BP FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BP FOUNDATION (EIN 77-6203456)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-12
- IRS object ID
- 201131029349100103
- Schema version
- 2010v3.2
- 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 Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-12T12:18:03-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-03-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES W FISCHER | Name |
| Phone | 8059664157 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 17098504 | 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 | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 104316 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 104316 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 212108 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 16326646 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 212108 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 316427 | TotalRevenueAndExpenses |
| Total Net Investment Income | 316427 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 219651 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 109825 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 109826 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2169 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1085 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1084 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5050 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2525 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2525 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 22401 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11200 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 11201 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 85 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 43 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 42 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 54421 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 27211 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 27210 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 303777 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 151889 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 151888 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1010000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1010000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1313777 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 151889 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1161888 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -997350 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 164538 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 13066644 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 11559954 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 11559954 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5957350 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6466690 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5538550 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 19023994 | TotalAssetsBOY |
| Total Assets EOY | 18026644 | TotalAssetsEOY |
| Total Assets EOYFMV | 17098504 | 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 | 19023994 | RetainedEarningsBOY |
| Retained Earnings EOY | 18026644 | RetainedEarningsEOY |
| Total Net Assets BOY | 19023994 | TotalNetAssetsBOY |
| Total Net Assets EOY | 18026644 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 19023994 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 18026644 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 19023994 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -997350 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 18026644 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 18026644 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (29 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 2,000 SHS AMAZON.COM INC COM | P | 2010-03-24 | 260397 | 250999 | 9398 | 9398 |
| 1,000 SHS APPLE INC COM | P | 2010-10-05 | 283606 | 251848 | 31758 | 31758 |
| 5,000 SHS BHP BILLITON LTD | P | 2010-10-07 | 379360 | 354142 | 25218 | 25218 |
| 20,000 SHS CIRRUS LOGIC INC COM | P | 2010-09-15 | 303173 | 348490 | -45317 | -45317 |
| 10,000 SHS COACH INC COM | P | 2010-03-17 | 381468 | 356985 | 24483 | 24483 |
| 10,000 SHS COACH INC COM | P | 2010-03-19 | 377961 | 356985 | 20976 | 20976 |
| 5,000 SHS COGNIZANT TECH SOLUTIONS | P | 2010-09-27 | 311003 | 304587 | 6416 | 6416 |
| 20,000 SHS COMCAST CORP | P | 2010-07-23 | 373598 | 384196 | -10598 | -10598 |
| 5,000 SHS FREEPORT-MCMORAN COPPER & GOLD | P | 2010-09-24 | 407150 | 385038 | 22112 | 22112 |
| 5,000 SHS GREEN MTN COFFEE ROASTERS | P | 2010-03-10 | 437495 | 431631 | 5864 | 5864 |
| 5,000 SHS GREEN MTN COFFEE ROASTERS | P | 2010-03-24 | 469796 | 431631 | 38165 | 38165 |
| 10,000 SHS GUESS INC COM | P | 2010-02-10 | 377595 | 421116 | -43521 | -43521 |
| 3,000 SHS LUBRIZOL CORP COM | P | 2010-07-23 | 259557 | 252680 | 6877 | 6877 |
| 4,000 SHS POLARIS INDS INC COM | P | 2010-09-27 | 242104 | 229050 | 13054 | 13054 |
| 1,000 SHS PRICELINE COM INC | P | 2010-03-10 | 234767 | 241549 | -6782 | -6782 |
| 1,000 SHS PRICELINE COM INC | P | 2010-03-24 | 238973 | 241549 | -2576 | -2576 |
| 1,000 SHS PRICELINE COM INC | P | 2010-07-23 | 218997 | 217088 | 1909 | 1909 |
| 5,000 SHS SANDISK CORP COM | P | 2010-08-18 | 208754 | 218340 | -9586 | -9586 |
| 5,000 SHS SANDISK CORP COM | P | 2010-08-26 | 204751 | 218340 | -13589 | -13589 |
| 10,000 SHS SANDISK CORP COM | P | 2010-09-24 | 354617 | 369755 | -15138 | -15138 |
| 10,000 SHS SKYWORKS SOLUTIONS INC COM | P | 2010-03-17 | 153930 | 137261 | 16669 | 16669 |
| 10,000 SHS SKYWORKS SOLUTIONS INC COM | P | 2010-03-24 | 152831 | 137261 | 15570 | 15570 |
| 65 BLACKROCK TEMP FUND | P | 2010-12-31 | 6806037 | 6806037 | 0 | 0 |
| 2,000 SHS AMAZON.COM INC COM | P | 2010-10-06 | 306021 | 251299 | 54722 | 54722 |
| 3,500 SHS FREEPORT-MCMORAN COPPER & GOLD | P | 2010-05-12 | 236422 | 273377 | -36955 | -36955 |
| 7,000 SHS SANDISK CORP COM | P | 2010-12-14 | 332253 | 260212 | 72041 | 72041 |
| 12,500 SHS SKYWORKS SOLUTIONS INC | P | 2010-09-15 | 228404 | 197625 | 30779 | 30779 |
| 62 BLACKROCK TEMP FUND | P | 2010-12-31 | 1785467 | 1785467 | 0 | 0 |
| CAPITAL GAINS DIVIDENDS | P | 159 | 159 | 159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 212108 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1472227 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 18724632 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.078625 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1475487 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 21126416 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.069841 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1477387 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 22986683 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.064271 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1179573 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 23387785 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050435 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1132754 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 24089021 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047024 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.310196 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062039 | AverageDistributionRatio |
| Net Noncharitable Assets | 17272101 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1071544 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1645 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1073189 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1161888 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1645 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1645 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1645 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5248 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5248 | TotalCreditsAndPayments |
| Overpayment | 3603 | Overpayment |
| Amount Credited To Next Year | 3603 | 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 | SANTA BARBARA BANK TRUST | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8055646200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1021 ANACAPA STREET | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93120 | 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 | ||||||||
| 212 GRANADA DRIVE | CORTE MADERA | CA | 94925 | TRUSTEE | 5.00 | 43931 | 0 | 0 |
| CHARLES KENT PARTRIDGE | ||||||||
| 2038 FELIZ ROAD | NOVATO | CA | 94945 | TRUSTEE | 5.00 | 43930 | 0 | 0 |
| CAROLYN P WELCH | ||||||||
| 1371 SIRAH COURT | UKIAH | CA | 95482 | TRUSTEE | 5.00 | 43930 | 0 | 0 |
| HERBERT SCOTT PARTRIDGE | ||||||||
| 5699 COUNTRY CLUB DRIVE | ROHNERT PARK | CA | 94928 | TRUSTEE | 5.00 | 43930 | 0 | 0 |
| SHERRY PARTRIDGE KIMBALL | ||||||||
| 28 WOODSIDE DRIVE | SAN ANSELMO | CA | 94960 | TRUSTEE | 5.00 | 43930 | 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 | 5734555 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11795325 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 5248 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 17535128 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 17535128 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 263027 | CashDeemedCharitable |
| Net Noncharitable Assets | 17272101 | NetNoncharitableAssets |
| Minimum Investment Return | 863605 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 863605 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1645 | TaxBasedOnInvestmentIncome |
| Total Tax | 1645 | TotalTax |
| Distributable Amount Before Adj | 861960 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 861960 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 861960 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1161888 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1161888 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1645 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1160243 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 861960 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 339593 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 339593 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1161888 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 861960 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 299928 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 639521 | 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 | 639521 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 339593 | ExcessFromYear1 |
| Excess From Current Year | 299928 | ExcessFromCurrentYear |
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 | $1,000,000 |
| 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 |
| MUSIC CENTER FOUNDATION | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | 501(C)3 | PERFORMING ARTS AND EDUCATION | $1,000 |
| OJAI MUSIC FESTIVAL | |||||||
| 201 SOUTH SIGNAL STREET | OJAI | CA | 93023 | NONE | 501(C)3 | PERFORMING ARTS AND EDUCATION | $2,000 |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRVIEW ROAD | SANTA BARBARA | CA | 93108 | NONE | 501(C)3 | PERFORMING ARTS AND EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1010000 | 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 | $3 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $104,316 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $212,108 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $316,427 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 316427 | 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 | $5,050 | Amount |
| Net Investment Income | 2525 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2525 | 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 | 6466690 | EOYBookValue |
| EOYFMV | 5538550 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | Category |
| Amount | $2,169 | Amount |
| Net Investment Income | 1085 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1084 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CONSULTANT | 24000 | 12000 | 12000 |
| TELEPHONE | 1621 | 811 | 810 |
| OTHER ADVISORS | 28800 | 14400 | 14400 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES | Category |
| Amount | $22,401 | Amount |
| Net Investment Income | 11200 | NetInvestmentIncome |
| Disbursements Charitable Prps | 11201 | DisbursementsCharitablePrps |
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 | $75 | 38 | 37 |
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