LOPKER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOPKER FAMILY FOUNDATION (EIN 77-0448078)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349104059
- Schema version
- 2024v5.2
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T18:51:05-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 950858589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINSON & BLOODGOOD LLP | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770448078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOPKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOPK | BusinessNameControlTxt |
| Phone | 8058865695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W ANAPAMU ST 347 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANITA BLAKEMORE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8055654249 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,625,315 | 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 | $126,249 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $126,249 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,722,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,722,490 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $141,038 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $141,038 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $53,274 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,401,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,083,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,401,085 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $729,230 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $729,230 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,120,092 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,120,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,680 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,920 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,760 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,837 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,378 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,459 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $254,686 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $254,686 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,161 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,161 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,761 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,790 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $38,166 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $38,166 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $145,426 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $144,291 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,135 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $555,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $467,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,144 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,627,744 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,627,744 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,182,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $467,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,669,888 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,937,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,652,729 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,558 | CashBOYAmt |
| Cash EOY | $234,137 | CashEOYAmt |
| Cash EOYFMV | $234,137 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,366,242 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $671,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $671,938 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,734,145 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $350,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,734,145 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,734,145 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $58,733,660 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,621,131 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,621,131 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,950,232 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $264,085 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,724,313 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,686,147 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,950,232 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,590,735 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,413,732 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,413,732 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $65,819,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,361,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,625,315 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,900 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,900 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $65,812,008 | RetainedEarningBOYAmt |
| Retained Earning EOY | $69,350,330 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,812,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,350,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,819,508 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,361,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,812,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,937,141 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,601,181 | OtherIncreasesAmt |
| Subtotal | $69,350,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,350,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FROM PASSTHROUGH ENTITIES | P | $20,839 | $20,839 | $20,839 | |||
| FROM PASSTHROUGH ENTITIES | P | $51,514 | $51,514 | $51,514 | |||
| FIDELITY #2178 | P | $33,913,655 | $2,231,688 | $2,231,688 | 2024-01-01 | 2024-12-31 | $31,681,967 |
| CAPITAL GAINS DIVIDENDS | P | $97,044 | $97,044 | $97,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,401,085 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,673 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,673 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,063 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $34,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $76,663 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,990 | OverpaymentAmt |
| Applied To ES Tax | $11,990 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANITA BLAKEMORE | IndividualWithBooksNm |
| Phone | 8058865695 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W ANAPAMU ST 347 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| PAMELA M LOPKER | ||||||||
| 27 W ANAPAMU ST 347 | SANTA BARBARA | CA | 93101 | PRESIDENT/CEO | 0.00 | $0 | $0 | $0 |
| KARL BO LOPKER | ||||||||
| 27 W ANAPAMU ST 347 | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JULIANA L LOPKER | ||||||||
| 27 W ANAPAMU ST 347 | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANITA H BLAKEMORE | ||||||||
| 27 W ANAPAMU ST 347 | SANTA BARBARA | CA | 93101 | SECRETARY/ CFO | 1.00 | $43,680 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARCION PRIVATE WEALTH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11980 NE 24TH ST STE 210 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $254,686 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONVERTIBLE PROMISSORY NOTE - ASKY THERAPEUTICS, INC FUNDED MARCH 18, 2024 | Description1Txt |
| Expenses1 | $200,000 | Expenses1Amt |
| Description2 | PAYMENT-IN-KIND LOAN - RECOURSE BIOLOGICS, INC DATED DECEMBER 6, 2024 | Description2Txt |
| Expenses2 | $249,995 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $242,750 | AllOtherProgramRltdInvstTotAmt |
| Total | $692,745 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $61,295,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $988,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,100,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,384,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,384,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $965,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,418,634 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,170,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,170,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,673 | TotalTaxAmt |
| Distributable Before Adj | $3,106,259 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,106,259 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,106,259 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,669,888 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $692,745 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,362,633 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,106,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $289,501 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,362,633 | QualifyingDistributionsAmt |
| Applied To Year1 | $289,501 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,073,132 | 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 | $33,127 | 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 | PAMELA M LOPKER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANITA BLAKEMORE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 WEST ANAPAMU ST 347 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8056846641 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION LETTER SHOULD INCLUDE NAME OF ORGANIZATION AND PURPOSE OF GRANT. INCLUDE A COPY OF ORGANIZATION'S FEDERAL TAX EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CAL MATTERS | ||||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $500 | |
| DIRECT RELIEF | ||||||||
| 27 SOUTH LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $5,000 | |
| FOOD FROM THE HEART | ||||||||
| PO BOX 3908 | SANTA BARBARA | CA | 93130 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $500 | |
| FOUNDATION FOR SBCC | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $5,000 | |
| FRED HUTCHINSON CANCER CENTER | ||||||||
| 1100 FAIRVIEW AVENUE N | SEATTLE | WA | 98109 | NONE | PC | MULTI DEPARTMENT DONATION | $1,000,000 | |
| GAVIOTA COAST CONSERVANCY | ||||||||
| 351 PASEO NUEVO 2ND FLOOR 1008 | SANTA BARBARA | CA | 93101 | NONE | PC | DONATION FOR RANCHO TAJIGUAS | $10,000 | |
| GIVEDIRECTLY INC | ||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $20,000 | |
| GIVEWELL | ||||||||
| 182 HOWARD STREET 208 | SAN FRANCISCO | CA | 94105 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $50,000 | |
| GIVING WHAT WE CAN | ||||||||
| 2810 N CHURCH STREET | WILMINGTON | DE | 19802 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $140,000 | |
| GRANADA THEATER - SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC | ||||||||
| 1214 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $5,000 | |
| KINDERING | ||||||||
| 16120 NORTH EAST 8TH STREET | BELLEVUE | WA | 98008 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,060 | |
| MONTECITO COMMUNITY FOUNDATION | ||||||||
| PO BOX 5001 | SANTA BARBARA | CA | 93150 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $500 | |
| MOXI - THE WOLF MUSEUM | ||||||||
| PO BOX 4808 | SANTA BARBARA | CA | 93140 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $10,000 | |
| NEW HARVEST | ||||||||
| 288 NORFOLK ST 4TH FLOOR | CAMBRIDGE | MA | 02139 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $20,000 | |
| SANTA BARBARA HIGH SCHOOL | ||||||||
| 700 EAST ANAPAMU STREET | SANTA BARBARA | CA | 93103 | NONE | PC | MULTI DEPARTMENT DONATION | $15,000 | |
| SBHS COMPUTER SCIENCE ACADEMY FOUNDATION | ||||||||
| PO BOX 60354 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $2,000 | |
| SCHOLARSHIP FOUNDATION OF SB | ||||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | PC | KARL LOPKER MEMORIAL ENDOWED SCHOLARSHIP FUND | $100,000 | |
| SHOWERS OF BLESSING | ||||||||
| PO BOX 1135 | GOLETA | CA | 93116 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $1,000 | |
| SIGNAL TECHNOLOGY FOUNDATION | ||||||||
| 650 CASTRO STREET SUITE 120 223 | MOUNTAIN VIEW | CA | 94041 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $500 | |
| ST CATHERINE BY THE SEA | ||||||||
| 1931 POLI STREET | VENTURA | CA | 93003 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $413 | |
| THE GOOD FOOD INSTITUTE | ||||||||
| 1380 MONROE STREET NW SUITE 229 | WASHINGTON | DC | 20010 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $20,000 | |
| THE LIFE YOU CAN SAVE | ||||||||
| 975 WARD ROAD | SEQUIM | WA | 98382 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $50,000 | |
| TOTEM TECHNOLOGIES | ||||||||
| PO BOX 2633 | REDMOND | WA | 980732633 | NONE | POF | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $150,000 | |
| UCLA JONSSON CANCER CENTER FOUNDATION | ||||||||
| 9-623 FACTOR BUILDING BOX 951780 | LOS ANGELES | CA | 900951780 | NONE | PC | DR SLAMON CANCER RESEARCH | $750,000 | |
| UCSB FOUNDATION | ||||||||
| 4219 CHEADLE HALL - UNIVERSITY OF | SANTA BARBARA | CA | 931062013 | NONE | PC | COMPUTER SCIENCE DEPARTMENT | $50,000 | CALIFORNIA |
| UCSB FOUNDATION | ||||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | NONE | PC | GRADUATE DIVISION - GRAD SLAM PRIZE DONATION | $5,000 | |
| UNITY SHOPPE INC | ||||||||
| 110 WEST SOLA STREET | SANTA BARBARA | CA | 93131 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $1,771 | |
| UNIVERSITY OF CALIFORNIA MERCED | ||||||||
| 5200 NORTH LAKE ROAD | MERCED | CA | 95343 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $5,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | NONE | PC | ALLERGY & INFECTIOUS DISEASES PARASITOLOGY FUND | $100,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | NONE | PC | INSTITUTE FOR PROSTATE CANCER RESEARCH FUND | $100,000 | |
| WASHINGTON COALITION FOR OPEN GOVERNANCE | ||||||||
| PO BOX 2633 | REDMOND | WA | 98073 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $5,000 | |
| WIKIMEDIA FOUNDATION INC | ||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,627,744 | 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 | $126,249 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,722,490 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $53,274 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $729,230 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,401,085 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,032,328 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,032,328 | 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 | $21,837 | Amt |
| Net Investment Income | $16,378 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,459 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 1. CONVERTIBLE UNSECURED PROMISSORY NOTE - RESONANT THERAPEUTICS, INC DATED DECEMBER 9, 2024 - $150,000 2. CONVERTIBLE UNSECURED PROMISSORY NOTE - THE KYNAN DUKE COMPANY, LLC DATED APRIL 9, 2024 - $92,750 | Desc |
| Amt | $242,750 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2017-08-29 | $900,667 | L | $0 | $0 | ||
| BUILDING | 2017-08-29 | $900,668 | SL | $32,752 | $32,752 | $207,429 | 27.500000000000 |
| ROOF | 2017-08-29 | $27,642 | SL | $1,005 | $1,005 | $6,365 | 27.500000000000 |
| REMODEL - UNIT #5 | 2021-03-29 | $121,255 | SL | $4,409 | $4,409 | $12,125 | 27.500000000000 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 49(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS:PURSUANT TO IRC SECTION 4942(H)(2) AND REGLATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ___________________________________________ | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOTEM TECHNOLOGIES | ||||||||||||||||
| PO BOX 2633 | REDMOND | WA | 980732633 | 2023-10-17 | $50,000 | THE GRANT WAS FOR THE PURPOSE OF FURTHERING THE MISSION OF THE GRANTEE WHICH IS "TO BRING PEOPLE TOGETHER TO HEAL. WE WANT TO MAKE A SAFE PLACE ON THE INTERNET, AND TO MAKE IT ACCESSIBLE AS POSSIBLE." THE GRANT WILL SUPPORT BRINGING CIRCLE TO THE WORLD AND PROVIDING SERVICES TO THOSE IN NEED AND MAKE A MEANINGFUL IMPACT IN OUR COMMUNITY. | $50,000 | NONE | 11/13/25 | 2025-11-13 | THE GRANTEE PROVIDED REPORTS OF THE AMOUNT EXPENDED THROUGH DECEMBER 31, 2024 FOR THE PURPOSES STATED IN THE EXPENDITURE RESPONSIBILITY AGREEMENT. | |||||
| PROVINCIAL HEALTH SERVICES AUTHORITY | ||||||||||||||||
| 2023-12-08 | $79,157 | FUNDING FOR DR GERALD KRYSTAL'S "TESTING NATURAL COMPOUNDS FOR THEIR ABILITY TO REVERSE CANCER CELL-INDUCED UPREGULATION OF GLYCOLYSIS" | $79,157 | NONE | 05/14/24; 11/12/25 | 2025-11-12 | MOST RECENT REPORT INDICATES THAT PROJECT SPENDING COMMENCED MARCH 2024 AND COMPLETED BY JULY 2024. | 675 WEST 10TH AVENUE | VANCOUVER | BRITISH COLUMBIA | CA | V5Z1L3 | ||||
| TOTEM TECHNOLOGIES | ||||||||||||||||
| PO BOX 2633 | REDMOND | WA | 980732633 | 2022-06-14 | $250,000 | THE PORTION OF THE 2022 GRANT EXPENDED IN 2024 WAS $27,672. THIS GRANT WAS FOR THE PURPOSE OF FURTHERING THE MISSION OF THE GRANTEE WHICH IS "TO BRING PEOPLE TOGETHER TO HEAL. WE WANT TO MAKE A SAFE PLACE ON THE INTERNET, AND MAKE IT ACCESSIBLE AS POSSIBLE." THE GRANT SUPPORTED BRINGING CIRCLE TO THE WORLD AND PROVIDING SERVICES TO THOSE IN NEED AND MAKE A MEANINGFUL IMPACT IN OUR COMMUNITY. | $250,000 | NONE | 05/14/24; 11/13/25 | 2025-11-13 | THE GRANTEE PROVIDED REPORT OF THE AMOUNT EXPENDED DURING 2024 FOR THE PURPOSES STATED IN THE EXPENDITURE RESPONSIBILITY AGREEMENT. | |||||
| TOTEM TECHNOLOGIES | ||||||||||||||||
| PO BOX 2633 | REDMOND | WA | 980732633 | 2024-01-11 | $50,000 | THE GRANT WAS FOR THE PURPOSE OF FURTHERING THE MISSION OF THE GRANTEE WHICH IS "TO BRING PEOPLE TOGETHER TO HEAL. WE WANT TO MAKE A SAFE PLACE ON THE INTERNET, AND TO MAKE IT ACCESSIBLE AS POSSIBLE." THE GRANT WILL SUPPORT BRINGING CIRCLE TO THE WORLD AND PROVIDING SERVICES TO THOSE IN NEED AND MAKE A MEANINGFUL IMPACT IN OUR COMMUNITY. | $8,655 | NONE | 11/13/25 | 2025-11-13 | THE GRANTEE PROVIDED REPORT OF THE AMOUNT EXPENDED DURING 2024 FOR THE PURPOSES STATED IN THE EXPENDITURE RESPONSIBILITY AGREEMENT.` | |||||
| TOTEM TECHNOLOGIES | ||||||||||||||||
| PO BOX 2633 | REDMOND | WA | 980732633 | 2024-04-12 | $50,000 | THE GRANT WAS FOR THE PURPOSE OF FURTHERING THE MISSION OF THE GRANTEE WHICH IS "TO BRING PEOPLE TOGETHER TO HEAL. WE WANT TO MAKE A SAFE PLACE ON THE INTERNET, AND TO MAKE IT ACCESSIBLE AS POSSIBLE." THE GRANT WILL SUPPORT BRINGING CIRCLE TO THE WORLD AND PROVIDING SERVICES TO THOSE IN NEED AND MAKE A MEANINGFUL IMPACT IN OUR COMMUNITY. | NONE | 11/13/25 | 2025-11-13 | |||||||
| TOTEM TECHNOLOGIES | ||||||||||||||||
| PO BOX 2633 | REDMOND | WA | 980732633 | 2024-07-11 | $50,000 | THE GRANT WAS FOR THE PURPOSE OF FURTHERING THE MISSION OF THE GRANTEE WHICH IS "TO BRING PEOPLE TOGETHER TO HEAL. WE WANT TO MAKE A SAFE PLACE ON THE INTERNET, AND TO MAKE IT ACCESSIBLE AS POSSIBLE." THE GRANT WILL SUPPORT BRINGING CIRCLE TO THE WORLD AND PROVIDING SERVICES TO THOSE IN NEED AND MAKE A MEANINGFUL IMPACT IN OUR COMMUNITY. | $0 | NONE | 11/13/25 | 2025-11-13 | ||||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| OWNERSHIP OF CONTROLLED ENTITY | PART VII-A, LINE 11 | THE LOPKER FAMILY FOUNDATION HOLDS 100% OF 1620 GARDEN STREET, LLC, EIN #85-3295277. |
| EXPLANATION OF PAYMENTS | FORM 990-PF - PART VII-B, LINE 1A(4) | THE FOUNDATION UTILIZES THE SERVICES OF THE FIRM BLAKEMORE CONSTRUCTION & ELECTRIC INC. FOR REPAIRS, REMODELING AND GENERAL MAINTENANCE OF THE RENTAL PROPERTY. MR JASON BLAKEMORE IS THE PRINCIPAL OF THE COMPANY AND THE SPOUSE OF ANITA BLAKEMORE, TREASURER OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $15,587,341 | $15,587,341 |
| EXCHANGE TRADED PRODUCTS | $22,157,739 | $22,157,739 |
| STOCKS | $6,620,656 | $6,620,656 |
| BONDS | $5,127,678 | $5,127,678 |
| OTHER HOLDINGS | $10,127,717 | $10,127,717 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $900,667 | $0 | $900,667 |
| BUILDING | $900,668 | $240,181 | $660,487 |
| ROOF | $27,642 | $7,370 | $20,272 |
| REMODEL - UNIT #5 | $121,255 | $16,534 | $104,721 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN FUSE VENTURE PARTNERS ALPHA II | $174,893 | $277,067 | $277,067 |
| INVESTMENT IN SILVERVIEW SPECIAL SITUATIONS LENDING | $2,415,842 | $5,136,665 | $5,136,665 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $420 | $420 | $0 |
| PAYROLL PROCESSING | $1,514 | $379 | $1,135 |
| RENTAL EXPENSES | $49,599 | $49,599 | $0 |
| MARGIN INTEREST EXPENSE | $81 | $81 | $0 |
| EXPENSES FROM K-1 ACL ALTERNATIVE FUND | $54,496 | $54,496 | $0 |
| EXPENSES FROM K-1 FUSE VENTURE PARTNERS | $18,217 | $18,217 | $0 |
| EXPENSES FROM K-1 SILVERVIEW | $19,208 | $19,208 | $0 |
| EXPENSES FROM K-1 FIDELITY VENTURE | $1,891 | $1,891 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 SILVERVIEW | $606,070 | $606,070 | $606,070 |
| K-1 ACL ALTERNATIVE FUND | $1,482 | $1,482 | $1,482 |
| K-1 MONARCH | $121,678 | $121,678 | $121,678 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON MARKETABLE SECURITIES | Desc |
| Amt | $1,601,181 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT - 1620 GARDEN | Desc |
| BOY Book Value | $7,500 | BOYBookValueAmt |
| EOY Book Value | $10,900 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $254,686 | Amt |
| Net Investment Income | $254,686 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,453 | $863 | $2,590 |
| CHARITABLE TRUST REG. FEE | $200 | $0 | $200 |
| FEDERAL EXCISE TAXES | $45,700 | $0 | $0 |
| FOREIGN TAXES | $898 | $898 | $0 |