LOPKER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LOPKER FAMILY FOUNDATION (EIN 77-0448078)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201603169349101255
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T14:44:59-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770076647 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAMITZ BROOKS NIGHTINGALE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 8055654249 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INNOVATION PLACE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL F LOPKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8055654249 | PhoneNum |
| Signature | 2016-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,142,994 | 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 | $4,058,580 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $359,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $359,540 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,175,496 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $359,568 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,287 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $999 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,083 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,370 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $349,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $349,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $386,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $364,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,788,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $345,226 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,708 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,806 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,541,729 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,120,188 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,120,188 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,591,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,142,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,142,994 | 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 | $8,591,437 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,142,994 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,591,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,142,994 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,591,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,142,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,591,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,788,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,821,111 | OtherIncreasesAmt |
| Subtotal | $15,201,304 | SubtotalAmt |
| Other Decreases | $4,058,310 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,142,994 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| QAD INC | 2014-01-01 | 2015-12-31 | $253,203 | $253,203 | $253,203 |
| QAD INC | 2014-01-01 | 2015-12-31 | $106,337 | $106,337 | $106,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $359,540 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $298,354 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,968,621 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042814 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $128,582 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,170,627 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030830 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $133,572 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,650,199 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050401 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,872 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,573,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073652 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $95,347 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,076,667 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088558 | DistributionYr5Rt |
| Total Distribution | 0.286255 | TotalDistributionRt |
| Average Distribution | 0.057251 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,112,431 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $521,696 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,452 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $525,148 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $364,230 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,905 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,905 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $9,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,695 | OverpaymentAmt |
| Applied To ES Tax | $2,695 | 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 | LYNETTE A KUCHTA | IndividualWithBooksNm |
| Phone | 8056846614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INNOVATION PLACE | AddressLine1Txt |
| City | SANTA BARBARA | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KARL F LOPKER | ||||||||
| 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PAMELA M LOPKER | ||||||||
| 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LYNETTE A KUCHTA | ||||||||
| 100 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | TREASURER/FOUNDATION MANAG | 3.00 | $24,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,023,253 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,251,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,251,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,112,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $455,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $455,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,905 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,905 | TotalTaxAmt |
| Distributable Before Adj | $448,717 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $448,717 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $448,717 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $364,230 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $364,230 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $364,230 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $448,717 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,079 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $115,872 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,572 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $307,523 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $364,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $364,230 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $84,487 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $84,487 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $223,036 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $223,036 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,464 | ExcessFromYear4Amt |
| Excess From Year3 | $133,572 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KARL F LOPKER | ContributingManagerNm |
| Contributing Manager | PAMELA M LOPKER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNETTE KUCHTA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INNOVATION PLACE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN | |||||||
| 867 VIA ABAJO | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $2,700 |
| BROWN UNIVERSITY | |||||||
| PO BOX 1843 | PROVIDENCE | RI | 02912 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $20,000 |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 SOUTH LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $5,000 |
| DON BOSCO TECH | |||||||
| 1151 SAN GABRIEL BLVD | ROSEMEAD | CA | 91770 | 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 |
| KINDERING | |||||||
| 16120 NE 8TH STREET | BELLEVUE | WA | 98008 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $5,000 |
| PARENTS FOR SUMMERLAND | |||||||
| PO BOX 899 | SUMMERLAND | CA | 93067 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $500 |
| ST CATHERINE BY THE SEA | |||||||
| 1931 POLI ST | VENTURA | CA | 93003 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE. | $160 |
| UCSB FOUNDATION | |||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $25,000 |
| UNIVERSITY OF CALIFORNIA MERCED | |||||||
| 5200 NORTH LAKE ROAD | MERCED | CA | 95343 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $5,000 |
| SANTA BARBARA HIGH SCHOOL | |||||||
| 700 EAST ANAPAMU STREET | SANTA BARBARA | CA | 93103 | NONE | PC | COMPUTER SCIENCE ACADEMY | $20,000 |
| MOXI - THE WOLF MUSEUM | |||||||
| PO BOX 4808 | SANTA BARBARA | CA | 93140 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $60,000 |
| CSU - CHANNEL ISLANDS FOUNDATION | |||||||
| ONE UNIVERSITY DRIVE | CAMARILLO | CA | 93012 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $20,000 |
| ACHIEVEMENT HOUSE INC | |||||||
| 3003 CUESTA COLLEGE ROAD | SAN LUIS OBISPO | CA | 93405 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $1,000 |
| MOUNT SAINT MARY'S UNIVERSITY | |||||||
| 12001 CHALON ROAD | LOS ANGELES | CA | 90049 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $5,000 |
| SCHOLARSHIP FOUNDATION OF SB | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $50,000 |
| SANTA BARBARA HIGH SCHOOL | |||||||
| 700 EAST ANAPAMU STREET | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $15,000 |
| UCSB GRAND SLAM EVENT | |||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $5,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | NONE | PC | INFECTIOUS DISEASE RESEARCH | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $349,860 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN | |||||||
| 867 VIA ABAJO | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $2,700 |
| BROWN UNIVERSITY | |||||||
| PO BOX 1843 | PROVIDENCE | RI | 02912 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $20,000 |
| CSU - CHANNEL ISLANDS FOUNDATION | |||||||
| ONE UNIVERSITY DRIVE | CAMARILLO | CA | 93012 | 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 | COMPUTER SCIENCE ACADEMY | $2,000 |
| UCSB FOUNDATION | |||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | NONE | PC | IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $69,700 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $116,888 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $116,916 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,916 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KARL F AND PAMELA L LOPKER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INNOVATION PLACE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,058,580 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES - COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $4,058,580 | FairMarketValueAmt |
| Received | 2015-12-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAMITZ, BROOKS & NIGHTINGALE | CategoryTxt |
| Amt | $2,575 | Amt |
| Net Investment Income | $1,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,287 | DisbursementsCharitablePrpsAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | QAD, INC. COMMON | StockNm |
| EOY Book Value | $11,120,188 | EOYBookValueAmt |
| EOYFMV | $11,120,188 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE IN COST AND FMV OF CONTRIBUTION | Desc |
| Amt | $4,058,310 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $55 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $55 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MARKETABLE SECURITIES | Desc |
| Amt | $2,821,111 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,997 | $999 | $998 |
| FILING FEES | $85 | $0 | $85 |
| EXCISE TAXES | $8,168 | $0 | $0 |