BRITTINGHAM FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BRITTINGHAM FAMILY FOUNDATION (EIN 26-2992045)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-08
- IRS object ID
- 201612219349100631
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-08T17:58:05-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953680171 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGOWAN GUNTERMANN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E VICTORIA ST 2ND FLOOR | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931012018 | 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 | 262992045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRITTINGHAM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIT | BusinessNameControlTxt |
| Phone | 8059695415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1482 E VALLEY ROAD NO 703 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BRITTINGHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8059695415 | PhoneNum |
| Signature | 2016-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISLEY N REED CPA | PreparerPersonNm |
| PTIN | P00025230 | PTIN |
| Phone | 8059629175 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,753,233 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $49,877 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,877 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $326,523 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $326,523 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $9,150 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $9,150 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $7,400 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,430,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,642,328 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,430,817 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $75,329 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67,922 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,891,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,884,289 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $250,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $85,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $57,200 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $70,745 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,182 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $47,503 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,076 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $129,384 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $122,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,837 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,432 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,438 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $897 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $45,331 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,750 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $247,140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $196,208 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,175 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $898,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $361,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $276,316 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,552,254 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,552,254 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,450,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $361,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,828,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,558,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,522,717 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $920,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,061,937 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,061,937 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,911,964 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,282,535 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,865,716 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,256,157 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,133,553 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,016,728 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,290,419 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,338,585 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,803,799 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,233 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,078 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,052 | LandBOYAmt |
| Land EOY | $2,155 | LandEOYAmt |
| Land EOYFMV | $2,155 | LandEOYFMVAmt |
| Other Assets BOY | $2,898 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,898 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,898 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,384,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,821,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,753,233 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $55,570 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $51,018 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $55,570 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,018 | 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 | $35,329,413 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,770,645 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,329,413 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,770,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,384,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,821,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,329,413 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,558,768 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,770,645 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,770,645 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MARKETABLE SECURITIES - DETAIL AVAILABLE UPON REQUEST | P | 2015-12-31 | $9,479,174 | $8,211,511 | $1,267,663 | $1,267,663 |
| K-1 SECTION 1231 | P | 2015-12-31 | $163,154 | $163,154 | $163,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,430,817 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,849,749 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,722,372 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084198 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,619,392 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,288,056 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079919 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,259,712 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,302,884 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077056 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,132,585 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $43,691,690 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071698 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,236,213 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $45,483,645 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049165 | DistributionYr5Rt |
| Total Distribution | 0.362036 | TotalDistributionRt |
| Average Distribution | 0.072407 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $44,333,534 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,210,058 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,227 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,225,285 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,828,570 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,454 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,454 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,454 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,440 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $41,440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,986 | OverpaymentAmt |
| Applied To ES Tax | $10,986 | 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 |
| Org Report Or Register State | DE | 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 | WWW.BRITTINGHAMFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BRITTINGHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059695415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1482 E VALLEY ROAD SUITE 703 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT BRITTINGHAM | ||||||||
| 559 SAN YSIDRO ROAD SUITE B | SANTA BARBARA | CA | 93108 | PRESIDENT | 30.00 | $150,000 | $4,727 | $0 |
| ELLA BRITTINGHAM | ||||||||
| 559 SAN YSIDRO ROAD SUITE B | SANTA BARBARA | CA | 93108 | CFO AND SECRETARY | 30.00 | $100,000 | $4,727 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE A CONROY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 SAN YSIDRO ROAD SUITE B | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FOUNDATION ADMINISTR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $85,800 | CompensationAmt |
| Employee Benefits | $62,391 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $33,514,929 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,046,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,447,190 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,008,664 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,008,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $675,130 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,333,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,216,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,216,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,454 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,454 | TotalTaxAmt |
| Distributable Before Adj | $2,186,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $7,407 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,193,630 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,193,630 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,828,570 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,828,570 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,828,570 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,193,630 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $586,520 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,391,371 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,616,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,594,375 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,828,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,193,630 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $634,940 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,229,315 | 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 | $4,229,315 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $586,520 | ExcessFromYear3Amt |
| Excess From Year2 | $1,391,371 | ExcessFromYear2Amt |
| Excess From Year1 | $1,616,484 | ExcessFromYear1Amt |
| Excess From Current Year | $634,940 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL FOR ANIMALS | |||||||
| PO BOX 3534 | SANTA BARBARA | CA | 931303534 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF KAREN LEE STEVENS 2014 LOCAL HERO | $1,000 |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH ST | ASPEN | CO | 816111451 | NONE | PC | GENERAL OPERATING SUPPORT | $1,200 |
| CATE SCHOOL | |||||||
| 1960 CATE MESA ROAD | CARPINTERIA | CA | 930145005 | NONE | PC | ANNUAL FUND | $5,000 |
| CHAD RELIEF FOUNDATION | |||||||
| 125 E DE LA GUERRA ST SUITE 102 | SANTA BARBARA | CA | 931012276 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF BILL FELSTINER 2014 LOCAL HERO | $1,000 |
| CHILD ABUSE LISTENING MEDIATION INC | |||||||
| 1236 CHAPALA ST | SANTA BARBARA | CA | 931013116 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF MEREDITH SCOTT 2014 LOCAL HERO | $1,000 |
| COASTAL RANCHES CONSERVANCY | |||||||
| 1482 E VALLEY RD SUIRE 135 | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| COMMUNITY COUNSELING CENTER INC | |||||||
| 923 OLIVE STREET | SANTA BARBARA | CA | 931011447 | NONE | PC | SPANISH SPEAKING FAMILIES PROGRAM | $1,000 |
| CRANE COUNTRY DAY SCHOOL | |||||||
| 1795 SAN LEANDRO LANE | SANAT BARBARA | CA | 931082639 | NONE | PC | CRANE/CATE EDUCATIONAL OPPORTUNITY FUND | $36,000 |
| CRANE COUNTRY DAY SCHOOL | |||||||
| 1795 SAN LEANDRO LANE | SANAT BARBARA | CA | 931082639 | NONE | PC | ANNUAL FUND | $25,000 |
| CRANE COUNTRY DAY SCHOOL | |||||||
| 1795 SAN LEANDRO LANE | SANAT BARBARA | CA | 931082639 | NONE | PC | 2015 UNDERWRITE AUCTION | $5,000 |
| CRANE COUNTRY DAY SCHOOL | |||||||
| 1795 SAN LEANDRO LANE | SANAT BARBARA | CA | 931082639 | NONE | PC | KINDERGARTEN CLASSROOM BUILDING & ENDOWMENT | $200,000 |
| DOCTORS WITHOUT WALLS-SANTA BARBARA STREET MEDICINE | |||||||
| 19 E MICHELTORENA ST | SANAT BARBARA | CA | 931012503 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF JASON PRYSTOWSKY 2014 LOCAL HERO | $1,000 |
| DOS PUEBLOS LITTLE LEAGUE | |||||||
| PO BOX 8245 | GOLETA | CA | 931188245 | NONE | PC | DPLL CHALLENGERS IN RECOGNITION OF CAMERON STEWART 2014 LOCAL HERO | $1,000 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA ST SUITE 304 | SANAT BARBARA | CA | 931018821 | NONE | PC | UNDERWRITE 2015 GALA | $5,000 |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 1525 STATE ST | SANTA BARBARA | CA | 93101 | NONE | PC | KCRW UNDERWRITING & GROW YOUR OWN WAY PROGRAM | $10,000 |
| FOUR WINDS WESTWARD HO CAMP | |||||||
| PO BOX 140 | DEER HARBOUR | WA | 98243 | NONE | PC | CAPITAL IMPROVEMENTS/TENNIS COURT RENOVATION PROJECT | $25,000 |
| FOUR WINDS WESTWARD HO CAMP | |||||||
| PO BOX 140 | DEER HARBOUR | WA | 98243 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| 248 WEST 35TH ST 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| 248 WEST 35TH ST 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| 248 WEST 35TH ST 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| 248 WEST 35TH ST 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| 248 WEST 35TH ST 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 |
| FRIENDSHIP ADULT DAY CARE CENTER INC | |||||||
| 89 EUCALYPTUS LN | SANTA BARBARA | CA | 931082901 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF MIGUEL MERAZ 2014 LOCAL HERO | $1,000 |
| FUND FOR SANTA BARBARA INC | |||||||
| 26 W ANAPAMU ST SUITE 100 | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| GIRLS INCORPORATED OF GREATER SANTA BARBARA | |||||||
| PO BOX 236 | SANTA BARBARA | CA | 931020236 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF MONICA SPEAR 2014 LOCAL HERO | $1,000 |
| GOOD SAMARITAN HOSPITAL | |||||||
| 1225 WILSHIRE BOULEVARD | ANGELES | CA | 90017 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| OFFICE OF ADVANCEMENT | ANGELES | CA | 90049 | NONE | PC | ANNUAL FUND | $1,000 |
| HEAL THE OCEAN | |||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HEAL THE OCEAN | |||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF ARNETTE ZERBE 2014 LOCAL HERO | $1,000 |
| KEYSTONE SCHOOL | |||||||
| 119 E CRAIG PLACE | SAN ANTONIO | TX | 782123415 | NONE | PC | ANNUAL FUND | $1,000 |
| LOBERO THEATRE FOUNDATION | |||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 931012213 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LOBERO THEATRE FOUNDATION | |||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 931012213 | NONE | PC | LOBERO ENCORE CAMPAIGN | $20,000 |
| LOOK AT US ALLIANCE | |||||||
| PO BOX 847 | SUMMERLAND | CA | 930670847 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LOS PADRES FOREST WATCH | |||||||
| PO BOX 831 | SANTA BARBARA | CA | 931020831 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| OLD SPANISH DAYS IN SANTA BARBARA INC | |||||||
| PO BOX 21557 | SANTA BARBARA | CA | 931211557 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| PAGE YOUTH CENTER | |||||||
| 4540 HOLLISTER AVE | SANTA BARBARA | CA | 931101710 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF ED HOLDREN 2014 LOCAL HERO | $1,000 |
| POLYTECHNIC SCHOOL | |||||||
| 1030 E CALIFORNIA BLVD | PASADENA | CA | 911064042 | NONE | PC | ANNUAL FUND | $1,000 |
| SANTA BARBARA BICYCLE COALITION | |||||||
| PO BOX 92047 | SANTA BARBARA | CA | 931902047 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF ED FRANCE 2014 LOCAL HERO | $1,000 |
| SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC | |||||||
| 1330 STATE ST | SANTA BARBARA | CA | 931012608 | NONE | PC | KCRW & GOS | $10,000 |
| SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC | |||||||
| 1330 STATE ST | SANTA BARBARA | CA | 931012608 | NONE | PC | AUDIENCE DEVELOPMENT/MARKETING FOR OUTSIDE PROMOTION IN RELATION TO THE CHRIS CORNELL CONCERT | $10,000 |
| SANTA BARBARA FOUNDATION FOR THE FOUNDATION ROUNDTABLE | |||||||
| 1111 CHAPALA ST SUITE 200 | SANTA BARBARA | CA | 93101 | NONE | PC | 2015 PARTNERSHIP IN EXCELLENCE CONFERENCE SPONSOR | $1,000 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 931010000 | NONE | PC | KCRW UNDERWRITING RESTRICTRED GIFT | $6,500 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 931052936 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SANTA BARBARA OPERA ASSOCIATION | |||||||
| 1330 STATE ST STE 209 | SANTA BARBARA | CA | 931012681 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF STEVEN SHARPE 2014 LOCAL HERO | $1,000 |
| SANTA BARBARA PUBLIC LIBRARY FOUNDATION | |||||||
| PO BOX 1019 | SANTA BARBARA | CA | 93102 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF BEVERLY SCHWARTZBERG 2014 LOCAL HERO | $1,000 |
| SANTA BARBARA SCHOOL OF SQUASH | |||||||
| 1530 CHAPALA STREET SUITE B | SANTA BARBARA | CA | 931013017 | NONE | PC | 2014-15 CORE SUPPORT | $5,000 |
| SANTA BARBARA VOLLEYBALL CLUB | |||||||
| PO BOX 30772 | SANTA BARBARA | CA | 931300772 | NONE | PC | AHA GIRLS EDUCATION | $3,000 |
| SARAH HOUSE SANTA BARBARA | |||||||
| 2612 MODOC ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF FELICE FERNANDEZ 2014 LOCAL HERO | $1,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 931303620 | NONE | PC | CSUCI BSN NURSING PROGRAM AT COTTAGE SCHOLARSHIPS | $15,000 |
| STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 943056010 | NONE | PC | HOOVER COUNCIL | $10,000 |
| STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 943056010 | NONE | PC | DOROTHY ANN CURRIE '56 UNDERGRADUATE SCHOLARSHIP FUND | $100,000 |
| STATE STREET BALLET | |||||||
| 2285 LAS POSITAS RD | SANTA BARBARA | CA | 931054116 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF ALLISON & RODNEY GUSTAFSON 2014 LOCAL HERO | $1,000 |
| SURF HAPPENS FOUNDATION | |||||||
| 13 EAST HALEY ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER RD | OJAI | CA | 930238304 | NONE | PC | NUTRITION INITIATIVE | $150,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER RD | OJAI | CA | 930238304 | NONE | PC | NUTRITION INITIATIVE | $50,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER RD | OJAI | CA | 930238304 | NONE | PC | FINANCIAL AID/PADDLE RAISE | $5,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER RD | OJAI | CA | 930238304 | NONE | PC | ATHLETIC DEPARTMENT PROFESSIONAL DEVELOPMENT | $500 |
| THE LAND TRUST FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 931901830 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THE SANTA BARBARA COUNTY SHERIFFS BENEVOLENT POSSE | |||||||
| 4434 CALLE REAL | SANTA BARBARA | CA | 931101002 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF THE ISLA VISTA FIRST RESPONDERS 2014 LOCAL HERO | $2,000 |
| UC SANTA BARBARA | |||||||
| 1501 SOUTH HALL | SANTA BARBARA | CA | 931063011 | NONE | PC | DEPARTMENT OF THEATER AND DANCE IN RECOGNITION OF MICHAEL MORGAN 2014 LOCAL HERO | $1,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3501 WATT WAY HERITAGE HALL 203A | LOS ANGELES | CA | 900890602 | NONE | PC | CLINTON-BRITTINGHAM FELLOWSHIP | $126,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3501 WATT WAY HERITAGE HALL 203A | LOS ANGELES | CA | 900890602 | NONE | PC | SPONSORSHIP OF USC VITERBI SCHOOL OF ENGINEERING DEAN'S FELLOWSHIP | $43,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3501 WATT WAY HERITAGE HALL 203A | LOS ANGELES | CA | 900890602 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE ATHLETIC DEPARTMENT | $30,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3501 WATT WAY HERITAGE HALL 203A | LOS ANGELES | CA | 900890602 | NONE | PC | HALL OF FAME GOLD SPONSOR | $10,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3501 WATT WAY HERITAGE HALL 203A | LOS ANGELES | CA | 900890602 | NONE | PC | BRITTINGHAM SOCIAL ENTERPRISE LAB | $1,000,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3501 WATT WAY HERITAGE HALL 203A | LOS ANGELES | CA | 900890602 | NONE | PC | GALEN CENTER | $100,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3501 WATT WAY HERITAGE HALL 203A | LOS ANGELES | CA | 900890602 | NONE | PC | PATRICK C. HADEN BALCONY IN THE JOHN MCKAY CENTER | $100,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 537264090 | NONE | PC | SCOTT AND ELLA BRITTINGHAM VIKING FUND | $103,054 |
| WESTMONT COLLEGE | |||||||
| 955 LA PAZ RD | SANTA BARBARA | CA | 931081023 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 012673163 | NONE | PC | THOMAS E. BRITTINGHAM III '51 MEMORIAL SCHOLARSHIP | $170,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 012673163 | NONE | PC | BRITTINGHAM FAMILY STUDENT RECRUITMENT FUND | $30,000 |
| WOMENS LITERARY FESTIVAL SANTA BARBARA | |||||||
| PO BOX 296 | CARPINTERIA | CA | 930140296 | NONE | PC | GENERAL OPERATING SUPPORT IN RECOGNITION OF SHARON HOSHIDA 2014 LOCAL HERO | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,552,254 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,877 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,523 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $7,400 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,430,817 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Related Or Exempt Function Incm | $7,407 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,882,539 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,407 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,889,946 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RETURNED GRANTS - ADDED TO DISTRIBUTABLE AMOUNT IN PART XI | RelationshipStatementTxt |
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 | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| DESK W/ RETURN (PRESIDIO OFFICE INTERIORS) | 2009-09-28 | $1,822 | $1,366 | SL | 7.000000000000 | $260 | $0 |
| VISITORS CHAIRS | 2010-07-08 | $791 | $509 | SL | 7.000000000000 | $113 | $0 |
| NEW COMPUTER | 2014-05-28 | $2,620 | $306 | SL | 5.000000000000 | $524 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME BONDS AND FUNDS | BondNm |
| EOY Book Value | $7,133,553 | EOYBookValueAmt |
| EOYFMV | $7,016,728 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK AND EXCHANGE TRADED FUNDS | StockNm |
| EOY Book Value | $16,282,535 | EOYBookValueAmt |
| EOYFMV | $24,865,716 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE EQUITY | AT COST | $2,240,814 | $2,902,667 |
| REAL ESTATE | AT COST | $6,097,771 | $6,901,132 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| DESK W/ RETURN (PRESIDIO OFFICE INTERIORS) | $1,822 | $1,626 | $196 | $196 |
| VISITORS CHAIRS | $791 | $622 | $169 | $169 |
| NEW COMPUTER | $2,620 | $830 | $1,790 | $1,790 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,076 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT DEPOSITS | Desc |
| BOY Book Value | $2,898 | BOYBookValueAmt |
| EOY Book Value | $2,898 | EOYBookValueAmt |
| EOYFMV | $2,898 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT MANAGEMENT SOFTWARE | $8,175 | $0 | $8,175 |
| OFFICE SUPPLIES | $25,975 | $0 | $0 |
| INVESTMENT EXPENSES | $196,208 | $196,208 | $0 |
| INSURANCE | $16,782 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EMMETT OCHS FUND II, LLC | $22,179 | $22,179 | $22,179 |
| HARBOUR APT OPPORTUNITY FUND I, LP | $100,003 | $100,003 | $100,003 |
| RCG VENTURES DISTRESS REAL ESTATE OPP FUND, LP | $119,174 | $119,174 | $119,174 |
| OTHER K-1 INCOME | -$173,434 | -$173,434 | -$173,434 |
| RETURNED GRANTS | $7,407 | $7,407 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT SERVICES | CategoryTxt |
| Amt | $129,384 | Amt |
| Net Investment Income | $122,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $21,779 | $2,432 | $13,438 |
| EXCISE TAXES | $31,058 | $0 | $0 |
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