BELLOWE FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BELLOWE FAMILY FOUNDATION (EIN 77-0456981)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-03
- IRS object ID
- 201711239349101006
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-03T18:19:33-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770181453 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASIF HICKS HARRIS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WEST ANAPAMU STREET SUITE B | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770456981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARNOLD & JILL BELLOWE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 8059692429 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 PARK LANE | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARNOLD BELLOWE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8059692429 | PhoneNum |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFERY P HARRIS | PreparerPersonNm |
| PTIN | P01070180 | PTIN |
| Phone | 8059661521 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.71.230.116 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-01 | IPDt |
| IP Tm | 18:12:18 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5A9B14E3D6F391767C25036D267CE740E50F768C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5A9B14E3D6F391767C25036D267CE740E50F768C | 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 | $1,277,232 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,769 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,198 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,162 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,081 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,081 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,274 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,893 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,893 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,974 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,220 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,194 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,038 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,380 | CashBOYAmt |
| Cash EOY | $9,804 | CashEOYAmt |
| Cash EOYFMV | $9,804 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $92,077 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,316 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,145,906 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,219,054 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,233,112 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,256,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,263,174 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,277,232 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,256,363 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,263,174 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,256,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,174 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,256,363 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,263,174 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,256,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,613 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,198 | OtherIncreasesAmt |
| Subtotal | $1,263,174 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,174 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SCHWAB (CAP GAIN DISTRIBUTIONS) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $53,769 | GrossSalesPriceAmt |
| Gain Or Loss | $53,769 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $53,769 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,769 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,118 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,264,007 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053891 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,764 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,344,862 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052618 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,961 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,325,018 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037706 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,914 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,310,561 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050294 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,487 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,314,992 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054363 | DistributionYr5Rt |
| Total Distribution | 0.248872 | TotalDistributionRt |
| Average Distribution | 0.049774 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,223,720 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,909 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $730 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,639 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,194 | 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 | $730 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $730 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $730 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $960 | TotalPaymentsAndCreditsAmt |
| Overpayment | $230 | OverpaymentAmt |
| Applied To ES Tax | $230 | 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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JILL BELLOWE CFO | IndividualWithBooksNm |
| Phone | 8059692429 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 PARK LANE | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARNOLD BELLOWE | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JILL BELLOWE | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| STACY TAGER | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREG BELLOWE | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,184,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,101 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,242,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,242,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,635 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,223,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,186 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,186 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $730 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $730 | TotalTaxAmt |
| Distributable Before Adj | $60,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,456 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,194 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,194 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $730 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,464 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,762 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,194 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,762 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,432 | 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 | $49,024 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARNOLD BELLOWE | ContributingManagerNm |
| Contributing Manager | JILL BELLOWE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS - PACIFIC DIVISION | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | NONE | EXEMPT | CHARITABLE | $250 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 5 PENN PLAZA 14TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $100 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 823 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $100 | |
| BALLENISLE CHARITY FUND | ||||||||
| 100 BALLENISLES CIRCLE | PALM BEACH | FL | 33418 | NONE | EXEMPT | CHARITABLE | $250 | |
| BOYS AND GIRLS CLUB OF SANTA BARBARA | ||||||||
| 632 E CANNON PERDIDO ST | SANTA BARBARA | CA | 93103 | NONE | EXEMPT | CHARITABLE | $100 | |
| CALM | ||||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| CHAUTAUQUA FOUNDATION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| CHAUTAUQUA INSTITUTION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $10,100 | |
| CHAUTAUQUA LAKE ASSOCIATION | ||||||||
| 429 E TERRACE AVE | LAKEWOOD | NY | 14750 | NONE | EXEMPT | CHARITABLE | $500 | |
| CHAUTAUQUA WATERSHED CONSERVANCY | ||||||||
| 413 NORTH MAIL STREET | JAMESTOWN | NY | 14701 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| CHILD ADVOCACY PROGRAM OF CHAUTATUQUA COUNTY | ||||||||
| 405 W 3RD STREET | JAMESTOWN | NY | 14701 | NONE | EXEMPT | CHARITABLE | $100 | |
| CITY LACROSS | ||||||||
| 702 STRAND STREET | SANTA MONICA | CA | 90405 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | EXEMPT | CHARITABLE | $100 | |
| CLEVELAND INSTITUTE OF MUSIC | ||||||||
| 11021 EAST BLVD | CLEVELAND | OH | 44106 | NONE | EXEMPT | CHARITABLE | $100 | |
| CONNECTING TO CURE CROHN'S AND COLITIS | ||||||||
| 269 S BEVERLY DRIVE 243 | BEVERLY HILLS | CA | 90212 | NONE | EXEMPT | CHARITABLE | $500 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) | ||||||||
| 100 W HARRISON NORTH TOWER SUITE | SEATTLE | WA | 98119 | NONE | EXEMPT | CHARITABLE | $250 | 500 |
| DIRECT RELIEF INTERNATIONAL | ||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| EDEN REFORESTATION PROJECTS | ||||||||
| 150 E MEDA AVE STE 210 | GLENDORA | CA | 91741 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| ENSEMBLE THEATRE | ||||||||
| 914 SANTA BARBARA ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| FOOD BANK OF SANTA BARBARA | ||||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | EXEMPT | CHARITABLE | $500 | |
| FOUNDATION FOR SBCC | ||||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVENUE 34TH FL | NEW YORK | NY | 10118 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| I TRI- GIRLS FOUNDATION | ||||||||
| PO BOX 567 | EAST HAMPTON | NY | 11937 | NONE | EXEMPT | CHARITY | $500 | |
| KCLU PUBLIC RADIO | ||||||||
| 60 WEST OLSEN RD 4400 | THOUSAND OAKS | CA | 91360 | NONE | EXEMPT | CHARITABLE | $500 | |
| LOBERO THEATER FOUNDATION | ||||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITY | $250 | |
| MARJORIE LUKE THEATER | ||||||||
| 721 E COST STREET | SANTA BARBARA | CA | 93103 | NONE | EXEMPT | CHARITY | $250 | |
| NORTHEASTERN UNIVERSITY SCHOOL OF LAW | ||||||||
| 400 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | EXEMPT | CHARITY | $250 | |
| PATH SANTA BARBARA | ||||||||
| PO BOX 24116 | SANTA BARBARA | CA | 93121 | NONE | EXEMPT | CHARITY | $500 | |
| PBS OF SOCAL | ||||||||
| PO BOX 25113 | SANTA ANA | CA | 92799 | NONE | EXEMPT | CHARITABLE | $500 | |
| PLANNED PARENTHOOD SBVSLO | ||||||||
| DEVELOPMENT DEPT 518 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITY | $250 | |
| ROBERT H JACKSON CENTER | ||||||||
| 305 EAST 4TH ST PO BOX 879 | JAMESTOWN | NY | 14702 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| SANSUM CLINIC | ||||||||
| PO BOX 1200 | SANTA BARBARA | CA | 93102 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | EXEMPT | CHARITABLE | $500 | |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $2,820 | |
| SANTA BARBARA ZOO | ||||||||
| 500 NINOS DR | SANTA BARBARA | CA | 93103 | NONE | EXEMPT | CHARITABLE | $250 | |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | ||||||||
| 2253 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | NONE | EXEMPT | CHARITY | $100 | |
| STATE STREET BALLET | ||||||||
| 2285 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | NONE | EXEMPT | CHARITY | $11,000 | |
| TRANSITION HOUSE | ||||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| UC IRVINE FOUNDATION | ||||||||
| 555 ALDRICH HALL | IRVINE | CA | 92697 | NONE | EXEMPT | CHARITY | $100 | |
| UCSB (UC REGENTS) | ||||||||
| UNIVERSITY OF SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | EXEMPT | CHARITABLE | $5,250 | |
| UNITED WAY OF SANTA BARBARA | ||||||||
| 320 E GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $500 | |
| VENICE FAMILY CLINIC | ||||||||
| 622 ROSE AVENUE | VENICE | CA | 90291 | NONE | EXEMPT | CHARITY | $500 | |
| WOMEN'S FUND OF SANTA BARBARA | ||||||||
| 15 E CARRILLO STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,220 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,429 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,769 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,198 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,198 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,162 | Amt |
| Net Investment Income | $1,081 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,081 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS (CHARLES SCHWAB) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,219,054 | BookValueAmt |
| EOYFMV | $1,233,112 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-TAXABLE DISTRIBUTIONS/RETURNS OF CAPITAL | Desc |
| Amt | $1,198 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FTB FILING FEES | $10 | $10 | $0 |
| AG FILING FEE | $25 | $25 | $0 |
| FEDERAL EXCISE TAXES | $1,231 | $0 | $0 |
| FOREIGN TAX ON INVESTMENTS | $8 | $8 | $0 |
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