THE JANET LANGDON HANDTMANN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE JANET LANGDON HANDTMANN FAMILY FOUNDATION (EIN 77-0503593)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202123139349102417
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T17:34:10-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770418724 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C&D LLP CPAS & ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 690 ALAMO PINTADO RD | AddressLine1Txt |
| City | SOLVANG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770503593 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JANET LANGDON HANDTMANN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 8054550301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2813 BASELINE AVENUE | AddressLine1Txt |
| City | SANTA YNEZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93460 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET HANDTMANN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8054550301 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANET | PersonFirstNm |
| Person Last | HANDTMANN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J SGOBBA | PreparerPersonNm |
| PTIN | P01218834 | PTIN |
| Phone | 8056885505 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $981,699 | 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 | $104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,782 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,004 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,482 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $49,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,537 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $771 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,035 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,035 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,059 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,059 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,787 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,478 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $305,725 | CashBOYAmt |
| Cash EOY | $352,854 | CashEOYAmt |
| Cash EOYFMV | $352,854 | CashEOYFMVAmt |
| Corporate Stock BOY | $151,990 | CorporateStockBOYAmt |
| Corporate Stock EOY | $156,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $382,247 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $320,701 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $252,045 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $246,598 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $778,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $761,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $981,699 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $778,416 | RetainedEarningBOYAmt |
| Retained Earning EOY | $761,629 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $778,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $761,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $778,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $761,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $778,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,787 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $761,629 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $761,629 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WILLIAM BLAIR #0038 - ST COVERED (DETAIL AVAILABLE UPON REQUEST) | 2019-10-03 | 2020-07-07 | $2,509 | $2,697 | -$188 | -$188 |
| WILLIAM BLAIR #0038 - LT COVERED (DETAIL AVAILABLE UPON REQUEST) | 2016-01-15 | 2020-07-07 | $82,956 | $61,589 | $21,367 | $21,367 |
| WILLIAM BLAIR #0038 - LT NONCOVERED (DETAIL AVAILABLE UPON REQUEST) | 2010-07-21 | 2020-07-07 | $52,194 | $40,446 | $11,748 | $11,748 |
| WILLIAM BLAIR #0039 - CAPITAL GAIN DISTRIBUTIONS | 2019-12-28 | 2020-12-29 | $61 | $61 | $61 | |
| MERRILL LYNCH #4288 - LT COVERED (DETAIL AVAILABLE UPON REQUEST) | 2014-05-13 | 2020-02-27 | $8 | $8 | $0 | $0 |
| MERRILL LYNCH #4288 - LT NONCOVERED (DETAIL AVAILABLE UPON REQUEST) | 2011-11-18 | 2020-02-27 | $38 | $38 | $0 | $0 |
| MERRILL LYNCH #4288 - CAPITAL GAIN DISTRIBUTIONS | 2019-02-02 | 2020-02-03 | $16 | $16 | $16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,004 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $535 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $546 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CD LLP | IndividualWithBooksNm |
| Phone | 8056885505 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 690 ALAMO PINTADO ROAD | AddressLine1Txt |
| City | SOLVANG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET HANDTMANN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2813 BASELINE AVE | AddressLine1Txt |
| City | SANTA YNEZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $633,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $334,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $968,041 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $968,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,521 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $953,520 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,676 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $535 | TotalTaxAmt |
| Distributable Before Adj | $47,141 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,141 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,141 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $56,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $56,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,141 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,894 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,894 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,106 | 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 | $39,035 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DIRECT RELIEF | ||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $5,000 |
| MUSEUM OF CONTEMPORARY ART SANTA BARBARA | ||||||
| 653 PASEO NUEVO | SANTA BARBARA | CA | 93101 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $5,000 |
| TEDDY BEAR CANCER FOUNDATION | ||||||
| 3892 STATE ST 220 | SANTA BARBARA | CA | 93105 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $5,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | ||||||
| 2253 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $5,000 |
| SANTA YNEZ VALLEY COTTAGE HOSPITAL | ||||||
| 2050 VIBORG ROAD | SOLVANG | CA | 93463 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $5,000 |
| CITY OF HOPE | ||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $3,000 |
| HEARTS THERAPEUTIC EQUESTRIAN CENTER | ||||||
| 4420 CALLE REAL | SANTA BARBARA | CA | 93110 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $2,500 |
| HEIFER PROJECT INTERNATIONAL | ||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $2,500 |
| KIDSPACE CHILDRENS MUSEUM | ||||||
| 480 N ARROYO BLVD | PASADENA | CA | 91103 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $2,500 |
| LAGUNA BLANCA SCHOOL | ||||||
| 4125 PALOMA DR | SANTA BARBARA | CA | 93110 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $2,500 |
| NATIONAL COWGIRL MUSEUM AND HALL OF FAME | ||||||
| 1720 GENDY STREET | FORT WORTH | TX | 76107 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $2,500 |
| PEOPLE HELPING PEOPLE | ||||||
| PO BOX 1478 | SOLVANG | CA | 93464 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $2,500 |
| SANTA YNEZ VALLEY HISTORICAL MUSEUM | ||||||
| 3596 SAGUNTO STREET | SANTA YNEZ | CA | 93460 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $1,500 |
| SANTA BARBARA CARRIAGE & WESTERN ART MUSEUM | ||||||
| 5725 129 CASTILLO STREET | SANTA BARBARA | CA | 93101 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $1,500 |
| THE WILDLING MUSEUM | ||||||
| 1511-B MISSION DR | SOLVANG | CA | 93463 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $1,000 |
| POLYTECHNIC SCHOOL | ||||||
| 1030 E CALIFORNIA BLVD | PASADENA | CA | 91106 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $1,000 |
| CRANE COUNTRY DAY SCHOOL | ||||||
| 1795 SAN LEANDRO LN | SANTA BARBARA | CA | 93108 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $500 |
| MIDLAND SCHOOL | ||||||
| 5100 FIGUEROA MOUNTAIN RD | LOS OLIVOS | CA | 93441 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $500 |
| CHANNEL ISLANDS YMCA | ||||||
| 105 EAST CARRILLO ST | SANTA BARBARA | CA | 93101 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $500 |
| OUR LADY OF MOUNT CARMEL SCHOOL | ||||||
| 530 HOT SPRINGS RD | SANTA BARBARA | CA | 93108 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $5,000 |
| SANTA YNEZ VALLEY THERAPEUTIC | ||||||
| 195 N REFUGIO RD | SANTA YNEZ | CA | 93460 | 501(C)(3) | TO CARRY ON CHARITABLE ORGANIZATION ACTIVITIES | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,000 | 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 | $104 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,429 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,004 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| WILLIAM BLAIR #0039 - EXEMPT INTEREST DIVIDENDS | 14 | $1,244 |
| MERRILL LYNCH #4288 - EXEMPT INTEREST DIVIDENDS | 14 | $238 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,019 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,019 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SALES OF SECURITIES TO GENERATE FUNDS FOR CHARITABLE GIVING. | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILLIAM BLAIR #0038 - GROWTH | $135,143 | $359,162 |
| WILLIAM BLAIR #0039 - INCOME | $21,587 | $23,085 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WILLIAM BLAIR #0039 - INCOME | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $252,045 | BookValueAmt |
| EOYFMV | $246,598 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $9,035 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,035 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| WILLIAM BLAIR #0039 - EXEMPT INTEREST DIVIDENDS | $1,244 | $1,244 |
| MERRILL LYNCH #4288 - EXEMPT INTEREST DIVIDENDS | $238 | $238 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $712 | $0 | $0 |
| STATE TAX/FILING FEES | $35 | $0 | $0 |
| FOREIGN TAXES PAID | $24 | $24 | $0 |