ISCOVICH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ISCOVICH FOUNDATION (EIN 20-2060648)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-22
- IRS object ID
- 202041439349100714
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-22T17:19:36-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202060648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISCOVICH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISCO | BusinessNameControlTxt |
| Phone | 8055691694 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30440 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGEL L ISCOVICH | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8055691694 | PhoneNum |
| Signature | 2020-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW WATSON | PreparerPersonNm |
| PTIN | P00366625 | PTIN |
| Phone | 8056885505 | PhoneNum |
| 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 | $67,810 | 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 | $12,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,040 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,615 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,615 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,655 | 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 |
| Legal Fees Rev And Expnss | $30 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,158 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $146 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $460 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $440 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $586 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $586 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,069 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,634 | CashBOYAmt |
| Cash EOY | $7,123 | CashEOYAmt |
| Cash EOYFMV | $7,123 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,861 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,386 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,386 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $52,839 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,736 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $56,301 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $64,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,810 | 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 | $64,334 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,245 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,334 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,334 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,334 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,089 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $54,245 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MFB NORTHERN FDS FIXED INCOME FD | P | 2019-09-06 | 2019-09-06 | $6 | $6 | $0 | $0 |
| MFC FLEXSHARES TR GLOBAL QUALITY REAL ESTATE INDEX FD | P | 2015-09-28 | 2019-06-24 | $1,609 | $1,331 | $278 | $278 |
| MFB NORTHRN FDS SMALL CAP INDEX FD | P | 2019-07-01 | $3,342 | $2,556 | $786 | $786 | |
| MFB NORTHRN FDS SMALL CAP INDEX FD | P | 2019-07-01 | $366 | $333 | $33 | $33 | |
| MFB NORTHERN FDS FIXED INCOME FD | P | 2019-09-06 | $6,248 | $5,883 | $365 | $365 | |
| CAPITAL GAINS DIVIDENDS | P | $153 | $153 | $153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,615 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $75,369 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.208972 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,848 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $82,011 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.351758 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,813 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $84,662 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.222213 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,936 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $100,495 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.268033 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,625 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $96,962 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.171459 | DistributionYr5Rt |
| Total Distribution | 1.222435 | TotalDistributionRt |
| Average Distribution | 0.244487 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $65,804 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,088 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,119 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,950 | 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 | $31 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $31 | 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 | ANGEL L ISCOVICH | IndividualWithBooksNm |
| Phone | 8055691694 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30440 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ANGEL L ISCOVICH | ||||||||
| PO BOX 30440 | SANTA BARBARA | CA | 93130 | PRESIDENT & CEO | 1.00 | $0 | $0 | $0 |
| LISA A ISCOVICH | ||||||||
| PO BOX 30440 | SANTA BARBARA | CA | 93130 | SECRETARY/CFO | 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 | $63,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,989 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,806 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,804 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31 | TotalTaxAmt |
| Distributable Before Adj | $3,259 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,259 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $31 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,919 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,847 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,039 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,654 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,851 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,073 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,464 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,691 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $105,155 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $11,847 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $93,308 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,039 | ExcessFromYear4Amt |
| Excess From Year3 | $14,654 | ExcessFromYear3Amt |
| Excess From Year2 | $24,851 | ExcessFromYear2Amt |
| Excess From Year1 | $12,073 | ExcessFromYear1Amt |
| Excess From Current Year | $19,691 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANGEL L ISCOVICH | ContributingManagerNm |
| Contributing Manager | LISA A ISCOVICH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DIRECT RELIEF | ||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | PC | PROVIDE MEDICAL ASSISTANCE TO IMPROVE QUALITY OF LIFE FOR PEOPLE VICTIMIZED BY POVERTY, DISASTER, AND CIVIL UNREST AT HOME AND THROUGHOUT THE REST OF THE WORLD. | $10,100 |
| SANTA BARBARA NATURAL HISTORY MUSEUM | ||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | PC | CONTRIBUTION TO SUPPORT THE MISSION OF SANTA BARBARA NATURAL HISTORY MUSEUM: INSPIRING A THIRST FOR DISCOVERY AND A PASSION FOR THE NATURAL WORLD. | $1,000 |
| SANTA YNEZ VALLEY AIRPORT ASSOCIATION | ||||||
| PO BOX 1572 | SANTA YNEZ | CA | 93460 | PC | SPONSORSHIP OF SANTA YNEZ VALLEY AIRPORT DAY. | $500 |
| UNITED BOYS & GIRLS CLUB | ||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | PC | ENABLES ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED IT MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, AND RESPONSIBLE CITIZENS. | $1,000 |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||
| 400 WEST PUEBLO STREET | SANTA BARBARA | CA | 93102 | PC | SPONSORSHIP OF THE 2019 TIARA BALL - AN EVENT THAT RAISES MONEY TO SUPPORT CRITICAL CARE SERVICES IN THE HOSPITAL. | $2,000 |
| SANTA YNEZ VALLEY BOTANIC GARDEN FOUNDATION | ||||||
| 254 EAST HIGHWAY 246 | BUELLTON | CA | 93427 | PC | SUPPORT UNIQUE AND ACCESSIBLE ENVIRONMENT FOR ALL ADULT AND YOUTH. | $100 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | ||||||
| 414 EAST COTA 1ST FLOOR | SANTA BARBARA | CA | 93101 | PC | EXPAND COMMUNITY AWARENESS OF AND INVITE ONGOING FINANCIAL SUPPORT FOR SANTA BARBARA NEIGHBORHOOD CLINICS THAT PROVIDE HIGH QUALITY, COMPREHENSIVE, AFFORDABLE HEALTHCARE TO ALL PEOPLE REGARDLESS OF THEIR ABILITY TO PAY, IN AN ENVIRONMENT THAT FOSTERS RESPECT, COMPASSION AND DIGNITY. | $1,000 |
| UNIVERSITY OF PUGET SOUND | ||||||
| 1500 N WARNER ST 1056 | TACOMA | WA | 98416 | PC | SUPPORT ALL FACETS OF CAMPUS LIFE, SUCH AS FINANCIAL AID FOR STUDENTS, SUPPORT OF FACULTY, AND RESOURCES FOR PROGRAMS. | $1,000 |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | ||||||
| UC SANTA BARBARA | SANTA BARBARA | CA | 93106 | PC | SUPPORT SCHOLAR ATHLETES | $5,250 |
| SANTA YNEZ VALLEY COTTAGE HOSPITAL FOUNDATION | ||||||
| 2050 VIBORG ROAD | SOLVANG | CA | 93463 | PC | SUPPORT THE TELE-STROKE PROGRAM IN THE EMERGENCY DEPARTMENT, WHICH SAVES LIVES BY BRINGING IMMEDIATE NEUROLOGICAL ASSESSMENT TO PATIENTS. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,950 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CALIFORNIA SANTA BARBARA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UC SANTA BARBARA | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT SCHOLAR ATHLETES | GrantOrContributionPurposeTxt |
| Amt | $2,250 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,250 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,040 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,615 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,655 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,655 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANGEL L ISCOVICH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30440 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,158 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHERN FUNDS STK INDEX FD (NOSIX) | $12,384 | $21,973 |
| FLEXSHARES TR GLOBAL QUALITY REAL ESTATE INDEX FD (GQRE) | $3,994 | $4,859 |
| MFB NORTHERN EQUITY INDEX FUNDS INTL EQT INDEX (NOINX) | $13,451 | $15,975 |
| MFB NORTHERN HIGH YIELD FIXED INCOME FUND (NHFIX) | $9,478 | $8,464 |
| MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD (GUNR) | $3,429 | $5,030 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL LEGAL FEES | CategoryTxt |
| Legal Fees | $30 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHERN TRUST AGENCY FEES | $440 | $440 | $0 |
| PUBLIC FILING FEES | $20 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX ON INVESTMENT INCOME | $101 | $101 | $0 |
| FOREIGN TAXES PAID | $45 | $45 | $0 |