONE | PC | EDUCATION | $5,070 |
| POLICE ACTION LEAGUE (PAL) | |||||||
| 222 E ANAPAMU STE 24 | SANTA BARBARA | CA | 93190 | NONE | PC | YOUTH SUPPORT SERVICES | $12,750 |
| PROJECT SELF-SUFFICIENCY | |||||||
| 2001 S SHIELD ST D-203 | FORT COLLINS | CO | 80526 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| ROCKY MOUNTAIN LUTHERAN HIGH SCHOOL | |||||||
| 2300 W 90TH AVE | DENVER | CO | 80260 | NONE | PC | EDUCATION | $390 |
| SALVATION ARMY | |||||||
| PO BOX 6190 | SANTA BARBARA | CA | 93160 | NONE | PC | HOMELESS SUPPORT SERVICES | $19,550 |
| SALVATION ARMY OF LOVELAND | |||||||
| 840 N LINCOLN AVE | LOVELAND | CO | 80537 | NONE | PC | GENERAL | $5,000 |
| SANTA BARBARA ATHLETIC ROUND TABLE | |||||||
| PO BOX 3813 | SANTA BARBARA | CA | 93130 | NONE | PC | RECREATION AND SPORTS | $6,000 |
| SANTA BARBARA CONSERVANCY | |||||||
| 829 DE LA VINA ST | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION | $1,000 |
| SANTA BARBARA HISTORICAL SOCIETY | |||||||
| 136 E DE LA GUERRA ST | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION | $5,000 |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL | |||||||
| 1528 CHAPALA ST 203 | SANTA BARBARA | CA | 93101 | NONE | PC | ARTS | $5,000 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | NONE | PC | EDUCATION | $10,000 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | |||||||
| 970 EMBARCADERO DEL MAR | ISLA VISTA | CA | 93117 | NONE | PC | HUMAN HEALTH SERVICES | $25,000 |
| SANTA BARBARA POLICE OFFICERS ASSOCIATION | |||||||
| PO BOX 687 | SANTA BARBARA | CA | 93102 | NONE | PC | COMMUNITY SUPPORT SERVICES | $500 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93103 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $67,000 |
| SANTA BARBARA SCHOOL OF SQUASH | |||||||
| 1530 CHAPALA ST STE B | SANTA BARBARA | CA | 93101 | NONE | PC | RECREATION AND SPORTS | $10,000 |
| SANTA BARBARA YMCA | |||||||
| 36 HITCHCOCK WAY | SANTA BARBARA | CA | 93105 | NONE | PC | RECREATION AND SPORTS | $10,000 |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||
| 500 NINOS DR | SANTA BARBARA | CA | 93103 | NONE | PC | EDUCATION | $85,554 |
| SANTA COPS OF LARIMER COUNTY | |||||||
| PO BOX 580 | FORT COLLINS | CO | 80522 | NONE | PC | YOUTH SUPPORT SERVICES | $2,500 |
| SANTA BARBARA HOSPITAL FOUNDATION | |||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | PC | HUMAN HEALTH SERVICES | $55,000 |
| SBCC PROMISE | |||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | PC | EDUCATION | $5,000 |
| SBCC SOFTBALL TRUST | |||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | PC | RECREATION AND SPORTS | $5,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | PC | EDUCATION | $20,000 |
| SMHS SOFTBALL | |||||||
| 22062 ANTONIO PKWY | RANCHO SANTA MARGARITA | CA | 92688 | NONE | PC | RECREATION AND SPORTS | $1,000 |
| SPECIAL OLYMPICS - SANTA BARBARA | |||||||
| 423 W VICTORIA ST | SANTA BARBARA | CA | 93101 | NONE | PC | DISABILITY SUPPORT SERVICES | $1,000 |
| STORYTELLER | |||||||
| 2115 STATE ST | SANTA BARBARA | CA | 93105 | NONE | PC | EDUCATION | $10,000 |
| TEACHING TREE | |||||||
| 424 PINE ST STE 100 | FORT COLLINS | CO | 80524 | NONE | PC | EDUCATION | $5,000 |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 133 EAST DE LA GUERRA ST 163 | SANTA BARBARA | CA | 93101 | NONE | PC | HUMAN HEALTH SERVICES | $14,500 |
| THE FIRST TEE CENTRAL COAST | |||||||
| PO BOX 1611 | SUMMERLAND | CA | 93067 | NONE | PC | RECREATION AND SPORTS | $10,000 |
| THE KEY CLASS | |||||||
| 1482 E VALLEY RD STE 444 | SANTA BARBARA | CA | 93108 | NONE | PC | EDUCATION | $2,000 |
| THOMPSON EDUCATION FOUNDATION | |||||||
| 800 S TAFT AVE | LOVELAND | CO | 80537 | NONE | PC | EDUCATION | $25,000 |
| TRANSITION HOUSE | |||||||
| 425 EAST COTA ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $17,500 |
| UCSB FOUNDATION | |||||||
| 1210 CHEADLE HALL | SANTA BARBARA | CA | 93106 | NONE | PC | GUARDIAN SCHOLARS PROGRAM | $10,000 |
| UNITED BOYS & GIRLS CLUB OF SANTA BARBARA | |||||||
| 5701 HOLISTER AVE | GOLETA | CA | 93116 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| UNITED WAY OF SANTA BARBARA | |||||||
| 320 EAST GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICES | $20,000 |
| UNITY SHOPPE | |||||||
| 1236 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $43,000 |
| VILLAGE PROPERTIES TEACHER'S FUND | |||||||
| 1250 COAST VILLAGE RD | SANTA BARBARA | CA | 93108 | NONE | PC | EDUCATION | $2,000 |
| VISITING NURSE & HOSPICE CARE | |||||||
| 220 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | PC | HUMAN HEALTH SERVICES | $17,500 |
| WELD COUNTY RE-1 SCHOOL DISTRICT | |||||||
| 14827 WELD COUNTY RD 42 | GILCREST | CO | 80623 | NONE | PC | EDUCATION | $14,235 |
| WELD COUNTY RE-3J SCHOOL DISTRICT | |||||||
| 99 W BROADWAY ST | KEENESBURG | CO | 80643 | NONE | PC | EDUCATION | $9,955 |
| WELD COUNTY RE-7 SCHOOL DISTRICT | |||||||
| 501 CLARK ST | KERSEY | CO | 80644 | NONE | PC | EDUCATION | $5,850 |
| WELD COUNTY RE-8 SCHOOL DISTRICT | |||||||
| 301 REYNOLDS ST | FORT LUPTON | CO | 80621 | NONE | PC | EDUCATION | $14,430 |
| WILDERNESS YOUTH PROJECT | |||||||
| 5386 HOLLISTER AVE | SANTA BARBARA | CA | 93111 | NONE | PC | RECREATION AND SPORTS | $5,000 |
| WINDSOR SCHOOL DISTRICT | |||||||
| 1020 MAIN ST | WINDSOR | CO | 80550 | NONE | PC | EDUCATION | $2,145 |
| YOUNG LIFE | |||||||
| 123 W PADRE ST 3 | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $27,000 |
| YOUTH AND FAMILY SERVICES YMCA | |||||||
| 105 E CARRILLO ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY PROGRAMS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,215,764 | 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 | $67,016 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $599,650 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $27,229 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,644 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,025 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $170,388 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,644 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $869,308 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $877,952 | 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 | DAMITZ, BROOKS, NIGTHINGALE, ET AL | CategoryTxt |
| Amt | $36,833 | Amt |
| Net Investment Income | $27,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,208 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2001-12-20 | $752,332 | $246,109 | SL | 39.000000000000 | $19,291 | $0 |
| LAND | 2001-12-20 | $112,418 | L | $0 | $0 | ||
| FMV IN EXCESS OF BASIS | 2001-12-20 | $60,000 | L | $0 | $0 | ||
| FOUNDATION OFFICE CHAIRS | 2004-02-17 | $3,507 | $3,507 | 200DB | 7.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2004-02-24 | $4,254 | $4,254 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2005-10-27 | $2,353 | $2,287 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2006-04-30 | $1,540 | $1,540 | 200DB | 7.000000000000 | $0 | $0 |
| HP LASER JET P3015 | 2011-01-03 | $795 | $795 | SL | 5.000000000000 | $0 | $0 |
| HP LASER JET P3015 | 2011-06-30 | $630 | $567 | SL | 5.000000000000 | $63 | $0 |
| BUILDING REMODEL | 2012-07-01 | $892,939 | $80,136 | SL | 39.000000000000 | $22,896 | $0 |
| DESK | 2012-01-25 | $10,364 | $8,119 | SL | 5.000000000000 | $2,073 | $0 |
| BUILDING REMODEL | 2013-07-01 | $30,678 | $1,967 | SL | 39.000000000000 | $787 | $0 |
| REMOVABLE WALL | 2013-07-01 | $19,855 | $3,310 | SL | 15.000000000000 | $1,324 | $0 |
| BUILDING REMODEL | 2015-07-01 | $51,305 | $658 | SL | 39.000000000000 | $1,316 | $0 |
| BUILDING | 2001-12-20 | $335,168 | $126,830 | SL | 39.000000000000 | $8,594 | $0 |
| LAND | 2001-12-20 | $50,082 | L | $0 | $0 | ||
| ELECTRICAL RECONFIGURATION | 2014-09-30 | $5,512 | $176 | SL | 39.000000000000 | $141 | $0 |
| DELL OFFICE COMPUTER | 2014-12-15 | $2,594 | $562 | SL | 5.000000000000 | $519 | $0 |
| COPIER | 2014-06-06 | $1,101 | $348 | SL | 5.000000000000 | $220 | $0 |
| KEYLESS LOCKING SYSTEM | 2016-07-12 | $8,334 | SL | 15.000000000000 | $278 | $0 | |
| BUILDING REMODEL | 2016-11-09 | $19,546 | SL | 39.000000000000 | $84 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART VII-B, LINE 1A(3): | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION UTILIZES THE SERVICES OF THE CPA FIRM DAMITZ,BROOKS, NIGHTINGALE, TURNER & MORRISSET FOR TAX RETURNAND ACCOUNTING SERVICES; MRS. MACAULAY IS A PARTNEROF THE ACCOUNTING FIRM AND A TREASURER OF THE FOUNDATION.FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL ANDCUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY. | MediumExplanationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $565,500 | $208,428 | $357,072 | $495,659 |
| LAND | $115,700 | $0 | $115,700 | $160,606 |
| REMODEL | $571,369 | $58,706 | $512,663 | $711,638 |
| FURNITURE AND FIXTURES | $28,189 | $4,634 | $23,555 | $23,555 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRITON PACIFIC | AT COST | $100,000 | $37,971 |
| LANX OFFSHORE PARTNERS II | AT COST | $6,566 | $3,696 |
| TERRAPIN OFFSHORE | AT COST | $4,250 | $5,063 |
| NORTHERN TRUST #797 | AT COST | $3,798,953 | $3,808,497 |
| NORTHERN TRUST DIVERSIFIED HEDGE FUND | AT COST | $3,074,392 | $2,819,058 |
| NORTHERN TRUST PRIVATE EQUITY | AT COST | $646,531 | $1,029,995 |
| NORTHER TRUST PRIVATE EQUITY CORE FUND | AT COST | $422,189 | $477,949 |
| NORTHERN TRUST COMMODITIES | AT COST | $788,425 | $773,820 |
| NORTHERN TRUST CORPORATE/GOVERNMENT | AT COST | $733,287 | $706,940 |
| MINERAL INTEREST - WATERFLOOD | AT COST | $10,025 | $10,025 |
| MINERAL INTEREST - ACKMAN | AT COST | $360 | $360 |
| GOLDMAN SACHS #7660 | AT COST | $497,224 | $501,699 |
| GOLDMAN SACHS #8452 | AT COST | $4,842,976 | $4,827,264 |
| GOLDMAN SACHS #8668 | AT COST | $512,559 | $536,568 |
| GOLDMAN SACHS #8718 | AT COST | $2,925,650 | $2,897,946 |
| GOLDMAN SACHS #8726 | AT COST | $337,293 | $407,286 |
| GOLDMAN SACHS #8734 | AT COST | $484,344 | $531,201 |
| GOLDMAN SACHS #8742 | AT COST | $419,458 | $419,422 |
| MONTECITO BANK & TRUST #8459-00 | AT COST | $3,673,978 | $3,897,026 |
| MONTECITO BANK & TRUST #8459-01 | AT COST | $1,565,431 | $1,543,785 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND FIXTURES | $27,138 | $25,132 | $2,006 | $2,006 |
| REMODEL | $428,611 | $49,455 | $379,156 | $526,315 |
| BUILDING | $522,000 | $192,396 | $329,604 | $457,531 |
| LAND | $106,799 | $0 | $106,799 | $148,251 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE COMMISSIONS | Desc |
| BOY Book Value | $5,630 | BOYBookValueAmt |
| EOY Book Value | $3,050 | EOYBookValueAmt |
| EOYFMV | $3,050 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $34,907 | $9,940 | $24,967 |
| AUTO EXPENSE | $1,173 | $586 | $587 |
| MISCELLANEOUS | $2,522 | $1,261 | $1,261 |
| OFFICE EXPENSE | $7,030 | $3,515 | $3,515 |
| RENTAL EXPENSES | $13,430 | $13,430 | $0 |
| MISC INVESTMENT EXPENSE | $42 | $42 | $0 |
| ORDINARY LOSS FROM PASSTHROUGHS | $5,973 | $5,973 | $0 |
| CONTRACT LABOR | $352 | $176 | $176 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP UNRELATED BUSINESS INCOME | $8,644 | $8,644 | $8,644 |
| ROYALTY INCOME - MINERAL INTERESTS | $3,025 | $3,025 | $3,025 |
| STATE UNRELATED BUSINESS INCOME TAX REFUND | $2,000 | $0 | $2,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $3,629 | $8,419 |
| SECURITY DEPOSITS | $5,275 | $5,275 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $256,304 | $256,304 | $0 |
| CONSULTING | $1,250 | $625 | $625 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $160 | $0 | $160 |
| PAYROLL TAXES | $9,757 | $2,611 | $7,146 |
| REAL ESTATE TAXES | $5,014 | $2,507 | $2,507 |
| FOREIGN TAXES | $5,785 | $5,785 | $0 |
| FEDERAL 990PF | $15,476 | $0 | $0 |
| PENALTIES | $34 | $0 | $0 |
| MINERAL TAX | $439 | $439 | $0 |
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