VOLENTINE FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- VOLENTINE FAMILY FOUNDATION (EIN 77-0203235)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-05
- IRS object ID
- 201533099349100318
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-05T15:20:34-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770076647 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAMITZ BROOKS NIGHTINGALE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770203235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOLENTINE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOLE | BusinessNameControlTxt |
| Phone | 8059625719 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE K HAYES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8059625719 | PhoneNum |
| Signature | 2015-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,502,253 | 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 | $2,560 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,560 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $551,230 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $551,230 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $43,375 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $43,375 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$2,765 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,441,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,501,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,441,777 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,666 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,428 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,047,608 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,045,370 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $171,774 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $81,554 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,220 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,260 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $630 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $630 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,242 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,681 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,561 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $210,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $209,969 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $562 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $672 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $672 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78,813 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,421 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,468 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $55,600 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $42,076 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,545 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,273 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,272 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,116 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,558 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,558 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,708 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,648 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,060 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $630,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $421,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,331 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,159,616 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,159,616 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,789,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $421,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,297,947 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,257,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,623,888 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $626,973 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,181,298 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,181,298 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,201,573 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $212,394 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,012,219 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $989,179 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,340,732 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $23,407,815 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,161,476 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,792,383 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,084,548 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $211,983 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $895,918 | LandBOYAmt |
| Land EOY | $872,565 | LandEOYAmt |
| Land EOYFMV | $1,185,392 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,448 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,448 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,942,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,206,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,502,253 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,423 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,733 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,423 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,733 | 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 | $25,940,502 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,198,233 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,940,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,198,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,942,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,206,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,940,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,257,731 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,198,233 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,198,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY #278 DAVIS SECURITIES | $819,929 | $553,252 | $266,677 | $266,677 | |
| FIDELITY #286 DELAWARE | $1,217,002 | $1,098,069 | $118,933 | $118,933 | |
| FIDELITY #260 LOGAN | $740,435 | $532,249 | $208,186 | $208,186 | |
| FIDELITY #251 MADISON | $1,094,342 | $1,081,115 | $13,227 | $13,227 | |
| FIDELITY #235 SANTA BARBARA | $916,179 | $647,848 | $268,331 | $268,331 | |
| FIDELITY #219 SECURITIES | $4,533,061 | $4,151,445 | $381,616 | $381,616 | |
| FIDELITY #227 WENTWORTH | $580,511 | $379,270 | $201,241 | $201,241 | |
| GOLDMAN SACHS # 7660 HARDING | $100,199 | $103,842 | -$3,643 | -$3,643 | |
| NORTHERN TRUST #4797 | $721,533 | $726,163 | -$4,630 | -$4,630 | |
| NORTHERN TRUST #3934 | $294,577 | $236,885 | $57,692 | $57,692 | |
| UNION BANK #3800 | $13,033,686 | $10,540,578 | $2,493,108 | $2,493,108 | |
| LANX | $3,994 | $6,425 | -$2,431 | -$2,431 | |
| FISCHER GARRISON | $861 | $729 | $132 | $132 | |
| TERRAPIN PARTNERS OFFSHORE | $2,763 | $2,093 | $670 | $670 | |
| NT HEDGE FUND PARTNERSHIP | $62,218 | $62,218 | $62,218 | ||
| NT PRIVATE EQUITY PARTNERSHIP | $195,569 | $195,569 | $195,569 | ||
| CAPITAL GAINS DIVIDENDS | $184,881 | $184,881 | $184,881 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,441,777 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,186,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,933,490 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042471 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,319,038 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,538,290 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049703 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,159,058 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,514,925 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040647 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,579,093 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,359,070 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057717 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,625,286 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,339,777 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064140 | DistributionYr5Rt |
| Total Distribution | 0.254678 | TotalDistributionRt |
| Average Distribution | 0.050936 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,324,346 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,493,665 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $46,239 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,539,904 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,297,947 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,478 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92,478 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92,478 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,150 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $51,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $90,150 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,328 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | CLAUDETTE SABIRON | IndividualWithBooksNm |
| Phone | 8059625719 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY K POPENHAGEN | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | DIRECTOR | 2.00 | $24,533 | $189 | $2,561 |
| DIANE K HAYES | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | PRESIDENT | 30.00 | $69,772 | $17,697 | $218 |
| CLAUDETTE SABIRON | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | SECRETARY | 30.00 | $50,669 | $16,236 | $0 |
| RICHARD A NIGHTINGALE | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | DIRECTOR | 1.00 | $13,400 | $0 | $0 |
| JOHN MACKALL | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 1.00 | $13,400 | $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 | $26,168,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,262,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,340,733 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,770,910 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,770,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $446,564 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,324,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,466,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,466,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,478 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,478 | TotalTaxAmt |
| Distributable Before Adj | $1,373,739 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,373,739 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,373,739 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,297,947 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,297,947 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,297,947 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,373,739 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,244,782 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,297,947 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,244,782 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,165 | 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 | $1,320,574 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANE HAYES VOLENTINE FAMILY FOUNDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 W CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8059625719 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUEST APPLICATION AND APPLICABLE SUPPORTING DOCUMENTATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 20 | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO ORGANIZATIONS OPERATING IN THE FOLLOWING GEOGRAPHICAL AREAS: SANTA BARBARA, CA, MCCOOK, NE AND LOVELAND, CO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF HEALING ARTS FOR TEENS | |||||||
| 23 W MISSION ST | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| ALANO CLUB OF SB | |||||||
| 235 E COTA ST | SANTA BARBARA | CA | 93101 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $20,000 |
| AMERICAN DREAM FOUNDATION | |||||||
| 2955 CHANDLER DRIVE | LOMPOC | CA | 93436 | NONE | PC | COMMUNITY SUPPORT SERVICES | $5,000 |
| ASSISTANCE LEAGUE | |||||||
| 1249 VERONICA SPRINGS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | SCHOOL BELL PROGRAM | $15,000 |
| BOYS & GIRLS CLUB OF LARIMER | |||||||
| 103 SMOKEY ST | FORT COLLINS | CO | 80525 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| CALM | |||||||
| 1236 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $10,000 |
| CANCER CENTER OF SANTA BARBARA | |||||||
| 300 W PUEBLO ST | SANTA BARBARA | CA | 93105 | NONE | PC | HUMAN HEALTH SERVICES | $3,050 |
| CASA COURT APPOINTED SPEC ADV | |||||||
| 402 E GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $15,000 |
| CASA SERENA | |||||||
| 1515 BATH ST | SANTA BARBARA | CA | 93101 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $25,190 |
| COMMUNITY HOSPITAL HEALTH FND | |||||||
| PO BOX 1328 | MCCOOK | NE | 69001 | NONE | PC | HUMAN HEALTH SERVICES | $1,000 |
| COTTAGE HEALTH SYSTEMS | |||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | PC | HUMAN HEALTH SERVICES | $80,000 |
| COTTAGE REHAB HOSPITAL FOUNDATION | |||||||
| 2415 DE LA VINA STREET | SANTA BARBARA | CA | 93105 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE | |||||||
| PO BOX 28 | SANTA BARBARA | CA | 93102 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $20,000 |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE | |||||||
| PO BOX 28 | SANTA BARBARA | CA | 93102 | NONE | PC | THE FIGHTING BACK MENTOR PROGRAM | $6,000 |
| DOMESTIC VIOLENCE SOLUTIONS | |||||||
| PO BOX 3782 | SANTA BARBARA | CA | 93103 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| EATON SCHOOL DISTRICT | |||||||
| 200 PARK AVENUE | EATON | CO | 80615 | NONE | PC | EDUCATION | $790 |
| ED THOMAS YMCA | |||||||
| 901 WEST E | MCCOOK | NE | 69001 | NONE | PC | RECREATION AND SPORTS | $10,000 |
| ELINGS PARK FOUNDATION | |||||||
| 1298 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | RECREATION AND SPORTS | $1,000 |
| ESTES PARK SCHOOL DISTRICT RE3 | |||||||
| 1605 BRODIE AVE | ESTES PARK | CO | 80517 | NONE | PC | EDUCATION | $1,755 |
| FAMILY SERVICE AGENCY | |||||||
| 123 W GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| FOOD BANK OF LARIMER COUNTY | |||||||
| 1301 BLUE SPRUCE | FORT COLLINS | CO | 80524 | NONE | PC | FAMILY SUPPORT SERVICES | $1,000 |
| FOOD FROM THE HEART | |||||||
| PO BOX 3908 | SANTA BARBARA | CA | 93130 | NONE | PC | FAMILY SUPPORT SERVICES | $7,000 |
| FOODBANK OF SB | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | FAMILY SUPPORT SERVICES | $15,000 |
| FOUNDATION FOR SBCCCARE | |||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | PC | EDUCATION | $20,800 |
| GIRLS INC | |||||||
| HOLLISTER AVE | SANTA BARBARA | CA | 93111 | NONE | PC | YOUTH SUPPORT SERVICES | $22,700 |
| GREATER SANTA BARBARA ICE SKATING ASSOCIATION | |||||||
| PO BOX 478 | SANTA BARBARA | CA | 93102 | NONE | PC | RECREATION AND SPORTS | $10,000 |
| HARMONY FOUNDATION INC | |||||||
| 1600 FISH HATCHERY RD | ESTES PARK | CO | 80517 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $4,600 |
| HEARTS & HORSES | |||||||
| 163 N COUNTY ROAD 29 | LOVELAND | CO | 80537 | NONE | PC | DISABILITY SUPPORT SERVICES | $6,000 |
| HIGHLAND HIGH SCHOOL | |||||||
| 2900 ROYAL SCOTS WAY | BAKERSFIELD | CA | 93306 | NONE | PC | EDUCATION | $4,290 |
| HOUSE OF NEIGHBORLY SERVICE | |||||||
| 565 NORTH CLEVELAND AVENUE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $51,000 |
| JUSTICE HIGH SCHOOL | |||||||
| 805 EXCALIBUR STREET | LAFAYETTE | CO | 80026 | NONE | PC | EDUCATION | $4,875 |
| LOVELAND FOOD BANK | |||||||
| 245 S MADISON AVE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $65,000 |
| MCCOOK COLLEGE FOUNDATION | |||||||
| 1205 E 3RD ST | MCCOOK | NE | 69001 | NONE | PC | EDUCATION | $10,000 |
| MCCOOK COMM HOSPITAL HEALTH FD | |||||||
| 801 WEST C STREET | MCCOOK | NE | 69001 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 |
| MEALS ON WHEELS LOVELAND & BERTHOUD | |||||||
| 535 NORTH DOUGLAS AVE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $15,000 |
| MENTAL WELLNESS CENTER | |||||||
| 617 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 |
| NATURAL DISASTER SEARCH DOG FOUNDATION | |||||||
| 501 E OJAI AVE | OJAI | CA | 93023 | NONE | PC | DISASTER SUPPORT SERVICES | $20,000 |
| NEW HOUSE | |||||||
| 2434 BATH STREET | SANTA BARBARA | CA | 93105 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $20,000 |
| PAGE YOUTH CENTER | |||||||
| 4540 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | RECREATION AND SPORTS | $15,000 |
| PARTNERS IN EDUCATION | |||||||
| PO BOX 6307 | SANTA BARBARA | CA | 93160 | NONE | PC | EDUCATION | $5,000 |
| PATHPOINT | |||||||
| 315 W HALEY ST 102 | SANTA BARBARA | CA | 93101 | NONE | PC | DISABILITY SUPPORT SERVICES | $10,000 |
| PATHWAYS HOSPICE | |||||||
| 585 NORTH MARY AVE | SUNNYVALE | CA | 94085 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 |
| PINNACLE CHARTER SCHOOL | |||||||
| 1001 W 84TH AVENUE | DENVER | CO | 80260 | NONE | PC | EDUCATION | $4,290 |
| POLICE ACTION LEAGUE (PAL) | |||||||
| 222 E ANAPAMU STE 24 | SANTA BARBARA | CA | 93190 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| ROCKY MOUNTAIN LUTHERAN HIGH SCHOOL | |||||||
| 2300 W 90TH AVE | DENVER | CO | 80260 | NONE | PC | EDUCATION | $390 |
| SALVATION ARMY | |||||||
| PO BOX 6190 | SANTA BARBARA | CA | 93160 | NONE | PC | HOMELESS SUPPORT SERVICES | $7,355 |
| SANTA BARBARA ATHLETIC ROUND TABLE | |||||||
| PO BOX 3813 | SANTA BARBARA | CA | 93130 | NONE | PC | RECREATION AND SPORTS | $6,000 |
| SANTA BARBARA CITY COLLEGE | |||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | EDUCATION | $5,000 |
| SANTA BARBARA FOUNDATION | |||||||
| 15 E CARRILLO ST | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICES | $1,000 |
| SANTA BARBARA HISTORICAL SOCIETY | |||||||
| 136 E DE LA GUERRA ST | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION | $5,000 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | NONE | PC | EDUCATION | $10,000 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | |||||||
| 970 EMBARCADERO DEL MAR | ISLA VISTA | CA | 93117 | NONE | PC | HUMAN HEALTH SERVICES | $25,000 |
| SANTA BARBARA POLICE OFFICERS ASSOC | |||||||
| PO BOX 687 | SANTA BARBARA | CA | 93102 | NONE | PC | COMMUNITY SUPPORT SERVICES | $500 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI STREET | SANTA BARBARA | CA | 93103 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $5,500 |
| SANTA BARBARA SCHOOL DISTRICTS | |||||||
| 720 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION | $30,000 |
| SANTA BARBARA YMCA | |||||||
| 36 HITCHCOCK WAY | SANTA BARBARA | CA | 93105 | NONE | PC | RECREATION AND SPORTS | $20,000 |
| SANTA BARBARA ZOOLOGICAL FNDTN | |||||||
| 500 NINOS DR | SANTA BARBARA | CA | 93103 | NONE | PC | EDUCATION | $78,675 |
| SANTA COPS OF LARIMER COUNTY | |||||||
| PO BOX 580 | FORT COLLINS | CO | 80522 | NONE | PC | YOUTH SUPPORT SERVICES | $1,123 |
| SCHOLARSHIP FOUNDATION OF SB | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | PC | EDUCATION | $20,000 |
| SEVERANCE MIDDLE SCHOOL | |||||||
| 1801 AVERY PLZ | WINDSOR | CO | 80550 | NONE | PC | EDUCATION | $780 |
| SPECIAL OLYMPICS - SANTA BARBARA | |||||||
| 423 W VICTORIA ST | SANTA BARBARA | CA | 93101 | NONE | PC | DISABILITY SUPPORT SERVICES | $1,000 |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 133 EAST DE LA GUERRA 163 | SANTA BARBARA | CA | 93101 | NONE | PC | HUMAN HEALTH SERVICES | $18,000 |
| THE FIRST TEE CENTRAL COAST | |||||||
| PO BOX 1611 | SUMMERLAND | CA | 93067 | NONE | PC | RECREATION AND SPORTS | $10,000 |
| THOMPSON R-2J SCHOOL DISTRICT | |||||||
| 800 SOUTH TAFT AVENUE | LOVELAND | CO | 80537 | NONE | PC | EDUCATION | $35,000 |
| TRANSITION HOUSE | |||||||
| 425 EAST COTA ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $19,500 |
| UNITED BOYS & GIRLS CLUB OF SB | |||||||
| 5701 HOLISTER AVE | GOLETA | CA | 93116 | NONE | PC | YOUTH SUPPORT SERVICES | $15,000 |
| UNITED WAY OF SANTA BARBARA | |||||||
| 320 EAST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICES | $20,000 |
| UNITY SHOPPE | |||||||
| 1236 CHAPALA | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $89,500 |
| VISITING NURSE & HOSPICE CARE | |||||||
| 220 E CANON PERDIDO | SANTA BARBARA | CA | 93101 | NONE | PC | HUMAN HEALTH SERVICES | $13,000 |
| WELD COUNTY RE-1 SCHOOL DISTRICT | |||||||
| 14827 WELD COUNTY ROAD 42 | GILCREST | CO | 80623 | NONE | PC | EDUCATION | $13,065 |
| WELD COUNTY RE-3J SCHOOL DISTRICT | |||||||
| 99 W BROADWAY ST | KEENESBURG | CO | 80643 | NONE | PC | EDUCATION | $3,100 |
| WELD COUNTY RE-8 SCHOOL DISTRICT | |||||||
| 301 REYNOLDS STREET | FORT LUPTON | CO | 80621 | NONE | PC | EDUCATION | $14,820 |
| WELD COUNTY SCHOOL DISTRICT RE-7 | |||||||
| 501 CLARK ST | KERSEY | CO | 80644 | NONE | PC | EDUCATION | $4,485 |
| WINDSOR SCHOOL DISTRICT | |||||||
| 1020 MAIN STREET | WINDSOR | CO | 80550 | NONE | PC | EDUCATION | $2,633 |
| YOUNG LIFE | |||||||
| 123 W PADRE ST 3 | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $28,850 |
| CHILDREN'S MUSEUM OF SANTA BARBARA (MOXI) | |||||||
| 1236 E DE LA GUERRA ST | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION | $5,000 |
| COMMUNITY KITCHEN | |||||||
| 816 CACIQUE STREET | SANTA BARBARA | CA | 93103 | NONE | PC | FAMILY SUPPORT SERVICES | $1,000 |
| LOVELAND HABITAT FOR HUMANITY | |||||||
| 5250 GARFIELD N HWY 287 | LOVELAND | CO | 80538 | NONE | PC | FAMILY SUPPORT SERVICES | $6,000 |
| LA CUMBRE JUNIOR HIGH SCHOOL FOUNDATION | |||||||
| 2255 MODOC ROAD | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION | $10,000 |
| OPEN ALTERNATIVE SCHOOL | |||||||
| 4025 FOOTHILL ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | EDUCATION | $2,000 |
| PROJECT SELF-SUFFICIENCY | |||||||
| 2001 S SHIELD ST D-203 | FORT COLLINS | CO | 80526 | NONE | PC | FAMILY SUPPORT SERVICES | $1,000 |
| SANTA BARBARA CULTURAL DEVELOPMENT FOUNDATION | |||||||
| PO BOX 1357 | SUMMERLAND | CA | 93067 | NONE | PC | MUSIC AND THE ARTS | $5,000 |
| SANTA BARBARA SCHOOL OF SQUASH | |||||||
| 1530 CHAPALA STREET SUITE B | SANTA BARBARA | CA | 93101 | NONE | PC | RECREATION AND SPORTS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,159,616 | 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 | $2,560 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $551,230 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$2,765 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,238 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $6,428 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,441,777 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,238 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,999,230 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,001,468 | 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 | DAMITZ, BROOKS, NIGTHINGALE, ET AL | CategoryTxt |
| Amt | $34,242 | Amt |
| Net Investment Income | $25,681 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,561 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2001-12-20 | $752,332 | $207,527 | SL | 39.000000000000 | $19,291 | $0 |
| LAND | 2001-12-20 | $112,418 | L | $0 | $0 | ||
| FMV IN EXCESS OF BASIS | 2001-12-20 | $60,000 | L | $0 | $0 | ||
| COPIER/FAX | 2004-01-26 | $842 | $842 | SL | 5.000000000000 | $0 | $0 |
| FOUNDATION OFFICE CHAIRS | 2004-02-17 | $3,507 | $3,507 | 200DB | 7.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2004-02-24 | $4,254 | $4,254 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2005-10-27 | $2,353 | $2,287 | 200DB | 7.000000000000 | $0 | $0 |
| COPIER/FAX | 2006-03-13 | $3,212 | $3,212 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE SOFA | 2006-03-31 | $1,600 | $1,600 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2006-04-30 | $1,540 | $1,540 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER | 2009-06-15 | $1,748 | $1,604 | SL | 5.000000000000 | $144 | $0 |
| HP LASER JET P3015 | 2011-01-03 | $795 | $477 | SL | 5.000000000000 | $159 | $0 |
| HP LASER JET P3015 | 2011-06-30 | $630 | $315 | SL | 5.000000000000 | $126 | $0 |
| BUILDING REMODEL | 2012-07-01 | $892,939 | $34,344 | SL | 39.000000000000 | $22,896 | $0 |
| DESK | 2012-01-25 | $10,364 | $3,973 | SL | 5.000000000000 | $2,073 | $0 |
| BUILDING REMODEL | 2013-07-01 | $30,678 | $393 | SL | 39.000000000000 | $787 | $0 |
| REMOVABLE WALL | 2013-07-01 | $19,855 | $662 | SL | 15.000000000000 | $1,324 | $0 |
| BUILDING | 2001-12-20 | $335,168 | $109,642 | SL | 39.000000000000 | $8,594 | $0 |
| LAND | 2001-12-20 | $50,082 | L | $0 | $0 | ||
| ELECTRICAL RECONFIGURATION | 2014-09-30 | $5,512 | SL | 39.000000000000 | $35 | $0 | |
| DELL OFFICE COMPUTER | 2014-12-15 | $2,594 | SL | 5.000000000000 | $43 | $0 | |
| COPIER | 2014-06-06 | $1,101 | SL | 5.000000000000 | $128 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SERVICES FROM DISQUALIFIED PERSON | FORM 990-PF, PART VII-B, LINE 1A(3) | THE FOUNDATION UTILIZES THE SERVICES OF THE LAW FIRM OF SEED MACKALL FOR LEGAL CONSULTING; MR. MACKALL IS A PRINCIPAL OF THE LAW FIRM AND A DIRECTOR OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY. |
| BALANCE SHEET, LINE 13, INVESTMENTS - OTHER | FORM 990-PF, PART II | INCLUDES INVESTMENTS IN US TREASURY OBLIGATIONS, CORPORATE STOCK (DOMESTIC AND FOREIGN), CORPORATE BONDS, AND MUTUAL FUND INVESTMENTS. |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $565,500 | $179,428 | $386,072 | $525,806 |
| LAND | $115,700 | $0 | $115,700 | $157,576 |
| REMODEL | $500,518 | $30,980 | $469,538 | $639,481 |
| FURNITURE AND FIXTURES | $19,855 | $1,986 | $17,869 | $17,869 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY #219 | AT COST | $0 | $0 |
| FIDELITY #227 | AT COST | $0 | $0 |
| FIDELITY #235 | AT COST | $0 | $0 |
| FIDELITY #251 | AT COST | $0 | $0 |
| FIDELITY #260 | AT COST | $0 | $0 |
| FIDELITY #278 | AT COST | $0 | $0 |
| FIDELITY #286 | AT COST | $0 | $0 |
| TRITON PACIFIC | AT COST | $100,000 | $100,000 |
| FISCHER GARRISON OFFSHORE | AT COST | $3,199 | $3,957 |
| LANX OFFSHORE PARTNERS II | AT COST | $6,566 | $3,909 |
| TERRAPIN OFFSHORE | AT COST | $4,250 | $5,984 |
| NORTHERN TRUST #797 | AT COST | $3,710,955 | $4,123,049 |
| NORTHERN TRUST #934 | AT COST | $524,170 | $668,189 |
| NORTHERN TRUST HEDGE FUND OF FUNDS | AT COST | $1,869,920 | $1,674,460 |
| NORTHERN TRUST PRIVATE EQUITY | AT COST | $811,651 | $1,360,074 |
| NORTHER TRUST PRIVATE EQUITY CORE FUND | AT COST | $55,966 | $58,000 |
| NORTHERN TRUST DIRECT REAL ESTATE | AT COST | $1,211,485 | $1,157,572 |
| NORTHERN TRUST COMMODITIES | AT COST | $1,047,245 | $813,952 |
| NORTHERN TRUST CORPORATE/GOVERNMENT | AT COST | $255,195 | $252,900 |
| UNION BANK | AT COST | $0 | $0 |
| MINERAL INTEREST - WATERFLOOD | AT COST | $10,025 | $17,255 |
| MINERAL INTEREST - ACKMAN | AT COST | $360 | $862 |
| GOLDMAN SACHS #7660 | AT COST | $221,362 | $221,868 |
| GOLDMAN SACHS #8452 | AT COST | $3,095,987 | $3,100,703 |
| GOLDMAN SACHS #8718 | AT COST | $1,997,677 | $1,994,817 |
| MONTECITO BANK & TRUST #8459-00 | AT COST | $235,463 | $234,832 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND FIXTURES | $27,138 | $18,882 | $8,256 | $8,256 |
| REMODEL | $428,611 | $27,475 | $401,136 | $546,322 |
| BUILDING | $522,000 | $165,626 | $356,374 | $485,359 |
| LAND | $106,799 | $0 | $106,799 | $145,455 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEED, MACKALL LLP | CategoryTxt |
| Legal Fees | $1,260 | LegalFeesAmt |
| Net Investment Income | $630 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $630 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE COMMISSIONS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,448 | EOYBookValueAmt |
| EOYFMV | $2,448 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $29,836 | $14,918 | $14,918 |
| AUTO EXPENSE | $970 | $485 | $485 |
| MISCELLANEOUS | $870 | $435 | $435 |
| OFFICE EXPENSE | $12,444 | $6,222 | $6,222 |
| RENTAL EXPENSES | $17,588 | $17,588 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP UNRELATED BUSINESS INCOME | $2,238 | $0 | $2,238 |
| ROYALTY INCOME - MINERAL INTERESTS | $6,428 | $6,428 | $6,428 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $2,423 | $1,332 |
| SECURITY DEPOSITS | $0 | $6,975 |
| CREDIT CARDS | $0 | $426 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $209,406 | $209,406 | $0 |
| CONSULTING | $1,125 | $563 | $562 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $160 | $0 | $160 |
| PAYROLL TAXES | $7,800 | $3,900 | $3,900 |
| REAL ESTATE TAXES | $8,817 | $4,409 | $4,408 |
| FOREIGN TAXES | $5,112 | $5,112 | $0 |
| FEDERAL 990PF | $49,500 | $0 | $0 |
| UNRELATED BUSINESS INCOME TAX | $5,687 | $0 | $0 |
| UNRELATED BUSINESS INCOME TAX-CA | $1,590 | $0 | $0 |
| UNRELATED BUSINESS INCOME TAX PENALTIES | $147 | $0 | $0 |
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