ZAMICHOW JABS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ZAMICHOW JABS FOUNDATION (EIN 47-7355800)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-02-11
- IRS object ID
- 202130429349100708
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-11T11:55:51-06:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 160765486 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMSDEN & MCCORMICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 477355800 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZAMICHOW JABS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZAMI | BusinessNameControlTxt |
| Phone | 8058459774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4086 CUERVO AVENUE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN R JABS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8058459774 | PhoneNum |
| Signature | 2021-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE J RICOTTA CPA | PreparerPersonNm |
| PTIN | P01417495 | PTIN |
| Phone | 7168563300 | PhoneNum |
| Preparation | 2021-01-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,121,575 | 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 | $177,020 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $77 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,115 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,994 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $191,468 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,186 | 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 |
| Accounting Fees Rev And Expnss | $2,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,312 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,313 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,312 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,373 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,312 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $159,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,874 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,723 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,723 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $670,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $815,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,088,852 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $688,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $847,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,121,575 | 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 | $688,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | $847,858 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $688,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $847,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $688,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $847,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $688,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $159,008 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $847,858 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $847,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 16 SHARES WABTEC CORP | P | 2019-02-26 | 2020-06-05 | $1,028 | $1,183 | -$155 | -$155 |
| 100 SHARES WALT DISNEY COMPANY | P | 2015-12-21 | 2020-11-30 | $14,875 | $2,800 | $12,075 | $12,075 |
| 100 SHARES WALT DISNEY COMPANY | P | 2016-12-19 | 2020-11-30 | $14,874 | $2,800 | $12,074 | $12,074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,994 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,473 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $689,629 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023887 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,860 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $497,828 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.025832 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,523 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $400,912 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041214 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,971 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $194,601 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046099 | DistributionYr4Rt |
| Total Distribution | 0.137032 | TotalDistributionRt |
| Average Distribution | 0.034258 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $824,666 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,251 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $289 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,540 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,148 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $204 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $204 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $85 | 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 | CAROLYN R JABS | IndividualWithBooksNm |
| Phone | 8058459774 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4086 CUERVO DRIVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93110 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID L ZAMICHOW | ||||||||
| 4086 CUERVO AVENUE | SANTA BARBARA | CA | 93110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLYN R JABS | ||||||||
| 4086 CUERVO AVENUE | SANTA BARBARA | CA | 93110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $823,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,806 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $837,224 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $837,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $824,666 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $289 | TotalTaxAmt |
| Distributable Before Adj | $40,944 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,944 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,944 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,148 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,148 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $289 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,859 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,944 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,774 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,148 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,148 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $1,626 | Taxable2Amt |
| Undistributed Income CY | $40,944 | 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) |
|---|---|---|
| Contributing Manager | DAVID L ZAMICHOW | ContributingManagerNm |
| Contributing Manager | CAROLYN R JABS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALM | |||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | N/A | PC | SUPPORT FOR THE PREVENTION & REMEDIATION OF THE EFFECTS OF DOMESTIC VIOLENCE ON CHILDREN | $1,000 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | N/A | PC | EMERGENCY RELIEF ORGANIZATION | $2,000 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | N/A | PC | FOOD DISTRIBUTION PROGRAM | $2,000 |
| FOODBANK OF SANTA BARBARA | |||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | N/A | PC | FOOD DISTRIBUTION PROGRAM | $4,500 |
| GIRLS INC | |||||||
| 531 EAST ORTEGA STREET | SANTA BARBARA | CA | 93103 | N/A | PC | SUPPORT PROGRAMS FOR GIRLS IN SANTA BARBARA | $1,500 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | N/A | PC | HOUSING PROGRAM | $1,000 |
| HABITAT FOR HUMANITY SOUTH SANTA BARBARA | |||||||
| PO BOX 176 | GOLETA | CA | 93116 | N/A | PC | UNRESTRICTED SUPPORT | $1,000 |
| INDEPENDENT JOURNALISM FUND | |||||||
| PO BOX 13370 | SACRAMENTO | CA | 95813 | N/A | PC | SUPPORT INDEPENDENT JOURNALISM | $500 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | N/A | PC | LEGAL SERVICES FOR PEOPLE WHO ARE WRONGLY IMPRISONED | $1,000 |
| KISS THE GROUND | |||||||
| 2236 S BARRINGTON AVE | LOS ANGELES | CA | 90064 | N/A | PC | SUPPORT SUSTAINABLE AGRICULTURE | $500 |
| MID OHIO FOOD BANK | |||||||
| 3960 BROOKHAM DRIVE | GROVE CITY | OH | 43123 | N/A | PC | FOOD DISTRIBUTION PROGRAM | $1,750 |
| NATIONAL BLACK DEAF ADVOCACY | |||||||
| 2028 E BEN WHITE BLVD 240-1982 | AUSTIN | TX | 78741 | N/A | PC | SUPPORT PEOPLE WHO ARE BLACK AND DEAF | $500 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | N/A | PC | SUPPORT NATURAL HABITAT PRESERVATION | $500 |
| OJAI RAPTOR CENTER | |||||||
| PO BOX 182 | OAK VIEW | CA | 93022 | N/A | PC | SUPPORT WILDLIFE CONSERVATION AND REHABILITATION | $500 |
| SANSUM CLINIC | |||||||
| PO BOX 1200 | SANTA BARBARA | CA | 93102 | N/A | PC | SUPPORT HEALTHCARE | $1,500 |
| SANTA BARBARA ZOO | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | N/A | PC | UNRESTRICTED SUPPORT | $1,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| 2253 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | N/A | PC | SCHOLARSHIP FUND | $1,000 |
| SHELTER BOX | |||||||
| PO BOX 5055 | SANTA BARBARA | CA | 93101 | N/A | PC | UNRESTRICTED SUPPORT | $1,000 |
| SJL FOUNDATION | |||||||
| 1482 EAST VALLEY ROAD NO 712 | MONTECITO | CA | 93108 | N/A | PC | SUPPORT SISTER CITIES PROGRAM | $500 |
| UC SANTA BARBARA ARTS & LECTURES | |||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 931065030 | N/A | PC | ARTS & CULTURE PROGRAM | $2,500 |
| WOMEN'S ECONOMIC VENTURES | |||||||
| 333 S SALINAS STREET | SANTA BARBARA | CA | 93103 | N/A | PC | SUPPORT FEMALE ENTREPRENEURS | $1,000 |
| WOMEN'S FUND OF SANTA BARBARA CO SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA STREET SUITE 200 | SANTA BARBARA | CA | 93101 | N/A | PC | SUPPORT PROGRAMS FOR WOMEN AND CHILDREN | $3,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,775 | 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 | $77 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,115 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,448 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,448 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID L ZAMICHOW & CAROLYN R JABS | |||||||
| 1 | 4086 CUERVO AVENUE | SANTA BARBARA | CA | 93110 | $35,640 | Yes (X) | |
| DAVID L ZAMICHOW & CAROLYN R JABS | |||||||
| 2 | 4086 CUERVO AVENUE | SANTA BARBARA | CA | 93110 | $131,380 | Yes (X) | |
| DAVID L ZAMICHOW & CAROLYN R JABS | |||||||
| 3 | 4086 CUERVO AVENUE | SANTA BARBARA | CA | 93110 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 300 SHS THE WALT DISNEY CO. | $35,640 | 2020-07-16 |
| 2 | 1,000 SHS THE WALT DISNEY CO. | $131,380 | 2020-08-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,625 | Amt |
| Net Investment Income | $1,312 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,313 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,600 SHS APPLE INC | $42,834 | $190,480 |
| 5,700 SHS WALT DISNEY CO | $663,658 | $843,657 |
| 3,000 SHS GENERAL ELECTRIC CO | $91,185 | $30,540 |
| 500 SHS INTEL CORP | $17,458 | $24,175 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CA FILING FEES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60 | DisbursementsCharitablePrpsAmt |