BELLOWE FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BELLOWE FAMILY FOUNDATION (EIN 77-0456981)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201521359349102082
- 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
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T14:51:53-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770181453 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASIF HICKS HARRIS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WEST ANAPAMU STREET SUITE B | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770456981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARNOLD & JILL BELLOWE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 8059692429 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 PARK LANE | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARNOLD BELLOWE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8059692429 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFERY P HARRIS | PreparerPersonNm |
| PTIN | P01070180 | PTIN |
| Phone | 8059661521 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,333,637 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,058 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,058 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,864 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,864 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,382 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $586 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $70,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,304 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,658 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,414 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,414 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,461 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,420 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,583 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,906 | CashBOYAmt |
| Cash EOY | $29,033 | CashEOYAmt |
| Cash EOYFMV | $29,033 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $240,049 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $149,970 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $149,970 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $985,965 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,051,926 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,154,634 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,239,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,230,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,333,637 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,239,920 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,230,929 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,239,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,230,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,239,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,230,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,239,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,991 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,230,929 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,230,929 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB (CAP GAIN DISTRIBUTIONS) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $38,382 | GrossSalesPriceAmt |
| Gain Or Loss | $38,382 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $38,382 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,382 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,961 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,325,018 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037706 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,914 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,310,561 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050294 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,487 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,314,992 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054363 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,637 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,291,497 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049274 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $69,868 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,214,831 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057513 | DistributionYr5Rt |
| Total Distribution | 0.249150 | TotalDistributionRt |
| Average Distribution | 0.049830 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,344,862 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,014 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $656 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,670 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $71,420 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $656 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $656 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,120 | TotalPaymentsAndCreditsAmt |
| Overpayment | $464 | OverpaymentAmt |
| Applied To ES Tax | $464 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JILL BELLOWE CFO | IndividualWithBooksNm |
| Phone | 8059692429 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 PARK LANE | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARNOLD BELLOWE | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JILL BELLOWE | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| STACY TAGER | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,144,953 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $220,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,365,342 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,365,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,480 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,344,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $656 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $656 | TotalTaxAmt |
| Distributable Before Adj | $66,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $71,420 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $656 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,764 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,156 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Total For Prior Years | $1,251 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $65,156 | AppliedToYear1Amt |
| Applied To Prior Years | $1,251 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,013 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $61,574 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARNOLD BELLOWE | ContributingManagerNm |
| Contributing Manager | JILL BELLOWE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL USA | ||||||||
| 5 PENN PLAZA 14TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $100 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 823 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $100 | |
| BRENTWOOD SCHOOL | ||||||||
| 12001 SUNSET BLVD | LOS ANGELES | CA | 90049 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| CALM | ||||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $100 | |
| CASA ESPERANZA HOMELESS CENTER | ||||||||
| PO BOX 24116 | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $500 | |
| CHAUTAUQUA INSTITUTION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $5,200 | |
| CHAUTAUQUA LAKE ASSOCIATION | ||||||||
| 429 E TERRACE AVE | LAKEWOOD | NY | 14750 | NONE | EXEMPT | CHARITABLE | $500 | |
| CHAUTAUQUA WATERSHED CONSERVANCY | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $3,250 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | EXEMPT | CHARITABLE | $100 | |
| COMMUNITY ENVIRONMENTAL COUNCIL | ||||||||
| 26 W ANAPAMU STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE | ||||||||
| 232 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) | ||||||||
| 100 W HARRISON NORTH TOWER SUITE | SEATTLE | WA | 98119 | NONE | EXEMPT | CHARITABLE | $250 | 500 |
| CREATIVE VISIONS FOUNDATION | ||||||||
| 18820 PACIFIC COAST HIGHWAY SUITE | MALIBU | CA | 90265 | NONE | EXEMPT | CHARITABLE | $500 | 201 |
| DIRECT RELIEF INTERNATIONAL | ||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $4,500 | |
| ENSEMBLE THEATRE | ||||||||
| 914 SANTA BARBARA ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $5,500 | |
| ENVIRONMENTAL DEFENSE CENTER | ||||||||
| 906 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| FIRST UNITED METHODIST CHURCH OF SANTA MARIA (HAITI REBUILD) | ||||||||
| 1008 ELEVENTH STREET | SANTA MARIA | CA | 90403 | NONE | EXEMPT | CHARITABLE | $500 | |
| FOUNDATION FOR SBCC | ||||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVENUE 34TH FL | NEW YORK | NY | 10118 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | CA | 44122 | NONE | EXEMPT | CHARITABLE | $20,000 | |
| JEWISH FEDERATION OF GREATER SANTA BARBARA | ||||||||
| 524 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $2,100 | |
| KCLU PUBLIC RADIO | ||||||||
| 60 WEST OLSEN RD 4400 | THOUSAND OAKS | CA | 91360 | NONE | EXEMPT | CHARITABLE | $500 | |
| LOBERO THEATER FOUNDATION | ||||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| PBS OF SOCAL | ||||||||
| PO BOX 25113 | SANTA ANA | CA | 92799 | NONE | EXEMPT | CHARITABLE | $250 | |
| PEOPLE ASSISTING THE HOMELESS - LOS ANGELES | ||||||||
| 340 NORTH MADISON AVENUE | LOS ANGELES | CA | 90004 | NONE | EXEMPT | CHARITABLE | $900 | |
| ROBERT H JACKSON CENTER | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| SANSUM CLINIC | ||||||||
| PO BOX 1200 | SANTA BARBARA | CA | 93102 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| SANTA BARBARA CHANNELKEEPER | ||||||||
| 714 BOND AVENUE | SANTA BARBARA | CA | 93103 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | EXEMPT | CHARITABLE | $500 | |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $1,500 | |
| SANTA BARBARA PUBLIC LIBRARY | ||||||||
| PO BOX 1019 | SANTA BARBARA | CA | 931021019 | NONE | EXEMPT | CHARITABLE | $120 | |
| SANTA BARBARA ZOO | ||||||||
| 500 NINOS DR | SANTA BARBARA | CA | 93103 | NONE | EXEMPT | CHARITABLE | $250 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 85 SECOND STREET SECOND FLOOR | SAN FRANCISCO | CA | 941053441 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| SWIM ACROSS AMERICA | ||||||||
| 1684 8TH AVENUE | SAN FRANCISCO | CA | 94122 | NONE | EXEMPT | CHARITABLE | $200 | |
| TOWER 26 ACADEMY | ||||||||
| 1911 S WESTGATE AVE | LOS ANGELES | CA | 90025 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| TRANSITION HOUSE | ||||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| UCSB (UC REGENTS) | ||||||||
| UNIVERSITY OF SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | EXEMPT | CHARITABLE | $3,500 | |
| UNITED WAY OF SANTA BARBARA | ||||||||
| 320 E GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $500 | |
| VENICE FAMILY CLINIC | ||||||||
| 604 ROSE AVENUE | VENICE | CA | 90294 | NONE | EXEMPT | CHARITABLE | $500 | |
| WOMEN'S FUND OF SANTA BARBARA | ||||||||
| 15 E CARRILLO STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| YOUTH OPPORTUNITIES UNLIMITED | ||||||||
| 1361 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | EXEMPT | CHARITABLE | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,420 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,058 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,864 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $586 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,382 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,890 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,890 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | UNDISTRIBUTED INCOME FROM 2012 IS BEING APPLIED FIRST TO 2014 DISTRIBUTIONS IN ACCORDANCE WITH CODE SECTION 53.4942(A)-3(D)(2). | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS (BEL AIR INVESTMENTS) | AT COST | $0 | $0 |
| MUTUAL FUNDS (CHARLES SCHWAB) | AT COST | $1,051,926 | $1,154,634 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $139 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $139 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BEL AIR INVESTMENTS - NONDIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $586 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $586 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AG FILING FEE | $25 | $25 | $0 |
| FEDERAL EXCISE TAXES | $2,615 | $0 | $0 |
| SEC'Y OF STATE FILING FEE | $10 | $10 | $0 |
| FOREIGN TAX ON INVESTMENTS | $8 | $8 | $0 |
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