DOLOTTA FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DOLOTTA FAMILY CHARITABLE FOUNDATION INC (EIN 22-3694725)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-05
- IRS object ID
- 201741569349100009
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-05T11:09:22-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 TAMARACK CIRCLE | AddressLine1Txt |
| City | SKILLMAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08558 | 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 | 223694725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOLOTTA FAMILY CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID DOLOTTA | InCareOfNm |
| Business Name Control | DOLO | BusinessNameControlTxt |
| Phone | 6096889680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 DEL ORO AVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID DOLOTTA | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6096889680 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa A Herzer | PreparerPersonNm |
| PTIN | P00241348 | PTIN |
| Phone | 6099210900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.17.226.57 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 20967620171565000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-06-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AF75D5ED3520C87E324B163D5C150BDB0CC9CB25 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9BD5C91138F5E22ACC13DAC0358C107B39D0209F | 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 | $2,112,261 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $51,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,640 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,314 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,366 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,001 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,106 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,881 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,881 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,366 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,089 | CashBOYAmt |
| Cash EOY | $5,557 | CashEOYAmt |
| Cash EOYFMV | $5,557 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $51,085 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,811 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,811 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,329,148 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,297,186 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,081,893 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,384,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,327,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,112,261 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,384,322 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,327,554 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,384,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,327,554 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,384,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,327,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,384,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,735 | OtherIncreasesAmt |
| Subtotal | $1,327,554 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,327,554 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 655 ALPS ALERIAN MLP | 2013-05-07 | 2016-09-08 | $8,368 | $9,223 | -$855 | -$855 | |
| 17 ISHARES IBOXX HIGH YIELDBON | 2013-01-31 | 2016-09-22 | $1,478 | $1,598 | -$120 | -$120 | |
| 100 ISHARES IBOXX HIGH YIELDBO | 2013-05-07 | 2016-09-22 | $8,693 | $9,433 | -$740 | -$740 | |
| 90 ISHARES IBOXX INVT GRADEBON | 2013-05-07 | 2016-10-19 | $11,010 | $10,746 | $264 | $264 | |
| 96 ISHARES US CREDIT BOND | 2013-05-07 | 2016-10-20 | $10,871 | $10,795 | $76 | $76 | |
| 259 ISHARES US PREF STOCK | 2013-05-07 | 2016-10-24 | $10,208 | $10,396 | -$188 | -$188 | |
| 390 POWERSHARES EMRG MKTS | 2013-05-07 | 2016-10-03 | $11,973 | $11,891 | $82 | $82 | |
| 267 SELECT SECTOR UTI SELECTSP | 2013-01-31 | 2016-09-21 | $13,453 | $9,662 | $3,791 | $3,791 | |
| 301 WISDOMTREE EMERGING MARKT | 2013-05-07 | 2016-09-21 | $11,453 | $15,582 | -$4,129 | -$4,129 | |
| CAPITAL GAIN DIVIDENDS | $10,133 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,314 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,284 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,014,256 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056241 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $104,155 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,057,294 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050627 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $108,383 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,864,992 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058114 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $95,085 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,655,555 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057434 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,517 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,644,807 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054424 | DistributionYr5Rt |
| Total Distribution | 0.27684 | TotalDistributionRt |
| Average Distribution | 0.055368 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,997,715 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,609 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $594 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $111,203 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,881 | 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 | $594 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $594 | SubtotalAmt |
| Tax Based On Investment Income | $594 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $606 | OverpaymentAmt |
| Applied To ES Tax | $606 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID DOLOTTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056995591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 DELORO AVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| THEODORE A DOLOTTA | ||||||||
| 1205 DEL ORO AVE | SANTA BARBARA | CA | 93109 | PRESIDENT | 0 | $0 | $0 | $0 |
| DAVID G DOLOTTA | ||||||||
| 1205 DEL ORO AVE | SANTA BARBARA | CA | 93109 | TREASURER | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,985,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,773 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,028,137 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,028,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,997,715 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $594 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $594 | TotalTaxAmt |
| Distributable Before Adj | $99,292 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,292 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,292 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,881 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $111,881 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $594 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $111,287 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,292 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,859 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,964 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,103 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,140 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,881 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $99,292 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,589 | RemainingDistriFromCorpusAmt |
| Total Corpus | $67,729 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,859 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,964 | ExcessFromYear4Amt |
| Excess From Year3 | $17,275 | ExcessFromYear3Amt |
| Excess From Year2 | $2,939 | ExcessFromYear2Amt |
| Excess From Year1 | $14,103 | ExcessFromYear1Amt |
| Excess From Current Year | $12,589 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET | 18TH FLOOR | NEW YORK | NY | 10004 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| APGA ENDOWMENT FOR GRADUATE STUDENTS | |||||||
| PO BOX 255 | PRINCETON | NJ | 08542 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| BOXER RESCUE LA | |||||||
| 17514 VENTURA BLVD SUITE 201 | ENCINO | CA | 91316 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $400 | |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 161 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| CCAI | |||||||
| 6920 SOUTH HOLLY CIRCLE | CENTENNIAL | CO | 80112 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 SOUTH LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| HEAL THE BAY | |||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| HEAL THE OCEAN | |||||||
| 1430 CHAPALA | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,500 | |
| LAND TRUST FOR SANTA BARBARA | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 | |
| LEHIGH UNIVERSITY | |||||||
| PO BOX 8500-8285 | PHILADELPHIA | PA | 10178 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $200 | |
| NEW YORK COMMON PANTRY | |||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10129 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| OBERLIN COLLEGE | |||||||
| 50 WEST LORAIN STREET | OBERLIN | OH | 44074 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| PARK CENTURY SCHOOL | |||||||
| 3939 LANDMARK STREET | CULVER CITY | CA | 90232 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 | |
| PEOPLE & STORIESGENTE Y CUENTOS | |||||||
| 140 EAST HANOVER STREET | TRENTON | NJ | 08608 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $200 | |
| PRINCETON AREA COMMUNITY FOUNDATION | |||||||
| 15 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| THE DALTON SCHOOL | |||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 | |
| THE DOE FUND INC | |||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $8,500 | |
| THE FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $200 | |
| THE FRIENDSHIP PADDLE | |||||||
| 920 GARDEN STREET SUITE A | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $800 | |
| THE SURFRIDER FOUNDATION | |||||||
| PO BOX 6010 | SAN CLEMENTE | CA | 92674 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| VENICE ARTS | |||||||
| 1702 LINCOLN BLVD | VENICE | CA | 90291 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| WASHINGTON SCHOOL FOUNDATION | |||||||
| 290 LIGHTHOUSE ROAD | SANTA BARBARA | CA | 93109 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 | |
| BUNS | |||||||
| PO BOX 91452 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $400 | |
| FOOD BANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| ANGELS FOSTER CARE | |||||||
| 3905 STATE STREET | SUITE 7-115 | SANTA BARABARA | CA | 93105 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| AUSTISM SPEAKS | |||||||
| 1060 STATE ROAD | 2ND FLOOR | PRINCETON | NJ | 08540 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| DOCTORS WITHOUT WALLS | |||||||
| PO BOX 3751 | SANTA BARBARA | CA | 93103 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| HAV A SOL | |||||||
| 10736 JEFFERSON BLVD | SUITE 636 | CULVER CITY | CA | 90230 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| HOSPICE OF SANTA BARBARA | |||||||
| 2050 ALAMEDA PADRE SERRA | SUITE 100 | SANTA BARBARA | CA | 93103 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 |
| JUSTGIVE | |||||||
| 312 SUTTER STREET | SUITE 410 | SAN FRANCISCO | CA | 94108 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,229 |
| ORGANIC SOUP KITCHEN | |||||||
| 315 MEIGS ROAD | SUITE A369 | CULVER CITY | CA | 93109 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| PATH | |||||||
| 340 NORTH MADISON AVENUE | LOS ANGELES | CA | 90004 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| RANDALL'S ISLAND PARK ALLIANCE | |||||||
| 24 WEST 61ST STREET | 4TH FLOOR | NEW YORK | NY | 10023 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| THE 300 COMMITTEE | |||||||
| 157 LOCUST STREET | FALMOUTH | MA | 02540 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| MAR VISTA SCHOOL ENRICHMENT GROUP | |||||||
| PO BOX 66008 | LOS ANGELES | CA | 90066 | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 | |
| FRIENDS OF NOBSKA LIGHT | |||||||
| PO BOX 183 | FALMOUTH | MA | 02451 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| SHANE'S INSPIRATION | |||||||
| 1513 BURBANK BOULEVARD | SHERMAN OAKS | CA | 91411 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| GIRL'S INC OF GREATER SANTA BARBARA | |||||||
| PO BOX 236 | SANTA BARBARA | CA | 93102 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $50 | |
| CANCER CENTER OF SANTA BARBARA | |||||||
| 601 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $200 | |
| THE PAUL ROBESON HOUSE | |||||||
| 112 WITHERSPOON STREET | PRINCETON | NJ | 08542 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $100 | |
| DOCTORS WITHOUT BORDERS USA | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $200 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 | |
| GLSEN | |||||||
| 110 WILLIAM STREET 30TH FLOOR | NEW YORK | NY | 10038 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| THE SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET | OAKLAND | CA | 94612 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| TRANSITION HOUSE | |||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| UNITED BOYS & GIRLS CLUB OF SANTA BARBARA COUNTY | |||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,250 | |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $352 | |
| IAAPA | |||||||
| 1448 DUKE STREET | ALEXANDRIA | VA | 22314 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $300 | |
| INTERFAITH INITIATIVE | |||||||
| 1000 SAN ANTONIO CREEK RD | SANTA BARBARA | CA | 93111 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 | |
| GARDEN COURT | |||||||
| 1116 DE LA VINA | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,881 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,052 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,314 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,366 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,366 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,820 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,297,186 | BookValueAmt |
| EOYFMV | $2,081,893 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK FEES | $24 |
| OFFICE SUPPLIES | $37 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| Amt | $1,735 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| NJ FILING FEE | $39 |
| FOREIGN TAXES PAID | $507 |
| FEDERAL TAX | $1,560 |
| INVESTMENT FEES |
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