GEORGE B PAGE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE B PAGE FOUNDATION (EIN 95-6121985)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-09
- IRS object ID
- 201612229349100446
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-09T16:01:44-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770076647 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAMITZ BROOKS NIGHTINGALE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956121985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE B PAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 8057303703 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1299 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL WILLIG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8057303703 | PhoneNum |
| Signature | 2016-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 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 | $3,874,129 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,887 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,887 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $113,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,086 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $499,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,284,441 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $499,721 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $614,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $614,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,080 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,778 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,302 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,767 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,767 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,611 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $60 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $220 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,411 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,273 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $224,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $224,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,592 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $243,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $335,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $584,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $114,344 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,730 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,730 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $195 | AcctRcvblAmt |
| Acct Rcvbl BOY | $195 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $195 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $195 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,005 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $3,788,019 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,130,673 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,759,204 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,205 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,907,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,245,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,874,129 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,250 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,978 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,978 | 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 | $3,906,518 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,241,620 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,906,518 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,241,620 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,907,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,245,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,906,518 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $335,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,241,620 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,241,620 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY #7938 | P | 2014-01-01 | 2015-12-31 | $4,774,948 | $4,311,286 | $463,662 | $463,662 |
| NORTHERN TRUST #3044 | P | 2014-01-01 | 2015-12-31 | $1,472,387 | $1,473,434 | -$1,047 | -$1,047 |
| CAPITAL GAINS DIVIDENDS | P | $37,106 | $37,106 | $37,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $499,721 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $207,281 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,477,999 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046289 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $209,915 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,368,303 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048054 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $237,627 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,223,232 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056267 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $194,453 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,228,455 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045987 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $190,867 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,104,019 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046507 | DistributionYr5Rt |
| Total Distribution | 0.243104 | TotalDistributionRt |
| Average Distribution | 0.048621 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,230,081 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $205,671 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,848 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $211,519 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $243,873 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,848 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,848 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,848 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,120 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $12,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,620 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,772 | OverpaymentAmt |
| Applied To ES Tax | $9,772 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DENISE MEZA | IndividualWithBooksNm |
| Phone | 8057303703 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1299 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA PAGE MCGAUGHEY | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| NICK KATZENSTEIN | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| RICHARD NIGHTINGALE | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| TONY GUNTERMANN | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| JOE PLOWMAN | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| KATHY STUVA | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | TRUSTEE | 0.07 | $0 | $0 | $0 |
| KARL WILLIG | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | PRESIDENT | 0.07 | $0 | $0 | $0 |
| DENISE MEZA | ||||||||
| PO BOX 1299 | SANTA BARBARA | CA | 93102 | EXECUTIVE DIRECTOR | 5.00 | $15,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,220,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,294,498 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,294,498 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,230,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,848 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,848 | TotalTaxAmt |
| Distributable Before Adj | $205,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $205,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $205,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $243,873 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $243,873 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,848 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $238,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $218,870 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $243,873 | QualifyingDistributionsAmt |
| Applied To Year1 | $218,870 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,003 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $180,653 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE B PAGE FOUNDATION - CARE OF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1299 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8057303634 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS A SPECIFIC APPLICATION PROCESS THAT MUST BE FOLLOWED. PLEASE CONTACT THE FOUNDATION FOR AN APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 1 - ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION SUPPORTS NONPROFIT ORGANIZATIONS LOCATED IN SANTA BARBARA COUNTY, CALIFORNIA. THE FOUNDATION'S PRIMARY FOCUS IS IN THE AREA OF CHILDREN/YOUTH EDUCATION AND SPORTING PROGRAMS, SCHOLARSHIPS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF SANTA BARBARA | |||||||
| 632 EAST CANON PERDIDO STREET | SANTA BARBARA | CA | 93103 | NONE | PC | YOUTH SUPPORT SERVICES | $35,000 |
| FAMILY SERVICE AGENCY | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SOCIAL SERVICES | $15,000 |
| FOOD BANK SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | SOCIAL SERVICES | $5,000 |
| GIRLS INC OF GREATER SANTA BARBARA | |||||||
| 531 EAST ORTEGA ST | SANTA BARBARA | CA | 93103 | NONE | PC | SOCIAL SERVICES | $15,000 |
| GIRLS INC OF CARPINTERIA | |||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PC | YOUTH SUPPORT SERVICES | $5,000 |
| GREATER SANTA BARBARA ICE SKATING ASSOCIATION - ICE IN PARADISE | |||||||
| PO BOX 478 | SANTA BARBARA | CA | 93102 | NONE | PC | YOUTH SPORTS | $5,000 |
| LOS PADRES COUNCIL BOY SCOUTS | |||||||
| 4000 MODOC ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | YOUTH SUPPORT SERVICES | $24,600 |
| PAGE YOUTH CENTER | |||||||
| PO BOX 6766 | SANTA BARBARA | CA | 93160 | NONE | PC | YOUTH SPORTS | $40,000 |
| SALVATION ARMY- SO CAL DIVISION | |||||||
| PO BOX 93002 | LONG BEACH | CA | 90809 | NONE | 501(C)(3) | SOCIAL SERVICES | $5,000 |
| SANTA BARBARA ATHLETIC ROUNDTABLE | |||||||
| PO BOX 3813 | SANTA BARBARA | CA | 93130 | NONE | PC | YOUTH SPORTS | $2,500 |
| SANTA BARBARA MARITIME MUSEUM | |||||||
| 113 HARBOR WAY | SANTA BARBARA | CA | 93109 | NONE | PC | EDUCATION | $2,500 |
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | |||||||
| 222 EAST ANAPAMU STREET SUITE 24 | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI STREET | SANTA BARBARA | CA | 93103 | NONE | PC | SOCIAL SERVICES | $20,000 |
| SANTA BARBARA SPECIAL OLYMPICS | |||||||
| 423 W VICTORIA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SPORTS | $5,000 |
| STORYTELLER CHILDREN'S CENTER | |||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | CHILD CARE | $5,000 |
| TRANSITION HOUSE | |||||||
| 425 EAST COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SOCIAL SERVICES | $25,000 |
| UNITY SHOPPE | |||||||
| 1219 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SOCIAL SERVICES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $224,600 | 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 | $1,887 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,086 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $499,721 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $614,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $614,694 | 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 | DAMITZ BROOKS NIGHTINGALE | CategoryTxt |
| Amt | $5,080 | Amt |
| Net Investment Income | $1,778 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,302 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY INVESTMENTS - SEI HIGH YIELD BOND FD | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - VANGUARD SPECIAL REIT INDEX | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - VANGUARD BOND INDEX | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - VANGUARD IT CORP BD INX-SIG | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - VANGUARD VALUE INDEX | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - VANGUARD GROWTH INDEX | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - ISHARES MSCI EAFE SMALL-CAP ETF | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - ISHARES 1-3 YEAR CREDIT BOND ETF | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - SPDR INDEX SHS WILSHIRE INTL RE ETF | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - SPDR SER TR BARCLAYS INTER CORP BD ETF | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - VANGUARD INTL EQUITY INDEX EMRG MKTS ETF | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - VANGUARD INDEX GROWTH | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - VANGUARD INDEX VALUE | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - ARBITRAGE FUND CLASS I | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - DFA INTL REAL ESTATE | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - DFA EMERGING MKTS CORE | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - DFA INTL SMALL COMPANY | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - DFA REAL ESTATE SEC PRTF INSTL | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - DFA US SMALL CAP PORT INSTL | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - HATTERAS ALPHA HEDGED STRTGS INSTL | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - OPPENHEIMER SENIOR FLOATING RATE | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - TCW EMERGING MKTS INCOME | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - DEUTSCHE X-TRACKERS MSCI EAGE HEDGED EQUEITY ETF | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - GOLDMAN SACHS MLP ENERGY INFRCTCTUR I | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - SALIENT MLP & ENERGY INFRASTRUCTURE FD II | AT COST | $0 | $0 |
| FIDELITY INVESTMENTS - VANGUARD DEV FOR. MKT INDEX INVSTR | AT COST | $0 | $0 |
| NORTHERN TRUST-MFB NORTHERN FDS STK INDX FD (NOSIX) | AT COST | $1,328,839 | $1,275,522 |
| NORTHERN TRUST-MFB NORTHERN MID CAP INDX FD (NOMIX) | AT COST | $236,660 | $214,004 |
| NORTHERN TRUST-MFB NORTHERN FDS SMALL CAP INDEX FD (NSIDX) | AT COST | $134,238 | $123,271 |
| NORTHERN TRUST-MFC FLEXSHARES TR STOXX GLOBAL BROAD (NFRA) | AT COST | $143,757 | $130,711 |
| NORTHERN TRUST-MFB NORTHERN INTL EQUITY INDEX FD (NOINX) | AT COST | $1,085,714 | $963,123 |
| NORTHERN TRUST-MFB NORTHERN FUNDS EMERGING MKTS EQUITY INDX (NOEMX) | AT COST | $353,638 | $294,264 |
| NORTHERN TRUST-MFB NORTHERN HIGH YIELD FIXED INCOME FUND (NHFIX) | AT COST | $431,308 | $416,524 |
| NORTHERN TRUST-MFB FDS GLOBAL REAL ESTATE INDEX FD (NGREX) | AT COST | $136,029 | $136,595 |
| NORTHERN TRUST-MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM (GUNR) | AT COST | $280,490 | $205,190 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDEND INCOME RECEIVABLE | Desc |
| BOY Book Value | $3,205 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,200 | $220 | $1,980 |
| MISCELLANEOUS | $31 | $0 | $31 |
| MEALS EXPENSE | $400 | $0 | $400 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $22,767 | Amt |
| Net Investment Income | $22,767 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
| BUSINESS REGISTRATION FEES | $50 | $0 | $50 |
| FOREIGN TAXES - INVESTMENTS | $3,611 | $3,611 | $0 |
| EXCISE TAXES | $5,843 | $0 | $0 |
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