BP FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BP FOUNDATION (EIN 77-6203456)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-09
- IRS object ID
- 201302219349100310
- Schema version
- 2012v2.1
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-09T12:02:52-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952835976 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E MICHELTORENA ST 200 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 776203456 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURNAND-PARTRIDGE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | H SCOTT PARTRIDGE ET AL CO-TRUSTEES | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BURN | NameControl |
| Phone | 7075863534 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5699 COUNTRY CLUB DRIVE | AddressLine1 |
| City | ROHNERT PARK | City |
| State | CA | State |
| ZIP Code | 94928 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | H SCOTT PARTRIDGE | Name |
| Title | TRUSTEE | Title |
| Phone | 7075863534 | Phone |
| Date Signed | 2013-08-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES W FISCHER | Name |
| PTIN | P00025518 | PTIN |
| Phone | 8059664157 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15892767 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 11 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 11 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 231452 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 231452 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -25312 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 270947 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 206151 | TotalRevenueAndExpenses |
| Total Net Investment Income | 231463 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 195495 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 97745 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 97750 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3750 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3750 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 60 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 30 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 30 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 54496 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 27248 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 27248 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 257551 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 128773 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 128778 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 460000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 460000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 717551 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 128773 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 588778 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -511400 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 102690 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 11247494 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10161243 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10651460 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5957350 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6532201 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5241307 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 17204844 | TotalAssetsBOY |
| Total Assets EOY | 16693444 | TotalAssetsEOY |
| Total Assets EOYFMV | 15892767 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 17204844 | RetainedEarningsBOY |
| Retained Earnings EOY | 16693444 | RetainedEarningsEOY |
| Total Net Assets BOY | 17204844 | TotalNetAssetsBOY |
| Total Net Assets EOY | 16693444 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 17204844 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 16693444 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 17204844 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -511400 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 16693444 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 16693444 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| GREEN MTN COFFEE ROASTERS INC - 3,000 SHS | 2012-12-06 | 2012-04-17 | 120553 | 137457 | -16904 | -16904 |
| PRICELINE COM INC - 250 SHS | 2012-10-04 | 2012-10-10 | 150394 | 158802 | -8408 | -8408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -25312 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 898863 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 16143426 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055680 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1160243 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 17272101 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.067174 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1472227 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 18724632 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.078625 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1475487 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 21126416 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.069841 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1477387 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 22986683 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.064271 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.335591 | TotalDistributionRatio |
| Average Distribution Ratio | 0.067118 | AverageDistributionRatio |
| Net Noncharitable Assets | 15453077 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1037180 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1027 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1038207 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 588778 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2054 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2054 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2054 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2062 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2062 | TotalCreditsAndPayments |
| Overpayment | 8 | Overpayment |
| Amount Credited To Next Year | 8 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | H SCOTT PARTRIDGE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7075863534 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5699 COUNTRY CLUB DRIVE | AddressLine1 |
| City | ROHNERT PARK | City |
| State | CA | State |
| ZIP Code | 94928 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHARLES W PARTRIDGE JR | ||||||||
| 3492 WILD LILAC ROAD APT G302 | THOUSAND OAKS | CA | 91360 | TRUSTEE | 5.00 | 39099 | 0 | 0 |
| CHARLES K PARTRIDGE SR | ||||||||
| 2038 FELIZ ROAD | NOVATO | CA | 94945 | TRUSTEE | 5.00 | 39099 | 0 | 0 |
| CAROLYN B WELCH | ||||||||
| 1371 SIRAH COURT | UKIAH | CA | 95482 | TRUSTEE | 5.00 | 39099 | 0 | 0 |
| HERBERT S PARTRIDGE | ||||||||
| 5699 COUNTRY CLUB DRIVE | ROHNERT PARK | CA | 94928 | TRUSTEE | 5.00 | 39099 | 0 | 0 |
| SHERRY E KIMBALL | ||||||||
| 28 WOODSIDE DRIVE | SAN ANSELMO | CA | 94960 | TRUSTEE | 5.00 | 39099 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5036943 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10651460 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 15688403 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 15688403 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 235326 | CashDeemedCharitable |
| Net Noncharitable Assets | 15453077 | NetNoncharitableAssets |
| Minimum Investment Return | 772654 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 772654 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2054 | TaxBasedOnInvestmentIncome |
| Total Tax | 2054 | TotalTax |
| Distributable Amount Before Adj | 770600 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 770600 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 770600 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 588778 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 588778 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 588778 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 770600 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 339593 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 299928 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 93233 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 732754 | TotalExcessDistriCarryover |
| Qualifying Distributions | 588778 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 588778 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 181822 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 181822 | ExcessDistriCyovAppliedCY |
| Total Corpus | 550932 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 550932 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 157771 | ExcessFromYear3 |
| Excess From Year2 | 299928 | ExcessFromYear2 |
| Excess From Year1 | 93233 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| 2253 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | NONE | 501(C)3 | SCHOLARSHIPS | $450,000 |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRVIEW ROAD | SANTA BARBARA | CA | 93108 | NONE | 501(C)3 | PERFORMING ARTS AND EDUCATION | $5,000 |
| GIRLS INCORPORATED OF GREATER SANTA BARBARA | |||||||
| 402 EAST CARRILLO STREET STE A | SANTA BARBARA | CA | 93101 | NONE | 501(C)3 | EDUCATIONAL PROGRAMS FOR GIRLS | $2,000 |
| OJAI MUSIC FESTIVAL | |||||||
| 201 SOUTH SIGNAL STREET | OJAI | CA | 93023 | NONE | 501(C)3 | PERFORMING ARTS AND EDUCATION | $2,000 |
| MUSIC CENTER FOUNDATION | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | 501(C)3 | PERFORMING ARTS AND EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 460000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $231,452 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$25,312 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $206,151 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 206151 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $7,500 | Amount |
| Net Investment Income | 3750 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3750 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 6532201 | EOYBookValue |
| EOYFMV | 5241307 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TELEPHONE | 1696 | 848 | 848 |
| CONSULTANT | 24000 | 12000 | 12000 |
| OTHER ADVISORS | 28800 | 14400 | 14400 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CA FRANCHISE TAX FORM 199 | $10 | 5 | 5 |
| CA DEPT OF JUSTICE FORM RRF-1 | $50 | 25 | 25 |
Comments