HIGGINS-TRAPNELL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HIGGINS-TRAPNELL FAMILY FOUNDATION (EIN 77-0537256)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349101933
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T10:48:24-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL BLOYD & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 236 N SANTA CRUZ AVE SUITE 229 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770537256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGGINS-TRAPNELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PRISCILLA HIGGINS | InCareOfNm |
| Business Name Control | HIGG | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 VALHALLA DR | AddressLine1Txt |
| City | SOLVANG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93463 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRISCILLA HIGGINS | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 8057055595 | PhoneNum |
| Signature | 2024-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01313742 | PTIN |
| Phone | 4082827000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,063,154 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,776 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,776 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,776 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $13,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,212 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,212 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $483,439 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,168 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,097 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,097 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,097 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $52,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,253 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,085 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $42,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,813 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,813 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,813 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $4,158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,158 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,158 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $55,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $55,971 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,971 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $55,971 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,718 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $1,015,555 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,063,154 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,063,154 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,015,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,063,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,063,154 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,015,555 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,063,154 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,015,555 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,063,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,015,555 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,063,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,015,555 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,718 | ExcessRevenueOverExpensesAmt |
| Other Increases | $104,317 | OtherIncreasesAmt |
| Subtotal | $1,063,154 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,063,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,168 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $170 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $170 | TotalPaymentsAndCreditsAmt |
| Overpayment | $170 | OverpaymentAmt |
| Applied To ES Tax | $170 | AppliedToESTaxAmt |
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 | false | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRISCILLA HIGGINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8057055595 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 VALHALLA DR | AddressLine1Txt |
| City | SOLVANG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93463 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| PRISCILLA HIGGINS | ||||||||
| 222 VALHALLA DR | SOLVANG | CA | 93463 | PRESIDENT | 0 | $42,000 | $0 | $0 |
| MARK HIGGINS | ||||||||
| 222 VALHALLA DR | SOLVANG | CA | 93463 | DIRECTOR | 0 | $0 | $0 | $0 |
| NEAL HIGGINS | ||||||||
| 222 VALHALLA DR | SOLVANG | CA | 93463 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
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 |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| 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) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $53,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $79,875 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $75,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,655 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $334,030 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,000 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $387,030 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $79,875 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $307,155 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $63,000 | ExcessFromYear4Amt |
| Excess From Year3 | $64,000 | ExcessFromYear3Amt |
| Excess From Year2 | $75,500 | ExcessFromYear2Amt |
| Excess From Year1 | $51,655 | ExcessFromYear1Amt |
| Excess From Current Year | $53,000 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PRISCILLA HIGGINS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRISCILLA HIGGINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 VALHALLA DR | AddressLine1Txt |
| City | SOLVANG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4082827010 | RecipientPhoneNum |
| Form And Info And Materials | E-MAIL SETTING FORTH THE RECIPIENT OF THE GRANT AND THE AMOUNT OF THE GRANT AND REASON WHY THE ORGANIZATION IS WORTHY OF THE GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NCRC -NATIONAL CHILD RESEARCH CENTER | ||||||||
| 3209 HIGHLAND PL NW | WASHINGTON | DC | 20008 | N/A | PF | PRE SCHOOL EDUCATION | $3,500 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WALTER STREET | NEW YORK | NY | 10038 | N/A | PC | WOMEN REPRODUCTIVE HEALTH CARE | $2,000 | 22ND FLOOR |
| PLANNED PARENTHOOD | ||||||||
| 1605 THE ALAMEDA | SAN JOSE | CA | 95126 | NA | EOF | HEALTHCARE SERVICES | $2,000 | |
| CANCER FOUNDATION OF SANTA BARBARA | ||||||||
| 601 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | N/A | PC | CANCER CARE AT CANCER CENTER SANTA BARBARA | $2,500 | |
| ENVIRONMENTAL DEFENCE FUND | ||||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | N/A | PF | ENVIRONMENTAL PROTECTION | $500 | |
| ACLU | ||||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | N/A | PC | CIVIL LIBERTY SUPPORT | $500 | |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | CONSERVATION | $1,000 | |
| LOS PADRES FOREST ASSOCIATION | ||||||||
| PO BOX 1282 | GOLETA | CA | 93116 | N/A | PC | CONSERVATION | $2,000 | |
| SEMPERVIRENS FUND | ||||||||
| 419 SOUTH SAN ANTONIO ROAD | LOS ALTOS | CA | 94022 | N/A | PC | CONSERVATION | $3,000 | |
| SIDWELL FRIENDS | ||||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | EDUCATION/SCHOLARSHIP | $6,000 | |
| LAND TRUST FOR SANTA BARBARA | ||||||||
| PO BOX 91830 | SANTA BARBARS | CA | 93190 | N/A | PC | CONSERVATION | $1,000 | |
| ICRC | ||||||||
| 1100 CONNECTICUT AVE | WASHINGTON | DC | 20036 | N/A | PC | DISASTER RELIEF | $2,500 | NW SUITE 500 |
| ALLAN HANCOCK FOUNDATION | ||||||||
| PO BOX 5170 | SANTA MARIAN | CA | 93456 | NA | EDUCATION | $1,500 | ||
| COUNCIL OF FOREIGN RELATIONS | ||||||||
| 58TH EAST 68TH STREET | NEW YORK | NY | 10065 | NA | PC | EDUCATIONAL AND INTERNATIONAL AFFAIRS | $1,000 | |
| EARTH JUSTIC | ||||||||
| 50 CALIFORNIA STREET | SAN FRANCISCO | CA | 94111 | NA | PC | COSERVATION | $1,000 | |
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NA | PC | ASSISTANCE AFTER FIRE | $5,000 | |
| PEOPLE HELPING PEOPLE | ||||||||
| PO BOX 1472 | SOLVANG | CA | 93464 | NA | PC | COMMUNITY SERVICE | $2,500 | |
| WILDLANDS NETWORK | ||||||||
| 329 W PIERPOINT AVE | SALT LAKE CITY | UT | 84101 | NA | PC | WILDLIFE CONSERVATION | $3,000 | SUITE 300 |
| PARTNERSHIP FOR PUBLIC SERVICE | ||||||||
| 600 14TH STREET NW | WASHINGTON | DC | 20009 | NA | PC | EDUCATION INTERNSHIPS | $2,000 | SUITE 600 |
| Santa Ynez vally community outreach | ||||||||
| PO BOX 1946 | BUELTON | CA | 93427 | NA | PC | ASSISTANCE FOR DISADVANTAGED IN THE COMMUNITY | $1,000 | PO BOX 1946 |
| ST MARKS IN THE VALLEY | ||||||||
| PO BOX 39 | LOS OLIVOS | CA | 93441 | NA | PC | CHURCH | $6,000 | |
| TURKISH PHILANTHROPY FUNDS | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NA | PC | EARTHQUAKE RELIEF FUND | $2,500 | |
| FRIENDSHIP HOUSE | ||||||||
| 880 FRIENDSHIP ROAD | SOLVANG | CA | 93463 | NA | PC | ALZHEIMER CARE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,776 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,212 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,097 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,168 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,253 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,253 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MAXWELL, BLOYD & CO | CategoryTxt |
| Amt | $0 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT | StockNm |
| EOY Book Value | $1,063,154 | EOYBookValueAmt |
| EOYFMV | $1,063,154 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASES IN VALUE | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 RELATED DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $4,158 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,158 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,158 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PRIVATE MARKET IMPACT FUND I LP | -$756 | -$756 | -$756 |
| INCOME & IMPACT FUND, LLC | $2,853 | $2,853 | $2,853 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN FUND VALUE | Desc |
| Amt | $104,317 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT FEES | $9,763 | $9,763 | $9,763 |
| REGISTRY OF CHARITABLE TRUST | $50 | $50 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |