EDWIN AND JEANNE WOODS FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
EDWIN AND JEANNE WOODS FAMILY FOUNDATION (EIN 20-0968659)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-02-20
IRS object ID
202540519349100319
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-02-20T13:58:31-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680422725PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Robert K TaylorBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12244 Oak Grove Rd Box 30699AddressLine1Txt
CityWalnut CreekCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94598ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200968659EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Edwin and Jeanne Woods Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDWIBusinessNameControlTxt
Phone9252289821PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line196 Fountainhead CourtAddressLine1Txt
CityMartinezCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94553ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEdwin Woods JrPersonNm
Person TitleCFOPersonTitleTxt
Signature2025-02-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert K TaylorPreparerPersonNm
PTINP00029503PTIN
Phone9259447662PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,848,549FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$475,310DividendsRevAndExpnssAmt
Dividends Net Invst Incm$475,310DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$234,008NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,880,793GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$234,008CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$709,322TotalRevAndExpnssAmt
Total Net Invst Incm$709,322TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$9,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,825AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,825AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$146,290OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$138,290OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$8,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$53,700TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$220TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,391OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,391OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$212,031TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$143,115TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,436TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$648,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$648,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$860,531TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$143,115TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$663,936TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$151,209ExcessRevenueOverExpensesAmt
Net Investment Income$566,207NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,726CashBOYAmt
Cash EOY$28,485CashEOYAmt
Cash EOYFMV$28,485CashEOYFMVAmt
Sav And Temp Cash Invst BOY$24,530SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$37,143SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$37,143SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,896,489USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,041,646USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,090,920USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,830,244CorporateStockBOYAmt
Corporate Stock EOY$1,144,547CorporateStockEOYAmt
Corporate Stock EOYFMV$2,375,991CorporateStockEOYFMVAmt
Corporate Bonds BOY$608,465CorporateBondsBOYAmt
Corporate Bonds EOY$345,834CorporateBondsEOYAmt
Corporate Bonds EOYFMV$334,048CorporateBondsEOYFMVAmt
Other Investments BOY$2,367,844OtherInvestmentsBOYAmt
Other Investments EOY$3,987,434OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,981,962OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,736,298TotalAssetsBOYAmt
Total Assets EOY$8,585,089TotalAssetsEOYAmt
Total Assets EOYFMV$15,848,549TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$8,736,298CapitalStockBOYAmt
Capital Stock EOY$8,585,089CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$8,736,298TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,585,089TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,736,298TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,585,089TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,736,298TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$151,209ExcessRevenueOverExpensesAmt
Subtotal$8,585,089SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,585,089TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
250000 JP Morgan Chase 6% due 5/1/24P2018-04-202024-05-01$250,000$262,209-$12,209-$12,209
30 AmazonP2021-11-032024-11-06$6,144$5,072$1,072$1,072
40 ADPP2021-11-032024-11-06$12,234$9,000$3,234$3,234
120 Chevron Corp.P2001-12-222024-11-06$18,988$12,756$6,232$6,232
110 Coca ColaP2021-11-032024-11-06$7,016$6,176$840$840
380 IShares Russell 2000 ETF\P2020-01-012024-11-06$89,897$87,590$2,307$2,307
190 Johnson & JohnsonP2001-12-222024-11-06$29,991$12,366$17,625$17,625
470 SPDR S&P Midcap 400P2006-11-082024-11-06$281,076$67,676$213,400$213,400
150 McDonalds Corp.P2021-11-032024-11-06$43,954$37,515$6,439$6,439
170 Norfolk Soughern Corp.P2011-12-222024-11-06$46,915$12,263$34,652$34,652
100 PROLOGIS INC. REITP2021-11-032024-11-06$11,287$14,748-$3,461-$3,461
370 Southern Co.P2014-02-202024-11-06$32,389$15,636$16,753$16,753
193 SPDR S&P Midcap 500P2024-01-012024-11-06$113,914$100,044$13,870$13,870
315 SPDR S&P Midcap 500P2020-01-012024-11-06$185,922$43,569$142,353$142,353
40 Waste Management Inc.P2021-11-032024-11-06$8,726$6,385$2,341$2,341
12100 Blackstone Mortgage TrustP2020-01-012024-12-27$215,871$394,700-$178,829-$178,829
750 PROLOGIS INC. REITP2020-01-012024-12-27$79,043$92,713-$13,670-$13,670
450 PROLOGIS INC. REITP2020-01-012024-12-27$47,426$66,367-$18,941-$18,941
2000000 US TBillP2023-11-132024-04-11$2,000,000$2,000,000
1600000 US TBillP2024-04-102024-07-09$1,600,000$1,600,000
2000000 US TBillP2024-01-112024-07-11$2,000,000$2,000,000
1800000 US TBillP2024-07-092024-10-10$1,800,000$1,800,000
FieldValueIRS element (for citing)
Capital Gain Net Income$234,008CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,870InvestmentIncomeExciseTaxAmt
Subtotal$7,870SubtotalAmt
Tax Based On Investment Income$7,870TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$12,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$4,130OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$4,130RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Prudence Jeanne Woods NoonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9252289821PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line196 Fountainhead CourtAddressLine1Txt
CityMartinezCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94553ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Francine Newhall Woods
3707 Kallin AveLong BeachCA90808President0.00$0
Prudence Jeanne Woods Noon
96 Fountainhead CourtMartinezCA94553Secretary0.00$0
Edwin Woods Jr
PO Box 5153Santa MariaCA934565153CFO0.00$0
Henry Bell
506 22nd AveSan FranciscoCA94121Director0.00$0
Margaret Bell
3707 Kallin AveLong BeachCA90808Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,655,832AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$114,216AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,770,048TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$15,770,048AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$236,551CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,533,497NetVlNoncharitableAssetsAmt
Minimum Investment Return$776,675MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$776,675MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,870TaxBasedOnInvestmentIncomeAmt
Total Tax$7,870TotalTaxAmt
Distributable Before Adj$768,805DistributableBeforeAdjAmt
Distributable Before Ded$768,805DistributableBeforeDedAmt
Distributable As Adjusted$768,805DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$663,936ExpensesAndContributionsAmt
Qualifying Distributions$663,936QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$768,805DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$15,040ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,226ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$25,266TotalExcessDistributionCyovAmt
Qualifying Distributions$663,936QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$663,936AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$25,266ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$25,266ExcessDistributionCyovAppCYAmt
Undistributed Income CY$79,603UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPrudence Jeanne Woods NoonRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line196 Fountainhead CourtAddressLine1Txt
CityMartinezCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94553ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9252289821RecipientPhoneNum
Form And Info And MaterialsUpon written request, the Foundation will furnish application materials to potential applicants.FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsGenerally, grants will be made to organizations in Northern Santa Barbara County.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Santa Maria Philharmonic
PO Box 375Santa MariaCA93456NonePCCharitable Support$25,000
PathPoint
2450 Professional Parkway Ste 220Santa MariaCA93455NonePCCharitable Support$15,000
Food Bank of SBC
1525 State Street Suite 100Santa BarbaraCA93101NonePCCharitable Support$20,000
Marian Regional Medical Center Fdn
1400 East Church StSanta MariaCA93454NonePCCharitable Support$25,000
Los Padres Council BSA
4000 Modoc Road 4Santa BarbaraCA93110NonePCCharitable Support$15,000
OASIS Center
PO Box 2637Santa MariaCA93457NonePCCharitable Support$25,000
Woods Humane Society
875 Oklahoma AveSan Luis ObispoCA93405NonePCCharitable Support$25,000
Children's Resource Network
POBox 454Pismo BeachCA93448NonePCCharitable Support$25,000
Transitions Mental Health Assn
PO Box 15408San Luis ObispoCA93406NonePCCharitable Support$10,000
CASA
2125 S Broadway Suite 106Santa MariaCA93454NonePCCharitable Support$20,000
Cuyama Valley Family Resource Cente
PO Box 5New CuyamaCA93254NonePCCharitable Support$15,000
Hearts Aligned
PO Box 901GoletaCA93111NonePublicCharitable Support$10,000
SM Valley YMCA
3400 Skyway DrSanta MariaCA93455NonePCCharitable Support$30,000
Friends of Orcutt Library
2215 Fallen Leaf DriveSanta MariaCA93455NonePCCharitable Support$6,500
Rescue Mission Alliance
315 North A StreetOxnardCA93030NonePCCharitable Support$15,000
Fighting Back Santa Maria
210 S Miller Street 209Santa MariaCA93454NonePCCharitable Support$20,000
New Beginnings
530 E Montecito Street Suite 101Santa BarbaraCA93103NonePCCharitable Support$25,000
The Freedom to Choose
315 Meigs Rd Suite A295Santa BarbaraCA93109NonePCCharitable Support$15,000
Santa Maria Valley Discovery Museum
705 S McClelland StSanta MariaCA93454NonePCCharitable Support$20,000
Nature Track
PO Box 953Los OlivosCA93441NonePCCharitable Support$10,000
Future Leaders of America
PO Box 396Santa MariaCA93456NonePCCharitable Support$25,000
CARE 4 Paws
PO Box 60524Santa BarbaraCA93160NonePCCharitable Support$15,000
VTC Enterprises
PO Box 1187Santa MariaCA93456NonePCCharitable Support$10,000
Partners in Housing Solutions
2605 S Miller Street Suite 103Santa MariaCA93455NonePCCharitable Support$20,000
California 4H Foundation
2801 2nd StreetDavisCA95618NonePCCharitable Support$20,000
Veggie Rescue
PO Box 1651Santa YnezCA93460NonePCCharitable Support$10,000
The FUND for Santa Barbara
PO Box 90701Santa BarbaraCA93190NonePCCharitable Support$10,000
Santa Barbara Humane Society
5399 Overpass RoadSanta BarbaraCA93111NonePCCharitable Support$30,000
SEEAG
PO Box 7738VenturaCA93006NonePCCharitable Support$15,000
Good Samaritan Shelter
400 West ParkSanta MariaCA93458NonePCCharitable Support$10,000
Family Service Agency of SBC
123 West Gutierrez StreetSanta BarbaraCA93101NonePCCharitable Support$15,000
Pacific Pride Foundation
608 Anacapa Street Suite ASanta BarbaraCA93101NonePCCharitable Support$10,000
Pacific Conservatory Theatre
800 S College DriveSanta MariaCA93454NonePCCharitable Support$25,000
Community Partners in Caring
120 E Jones Suite 123Santa MariaCA93454NonePCCharitable Support$5,000
Planned Parenthood
518 Garden StreetSanta BarbaraCA93101NonePCCharitable Support$10,000
Momentum Work Inc
5320 Carpinteria Ave Suite GCarpinteriaCA93013NonePCCharitable Support$7,000
MOVE Santa Barbara County
PO Box 92047Santa BarbaraCA93190NonePCCharitable Support$30,000
Youth Arts Alive
224 Palm Court DriveSanta MariaCA93454NonePCCharitable Support$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$648,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$475,310ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$234,008ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$709,322ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$709,322TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$9,650Amt
Net Investment Income$4,825NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,825DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate BondsBondNm
EOY Book Value$345,834EOYBookValueAmt
EOYFMV$334,048EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCommon StocksStockNm
EOY Book Value$1,144,547EOYBookValueAmt
EOYFMV$2,375,991EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,041,646USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,090,920USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Exchanged Traded FundsAT COST$1,927,509$7,924,466
Mutual FundsAT COST$2,059,925$2,057,496

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Insurance Expense$1,716$1,716
Office Expenses$135$135
Website Expense$540$540

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Audit Fee$16,000$8,000$0$8,000
Investment management$130,290$130,290$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Dept. of Justice$200$200
IRS 23 bal due$41,480
IRS 24 ES$12,000
Secretary of State$20$20

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