CANCER FOUNDATION OF SANTA BARBARA: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CANCER FOUNDATION OF SANTA BARBARA (EIN 95-2158727)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349302426
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T12:04:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21700 OXNARD ST STE 300 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952158727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANCER FOUNDATION OF SANTA BARBARA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CANC | BusinessNameControlTxt |
| Phone | 8088982187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WEST JUNIPERO | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931054311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI WILLIS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8058982187 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 8185771900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LORI WILLIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WEST JUNIPERO | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931054311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,641,049 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFSB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE CANCER FOUNDATION OF SANTA BARBARA IS TO ENSURE THE AVAILABILITY OF SUPERIOR CANCER CARE AND PATIENT SUPPORT SERVICES FOR ALL RESIDENTS OF SANTA BARBARA COUNTY. THE CANCER FOUNDATION IS THE LEADING FUNDRAISING AND GRANT MAKING INSTITUTION IN SANTA BARBARA COUNTY DEDICATED TO CANCER CARE, AND THE LARGEST FUNDER TO THE RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC NOW PART OF SUTTER HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,904,666 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,352,146 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,409 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,173,322 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,183,598 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,485,058 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,188,793 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $17,278,466 | PYTotalRevenueAmt |
| CY Total Revenue | $12,010,526 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,700,404 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,722,690 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $598,038 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $683,148 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $775,855 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,182,594 | PYOtherExpensesAmt |
| CY Other Expenses | $3,463,647 | CYOtherExpensesAmt |
| PY Total Expenses | $7,481,036 | PYTotalExpensesAmt |
| CY Total Expenses | $7,869,485 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,797,430 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,141,041 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $150,978,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $157,521,262 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,319,318 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $678,366 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $149,658,827 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $156,842,896 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CANCER FOUNDATION IS THE LEADING SPONSOR AND LARGEST DONOR TO THE RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC, THE LARGEST PROVIDER OF CANCER CARE ON THE CENTRAL COAST. EACH YEAR, THE FOUNDATION COMMITS A MINIMUM OF 85% (UP TO 100%) OF THE PROCEEDS FROM THE FOUNDATION'S ENDOWMENT AND FUNDRAISING EFFORTS TO SUPPORT CANCER DIAGNOSIS, TREATMENT, RESEARCH, TECHNOLOGY, AND SUPPORT PROGRAMS IN OUR RIDLEY-TREE CANCER CENTER. THE REMAINING 15% MAY BE USED TO SUPPORT OTHER CANCER RELATED PROGRAMS IN SANTA BARBARA COUNTY. HISTORICALLY, THESE HAVE INCLUDED ONCOLOGY BENCHMARK RESEARCH AT UCSB, PEDIATRIC CANCER CARE, AND NAVIGATORS AT COTTAGE HEALTH SYSTEM. ALL OF FOUNDATION PROCEEDS MUST BE USED TO SUPPORT CANCER CARE IN THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,156,297 | ExpenseAmt |
| Grant | $3,722,690 | GrantAmt |
| Revenue | $1,173,322 | RevenueAmt |
| Desc | TO ENSURE SANTA BARBARA REMAINS IN THE VANGUARD OF CANCER CARE, THE CANCER FOUNDATION RAISES AND DISTRIBUTES MILLIONS OF DOLLARS EACH YEAR TO RIDLEY-TREE CANCER CENTER AT SANSUM CLINIC, NOW PART OF SUTTER HEALTH, ALLOWING THE CENTER TO DELIVER A HIGHER LEVEL OF CARE THAN WOULD OTHERWISE BE POSSIBLE IN A COMMUNITY OF OUR SIZE, ON PAR WITH SOME OF THE MOST RENOWED CANCER CENTERS IN THE US. | Desc |
| Total Program Service Expenses | $6,156,297 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI WILLIS | PersonNm |
| Phone | 8058982187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WEST JUNIPERO | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| LORI WILLIS | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $214,935 | $0 | $35,904 | ||
| STEPHANIE CARLYLE | |||||||
| DIRECTOR OF PHILANTHROPY | 40.00 | $144,628 | $0 | $36,345 | Yes (X) | ||
| KRISTEN BLABEY VICE CHAIR | |||||||
| (THRU 04/24), CHAIR (AS OF 04/24) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEVE MCHUGH | |||||||
| CHAIR (THRU 04/24) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PRISCILLA HIGGINS PHD | |||||||
| VICE CHAIR (AS OF 04/24) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CAROLA NICHOLSON | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATINA ZANINOVICH | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LESLIE BAINS | |||||||
| TRUSTEE (AS OF 02/24) | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| W CHARLES CONWAY MD | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LARRY DAM | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ARICK FULLER | |||||||
| TRUSTEE (AS OF 02/24) | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LISA GUADAGNO | |||||||
| TRUSTEE (AS OF 02/24) | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RAYE HASKELL-MELVILLE | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| PATTY MACFARLANE | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM MEEKER | |||||||
| TRUSTEE (THRU 04/24) | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DENISE MONTELL PHD | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD NAGLER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD NORDLUND | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CHARLES PETERSEN | |||||||
| TRUSTEE (THRU 04/24) | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GEORGE THARAKAN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DR WARREN SUH | |||||||
| TRUSTEE (AS OF 02/24) | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RICK WEBER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $359,563 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $72,249 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEI INVESTMENTS | |||||
| PO BOX 945794 | ATLANTA | GA | 30394 | INVESTMENT FEES | $320,866 |
| PRICE POSTEL & PARMA LLP | |||||
| 200 E CARRILLO STREET 400 | SANTA BARBARA | CA | 93101 | LEGAL FEES | $160,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,352,146 | AllOtherContributionsAmt |
| Noncash Contributions | $22,238 | NoncashContributionsAmt |
| Total Contributions | $4,352,146 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $1,173,322 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,173,322 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,173,322 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,616,972 | TotalRevenueColumnAmt |
| Exclusion | $2,616,972 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,498,609 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,630,523 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,868,086 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,868,086 | TotalRevenueColumnAmt |
| Exclusion | $3,868,086 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,010,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,173,322 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,485,058 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,722,690 | TotalAmt |
| Program Services | $3,722,690 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,838 | TotalAmt |
| Program Services | $31,856 | ProgramServicesAmt |
| Management And General | $79,169 | ManagementAndGeneralAmt |
| Fundraising | $139,813 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,313 | TotalAmt |
| Program Services | $36,869 | ProgramServicesAmt |
| Management And General | $91,628 | ManagementAndGeneralAmt |
| Fundraising | $161,816 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,759 | TotalAmt |
| Program Services | $3,752 | ProgramServicesAmt |
| Management And General | $9,248 | ManagementAndGeneralAmt |
| Fundraising | $16,759 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,616 | TotalAmt |
| Program Services | $6,295 | ProgramServicesAmt |
| Management And General | $24,702 | ManagementAndGeneralAmt |
| Fundraising | $43,619 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,622 | TotalAmt |
| Program Services | $3,990 | ProgramServicesAmt |
| Management And General | $11,758 | ManagementAndGeneralAmt |
| Fundraising | $21,874 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,584 | TotalAmt |
| Management And General | $161,584 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,892 | TotalAmt |
| Program Services | $6,695 | ProgramServicesAmt |
| Management And General | $60,251 | ManagementAndGeneralAmt |
| Fundraising | $66,946 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,581 | TotalAmt |
| Management And General | $270,581 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,044 | TotalAmt |
| Program Services | $5,700 | ProgramServicesAmt |
| Management And General | $50,893 | ManagementAndGeneralAmt |
| Fundraising | $89,451 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,298 | TotalAmt |
| Fundraising | $38,298 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,358 | TotalAmt |
| Program Services | $363 | ProgramServicesAmt |
| Management And General | $13,219 | ManagementAndGeneralAmt |
| Fundraising | $41,776 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,292 | TotalAmt |
| Program Services | $14,292 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,755 | TotalAmt |
| Management And General | $251 | ManagementAndGeneralAmt |
| Fundraising | $1,504 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,390,841 | TotalAmt |
| Program Services | $2,298,153 | ProgramServicesAmt |
| Management And General | $92,688 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,630 | TotalAmt |
| Management And General | $56,630 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| EVENTS | $133,072 | $35 | $133,037 | |
| FOOD & CATERING | $26,358 | $5,396 | $20,962 | |
| BAD DEBT EXPENSE | $25,050 | $25,050 | ||
| REPAIRS & MAINTENANCE | $9,892 | $9,300 | $592 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,869,485 | TotalAmt |
| Program Services | $6,156,297 | ProgramServicesAmt |
| Management And General | $937,333 | ManagementAndGeneralAmt |
| Fundraising | $775,855 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,309,585 | BOYAmt |
| EOY | $3,758,873 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,972 | BOYAmt |
| EOY | $7,185 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,472,949 | BOYAmt |
| EOY | $1,763,984 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,803 | BOYAmt |
| EOY | $48,163 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,000 | BOYAmt |
| EOY | $900,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,287 | BOYAmt |
| EOY | $390,559 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $76,924,855 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,725,758 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,222,287 | BOYAmt |
| EOY | $57,199,097 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,145,408 | BOYAmt |
| EOY | $78,228,135 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,715,916 | BOYAmt |
| EOY | $9,584,324 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,347,938 | BOYAmt |
| EOY | $5,640,942 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,978,145 | BOYAmt |
| EOY | $157,521,262 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,319,296 | BOYAmt |
| EOY | $678,345 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22 | BOYAmt |
| EOY | $21 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,319,318 | BOYAmt |
| EOY | $678,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,448,339 | BOYAmt |
| EOY | $127,771,399 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,210,488 | BOYAmt |
| EOY | $29,071,497 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,658,827 | BOYAmt |
| EOY | $156,842,896 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,978,145 | BOYAmt |
| EOY | $157,521,262 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,141,041 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,791,362 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $251,666 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,367,022 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,684,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,405,651 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,904,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,352,146 | CurrentTaxYearAmt |
| Total | $20,713,788 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,367,022 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,684,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,405,651 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,904,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,352,146 | CurrentTaxYearAmt |
| Total | $20,713,788 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,851,358 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,862,430 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,797,483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,047,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,449,876 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,925,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,616,972 | CurrentTaxYearAmt |
| Total | $11,838,079 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,551,867 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,180,323 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.38190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,956,274 | BeginningYearBalanceAmt |
| Contributions | $151,235 | ContributionsAmt |
| Investment Earnings Or Losses | $13,083,053 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,684,014 | OtherExpendituresAmt |
| End Year Balance | $65,506,548 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,681,074 | BeginningYearBalanceAmt |
| Contributions | $270,813 | ContributionsAmt |
| Investment Earnings Or Losses | $8,539,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,534,620 | OtherExpendituresAmt |
| End Year Balance | $53,956,274 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,540,919 | BeginningYearBalanceAmt |
| Contributions | $6,903,129 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,294,140 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,468,834 | OtherExpendituresAmt |
| End Year Balance | $48,681,074 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,462,595 | BeginningYearBalanceAmt |
| Contributions | $757,440 | ContributionsAmt |
| Investment Earnings Or Losses | $4,878,858 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $557,974 | OtherExpendituresAmt |
| End Year Balance | $52,540,919 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,531,792 | BeginningYearBalanceAmt |
| Contributions | $2,016,635 | ContributionsAmt |
| Investment Earnings Or Losses | $4,503,438 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $589,270 | OtherExpendituresAmt |
| End Year Balance | $47,462,595 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.82285 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.17715 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,452,051 | OtherCostOrOtherBasisAmt |
| Book Value | $12,452,051 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,437,606 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,622,458 | DepreciationAmt |
| Book Value | $34,815,148 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,276,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,994,357 | DepreciationAmt |
| Book Value | $6,282,319 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,516,894 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,108,943 | DepreciationAmt |
| Book Value | $3,407,951 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $241,628 | OtherCostOrOtherBasisAmt |
| Book Value | $241,628 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $57,199,097 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN PARTNERSHIP | Desc |
| Book Value | $9,584,324 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,584,324 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASES PAYABLE, NET OF CURRENT PORTION | Desc |
| Amt | $21 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,531,307 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,791,362 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,791,362 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,739,945 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $270,581 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $270,581 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,010,526 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,598,904 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,598,904 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $270,581 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $270,581 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,869,485 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE FOUNDATION'S INFORMATIONAL RETURNS FILED IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. AS A RESULT, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2020. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SANSUM CLINIC | |||||||||
| 470 S PATTERSON | SANTA BARBARA | CA | 93111 | 956419205 | 501(C)(3) | $3,509,891 | $0 | GENERAL CANCER CARE | |
| SANTA BARBARA COTTAGE HOSPITAL | |||||||||
| 400 W PUEBLO ST | SANTA BARBARA | CA | 93105 | 951644629 | 501(C)(3) | $90,588 | $0 | PEDIATRIC AND GENERAL CANCER CARE | |
| SANTA BARBARA NEIGHBOORHOOD CLINICS | |||||||||
| 915 N MILPAS | SANTA BARBARA | CA | 93101 | 770496382 | 501(C)(3) | $66,000 | $0 | CANCER PREVENTION AND CARE PROGRAM | |
| PAXMAN US | |||||||||
| 2450 HOLCOMBE BLVD TMC INNOCATION | HOUSTON | TX | 77021 | 821601606 | $20,000 | $0 | UCLA COLD CAP PROGRAM | SUITE 210 | |
| SANTA YNEZ COMMUNITY OUTREACH | |||||||||
| 164 W HWY 246 | BUELTON | CA | 93427 | 510454157 | 501(C)(3) | $12,000 | $0 | MEALS ON WHEELS | |
| UCSB | |||||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 93106 | 956006145 | 501(C)(3) | $12,000 | $0 | RESEARCH MENTORSHIP | BARBARA |
| CAMP KESEM | |||||||||
| 10586 W PICO BOULEVARD 196 | LOS ANGELES | CA | 90064 | 510454157 | 501(C)(3) | $5,536 | $0 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CANCER FOUNDATION OF SANTA BARBARA REQUIRES MID-YEAR AND END OF YEAR IMPACT REPORTS FROM ITS GRANTEES. THIS INCLUDES A YEAR-END RECONCILIATION OF FUNDS AWARDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORI WILLIS | ||||||||||||||
| EXECUTIVE DIRECTOR | $204,935 | $0 | $10,000 | $0 | $0 | $0 | $30,500 | $0 | $5,404 | $0 | $250,839 | $0 | $0 | $0 |
| STEPHANIE CARLYLE | ||||||||||||||
| DIRECTOR OF PHILANTHROPY | $134,628 | $0 | $10,000 | $0 | $0 | $0 | $28,200 | $0 | $8,145 | $0 | $180,973 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES ARE DISCRETIONARY AND DETERMINED BY THE BOARD. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,188 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT CARDS | 8 | $1,550 | FMV |
| Yes (X) | PLANTS | 1 | $500 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE TOTALS REPORTED IN COLUMN (B) REPRESENT THE TOTAL NUMBER OF CONTRIBUTIONS RECEIEVED FOR EACH CATEGORY DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2024. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD FINANCE COMMITTEE REVIEWS THE 990 AND A COPY OF THE 990 WAS DISTRIBUTED TO THE FULL BOARD PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH BOARD MEMBER MUST SIGN ACKNOWLEDGEMENT THAT HE/SHE HAS READ AND UNDERSTOOD THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND AGREES TO COMPLY WITH THE TERMS STATED IN THE POLICY. ANNUALLY, EACH BOARD MEMBER MUST DISCLOSE IN WRITING ANY CONFLICT OF INTEREST IN CONNECTION WITH THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, MANAGEMENT PROVIDES COMPARABLE SALARY DATA TO THE BOARD FOR REVIEW AND APPROVAL OF THE EXECUTIVE DIRECTOR'S SALARY AND BENEFIT COMPENSATION PACKAGE. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS AND 990 NON-PROFIT TAX RETURN ARE AVAILABLE UPON REQUEST OR INSPECTION AT THE FOUNDATION IN ADDITION TO BEING POSTED ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST IN CRTS 251,666. |
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