CANCER FOUNDATION OF SANTA BARBARA: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CANCER FOUNDATION OF SANTA BARBARA (EIN 95-2158727)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-08
- IRS object ID
- 201633139349301493
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-08T12:34:48-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952089835 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTLETT PRINGLE & WOLF LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1123 CHAPALA ST PO BOX 90860 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931900860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952158727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANCER FOUNDATION OF SANTA BARBARA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CANC | BusinessNameControlTxt |
| Phone | 8056827300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WEST JUNIPERO | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931054311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK SCOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8055635880 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BRITTON | PreparerPersonNm |
| PTIN | P00290353 | PTIN |
| Phone | 8059637811 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICK SCOTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST JUNIPERO | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $59,854,534 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CCSB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO BE A NON-PROFIT FUNDRAISING AND GRANT MAKING ORGANIZATION DEDICATED TO CANCER CARE IN SANTA BARBARA COUNTY.THE ORGANIZATION IS FOCUSED ON FUNDRAISING AND PROVIDING GRANTS TO THE CANCER CENTER OF SANTA BARBARA WITH SANSUM CLINIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 41 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,830,162 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,517,349 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,045 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,758 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,584,123 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,665,550 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,757,592 | PYOtherRevenueAmt |
| CY Other Revenue | $1,749,615 | CYOtherRevenueAmt |
| PY Total Revenue | $15,186,922 | PYTotalRevenueAmt |
| CY Total Revenue | $22,934,272 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,980,291 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,892,640 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $152,830 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $534,374 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $568,416 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,554,280 | PYOtherExpensesAmt |
| CY Other Expenses | $2,253,200 | CYOtherExpensesAmt |
| PY Total Expenses | $4,687,401 | PYTotalExpensesAmt |
| CY Total Expenses | $6,680,214 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,499,521 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,254,058 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $91,151,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,527,509 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $446,779 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,258,793 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $90,704,306 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $101,268,716 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CANCER FOUNDATION IS THE LEADING SPONSOR AND LARGEST DONOR TO CANCER CENTER OF SANTA BARBARA WITH SANSUM CLINIC, THE LARGEST PROVIDER OF CANCER CARE ON THE CENTRAL COAST. EACH YEAR, THE FOUNDATION COMMITS A MINIMUM OF 85% (UP TO 100%) OF THE PROCEEDS FROM THE FOUNDATION'S ENDOWMENT AND FUNDRAISING EFFORTS TO SUPPORT CANCER DIAGNOSIS, TREATMENT, RESEARCH, TECHNOLOGY, AND SUPPORT PROGRAMS IN OUR AREA. THE REMAINING 15% MAY BE USED TO SUPPORT OTHER CANCER RELATED PROGRAMS IN SANTA BARBARA COUNTY. HISTORICALLY, THESE HAVE INCLUDED ONCOLOGY BENCHMARK RESEARCH AT UCSB, PEDIATRIC CANCER CARE, AND NAVIGATORS AT COTTAGE HEALTH SYSTEM. ALL OF FOUNDATION PROCEEDS MUST BE USED TO SUPPORT CANCER CARE IN THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,700,608 | ExpenseAmt |
| Grant | $3,892,640 | GrantAmt |
| Revenue | $4,402,714 | RevenueAmt |
| Desc | TO ENSURE SANTA BARBARA REMAINS IN THE VANGUARD OF CANCER CARE, THE CANCER FOUNDATION RAISES AND DISTRIBUTES MILLIONS OF DOLLARS EACH YEAR TO THE CANCER CENTER OF SANTA BARBARA WITH SANSUM CLINIC ALLOWING THE CENTER TO DELIVER A HIGHER LEVEL OF CARE THAN WOULD OTHERWISE BE POSSIBLE IN A COMMUNITY OF OUR SIZE, ON PAR WITH SOME OF THE MOST RENOWNED CANCER CENTERS IN THE U.S. THE CANCER FOUNDATION CONTRIBUTED OVER $2.9 MILLION IN 2015 TO THE CANCER CENTER OF SANTA BARBARA WITH SANSUM CLINIC AND HAS COMMITTED $2.8 MILLION TO THE CENTER IN 2016. | Desc |
| Total Program Service Expenses | $4,700,608 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAD HINE AND RICK SCOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056817700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 470 S PATTERSON AVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| HUGH BOSS | |||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM JACKSON | |||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ART MEROVICK | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GENE MILLER | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE MCHUGH | |||||||
| CHAIR EMERITUS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE BIRCH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| C MICHAEL COONEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK FOSTER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VICKI HAZARD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL ROTHMAN PHD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANE COTTER MD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VAL MONTGOMERY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LES CHARLES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM METZINGER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM WEISENBURGER MD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED KASS MD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY SCHIZAS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK SCOTT | |||||||
| PRESIDENT | 40.00 | Yes (X) | $144,089 | $0 | $0 | ||
| ROBERT DUNTON | |||||||
| DIRECTOR OF PHILANTHROPY | 40.00 | $127,699 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $271,788 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SANSUM CLINIC | |||||
| 470 S PATTERSON AVE | SANTA BARBARA | CA | 93111 | GRANTS TO SUPPORT CANCER CARE | $4,017,018 |
| GL BRUNO ASSOCIATES | |||||
| 855 M STREET | FRESNO | CA | 93721 | CONSTRUCTION SERVICES | $1,104,850 |
| CANTERBURY CONSULTING INC | |||||
| 660 NEWPORT CENTER DRIVE SUITE 300 | NEWPORT BEACH | CA | 92660 | PROFESSIONAL SERVICES | $169,272 |
| PRICE POSTEL PARMA LLP | |||||
| PO BOX 99 | SANTA BARBARA | CA | 93102 | LEGAL SERVICES | $103,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $241,025 | FundraisingAmt |
| All Other Contributions | $18,276,324 | AllOtherContributionsAmt |
| Noncash Contributions | $177,479 | NoncashContributionsAmt |
| Total Contributions | $18,517,349 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER OPERATING REVENUE | Desc |
| Business | 621400 | BusinessCd |
| Total Revenue Column | $1,758 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,758 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,758 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,067,214 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,067,214 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,736,043 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $637 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,735,406 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,735,406 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,735,406 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,488,080 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,889,744 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,598,336 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,598,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,598,336 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $44,090 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $241,025 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $29,881 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,209 | TotalRevenueColumnAmt |
| Exclusion | $14,209 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,934,272 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,402,714 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,209 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,864,885 | TotalAmt |
| Program Services | $3,864,885 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,755 | TotalAmt |
| Program Services | $27,755 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,089 | TotalAmt |
| Management And General | $144,089 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,110 | TotalAmt |
| Management And General | $95,996 | ManagementAndGeneralAmt |
| Fundraising | $218,114 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,597 | TotalAmt |
| Management And General | $11,925 | ManagementAndGeneralAmt |
| Fundraising | $11,672 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,127 | TotalAmt |
| Management And General | $16,385 | ManagementAndGeneralAmt |
| Fundraising | $15,742 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,451 | TotalAmt |
| Management And General | $10,431 | ManagementAndGeneralAmt |
| Fundraising | $10,020 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,898 | TotalAmt |
| Management And General | $110,898 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,992 | TotalAmt |
| Management And General | $35,992 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,185 | TotalAmt |
| Management And General | $388,542 | ManagementAndGeneralAmt |
| Fundraising | $145,643 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,235 | TotalAmt |
| Management And General | $80,129 | ManagementAndGeneralAmt |
| Fundraising | $8,106 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,792 | TotalAmt |
| Management And General | $15,792 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,813 | TotalAmt |
| Program Services | $782,044 | ProgramServicesAmt |
| Management And General | $430,769 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,425 | TotalAmt |
| Management And General | $55,425 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| DIRECT EXPENSES OF FUND | $56,405 | $56,405 | ||
| PRINTING & PUBLICATIONS | $47,342 | $47,173 | $169 | |
| MISC EXPENSES | $31,454 | $5,201 | $329 | $25,924 |
| SERVICE FEES | $28,447 | $18,721 | $9,726 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,212 | TotalAmt |
| Management And General | $4,593 | ManagementAndGeneralAmt |
| Fundraising | $31,619 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,680,214 | TotalAmt |
| Program Services | $4,700,608 | ProgramServicesAmt |
| Management And General | $1,411,190 | ManagementAndGeneralAmt |
| Fundraising | $568,416 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,420,961 | BOYAmt |
| EOY | $4,912,819 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,204,699 | BOYAmt |
| EOY | $525,976 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,417,760 | BOYAmt |
| EOY | $7,621,380 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,081 | BOYAmt |
| EOY | $36,431 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $921,423 | BOYAmt |
| EOY | $917,034 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,006 | BOYAmt |
| EOY | $816,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,302,150 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,739,924 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,941,217 | BOYAmt |
| EOY | $23,562,226 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,650,269 | BOYAmt |
| EOY | $46,190,076 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,645,198 | BOYAmt |
| EOY | $10,161,047 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,069,471 | BOYAmt |
| EOY | $10,784,090 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,151,085 | BOYAmt |
| EOY | $105,527,509 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,779 | BOYAmt |
| EOY | $1,625,239 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,633,554 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,779 | BOYAmt |
| EOY | $4,258,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,076,917 | BOYAmt |
| EOY | $70,617,315 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,422,375 | BOYAmt |
| EOY | $22,878,510 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,205,014 | BOYAmt |
| EOY | $7,772,891 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,704,306 | BOYAmt |
| EOY | $101,268,716 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,151,085 | BOYAmt |
| EOY | $105,527,509 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,254,058 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,675,295 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,014,353 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,731,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,160,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,426,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,906,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,561,439 | CurrentTaxYearAmt |
| Total | $31,786,348 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,731,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,160,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,426,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,906,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,561,439 | CurrentTaxYearAmt |
| Total | $31,786,348 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,313,644 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,472,704 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,085,463 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,958,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,112,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,345,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,803,257 | CurrentTaxYearAmt |
| Total | $13,304,408 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,090,756 | TotalSupportAmt |
| Public Support CY170 | 0.63150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,482,777 | BeginningYearBalanceAmt |
| Contributions | $19,264,264 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,902,662 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,860,715 | OtherExpendituresAmt |
| End Year Balance | $64,983,664 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,120,732 | BeginningYearBalanceAmt |
| Contributions | $138,561 | ContributionsAmt |
| Investment Earnings Or Losses | $2,180,345 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,956,861 | OtherExpendituresAmt |
| End Year Balance | $53,482,777 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,731,963 | BeginningYearBalanceAmt |
| Contributions | $48,047 | ContributionsAmt |
| Investment Earnings Or Losses | $6,575,982 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $235,260 | OtherExpendituresAmt |
| End Year Balance | $57,120,732 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,183,379 | BeginningYearBalanceAmt |
| Contributions | $270,554 | ContributionsAmt |
| Investment Earnings Or Losses | $6,794,220 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,516,190 | OtherExpendituresAmt |
| End Year Balance | $50,731,963 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,052,624 | BeginningYearBalanceAmt |
| Contributions | $428,009 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,221,064 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $76,190 | OtherExpendituresAmt |
| End Year Balance | $54,183,379 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.64400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.23600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,659,702 | OtherCostOrOtherBasisAmt |
| Book Value | $12,659,702 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,350,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,204,610 | DepreciationAmt |
| Book Value | $2,145,877 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,001,352 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,178,512 | DepreciationAmt |
| Book Value | $1,822,840 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,020,216 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,356,802 | DepreciationAmt |
| Book Value | $1,663,414 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,270,393 | OtherCostOrOtherBasisAmt |
| Book Value | $5,270,393 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,562,226 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN PARTNERSHIP | Desc |
| Book Value | $10,161,047 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,161,047 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CHARITABLE REMAINDER TRUSTS | $210,774 |
| PERPETUAL INCOME INTEREST | $3,366,967 |
| ASSETS HELD IN CRT | $7,206,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,784,090 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE REMAINDER TRUSTS | Desc |
| Amt | $2,633,554 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,633,554 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,258,977 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,675,295 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$4,675,295 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,934,272 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,934,272 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,680,214 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,680,214 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,680,214 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE FOUNDATION'S INFORMATIONAL RETURNS FILED IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. AS A RESULT, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2011. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BARBARA IRELAND WALK | Event1Nm |
| Gross Receipts Event1 | $69,635 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $57,310 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,325 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $14,231 | OtherDirectExpensesEvent1Amt |
| Event2 | CANCER CENTER WALK/RUN | Event2Nm |
| Gross Receipts Event2 | $215,480 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $183,715 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $31,765 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $15,650 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $285,115 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $241,025 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $44,090 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,881 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,881 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,209 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SANTA BARBARA COTTAGE HOSPITAL | ||||||||
| 400 W PUEBLO ST | SANTA BARBARA | CA | 93105 | 951644629 | 501(C)(3) | $91,068 | FAIR MARKET VALUE | PEDIATRIC ONCOLOGY AND GENERAL SERVICES |
| SANSUM CLINIC | ||||||||
| 470 S PATTERSON | SANTA BARBARA | CA | 93111 | 956419205 | 501(C)(3) | $3,718,817 | FAIR MARKET VALUE | DIAGNOSING, TREATING, RESEARCHING, & GENERAL CANCER CARE |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | ||||||||
| 3227 CHEADLE HALL | SANTA BARBARA | CA | 93106 | 956006145 | 501(C)(3) | $10,000 | FAIR MARKET VALUE | RESEARCH FELLOWSHIP, MONTORSHIP & GENERAL SERVICES |
| TEDDY BEAR CANCER FOUNDATION | ||||||||
| 2320 BATH ST | SANTA BARBARA | CA | 93105 | 141872081 | 501(C)(3) | $45,000 | FAIR MARKET VALUE | PROVIDE FINANCIAL SUPPORT TO FAMILIES OF CHILDREN WITH CANCER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MEDICAL TREATMENT COSTS | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $27,755 | CashGrantAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SPECIFIC ASSISTANCE IS GIVEN TO INDIGENT CANCER PATIENTS TO ASSIST THEM WITH ANCILLARY COSTS DURING TREATMENT. ASSISTANCE IS IN CONJUNCTION WITH THE CENTER'S CHARITY CARE POLICY AND IS COORDINATED THROUGH THE SOCIAL SERVICES DEPARTMENT. SPECIFIC ASSISTANCE INCLUDES TRANSPORTATION REIMBURSEMENT TO THE TREATMENT FACILITY, LODGING, FOOD, EXERCISE PROGRAMS, MEDICAL SUPPLIES AND SUPPORT GROUP COSTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $209,944 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HI LO METHOD | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $429,718 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | PROPERTY LISTING AND SELLING; COLDWELL BANKER RESIDENTIAL BROKERAGE-CAL BRE LIC #00616212/#00771422 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 WAS DISTRIBUTED TO THE BOARD FINANCE COMMITTEE PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH BOARD MEMBER MUST SIGN ACKNOWLEDGEMENT THAT HE/SHE HAS READ AND UNDERSTOOD THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND AGREES TO COMPLY WITH THE TERMS STATED IN THE POLICY. ANNUALLY, EACH BOARD MEMBER MUST DISCLOSE IN WRITING ANY CONFLICT OF INTEREST IN CONNECTION WITH THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, THE HUMAN RESOURCES DEPARTMENT PROVIDES COMPARABLE SALARY DATA TO THE BOARD FOR REVIEW AND APPROVAL OF THE PRESIDENT'S SALARY AND BENEFIT COMPENSATION PACKAGE. PERIODICALLY, THIS PACKAGE IS REVIEWED BY LEGAL COUNSEL. |
| FORM 990, PART VI, SECTION C, LINE 18 | COPIES OF THE FOUNDATION'S 990 NON-PROFIT TAX RETURN ARE AVAILABLE UPON REQUEST OR INSPECTION AT THE FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OR INSPECTION AT THE FOUNDATION. |
| FORM 990, PART XI, LINE 9: | FUNDRAISING EVENTS 29,881. RENTAL EXPENSE 637. CHANGE IN VALUE OF INTEREST IN CRTS -1,044,871. |
| FORM 990, PART XII, LINE 2C | CANCER FOUNDATION OF SANTA BARBARA HAS NOT CHANGED EITHER THE OVERSIGHT PROCESS OF THE FINANCIAL STATEMENT AUDIT OR SELECTION OF THE INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. |
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