DINGMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DINGMAN FAMILY FOUNDATION (EIN 82-1915595)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349102396
- Schema version
- 2025v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:05:11-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952835976 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3757 STATE ST STE 3B | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931056182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821915595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DINGMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DING | BusinessNameControlTxt |
| Phone | 8054504657 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 794 SENDA VERDE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931055536 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN VOGEL DINGMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8054504657 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM L JACKSON | PreparerPersonNm |
| PTIN | P00025953 | PTIN |
| Phone | 8059664157 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $4,227,235 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $194,242 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $118,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $481,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,842,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $481,039 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $793,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $599,693 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,478 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,477 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,144 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,755 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $969 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $525 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,577 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $206,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $206,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $207,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $564,556 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $579,577 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,659 | CashBOYAmt |
| Cash EOY | $108,902 | CashEOYAmt |
| Cash EOYFMV | $108,902 | CashEOYFMVAmt |
| Acct Rcvbl | $157 | AcctRcvblAmt |
| Acct Rcvbl EOY | $157 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $157 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,955,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,480,570 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,118,176 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,025,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,589,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,227,235 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,025,073 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,589,629 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,025,073 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,589,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,025,073 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,589,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,025,073 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $564,556 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,589,629 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,589,629 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 2778 ST COVERED | P | 2025-12-31 | $263,913 | $267,358 | -$3,445 | -$3,445 | |
| MERRILL LYNCH 2778 LT COVERED | P | 2025-12-31 | $1,382,225 | $1,006,762 | $375,463 | $375,463 | |
| 50.000 ABBVIE INC SHS | P | 2025-08-18 | $10,392 | $1,321 | $9,071 | $9,071 | 2010-04-23 |
| 81.000 SPDR S&P 500 ETF TRUST | P | 2025-08-18 | $52,077 | $8,123 | $43,954 | $43,954 | 2003-09-29 |
| MERRILL LYNCH 2778 ST NONCOVERED | P | 2025-12-31 | $33 | $27 | $6 | $6 | |
| MERRILL LYNCH 2778 LT NONCOVERED | P | 2025-12-31 | $59,611 | $38,128 | $21,483 | $21,483 | |
| MERRILL LYNCH 3139 LT NONCOVERED | P | 2025-12-31 | $52,506 | $39,346 | $13,160 | $13,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $481,039 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,439 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,056 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,056 | SubtotalAmt |
| Tax Based On Investment Income | $8,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,456 | 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 | MACFARLANE FALETTI CO LLP | IndividualWithBooksNm |
| Phone | 0805965415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3757 STATE STREET STE 3B | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RAYMOND B DINGMAN | ||||||||
| 794 SENDA VERDE | SANTA BARBARA | CA | 93105 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SUSAN VOGEL DINGMAN | ||||||||
| 794 SENDA VERDE | SANTA BARBARA | CA | 93105 | TRUSTEE | 0.50 | $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 | $3,735,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,004 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,811,066 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,811,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,753,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,056 | TotalTaxAmt |
| Distributable Before Adj | $179,639 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $179,639 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $179,639 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $207,577 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $207,577 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $179,639 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,511 | UndistributedIncomePYAmt |
| Qualifying Distributions | $207,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,511 | AppliedToYear1Amt |
| Applied To Current Year | $179,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,427 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,427 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,427 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $10,427 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAYMOND B DINGMAN | ContributingManagerNm |
| Contributing Manager | SUSAN VOGEL DINGMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ENSEMBLE THEATRE COMPANY | |||||||
| PO BOX 2307 | SANTA BARBARA | CA | 93120 | NONE | PC | GENERAL SUPPORT | $10,000 |
| DIRECT RELIEF SOCAL WILDFIRE | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PC | GENERAL SUPPORT | $25,000 |
| SALVATION ARMY | |||||||
| 423 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL SUPPORT | $20,000 |
| HUMAN GOOD FOUNDATION | |||||||
| 1900 HUNTINGTON DRIVE | DUARTE | CA | 91010 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TRANSITION HOME | |||||||
| 425 EAST COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL SUPPORT | $63,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 EAST YANONALI ST | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL SUPPORT | $28,000 |
| OJAI RAPTOR CENTER | |||||||
| 370 BALDWIN RD | OJAI | CA | 93023 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FEEDING TAMPA BAY | |||||||
| 3624 CAUSEWAY BLVD | TAMPA | FL | 33619 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE LAND TRUST OF SB | |||||||
| 1530 CHAPALA ST SUITE A | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL SUPPORT | $20,000 |
| SANTA BARBARA SYMPHONY | |||||||
| 1330 STATE STREET STE 10 | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HILLSIDE HOUSE | |||||||
| 1235 VERONICA SPRINGS RD | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $206,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $481,039 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $599,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $599,693 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| RAYMOND AND SUSAN DINGMAN | ||||||
| 1 | 794 SENDA VERDE | SANTA BARBARA | CA | 93105 | $118,488 | Yes (X) |
| RAYMOND AND SUSAN DINGMAN | ||||||
| 2 | 794 SENDA VERDE | SANTA BARBARA | CA | 93105 | $75,754 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $118,488 | 2025-07-01 |
| 2 | PUBLICLY TRADED SECURITIES | $75,754 | 2025-11-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,955 | Amt |
| Net Investment Income | $1,478 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,477 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES AND MUTUAL FUNDS/CLOSED END | StockNm |
| EOY Book Value | $3,480,570 | EOYBookValueAmt |
| EOYFMV | $4,118,176 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MERRILL LYNCH 2778 - FEES | $375 | $375 |
| ACCOUNT FEE | $150 | $150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH 2778 - ADVISORY F | CategoryTxt |
| Amt | $17,144 | Amt |
| Net Investment Income | $17,144 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - MERRILL 2778 | $933 | $933 | |
| FOREIGN TAXES - MERRILL 3139 | $36 | $36 | |
| REGISTRY OF CHARITABLE TRUSTS | $100 | $100 | |
| IRS EXCISE TAX | $1,686 |
Comments