DOLOTTA FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DOLOTTA FAMILY CHARITABLE FOUNDATION INC (EIN 22-3694725)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-28
- IRS object ID
- 201201809349100500
- Schema version
- 2011v1.2
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-28T07:20:25-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTOLOMEI PUCCIARELLI LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2564 Brunswick Pike | AddressLine1 |
| City | Lawrenceville | City |
| State | NJ | State |
| ZIP Code | 08648 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223694725 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOLOTTA FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DOLO | NameControl |
| Phone | 6096889680 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 CONSTITUTION HILL WEST | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THEODORE A DOLOTTA | Name |
| Title | President | Title |
| Date Signed | 2012-06-19 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James E Bartolomei CPA | Name |
| Phone | 6098839000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 1606969 | 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 | 43775 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 43775 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 43775 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 14426 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 51288 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 14426 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -103 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 58098 | TotalRevenueAndExpenses |
| Total Net Investment Income | 58201 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 43775 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2100 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 25 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 169 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 2294 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 89517 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 89517 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 91811 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 89517 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -33713 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 58201 | NetInvestmentIncome |
| Adjusted Net Income | 43775 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12773 | CashBOY |
| Cash EOY | 2909 | CashEOY |
| Cash EOYFMV | 2909 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 235581 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 213644 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 209281 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1356560 | InvestmentsOtherBOY |
| Investments Other EOY | 1273711 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1394779 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1604914 | TotalAssetsBOY |
| Total Assets EOY | 1490264 | TotalAssetsEOY |
| Total Assets EOYFMV | 1606969 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 60000 | LoansFromOfficersBOY |
| Total Liabilities BOY | 60000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1544914 | UnrestrictedBOY |
| Unrestricted EOY | 1490264 | UnrestrictedEOY |
| Total Net Assets BOY | 1544914 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1490264 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1604914 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1490264 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1544914 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -33713 | ExcessOfRevenueOverExpenses |
| Subtotal | 1511201 | Subtotal |
| Other Decreases | 20937 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1490264 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset |
|---|---|
| 9056 | |
| Capital Gain Dividends |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 14426 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 85956 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1630352 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05272 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 79485 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1398739 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05683 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 73258 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1596248 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04589 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 99994 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1940743 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05152 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 94209 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1959844 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04807 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.25504 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05101 | AverageDistributionRatio |
| Net Noncharitable Assets | 1644807 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 83897 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 582 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 84479 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 89517 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 582 | InvestmentIncomeExciseTax |
| Subtotal | 582 | Subtotal |
| Tax Based On Investment Income | 582 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 457 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 100 | TaxPaidWithExtension |
| Total Credits And Payments | 557 | TotalCreditsAndPayments |
| Tax Due | 25 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED DOLOTTA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6096889688 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 CONSTITUTION HILL WEST | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| DAVID G DOLOTTA | ||||||
| 1205 DEL ORO AVE | SANTA BARBARA | CA | 93109 | Treasurer | 0.00 | 0 |
| BARBARA H DOLOTTA | ||||||
| 22 CONSTITUTION HILL WEST | PRINCETON | NJ | 08540 | Secretary | 0.00 | 0 |
| THEODORE A DOLOTTA | ||||||
| 22 CONSTITUTION HILL WEST | PRINCETON | NJ | 08540 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1437401 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 232454 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1669855 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1669855 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25048 | CashDeemedCharitable |
| Net Noncharitable Assets | 1644807 | NetNoncharitableAssets |
| Minimum Investment Return | 82240 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 82240 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 582 | TaxBasedOnInvestmentIncome |
| Total Tax | 582 | TotalTax |
| Distributable Amount Before Adj | 81658 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 81658 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 81658 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 89517 | ExpensesAndContributions |
| Qualifying Distributions | 89517 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 582 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 88935 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 81658 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 10458 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 5334 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 15792 | TotalExcessDistriCarryover |
| Qualifying Distributions | 89517 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 81658 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7859 | RemainingDistriFromCorpus |
| Total Corpus | 23651 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 23651 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 10458 | ExcessFromYear2 |
| Excess From Year1 | 5334 | ExcessFromYear1 |
| Excess From Current Year | 7859 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| A Place Called Home | |||||||
| 2830 South Central Ave | LosAngeles | CA | 90011 | None | None | For exempt purpose of the organization | $2,000 |
| DR Greenway Land Trust | |||||||
| One Preservation Pl | Princeton | NJ | 08540 | None | None | For exempt purpose of organization | $1,000 |
| Derrick Bell Lecture Fund | |||||||
| 110 West 3rd St | New York | NY | 10012 | None | None | For exempt purpose of organization | $1,000 |
| Downtown Womens Center | |||||||
| 442 S SanPedro St | Los Angeles | CA | 90013 | None | None | For exempt purpose of organization | $2,000 |
| Falmouth Service Center | |||||||
| PO Box 208 | Falmouth | MA | 02541 | None | None | For the exempt purpose of the organization | $1,000 |
| Homefront | |||||||
| 1880 Princeton Ave | Lawrenceville | NJ | 08648 | None | None | For the exempt purpose of the organization | $1,000 |
| Kids Off the Block | |||||||
| 11627 S Michigan Ave | Chicago | IL | 60602 | None | None | For the exempt purpose of the organization | $2,000 |
| Los Angeles Youth Network | |||||||
| 1680 N Vine St | Los Angeles | CA | 90028 | None | None | For the exempt purpose of the organization | $2,000 |
| Montessori Center School | |||||||
| 401 N Fairview Ave 1 | Goleta | CA | 93117 | None | None | For the exempt purpose of the organization | $2,000 |
| Omo Child Foundation | |||||||
| PO Box 231697 | Encinitas | CA | 92023 | None | None | For the exempt purpose of the organization | $500 |
| Quissett Harbor Preservation Trust | |||||||
| PO Box 197 | Falmouth | MA | 02541 | None | None | For the exempt purpose of the oreganization | $1,000 |
| Smile Train | |||||||
| PO Box 96231 | Washington | DC | 20090 | None | None | For the exempt purpose of the organization | $500 |
| St Baldrick's Foundation | |||||||
| 1333 South Mayflower Ave | Monrovia | CA | 91016 | None | None | For the exempt purpose of the organization. | $250 |
| The Lange Foundation | |||||||
| 2178 Roscomare Rd | Los Angeles | CA | 90077 | None | None | For the exempt purpose of the organization. | $1,000 |
| Yosemite Conservancy | |||||||
| PO ox 96398 | Washington | DC | 20090 | None | None | For the exempt purpose of the organization. | $500 |
| WHYY | |||||||
| PO Box 8793 | Philadelphia | PA | 19101 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,267 |
| White Williams Foundation | |||||||
| 21st Street the Parkway | Philadelphia | PA | 19103 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $2,000 |
| Westside Boys and Girls Club of SB | |||||||
| 632 E Canon Perdido St | Santa Barbara | CA | 93103 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $4,000 |
| Venice Arts | |||||||
| 610 California Ave | Venice | CA | 90291 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| Trenton Area Soup Kitchen | |||||||
| 72 Escher Street | Trenton | NJ | 08605 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Rescue Mission of Trenton | |||||||
| 98 Carroll Street | Trenton | NJ | 08605 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Princeton Friends School | |||||||
| 470 Quaker Rd | Princeton | NJ | 08540 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Princeton First Aid Rescue Squad | |||||||
| Box 529 | Princeton | NJ | 08542 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Princeton Area Community Foundation | |||||||
| 15 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $8,000 |
| Oberlin College | |||||||
| 50 West Lorain Street | Oberlin | OH | 44074 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Land Trust for Santa Barbara County | |||||||
| PO Box 91830 | Santa Barbara | CA | 93190 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $6,000 |
| Heal the Ocean | |||||||
| PO Box 90106 | Santa Barbara | CA | 93190 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,500 |
| Half the Sky Foundation | |||||||
| 740 Gilman Street | Berkeley | CA | 94710 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| Friends of Marquez | |||||||
| 16821 Marquez Avenue | Pacific Palisades | NJ | 90272 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| Doe Fund | |||||||
| 232 East 84th Street | NY | NY | 10028 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $9,000 |
| Direct Relief International | |||||||
| 27 South LaPatera Lane | Santa Barbara | CA | 93117 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| Brennan Center for Justice | |||||||
| 161 Ave of the Americas | NY | NY | 10013 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $9,000 |
| ACLU of New Jersey | |||||||
| 35 Halsey St | Newark | NJ | 07102 | None | None | FOR EXEMPT PURPOSE OF ORGANIZATION | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 89517 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $43,775 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $103 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,426 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,098 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 58098 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $2,100 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SCHEDULE | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1273711 | BookValue |
| EOYFMV | 1394779 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| correction of prior year recording error | $14,970 |
| Basis adjustment on partnership sale | $5,967 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| Postage | 45 |
| Bank Fees | 124 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | -103 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE | Category |
| Amount | $25 | Amount |
Comments