JULIA CHILD FOUNDATION FOR GASTRONOMY AND THE CULINARY ARTS: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JULIA CHILD FOUNDATION FOR GASTRONOMY AND THE CULINARY ARTS (EIN 04-3294783)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-26
- IRS object ID
- 202112389349100816
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-26T19:07:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043294783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIA CHILD FOUNDATION FOR GASTRONOMY | BusinessNameLine1Txt |
| Business Name Line2 | AND THE CULINARY ARTS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ERIC W SPIVEY | InCareOfNm |
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 8053081591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1187 COAST VILLAGE ROAD SUITE 556 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC SPIVEY | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8053081591 | PhoneNum |
| Signature | 2021-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | SPIVEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S GOLDSTEIN | PreparerPersonNm |
| PTIN | P01252695 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Preparation | 2021-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,555,145 | 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 |
| Dividends Rev And Expnss | $149,482 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,482 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$76,050 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,960,105 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $233,880 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $214,458 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $307,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $363,940 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $78,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $32,413 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,207 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,206 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,095 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,238 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,857 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,801 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,921 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,880 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,727 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,305 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $102,856 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,143 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85,713 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $301,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130,814 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $151,656 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $550,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130,814 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $399,906 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$242,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $233,126 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17 | CashBOYAmt |
| Cash EOY | $78,943 | CashEOYAmt |
| Cash EOYFMV | $78,943 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $277,114 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $547,545 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $547,545 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,945,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,619,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,319,370 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,364,982 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,100,253 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,609,287 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,337 | OtherAssetsBOYAmt |
| Total Assets BOY | $6,589,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,346,640 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,555,145 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,589,470 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,346,640 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,589,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,346,640 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,589,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,346,640 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,589,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$242,830 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,346,640 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,346,640 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2000-01-01 | 2020-12-31 | $3,945,658 | $4,036,155 | -$90,497 | -$90,497 |
| LONG TERM CAPITAL GAIN DISTRIBUTION | P | 2000-01-01 | 2020-12-31 | $14,447 | $14,447 | $14,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$76,050 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,240 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,240 | SubtotalAmt |
| Tax Based On Investment Income | $3,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,422 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $19,422 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,182 | OverpaymentAmt |
| Applied To ES Tax | $16,182 | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | 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 |
| Website Address | www.juliachildfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC W SPIVEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8053081591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1187 COAST VILLAGE ROAD SUITE 556 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931082737 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| PHILADELPHIA COUSINS | ||||||||
| 501 HESS AVENUE | GOLDEN | CO | 80401 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ERIC W SPIVEY | ||||||||
| 1187 COAST VILLAGE ROAD SUITE 556 | SANTA BARBARA | CA | 93108 | CHAIRMAN | 1.0 | $0 | $0 | $0 |
| TODD SCHULKIN | ||||||||
| 1187 COAST VILLAGE ROAD SUITE 556 | SANTA BARBARA | CA | 93108 | EXECUTIVE DIRECTOR | 20.0 | $78,000 | $0 | $0 |
| ALEX PRUD'HOMME | ||||||||
| 1187 COAST VILLAGE ROAD SUITE 556 | SANTA BARBARA | CA | 93108 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTECITO BANK & TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 COAST VILLAGE ROAD STE E | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $58,801 | CompensationAmt |
| 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 | $6,520,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $499,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $450,189 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,470,077 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,470,077 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,051 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,358,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $367,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $367,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,240 | TotalTaxAmt |
| Distributable Before Adj | $364,661 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $364,661 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $364,661 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $399,906 | 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 | $399,906 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $399,906 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $364,661 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,415 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $399,906 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,415 | AppliedToYear1Amt |
| Applied To Current Year | $336,491 | 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 |
| Undistributed Income CY | $28,170 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMRICAN FRIENDS OF THE OXFORD SYMPOSIUM ON FOOD & | |||||||
| 718 BOARDWAY APT 10A | NEW YORK | NY | 10003 | NONE | PC | IN SUPPORT OF THE DEVELOPMENT AND PROGRAMMING OF A WEBSITE TO HOST A 2020 VIRTUAL SYMPOSIUM | $5,000 |
| BOSTON UNIVERSITY | |||||||
| 1010 COMMONWEALTH AVENUE 5th floor | BOSTON | MA | 02215 | NONE | PC | IN SUPPORT OF THE JULIA CHILD WRITING AWARDS | $10,000 |
| COMMON THREADS | |||||||
| 3811 BEE CAVES ROAD SUITE 108 | AUSTIN | TX | 78746 | NONE | PC | TO SUPPORT THE COVID-19 RELIEF EFFORTS | $10,000 |
| CULINARY HISTORIANS OF NY | |||||||
| 718 BROADWAY STE 10A | NEW YORK | NY | 10003 | NONE | PC | IN SUPPORT OF 2020 SCHOLAR'S GRANT PROGRAM & FIRST COOKBOOK THAT INCORPORATES CULINARY CULTURE AND HISTORY | $12,500 |
| CULINARY INSTITUTE OF AMERICA | |||||||
| 1964 CAMPUS DRIVE | HYDE PARK | NY | 12538 | NONE | PC | IN SUPPORT OF SCHOLARSHIPS FOR THE COLLEGE'S STUDENTS | $15,000 |
| HERITAGE RADIO NETWORK INC | |||||||
| 100 BOGART ST 2ND FLOOR | NEW YORK | NY | 11206 | NONE | PC | TO SUPPORT THE HERITAGE RADIO NETWORK ON THE PRODUCTION COSTS OF COVID-19 COVERAGE AND INTERNSHIP PROGRAM | $10,000 |
| JOHNSON & WALES UNIVERSITY | |||||||
| EIGHT ABBOTT PARK PLACE | PROVIDENCE | RI | 02903 | NONE | PC | TO SUPPORT STUDENTS THROUGH THE JULIA CHILD FOUNDATION SCHOLARSHIP FUND | $5,000 |
| OXFORD AMERICAN LITERARY PROJECT INC | |||||||
| PO BOX 3235 | LITTLE ROCK | AR | 72203 | NONE | PC | IN SUPPORT OF AWARD-WINNING WRITING AND MULTIMEDIA ABOUT FOODSCAPES AND FOOD CULTURE OF THE SOUTH | $20,000 |
| SMITHSONIAN INSTITUTION | |||||||
| 1000 JEFERSON DRIVE SW | WASHINGTON | DC | 20560 | NONE | PC | IN SUPPORT OF THE NATIONAL MUSEUM OF AMERICAN HISTORY & FOOD HISTORY GALA AND WEEKEND | $25,000 |
| JACQUES PEPIN FOUNDATION | |||||||
| PO BOX 28 | BARRINGTON | RI | 02806 | NONE | PC | TO PROVIDE CULINARY SKILLS TRAINING TO UNDER-SERVED POPULATIONS | $1,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | NONE | PC | TO SUPPORT THE CHEFS FOR AMERICA COVID-19 RELIEF EFFORT | $50,000 |
| UNIVERSITY OF NORTH TEXAS | |||||||
| 1155 UNION CIRCLE 310650 | DENTON | TX | 762035017 | NONE | PC | TO FUND THE SECOND YEAR OF A TWO-YEAR JULIA CHILD FOUNDATION FOR GASTROMY AND CULINARY ARTS FELLOWSHIP | $5,000 |
| MOUNT AUBURN HOSPITAL | |||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | IN SUPPORT OF PATRICIA AND HERBERT PRATT FAMILY HEALING GARDEN PROJECT | $1,000 |
| SANTA BARBARA ALLIANCE FOR COMMUNITY TRANSFORMATIO | |||||||
| PO BOX 217 | SANTA BARBARA | CA | 93102 | NONE | PC | IN SUPPORT OF THE COMMUNITY FOOD COLLABORATIVE | $25,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY GARDEN STE 205 | LOS ANGELES | CA | 90089 | NONE | PC | TO SUPPORT THE USC ANNENBERG JOURNALISM SCHOLARSHIP FUND | $3,750 |
| FOOD TANK | |||||||
| 1915 BANK STREET | BALTIMORE | MD | 21231 | NONE | PC | IN SUPPORT OF THE FOOD TANK LIVE EVENTS AND THE FOOD JUSTICE FELLOWSHIP | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $248,250 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,482 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$76,050 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| EXCISE TAX REFUND | 01 | $19,422 |
| ROYALTY INCOME | 15 | $214,005 |
| OTHER INCOME | 01 | $453 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $307,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $307,312 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEILER LLP - TAX PREPARATION | CategoryTxt |
| Amt | $8,095 | Amt |
| Net Investment Income | $3,238 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,857 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | MONTECITO BANK TRUST | ContractorPersonNm |
| Explanation | INVESTMENT MANAGEMENT SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SHS 3M CO | $78,368 | $87,395 |
| 1,200 SHS ABBOTT LABORATORIES | $74,860 | $131,388 |
| 1,300 SHS ABBVIE INC | $114,733 | $139,295 |
| 90 SHS AMAZON.COM | $149,738 | $293,124 |
| 700 SHS AMERICAN WATER WORKS C | $61,893 | $107,429 |
| 2,400 SHS APPLE INC | $189,341 | $318,456 |
| 400 SHS CLOROX COMPANY | $85,566 | $80,768 |
| 300 SHS COSTCO WHOLESALE CORP | $70,597 | $113,034 |
| 500 SHS ELI LILLY & CO | $79,868 | $84,420 |
| 600 SHS JPMORGAN CHASE & CO | $68,217 | $76,242 |
| 500 SHS MICROSOFT CORP | $55,555 | $111,210 |
| 600 SHS NASDAQ INC | $78,324 | $79,644 |
| 800 SHS NIKE INC - CL B | $80,847 | $113,176 |
| 300 SHS NVIDIA CORP | $78,630 | $156,660 |
| 600 SHS PAYPAL HOLDINGS INC | $115,988 | $140,520 |
| 300 SHS THERMO FISHER SCIENTIF | $100,899 | $139,734 |
| 2,500 SHS VERIZON COMMUNICATIO | $136,475 | $146,875 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,200 SHS INVESCO QQQ TRUST | AT COST | $288,592 | $377,162 |
| 2,200 SHS UTILITIES SELECT SEC | AT COST | $124,735 | $137,940 |
| 4,000 SHS ISHARES TR MIN VOL U | AT COST | $219,775 | $271,520 |
| 4,540 SHS ISHARES CORE SP SMAL | AT COST | $382,560 | $417,226 |
| 6,000 SHS VANGUARD INTL DIVIDE | AT COST | $415,174 | $488,340 |
| 1,500 SHS JOHNSON CONTROLS INT | AT COST | $61,101 | $69,885 |
| 800 SHS TRANE TECHNOLOGIES PLC | AT COST | $66,085 | $116,126 |
| 1,900 SHS ISHARES BARCLAYS 7- | AT COST | $193,296 | $227,905 |
| 8,500 SHS ISHARES CORE US AGGR | AT COST | $944,549 | $1,004,615 |
| 8,597 SHS ISHARES CORE US TREA | AT COST | $211,393 | $234,182 |
| 5,500 SHS ISHARES S&P PREF STK | AT COST | $201,119 | $211,805 |
| 2,000 SHS PIMCO ENHANCED SHORT | AT COST | $203,284 | $204,080 |
| 48,668 SHS PIMCO INVESTMENT GR | AT COST | $498,810 | $549,463 |
| 3,300 SHS ISHARES 0-5 YEAR HIG | AT COST | $148,930 | $149,953 |
| 4,843 SHS GUGGENHEIM FDS RISK | AT COST | $140,850 | $149,085 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $32,413 | LegalFeesAmt |
| Net Investment Income | $16,207 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,206 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| JC AWARD | $49,638 | $49,638 | |
| ADMINISTRATIVE EXPENSES | $8,324 | $5,918 | $2,406 |
| OUTSIDE SERVICES | $42,000 | $29,400 | $12,600 |
| BANK CHARGES | $30 | $3 | $27 |
| FILING FEE | $210 | $210 | |
| COPYRIGHT RESEARCH | $1,940 | $1,940 | |
| POSTAGE | $564 | $394 | $170 |
| GRAPHIC DESIGN | $150 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY INCOME | $214,005 | $214,005 |
| EXCISE TAX REFUND | $19,422 | |
| OTHER INCOME | $453 | $453 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MONTECITO BANK & TRUST | $58,801 | $52,921 | $5,880 |
| - INVESTMENT FEE |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $2,305 | $2,305 |
| EXCISE TAX | $19,422 |