DOLOTTA FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DOLOTTA FAMILY CHARITABLE FOUNDATION INC (EIN 22-3694725)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-13
- IRS object ID
- 201502869349100405
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-13T13:11:33-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIELD & HIGGINS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 TAMARACK CIRCLE | AddressLine1Txt |
| City | SKILLMAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08558 | 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 | 223694725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOLOTTA FAMILY CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID DOLOTTA | InCareOfNm |
| Business Name Control | DOLO | BusinessNameControlTxt |
| Phone | 6096889680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 DEL ORO AVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID DOLOTTA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6096889680 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa A Herzer | PreparerPersonNm |
| PTIN | P00241348 | PTIN |
| Phone | 6099210900 | 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 | $2,145,849 | 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 |
| Interest On Sav Rev And Expnss | $1,156 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,156 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,538 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,538 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,741 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,533 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,741 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $82,435 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,435 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,269 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $65 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,155 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,155 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,139 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,435 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,449 | CashBOYAmt |
| Cash EOY | $3,411 | CashEOYAmt |
| Cash EOYFMV | $3,411 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,779 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,779 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,415,612 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,347,555 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,106,659 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,450,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,386,745 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,145,849 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,450,664 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,386,745 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,450,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,386,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,450,664 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,386,745 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,450,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,704 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,423,960 | SubtotalAmt |
| Other Decreases | $37,215 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,386,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS | 2014-02-24 | 2014-02-24 | $22 | $23 | -$1 | -$1 | |
| VERITIV CORPORATION | 2012-05-16 | 2014-08-11 | $430 | $240 | $190 | $190 | |
| CDK GLOBAL INC | 2002-04-26 | 2014-10-01 | $20 | $12 | $8 | $8 | |
| MORGAN STANLEY TR 6.25% PFD | 2003-02-21 | 2014-03-21 | $49,391 | $50,000 | -$609 | -$609 | |
| SATURNS GOLDMAN 6.125% | 2004-12-10 | 2014-05-01 | $46,716 | $47,500 | -$784 | -$784 | |
| VODAFONE GROUP | 2013-02-20 | 2014-02-25 | $15 | $17 | -$2 | -$2 | |
| CAPITAL GAIN DIVIDENDS | $16,939 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,741 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,383 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,864,992 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058114 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,085 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,655,555 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057434 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,517 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,644,807 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054424 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,956 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,630,352 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052722 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,485 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,398,739 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056826 | DistributionYr5Rt |
| Total Distribution | 0.27952 | TotalDistributionRt |
| Average Distribution | 0.055904 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,057,294 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,011 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $824 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,835 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,155 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,649 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,649 | SubtotalAmt |
| Tax Based On Investment Income | $1,649 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,071 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $600 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,671 | TotalPaymentsAndCreditsAmt |
| Overpayment | $22 | OverpaymentAmt |
| Applied To ES Tax | $22 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID DOLOTTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056995591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 DELORO AVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| THEODORE A DOLOTTA | ||||||
| 1205 DEL ORO AVE | SANTA BARBARA | CA | 93109 | PRESIDENT | 1.0 | $0 |
| BARBARA H DOLOTTA | ||||||
| 1205 DEL ORO AVE | SANTA BARBARA | CA | 93109 | SECRETARY | 1.0 | $0 |
| DAVID G DOLOTTA | ||||||
| 1205 DEL ORO AVE | SANTA BARBARA | CA | 93109 | TREASURER | 5.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,052,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,088,623 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,088,623 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,057,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,649 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,649 | TotalTaxAmt |
| Distributable Before Adj | $101,216 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $101,216 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $101,216 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $104,155 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $104,155 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $10,458 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,334 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,859 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,964 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,275 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,890 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $101,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,939 | RemainingDistriFromCorpusAmt |
| Total Corpus | $56,829 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,458 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,371 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,334 | ExcessFromYear4Amt |
| Excess From Year3 | $7,859 | ExcessFromYear3Amt |
| Excess From Year2 | $12,964 | ExcessFromYear2Amt |
| Excess From Year1 | $17,275 | ExcessFromYear1Amt |
| Excess From Current Year | $2,939 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU OF NEW JERSEY | ||||||
| PO BOX 32159 | NEWARK | NJ | 07102 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $7,000 |
| APGA ENDOWMENT FOR GRADUATE STUDENTS | ||||||
| PO BOX 255 | PRINCETON | NJ | 08542 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| BOXER RESCUE LA | ||||||
| 17514 VENTURA BLVD SUITE 201 | ENCINO | CA | 91316 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| BRENNAN CENTER FOR JUSTICE | ||||||
| 161 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| CCAI | ||||||
| 6920 SOUTH HOLLY CIRCLE | CENTENNIAL | CO | 80112 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| CHALLENGED ATHELETES FOUNDATION | ||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| DIRECT RELIEF INTERNATIONAL | ||||||
| 27 SOUTH LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| DISABLED SPORTS EASTERN SIERRA | ||||||
| PO BOX 7275 | MAMMOTH LAKES | CA | 93546 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| DOWNTOWN WOMEN'S CENTER | ||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| FIGHT SMA | ||||||
| 1321 DUKE STREET SUITE 304 | ALEXANDRIA | VA | 22314 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| FOOD ON FOOT | ||||||
| 9663 SANTA MONICA BLVD SUITE 743 | BEVERLY HILLS | CA | 90210 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| GARDEN COURT ENDOWMENT FUND | ||||||
| 814 LAGUNA ST | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| HEAL THE BAY | ||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 |
| HEAL THE OCEAN | ||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,750 |
| LAND TRUST FOR SANTA BARBARA | ||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,250 |
| LEHIGH UNIVERSITY | ||||||
| PO BOX 8500-8285 | PHILADELPHIA | PA | 10178 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| LOS ANGELES YOUTH NETWORK | ||||||
| 7033 SUNSET BLVD SUITE 225 | LOS ANGELES | CA | 90028 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| MUSIC ACADEMY OF THE WEST | ||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $250 |
| NETWORK FOR GOOD | ||||||
| 1140 CONNECTICUT AVE NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,840 |
| NEW YORK COMMON PANTRY | ||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10129 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 |
| OBERLIN COLLEGE | ||||||
| 50 WEST LORAIN STREET | OBERLIN | OH | 44074 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| PARK CENTURY SCHOOL | ||||||
| 3939 LANDMARK STREET | CULVER CITY | CA | 90232 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| PEOPLE & STORIESGENTE Y CUENTOS | ||||||
| 140 EAST HANOVER STREET | TRENTON | NJ | 08608 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $200 |
| PRINCETON AREA COMMUNITY FOUNDATION | ||||||
| 15 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| RAINBOW HUMANITARIAN CARETAKER FOUNDATION | ||||||
| 110 S FAIRFAX AVE | LOS ANGELES | CA | 90036 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| THE DALTON SCHOOL | ||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $7,500 |
| THE DOE FUND INC | ||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $10,000 |
| THE FRESH AIR FUND | ||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $200 |
| THE FRIENDSHIP PADDLE | ||||||
| 920 GARDEN STREET SUITE A | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $100 |
| THE LANGE FOUNDATION | ||||||
| 2106 S SEPULVEDA BLVD | LOS ANGELES | CA | 90025 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| THE OPPORTUNITY AGENDA | ||||||
| 568 BROWADWAY SUITE 701 | NEW YORK | NY | 10012 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 |
| THE SURFRIDER FOUNDATION | ||||||
| PO BOX 6010 | SAN CLEMENTE | CA | 92674 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,500 |
| TRANSITION HOUSE | ||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $100 |
| VENICE ARTS | ||||||
| 1702 LINCOLN BLVD | VENICE | CA | 90291 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| WASHINGTON SCHOOL FOUNDATION | ||||||
| 290 LIGHTHOUSE ROAD | SANTA BARBARA | CA | 93109 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| WESTSIDE BOYS & GIRLS CLUB OF SB | ||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 |
| ALS ASSOCIATION ROCKY MOUNTAIN CHAPTER | ||||||
| 10855 DOVER ST SUITE 500 | WESTMINTER | CO | 80021 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| SARCOMA ALLIANCE | ||||||
| 775 EAST BLITHDALE SUITE 334 | MILL VALLEY | CA | 94941 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $100 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $250 |
| MAR VISTA SCHOOL ENRICHMENT GROUP | ||||||
| PO BOX 66008 | LOS ANGELES | CA | 90066 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| CALM | ||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| BUNS | ||||||
| PO BOX 91452 | SANTA BARBARA | CA | 93190 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $500 |
| FOOD BANK OF SANTA BARBARA COUNTY | ||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $615 |
| MONTESSORI CENTER SCHOOL | ||||||
| 401 N FAIRVIEW AVE 1 | GOLETA | CA | 93117 | NONE | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,155 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,156 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,538 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,741 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $82,435 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,435 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,650 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,347,555 | BookValueAmt |
| EOYFMV | $2,106,659 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION OF COST BASIS OF ASSETS | Desc |
| Amt | $37,215 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK FEES | $24 |
| POSTAGE & SHIPPING | $41 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| NJ FILING FEE | $50 |
| FOREIGN TAXES PAID | $695 |
| FEDERAL TAX | $1,472 |
| INVESTMENT FEES | $52 |
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