CHISPA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHISPA FOUNDATION (EIN 47-4635240)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202001929349101440
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T15:11:34-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832789313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Enrico & Weiss LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1809 Cliff Drive Suite E | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474635240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chispa Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIS | BusinessNameControlTxt |
| Phone | 8056981928 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 Canon Drive | AddressLine1Txt |
| City | Santa Babrara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sheila Cullen | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen M Enrico CPA | PreparerPersonNm |
| PTIN | P00223647 | PTIN |
| Phone | 8059694764 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $2,224,655 | 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 | $756,600 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $895 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $895 | InterestOnSavingsAdjNetIncmAmt |
| Gross Sales Price | $547,235 | GrossSalesPriceAmt |
| Total Rev And Expnss | $757,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $895 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $895 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $407 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $407 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,406 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,406 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $150 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,410 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,410 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $270 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $270 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $416,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $416,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $419,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $416,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $337,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $895 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,010 | CashBOYAmt |
| Cash EOY | $192,599 | CashEOYAmt |
| Cash EOYFMV | $192,599 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,194 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,324 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,324 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,162,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,008,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,008,732 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,204,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,224,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,224,655 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $1,204,004 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $2,224,655 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,204,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,224,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,204,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,224,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,204,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $337,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $536,730 | OtherIncreasesAmt |
| Subtotal | $2,078,586 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,078,586 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 41400 SONOS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2010-01-01 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $547,235 | GrossSalesPriceAmt |
| Cost Or Other Basis | $547,235 | CostOrOtherBasisAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sheila Cullen | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056981928 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 Canon Drive | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Sheila Cullen | ||||||
| 429 Canon Drive | Santa Barbara | CA | 93105 | President | 4.00 | $0 |
| Tom Cullen | ||||||
| 429 Canon Drive | Santa Barbara | CA | 93105 | Treasurer | 4.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,381,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,293 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,454,751 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,454,751 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,821 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,432,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,647 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $71,647 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,647 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,647 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $416,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $416,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $416,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,647 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $54,383 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,383 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $416,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $344,353 | RemainingDistriFromCorpusAmt |
| Total Corpus | $398,736 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $398,736 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $54,383 | ExcessFromYear1Amt |
| Excess From Current Year | $344,353 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| Direct Relief | |||||||
| 6100 Wallace Becknell Road | Santa Barbara | CA | 93117 | NONE | school | Unrestricted Support of Local non-profits in the sector of Care and education | $50,000 |
| VISITING NURSE & HOSPICE CARE | |||||||
| 509 EAST MONTECITO ST SUITE 200 | SANTA BARBARA | CA | 93103 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of Health Care | $10,000 |
| AMNESTY INTERNATIONAL USA | |||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of Care and education | $10,000 |
| PATH | |||||||
| 816 Cacique Street | Santa Barbara | CA | 93103 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of Care and education | $5,000 |
| TRANSISTION HOUSE | |||||||
| 425 East Cota St | Santa Barbara | CA | 93101 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $2,000 |
| New Beginnings | |||||||
| 324 East Carillo St Suite C | Santa Barbara | CA | 93101 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of Care and education | $2,000 |
| Earth Island | |||||||
| 2150 Allston Way Suite 460 | Berkeley | CA | 94704 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $3,000 |
| Adelante Charter School | |||||||
| 1102 E Yanonali Street | Santa Barbara | CA | 93103 | School | School | Unrestricted Support of Local non-profits in the sector of Care and Education | $100,000 |
| World Women Work | |||||||
| 8 Cole Lane | Santa Fe | NM | 87508 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $5,000 |
| Santa Barbara Education Foundation | |||||||
| 1330 State St Suite 201 | Santa Barbara | CA | 93101 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $3,000 |
| Cancer Foundation | |||||||
| 601 W Juniper St | Santa Barbara | CA | 93105 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $10,000 |
| SOMOS AMIGOS | |||||||
| PO BOX 2351 | SARATOGA | CA | 95070 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $15,000 |
| Scholarship Foundation of SB | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $120,000 |
| PLANNED PARENTHOOD | |||||||
| 123 William St 10th Floor | New York | NY | 10038 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $10,000 |
| Santa Barbara Channelkeeper | |||||||
| 714 Bond Ave | Santa Barbara | CA | 93103 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $4,000 |
| Foundation for SB High School | |||||||
| PO BOX 158 | Santa Barbara | CA | 93102 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $5,000 |
| UC Santa Barbara | |||||||
| University of CA SB | Santa Barbara | CA | 93106 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $2,000 |
| Grace Fisher Foundation Fund | |||||||
| 1111 Chapala St Suite 200 | Santa Barbara | CA | 93101 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $2,000 |
| 350org | |||||||
| 20 Jay Street Suite 732 | Brooklyn | NY | 11201 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $2,000 |
| Greenpeace Fund | |||||||
| 702 H Street NW | Washington | DC | 20001 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $2,000 |
| The Land Trust of SB County | |||||||
| PO BOX 91830 | Santa Barbara | CA | 93190 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $5,000 |
| Santa Barbara Maritime Museum | |||||||
| 113 Harbor Way Suite 190 | Santa Barbara | CA | 93109 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $1,000 |
| EarthJustice | |||||||
| 50 California St Suite 500 | San Francisco | CA | 94111 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $3,000 |
| Community Envirnmental Council | |||||||
| 26 W Anapamu St 2nd Floor | Santa Barbara | CA | 93101 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $5,000 |
| Environmental Defense Center | |||||||
| 906 Garden St | Santa Barbara | CA | 93101 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $2,000 |
| Unitarian Universalist Service Committee | |||||||
| 689 Massachusetts Ave | Cambridge | MA | 02139 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $5,000 |
| American Friends Service Committee | |||||||
| 1501 Cherry St | Philadelphia | PA | 19102 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $5,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce St | Montgomery | AL | 36104 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $10,000 |
| Partners in Health | |||||||
| 800 Boylston St Suite 300 | Boston | MA | 02199 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $3,000 |
| Storyteller Childrens Center | |||||||
| 2115 State Street | Santa Barbara | CA | 93105 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $5,000 |
| Ocean Conservancy | |||||||
| 1300 19th Street NW 8th Floor | Washington | DC | 20036 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $5,000 |
| ShelterBox USA | |||||||
| 101 Innovation Place | Santa Barbara | CA | 93108 | NONE | EOF | Unrestricted Support of Local non-profits in the sector of care and education | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $416,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $895 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $895 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $895 | 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 | 13 | LineNumberTxt |
| Relationship Statement | All Income is used to support local, national, and international o-profits in the sectors of education, health, social justice, and the environment. The selection process involves careful study of each entity and includes research and/or direct involvement with beneficiary organizations. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Tom and Sheila Cullen | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 Canon Drive | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $756,600 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 40,000 SHARES OF SONOS CLOSE @ 15.01 PER SHARE10,000 SHARES OF SONOS CLOSE @ 15.62 PER SHARE | NoncashPropertyDesc |
| Fair Market Value | $756,600 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,406 | Amt |
| Net Investment Income | $1,406 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $407 | LegalFeesAmt |
| Net Investment Income | $407 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | bank charge | Desc |
| Revenue And Expenses Per Books | $270 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $270 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss on investments | Desc |
| Amt | $536,730 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |