ZAMICHOW JABS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZAMICHOW JABS FOUNDATION (EIN 47-7355800)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-02-22
- IRS object ID
- 202300539349100505
- Schema version
- 2021v4.2
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-22T08:07:52-06:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 160765486 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMSDEN & MCCORMICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 477355800 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZAMICHOW JABS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZAMI | BusinessNameControlTxt |
| Phone | 8058459774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4086 CUERVO AVENUE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN R JABS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8058459774 | PhoneNum |
| Signature | 2023-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLYN | PersonFirstNm |
| Person Last | JABS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA R ORNOWSKI | PreparerPersonNm |
| PTIN | P01261496 | PTIN |
| Phone | 7168563300 | PhoneNum |
| Preparation | 2023-02-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $826,476 | 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 | $356 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $356 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$43,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,930 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,808 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$40,484 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,332 | 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 | $3,099 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,499 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $672 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,499 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,499 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$112,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,833 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,806 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,963 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,963 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $891,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $776,937 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $814,513 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $901,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $788,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $826,476 | 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 | $901,680 | RetainedEarningBOYAmt |
| Retained Earning EOY | $788,900 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $901,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $788,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $901,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $788,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $901,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$112,780 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $788,900 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $788,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHARES APPLE INC. | P | 2015-12-21 | 2022-04-05 | $17,238 | $1,852 | $15,386 | $15,386 |
| 375 SHARES GENERAL ELECTRIC | P | 2015-12-21 | 2022-04-05 | $34,580 | $48,670 | -$14,090 | -$14,090 |
| 100 SHARES WALT DISNEY CO. | P | 2016-12-19 | 2022-10-26 | $10,200 | $2,800 | $7,400 | $7,400 |
| 100 SHARES WALT DISNEY CO. | P | 2017-11-30 | 2022-11-30 | $9,912 | $2,800 | $7,112 | $7,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,808 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $234 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $234 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $234 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $240 | 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 | $240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6 | OverpaymentAmt |
| Applied To ES Tax | $6 | 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 | CAROLYN R JABS | IndividualWithBooksNm |
| Phone | 8058459774 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4086 CUERVO DRIVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93110 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID L ZAMICHOW | ||||||||
| 4086 CUERVO AVENUE | SANTA BARBARA | CA | 93110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLYN R JABS | ||||||||
| 4086 CUERVO AVENUE | SANTA BARBARA | CA | 93110 | TRUSTEE | 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 | $988,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,016,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,016,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,001,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $234 | TotalTaxAmt |
| Distributable Before Adj | $49,820 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,820 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,820 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $70,075 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,496 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Total For Prior Years | $1,626 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $65,496 | AppliedToYear1Amt |
| Applied To Prior Years | $1,626 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,953 | 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 | $46,867 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID L ZAMICHOW | ContributingManagerNm |
| Contributing Manager | CAROLYN R JABS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADAPTIVE SPORTS CONNECTION | ||||||||
| 6000 HARRIOT DRIVE | POWELL | OH | 43065 | N/A | PC | DISABILITY FUNDING | $500 | |
| AMERCIA'S VETDOGS | ||||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 117872976 | N/A | PC | FUNDING FOR MENTAL HEALTH SERVICES | $1,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583650 | N/A | PC | PROMOTE SECURE JUSTICE AND FAIR TREATMENT TO ALL. | $2,000 | |
| CALM | ||||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | N/A | PC | SUPPORT FOR THE PREVENTION & REMEDIATION OF THE EFFECTS OF DOMESTIC VIOLENCE ON CHILDREN | $2,500 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | N/A | PC | REPRODUCTIVE RIGHTS | $2,000 | |
| CHILDRENS LAW CENTER OF CALIFORNIA | ||||||||
| 101 CENTRE PLAZA DRIVE | MONTEREY PARK | CA | 91754 | N/A | PC | PROVIDE LEGAL REPRESENTATION FOR CHILDREN WITHIN FOSTER CARE | $1,500 | |
| DIRECT RELIEF | ||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | N/A | PC | EMERGENCY RELIEF ORGANIZATION | $4,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | N/A | PC | INTERNATIONAL HUMANITARIAN MEDICAL NON-GOVERNMENTAL ORGANIZATION | $2,000 | |
| ELINGS PARK FOUNDATION | ||||||||
| 1298 LAS POSITAS RD | SANTA BARBARA | CA | 93105 | N/A | PC | RECREATIONAL OUTDOOR PARK FOR COMMUNITY MEMEBERS | $500 | |
| FEEDING AMERICA | ||||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | N/A | PC | FOOD DISTRIBUTION PROGRAM | $2,000 | |
| FOODBANK OF SANTA BARBARA | ||||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | N/A | PC | FOOD DISTRIBUTION PROGRAM | $5,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | N/A | PC | HOUSING PROGRAM | $2,000 | |
| HABITAT FOR HUMANITY SOUTH SANTA BARBARA | ||||||||
| PO BOX 176 | GOLETA | CA | 93116 | N/A | PC | UNRESTRICTED SUPPORT | $2,000 | |
| HUMANS RIGHT WATCH | ||||||||
| PO BOX 416 | ALLENWOOD | NJ | 08720 | N/A | PC | RESEARCH AND PROVIDE SUPPORT FOR WORLD CRISES | $1,000 | |
| INNOCENCE PROJECT | ||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | N/A | PC | LEGAL SERVICES FOR PEOPLE WHO ARE WRONGLY IMPRISONED | $2,000 | |
| MISES INSTITUE | ||||||||
| 518 WEST MAGNOLIA AVENUE | AUBURN | AL | 36832 | N/A | PC | RESEARCH FOUNDATION OF ECONOMIC LIBERTY | $1,000 | |
| NATIONAL WILDLIFE REHABILITATORS ASSOCIATION | ||||||||
| 8400 NORMANDALE LAKE DRIVE SUITE | BLOOMINGTON | MN | 55437 | N/A | PC | ADVOCATING THE REHABILITATION OF WILDLIFE AND THE PROFESSION | $1,000 | 920 |
| NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | N/A | PC | SUPPORT NATURAL HABITAT PRESERVATION | $2,000 | |
| OJAI RAPTOR CENTER | ||||||||
| PO BOX 182 | OAK VIEW | CA | 93022 | N/A | PC | SUPPORT WILDLIFE CONSERVATION AND REHABILITATION | $1,000 | |
| PLANNED PARENTHOOD - CENTRAL CA COAST | ||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | N/A | PC | REPRODUCTIVE RIGHTS | $2,000 | |
| SANSUM CLINIC | ||||||||
| PO BOX 1200 | SANTA BARBARA | CA | 93102 | N/A | PC | SUPPORT HEALTHCARE | $1,000 | |
| SANSUM DIABETIC RESEARCH INSTITUTE | ||||||||
| 2219 BATH STREET | SANTA BARBARA | CA | 93105 | N/A | PC | RESEARCH INSTITUTE | $2,000 | |
| SANTA BARBARA FILM FESTIVAL | ||||||||
| 1528 CHAPALA STREET SUITE 203 | SANTA BARBARA | CA | 93101 | N/A | PC | CULTURE | $1,000 | |
| SANTA BARBARA ZOO | ||||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | N/A | PC | UNRESTRICTED SUPPORT | $1,000 | |
| SB CAN INDEPENDENT JOURNALISM FUND | ||||||||
| PO BOX 13370 | SACRAMENTO | CA | 95813 | N/A | PC | SUPPORT IMPORTANT ISSUES IN COMMUNITIES, INCREASING PUBLIC AWARENESS | $1,000 | |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | ||||||||
| 2253 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | N/A | PC | SCHOLARSHIP FUND | $2,000 | |
| SEED SAVERS EXCHANGE | ||||||||
| 3094 NORTH WINN ROAD | DECORAH | IA | 52101 | N/A | PC | PROTECTING FOOD DIVERSITY | $500 | |
| SHELTER BOX | ||||||||
| PO BOX 5055 | SANTA BARBARA | CA | 93101 | N/A | PC | UNRESTRICTED SUPPORT | $2,000 | |
| SHELTER PARTNERSHIP | ||||||||
| 520 SO GRAND AVE SUITE 695 | LOS ANGELES | CA | 90071 | N/A | PC | HOUSING | $2,000 | |
| SPRINGFIELD SCHOOLS FOUNDATION | ||||||||
| 6900 HALL STREET | HOLLAND | OH | 43528 | N/A | PC | SUPPORTING ACADEMIA WITHIN COMMUNITY | $500 | |
| UC SANTA BARBARA ARTS & LECTURES | ||||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 931065030 | N/A | PC | ARTS & CULTURE PROGRAM | $2,500 | |
| WOMEN'S ECONOMIC VENTURES | ||||||||
| 333 S SALINAS STREET | SANTA BARBARA | CA | 93103 | N/A | PC | SUPPORT FEMALE ENTREPRENEURS | $2,000 | |
| WOMEN'S FUND OF SANTA BARBARA CO SANTA BARBARA FOUNDATION | ||||||||
| 1111 CHAPALA STREET SUITE 200 | SANTA BARBARA | CA | 93101 | N/A | PC | SUPPORT PROGRAMS FOR WOMEN AND CHILDREN | $6,000 | |
| ABORTION CARE NETWORK | ||||||||
| 1300 I ST NW STE 400E | WASHINGTON | DC | 200053318 | N/A | PC | REPRODUCTIVE RIGHTS | $2,000 | |
| NATIONAL ABORTION FEDERATION | ||||||||
| 1090 VERMONT AVE NW SUITE 1000 | WASHINGTON | DC | 20005 | N/A | PC | REPRODUCTIVE RIGHTS | $2,000 | |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 970087105 | N/A | PC | REPRODUCTIVE RIGHTS | $2,000 | |
| NAMI - URBAN LA | ||||||||
| 4305 DEGNAN BLVD SUITE 104 | LOS ANGELES | CA | 90008 | N/A | PC | REPRODUCTIVE RIGHTS | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,500 | 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 | $356 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,168 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$43,008 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$40,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$40,484 | 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 | $3,099 | Amt |
| Net Investment Income | $1,499 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SEE SIGNED ELECTION STATEMENT ATTACHED | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,600 SHS APPLE INC | $40,157 | $222,045 |
| 5,700 SHS WALT DISNEY CO | $719,322 | $577,433 |
| 500 SHS INTEL CORP | $17,458 | $15,035 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CA FILING FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $672 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |