VOLENTINE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- VOLENTINE FAMILY FOUNDATION (EIN 77-0203235)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-31
- IRS object ID
- 202313049349101221
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-31T15:56:27-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 950858589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINSON & BLOODGOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | 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 | 770203235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOLENTINE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOLE | BusinessNameControlTxt |
| Phone | 8059625719 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST CARRILLO STREET STE B | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDETTE SABIRON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8059625719 | PhoneNum |
| Signature | 2023-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLAUDETTE | PersonFirstNm |
| Person Last | SABIRON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
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 | $30,017,596 | 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 | $4,359 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,359 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $609,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $609,462 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $58,522 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $58,522 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$16,500 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $836,926 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,130,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $836,926 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,601 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,158 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,524,870 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,522,427 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $217,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $86,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $118,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,019 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,019 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $88,691 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $66,518 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,173 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $316,754 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $311,423 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,331 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,020 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,020 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,034 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,375 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $63,572 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $49,325 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $20,168 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,084 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,084 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,734 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,867 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,867 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68,468 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53,082 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,498 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $861,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $617,622 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,078 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,437,859 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,437,859 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,299,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $617,622 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,619,937 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$774,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $904,805 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89,697 | CashBOYAmt |
| Cash EOY | $123,074 | CashEOYAmt |
| Cash EOYFMV | $123,074 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $615,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $449,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $449,793 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,335,984 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $469,054 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $901,266 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $866,930 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,495,912 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $22,938,596 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,349,805 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,722,284 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,135,493 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $432,113 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $731,875 | LandBOYAmt |
| Land EOY | $703,380 | LandEOYAmt |
| Land EOYFMV | $1,225,375 | LandEOYFMVAmt |
| Other Assets BOY | $3,935 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,158 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,158 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,281,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,494,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,017,596 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $16,983 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,468 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,983 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,468 | 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 | $25,264,242 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,489,672 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,264,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,489,672 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,281,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,494,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,264,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$774,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,489,672 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,489,672 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS #7660 - HARDING (DETAIL ON REQUEST) | 2022-01-01 | 2022-12-31 | $215,771 | $225,125 | -$9,354 | -$9,354 | |
| GOLDMAN SACHS #8452 - EQUITIES & FIXED INCOME (DETAIL ON REQUEST) | 2022-01-01 | 2022-12-31 | $669,870 | $712,314 | -$42,444 | -$42,444 | |
| GOLDMAN SACHS #8718 - CORPORATE FIXED INCOME (DETAIL ON REQUEST) | 2022-01-01 | 2022-12-31 | $266,929 | $266,087 | $842 | $842 | |
| GOLDMAN SACHS #8577 - VFF (DETAIL ON REQUEST) | 2022-01-01 | 2022-12-31 | $86,000 | $86,000 | $0 | $0 | |
| GOLDMAN SACHS #8726 (DETAIL ON REQUEST) | 2022-01-01 | 2022-12-31 | $346,265 | $360,530 | -$14,265 | -$14,265 | |
| GOLDMAN SACHS #9921 (DETAIL ON REQUEST) | 2022-01-01 | 2022-12-31 | $551,301 | $520,518 | $30,783 | $30,783 | |
| GOLDMAN SACHS #9939 (DETAIL ON REQUEST) | 2022-01-01 | 2022-12-31 | $428,240 | $401,809 | $26,431 | $26,431 | |
| MONTECITO BANK & TRUST #8459-00 (DETAIL ON REQUEST) | 2022-01-01 | 2022-12-31 | $1,208,034 | $846,634 | $361,400 | $361,400 | |
| MONTECITO BANK & TRUST #8459-01 (DETAIL ON REQUEST) | 2022-01-01 | 2022-12-31 | $267,240 | $266,681 | $559 | $559 | |
| NORTHERN TRUST #6747 (DETAIL ON REQUEST) | 2022-01-01 | 2022-12-31 | $325,762 | $375,550 | -$49,788 | -$49,788 | |
| NORTHERN TRUST #6783 (DETAIL ON REQUEST) | 2022-01-01 | 2022-12-31 | $241,979 | $228,566 | $13,413 | $13,413 | |
| NT PRIVATE EQUITY PARTNERSHIP | 2022-01-01 | 2022-12-31 | $432,519 | $432,519 | $432,519 | ||
| COST BASIS ADJUSTMENT | 2022-01-01 | 2022-12-31 | $3,978 | -$3,978 | -$3,978 | ||
| CAPITAL GAINS DIVIDENDS | $90,808 | $90,808 | $90,808 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $836,926 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,523 | OverpaymentAmt |
| Applied To ES Tax | $1,523 | 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 | CLAUDETTE SABIRON | IndividualWithBooksNm |
| Phone | 8059625719 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY K POPENHAGEN | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | PRESIDENT | 11.00 | $80,000 | $0 | $5,969 |
| DIANE K HAYES | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 1.00 | $32,000 | $1,021 | $1,598 |
| CLAUDETTE SABIRON | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | SECRETARY | 30.00 | $65,000 | $5,017 | $0 |
| CATHERINE MACAULAY | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | TREASURER | 1.00 | $20,000 | $0 | $0 |
| RICHARD A NIGHTINGALE | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | CHIEF FINANCIAL OFFICER | 1.00 | $20,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & CO LLC | |||||
| 2121 AVENUE OF THE STARS STE 2600 | LOS ANGELES | CA | 90067 | INVESTMENT ADVISORY | $87,527 |
| NORTHERN TRUST | |||||
| 1485 EAST VALLEY RD STE 7 | SANTA BARBARA | CA | 93108 | INVESTMENT ADVISORY | $79,924 |
| MONTECITO BANK & TRUST | |||||
| 1106 COAST VILLAGE RD STE E | SANTA BARBARA | CA | 93108 | INVESTMENT ADVISORY | $58,875 |
| HUTCHINSON & BLOODGOOD LLP | |||||
| PO BOX 518 | EL CENTRO | CA | 92244 | ACCOUNTING AND TAX SERVICES | $51,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $29,058,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $841,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,514,029 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,413,699 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,413,699 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $471,205 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,942,494 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,547,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,547,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,577 | TotalTaxAmt |
| Distributable Before Adj | $1,534,548 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,534,548 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,534,548 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,619,937 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,619,937 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,534,548 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,568,717 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,619,937 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,568,717 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,220 | 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 | $1,483,328 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VOLENTINE FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 W CARRILLO STREET STE B | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8059625719 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUEST APPLICATION AND APPLICABLE SUPPORTING DOCUMENTATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 20 | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO ORGANIZATIONS OPERATING IN THE FOLLOWING GEOGRAPHICAL AREAS: SANTA BARBARA, CA, MCCOOK, NE AND LOVELAND, CO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGUA FRIA FOOD AND CLOTHING BANK | |||||||
| 405 E HARRISON DR | AVONDALE | AZ | 85323 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| ANGELS FOSTER CARE OF SANTA BARBARA | |||||||
| 3905 STATE ST STE 7 | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| ASSISTANCE LEAGUE | |||||||
| 1249 VERONICA SPRINGS RD | SANTA BARBARA | CA | 93105 | NONE | PC | SCHOOL BELL PROGRAM | $10,000 |
| BOYS & GIRLS CLUB OF LARIMER COUNTY | |||||||
| 103 SMOKEY ST | FORT COLLINS | CO | 80525 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| CANCER CENTER OF SANTA BARBARA | |||||||
| 300 W PUEBLO ST | SANTA BARBARA | CA | 93105 | NONE | PC | HUMAN HEALTH SERVICES | $2,000 |
| CASA OF LARIMER COUNTY | |||||||
| 3105 E HARMONY RD | FORT COLLINS | CO | 80528 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $10,000 |
| CASA OF SANTA BARBARA COUNTY | |||||||
| 118 E FIGUEROA ST | SANTA BARBARA | CA | 93101 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $10,000 |
| CASA SERENA | |||||||
| 1515 BATH ST | SANTA BARBARA | CA | 93101 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $20,000 |
| CHILD ABUSE LISTENING MEDIATION | |||||||
| 1236 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $10,000 |
| MOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION | |||||||
| 125 STATE ST | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION | $10,000 |
| CITY OF GOODYEAR | |||||||
| 190 N LITCHFIELD RD | GOODYEAR | AZ | 85338 | NONE | PC | COMMUNITY SUPPORT SERVICES | $10,000 |
| COMMUNITY HOSPITAL HEALTH FOUNDATION | |||||||
| PO BOX 1328 | MCCOOK | NE | 69001 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE | |||||||
| 232 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $40,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PC | HUMAN HEALTH SERVICES | $5,000 |
| DOMESTIC VIOLENCE SOLUTIONS | |||||||
| PO BOX 3782 | SANTA BARBARA | CA | 93103 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA ST 304 | SANTA BARBARA | CA | 93101 | NONE | PC | DREAMS FOR SERENITY HOUSE | $15,500 |
| EAGLE RIDGE ACADEMY | |||||||
| 3551 SOUTHERN STREET | BRIGHTON | CO | 80601 | NONE | PC | EDUCATION | $2,400 |
| FAMILY SERVICE AGENCY | |||||||
| 123 W GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| FOOD FROM THE HEART | |||||||
| PO BOX 3908 | SANTA BARBARA | CA | 93130 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| FOODBANK OF SANTA BARBARA | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | FAMILY SUPPORT SERVICES | $50,000 |
| FOUNDATION FOR SBCC | |||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | PC | EDUCATION - SBCC PROMISE PROGRAM | $30,000 |
| FOUNDATION FOR SBCCCARE | |||||||
| 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | PC | EDUCATION | $20,000 |
| GIRLS INC | |||||||
| 4973 HOLLISTER AVE | SANTA BARBARA | CA | 93111 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 |
| HABITAT FOR HUMANITY - SB COUNTY | |||||||
| 6860 CORTONA DR A | GOLETA | CA | 93117 | NONE | PC | AFFORDABLE HOME OWNERSHIP | $15,000 |
| HARMONY FOUNDATION INC | |||||||
| 1600 FISH HATCHERY RD | ESTES PARK | CO | 80517 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $24,400 |
| HEARTS & HORSES | |||||||
| 163 N COUNTY RD 29 | LOVELAND | CO | 80537 | NONE | PC | DISABILITY SUPPORT SERVICES | $5,000 |
| HOSPICE OF SANTA BARBARA INC | |||||||
| 520 W JUNIPERO ST | SANTA BARBARA | CA | 93105 | NONE | PC | HUMAN HEALTH SERVICES | $27,000 |
| HOUSE OF NEIGHBORLY SERVICE | |||||||
| 565 N CLEVELAND AVE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $20,000 |
| KIDS PAK | |||||||
| POST OFFICE BOX 2078 | LOVELAND | CO | 80539 | NONE | PC | YOUTH SERVICES | $42,500 |
| LORD OF LIFE LUTHERAN SCHOOL | |||||||
| 12021 NORTHAVEN CIR | THORNTON | CO | 80241 | NONE | PC | EDUCATION | $800 |
| LOS PADRES COUNCIL- BSA | |||||||
| 4000 MODOC RD | SANTA BARBARA | CA | 93110 | NONE | PC | RANCHO ALEGRE OUTDOOR SCHOOL | $50,000 |
| LOVELAND FOOD BANK | |||||||
| 245 S MADISON AVE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $45,000 |
| HABITAT FOR HUMANITY- LOVELAND | |||||||
| 5250 GARFIELD N HWY 287 | LOVELAND | CO | 80538 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| LOVELAND'S COMMUNITY KITCHEN | |||||||
| PO BOX 3033 | LOVELAND | CO | 80539 | NONE | PC | FAMILY SUPPORT SERVICES | $5,000 |
| MEALS ON WHEELS LOVELAND & BERTHOUD | |||||||
| 535 N DOUGLAS AVE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $40,000 |
| NEW BEGINNINGS COUNSELING CENTER | |||||||
| 324 E CARRILLO ST C | SANTA BARBARA | CA | 93101 | NONE | PC | COUNSELNG SERVICES | $20,000 |
| NEW HOUSE | |||||||
| 2434 BATH ST | SANTA BARBARA | CA | 93105 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $20,200 |
| ORGANIC SOUP KITCHEN | |||||||
| 315 MEIGS RD STE A 369 | SANTA BARBARA | CA | 93109 | NONE | PC | COMMUNITY SUPPORT SERVICES | $10,000 |
| PACIFIC PRIDE FOUNDATION | |||||||
| 608 ANACAPA ST | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICES | $10,000 |
| PAGE YOUTH CENTER | |||||||
| 4540 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | EDUCATION | $5,000 |
| PARK SCHOOL DISTRICT RE3 | |||||||
| 1600 MANFORD AVE | ESTES PARK | CO | 80517 | NONE | PC | EDUCATION | $5,400 |
| PARTNERS IN HOUSING SOLUTIONS INC | |||||||
| 210 E CLARK AVE | SANTA MARIA | CA | 93455 | NONE | PC | FAMILY SUPPORT SERVICES | $15,000 |
| POLICE ACTION LEAGUE (PAL) | |||||||
| 222 E ANAPAMU STE 24 | SANTA BARBARA | CA | 93190 | NONE | PC | YOUTH SUPPORT SERVICES | $40,000 |
| PROJECT SELF-SUFFICIENCY | |||||||
| 2001 S SHIELD ST D-203 | FORT COLLINS | CO | 80526 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| PROSPECT RIDGE ACADEMY | |||||||
| 2555 PREBLE CREEK PKWY | BROOMFIELD | CO | 80023 | NONE | PC | EDUCATION | $600 |
| SALVATION ARMY | |||||||
| PO BOX 6190 | SANTA BARBARA | CA | 93160 | NONE | PC | HOMELESS SUPPORT SERVICES | $20,000 |
| SALVATION ARMY OF LOVELAND | |||||||
| 840 N LINCOLN AVE | LOVELAND | CO | 80537 | NONE | PC | HOMELESS SUPPORT SERVICES | $15,000 |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | |||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | PC | EDUCATION - NURSING BACHELORS DEGREE PROGRAM | $90,000 |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL | |||||||
| 1528 CHAPALA ST 203 | SANTA BARBARA | CA | 93101 | NONE | PC | MUSIC AND THE ARTSMIKE'S FIELD TRIP TO THE MOVIES | $10,000 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | |||||||
| 414 EAST COTA ST 1ST FLOOR | SANTA BARBARA | CA | 93101 | NONE | PC | HUMAN HEALTH SERVICES | $60,000 |
| SANTA BARBARA POLICE FOUNDATION | |||||||
| PO BOX 91929 | SANTA BARBARA | CA | 93190 | NONE | PC | COMMUNITY SUPPORT SERVICES | $10,000 |
| SANTA BARBARA PUBLIC LIBRARY FOUNDATION | |||||||
| 40 E ANAPAMU ST | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATION - VAN ON THE GO | $25,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93103 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $20,000 |
| SANTA BARBARA YMCA | |||||||
| 36 HITCHCOCK WAY | SANTA BARBARA | CA | 93105 | NONE | PC | RECREATION AND SPORTS | $10,000 |
| SANTA COPS OF LARIMER COUNTY | |||||||
| 2850 MCCLELLAND DR 1000 | FORT COLLINS | CO | 80525 | NONE | PC | YOUTH SUPPORT SERVICES | $2,500 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | PC | EDUCATION | $35,000 |
| ST MARY'S FOOD BANK | |||||||
| 2831 N 31ST AVE | PHOENIX | AZ | 85009 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| STARGATE SCHOOL | |||||||
| 14530 WASHINGTON ST | THORNTON | CO | 80023 | NONE | PC | EDUCATION | $1,500 |
| STORYTELLER | |||||||
| 2115 STATE ST | SANTA BARBARA | CA | 93105 | NONE | PC | EDUCATION | $10,000 |
| THOMPSON EDUCATION FOUNDATION | |||||||
| 800 S TAFT AVE | LOVELAND | CO | 80537 | NONE | PC | EDUCATION | $15,000 |
| THOMPSON R-2J SCHOOL DISTRICT | |||||||
| 800 S TAFT AVE | LOVELAND | CO | 80537 | NONE | PC | EDUCATION | $15,000 |
| TRANSITION HOUSE | |||||||
| 425 E COTA ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $41,000 |
| UCSB FOUNDATION | |||||||
| 1210 CHEADLE HALL | SANTA BARBARA | CA | 93106 | NONE | PC | GUARDIAN SCHOLARS PROGRAM | $10,000 |
| UNITED BOYS & GIRLS CLUB OF SANTA BARBARA | |||||||
| 5701 HOLLISTER AVE | GOLETA | CA | 93116 | NONE | PC | YOUTH SUPPORT SERVICESCAMP WHITTIER, COLLEGE BOUND PROGRAM | $125,000 |
| UNITED WAY OF SANTA BARBARA | |||||||
| 320 E GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICESFUN IN THE SUN PROGRAM | $30,000 |
| UNITY SHOPPE | |||||||
| 1236 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $55,000 |
| VITAMIN ANGELS | |||||||
| 111 W MICHELTORENA ST 300 | SANTA BARBARA | CA | 93140 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 |
| WELD COUNTY SCHOOL DISTRICT | |||||||
| 14827 WELD COUNTY RD 42 | GILCREST | CO | 80623 | NONE | PC | EDUCATION | $22,559 |
| WOMEN'S ECONOMIC VENTURES | |||||||
| 333 S SALINAS ST | SANTA BARBARA | CA | 93103 | NONE | PC | COMMUNITY SUPPORT SERVICESMARSHA BAILEY FUND | $24,500 |
| YOUNG LIFE | |||||||
| 123 W PADRE ST 3 | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $5,000 |
| YOUTH AND FAMILY SERVICES YMCA | |||||||
| 105 E CARRILLO ST | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,437,859 | 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 | $4,359 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $609,462 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | -$16,500 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $15,601 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $836,926 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,449,848 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,449,848 | 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 | $88,691 | Amt |
| Net Investment Income | $66,518 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,173 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2001-12-20 | $752,332 | $361,855 | SL | 39.000000000000 | $19,291 | $0 |
| LAND | 2001-12-20 | $112,418 | L | $0 | $0 | ||
| FMV IN EXCESS OF BASIS | 2001-12-20 | $60,000 | L | $0 | $0 | ||
| FOUNDATION OFFICE CHAIRS | 2004-02-17 | $3,507 | $3,507 | 200DB | 7.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2004-02-24 | $4,254 | $4,254 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2005-10-27 | $2,353 | $2,287 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2006-04-30 | $1,540 | $1,540 | 200DB | 7.000000000000 | $0 | $0 |
| HP LASER JET P3015 | 2011-01-03 | $795 | $795 | SL | 5.000000000000 | $0 | $0 |
| HP LASER JET P3015 | 2011-06-30 | $630 | $630 | SL | 5.000000000000 | $0 | $0 |
| BUILDING REMODEL | 2012-07-01 | $892,939 | $217,512 | SL | 39.000000000000 | $22,896 | $0 |
| DESK | 2012-01-25 | $10,364 | $10,364 | SL | 5.000000000000 | $0 | $0 |
| BUILDING REMODEL | 2013-07-01 | $30,678 | $6,689 | SL | 39.000000000000 | $787 | $0 |
| REMOVABLE WALL | 2013-07-01 | $19,855 | $11,254 | SL | 15.000000000000 | $1,324 | $0 |
| BUILDING REMODEL | 2015-07-01 | $51,305 | $8,554 | SL | 39.000000000000 | $1,316 | $0 |
| BUILDING | 2001-12-20 | $335,168 | $178,394 | SL | 39.000000000000 | $8,594 | $0 |
| LAND | 2001-12-20 | $50,082 | L | $0 | $0 | ||
| ELECTRICAL RECONFIGURATION | 2014-09-30 | $5,512 | $1,022 | SL | 39.000000000000 | $141 | $0 |
| DELL OFFICE COMPUTER | 2014-12-15 | $2,594 | $2,594 | SL | 5.000000000000 | $0 | $0 |
| COPIER | 2014-06-06 | $1,101 | $1,101 | SL | 5.000000000000 | $0 | $0 |
| KEYLESS LOCKING SYSTEM | 2016-07-12 | $8,334 | $3,058 | SL | 15.000000000000 | $556 | $0 |
| BUILDING REMODEL | 2016-11-09 | $19,546 | $2,589 | SL | 39.000000000000 | $501 | $0 |
| HID ACCESS CONTROL SYSTEM | 2018-04-05 | $10,390 | $2,599 | SL | 15.000000000000 | $693 | $0 |
| CARPET | 2018-03-19 | $2,560 | $1,920 | SL | 5.000000000000 | $512 | $0 |
| MAILBOX | 2018-11-29 | $10,938 | $6,746 | SL | 5.000000000000 | $2,188 | $0 |
| ROOF | 2019-09-17 | $35,443 | $2,045 | SL | 39.000000000000 | $909 | $0 |
| AIR CONDITIONING UNITS | 2019-09-18 | $46,845 | $7,027 | SL | 15.000000000000 | $3,123 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART VII-B, LINE 1A(3): | FORM 990-PF | THE FOUNDATION UTILIZES THE SERVICES OF THE CPA FIRM H&B(FORMERLY DAMITZ,BROOKS, NIGHTINGALE, TURNER & MORRISSET) FOR TAX RETURN AND ACCOUNTING SERVICES; MS. MACAULAY IS A PARTNEROF THE ACCOUNTING FIRM AND A TREASURER OF THE FOUNDATION.FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL ANDCUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY. |
| CALIFORNIA FLOOD DISASTER CA-2023-02 FEMA #3591 | FORM 990-PF PAGE 1 | THE ORGANIZATION RESIDES IN A COVERED DISASTER AREA DESIGNATED BY FEMA DISASTER 3591. ACCORDINGLY, THE ORGANIZATION IS AN AFFECTED TAXPAYER AND HAS BEEN GRANTED FILING AND PAYMENT RELIEF FROM THE ORIGINAL DUE DATE OF MAY 15, 2023. |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $608,290 | $302,243 | $306,047 | $533,451 |
| LAND | $115,700 | $0 | $115,700 | $201,669 |
| REMODEL | $571,369 | $146,612 | $424,757 | $740,366 |
| FURNITURE AND FIXTURES | $40,625 | $20,199 | $20,426 | $20,426 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST #797 | AT COST | $3,020,341 | $3,152,963 |
| NORTHERN TRUST- HEDGE FUNDS | AT COST | $1,000,000 | $1,200,078 |
| NORTHERN TRUST- PRIVATE EQUITY FUND III | AT COST | $100,559 | $277,063 |
| NORTHERN TRUST- PRIVATE EQUITY CORE FUND VI | AT COST | $1,297,730 | $2,802,575 |
| MINERAL INTEREST - WATERFLOOD | AT COST | $9,299 | $10,025 |
| MINERAL INTEREST - ACKMAN | AT COST | $345 | $360 |
| GOLDMAN SACHS #7660 | AT COST | $606,220 | $760,719 |
| GOLDMAN SACHS #8452 | AT COST | $3,437,199 | $4,846,666 |
| GOLDMAN SACHS #8718 | AT COST | $2,554,763 | $2,335,231 |
| GOLDMAN SACHS #8726 | AT COST | $483,591 | $587,903 |
| MONTECITO BANK & TRUST #8459-00 | AT COST | $2,507,977 | $3,178,744 |
| MONTECITO BANK & TRUST #8459-01 | AT COST | $1,453,983 | $1,348,655 |
| GOLDMAN SACHS #9921 | AT COST | $834,933 | $858,425 |
| GOLDMAN SACHS #9939 | AT COST | $582,311 | $642,419 |
| NORTHERN TRUST- COMMODITIES | AT COST | $1,177,562 | $1,415,079 |
| NORTHERN TRUST- REAL ESTATE FUNDS | AT COST | $1,376,523 | $1,303,702 |
| NORTHERN TRUST #783 | AT COST | $352,441 | $386,553 |
| NORTHERN TRUST- PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND IV (OFFSHORE), L | AT COST | $358,500 | $574,110 |
| GOLDMAN SACHS #8452 - PARNASSUS CORE EQUITY | AT COST | $500,000 | $403,024 |
| MFB NORTHERN FDS U.S. QUALITY ESG FUND | AT COST | $540,286 | $464,815 |
| NORTHERN TRUST- WM ALTERNATIVES TPG RISE CLIMATE ONSHORE FEEDER FUND | AT COST | $155,242 | $173,175 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND FIXTURES | $38,584 | $37,723 | $861 | $861 |
| REMODEL | $428,611 | $115,395 | $313,216 | $545,946 |
| BUILDING | $561,498 | $278,995 | $282,503 | $492,412 |
| LAND | $106,800 | $0 | $106,800 | $186,156 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE COMMISSIONS | Desc |
| BOY Book Value | $3,935 | BOYBookValueAmt |
| EOY Book Value | $1,158 | EOYBookValueAmt |
| EOYFMV | $1,158 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $11,478 | $3,974 | $6,483 |
| AUTO EXPENSE | $1,023 | $512 | $512 |
| MISCELLANEOUS INVESTMENT EXPENSES | $6,149 | $6,149 | $0 |
| OFFICE EXPENSE | $5,006 | $2,503 | $2,503 |
| RENTAL EXPENSES | $39,944 | $39,944 | $0 |
| PARTNERSHIP PASSTHROUGH- NON-DEDUCTIBLE EXPENSES | $856 | $0 | $0 |
| PARTNERSHIP UNRELATED BUSINESS INCOME/LOSS | $4,012 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP PASSTHROUGH- ORDINARY INCOME | $12,923 | $12,923 | $12,923 |
| MISCELLANEOUS INCOME | $235 | $235 | $235 |
| PARTNERSHIP PASSTHROUGH- TAX EXEMPT INCOME | $2,443 | $0 | $2,443 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $5,387 | $0 |
| SECURITY DEPOSITS | $3,000 | $3,000 |
| NT WM ALTSS TPG RISE CLIMATE ONSHORE FEEDER - NEGATIVE CAPITAL ACCOUNT | $8,596 | $0 |
| CREDIT CARD PAYABLE | $0 | $1,468 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $306,842 | $306,842 | $0 |
| CONSULTING | $9,912 | $4,581 | $5,331 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $350 | $0 | $350 |
| PAYROLL TAXES | $9,851 | $4,890 | $4,961 |
| REAL ESTATE TAXES | $10,127 | $5,064 | $5,064 |
| FOREIGN TAXES ON INVESTMENT INCOME | $4,800 | $4,800 | $0 |
| MINERAL TAX | $280 | $280 | $0 |
| FEDERAL UBIT | $1,800 | $0 | $0 |
| CALIFORNIA UBIT | $8,822 | $0 | $0 |
| FEDERAL TAX | $19,125 | $0 | $0 |