PETER K BARKER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PETER K BARKER FOUNDATION (EIN 13-3198247)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349102664
- 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 Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T13:05:18-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 334358135 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 389 INTERPACE PARKWAY STE 3 | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | 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 | 133198247 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER K BARKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 8312507390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1284 EAST MOUNTAIN DRIVE | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER K BARKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8312507390 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J BULGER | PreparerPersonNm |
| PTIN | P01366942 | PTIN |
| Phone | 9734726250 | PhoneNum |
| Preparation | 2026-05-05 | 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 | $5,586,759 | 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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $76,636 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,636 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $414,375 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,172,838 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $414,375 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,564 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,564 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $492,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $492,596 | 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 | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,914 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,814 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $106 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $251,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $251,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $254,720 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $198,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $453,426 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $5,609 | CashEOYAmt |
| Cash EOYFMV | $5,609 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $248,504 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $290,455 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $290,455 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,677,505 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,828,553 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,290,695 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,926,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,124,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,586,759 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,926,011 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,124,617 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,926,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,124,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,926,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,124,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,926,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $198,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,124,617 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,124,617 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PETER BARKER FOUNDATION - 6889 | P | 2024-01-01 | 2025-12-31 | $12 | $12 | $12 | |
| PETER BARKER FOUNDATION - 6889 | P | 2024-01-01 | 2025-12-31 | $917,787 | $237,568 | $237,568 | $680,219 |
| PETER BARKER FOUNDATION - 6889 | P | 2025-01-01 | 2025-12-31 | $1,148,657 | -$28,150 | -$28,150 | $1,176,807 |
| PETER BARKER FOUNDATION - 17604 | P | 2024-01-01 | 2025-12-31 | $470,753 | $108,142 | $108,142 | $362,611 |
| PETER BARKER FOUNDATION - 17604 | P | 2025-01-01 | 2025-12-31 | $22,660 | $240 | $240 | $22,420 |
| PETER BARKER FOUNDATION - 6683 | P | 2024-01-01 | 2025-12-31 | $1,422 | $1,353 | $1,353 | $69 |
| PETER BARKER FOUNDATION - 6683 | P | 2024-01-01 | 2025-12-31 | $464,227 | $110,686 | $110,686 | $353,541 |
| PETER BARKER FOUNDATION - 6683 | P | 2025-01-01 | 2025-12-31 | $147,215 | -$15,581 | -$15,581 | $162,796 |
| PETER BARKER FOUNDATION - 6683 | P | 2024-01-01 | 2025-12-31 | $105 | $105 | $105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $414,375 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,950 | 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 | $6,950 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $647 | OverpaymentAmt |
| Applied To ES Tax | $647 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | SAX LLP | IndividualWithBooksNm |
| Phone | 9734726850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 389 INTERPACE PARKWAY STE 3 | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | 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 |
|---|---|---|---|---|---|---|---|---|
| PETER K BARKER | ||||||||
| 1284 EAST MOUNTAIN DRIVE | MONTECITO | CA | 93108 | TRUSTEE/PART-TIME | 0.00 | $0 | $0 | $0 |
| ROBIN B BARKER | ||||||||
| 1284 EAST MOUNTAIN DRIVE | MONTECITO | CA | 93108 | TRUSTEE/PART-TIME | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $5,155,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,400,189 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,400,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,319,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,959 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,959 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,303 | TotalTaxAmt |
| Distributable Before Adj | $259,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $259,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $259,656 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $254,720 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $254,720 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,903 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,830 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $9,122 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $74,052 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $254,720 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $254,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,936 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,936 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $69,116 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,967 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $64,149 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,830 | ExcessFromYear4Amt |
| Excess From Year2 | $9,122 | ExcessFromYear2Amt |
| Excess From Year1 | $33,197 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER K BARKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF SANTA BARBARA | ||||||
| 609 E HALEY ST | SANTA BARBARA | CA | 93103 | PC | GENERAL SUPPORT | $5,000 |
| CHP FOUNDATION CALIFORNIA | ||||||
| 3188 AIRWAY AVENUE SUITE C | COSTA MESA | CA | 92626 | PC | GENERAL SUPPORT | $1,000 |
| CLAREMONT MCKENNA COLLEGE | ||||||
| 400 NORTH CLAREMONT BLVD | CLAREMONT | CA | 91711 | PC | GENERAL SUPPORT | $60,000 |
| HUNTINGTON LIBRARY | ||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | PC | GENERAL SUPPORT | $12,500 |
| J PAUL GETTY TRUST | ||||||
| 1200 GETTY CENTER DRIVE STE 400 | LOS ANGELES | CA | 90049 | PC | GENERAL SUPPORT | $25,000 |
| MONTECITO COMMUNITY FOUNDATION | ||||||
| PO BOX 5001 | SANTA BARBARA | CA | 93150 | PC | GENERAL SUPPORT | $1,000 |
| MONTECITO RETIREMENT ASSOC | ||||||
| 300 HOT SPRINGS RD | MONTECITO | CA | 93108 | PC | GENERAL SUPPORT | $5,000 |
| OUR LADY OF MT CARMEL CHURCH | ||||||
| 1300 EAST VALLEY RD | SANTA BARBARA | CA | 93108 | PC | GENERAL SUPPORT | $75,000 |
| PEBBLE BEACH COMPANY FOUNDATION | ||||||
| PO BOX 1767 | PEBBLE BEACH | CA | 93953 | PC | GENERAL SUPPORT | $1,470 |
| PEBBLE BEACH COMPANY FOUNDATION | ||||||
| PO BOX 1767 | PEBBLE BEACH | CA | 93953 | PC | GENERAL SUPPORT | $50,000 |
| SANTA BARBARA ART MUSEUM | ||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | PC | GENERAL SUPPORT | $1,000 |
| ST PATRICK'S SCHOOL CARIBAD CA | ||||||
| 3820 PIO PICO DR | CARLSBAD | CA | 92008 | PC | GENERAL SUPPORT | $1,000 |
| TOGETHER IN MISSION LOS ANGELES | ||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $1,000 |
| CENTER FOR THE ARTS | ||||||
| 240 S GLENWOOD ST | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $10,000 |
| DEL MONTE FOREST CONSERVANCY | ||||||
| 3101 FOREST LAKE RD 1 | PEBBLE BEACH | CA | 93953 | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $251,470 | 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 | $21 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,636 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,564 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $414,375 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $492,596 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $492,596 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS ACCOUNT - 760-4 | $473,852 | $530,263 |
| GOLDMAN SACHS ACCOUNT - 688-9 | $1,642,409 | $1,875,561 |
| GOLDMAN SACHS ACCOUNT - 668-3 | $1,712,292 | $2,884,871 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX WITHHELD | Desc |
| Revenue And Expenses Per Books | $106 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $106 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LTCG DISTRIBUTION | $610 | $610 | $610 |
| MISCELLENOUS INCOME | $954 | $954 | $954 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $35,814 | $35,814 | $0 |
| CALIFORNIA FILING FEES | $100 | $0 | $0 |