BELLOWE FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BELLOWE FAMILY FOUNDATION (EIN 77-0456981)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-01
- IRS object ID
- 201311219349100616
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-01T14:32:06-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21700 OXNARD ST 7TH FLOOR | AddressLine1 |
| City | WOODLAND HILLS | City |
| State | CA | State |
| ZIP Code | 91367 | 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 | 770456981 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARNOLD & JILL BELLOWE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BELL | NameControl |
| Phone | 8059692429 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 PARK LANE | AddressLine1 |
| City | MONTECITO | City |
| State | CA | State |
| ZIP Code | 93108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARNOLD BELLOWE | Name |
| Title | PRESIDENT | Title |
| Phone | 8059692429 | Phone |
| Date Signed | 2013-04-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLEN ROSEN | Name |
| PTIN | P00462460 | PTIN |
| Phone | 8182052600 | 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 | 1321156 | 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 |
| Dividends Rev And Expnss | 57715 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 57715 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -476 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2783 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 57239 | TotalRevenueAndExpenses |
| Total Net Investment Income | 57715 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2025 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2025 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 523 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1589 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1589 | TravConfMeetingDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4137 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3614 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 62300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 62300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 66437 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 65914 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -9198 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 57715 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1266 | CashBOY |
| Cash EOY | 9829 | CashEOY |
| Cash EOYFMV | 9829 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 361283 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 291292 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 291292 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 882760 | InvestmentsOtherBOY |
| Investments Other EOY | 934990 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1020035 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1245309 | TotalAssetsBOY |
| Total Assets EOY | 1236111 | TotalAssetsEOY |
| Total Assets EOYFMV | 1321156 | 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 | 1245309 | RetainedEarningsBOY |
| Retained Earnings EOY | 1236111 | RetainedEarningsEOY |
| Total Net Assets BOY | 1245309 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1236111 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1245309 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1236111 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1245309 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -9198 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1236111 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1236111 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | NUVEEN TRADEWINDS VALUE OPP FUND; 91.862 SH | DescriptionOfAsset |
| Date Sold | 2012-04-18 | DateSold |
| Gross Sales Price | 2783 | GrossSalesPrice |
| Cost Or Other Basis | 3259 | CostOrOtherBasis |
| Gain Or Loss | -476 | GainOrLoss |
| Gains Minus Excess Or Losses | -476 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -476 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 71487 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1314992 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054363 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 63637 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1291497 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049274 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 69868 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1214831 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057513 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 71580 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1387251 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051598 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 62532 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1536322 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040702 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.253450 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050690 | AverageDistributionRatio |
| Net Noncharitable Assets | 1310561 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 66432 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 577 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 67009 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 65914 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1154 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1154 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1154 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 11 | PenaltyForUnderpayment |
| Tax Due | 1165 | TaxDue |
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 | JILL BELLOWE CFO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8059692429 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 PARK LANE | AddressLine1 |
| City | MONTECITO | City |
| State | CA | State |
| ZIP Code | 93108 | 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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ARNOLD BELLOWE | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| JILL BELLOWE | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | SECRETARY/TREASURER | 1.00 | 0 | 0 | 0 |
| STACY TAGER | ||||||||
| 915 PARK LANE | MONTECITO | CA | 93108 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of 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 | 978504 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 352015 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1330519 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1330519 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19958 | CashDeemedCharitable |
| Net Noncharitable Assets | 1310561 | NetNoncharitableAssets |
| Minimum Investment Return | 65528 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 65528 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1154 | TaxBasedOnInvestmentIncome |
| Total Tax | 1154 | TotalTax |
| Distributable Amount Before Adj | 64374 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 64374 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 64374 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 65914 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 65914 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 65914 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 64374 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 52752 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 65914 | QualifyingDistributions |
| Applied To Year1 | 52752 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 13162 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 51212 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARNOLD BELLOWE | ContributingManager |
| Contributing Manager | JILL BELLOWE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICANS FOR PEACE NOW | ||||||||
| 2100 M ST NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | CHARITABLE | $100 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 5 PENN PLAZA 14TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $100 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 823 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $100 | |
| BRENTWOOD SCHOOL | ||||||||
| 12001 SUNSET BLVD | LOS ANGELES | CA | 90049 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| CHAUTAUQUA FOUNDATION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $30,000 | |
| CHAUTAUQUA INSTITUTION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $1,100 | |
| CHAUTAUQUA LAKE ASSOCIATION | ||||||||
| 429 E TERRACE AVE | LAKEWOOD | NY | 14750 | NONE | EXEMPT | CHARITABLE | $200 | |
| CHAUTAUQUA WATERSHED CONSERVANCY | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | EXEMPT | CHARITABLE | $100 | |
| CJD FOUNDATION | ||||||||
| PO BOX 5312 | AKRON | OH | 44334 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE | ||||||||
| 232 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) | ||||||||
| 100 W HARRISON NORTH TOWER SUITE | SEATTLE | WA | 98119 | NONE | EXEMPT | CHARITABLE | $250 | 500 |
| DIRECT RELIEF INTERNATIONAL | ||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $3,500 | |
| ENSEMBLE THEATRE | ||||||||
| 914 SANTA BARBARA ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| ENVIRONMENTAL DEFENSE CENTER | ||||||||
| 906 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| FOUNDATION FOR SBCC | ||||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | EXEMPT | CHARITABLE | $3,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVENUE 34TH FL | NEW YORK | NY | 10118 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| KCLU PUBLIC RADIO | ||||||||
| 60 WEST OLSEN RD 4400 | THOUSAND OAKS | CA | 91360 | NONE | EXEMPT | CHARITABLE | $500 | |
| LOBERO THEATER FOUNDATION | ||||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| ROBERT H JACKSON CENTER | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $2,000 | |
| RUBICON THEATER COMPANY | ||||||||
| 1006 EAST MAIN STREET | VENTURA | CA | 93001 | NONE | EXEMPT | CHARITABLE | $250 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| SIERRA CANYON SCHOOL ANNUAL CAMPAIGN | ||||||||
| 20801 WEST RINALDI ST | CHATSWORTH | CA | 91311 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| TRANSITION HOUSE | ||||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| UCSB (UC REGENTS) | ||||||||
| UNIVERSITY OF SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | EXEMPT | CHARITABLE | $1,750 | |
| UNITED WAY OF SANTA BARBARA | ||||||||
| 320 E GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $250 | |
| WOMEN'S FUND OF SANTA BARBARA | ||||||||
| 15 E CARRILLO STREET | SANTA BARBARA | CA | 93101 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | CHARITABLE | $200 | |
| YMCA | ||||||||
| 101 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | EXEMPT | CHARITABLE | $100 | |
| FRIENDS OF CHAUTAUQUA THEATER COMPANY | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | EXEMPT | CHARITABLE | $100 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1653 W CONGRESS PARKWAY | CHICAGO | IL | 60612 | NONE | EXEMPT | CHARITABLE | $200 | |
| TALBERT FAMILY FOUNDATION | ||||||||
| 25003 JIM BRIDGER ROAD | HIDDEN HILLS | CA | 91302 | NONE | EXEMPT | AMAZING GRAY FUND | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 62300 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57,715 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$476 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $57,239 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 57239 | 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 | $2,025 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2025 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS (BEL AIR INVESTMENTS) | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 934990 | BookValue |
| EOYFMV | 1020035 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FTB FILING FEES | $10 | 0 | 0 |
| AG FILING FEE | $25 | 0 | 0 |
| FEDERAL EXCISE TAXES | $488 | 0 | 0 |
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