QUADREX FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- QUADREX FOUNDATION (EIN 95-4477872)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-05
- IRS object ID
- 202611259349102891
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T20:21:50-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832772114 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK JEW CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 WEEPING WILLOW DR | AddressLine1Txt |
| City | MOORPARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930212822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954477872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUADREX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | QUAD | BusinessNameControlTxt |
| Phone | 8057081110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2175 LAS VARAS CANYON ROAD | AddressLine1Txt |
| City | GOLETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931178723 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONEY SHINDAY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8057081110 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK JEW | PreparerPersonNm |
| PTIN | P00183529 | PTIN |
| Phone | 8183149996 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $123,109 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,888 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,888 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,538 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,427 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,889 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $673 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $673 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $40 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,662 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,662 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,714 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,889 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,957 | CashBOYAmt |
| Cash EOY | $4,255 | CashEOYAmt |
| Cash EOYFMV | $4,255 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $108,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,854 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $117,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $123,109 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $117,302 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $123,109 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,302 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,302 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,302 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,550 | ExcessRevenueOverExpensesAmt |
| Subtotal | $123,852 | SubtotalAmt |
| Other Decreases | $743 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $123,109 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,538 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $107 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $107 | SubtotalAmt |
| Tax Based On Investment Income | $107 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $107 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MONEY SHINDAY | IndividualWithBooksNm |
| Phone | 8057081110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2175 LAS VARAS CANYON ROAD | AddressLine1Txt |
| City | GOLETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MONEY SHINDAY | ||||||||
| 2175 LAS VARAS CANYON ROAD | GOLETA | CA | 93117 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| NILA PATEL | ||||||||
| 2175 LAS VARAS CANYON ROAD | GOLETA | CA | 93117 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| NINA BERLOVITZ | ||||||||
| 3245 ARROWHEAD CT | ALTADENA | CA | 91001 | ASST DIRECTO | 000.00 | $0 | $0 | $0 |
| NIKHIL SHINDAY | ||||||||
| 2175 LAS VARAS CANYON RD | GOLETA | CA | 93117 | ASST DIRECTO | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $107 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,662 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,662 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $4,802 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,704 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,237 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,662 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $4,662 | RemainingDistriFromCorpusAmt |
| Total Corpus | $18,899 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $18,899 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,802 | ExcessFromYear3Amt |
| Excess From Year2 | $5,704 | ExcessFromYear2Amt |
| Excess From Year1 | $3,731 | ExcessFromYear1Amt |
| Excess From Current Year | $4,662 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MANNY OR NILA SHINDAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | QUADREX FOUNDATION | AddressLine1Txt |
| Address Line2 | 2175 LAS VERAS CANYON RD | AddressLine2Txt |
| City | GOLETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8057081110 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST WITH BROCHURE AND CHARITABLE ID | FormAndInfoAndMaterialsTxt |
| Restrictions On Awards | NONE(CHILDREN BENEFIT AND EDUCATION IS PRIORITY, SUPPORT COMMUNITY EVENTS OF CHARITABLE ORGANIZATIONS) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AICOKUM ORG | ||||||||
| 2737 DEVONSHIRE NW 214 | WASHINGTON | DC | 20008 | PC | EDUCATIONAL | $101 | ||
| ALZHEIMERS ASSOCIATION | ||||||||
| 221 N MICHIGAN AV | CHICAGO | IL | 60601 | PC | FIGHT ALZHEIMERS | $111 | ||
| AM RED CROSS OF THE PACIFIC COAST | ||||||||
| 836 CALLE PLANO | CAMARILLO | CA | 93012 | PC | DISASTER RELIEF | $51 | ||
| AMERICAN PARKINSON DISEASE AXXOC | ||||||||
| PO BOX 61420 | STATEN ISLAND | NY | 10306 | PC | FIGHT PARKINSONS | $51 | ||
| AUTISTIC CHILDREN OF AMERICA | ||||||||
| 228 W LINCOLN HWY 301 | SCHERERVILLE | IN | 46375 | PC | AUTISTIC CHILDREN SUPPORT | $101 | ||
| BRAILLE INSTITUTE OF AMERICA | ||||||||
| 741 N VERMONT | LOS ANGELES | CA | 90029 | PC | HELP THE BLIND | $101 | ||
| CALIFORNIA FRATERNAL ORDER OF | ||||||||
| 640 BERCUTT | SACRAMENTO | CA | 95811 | PC | IMPROVE POLICE LIVES | $25 | POLICE | |
| CANCER FOUNDATION | ||||||||
| 601 W JUNIPERO | SANTA BARBARA | CA | 93105 | PC | CANCER RESEARCH | $151 | ||
| CEDARS SINAI | ||||||||
| 6500 WILSHIRE BL 1600 | LOS ANGELES | CA | 90048 | PC | MEDICAL CARE | $101 | ||
| COVENANT HOUSE | ||||||||
| PO BOX 758636 | TOPEKA | KS | 66675 | PC | HOMELESS SHELTER | $51 | ||
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | PC | UKRAINE RELIEF | $151 | ||
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | PC | MEDICAL | $111 | ||
| DOS PUEBLOS PTSA | ||||||||
| 7266 ALAMEDA | GOLETA | CA | 93117 | PC | PARENT TEACHER STUDENT RELATIONSHIP | $400 | ||
| FOOD BANK OF SANTA BARBARA COUNTY | ||||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | PC | FEED THE HOMELESS | $111 | ||
| FRIENDS OF THE GOLETA PUB LIBRARY | ||||||||
| 899 CAMINO DEL SUR | GOLETA | CA | 93117 | PC | SUPPORT LITERACY | $201 | ||
| GLOBAL NAGRI FOUNDATION INC | ||||||||
| 4 RICHMOND CT | WEST WINDSOR TOWNSHIP | NJ | 08550 | PC | RAISE INDIAN AWARENESS FOR SOCIAL RE | $251 | ||
| HABITAT FOR HUMANITY | ||||||||
| PO BOX 176 | GOLETA | CA | 93116 | PC | BUILD HOMES FOR HOMELESS | $111 | ||
| HOSPICE OF SANTA BARBARA | ||||||||
| 2050 ALEMEDA PADRE SIERRA | SANTA BARBARA | CA | 93103 | PC | CARE FOR SERIOUS ILL | $151 | ||
| MAKE A WISH | ||||||||
| 4001 MISSION OAKS DR F | CAMARILLO | CA | 93012 | PC | CHILDHOOD ILLNESS | $51 | ||
| MARCH OF DIMES | ||||||||
| 1550 CRYSTAL DR 1330 | ARLINGTON | VA | 22202 | PC | HEALTH MOMS STRONG BABIES | $51 | ||
| NATIONAL MULTIPLE SCLEROSIS | ||||||||
| 1385 E JANSS RD | THOUSAND OAKS | CA | 91362 | PC | LIVING WITH MS | $51 | ||
| OPERATION SMILE | ||||||||
| 3641 FACULTY | VIRGINIA BEACH | VA | 23453 | PC | HELP A KID TO SMILE | $100 | ||
| PBS SOCAL | ||||||||
| 3080 BRISTOL AV 100 | COSTA MESA | CA | 92626 | PC | NPR | $51 | ||
| PROSTATE CANCER FDTN | ||||||||
| 1250 4TH ST | SANTA MONICA | CA | 90401 | PC | FIGHT PROSTATE CANCER | $101 | ||
| SANSUM CLINIC | ||||||||
| 517 W JUNIPER | SANTA BARBARA | CA | 93105 | PC | MEDICAL | $101 | ||
| SANTA BARBARA COTTAGE | ||||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | PC | MEDICAL CARE | $151 | HOSPITAL FDTN | |
| SANTA BARBARA EDUCATION FDN | ||||||||
| 1528 CHAPALA | SANTA BARBARA | CA | 93101 | PC | CHILDREN EDUCATION | $151 | ||
| SANTA BARBARA RESCUE MISSION | ||||||||
| 535 EAST YANONALI | SANTA BARBARA | CA | 93104 | PC | FEED HOMELESS | $101 | ||
| SCHOLARSHIP FD OF SANTA BARBARA | ||||||||
| 2253 LAS POSITAS RD | SANTA BARBARA | CA | 93105 | PC | SECONDARY EDUCATION | $151 | ||
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| 909 S FAIR OAKS | PASADENA | CA | 91105 | PC | HOSPITAL FOR CHILDREN | $51 | ||
| ST JUDES CHILDRENS RESEACH HOSPITAL | ||||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | PC | MEDICAL RESEARCH | $101 | PO BOX 50 | |
| SUSAN G KOMEN FDTN | ||||||||
| 13701 NOEL RD 801889 | DALLAS | TX | 75380 | PC | FIGHT BREAST CANCER | $111 | ||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DR 208 | RYE BROOK | NY | 10573 | PC | FIGHT BLOOD CANCER | $151 | ||
| THE SALVATION ARMY | ||||||||
| 423 CHAPALA ST | SANTA BARBARA | CA | 93101 | PC | HELP THE LESS FORTUNATE | $51 | ||
| TRUSTEE-TUFTS COLLEGE | ||||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | PC | HIGHER EDUCATION | $101 | ||
| TUTSI PATEL | ||||||||
| ONE LIBERTY 165 BROADWAY | NEW YORK | NY | 10006 | I | WRITES EDUCATIONAL MATERIAL | $501 | C/O JSTOR | 5TH FLOOR |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | UN EMERGENCY CHILDREN FUND | $51 | ||
| UNITY SHOPPE | ||||||||
| 1401 CHAPULA | SANTA BARBARA | CA | 93101 | PC | FEED THE HUNGRY | $51 | ||
| VETERANS RELIEF NETWORK | ||||||||
| 905 JOLIET ST 387 | DYER | IN | 46311 | PC | AID THE VETERAN | $51 | ||
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | PC | HELP THE VETERAN | $51 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,662 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $2,888 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $9,036 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,925 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,925 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | PERMANENTLY SET ASIDE FOR CHARITABLE PURPOSES |
| 7 | PERMANENTLY SET ASIDE FOR CHARITABLE PURPOSES |
| 8 | PERMANENTLY SET ASIDE FOR CHARITABLE PURPOSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | BERNSTEIN -63263 | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $10,251 | GrossSalesPriceAmt |
| Basis | $6,753 | BasisAmt |
| Total Net | $3,498 | TotalNetAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN MV | Desc |
| Amt | $743 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $673 | Amt |
| Net Investment Income | $673 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ATTY GEN-CHARITABLE TRUST | $25 | $25 |
| IRS-990PF FEES | $15 | $15 |
| SECRETARY OF STATE |