UNDERWOOD FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNDERWOOD FAMILY CHARITABLE FOUNDATION (EIN 77-0456013)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349103356
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T15:25:42-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813893909 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McAvoy Co CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 S La Cumbre Lane Suite 100 | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | 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 | 770456013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Underwood Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNDE | BusinessNameControlTxt |
| Phone | 4085294316 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1670 | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William J Underwood III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Arjun S McAvoy | PreparerPersonNm |
| PTIN | P01289867 | PTIN |
| Phone | 8052696770 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $458,451 | 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 |
| Total Rev And Expnss | $0 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $900 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,705 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $431 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,336 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $489,577 | CashBOYAmt |
| Cash EOY | $458,451 | CashEOYAmt |
| Cash EOYFMV | $458,451 | CashEOYFMVAmt |
| Total Assets BOY | $489,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $458,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $458,451 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $489,577 | RetainedEarningBOYAmt |
| Retained Earning EOY | $458,451 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $489,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $458,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $489,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $458,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $489,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,126 | ExcessRevenueOverExpensesAmt |
| Subtotal | $458,451 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $458,451 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $509,654 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04071 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $472,402 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03122 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $393,505 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01677 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,384 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $408,457 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.17966 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $397,276 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00503 | DistributionYr5Rt |
| Total Distribution | 0.273405 | TotalDistributionRt |
| Average Distribution | 0.054681 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $479,538 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,222 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,222 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,790 | QualifyingDistributionsAmt |
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 | Janet Underwood | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085294316 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1670 | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Janet Underwood | ||||||
| PO Box 1670 | Santa Barbara | CA | 93111 | Executive Dir. | 5.00 | $900 |
| William J Underwood III | ||||||
| PO Box 1670 | Santa Barbara | CA | 93111 | President | 1.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $486,841 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $486,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $486,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $479,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,977 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $23,977 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,977 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,977 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,790 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,790 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $21,790 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,977 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,211 | UndistributedIncomePYAmt |
| Qualifying Distributions | $21,790 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,211 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,579 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $15,398 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YWCA Silicon Valley | |||||||
| 375 S Third Street | San Jose | CA | 95112 | N/A | PC | General Operating Support | $750 |
| Society of North American Goldsmith | |||||||
| PO Box 1355 | Eugene | OR | 97440 | N/A | PC | General Operating Support | $500 |
| Heifer International | |||||||
| 1 World Avenue | Little Rock | AR | 72202 | N/A | PC | General Operating Support | $1,000 |
| Santa Barbara Botanic Garden | |||||||
| 1212 Mission Canyon Road | Santa Barbara | CA | 93105 | N/A | PC | General Operating Support | $1,000 |
| LotusLand | |||||||
| 695 Ashley Road | Santa Barbara | CA | 93108 | N/A | PC | General Operating Support | $1,000 |
| Center for Contemporary Art | |||||||
| 5200 Sonoma Highway | Napa | CA | 94559 | N/A | PC | General Operating Support | $500 |
| KQED | |||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | N/A | PC | General Operating Support | $500 |
| California Film Institute | |||||||
| 1001 Lotens Place 220 | San Rafael | CA | 94901 | N/A | PC | General Operating Support | $1,000 |
| SF Marin Food Bank | |||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | N/A | PC | General Operating Support | $2,000 |
| 10000 Degrees | |||||||
| 1650 Los Gamos Drive 110 | San Rafael | CA | 94903 | N/A | PC | General Operating Support | $1,500 |
| Heal the Ocean | |||||||
| 1430 Chapala St | Santa Barbara | CA | 93101 | N/A | PC | General Operating Support | $1,000 |
| SB Museum of Natural History | |||||||
| 2559 Puesta Del Sol | Santa Barbara | CA | 93105 | N/A | PC | General Operating Support | $1,000 |
| Foodbank SB County | |||||||
| 1525 State St 100 | Santa Barbara | CA | 93101 | N/A | PC | General Operating Support | $2,500 |
| Santa Barbara Maritime Museum | |||||||
| 113 Harbor Way 190 | Santa Barbara | CA | 93109 | N/A | PC | General Operating Support | $1,000 |
| Transition House | |||||||
| 425 E Cota St | Santa Barbara | CA | 93101 | N/A | PC | General Operating Support | $2,500 |
| Organic Soup Kitchen Cancer Recover | |||||||
| 315 Meigs Rd A369 | Santa Barbara | CA | 93109 | N/A | PC | General Operating Support | $1,000 |
| SB Family YMCA | |||||||
| 36 Hitchcock Way | Santa Barbara | CA | 93105 | N/A | PC | General Operating Support | $1,000 |
| WhistleStop | |||||||
| 930 Tamalpais Ave | San Rafael | CA | 94901 | N/A | PC | General Operating Support | $500 |
| San Francisco Maritime National Par | |||||||
| PO Box 470310 | San Francisco | CA | 94147 | N/A | PC | General Operating Support | $500 |
| Semper Fi Foundation | |||||||
| 825 College Blvd 102 PMB 609 | Oceanside | CA | 92057 | N/A | PC | General Operating Support | $1,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,790 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional fees | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Bank fees | $109 |
| PO Box Fees | $268 |
| Supplies | $54 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Attorney General | $75 |
| Franchise Tax Board | $10 |
| Secretary of State | $20 |
| US Treasury | $5,600 |