JUNE G OUTHWAITE IRRV CHARITABLE TR 010298: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JUNE G OUTHWAITE IRRV CHARITABLE TR 010298 (EIN 77-6154307)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349106549
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:42:37-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 776154307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | June G Outhwaite Charitable Trust | BusinessNameLine1Txt |
| Business Name Line2 | JS Poucher KL Englert & CM Cooney Co-Tr | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNE | BusinessNameControlTxt |
| Phone | 8055600841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1206 Coast Village Circle Suite A | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kent L Englert | PersonNm |
| Person Title | Co-Trustee | PersonTitleTxt |
| Signature | 2020-11-16 | SignatureDt |
| 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 | $19,656,676 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,511 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $553,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $553,745 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $872,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,844,701 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $872,199 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44,897 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44,897 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,478,352 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,478,352 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $283,272 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $141,636 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $141,636 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,151 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,212 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,939 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $93,235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,235 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,682 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,568 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,284 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,284 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $296 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $171 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $125 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,866 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,616 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $458,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $288,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $169,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $713,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $713,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,171,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $288,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $883,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $306,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,189,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $329,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $516,180 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $516,180 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,448,079 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,569,079 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,140,496 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $15,777,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,085,260 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,656,676 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $539 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $539 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,777,938 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,084,721 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,777,938 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,084,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,777,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,085,260 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,777,938 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $306,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $16,084,721 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,084,721 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE STATEMENT MORGAN STANLEY #015706(TRUSTEE) | P | 2010-10-10 | 2019-10-10 | $293,508 | $181,144 | $112,364 | $112,364 |
| SEE STATEMENT MORGAN STANLEY #015712(CGA) | P | 2010-10-10 | 2019-12-31 | $2,200,725 | $1,996,307 | $204,418 | $204,418 |
| SEE STATEMENT MORGAN STANLEY #016543(CLEARING) | P | 2010-10-10 | 2019-12-31 | $100,000 | $76,539 | $23,461 | $23,461 |
| SEE STATEMENT MORGAN STANLEY #201835 (CHARTWELL) | P | 2010-10-10 | 2019-12-31 | $348,927 | $236,708 | $112,219 | $112,219 |
| SEE STATEMENT MORGAN STANLEY #201835 WASH SALE | P | 2010-10-10 | 2019-12-31 | $9 | $9 | $9 | |
| SEE STATEMENT MORGAN STANLEY #016530(WEDGEWOOD) | P | 2010-10-10 | 2019-12-31 | $722,361 | $525,633 | $196,728 | $196,728 |
| SEE STATEMENT MORGAN STANLEY #016546(CONGRESS) | P | 2010-10-10 | 2019-12-31 | $473,397 | $372,330 | $101,067 | $101,067 |
| SEE STATEMENT MORGAN STANLEY #016557(HARDING LOEVNER | P | 2010-10-10 | 2019-12-31 | $496,954 | $480,647 | $16,307 | $16,307 |
| SEE STATEMENT MORGAN STANLEY #016560(CENTRAL COAST) | P | 2010-10-10 | 2019-12-31 | $878,748 | $1,010,995 | -$132,247 | -$132,247 |
| SEE STATEMENT MORGAN STANLEY #016560 WASH SALE | P | 2010-10-10 | 2019-12-31 | $25,124 | $25,124 | $25,124 | |
| SEE STATEMENT MORGAN STANLEY #016579(ZIEGLER) | P | 2019-10-10 | 2019-12-31 | $1,250,777 | $1,092,199 | $158,578 | $158,578 |
| SEE STATEMENT MORGAN STANLEY #016579 WASH SALE | P | 2010-10-10 | 2019-12-31 | $3,445 | $3,445 | $3,445 | |
| MORGAN STANLEY #016712 CAPITAL GAINS CGA | P | 2019-10-10 | 2019-12-31 | $50,726 | $50,726 | $50,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $872,199 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,193,221 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,451,370 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06134 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,267,022 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,320,781 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06558 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $775,479 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,770,027 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04364 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,110,333 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,314,035 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06063 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,002,648 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,205,234 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04962 | DistributionYr5Rt |
| Total Distribution | 0.280812 | TotalDistributionRt |
| Average Distribution | 0.056162 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,886,094 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,060,681 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,899 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,072,580 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $883,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,798 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,798 | SubtotalAmt |
| Tax Based On Investment Income | $23,798 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $28,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $35,920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $40 | EsPenaltyAmt |
| Overpayment | $12,082 | OverpaymentAmt |
| Applied To ES Tax | $12,082 | AppliedToESTaxAmt |
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 | www.outhwaitefoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kent L Englert Co-Trustee | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056958355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1206 Coast Village Circle Suite A | AddressLine1Txt |
| City | SB | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931082710 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kent L Englert | ||||||
| 15 EAST CARRILLO STREET | Santa Barbara | CA | 93101 | Trustee | 11.00 | $94,424 |
| John S Poucher | ||||||
| 15 EAST CARRILLO STREET | Santa Barbara | CA | 93101 | Trustee | 10.00 | $94,424 |
| C Michael Cooney | ||||||
| 15 EAST CARRILLO STREET | Santa Barbara | CA | 93101 | Trustee | 8.00 | $94,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,326,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $846,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,173,699 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $19,173,699 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $287,605 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,886,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $944,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $944,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,798 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,798 | TotalTaxAmt |
| Distributable Before Adj | $920,507 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $920,507 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $920,507 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $883,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $883,100 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $883,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $920,507 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $658,953 | UndistributedIncomePYAmt |
| Qualifying Distributions | $883,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $658,953 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $224,147 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $696,360 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | OUTHWAITE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST CARRILLO ROAD | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8055600841 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE IN WRITING AND INCLUDE:1) MISSION STATEMENT INDICATING DIRECT INVOLVEMENT IN ONE OR MORE OF THE DESIGNATED CATEGORIES.2) THE SPECIFIC PURPOSE TO WHICH THE PROPOSED GRANT WILL BE DEVOTED.3) AN INDICATION OF THE DIRECT BENEFIT TO THE COMMUNITIES THE CHARITY SERVES. 4) EVIDENCE OF QUALIFICATION UNDER CALIFORNIA AND FEDERAL LAW AS A PUBLIC CHARITY BENEFIT CORPORATION IN GOOD STANDING. 5) COPIES OF CURRENT FINANCIAL STATEMENTS.6) LIST OF THE BOARD OF DIRECTORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 31 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | TRUSTEES GIVE CONSIDERATION TO ORGANIZATIONS WHO FUNCTION ---------------------------------------------------------IN THE FOLLOWING AREAS IN SANTA BARBARA COUNTY---------------------------------------------- 1) MEDICAL CARE, SUPPORT AND RESEARCH 2) GENERAL ASSISTANCE TO THE DISABLED, ELDERLY AND CHILDREN 3) SUPPORT TO ABUSED WOMEN AND CHILDREN 4) PREVENTION OF CRUELTY TO ANIMALS 5) PRESERVATION OF WILDLIFE AND NATURAL RESOURCES 6) HISTORIC PRESERVATION 7) SUPPORT OF EDUCATION INSTITUTIONS AND MUSEUMS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CANCER CENTER OF SANTA BARBARA | |||||||
| 601 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | None | PC | BUILDING A NEW CANCER CENTER CAPITAL CAMPAIGN | $50,000 |
| EASY LIFT TRANSPORTATION | |||||||
| 53 CASS PLACE SUITE D | GOLETA | CA | 93117 | None | PC | DIAL-A-RIDE PARATRANSIT SERVICE PROGRAM | $1,000 |
| SANTA BARBARA MARITIME MUSEUM | |||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | None | PC | PRESERVATION & RESTORATION OF SBMM'S FLAGSHIP RANGER YACHT | $10,000 |
| SB TRUST FOR HISTORIC PRESERVATION | |||||||
| 123 EAST CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | None | PC | RESTORATION OF EL PRESIDIO DE SANTA BARBARA SHP | $20,000 |
| CASA SERENA | |||||||
| 1515 BATH STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT FOR WOMEN IN RECOVERY AND THEIR CHILDREN | $5,000 |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATIONS | $20,000 |
| COMMUNITY ENVIRONMENTAL COUNCIL | |||||||
| 26 W ANAPAMU STREET 2ND FLOOR | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 |
| COUNCIL ON ALCOHOLISM AND DRUG ABUS | |||||||
| PO BOX 28 | SANTA BARBARA | CA | 93102 | NONE | PC | DANIEL BRYANT YOUTH AND FAMILY CENTER TREATMENT PROGRAM | $15,000 |
| UNITY SHOPPE INC | |||||||
| 110 WEST SOLA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FOOD DISTRIBUTION FOR LOW-INCOME RESIDENTS OF SB COUNTY | $5,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BAR | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | None | PC | JUNE G. OUTHWAITE SCHOLARSHIP FUND | $15,000 |
| SB EDUCATION FOUNDATION | |||||||
| 1330 STATE ST SUITE 201 | SANTA BARBARA | CA | 93101 | NONE | PC | CORE SUPPORT | $10,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 EAST YANONALI STREET | SANTA BARBARA | CA | 93103 | NONE | PC | 12-MONTH RESIDENTAL STATE-CERTIFIED DRUG & ALCOHOL PROGRAM | $7,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY STREET SUITE 900 | SAN FRANCISCO | CA | 94104 | NONE | PC | TRUST FOR PUBLIC LAND SB CONSERVATION PROGRAM | $12,500 |
| HABITAT FOR HUMANITY OF SOUTH SB CO | |||||||
| 6280 CORTONA DRIVE | GOLETA | CA | 93117 | NONE | PC | NEIGHBORHOOD REVITALIZATION FOR LOW-INCOME, ELDERLY, DISABLED | $5,000 |
| UNITY SHOPPE INC | |||||||
| 110 WEST SOLA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | MISSION OF HOPE CAPITAL CAMPAIGN | $25,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATIONAL OPPORTUNITIES AT THE REAGAN RANCH | $50,000 |
| FAMILY SERVICE AGENCY OF SB | |||||||
| 123 W GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SERVICE AGENCY PROGRAM SUPPORT | $50,000 |
| DOS PUEBLOS ENGINEERING ACADEMY | |||||||
| PO BOX 313 | GOLETA | CA | 93116 | NONE | PC | DOS PUEBLOS INSTITUTE FOR ENGINEERING AND ENTREPRENEURIAL EDUCATION (IE3) | $10,000 |
| YOUNG LIFE OF SANTA BARBARA | |||||||
| 3046 DE LA VINA STREET | SANTA BARBARA | CA | 93105 | NONE | PC | SANTA BARBARA YOUNG LIFE | $10,000 |
| SARAH HOUSE | |||||||
| PO BOX 20031 | SANTA BARBARA | CA | 93120 | NONE | PC | A PATH FORWARD PROGRAM | $8,000 |
| ALEXANDER HOUSE FOUNDATION | |||||||
| PO BOX 23642 | SANTA BARBARA | CA | 93121 | NONE | PC | SPECIAL GRANTS FOR LOW-INCOME SENIORS PROGRAM | $5,000 |
| LAND TRUST FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 91830 | NONE | PC | LAND CONSERVATION FOR SOUTH SANTA BARBARA COUNTY | $12,500 |
| ENVIRONMENTAL DEFENSE CENTER | |||||||
| 906 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SAFE PASSAGE PROGRAM | $10,000 |
| GOLETA VALLEY COTTAGE HOSPITAL FOUN | |||||||
| 351 S PATTERSON AVENUE | SANTA BARBARA | CA | 93111 | NONE | PC | RIDLEY-TREE CENTER FOR WOUND MANAGEMENT | $50,000 |
| SB NEIGHORHOOD CLINICS | |||||||
| 414 E COTA STREET 1ST FLOOR | SANTA BARBARA | CA | 93101 | NONE | PC | BRIDGE CLINIC | $10,000 |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PC | CAMPAIGN FOR DIRECT RELIEF INTERNATIONAL | $50,000 |
| TRANSITION HOUSE | |||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | EMERGENCY SHELTER PROGRAMS FOR HOMELESS FAMILIES | $15,000 |
| HONOR FLIGHT CENTRAL COAST CA INC | |||||||
| PO BOX 1750 | PASO ROBLES | CA | 93447 | NONE | PC | TOUR OF HONOR PROGRAM | $3,000 |
| FUND FOR SANTA BARBARA | |||||||
| 26 W ANAPAMU ST 4TH FLOOR | SANTA BARBARA | CA | 93101 | NONE | PC | SUPPORTING THE NONPROFIT RESOURCE NETWORK (NPRN) | $5,000 |
| CARPINTERIA CHILDREN'S PROJECT | |||||||
| 5201 8TH STREET SUITE 100 | CARPINTERIA | CA | 93013 | NONE | PC | EARLY CHILDHOOD EDUCATION SCHOLARSHIPS | $25,000 |
| AMERICAN RED CROSS | |||||||
| 2707 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | SUPPORT OF EMERGENCY RESPONSE VEHICLE PROJECT | $3,500 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 41117 | SANTA BARBARA | CA | 93140 | NONE | PC | LEADERSHIP DEVELOPMENT THROUGH FCA ON SB HIGH SCHOOL CAMPUSES | $45,000 |
| INTERFAITH INITIATIVE OF SANTA BARB | |||||||
| PO BOX 1135 | GOLETA | CA | 93116 | NONE | PC | SHOWERS OF BLESSING PROGRAM | $12,000 |
| MONTECITO TRAILS FOUNDATION | |||||||
| PO BOX 5481 | SANTA BARBARA | CA | 93150 | NONE | PC | MONTECITO WALKING TRAILS | $10,000 |
| UNITED WAY OF SANTA BARBARA | |||||||
| 320 E GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FUN IN THE SUN PROGRAM | $10,000 |
| CARPINTERIA HIGH SCHOOL BOOSTER CLU | |||||||
| 4810 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PC | STUDENT AID PROGRAM | $20,000 |
| JODI HOUSE INC | |||||||
| 625 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | BRAIN INJURY SUPPORT PROGRAM | $14,000 |
| SANTA BARBARA CITY COLLEGE FOUNDATI | |||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | SUPPORT OF SBCC PROMISE PROGRAM | $25,000 |
| SB COMMUNITY YOUTH PERFORMING ARTS | |||||||
| PO BOX 21046 | SANTA BARBARA | CA | 93121 | NONE | PC | THEATRICAL DIMMER SYSTEM FOR LIGHTING CONTROL | $5,000 |
| LOS PADRES COUNCIL OF BOY SCOUTS OF | |||||||
| 4000 MODOC ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | REBUILDING RANCHO ALEGRE | $35,000 |
| SANTA BARBARA BICYCLE COALITION | |||||||
| PO BOX 92047 | SANTA BARBARA | CA | 93190 | NONE | PC | SAFE BIKE EDUCATION FOR YOUTH | $5,000 |
| SANTA BARBARA EDUCATION FOUNDATION | |||||||
| 7266 ALAMEDA AVENUE | GOLETA | CA | 93117 | NONE | PC | ACADEMY FOR SUCCESS PROGRAM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $713,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,511 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $553,745 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,897 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $872,199 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,478,352 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,478,352 | 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 | 1 | LineNumberTxt |
| Relationship Statement | N/A | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BRITTANY WARNER | $7,498 | $4,874 | $0 | $2,624 |
| MELISSA PETERSEN CPA | $1,500 | $1,500 | $0 | $0 |
| Paulette Liberatore | $23,153 | $20,838 | $0 | $2,315 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS #015706 TRUSTEE DIRECTED | $696,933 | $2,060,010 |
| MS #015712 CGA | $8,476,462 | $9,576,411 |
| MS #016543 CLEARING | $434,937 | $593,667 |
| MS #016530 WEDGEWOOD | ||
| MS #016546 CONGRESS | $635,674 | $905,618 |
| MS #016557 HARDING LOEVNER | $1,629,146 | $2,005,356 |
| MS #016560 CENTRAL COAST | $884,306 | $870,543 |
| MS #016579 ZIEGLER | ||
| MS #016564 UBS TRUMBELL | $2,342,826 | $2,621,704 |
| MS#201835 CHARTWELL | $468,795 | $507,187 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER MAINTENANCE | $240 | $120 | $120 |
| INSURANCE-OFFICE | $500 | $250 | $250 |
| Membership Dues- Foundation Roundtable | $1,250 | $1,250 | |
| MICRO EDGE- | $6,868 | $687 | $6,181 |
| OFFICE EQUIPMENT | $5,338 | $1,601 | $3,737 |
| SUPPLIES | $1,449 | $1,449 | |
| TAX SOFTWARE & COMPUTER | $194 | $194 | |
| TELEPHONE | $1,322 | $132 | $1,190 |
| TORI MORAY | $2,660 | $266 | $2,394 |
| WIRE FEES ASSET TRANSFER | $45 | $45 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $44,897 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $44,897 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING DIFFERENCES | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MORGAN STANLEY #016560(CENTRAL COAST) | $8,013 | $8,013 | $0 | $0 |
| MORGAN STANLEY #015706(TRUSTEE) | $4,683 | $4,683 | $0 | $0 |
| MORGAN STANLEY #015712(CGA) | $20,468 | $20,468 | $0 | $0 |
| MORGAN STANLEY #016530(WEDGEWOOD) | $472 | $472 | $0 | $0 |
| MORGAN STANLEY #016546(CONGRESS) | $5,236 | $5,236 | $0 | $0 |
| MORGAN STANLEY #016557(HARDING LOEVNER) | $13,892 | $13,892 | $0 | $0 |
| MORGAN STANLEY #016564(TRUMBELL) | $6,653 | $6,653 | $0 | $0 |
| MORGAN STANLEY #016579(ZIEGLER) | $5,531 | $5,531 | $0 | $0 |
| MORGAN STANLEY #201835 CHARTWELL | $2,611 | $2,611 | $0 | $0 |
| USB REALTY FEES-TRUMBULL | $25,676 | $25,676 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX #016557(HL) | $6,789 | $6,789 |
| FOREIGN TAX #016560(CC) | $726 | $726 |
| FOREIGN TAX FORM 1099 (CGA) | $2,385 | $2,385 |
| FOREIGN TAX FORM 1099(CC) | $6,782 | $6,782 |