THE SPIVEY FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE SPIVEY FAMILY FOUNDATION INC (EIN 20-1296242)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-02
- IRS object ID
- 202511839349100756
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-02T07:37:50-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 201296242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Spivey Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SPIV | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC SPIVEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $866,047 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $77 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,704 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,704 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,084 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,053 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $111,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,834 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,283 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,621 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,621 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,621 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,935 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,935 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $64,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,514 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,093 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,235 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,235 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $759,159 | CorporateStockBOYAmt |
| Corporate Stock EOY | $805,575 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $839,812 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $767,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $831,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $866,047 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $767,252 | RetainedEarningBOYAmt |
| Retained Earning EOY | $831,810 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $767,252 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $831,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $767,252 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $831,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $767,252 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $64,558 | ExcessRevenueOverExpensesAmt |
| Subtotal | $831,810 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $831,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $182,084 | GrossSalesPriceAmt |
| Cost Or Other Basis | $97,031 | CostOrOtherBasisAmt |
| Gain Or Loss | $85,053 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $85,053 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,053 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,453 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,453 | SubtotalAmt |
| Tax Based On Investment Income | $1,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $797 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,497 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $44 | OverpaymentAmt |
| Applied To ES Tax | $44 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Austin Spivey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Cynthia Spivey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Eric W Spivey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Sanford Spivey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Sheridan Spivey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $836,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $858,750 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $858,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $845,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,453 | TotalTaxAmt |
| Distributable Before Adj | $40,840 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,840 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,840 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,556 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $39,556 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,008 | UndistributedIncomePYAmt |
| Qualifying Distributions | $39,556 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,008 | AppliedToYear1Amt |
| Applied To Current Year | $548 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $40,292 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Cynthia Spivey | ContributingManagerNm |
| Contributing Manager | Eric W Spivey | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPLES TO ZUCCHINI COOKING SCHOOL | |||||||
| PO BOX 30912 | SANTA BARBARA | CA | 93130 | N/A | PC | General & Unrestricted | $1,500 |
| BELLOSGUARDO FOUNDATION INC | |||||||
| 1407 E CABRILLO BLVD | SANTA BARBARA | CA | 93108 | N/A | POF | General & Unrestricted | $1,000 |
| BOSTON UNIVERSITY | |||||||
| 595 COMMONWEALTH AVE W ENTRANCE | BOSTON | MA | 02215 | N/A | PC | BU Food & Wine | $1,000 |
| CANCER FOUNDATION OF SANTA BARBARA | |||||||
| 601 W JUNIPERO ST | SANTA BARBARA | CA | 93105 | N/A | PC | Acupuncture Program | $1,500 |
| CASA DEL HERRERO | |||||||
| 1387 E VALLEY RD | SANTA BARBARA | CA | 93108 | N/A | PC | General & Unrestricted | $275 |
| CLAY STUDIO | |||||||
| 1351 HOLIDAY HILL RD | GOLETA | CA | 93117 | N/A | PC | General & Unrestricted | $400 |
| CRANE SCHOOL | |||||||
| 1795 SAN LEANDRO LN | SANTA BARBARA | CA | 93108 | N/A | PC | Endowment for Staffulty Support | $1,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | 2024-2025 Annual Fund | $250 |
| EDWARD CHARLES FOUNDATION | |||||||
| 269 S BEVERLY DR STE 338 | BEVERLY HILLS | CA | 90212 | N/A | PC | Julia Child Award Food History Project | $1,000 |
| FOOD TANK THE THINK TANK FOR FOOD | |||||||
| 1915 BANK ST | BALTIMORE | MD | 21231 | N/A | PC | General & Unrestricted | $250 |
| GANNA WALSKA LOTUSLAND | |||||||
| 695 ASHLEY RD | SANTA BARBARA | CA | 93108 | N/A | PC | General & Unrestricted | $500 |
| JACQUES PEPIN FOUNDATION | |||||||
| 56 MIDDLE HWY | BARRINGTON | RI | 02806 | N/A | PC | General & Unrestricted | $500 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $250 |
| OUTWARD BOUND CALIFORNIA | |||||||
| 548 MARKET ST PMB 68876 | SAN FRANCISCO | CA | 94104 | N/A | PC | Charitable Event | $200 |
| PACIFIC VISION FOUNDATION | |||||||
| 711 VAN NESS AVE STE 260 | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $5,000 |
| PROTESTANT EPISCOPAL CHURCH IN THE DIOCESE OF CALI | |||||||
| 1100 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $160 |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | |||||||
| PO BOX 689 PUEBLO AT BATH ST | SANTA BARBARA | CA | 93102 | N/A | PC | General & Unrestricted | $1,000 |
| SANTA BARBARA EDUCATION FOUNDATION | |||||||
| 1528 CHAPALA ST STE 308 | SANTA BARBARA | CA | 93101 | N/A | PC | Mission Scholars | $1,000 |
| SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA ST STE 200 | SANTA BARBARA | CA | 93101 | N/A | PC | Santa Barbara Foundation Caregivers Fund | $500 |
| SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA ST STE 200 | SANTA BARBARA | CA | 93101 | N/A | PC | Julia Child Fund for the Santa Barbara Culinary Experience | $1,000 |
| SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE | |||||||
| PO BOX 1478 | SOLVANG | CA | 93464 | N/A | PC | General & Unrestricted | $250 |
| SAVE NAPA VALLEY FOUNDATION | |||||||
| 282 WHITE COTTAGE RD S | ANGWIN | CA | 94508 | N/A | PC | General & Unrestricted | $1,000 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PC | Charitable Event | $2,400 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PC | Long term funding for Food History Project | $5,000 |
| SOCCER WITHOUT BORDERS | |||||||
| 3700 EASTERN AVE | BALTIMORE | MD | 21224 | N/A | PC | General & Unrestricted | $250 |
| THE DALMATIAN DREAMS FOUNDATION | |||||||
| 1528 CHAPALA ST STE 304 | SANTA BARBARA | CA | 93101 | N/A | PC | Flower Empower Program | $500 |
| THE EDIBLE SCHOOLYARD PROJECT | |||||||
| 1517 SHATTUCK AVE | BERKELEY | CA | 94709 | N/A | PC | General & Unrestricted | $1,000 |
| THE JAMES BEARD FOUNDATION INC | |||||||
| 167 W 12TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 2110 SPEEDWAY STOP B6006 | AUSTIN | TX | 78712 | N/A | GOV | General & Unrestricted | $250 |
| UC REGENTS | |||||||
| 4219 CHEADLE HALL 4TH FL | SANTA BARBARA | CA | 93106 | N/A | PC | General & Unrestricted | $250 |
| UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION | |||||||
| 1 OLYMPIC PLZ | COLORADO SPRINGS | CO | 80909 | N/A | PC | General & Unrestricted | $250 |
| VILOMAH MEMORIAL FOUNDATION | |||||||
| 2747 LAFAYETTE AVE | BENSALEM | PA | 19020 | N/A | PC | The Warrior Women Group | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,935 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $111,834 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,834 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $2,423 | $9,276 |
| BERKSHIRE HATHAWAY INC. CLASS | $8,572 | $22,211 |
| BROOKFIELD CORP ORD SHS CL A | $13,480 | $22,233 |
| BROWN FORMAN CORP CL B | $16,647 | $13,863 |
| CARMAX INC | $16,923 | $17,660 |
| CENCORA INC | $3,018 | $8,088 |
| CNH GLOBAL NV | $11,448 | $10,288 |
| CNX RESOURCES CORP | $2,521 | $9,021 |
| CONSOL ENERGY, INC | $1,675 | $6,721 |
| EBS INCOME & APPRECIATION FUND | $100,469 | $98,979 |
| EBS INCOME FUND | $330,040 | $324,468 |
| ETSY INC | $17,795 | $9,044 |
| FORTIVE CORPORATION | $10,803 | $11,925 |
| GARRETT MOTION INC | $8,880 | $9,906 |
| GENTEX CORPORATION | $11,255 | $10,573 |
| INT'L FLAVORS & FRAGRANCES INC | $16,891 | $18,263 |
| JOHNSON & JOHNSON | $8,773 | $12,293 |
| JOHNSON CONTROLS INTERNATIONAL | $10,517 | $14,602 |
| KENVUE INC | $10,620 | $12,725 |
| KROGER CO | $5,384 | $12,597 |
| LABCORP HLDGS INC (LABORATORY | $11,722 | $16,282 |
| LOCKHEED MARTIN CORP | $9,372 | $11,663 |
| LOEWS CORP | $5,833 | $14,228 |
| MEDTRONIC PLC | $18,428 | $17,254 |
| MICROSOFT CORP | $3,250 | $10,116 |
| PAYPAL HOLDINGS, INC | $13,887 | $19,887 |
| POLARIS INDUSTRIES | $14,791 | $10,775 |
| SCHLUMBERGER LTD | $8,601 | $8,166 |
| VONTIER CORPORATION | $9,372 | $11,306 |
| WALGREENS BOOTS ALLIANCE | $29,306 | $6,652 |
| WALT DISNEY HOLDINGS CO | $17,552 | $18,484 |
| WARNER BROS. DISCOVERY, INC | $31,689 | $14,375 |
| WELLS FARGO & CO | $6,217 | $10,255 |
| ZIMMER BIOMET HOLDINGS | $17,421 | $15,633 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,596 | $8,596 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,283 | Amt |
| Net Investment Income | $7,283 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $400 | |
| Foreign Tax Paid | $37 | $37 |