PETER K BARKER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PETER K BARKER FOUNDATION (EIN 13-3198247)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-02
- IRS object ID
- 202332149349100503
- Schema version
- 2022v5.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-02T07:14:30-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812950760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX LLP | 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 | 2022-01-01 | 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 | 2023-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | BARKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG CASSANO | PreparerPersonNm |
| PTIN | P01551886 | PTIN |
| Phone | 9734726250 | PhoneNum |
| Preparation | 2023-07-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,260,392 | 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 | $150 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $150 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$67,741 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,435,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $509 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $509 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$2,669 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,072 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,712 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,612 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,000 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,459 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,459 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,171 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,421 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $221,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$279,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,001 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,779 | CashBOYAmt |
| Cash EOY | $917 | CashEOYAmt |
| Cash EOYFMV | $917 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $146,046 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,347 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,347 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,017,095 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,780,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,146,128 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,173,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,894,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,260,392 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,173,920 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,894,830 | 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 | $4,173,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,894,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,173,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,894,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,173,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$279,090 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,894,830 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,894,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PETER BARKER FOUNDATION - 6889 | 2020-01-01 | 2022-12-31 | $878,570 | $675,850 | $202,720 | $202,720 |
| PETER BARKER FOUNDATION - 6889 | 2022-01-02 | 2022-12-31 | $866,972 | $863,981 | $2,991 | $2,991 |
| PETER BARKER FOUNDATION - 6897 | 2020-01-01 | 2022-12-31 | $184,384 | $236,425 | -$52,041 | -$52,041 |
| PETER BARKER FOUNDATION - 6897 | 2021-01-01 | 2022-12-31 | $63,761 | $91,232 | -$27,471 | -$27,471 |
| PETER BARKER FOUNDATION - 6683 | 2020-01-01 | 2022-12-31 | $947,729 | $1,080,726 | -$132,997 | -$132,997 |
| PETER BARKER FOUNDATION - 6683 | 2022-01-01 | 2022-12-31 | $419,278 | $550,127 | -$130,849 | -$130,849 |
| PETER BARKER FOUNDATION - 6683 | 2022-01-01 | 2022-12-31 | $75,301 | $5,395 | $69,906 | $69,906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$67,741 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$155,329 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $139 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $139 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,563 | 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 | $14,563 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,424 | OverpaymentAmt |
| Applied To ES Tax | $14,424 | 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 | $4,710,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,820,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,820,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,748,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $139 | TotalTaxAmt |
| Distributable Before Adj | $237,280 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $237,280 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $237,280 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $221,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $221,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $237,280 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,649 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,912 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $9,903 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,830 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,294 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $221,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $221,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,930 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,930 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,364 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,364 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,631 | ExcessFromYear4Amt |
| Excess From Year2 | $9,903 | ExcessFromYear2Amt |
| Excess From Year1 | $21,830 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | PC | GENERAL SUPPORT | $1,000 |
| KECK MEDICINE OF USC | ||||||
| 1149 SOUTH HILL STREET SUITE 360 | LOS ANGELES | CA | 90015 | PC | GENERAL SUPPORT | $1,000 |
| SOCAL GOLF ASSOC JUNIOR GOLF | ||||||
| 3740 CAHUENGA BLVD | STUDIO CITY | CA | 91604 | PC | GENERAL SUPPORT | $1,000 |
| GEORGE WASHINGTONS MOUNT VERNON | ||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | PC | GENERAL SUPPORT | $1,000 |
| SANTA BARBARA ART MUSEUM | ||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | PC | GENERAL SUPPORT | $1,000 |
| US CAPITOL HISTORICAL SOCIETY | ||||||
| 200 MARYLAND AVENUE NE | WASHINGTON | DC | 20002 | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL ARCHIVES FOUNDATION | ||||||
| 700 PENNSYLVANIA AVENUE NW G12 | WASHINGTON | DC | 20408 | PC | GENERAL SUPPORT | $1,000 |
| BRAIN CHEMISTRY LABS | ||||||
| 1130 S HIGHWAY 89 STE 3 | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $1,000 |
| THE AMERICAN REVOLUTION INSTITUTE OF THE SOCIETY OF THE CINCINNATI | ||||||
| 2118 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20008 | PC | GENERAL SUPPORT | $1,000 |
| GEORGETOWN UNIVERSITY | ||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | PC | GENERAL SUPPORT | $1,000 |
| CANCER CENTER OF SANTA BARBARA | ||||||
| 540 W PUEBLO ST | SANTA BARBARA | CA | 93105 | PC | GENERAL SUPPORT | $1,000 |
| MONTAGE HEALTH (CHOMP) | ||||||
| 40 RYAN CT STE 200 | MONTEREY | CA | 93940 | PC | GENERAL SUPPORT | $1,000 |
| CHP 11-99 FOUNDATION | ||||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | PC | GENERAL SUPPORT | $1,000 |
| DEL MONTE FOREST CONSERVANCY | ||||||
| 3101 FOREST LAKE RD | PEBBLE BEACH | CA | 93953 | PC | GENERAL SUPPORT | $1,000 |
| MAYO CLINIC | ||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | PC | GENERAL SUPPORT | $1,250 |
| CANCER CENTER OF SANTA BARBARA | ||||||
| 540 W PUEBLO ST | SANTA BARBARA | CA | 93105 | PC | GENERAL SUPPORT | $3,000 |
| COLGATE UNIVERSITY | ||||||
| 13 OAK DR E | HAMILTON | NY | 13346 | PC | GENERAL SUPPORT | $5,000 |
| HOWARD UNIVERSITY | ||||||
| 2400 6TH ST NW | WASHINGTON | DC | 20059 | PC | GENERAL SUPPORT | $5,000 |
| MONTECITO RETIREMENT ASSOC | ||||||
| 300 HOT SPRINGS RD | MONTECITO | CA | 93108 | PC | GENERAL SUPPORT | $5,000 |
| TOGETHER IN MISSION | ||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $5,000 |
| ST PATRICK'S SCHOOL CARIBAD CA | ||||||
| 3820 PIO PICO DR | CARLSBAD | CA | 92008 | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF CHICAGO BOOTH | ||||||
| 5807 SOUTH WOODLAWN AVE | CHICAGO | IL | 60637 | PC | GENERAL SUPPORT | $5,000 |
| COTTAGE HOSPITAL FOUNDATION | ||||||
| 400 W PUEBLO ST | SANTA BARBARA | CA | 93105 | PC | GENERAL SUPPORT | $10,000 |
| J PAUL GETTY TRUST | ||||||
| 1200 GETTY CENTER DRIVE STE 400 | LOS ANGELES | CA | 90049 | PC | GENERAL SUPPORT | $25,000 |
| PEBBLE BEACH COMPANY FOUNDATION | ||||||
| PO BOX 1767 | PEBBLE BEACH | CA | 93953 | PC | GENERAL SUPPORT | $50,000 |
| OUR LADY OF MT CARMEL CHURCH | ||||||
| 1300 EAST VALLEY RD | SANTA BARBARA | CA | 93108 | PC | GENERAL SUPPORT | $85,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,250 | 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 | $150 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,413 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$67,741 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$2,669 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,669 | 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 | $6,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS ACCOUNT - 760-4 | $388,674 | $548,582 |
| GOLDMAN SACHS ACCOUNT - 688-9 | $1,854,770 | $1,876,203 |
| GOLDMAN SACHS ACCOUNT - 689-7 | $206 | $206 |
| GOLDMAN SACHS ACCOUNT - 668-3 | $1,536,916 | $1,721,137 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX WITHHELD | Desc |
| Revenue And Expenses Per Books | $1,459 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,459 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LTCG DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $509 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $509 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $43,063 | $43,063 | $0 | $0 |
| CALIFORNIA FILING FEES | $100 | $0 | $0 | $100 |
| MISC EXPENSES | $549 | $549 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS PAYMENT 2021 EXTENSION | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $7,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |