G A FOWLER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- G A FOWLER FAMILY FOUNDATION (EIN 47-1152264)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349108207
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T18:05:27-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330690020 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVINE LOFGREN MORRIS & ENGELBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4180 LA JOLLA VILLAGE DR STE 300 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471152264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G A FOWLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAFO | BusinessNameControlTxt |
| Phone | 9493992500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH A CLARK | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 9493992500 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DALE SNEAD CPA | PreparerPersonNm |
| PTIN | P00367663 | PTIN |
| Phone | 8584551200 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,280,469 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $58,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,563 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $58,563 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $658,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $658,067 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $658,067 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,626 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $312,653 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $312,653 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $312,653 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,029,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,029,283 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $373,842 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,963 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $29,963 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $41,822 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $41,822 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,195,166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,195,166 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,266,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,266,951 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $781,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $781,056 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,048,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,048,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,018,724 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,029,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $373,842 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,150 | CashBOYAmt |
| Cash EOY | $62,566 | CashEOYAmt |
| Cash EOYFMV | $62,566 | CashEOYFMVAmt |
| Other Investments BOY | $35,173,173 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,060,728 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,060,728 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $104,665 | OtherAssetsBOYAmt |
| Other Assets EOY | $157,175 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $157,175 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,336,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,280,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,280,469 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $6,850,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $8,770,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $6,850,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,770,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $28,486,988 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,510,469 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,486,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,510,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,336,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,280,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,486,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,018,724 | ExcessRevenueOverExpensesAmt |
| Other Increases | $42,205 | OtherIncreasesAmt |
| Subtotal | $27,510,469 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,510,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB #0188 | P | 2024-12-31 | $2,626 | $2,626 | $2,626 |
| SCHWAB #0188 | P | 2024-12-31 | $655,441 | $655,441 | $655,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $658,067 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,626 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,307 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,307 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,307 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,473 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,473 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,166 | OverpaymentAmt |
| Applied To ES Tax | $2,166 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | JOSEPH A CLARK | IndividualWithBooksNm |
| Phone | 9493992500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL EARL | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| NANCY DUBONNET | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR/SECRETARY | 10.00 | $0 | $0 | $0 |
| JOSEPH A CLARK | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR/TREASURER | 10.00 | $0 | $0 | $0 |
| ANDREW H CUMMINS | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| STEPHEN E LEFKOVITS | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROPERTY MANAGEMENT INTERNSHIP PROGRAM HELPING STUDENTS DEVELOP REAL LIFE TRANSFERABLE SKILLS IN REAL ESTATE. | Description1Txt |
| Expenses1 | $1,266,952 | Expenses1Amt |
| Description2 | PROPERTY MANAGEMENT SPECIALIZATION PROGRAM BY DESIGNING AND SPONSORING COLLEGE AND UNIVERSITY PROGRAMS FOR STUDENTS WHO ASPIRE TO BECOME FUTURE LEADERS IN PROPERTY OR ASSET MANAGEMENT. | Description2Txt |
| Expenses2 | $495,956 | Expenses2Amt |
| Description3 | COMMITMENT TO CREATING A PEACEFUL WORLD THROUGH SUSTAINABLE AND PRODUCTIVE OPPORTUNITIES IN HEALTH CARE. | Description3Txt |
| Expenses3 | $186,100 | Expenses3Amt |
| Description4 | SUPPORTING EDUCATION AND ENVIRONMENTAL CONSERVATION CONCERNING THE NATURAL WORLD AND THE HUMAN IMPACT ON IT. | Description4Txt |
| Expenses4 | $99,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,491,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,561,315 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,169,964 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,169,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $557,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,612,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,830,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,048,007 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,048,007 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2014-05-27 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $373,842 | CurrentYearAmt |
| Year1 | $96,169 | Year1Amt |
| Year2 | $502,872 | Year2Amt |
| Year3 | $1,768,967 | Year3Amt |
| Total | $2,741,850 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $317,766 | CurrentYearAmt |
| Year1 | $81,744 | Year1Amt |
| Year2 | $427,441 | Year2Amt |
| Year3 | $1,503,622 | Year3Amt |
| Total | $2,330,573 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,048,007 | CurrentYearAmt |
| Year1 | $2,230,054 | Year1Amt |
| Year2 | $2,470,209 | Year2Amt |
| Year3 | $2,395,268 | Year3Amt |
| Total | $9,143,538 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,048,007 | CurrentYearAmt |
| Year1 | $2,230,054 | Year1Amt |
| Year2 | $2,470,209 | Year2Amt |
| Year3 | $2,395,268 | Year3Amt |
| Total | $9,143,538 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,220,414 | CurrentYearAmt |
| Year1 | $1,218,985 | Year1Amt |
| Year2 | $1,227,125 | Year2Amt |
| Year3 | $1,617,986 | Year3Amt |
| Total | $5,284,510 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTHERN VIRGINIA COMMUNITY COLLEGE | |||||||
| 4001 WAKEFIELD CHAPEL ROAD | ANNANDALE | VA | 22003 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 |
| SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA ST STE 200 | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,000 |
| ULI FOUNDATION | |||||||
| 2001 L STREET NW SUITE 200 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,000 |
| ADOPT-A-CLASSROOM INC | |||||||
| 10 S 5TH ST SUITE 835 | MINNEAPLIS | MN | 55402 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,356 |
| GOODWILL NYNJ | |||||||
| 25 ELM PLACE 3RD FLOOR | BROOKLYN | NY | 11201 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,500 |
| MSS | |||||||
| 900 OCEAN STREET | ST PAUL | MN | 55106 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,500 |
| PALOMAR COMMUNITY COLLEGE | |||||||
| 1140 W MSN | SAN MARCOS | CA | 92069 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,500 |
| SOUTHERN IL UNIVERSITY EDWARDSVILLE | |||||||
| 6 HAIRPIN DR | EDWARDSVILLE | IL | 62026 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,500 |
| COLORADO STATE UNIVERITY | |||||||
| 102 ADMINISTRATION BUILDING | FORT COLLINS | CO | 80523 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,000 |
| PROJECT MANAGEMENT ACADEMY | |||||||
| 2701 MAIN ST | IRNE | CA | 92614 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,000 |
| UNIVERSITY OF NORTHERN COLORADO | |||||||
| 1410 20TH ST GREELEY | GREELEY | CO | 80639 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,000 |
| BLINN COLLEGE | |||||||
| 902 COLLEGE AVE | BRENHAM | TX | 77833 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| FINE PRINT FUNDING | |||||||
| 9834 APPLE TREE DRIVE UNIT E | SAN DIEGO | CA | 92124 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| GLENDALE COMMUNITY COLLEGE | |||||||
| 1500 N VERDUGO RD | GLENDALE | CA | 91208 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| KULTURECITY | |||||||
| 732 MONTGOMERY HIGHWAY PMB 392 | VESTAVIA HILLS | AL | 35216 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $2,500 |
| NICK JOHNSON MEMORIAL SCHOLARSHIP FUND | |||||||
| 5221 CHEADLE HALL | SANTA BARBARA | CA | 96793 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| ST MARY'S COLLEGE OF MARYLAND | |||||||
| 18952 E FISHER RD | ST MARYS CITY | MD | 20686 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| WAUBONSEE COMMUNITY COLLEGE | |||||||
| RR 47 AT WAUBONSEE | SUGAR GROVE | IL | 60554 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| WILBUR WRIGHT COLLEGE | |||||||
| 4300 N NARRAGANSETT AVE | CHICAGO | IL | 60634 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| LOYOLA UNIVERSITY | |||||||
| 1032 W SHERIDAN RD | CHICAGO | IL | 60660 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $3,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 359505 | SEATTLE | WA | 98195 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $3,500 |
| BOY SCOUTS OF AMERICA | |||||||
| 1750 FIESTA RD | SAN DIEGO | CA | 92109 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 |
| BREAKTHROUGH NEW YORK | |||||||
| 123 WILLIAM STREET 4TH FLOOR | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $5,000 |
| HEAL THE OCEAN | |||||||
| 1430 CHAPALA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,000 |
| HOSPICE OF SANTA BARBARA INC | |||||||
| 2050 ALAMEDA PADRE SERRA STE 100 | SANTA BARBARA | CA | 93103 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,000 |
| I STAND WITH MY PACK | |||||||
| 10736 JEFFERSON BLVD 273 | CULVER CITY | CA | 90230 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,000 |
| LEADING FROM WITHIN | |||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $5,000 |
| MAMA'S KITCHEN | |||||||
| 3960 HOME AVE | SAN DIEGO | CA | 92105 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,000 |
| SHINING STARS FOUNDATION | |||||||
| PO BOX 2790 | WINTER PARK | CO | 80482 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $5,000 |
| VIRGINIA TECH FOUNDATION | |||||||
| 902 PRICES FORK RD STE 2400 | BLACKSBURG | VA | 24061 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 |
| 1 FOR THE PLANET | |||||||
| 50 LAKESIDE AVENUE 341 | BURLINGTON | VT | 05401 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $7,500 |
| LEADING FROM WITHIN | |||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $9,000 |
| SANTA BARBARA BOWL FOUNDATION | |||||||
| 1122 N MILPAS ST | SANTA BARABARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $9,000 |
| NP2 | |||||||
| 336 BON AIT CTR 234 | GREENBRAE | CA | 94904 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $10,000 |
| YMCA RETIREMENT FUND | |||||||
| 1177 6TH AVE 16TH FLOOR | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $10,000 |
| PLANNED PARENTHOOD OF THE CENTRAL COAST | |||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $10,100 |
| ALL SAINTS BY THE SEA EPISCOPAL CHURCH | |||||||
| 83 EUCALYPTUS LN | SANTA BARBARA | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $12,600 |
| AFRICAN WOMEN RISING | |||||||
| 801 COLD SPRING ROAD | SANTA BARBARA | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $25,000 |
| LOMPOC TEEN CENTER | |||||||
| 732 N H ST | LOMPOC | CA | 93436 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $25,000 |
| MISSION SCHOLARS | |||||||
| 4966 YAPLE AVE | SANTA BARBARA | CA | 93111 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $25,000 |
| WHITE BUFFALO LAND TRUST | |||||||
| PO BOX 5100 | SANTA BARBARA | CA | 93150 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $25,000 |
| CALM | |||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $27,500 |
| UC REGENTS | |||||||
| 220 MONTGOMERY ST FL 5 | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $30,000 |
| PEOPLE'S SELF HELP HOUSING | |||||||
| 1060 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $50,000 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $50,000 |
| SIEMPRE UNIDOS | |||||||
| 1001 SMITH ROAD | MILL VALLEY | CA | 94941 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $50,000 |
| FREEDOM 4 YOUTH | |||||||
| 187 S PATTERSON AVE SUITE A | SANTA BARBARA | CA | 93111 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $60,000 |
| USD BURNHAM-MOORES CENTER | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $60,000 |
| CALIFORNIA STATE UNIVERSITY | |||||||
| 401 GOLDEN SHORE | LONG BEACH | CA | 90802 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $70,000 |
| THE CAMPANILE FOUNDATION | |||||||
| 5500 CAMPANILE DR | SAN DIEGO | CA | 92182 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $120,000 |
| IAN BURKHART FOUNDATION | |||||||
| 8419 GLENEAGLES CT | DUBLIN | OH | 43017 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $781,056 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,563 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $312,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $658,067 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,029,283 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,029,283 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,963 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,963 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS IN FUNDS | FMV | $15,574,739 | $15,574,739 |
| INVESTMENTS - LAND | FMV | $20,485,989 | $20,485,989 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID INCOME TAXES | $24,800 | $24,800 | $24,800 |
| DISTRIBUTIONS RECEIVABLE | $74,989 | $132,375 | $132,375 |
| ELVERTA 59-1/2-A/R | $4,876 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROPERTY MANAGEMENT INTERNSHIP PROGRAM | Desc |
| Revenue And Expenses Per Books | $1,195,166 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,195,166 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $312,653 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $312,653 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $312,653 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON CHARLES SCHWAB ACCOUNT | Desc |
| Amt | $42,205 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY A FOWLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAXES | CategoryTxt |
| Amt | $41,822 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $41,822 | DisbursementsCharitablePrpsAmt |
Comments