SHANBROM FAM FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHANBROM FAM FOUNDATION (EIN 77-0518326)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-22
- IRS object ID
- 201700819349100700
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-22T10:40:26-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954149172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMO ARJANI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 EAST COLORADO BLVD 426 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 770518326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHANBROM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM J SHANBROM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
| Phone | 8056466864 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE SUITE B | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J SHANBROM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8056466864 | PhoneNum |
| Signature | 2017-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADRINE HAMAMAH | PreparerPersonNm |
| PTIN | P00869406 | PTIN |
| Phone | 6265781978 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.93.169.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-22 | IPDt |
| IP Tm | 08:40:16 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5BD96776F50480FCEE975C2E1395CE4DB9DC9E74 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4B1C40AB4A58E23C3581CC90D3740B38EC1DF462 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,851,706 | 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 | $179 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $179 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $266,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $668,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,066,051 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $668,794 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $935,102 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $935,102 | 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 | $4,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,280 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,685 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,685 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,280 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $721,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $721,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $746,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $725,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $188,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $922,417 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $700,530 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $758,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $758,504 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,995,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,127,267 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,093,202 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,696,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,885,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,851,706 | 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 | $6,696,216 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,885,771 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,696,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,885,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,696,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,885,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,696,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $188,552 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,003 | OtherIncreasesAmt |
| Subtotal | $6,885,771 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,885,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHIRE PLC - CASH IN LIEU | P | 2016-06-03 | 2016-06-03 | $186 | $185 | $1 | $1 |
| 10209.0000 SHS BAXALTA INC | P | 1990-01-17 | 2016-06-03 | $471,288 | $125,340 | $345,948 | $345,948 |
| 512.0000 SHS ALPHA NATURAL RESOURCES | P | 1991-02-19 | 2016-08-05 | $6,626 | -$6,626 | -$6,626 | |
| 80.0000 SHS AUTO DATA PROCESSING | P | 2016-01-19 | 2016-07-15 | $7,609 | $6,348 | $1,261 | $1,261 |
| 470.0000 SHS LINKEDIN CORP | P | 2016-07-15 | 2016-12-08 | $92,120 | $88,942 | $3,178 | $3,178 |
| 230.0000 SHS BROADRIDGE FINL SOLU | P | 2010-06-28 | 2016-07-15 | $15,346 | $4,493 | $10,853 | $10,853 |
| 160.0000 SHS CLOROX COMPANY | P | 2009-01-06 | 2016-01-19 | $20,498 | $8,864 | $11,634 | $11,634 |
| 205.0000 SHS CLOROX COMPANY | P | 2009-01-14 | 2016-01-19 | $26,263 | $10,591 | $15,672 | $15,672 |
| 1225.000 SHS CONOCOPHILLIPS | P | 2014-03-05 | 2016-01-19 | $45,974 | $81,319 | -$35,345 | -$35,345 |
| 190.0000 SHS EXELON CORPORATION | P | 2015-05-08 | 2016-07-15 | $6,912 | $6,538 | $374 | $374 |
| 150.0000 SHS HERSHEY COMPANY | P | 2015-05-05 | 2016-07-15 | $16,343 | $14,072 | $2,271 | $2,271 |
| 85.0000 SHS JOHNSON & JOHNSON | P | 2007-03-12 | 2016-07-15 | $10,461 | $5,236 | $5,225 | $5,225 |
| 90.0000 SHS JOHNSON & JOHNSON | P | 2015-05-08 | 2016-07-15 | $11,077 | $9,055 | $2,022 | $2,022 |
| 135.0000 SHS MCCORMICK & CO | P | 2009-07-08 | 2016-07-15 | $14,162 | $4,413 | $9,749 | $9,749 |
| 120.0000 SHS MICROSOFT CORP | P | 2011-02-10 | 2016-07-15 | $6,401 | $3,289 | $3,112 | $3,112 |
| 170.0000 SHS MOLSON COORS BREWING | P | 2008-12-11 | 2016-07-15 | $16,597 | $7,767 | $8,830 | $8,830 |
| 90.0000 SHS MOLSON COORS BREWING | P | 2008-12-17 | 2016-07-15 | $8,786 | $4,130 | $4,656 | $4,656 |
| 125.0000 SHS PROCTER & GAMBLE | P | 2015-05-04 | 2016-07-15 | $10,741 | $10,049 | $692 | $692 |
| CAPITAL GAINS DIVIDENDS | P | $285,287 | $285,287 | $285,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $668,794 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $671,051 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,391,840 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046627 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $646,697 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,911,534 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046486 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $518,848 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,067,048 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042997 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $470,620 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,278,582 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045786 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $464,567 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,120,326 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045904 | DistributionYr5Rt |
| Total Distribution | 0.227800 | TotalDistributionRt |
| Average Distribution | 0.045560 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,588,276 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $664,642 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,224 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $673,866 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $725,780 | 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 | $9,224 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,224 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,056 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,056 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,168 | 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 | WILLIAM J SHANBROM | IndividualWithBooksNm |
| Phone | 8056466864 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J SHANBROM | ||||||||
| 603 W OJAI AVE SUITE B | OJAI | CA | 93023 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| SUSAN F KRABBE | ||||||||
| 603 W OJAI AVE SUITE B | OJAI | CA | 93023 | SECRETARY | 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 | $13,966,856 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $843,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,810,432 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,810,432 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $222,156 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,588,276 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $729,414 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $729,414 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,224 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,224 | TotalTaxAmt |
| Distributable Before Adj | $720,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $720,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $720,190 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $725,780 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $725,780 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,224 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $716,556 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $720,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $584,908 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $725,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $584,908 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $140,872 | 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 | $579,318 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM J SHANBROM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE SUITE B | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8056466864 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGORA FOUNDATION | |||||||
| 1129 MARICOPA HIGHWAY SUITE 156 | OJAI | CA | 93023 | 501C3 | TEACHER EDUCATION | $5,000 | |
| ALASKA SUDAN MEDICAL PROJECT | |||||||
| 330 E 4TH AVE | ANCHORAGE | AK | 99501 | 501C3 | HUMANITARIAN AID | $2,500 | |
| ANAHEIM BALLET | |||||||
| 280 E LINCOLN AVE | ANAHEIM | CA | 92805 | 501C3 | EDUCATION AND OUTREACH | $40,000 | |
| ARPAN GLOBAL CHARITIES | |||||||
| 25 SYLVAN | IRVINE | CA | 92603 | 501C3 | HUMANITARIAN AID | $5,000 | |
| BAINBRIDGE ART MUSEUM | |||||||
| 100 RAVINE LANE SUITE 210 | BAINBRIDGE ISLAND | WA | 98110 | 501C3 | SUPPORT OF ART MUSEAM | $2,500 | |
| CAMA | |||||||
| 2060 ALAMEDA PADRE SERRA SUITE 201 | SANTA BARBARA | CA | 93103 | 501C3 | SUPPORT OF MUSIC PERFORMANCES | $10,000 | |
| CENTER FOR BIOLOGICAL DIVERSTITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | 501C3 | CONSERVATION OF ENDANGERED SPECIES | $10,000 | |
| DESERT MOUNTAIN COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD 405B | PHOENIX | AZ | 85016 | 501C3 | EDUCATION SCHOLARSHIPS | $5,000 | |
| DIRECT RELIEF FOUNDATION | |||||||
| 27 S LA PATERA LN | GOLETA | CA | 93117 | 501C3 | DISASTER RELIEF | $25,000 | |
| DRUG POLICY ALLIANCE | |||||||
| 131 W 33RD STREET 15TH FLOOR | NEW YORK | NY | 10001 | 501C3 | INTERN SPONSORSHIP | $5,500 | |
| ISLAND CONSERVATION | |||||||
| 2161 DELAWARE AVE A | SANTA CRUZ | CA | 95060 | 501C3 | CONSERVATION OF THREATENED SPECIES | $75,000 | |
| KROTONA INSTITUTE | |||||||
| 2 KROTONA HILL | OJAI | CA | 93203 | 501C3 | CONSERVATION STEWARDSHIP | $5,000 | |
| LEGAL VOICE | |||||||
| 907 PINE STREET SUITE 500 | SEATTLE | WA | 98101 | 501C3 | LEGAL AID | $10,000 | |
| LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION | |||||||
| 1996 EASTMAN AVE 101 | VENTURA | CA | 93003 | 501C3 | HOME HEALTHCARE | $30,000 | |
| LOS PADRES FOREST WATCH INC | |||||||
| PO BOX 831 | SANTA BARBARA | CA | 93102 | 501C3 | CONSERVATION PROGRAMS | $8,000 | |
| MAMONI VALLEY PRESERVE | |||||||
| 930 TAHOE BLVD SUITE 802 373 | INCLINE VLG | NV | 89451 | 501C3 | JAGUAR RESEARCH | $10,000 | |
| MUSIC OF REMEMBRANCE | |||||||
| PO BOX 27500 | SEATTLE | WA | 98165 | 501C3 | MUSIC OF HOLOCAUST MUSICIANS | $10,000 | |
| OJAI CARES | |||||||
| 960 EAST OJAI AVENUE SUITE 105 | OJAI | CA | 93023 | 501C3 | CANCER PROGRAMS | $10,000 | FIREBIRD PLAZA |
| OJAI FESTIVALS LTD | |||||||
| PO BOX 185 | OJAI | CA | 93024 | 501C3 | SUPPORT OF MUSIC PERFORMANCES | $25,000 | |
| OJAI PERFORMING ARTS (OPAT) | |||||||
| 854 THOMAS STREET | OAK VIEW | CA | 93022 | 501C3 | SUPPORT OF PERFORMANCES | $2,500 | |
| OJAI RAPTOR CENTER | |||||||
| PO BOX 182 | OAK VIEW | CA | 93022 | 501C3 | CONSERVATION AND EDUCATION | $10,000 | |
| OTHER MINDS | |||||||
| 333 VALENCIA ST SUITE 303 | SAN FRANCISCO | CA | 94103 | 501C3 | SUPPORT OF MUSIC PERFORMANCES | $5,000 | |
| OJAI VALLEY LAND CONSERVANCY | |||||||
| PO BOX 1092 | OJAI | CA | 93024 | 501C3 | EDUCATION AND CONSERVATION | $10,000 | |
| OPERA SAN LUIS OBISPO | |||||||
| 11549 LOS OSOS VALLEY ROAD SUITE | SAN LUIS OBISPO | CA | 93405 | 501C3 | FUNDING OF OPERA PERFORMANCES | $5,000 | 208 |
| PACIFIC CHORALE | |||||||
| 3621 S HARBOR BLVD 220 | SANTA ANA | CA | 92704 | 501C3 | UNDERWRITING OF CHORAL MUSIC | $20,000 | |
| PACIFIC SYMPHONY | |||||||
| 3631 S HARBOR BLVD 100 | SANTA ANA | CA | 92704 | 501C3 | SPONSORSHIP OF PERFORMANCES | $10,000 | |
| PAN AM MUSEUM FOUNDATION | |||||||
| 1275 FAIRFAX AVE SUITE 747 | SAN FRANCISCO | CA | 94124 | 501C3 | SUPPORT OF EXHIBITS | $5,000 | |
| PATH WITH ART | |||||||
| 312 2ND AVE S | SEATTLE | WA | 98104 | 501C3 | ART THERAPY | $30,000 | |
| PHILHARMONIC SOCIETY OF ORANGE COUNTY | |||||||
| 2082 BUSINESS CENTER DR 100 | IRVINE | CA | 92612 | 501C3 | SPONSORSHIP OF CONCERTS | $10,000 | |
| PLANNED PARENTHOOD OF SANTA BARBARA VENTURA & SAN LUIS OBISPO COUNTIES INC | |||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | 501C3 | SUPPORT OF PROGRAMS AND SERVICES | $10,000 | |
| PLYMOUTH HOUSING GROUP | |||||||
| 2113 3RD AVE | SEATTLE | WA | 98121 | 501C3 | HOUSING FOR HOMELESS | $10,000 | |
| RWANDA GIRLS INITIATIVE | |||||||
| PO BOX 325 | MEDINA | WA | 98039 | 501C3 | EDUCATION SCHOLARSHIPS | $25,000 | |
| SACRAMENTO CHORAL SOCIETY | |||||||
| 4025A BRIDGE STREET | FAIR OAKS | CA | 95628 | 501C3 | UNDERWRITING OF CHORAL MUSIC | $5,000 | |
| SAN LUIS OBISPO COUNTY YMCA | |||||||
| 1020 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 501C3 | SUPPORT OF PROGRAMS AND SERVICES | $25,000 | |
| SAN LUIS OBISPO SYMPHONY | |||||||
| 75 HIGUERA ST 160 | SAN LUIS OBISPO | CA | 93401 | 501C3 | SUPPORT OF PERFORMANCES | $2,500 | |
| SEATTLE CHILDREN'S AUTISM CENTER | |||||||
| PO BOX 5371 MSC RC-507 | SEATTLE | WA | 98145 | 501C3 | AUTISM PROGRAMS | $10,000 | |
| SEATTLE SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 21906 | SEATTLE | WA | 98111 | 501C3 | SUPPORT OF PERFORMANCES | $15,000 | |
| SPOKES | |||||||
| 3765 S HIGUERA SUITE 140 | SAN LUIS OBISPO | CA | 93401 | 501C3 | BOARD DEVELOPMENT | $30,000 | |
| TATEUCHI CENTER | |||||||
| 855 106TH AVE NE STE 150 | BELLEVUE | WA | 98004 | 501C3 | PERFORMING ARTS CENTER | $56,000 | |
| THE CIVIC BALLET OF SAN LUIS OBISPO | |||||||
| 3422 MIGUELITO CT | SAN LUIS OBISPO | CA | 93401 | 501C3 | FUNDING OF BALLET PERFORMANCES | $10,000 | |
| THE WILDERNESS SOCIETY | |||||||
| 1615 M ST NW | WASHINGTON | DC | 20036 | 501C3 | CONSERVATION OF WILDERNESS | $15,000 | |
| TREEHOUSE | |||||||
| 2100 24TH AVE S 200 | SEATTLE | WA | 98144 | 501C3 | FOSTER CARE | $10,000 | |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||
| 100 THEORY SUITE 250 | IRVINE | CA | 92617 | 501C3 | MEDICAL SCHOOL SCHOLARSHIPS | $20,000 | |
| UCLA REGENTS | |||||||
| PO BOX 22 | LOS ANGELES | CA | 90078 | 501C3 | HIRSCH SOIL RESEARCH | $27,000 | |
| UC REGENTS | |||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | 501C3 | UCSB ARTS & LECTURES | $15,000 | |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | 501C3 | SERVICES FOR AMERICAN MILITARY | $5,000 | |
| VENTANA WILDLIFE SOCIETY | |||||||
| 19045 PORTOLA DR | SALINAS | CA | 93908 | 501C3 | CONDOR CONSERVATION | $10,000 | |
| WIKIMEDIA FOUNDATION INC | |||||||
| 149 NEW MONTGOMERY 3RD FL | SAN FRANCISCO | CA | 94105 | 501C3 | EDUCATIONAL GRANT | $10,000 | |
| WILD AT HEART | |||||||
| 31840 N 45TH STREET | CAVE CREEK | AZ | 85331 | 501C3 | RAPTOR CONSERVATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $721,500 | 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 | $179 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,129 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $668,794 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $935,102 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $935,102 | 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 | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $4,280 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,280 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHA NATURAL RESOURCES | $0 | $0 |
| ARCHER-DANIELS-MIDLND CO | $64,454 | $258,288 |
| AT&T INC | $9,896 | $57,288 |
| AUTOMATIC DATA PROCESSING | $28,491 | $77,291 |
| BAXALTA INC | $0 | $0 |
| BAXTER INTERNATIONAL INC | $154,437 | $452,667 |
| BECTON DICKINSON & CO | $19,067 | $22,184 |
| BP PLC SPONS ADR | $44,000 | $24,521 |
| BRISTOL MYERS SQUIBB | $4,993 | $21,564 |
| BROADRIDGE FINANCIAL | $3,483 | $12,464 |
| CARDINAL HEALTH INC | $36,646 | $249,664 |
| CDK GLOBAL HOLDINGS | $4,111 | $14,922 |
| CITIGROUP INC NEW | $11,070 | $2,734 |
| COMCAST CORP NEW CL A | $5,480 | $25,065 |
| CVS CAREMARK CORP | $31,429 | $371,193 |
| EDWARDS LIFESCIENCE CORP | $0 | $696,378 |
| EXPRESS SCRIPTS HLDG CO | $2,032 | $18,229 |
| FLUOR CORP | $16,817 | $52,520 |
| JPMORGAN CHASE & CO | $6,093 | $80,767 |
| KINDER MORGAN WTS | $227 | $1 |
| KINDER MORGAN INC DEL | $2,505 | $1,615 |
| MEAD JOHNSON NUTRITION CO | $5,830 | $19,247 |
| MERCK & CO INC | $36,062 | $80,063 |
| PROCTOR & GAMBLE CO | $473,215 | $886,540 |
| SHIRE PLC | $287,341 | $257,615 |
| TEXAS INSTRUMENTS INC | $6,245 | $160,534 |
| TRAVELERS COS INC | $1,930 | $8,937 |
| TYSON FOODS INC CL A | $8,250 | $146,860 |
| WAL-MART STORES INC | $12,525 | $165,888 |
| ZIMMER HOLDINGS INC | $575 | $8,256 |
| VANGUARD WINDSOR II FUND ADM | $1,151,481 | $1,820,565 |
| VANGUARD INTERNATIONAL GROWTH ADM | $891,082 | $1,245,266 |
| VANGUARD PRIMECAP FUND ADMIRAL | $1,878,686 | $5,188,432 |
| APPLE INC | $91,818 | $168,518 |
| AUTOMATIC DATA PROCESSING | $70,003 | $159,823 |
| BROADRIDGE FINL SOLUTION | $33,402 | $113,373 |
| CLOROX COMPANY | $29,902 | $71,412 |
| CONOCOPHILLIPS | $0 | $0 |
| EXELON CORPORATION | $61,730 | $68,496 |
| HERSHEY COMPANY | $109,745 | $123,599 |
| JOHNSON & JOHNSON | $133,408 | $213,139 |
| KIMBERLY-CLARK CORP | $62,279 | $140,368 |
| MC CORMICK & CO INC N-VT | $23,295 | $67,198 |
| MICROSOFT CORP | $69,854 | $169,331 |
| MOLSON COORS BREWING CLB | $71,167 | $136,720 |
| MONDELEZ INTL INC CL A | $35,611 | $84,005 |
| PROCTER & GAMBLE | $136,600 | $149,662 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $1,003 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,685 | Amt |
| Net Investment Income | $12,685 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments