LOPKER FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: LOPKER FAMILY FOUNDATION (EIN 77-0448078)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-05-15
IRS object ID: 201501359349102230
Schema version: 2014v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Distribution From Corpus Election
Investments Corp Stock Schedule
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-05-15T15:08:13-05:00	ReturnTs
Tax Period End	2014-12-31	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	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770448078	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOPKER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LOPK	BusinessNameControlTxt
Phone	8055654249	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INNOVATION PLACE	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93108	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KARL F LOPKER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8055654249	PhoneNum
Signature	2015-05-15	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	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$8,591,437	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	$915,940	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$30	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$30	InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$62,032	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$287,620	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$287,620	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$978,002	TotalRevAndExpnssAmt
Total Net Invst Incm	$287,650	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$24,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$12,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$12,000	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,475	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,238	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,237	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$2,096	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,006	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$1,090	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$100	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$100	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$28,671	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$14,344	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$14,327	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$284,027	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$284,027	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$312,698	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$14,344	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$298,354	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$665,304	ExcessRevenueOverExpensesAmt
Net Investment Income	$273,306	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$74,692	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$49,708	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$49,708	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$6,147,917	CorporateStockBOYAmt
Corporate Stock EOY	$8,541,729	CorporateStockEOYAmt
Corporate Stock EOYFMV	$8,541,729	CorporateStockEOYFMVAmt
Total Assets BOY	$6,222,609	TotalAssetsBOYAmt
Total Assets EOY	$8,591,437	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,591,437	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$6,222,609	RetainedEarningBOYAmt
Retained Earning EOY	$8,591,437	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,222,609	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,591,437	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,222,609	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,591,437	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,222,609	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$665,304	ExcessRevenueOverExpensesAmt
Other Increases	$1,703,524	OtherIncreasesAmt
Subtotal	$8,591,437	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$8,591,437	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
QAD INC	2013-01-01	2014-12-31	$187,845	$187,845	$187,845
QAD INC- RETURN OF CAPITAL	2013-01-01	2014-12-31	$99,775	$99,775	$99,775

Field	Value	IRS element (for citing)
Capital Gain Net Income	$287,620	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$128,582	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,170,627	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.030830	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$133,572	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$2,650,199	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.050401	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$115,872	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,573,237	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.073652	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$95,347	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,076,667	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.088558	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$112,434	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$557,893	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.201533	DistributionYr5Rt
Total Distribution	0.444974	TotalDistributionRt
Average Distribution	0.088995	AverageDistributionRt
Net Vl Noncharitable Assets	$6,968,621	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$620,172	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,733	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$622,905	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$298,354	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,466	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,466	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,466	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,898	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$2,568	AppliedToEsTaxAmt
Total Payments And Credits	$5,466	TotalPaymentsAndCreditsAmt
Tax Due	$0	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	LYNETTE A KUCHTA	IndividualWithBooksNm
Phone	8056846614	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 INNOVATION PLACE	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93108	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
KARL F LOPKER
100 INNOVATION PLACE	SANTA BARBARA	CA	93108	PRESIDENT	0.00	$0	$0	$0
PAMELA M LOPKER
100 INNOVATION PLACE	SANTA BARBARA	CA	93108	SECRETARY	0.00	$0	$0	$0
LYNETTE A KUCHTA
100 INNOVATION PLACE	SANTA BARBARA	CA	93108	TREASURER/FOUNDATION MANAG	3.00	$24,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,930,749	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$143,993	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,074,742	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,074,742	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$106,121	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,968,621	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$348,431	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$348,431	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,466	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,466	TotalTaxAmt
Distributable Before Adj	$342,965	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$342,965	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$342,965	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$298,354	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$298,354	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$298,354	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$342,965	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$7,343	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$95,347	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$115,872	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$133,572	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$352,134	TotalExcessDistributionCyovAmt
Qualifying Distributions	$298,354	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$298,354	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$44,611	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$44,611	ExcessDistributionCyovAppCYAmt
Total Corpus	$307,523	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	$307,523	ExcessDistriCyovToNextYrAmt
Excess From Year4	$58,079	ExcessFromYear4Amt
Excess From Year3	$115,872	ExcessFromYear3Amt
Excess From Year2	$133,572	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	KARL F LOPKER	ContributingManagerNm
Contributing Manager	PAMELA M LOPKER	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	LYNETTE KUCHTA	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 INNOVATION PLACE	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93108	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8056846641	RecipientPhoneNum
Form And Info And Materials	APPLICATION LETTER SHOULD INCLUDE NAME OF ORGANIZATION AND PURPOSE OF GRANT.INCLUDE A COPY OF ORGANIZATION'S FEDERAL TAX EXEMPTION LETTER.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
867 VIA ABAJO	SANTA BARBARA	CA	93110	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$2,700
BROWN UNIVERSITY
PO BOX 1843	PROVIDENCE	RI	02912	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$12,500
DIRECT RELIEF INTERNATIONAL
27 SOUTH LA PATERA LANE	SANTA BARBARA	CA	93117	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$5,000
DON BOSCO TECH
1151 SAN GABRIEL BLVD	ROSEMEAD	CA	91770	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$5,000
FOOD FROM THE HEART
PO BOX 3908	SANTA BARBARA	CA	93130	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE.	$500
FOUNDATION FOR SBCC
721 CLIFF DRIVE	SANTA BARBARA	CA	93109	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$5,000
PARENTS FOR SUMMERLAND
PO BOX 899	SUMMERLAND	CA	93067	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$500
ST CATHERINE BY THE SEA
1931 POLI ST	VENTURA	CA	93003	NONE	PC	IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE.	$160
UCSB FOUNDATION
UNIVERSITY OF CALIFORNIA	SANTA BARBARA	CA	93106	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$25,000
UNIVERSITY OF CALIFORNIA MERCED
5200 NORTH LAKE ROAD	MERCED	CA	95343	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$5,000
UNIVERSITY OF WASHINGTON
PO BOX 359505	SEATTLE	WA	98195	NONE	PC	PROSTATE CANCER AND INFECTIOUS DISEASE RESEARCH FUNDS	$50,000
SANTA BARBARA HIGH SCHOOL
700 EAST ANAPAMU STREET	SANTA BARBARA	CA	93103	NONE	PC	MAD ACADEMY	$16,667
CHANNEL ISLANDS YMCA
105 EAST CARRILLO STREET	SANTA BARBARA	CA	93101	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$5,000
SANTA BARBARA COTTAGE HOSPITAL FOUNDATION
PO BOX 689	SANTA BARBARA	CA	93102	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$100,000
FOOTHILL TECHNOLOGY HIGH SCHOOL
100 DAY ROAD	VENTURA	CA	93003	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$20,000
GIRLS INC
5315 FOOTHILL ROAD	CARPINTERIA	CA	93013	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$1,000
KINDERING
16120 NE 8TH STREET	BELLEVUE	WA	98008	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$5,000
SANTA BARBARA HIGH SCHOOL
PO BOX 158	SANTA BARBARA	CA	93102	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$284,027	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
867 VIA ABAJO	SANTA BARBARA	CA	93110	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$2,700
SANTA BARBARA HIGH SCHOOL
700 EAST ANAPAMU STREET	SANTA BARBARA	CA	93103	NONE	PC	COMPUTER SCIENCE ACADEMY	$20,000
UCSB FOUNDATION
UNIVERSITY OF CALIFORNIA	SANTA BARBARA	CA	93106	NONE	PC	IN FURTHERANCE OF SECTION 501 (C)(3) EXEMPT PURPOSE.	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$47,700	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$30	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$62,032	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$62,062	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$62,062	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	KARL F AND PAMELA L LOPKER	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 INNOVATION PLACE	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93108	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$915,940	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	PUBLICLY TRADED SECURITIES - COMMON STOCK	NoncashPropertyDesc
Fair Market Value	$915,940	FairMarketValueAmt
Received	2014-12-19	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	DAMITZ, BROOKS & NIGHTINGALE	CategoryTxt
Amt	$2,475	Amt
Net Investment Income	$1,238	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,237	DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

Field	Value	IRS element (for citing)
Election	SECTION 49(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS:PURSUANT TO IRC SECTION 4942(H)(2) AND REGLATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ___________________________________________	ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	QAD, INC. COMMON	StockNm
EOY Book Value	$8,541,729	EOYBookValueAmt
EOYFMV	$8,541,729	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK CHARGES	Desc
Revenue And Expenses Per Books	$100	RevenueAndExpensesPerBooksAmt
Net Investment Income	$100	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON MARKETABLE SECURITIES	Desc
Amt	$1,703,524	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$2,011	$1,006	$1,005
FILING FEES	$85	$0	$85