SHANBROM FAM FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHANBROM FAM FOUNDATION (EIN 77-0518326)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-06
- IRS object ID
- 201541269349100954
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-06T13:33:07-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954149172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMO ARJANI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 EAST COLORADO BLVD 426 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 770518326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHANBROM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM J SHANBROM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
| Phone | 8056466864 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE SUITE B | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J SHANBROM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8056466864 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADRINE HAMAMAH | PreparerPersonNm |
| PTIN | P00869406 | PTIN |
| Phone | 6265781978 | 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 | $14,684,816 | 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 | $278 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $278 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $283,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $283,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $506,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $642,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $506,782 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $790,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $790,586 | 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 | $5,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,495 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,769 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,769 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,552 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,769 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $649,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $649,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $671,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,769 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $654,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $118,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $779,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $608,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $749,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $749,237 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,865,040 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,839,803 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,935,579 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,473,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,589,040 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,684,816 | 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 | $6,473,336 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,589,040 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,473,336 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,589,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,473,336 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,589,040 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,473,336 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $118,685 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,592,021 | SubtotalAmt |
| Other Decreases | $2,981 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,589,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 0.6666 SHS CDK GLOBAL INC:CDK | P | 2010-04-09 | 2014-10-01 | $20 | $11 | $9 | $9 |
| 152.6666 SHS CDK GLOBAL INC:CDK | P | 2010-04-09 | 2014-12-23 | $6,262 | $2,560 | $3,702 | $3,702 |
| 133.3333 SHS CDK GLOBAL INC:CDK | P | 2010-05-21 | 2014-12-23 | $5,469 | $2,049 | $3,420 | $3,420 |
| 130 SHS CDK GLOBAL INC:CDK | P | 2010-09-14 | 2014-12-23 | $5,332 | $2,007 | $3,325 | $3,325 |
| 159.3750 SHS HALYARD HEALTH INC:HYH | P | 2008-12-31 | 2014-12-23 | $6,765 | $2,797 | $3,968 | $3,968 |
| 16.2500 SHS HALYARD HEALTH INC:HYH | P | 2010-01-29 | 2014-12-23 | $690 | $321 | $369 | $369 |
| 14.3750 SHS HALYARD HEALTH INC:HYH | P | 2010-10-28 | 2014-12-23 | $610 | $299 | $311 | $311 |
| 285 MOLSON COORS BREWING CLB:TAP | P | 2008-12-17 | 2014-09-15 | $21,557 | $13,079 | $8,478 | $8,478 |
| 430 SHS MOLSON COORS BREWING CLB:TAP | P | 2009-09-24 | 2014-09-15 | $32,524 | $20,640 | $11,884 | $11,884 |
| 170 SHS MOLSON COORS BREWING CLB:TAP | P | 2009-11-04 | 2014-09-15 | $12,858 | $7,818 | $5,040 | $5,040 |
| 2123.443 SHS WINDSOR II FUND ADM | P | 2013-12-31 | 2014-12-10 | $150,000 | $83,739 | $66,261 | $66,261 |
| 0.667 SHS CDK GLOBAL HOLDINGS | P | 2013-12-31 | 2014-10-01 | $20 | $11 | $9 | $9 |
| 14.53507 SHS LSI CORP | P | 1990-12-06 | 2014-05-06 | $162 | $296 | -$134 | -$134 |
| 21.46493 SHS LSI CORP | P | 1991-02-13 | 2014-05-06 | $239 | $502 | -$263 | -$263 |
| CAPITAL GAINS DIVIDENDS | P | $400,403 | $400,403 | $400,403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $506,782 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $518,848 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,067,048 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042997 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $470,620 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,278,582 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045786 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $464,567 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,120,326 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045904 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $429,195 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,465,488 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045343 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $388,983 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,554,231 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045473 | DistributionYr5Rt |
| Total Distribution | 0.225503 | TotalDistributionRt |
| Average Distribution | 0.045101 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,911,534 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $627,424 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,798 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $635,222 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $654,495 | 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 | $7,798 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,798 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,798 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,680 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,118 | 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 | 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 | WILLIAM J SHANBROM | IndividualWithBooksNm |
| Phone | 8056466864 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J SHANBROM | ||||||||
| 603 W OJAI AVE SUITE B | OJAI | CA | 93023 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| SUSAN F KRABBE | ||||||||
| 603 W OJAI AVE SUITE B | OJAI | CA | 93023 | SECRETARY | 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 | $13,608,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $515,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,123,385 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,123,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,911,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $695,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $695,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,798 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,798 | TotalTaxAmt |
| Distributable Before Adj | $687,779 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $687,779 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $687,779 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $654,495 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $654,495 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,798 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $646,697 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $687,779 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $518,971 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $654,495 | QualifyingDistributionsAmt |
| Applied To Year1 | $518,971 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,524 | 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 | $552,255 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM J SHANBROM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE SUITE B | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8056466864 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANAHEIM BALLET | |||||||||||
| 280 E LINCOLN AVE | ANAHEIM | CA | 92805 | 501C3 | EDUCATION AND OUTREACH | $35,000 | |||||
| CAMP KOREY | |||||||||||
| 28901 NE CARNATION FARM RD | CARNATION | WA | 98014 | 501C3 | CAMP PROGRAM FOR CHILDREN | $10,000 | |||||
| CIVIC BALLET OF SAN LUIS OBISPO INC | |||||||||||
| 3422 MIGUELITO CT | SAN LUIS OBISPO | CA | 93401 | 501C3 | FUNDING OF BALLET PERFORMANCES | $5,000 | |||||
| COMMITTEE OF TEN THOUSAND INC | |||||||||||
| 236 MASSACHUSETTS AVE NE 609 | WASHINGTON | DC | 20002 | 501C3 | BLOOD SAFETY | $10,000 | |||||
| DIRECT RELIEF FOUNDATION | |||||||||||
| 27 S LA PATERA LN | GOLETA | CA | 93117 | 501C3 | DISASTER RELIEF | $25,000 | |||||
| DRUG POLICY ALLIANCE | |||||||||||
| 131 W 33RD ST 15TH FL | NEW YORK | NY | 10001 | 501C3 | FUNDING FOR INTERN RESEARCH | $10,000 | |||||
| ISLAND CONSERVATION | |||||||||||
| 2161 DELAWARE AVE A | SANTA CRUZ | CA | 95060 | 501C3 | CONSERVATION OF THREATENED SPECIES | $50,000 | |||||
| LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION | |||||||||||
| 1996 EASTMAN AVE 101 | VENTURA | CA | 93003 | 501C3 | HOME HEALTHCARE AND HOSPICE | $40,000 | |||||
| LOS PADRES FOREST WATCH INC | |||||||||||
| PO BOX 831 | SANTA BARBARA | CA | 93102 | 501C3 | CONSERVATION PROGRAMS | $8,000 | |||||
| MUSIC OF REMEMBRANCE | |||||||||||
| PO BOX 27500 | SEATTLE | WA | 98165 | 501C3 | MUSIC OF HOLOCAUST MUSICIANS | $5,000 | |||||
| OJAI FESTIVALS LTD | |||||||||||
| PO BOX 185 | OJAI | CA | 93024 | 501C3 | BOARD INITIATIVE AND SUPPORT OF MUSIC PERFORMANCES | $30,000 | |||||
| OJAI RAPTOR CENTER | |||||||||||
| PO BOX 182 | OAK VIEW | CA | 93022 | 501C3 | EDUCATION AND CONSERVATION | $10,000 | |||||
| OJAI VALLEY LAND CONSERVANCY | |||||||||||
| PO BOX 1092 | OJAI | CA | 93024 | 501C3 | EDUCATION AND CONSERVATION | $10,000 | |||||
| PACIFIC CHORALE | |||||||||||
| 3621 S HARBOR BLVD 220 | SANTA ANA | CA | 92704 | 501C3 | FUNDING OF TICHELI PERFORMANCE AND JOHN ALEXANDER PROJECT | $55,000 | |||||
| PACIFIC NORTHWEST BALLET FOUNDATION | |||||||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | 501C3 | SUPPORT OF BALLET PERFORMANCES | $5,000 | |||||
| PACIFIC SYMPHONY | |||||||||||
| 3631 S HARBOR BLVD 100 | SANTA ANA | CA | 92704 | 501C3 | SPONSORSHIP OF PERFORMANCES | $100,000 | |||||
| PHILHARMONIC SOCIETY OF ORANGE COUNTY | |||||||||||
| 2082 BUSINESS CENTER DR 100 | IRVINE | CA | 92612 | 501C3 | SPONSORSHIP OF CONCERTS | $25,000 | |||||
| PLANNED PARENTHOOD OF SANTA BARBARA VENTURA & SAN LUIS OBISPO COUNTIES INC | |||||||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | 501C3 | SUPPORT OF PROGRAMS AND SERVICES | $10,000 | |||||
| PLYMOUTH HOUSING GROUP | |||||||||||
| 2113 3RD AVE | SEATTLE | WA | 98121 | 501C3 | HOUSING FOR HOMELESS | $10,000 | |||||
| RWANDA GIRLS INITIATIVE | |||||||||||
| PO BOX 325 | MEDINA | WA | 98039 | 501C3 | EDUCATION SCHOLARSHIPS | $15,000 | |||||
| SEATTLE SYMPHONY ORCHESTRA INC | |||||||||||
| PO BOX 21906 | SEATTLE | WA | 98111 | 501C3 | TRIMPIN INSTALLATION | $15,000 | |||||
| THE LIBBEY BOWL FOUNDATION | |||||||||||
| PO BOX 831 | OJAI | CA | 93024 | 501C3 | SUPPORT OF PERFORMING ARTS VENUE | $11,000 | |||||
| THE WILDERNESS SOCIETY | |||||||||||
| 1615 M ST NW | WASHINGTON | DC | 20036 | 501C3 | CONSERVATION OF WILDERNESS | $15,000 | |||||
| TREE HOUSE | |||||||||||
| 2100 24TH AVE S 200 | SEATTLE | WA | 98144 | 501C3 | FOSTER CARE | $10,000 | |||||
| UNITED CEREBRAL PALSY OF SAN LUIS OBISPO | |||||||||||
| 3620 SACRAMENTO DR 201 | SAN LUIS OBISPO | CA | 93401 | 501C3 | SOCIAL SKILLS FOR AUTISTIC TEENS | $20,000 | |||||
| UNITED SERVICE ORGANIZATIONS INC | |||||||||||
| 2111 WILSON BLVD 1200 | ARLINGTON | VA | 22201 | 501C3 | SERVICES FOR AMERICAN MILITARY | $5,000 | |||||
| VENTANA WILDLIFE SOCIETY | |||||||||||
| 19045 PORTOLA DR | SALINAS | CA | 93908 | 501C3 | BIRD BANDING/EDUCATION | $10,000 | |||||
| WIKIMEDIA FOUNDATION INC | |||||||||||
| 149 NEW MONTGOMERY 3RD FL | SAN FRANCISCO | CA | 94105 | 501C3 | EDUCATIONAL GRANT | $10,000 | |||||
| ARPAN GLOBAL CHARITIES | |||||||||||
| 25 SYLVAN | IRVINE | CA | 926030202 | 501C3 | GLOBAL HUMANITARIAN AID | $5,000 | |||||
| ANN HIRSCH UCLA | |||||||||||
| 415 HILGARD AVENUE MCDB DEPARTMENT | LOS ANGELES | CA | 90095 | 501C3 | PLANT RESEARCH | $10,000 | UCLA | ||||
| COMMUNITY FOUNDATION SLO | |||||||||||
| 550 DANA ST | SAN LUIS OBISPO | CA | 93401 | 501C3 | STUDENT SERVICES | $15,000 | |||||
| EINSTEIN RISING | |||||||||||
| PO BOX 362 | MERCER ISLAND | WA | 98004 | 501C3 | SUPPORT OF AFRICAN EDUCATION | $5,000 | |||||
| EMERALD SCHOOL OF BALLET | |||||||||||
| 501C3 | BALLET EDUCATION | $5,000 | 1050 BROCK ROAD UNIT 20 | PICKERING ONTARIO | ONTARIO | CA | |||||
| OJAI CARES | |||||||||||
| 960 EAST OJAI AVENUE SUITE 105 | OJAI | CA | 93023 | 501C3 | CANCER PROGRAMS | $15,000 | FIREBIRD PLAZA | ||||
| OJAI VALLEY DEFENSE FUND | |||||||||||
| PO BOX 1255 | OJAI | CA | 93024 | 501C3 | PROTECTION OF THE ENVIRONMENT | $5,000 | |||||
| OPERA SAN LUIS OBISPO | |||||||||||
| 11549 LOS OSOS VALLEY ROAD SUITE | SAN LUIS OBISPO | CA | 93405 | 501C3 | FUNDING OF OPERA PERFORMANCES AND PHILIP GLASS PROJECT | $15,000 | 208 | ||||
| SPOKES | |||||||||||
| 3765 S HIGUERA SUITE 140 | SAN LUIS OBISPO | CA | 93401 | 501C3 | BOARD DEVELOPMENT | $5,000 | |||||
| WILD AT HEART | |||||||||||
| 31840 N 45TH STREET | CAVE CREEK | AZ | 85331 | 501C3 | RAPTOR CONSERVATION | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $649,000 | 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 | $278 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $283,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $506,782 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $790,586 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $790,586 | 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 | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $5,495 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,495 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALCATEL-LUCENT ADR | $3,517 | $447 |
| ALPHA NATURAL RESOURCES | $6,626 | $855 |
| ARCHER-DANIELS-MIDLND CO | $64,454 | $294,216 |
| AT&T INC | $3,281 | $3,896 |
| AUTOMATIC DATA PROCESSING | $28,490 | $62,694 |
| BAXTER INTERNATIONAL INC | $279,778 | $748,218 |
| BP PLC SPONS ADR | $44,000 | $25,007 |
| BRISTOL MYERS SQUIBB | $4,993 | $21,782 |
| BROADRIDGE FINANCIAL | $3,483 | $8,682 |
| CARDINAL HEALTH INC | $36,646 | $280,052 |
| CAREFUSION CORP | $14,517 | $102,896 |
| CITIGROUP INC NEW | $11,070 | $2,489 |
| COMCAST CORP NEW CL A | $5,480 | $21,058 |
| CVS CAREMARK CORP | $31,429 | $453,042 |
| DIRECTV | $6,615 | $56,442 |
| EXPRESS SCRIPTS HLDG CO | $2,032 | $22,438 |
| FLUOR CORP | $16,817 | $60,630 |
| JPMORGAN CHASE & CO | $6,093 | $58,575 |
| KINDER MORGAN WTS | $227 | $507 |
| KINDER MORGAN INC DEL | $2,505 | $3,300 |
| LSI CORP | $0 | $0 |
| MEAD JOHNSON NUTRITION CO | $5,830 | $27,347 |
| MERCK & CO INC | $36,062 | $77,234 |
| PROCTOR & GAMBLE CO | $473,215 | $960,453 |
| TEXAS INSTRUMENTS INC | $6,245 | $117,623 |
| TRAVELERS COS INC | $1,930 | $7,727 |
| TYSON FOODS INC CL A | $8,250 | $95,454 |
| WAL-MART STORES INC | $12,525 | $206,112 |
| ZIMMER HOLDINGS INC | $575 | $9,074 |
| VANGUARD WINDSOR II FUND ADM | $1,151,481 | $1,932,981 |
| VANGUARD INTERNATIONAL GROWTH ADM | $855,175 | $1,229,414 |
| VANGUARD PRIMECAP FUND ADMIRAL | $1,878,686 | $5,079,734 |
| APPLE INC | $69,517 | $135,216 |
| AUTOMATIC DATA PROCESSING | $45,803 | $104,213 |
| BROADRIDGE FINL SOLUTION | $37,895 | $89,589 |
| CLOROX COMPANY | $49,357 | $100,042 |
| DIAMOND FOODS INC | $43,542 | $59,283 |
| EXELON CORPORATION | $45,212 | $53,766 |
| JOHNSON & JOHNSON | $95,208 | $163,129 |
| KIMBERLY-CLARK CORP | $78,883 | $175,621 |
| KRAFT FOODS GROUP | $51,265 | $87,724 |
| MC CORMICK & CO INC N-VT | $27,708 | $63,527 |
| MICROSOFT CORP | $75,335 | $135,866 |
| MOLSON COORS BREWING CLB | $65,970 | $111,035 |
| MONDELEZ INTL INC CL A | $66,651 | $118,056 |
| CDK GLOBAL HOLDINGS | $4,111 | $10,190 |
| EDWARDS LIFESCIENCE CORP | $0 | $473,344 |
| CONOCOPHILLIPS | $81,319 | $84,599 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET VALUE ADJUSTMENT | Desc |
| Amt | $2,981 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,769 | Amt |
| Net Investment Income | $10,769 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $6,552 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments