ISCOVICH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ISCOVICH FOUNDATION (EIN 20-2060648)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202521229349102757
- Schema version
- 2024v5.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T17:02:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770418724 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C&D LLP CPAS & ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 690 ALAMO PINTADO RD | AddressLine1Txt |
| City | SOLVANG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202060648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISCOVICH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISCO | BusinessNameControlTxt |
| Phone | 8055691694 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30440 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGEL L ISCOVICH | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8055691694 | PhoneNum |
| Signature | 2025-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE GOTCHER | PreparerPersonNm |
| PTIN | P01391840 | PTIN |
| Phone | 8056885505 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $47,410 | 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 | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,668 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,668 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $270 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $270 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,958 | 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 | $2,023 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $107 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $347 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,504 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,001 | CashBOYAmt |
| Cash EOY | $395 | CashEOYAmt |
| Cash EOYFMV | $395 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,410 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,519 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,519 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,889 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,491 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,490 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,607 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $34,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,605 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,410 | 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 | $34,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,605 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,605 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,605 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,605 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD | P | 2023-06-27 | 2024-01-18 | $2,007 | $2,002 | $5 | $5 |
| MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX | P | 2023-06-27 | 2024-01-18 | $1,256 | $1,244 | $12 | $12 |
| FLEXSHARES TR GLOBAL QUALITY REAL ESTATE INDEX FD GLOBAL QUALITY REAL ESTATE | P | 2015-09-28 | 2024-01-18 | $1,279 | $1,276 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $21 | 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 | ANGEL L ISCOVICH | IndividualWithBooksNm |
| Phone | 8055691694 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30440 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANGEL L ISCOVICH | ||||||||
| PO BOX 30440 | SANTA BARBARA | CA | 93130 | PRESIDENT & CEO | 1.00 | $0 | $0 | $0 |
| LISA A ISCOVICH | ||||||||
| PO BOX 30440 | SANTA BARBARA | CA | 93130 | SECRETARY/CFO | 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 | $48,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,373 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21 | TotalTaxAmt |
| Distributable Before Adj | $2,460 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,460 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,460 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,460 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,691 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,463 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,062 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,960 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,565 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,741 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,460 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,540 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,281 | 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 | $19,691 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,463 | ExcessFromYear4Amt |
| Excess From Year3 | $5,062 | ExcessFromYear3Amt |
| Excess From Year2 | $8,960 | ExcessFromYear2Amt |
| Excess From Year1 | $5,565 | ExcessFromYear1Amt |
| Excess From Current Year | $4,540 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANGEL L ISCOVICH | ContributingManagerNm |
| Contributing Manager | LISA A ISCOVICH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DIRECT RELIEF | ||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | PC | PROVIDE MEDICAL ASSISTANCE TO IMPROVE QUALITY OF LIFE FOR PEOPLE VICTIMIZED BY POVERTY, DISASTER, AND CIVIL UNREST AT HOME AND THROUGHOUT THE REST OF THE WORLD. | $1,000 |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||
| 400 WEST PUEBLO ST | SANTA BARBARA | CA | 93102 | PC | DEDICATED TO SUPPORTING THE SANTA BARBARA COTTAGE HOSPITAL AND THEIR MISSION TO PROVIDE SUPERIOR HEALTH CARE AND IMPROVE THE HEALTH OF THE REGION - WITH EXCELLENCE, INTEGRITY, AND COMPASSION. | $2,500 |
| SANTA YNEZ VALLEY AIRPORT AUTHORITY | ||||||
| 900 AIRPORT ROAD | SANTA YNEZ | CA | 93460 | PC | SUPPORT THE NEXT GENERATION OF PILOTS BY PROVIDING STUDY MATERIALS, FLIGHT INSTRUCTOR CHARGES, FUEL, AIRCRAFT RENTALS, AND TRAINING TO RECEIVE A PRIVATE PILOT'S CERTIFICATE. | $500 |
| UNIVERSITY OF PUGET SOUND | ||||||
| 1500 N WARNER ST 1056 | TACOMA | WA | 98416 | PC | SUPPORT ALL FACETS OF CAMPUS LIFE, SUCH AS FINANCIAL AID FOR STUDENTS, SUPPORT OF FACULTY, AND RESOURCES FOR PROGRAMS. | $1,000 |
| WORLD TELEHEALTH INITIATIVE | ||||||
| 7406 HOLLISTER AVE | SANTA BARBARA | CA | 93117 | PC | TO SUPPORT THE MISSION OF PROVIDING MEDICAL EXPERTISE TO THE WORLD'S MOST VULNERABLE COMMUNITIES TO BUILD LOCAL CAPACITY AND DELIVER CORE HEALTH SERVICES, THROUGH A NETWORK OF VOLUNTEER HEALTH CARE PROFESSIONALS SUPPORTED WITH STATE-OF-THE-ART TELEHEALTH TECHNOLOGY. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,668 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $270 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,958 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,958 | 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 | $2,023 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FD (HYGV) | BondNm |
| EOY Book Value | $7,490 | EOYBookValueAmt |
| EOYFMV | $7,607 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHERN FUNDS STK INDEX FD (NOSIX) | $7,613 | $23,027 |
| MFB NORTHERN EQUITY INDEX FUNDS INTL EQT INDEX (NOINX) | $6,456 | $8,475 |
| MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD (GUNR) | $2,517 | $3,709 |
| MFB NORTHERN FUNDS EMERGING MARKETS EQUITY INDEX (NOEMX) | $3,615 | $2,678 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST AGENCY FEES | Desc |
| Revenue And Expenses Per Books | $347 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $347 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DIVIDENDS | Desc |
| Revenue And Expenses Per Books | $270 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $270 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX ON INVESTMENT INCOME | $83 | $83 | $0 |
| FOREIGN TAXES PAID | $24 | $24 | $0 |