SHANBROM FAM FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SHANBROM FAM FOUNDATION (EIN 77-0518326)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-18
- IRS object ID
- 202611389349100781
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-18T14:17:15-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954149172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMO ARJANI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E COLORADO BLVD SUITE 426 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 770518326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHANBROM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM J SHANBROM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
| Phone | 8052085722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE SUITE A | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J SHANBROM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8052085722 | PhoneNum |
| Signature | 2026-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM H HRANCHAK | PreparerPersonNm |
| PTIN | P00641665 | PTIN |
| Phone | 6265781978 | PhoneNum |
| Preparation | 2026-05-18 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,282,055 | 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 | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $537,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $537,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,721,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,213,686 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,721,520 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,259,406 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,259,406 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,525 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,204 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $371 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $171 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,342,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,342,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,409,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,346,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,850,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,254,710 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,040,510 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,231,226 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,231,226 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,958,994 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,618,564 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,050,829 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,999,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,849,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,282,055 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,999,504 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,849,790 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,999,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,849,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,999,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,849,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,999,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,850,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11 | OtherIncreasesAmt |
| Subtotal | $14,849,790 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,849,790 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,590,603 | $2,492,166 | $5,098,437 | $5,098,437 | |
| CAPITAL GAINS DIVIDENDS | $1,623,083 | $1,623,083 | $1,623,083 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,721,520 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $100,840 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $100,840 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $100,840 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $81,680 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM J SHANBROM | IndividualWithBooksNm |
| Phone | 8052085722 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE SUITE A | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J SHANBROM | ||||||||
| 603 W OJAI AVE SUITE A | OJAI | CA | 93023 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| SUSAN F KRABBE | ||||||||
| 603 W OJAI AVE SUITE A | OJAI | CA | 93023 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,642,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,120,654 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,763,108 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,763,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $401,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,361,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,318,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,318,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $100,840 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $100,840 | TotalTaxAmt |
| Distributable Before Adj | $1,217,243 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,217,243 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,217,243 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,346,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,346,525 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,217,243 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,125,692 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,346,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,125,692 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $220,833 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $996,410 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM J SHANBROM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 W OJAI AVE SUITE A | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8052085722 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGORA FOUNDATION | |||||||
| 1129 MARICOPA HIGHWAY SUITE 156 | OJAI | CA | 93023 | PC | EDUCATION AND OUTREACH | $10,000 | |
| AMERICAN BIRD CONSERVANCY | |||||||
| PO BOX 249 | THE PLAINS | VA | 20198 | PC | BIRD CONVSERVATION | $20,000 | |
| ANAHEIM BALLET | |||||||
| 280 E LINCOLN AVE | ANAHEIM | CA | 92805 | PC | EDUCATION AND OUTREACH | $75,000 | |
| CAMA | |||||||
| 2060 ALAMEDA PADRE SERRA SUITE 201 | SANTA BARBARA | CA | 93103 | PC | SUPPORT OF MUSIC PERFORMANCES | $10,000 | |
| CANZONA | |||||||
| PO BOX 1663 | SAN LUIS OBISPO | CA | 93406 | PC | PUBLIC MUSIC PROGRAMS | $15,000 | |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 303032440 | PC | CANCER RESEARCH | $25,000 | |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PC | PROTECTION OF ENDANGERED SPECIES | $25,000 | |
| CENTRAL COAST STATE PARKS ASSOCIATION | |||||||
| 202 TANK ROAD SUITE H2 | SAN LUIS OBISPO | CA | 93401 | PC | SUPPORT OF STATE PARK SYSTEM | $10,000 | |
| COMMUNITY MEMORIAL HEALTH SYSTEM | |||||||
| 147 NORTH BRENT STREET | VENTURA | CA | 93003 | PC | DIVERSITY SCHOLARSHIPS | $30,000 | |
| DESERT MOUNTAIN COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD 405B | PHOENIX | AZ | 85016 | PC | EDUCATION SCHOLARSHIPS AND TRAILS | $20,000 | |
| DIRECT RELIEF FOUNDATION | |||||||
| 27 S LA PATERA LN | GOLETA | CA | 93117 | PC | DISASTER RELIEF | $25,000 | |
| FIBCO FAMILY SERVICES INC | |||||||
| 1141 E JEFFERSON ST | PHOENIX | AZ | 85034 | PC | FOOD FOR UNDERSERVED | $20,000 | |
| FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY INC | |||||||
| P H BARTELS 400 ATLANTIC ST 4TH FL | STAMFORD | CT | 06901 | PC | AVIAN RESEARCH | $50,000 | |
| HAWK MOUNTAIN SANCTUARY | |||||||
| 1700 HAWK MOUNTAIN ROAD | KEMPTON | PA | 19529 | PC | RAPTOR CONSERVATION | $20,000 | |
| HONORHEALTH FOUNDATION | |||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | PC | FOOD FOR UNDERSERVED | $20,000 | |
| HOSPICE OF SAN LUIS OBISPO | |||||||
| 1304 PACIFIC ST | SAN LUIS OBISPO | CA | 93401 | PC | HEALTH AND HUMAN SERVICES | $2,500 | |
| KCBX INC | |||||||
| 4100 VACHELL LN | SAN LUIS OBISPO | CA | 93401 | PC | PUBLIC RADIO ARTS PROGRAMMING | $2,500 | |
| KCNT1 SLACK EPILEPSY FOUNDATION INC | |||||||
| PO BOX 465 | CONTOOCOOK | NH | 03229 | PC | MEDICAL RESEARCH | $15,000 | |
| LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION | |||||||
| 1996 EASTMAN AVE 101 | VENTURA | CA | 93003 | PC | HOME HEALTHCARE FOR UNDERSERVED | $20,000 | |
| LOS PADRES FOREST WATCH INC | |||||||
| PO BOX 831 | SANTA BARBARA | CA | 93102 | PC | CONSERVATION PROGRAMS | $20,000 | |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PC | MEDICAL SCHOOL SCHOLARSHIPS | $100,000 | |
| MOZART FESTIVAL ASSOCIATION | |||||||
| 265 SOUTH ST STE G | SAN LUIS OBISPO | CA | 93401 | PC | MUSICAL EDUCATION & OPPORTUNITIES | $25,000 | |
| MUSIC OF REMEMBRANCE | |||||||
| PO BOX 27500 | SEATTLE | WA | 98165 | PC | MUSIC OF HOLOCAUST MUSICIANS | $15,000 | |
| MUSIC TO LIFE | |||||||
| POB 409 | WILDER | VT | 05088 | PC | MUSIC EDUCATION | $10,000 | |
| MUSICAL INSTRUMENT MUSEUM | |||||||
| 4725 EAST MAYO BOULEVARD | PHOENIX | AZ | 85050 | PC | MUSICAL INSTRUMENT MUSEUM | $10,000 | |
| OJAI CARES | |||||||
| 960 EAST OJAI AVENUE SUITE 105 | OJAI | CA | 93023 | PC | CANCER PROGRAMS | $10,000 | FIREBIRD PLAZA |
| OJAI FESTIVALS LTD | |||||||
| PO BOX 185 | OJAI | CA | 93024 | PC | SUPPORT OF MUSIC PERFORMANCES | $56,000 | |
| OJAI RAPTOR CENTER | |||||||
| PO BOX 182 | OAK VIEW | CA | 93022 | PC | EDUCATION AND CONSERVATION | $15,000 | |
| OJAI VALLEY LAND CONSERVANCY | |||||||
| PO BOX 1092 | OJAI | CA | 93024 | PC | CONSERVATION AND RESTORATION | $250,000 | |
| OTHER MINDS | |||||||
| 333 VALENCIA ST SUITE 303 | SAN FRANCISCO | CA | 94103 | PC | SUPPORT OF MUSIC PERFORMANCES | $5,000 | |
| OVERLAKE HOSPITAL | |||||||
| 1035 116TH AVE NE | BELLEVUE | WA | 98004 | PC | CAREGIVERS ADVANCEMENT FUND | $10,000 | |
| PACIFIC SYMPHONY | |||||||
| 3631 S HARBOR BLVD 100 | SANTA ANA | CA | 92704 | PC | SUPPORT OF MUSIC PERFORMANCES | $10,000 | |
| PLANNED PARENTHOOD OF MAR MONTE | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | PC | SUPPORT OF WOMEN'S HEALTH | $10,000 | |
| PLANNED PARENTHOOD OF SANTA BARBARA VENTURA & SAN LUIS OBISPO COUNTIES INC | |||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | PC | SUPPORT OF WOMEN'S HEALTH | $40,000 | |
| PLYMOUTH HOUSING GROUP | |||||||
| 2113 3RD AVE | SEATTLE | WA | 98121 | PC | HOUSING FOR HOMELESS | $15,000 | |
| PTSD NOW | |||||||
| 1515 E WOODFIELD RD STE 250 | SCHAUMBURG | IL | 60173 | PC | MENTAL HEALTH FOR VETERANS | $25,000 | |
| RWANDA GIRLS INITIATIVE | |||||||
| PO BOX 325 | MEDINA | WA | 98039 | PC | EDUCATION SCHOLARSHIPS | $20,000 | |
| SACRAMENTO CHORAL SOCIETY | |||||||
| 4025A BRIDGE STREET | FAIR OAKS | CA | 95628 | PC | SUPPORT OF CHORALE MUSIC | $5,000 | |
| SAN LUIS OBISPO BOTANICAL GARDENS | |||||||
| 3450 DAIRY CREEK ROAD | SAN LUIS OBISPO | CA | 93405 | PC | TO SUPPORT PROGRAMS | $5,000 | |
| SAN LUIS OBISPO FILM FESTIVAL | |||||||
| PO BOX 1449 | SAN LUIS OBISPO | CA | 93406 | PC | PUBLIC FILM FESTIVAL | $15,000 | |
| SEMPERVIRENS | |||||||
| PO BOX 1417 | LOS ALTOS | CA | 940231417 | PC | LAND PURCHASE FOR PUBLIC USE | $20,000 | |
| SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE | |||||||
| 17 GAUSS WAY | BERKELEY | CA | 94720 | PC | EDUCATIONAL RESEARCH | $10,000 | |
| SPOKES | |||||||
| 3765 S HIGUERA SUITE 140 | SAN LUIS OBISPO | CA | 93401 | PC | AID TO OTHER 501C3 ORGANIZATIONS | $4,000 | |
| THE CREW | |||||||
| PO BOX 1532 | OJAI | CA | 930241532 | PC | YOUTH CONSERVATION JOBS | $10,000 | |
| THE NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | PC | ISLAND RESILIENCE STRATEGY | $25,000 | |
| THE TURTLE CONSERVANCY | |||||||
| 1794 MCNELL ROAD | OJAI | CA | 93023 | PC | SESPE/CIENEGA RESTORATION | $40,000 | |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION (UCI) | |||||||
| 100 THEORY SUITE 250 | IRVINE | CA | 92617 | PC | MEDICAL SCHOOLSCHOLARSHIPS | $50,000 | |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA ARTS & LECTURES | |||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 93106 | PC | UCSB ARTS AND LECTURES | $50,000 | BARBARA |
| UNIVERSITY OF CALIFORNIA SANTA CRUZ FOUNDATION | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | PC | SEABIRD PLASTICS STUDY | $10,000 | |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PC | SERVICES FOR AMERICAN MILITARY | $10,000 | |
| WIKIMEDIA FOUNDATION INC | |||||||
| 149 NEW MONTGOMERY 3RD FL | SAN FRANCISCO | CA | 94105 | PC | EDUCATIONAL GRANT | $10,000 | |
| WILD AT HEART | |||||||
| 31840 N 45TH STREET | CAVE CREEK | AZ | 85331 | PC | EDUCATIONAL GRANT | $15,000 | |
| YMCA OF SLO COUNTY (SAN LUIS OBISPO COUNTY YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 1020 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | PC | HEALTH, EDUCATION AND FITNESS | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,342,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $537,854 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,721,520 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,259,406 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,259,406 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $9,050 | Amt |
| Net Investment Income | $4,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,525 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $208,058 | $845,691 |
| APPLE INC | $20,217 | $387,401 |
| ARCHER-DANIELS-MIDLND CO | $39,902 | $177,859 |
| AUTOMATIC DATA PROCESSING | $28,452 | $193,175 |
| AUTOMATIC DATA PROCESSING | $18,786 | $136,332 |
| BROADRIDGE FINL SOLUTION | $19,533 | $223,170 |
| CARDINAL HEALTH INC | $42,044 | $721,912 |
| CLOROX COMPANY | $67,880 | $87,218 |
| CVS HEALTH CORP | $38,050 | $382,620 |
| HERSHEY COMPANY | $195,570 | $259,322 |
| IBM | $199,243 | $555,394 |
| JOHNSON & JOHNSON | $469,515 | $859,877 |
| JPMORGAN CHASE & CO | $9,822 | $306,303 |
| KIMBERLY-CLARK CORP | $97,260 | $144,273 |
| MERCK & CO. INC | $160,169 | $211,046 |
| MICROSOFT CORP | $20,845 | $411,077 |
| MOLSON COORS BEVERAGE CO | $288,999 | $256,507 |
| TEXAS INSTRUMENTS INC | $6,248 | $381,580 |
| TYSON FOODS INC CL A | $8,238 | $139,377 |
| VANGUARD INTERNATIONAL GROWTH ADM | $1,464,251 | $2,786,124 |
| VANGUARD PRIMECAP FUND ADMIRAL | $1,051,836 | $5,042,277 |
| VANGUARD WINDSOR II FUND ADM | $1,151,481 | $2,435,206 |
| WAL-MART STORES INC | $18,987 | $810,437 |
| AMAZON INC | $205,192 | $261,981 |
| BILL HOLDINGS INC | $204,858 | $264,519 |
| EDWARDS LIFESCIENCE CORP | $0 | $1,193,330 |
| VANGUARD EXTENDED MARKET ADM | $2,505,599 | $2,498,061 |
| VANGUARD INTERNATIONAL STOCK INDEX ADM | $3,550,266 | $3,550,266 |
| VANGUARD VALUE INDEX ADM | $1,527,263 | $1,528,494 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $200 | $0 | $0 |
| ADR FEES | $171 | $171 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $11 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,204 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $34,380 | $0 | $0 |
| UNDERPAYMENT PENALTY | $126 | $0 | $0 |
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