VOLENTINE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VOLENTINE FAMILY FOUNDATION (EIN 77-0203235)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202503149349103410
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T18:13:41-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 950858589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINSON & BLOODGOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770203235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOLENTINE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOLE | BusinessNameControlTxt |
| Phone | 8059625719 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST CARRILLO STREET STE B | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDETTE SABIRON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8059625719 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,821,689 | 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 | $13,632 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,632 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $612,886 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $612,886 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $58,088 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $58,088 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$11,943 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,055,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,143,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,055,780 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,902 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,803 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,773,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,742,189 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $217,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $128,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $14,721 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,721 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,794 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $38,356 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,438 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $288,019 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $286,844 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,175 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6,858 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,858 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,976 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,495 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $60,419 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $46,820 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $19,240 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,620 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,620 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,924 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,962 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,962 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65,618 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,678 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $830,223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $567,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $184,868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,280,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,280,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,110,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $567,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,464,868 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $663,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,174,914 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $142,594 | CashBOYAmt |
| Cash EOY | $243,881 | CashEOYAmt |
| Cash EOYFMV | $243,881 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $349,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,938,486 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,938,486 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,327,650 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $536,027 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $824,555 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $791,623 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,483,878 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $21,438,807 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,469,987 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,923,822 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,143,833 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $487,534 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $683,492 | LandBOYAmt |
| Land EOY | $656,299 | LandEOYAmt |
| Land EOYFMV | $1,230,137 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,485 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,485 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,438,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,101,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,821,689 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,817 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,010 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,817 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,010 | 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 | $23,429,686 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,092,751 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,429,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,092,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,438,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,101,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,429,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $663,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,092,751 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,092,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS # 7660 - HARDING (DETAIL UPON REQUEST) | 2023-01-01 | 2024-12-31 | $289,365 | $236,309 | $53,056 | $53,056 | |
| GOLDMAN SACHS #8452 - EQUITIES & FIXED INCOME (DETAIL UPON REQUEST) | 2023-01-01 | 2024-12-31 | $290,228 | $216,910 | $73,318 | $73,318 | |
| GOLDMAN SACHS #8718 - CORPORATE FIXED INCOME (DETAIL UPON REQUEST) | 2023-01-01 | 2024-12-31 | $250,886 | $260,083 | -$9,197 | -$9,197 | |
| GOLDMAN SACHS #8726 (DETAIL UPON REQUEST) | 2023-01-01 | 2024-12-31 | $675,065 | $531,813 | $143,252 | $143,252 | |
| GOLDMAN SACHS #9921 (DETAIL UPON REQUEST) | 2023-01-01 | 2024-12-31 | $815,960 | $738,090 | $77,870 | $77,870 | |
| GOLDMAN SACHS #9939 (DETAIL UPON REQUEST) | 2023-01-01 | 2024-12-31 | $80,839 | $80,611 | $228 | $228 | |
| GOLDMAN SACHS #7347 (DETAIL UPON REQUEST) | 2023-01-01 | 2024-12-31 | $585,511 | $473,767 | $111,744 | $111,744 | |
| MONTECITO BANK & TRUST #8459-00 (DETAIL UPON REQUEST) | 2023-01-01 | 2024-12-31 | $533,232 | $292,785 | $240,447 | $240,447 | |
| MONTECITO BANK & TRUST #8459-01 (DETAIL UPON REQUEST) | 2023-01-01 | 2024-12-31 | $272,843 | $271,384 | $1,459 | $1,459 | |
| NORTHERN TRUST #94797 (DETAIL UPON REQUEST) | 2023-01-01 | 2024-12-31 | $1,733,244 | $1,232,805 | $500,439 | $500,439 | |
| NORTHERN TRUST #96747 (DETAIL UPON REQUEST) | 2023-01-01 | 2024-12-31 | $1,604,560 | $1,403,940 | $200,620 | $200,620 | |
| NORTHERN TRUST #6783 (DETAIL UPON REQUEST) | 2023-01-01 | 2024-12-31 | $469,406 | $348,972 | $120,434 | $120,434 | |
| NT PRIVATE EQUITY PARTNERSHIP | 2023-01-01 | 2024-12-31 | $459,705 | $459,705 | $459,705 | ||
| CAPITAL GAINS DIVIDENDS | $82,405 | $82,405 | $82,405 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,055,780 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,231 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,231 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,957 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,957 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,726 | OverpaymentAmt |
| Applied To ES Tax | $11,726 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | VOLENTINE.ORG | WebsiteAddressTxt |
| Individual With Books | CLAUDETTE SABIRON | IndividualWithBooksNm |
| Phone | 8059625719 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST CARRILLO STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY K POPENHAGEN | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | PRESIDENT | 11.00 | $80,000 | $0 | $8,545 |
| DIANE K HAYES | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 1.00 | $32,000 | $1,053 | $1,540 |
| CLAUDETTE SABIRON | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | SECRETARY | 30.00 | $65,000 | $5,419 | $0 |
| CATHERINE MACAULAY | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | TREASURER | 1.00 | $20,000 | $0 | $0 |
| RICHARD A NIGHTINGALE | ||||||||
| 19 W CARRILLO STREET | SANTA BARBARA | CA | 93101 | CHIEF FINANCIAL OFFICER | 1.00 | $20,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST | |||||
| 1485 EAST VALLEY RD STE 7 | SANTA BARBARA | CA | 93108 | INVESTMENT ADVISORY | $83,226 |
| GOLDMAN SACHS & CO LLC | |||||
| 2121 AVENUE OF THE STARS STE 2600 | LOS ANGELES | CA | 90067 | INVESTMENT ADVISORY | $72,758 |
| MONTECITO BANK & TRUST | |||||
| 1106 COAST VILLAGE RD STE E | SANTA BARBARA | CA | 93108 | INVESTMENT ADVISORY | $57,141 |
| HUTCHINSON & BLOODGOOD LLP | |||||
| PO BOX 518 | EL CENTRO | CA | 92244 | ACCOUNTING AND TAX SERVICES | $54,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $24,777,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,234,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,647,439 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,659,126 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,659,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $474,887 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,184,239 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,559,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,559,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,231 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $597 | IncomeTaxAmt |
| Total Tax | $30,828 | TotalTaxAmt |
| Distributable Before Adj | $1,528,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,528,384 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,528,384 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,464,868 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,464,868 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,528,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,463,712 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,464,868 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,463,712 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,156 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,527,228 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VOLENTINE FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 W CARRILLO STREET STE B | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8059625719 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE FOR REQUIREMENTS AND SUBMISSION OF INITIAL INQUIRY AND DETERMINATION OF QUALIFICATION TO SUBMIT, IF APPROVED, A GRANT APPLICATION AND APPLICABLE SUPPORTING DOCUMENTATION WILL BE REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 20 | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS IN OUR AREAS OF INTEREST ARE LIMITED TO ORGANIZATIONS OPERATING IN THE FOLLOWING GEOGRAPHICAL AREAS: SANTA BARBARA, CA, AND LOVELAND, CO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGUA FRIA FOOD AND CLOTHING BANK | ||||||||
| 405 E HARRISON DRIVE | AVONDALE | AZ | 85323 | NONE | PC | FAMILY SUPPORT SERVICES | $7,500 | |
| ANGELS FOSTER CARE OF SANTA BARBARA | ||||||||
| 3905 STATE STREET STE 7-115 | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 | |
| ASSISTANCE LEAGUE | ||||||||
| 1249 VERONICA SPRINGS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 | |
| BOYS & GIRLS CLUB OF LARIMER COUNTY | ||||||||
| 103 SMOKEY STREET | FORT COLLINS | CO | 80525 | NONE | PC | YOUTH SUPPORT SERVICES | $20,000 | |
| CANCER CENTER OF SANTA BARBARA | ||||||||
| 300 W PUEBLO STREET | SANTA BARBARA | CA | 93105 | NONE | PC | HUMAN HEALTH SERVICESTHE JULIE MAIN ENDOWMENT FUND | $2,000 | |
| CASA OF LARIMER COUNTY | ||||||||
| 3105 E HARMONY ROAD | FORT COLLINS | CO | 80528 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $15,000 | |
| CASA OF SANTA BARBARA COUNTY | ||||||||
| 118 E FIGUEROA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $15,000 | |
| CASA SERENA | ||||||||
| 1515 BATH STREET | SANTA BARBARA | CA | 93101 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $35,000 | |
| CHILD ABUSE LISTENING MEDIATION | ||||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | CHILD ABUSE TREATMENT AND PREVENTION | $15,000 | |
| CITY OF GOODYEAR | ||||||||
| 190 N LITCHFIELD ROAD | GOODYEAR | AZ | 85338 | NONE | PC | SHOP WITH A COPPCPBC TOY DRIVE | $10,000 | |
| COMMUNITY KITCHEN | ||||||||
| 816 CACIQUE STREET | SANTA BARBARA | CA | 93103 | NONE | PC | COMMUNITY SUPPORT SERVICES | $7,500 | |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE | ||||||||
| 232 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $25,000 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PC | HURRICANE RELIEF FUND | $10,000 | |
| DOMESTIC VIOLENCE SOLUTIONS | ||||||||
| 411 E CANON PERDIDO STREET STE 12 | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $20,000 | |
| DREAM FOUNDATION | ||||||||
| 1528 CHAPALA STREET 304 | SANTA BARBARA | CA | 93101 | NONE | PC | FLOWER EMPOWERFAMILY SUPPORT SERVICES | $18,000 | |
| ELEVATIONS FOUNDATION (DBA LOCAL CHANGE FOUNDATION) | ||||||||
| PO BOX 9004 | BOULDER | CO | 80301 | NONE | PC | COMMUNITY SUPPORT SERVICES | $20,000 | |
| FAMILY SERVICE AGENCY | ||||||||
| 123 W GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $15,000 | |
| FOLDS OF HONOR FOUNDATION | ||||||||
| 9500 N 129TH E AVENUE STE 235 | OWASSO | OK | 74055 | NONE | PC | FAMILY SUPPORT SERVICES | $10,000 | |
| FOOD FROM THE HEART | ||||||||
| PO BOX 3908 | SANTA BARBARA | CA | 93130 | NONE | PC | FAMILY SUPPORT SERVICES | $30,000 | |
| FOODBANK OF SANTA BARBARA | ||||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | FAMILY SUPPORT SERVICES | $30,000 | |
| FOUNDATION FOR SBCCPROMISE | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | SANTA BARBARA CITY COLLEGE PROMISE PROGRAM | $15,000 | |
| FOUNDATION FOR SBCCCARE | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | EDUCATION | $20,000 | |
| GIRLS INC OF GREATER SANTA BARBARA | ||||||||
| PO BOX 236 | SANTA BARBARA | CA | 93102 | NONE | PC | YOUTH SUPPORT SERVICES | $10,000 | |
| HABITAT FOR HUMANITY - SANTA BARBARA COUNTY | ||||||||
| PO BOX 176 | GOLETA | CA | 93116 | NONE | PC | FAMILY SUPPORT SERVICES | $30,000 | |
| HABITAT FOR HUMANITY - LOVELAND | ||||||||
| 5250 GARFIELD N HIGHWAY 287 | LOVELAND | CO | 80538 | NONE | PC | FAMILY SUPPORT SERVICES | $15,000 | |
| HARMONY FOUNDATION INC | ||||||||
| 1600 FISH HATCHERY ROAD | ESTES PARK | CO | 80517 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $15,000 | |
| HEARTS & HORSES | ||||||||
| 163 N COUNTY ROAD 29 | LOVELAND | CO | 80537 | NONE | PC | DISABILITY SUPPORT SERVICES | $5,000 | |
| HOSPICE OF SANTA BARBARA INC | ||||||||
| 2050 ALAMEDA PADRE SERRA STE 100 | SANTA BARBARA | CA | 931031704 | NONE | PC | HUMAN HEALTH SERVICES | $15,000 | |
| HOUSE OF NEIGHBORLY SERVICE | ||||||||
| 565 N CLEVELAND AVENUE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $20,000 | |
| KIDS PAK | ||||||||
| PO BOX 2078 | LOVELAND | CO | 80539 | NONE | PC | YOUTH SERVICES | $25,000 | |
| LOVELAND FOOD BANK | ||||||||
| 5706 WRIGHT DRIVE | LOVELAND | CO | 80538 | NONE | PC | FAMILY SUPPORT SERVICES | $30,000 | |
| MEALS ON WHEELS SANTA BARBARA | ||||||||
| PO BOX 6099 | SANTA BARBARA | CA | 931606099 | NONE | PC | FAMILY SUPPORT SERVICES | $25,000 | |
| MEALS ON WHEELS LOVELAND & BERTHOUD | ||||||||
| 535 N DOUGLAS AVENUE | LOVELAND | CO | 80537 | NONE | PC | FAMILY SUPPORT SERVICES | $25,000 | |
| MOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION | ||||||||
| 125 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUNDS | $10,000 | |
| NEW BEGINNINGS COUNSELING CENTER | ||||||||
| 324 E CARRILLO STREET C | SANTA BARBARA | CA | 93101 | NONE | PC | COUNSELNG SERVICES | $20,000 | |
| NEW HOUSE | ||||||||
| 2434 BATH STREET | SANTA BARBARA | CA | 93105 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $25,000 | |
| ORGANIC SOUP KITCHEN | ||||||||
| 315 MEIGS ROAD STE A 369 | SANTA BARBARA | CA | 93109 | NONE | PC | COMMUNITY SUPPORT SERVICES | $10,000 | |
| PACIFIC PRIDE FOUNDATION | ||||||||
| 608 ANACAPA STREET STE A | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICES | $15,000 | |
| PARTNERS IN HOUSING SOLUTIONS INC | ||||||||
| 210 E CLARK AVENUE | SANTA MARIA | CA | 93455 | NONE | PC | FAMILY SUPPORT SERVICES | $15,000 | |
| POLICE ACTION LEAGUE (PAL) | ||||||||
| 222 E ANAPAMU STE 24 | SANTA BARBARA | CA | 93190 | NONE | PC | YOUTH SUPPORT SERVICESGOLD SPONSORSHIP | $30,000 | |
| PROJECT SELF-SUFFICIENCY | ||||||||
| 375 W 37TH STREET 150 | LOVELAND | CO | 80538 | NONE | PC | FAMILY SUPPORT SERVICES | $20,000 | |
| SALVATION ARMY OF LOVELAND | ||||||||
| 840 N LINCOLN AVENUE | LOVELAND | CO | 80537 | NONE | PC | HOMELESS SUPPORT SERVICES | $15,000 | |
| SALVATION ARMY SANTA BARBARA | ||||||||
| 4849 HOLLISTER AVENUE | SANTA BARBARA | CA | 93111 | NONE | PC | HOMELESS SUPPORT SERVICES | $28,500 | |
| SANTA BARBARA ATHLETIC ROUND TABLE | ||||||||
| PO BOX 3813 | SANTA BARBARA | CA | 93130 | NONE | PC | SPONSOR 2024-2025 LUNCHEON | $5,000 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | PC | EDUCATIONNURSING BACHELORS DEGREE PROGRAM | $42,000 | |
| SANTA BARBARA FOUNDATION | ||||||||
| 1111 CHAPALA STREET 200 | SANTA BARBARA | CA | 93101 | NONE | PC | SAFETY AND SHELTER PROGRAM | $60,000 | |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL | ||||||||
| 1528 CHAPALA STREET 203 | SANTA BARBARA | CA | 93101 | NONE | PC | MUSIC AND THE ARTSMIKE'S FIELD TRIP TO THE MOVIES | $5,000 | |
| SANTA BARBARA NEIGHBORHOOD CLINICS | ||||||||
| 414 EAST COTA STREET 1ST FLOOR | SANTA BARBARA | CA | 93101 | NONE | PC | HUMAN HEALTH SERVICES | $30,000 | |
| SANTA BARBARA POLICE FOUNDATION | ||||||||
| PO BOX 91929 | SANTA BARBARA | CA | 93190 | NONE | PC | COMMUNITY SUPPORT SERVICES | $10,000 | |
| SANTA BARBARA PUBLIC LIBRARY FOUNDATION | ||||||||
| PO BOX 92137 | SANTA BARBARA | CA | 93190 | NONE | PC | EDUCATION | $10,000 | |
| SANTA BARBARA RESCUE MISSION | ||||||||
| 535 E YANONALI STREET | SANTA BARBARA | CA | 93103 | NONE | PC | ALCOHOL AND DRUG RECOVERY SERVICES | $20,000 | |
| SANTA BARBARA YMCA | ||||||||
| 36 HITCHCOCK WAY | SANTA BARBARA | CA | 93105 | NONE | PC | RECREATION AND SPORTSSUMMER CAMP | $5,000 | |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | ||||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | PC | EDUCATION | $15,000 | |
| ST MARY'S FOOD BANK | ||||||||
| 2831 N 31ST AVENUE | PHOENIX | AZ | 85009 | NONE | PC | FAMILY SUPPORT SERVICESWEST VALLEY SERVICE'S | $19,000 | |
| STORYTELLER | ||||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | EDUCATION | $20,000 | |
| THOMPSON EDUCATION FOUNDATION | ||||||||
| 800 S TAFT AVENUE | LOVELAND | CO | 80537 | NONE | PC | EDUCATIONTEF SCHOLARSHIPS | $40,000 | |
| TRANSITION HOUSE | ||||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $35,000 | |
| UCSB FOUNDATION | ||||||||
| 1210 CHEADLE HALL | SANTA BARBARA | CA | 93106 | NONE | PC | GUARDIAN SCHOLARS PROGRAM | $10,000 | |
| UNITED BOYS & GIRLS CLUB OF SANTA BARBARA | ||||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | PC | YOUTH SUPPORT SERVICES | $30,000 | |
| UNITED WAY OF SANTA BARBARA | ||||||||
| 320 E GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICESFUN IN THE SUN PROGRAM | $25,000 | |
| UNITY SHOPPE INC | ||||||||
| 1401 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SUPPORT SERVICES | $55,000 | |
| VITAMIN ANGELS | ||||||||
| 6500 HOLLISTER AVENUE STE 130 | GOLETA | CA | 93117 | NONE | PC | HUMAN HEALTH SERVICES | $10,000 | |
| WOMEN'S ECONOMIC VENTURES | ||||||||
| 21 EAST CANON PERDIDO STREET STE | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY SUPPORT SERVICES | $23,500 | 301 |
| YOUNG LIFE | ||||||||
| 123 W PADRE STREET 3 | SANTA BARBARA | CA | 93105 | NONE | PC | YOUTH SUPPORT SERVICES | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 200065310 | NONE | PC | HURRICANE RELIEF FUND | $10,000 | |
| ARIZONA DESERT ELEMENTARY SCHOOL | ||||||||
| 8803 W VAN BUREN STREET | TOLLESON | AZ | 83353 | NONE | PC | EDUCATION | $1,000 | |
| FRIENDSHIP ADULT DAY CARE | ||||||||
| 89 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | NONE | PC | HUMAN HEALTH SERVICES | $5,000 | |
| LITTLE STAR PONY FOUNDATION | ||||||||
| 1036 ARBOLADO ROAD | SANTA BARBARA | CA | 93103 | NONE | PC | PONY VISIT FOR SPECIAL CHILDEN AND SENIORS IN NEED | $1,000 | |
| THE MATTHEWS HOUSE | ||||||||
| 415 MASON COURT 1 | FORT COLLINS | CO | 80524 | NONE | PC | COMMUNITY SUPPORT SERVICES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,280,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,632 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $612,886 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | -$11,943 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $31,099 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,055,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $31,099 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,672,158 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,703,257 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $54,794 | Amt |
| Net Investment Income | $38,356 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,438 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2001-12-20 | $752,332 | $400,437 | SL | 39.000000000000 | $19,291 | $0 |
| LAND | 2001-12-20 | $112,418 | L | $0 | $0 | ||
| FMV IN EXCESS OF BASIS | 2001-12-20 | $60,000 | L | $0 | $0 | ||
| FOUNDATION OFFICE CHAIRS | 2004-02-17 | $3,507 | $3,507 | 200DB | 7.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2004-02-24 | $4,254 | $4,254 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2005-10-27 | $2,353 | $2,287 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2006-04-30 | $1,540 | $1,540 | 200DB | 7.000000000000 | $0 | $0 |
| HP LASER JET P3015 | 2011-01-03 | $795 | $795 | SL | 5.000000000000 | $0 | $0 |
| HP LASER JET P3015 | 2011-06-30 | $630 | $630 | SL | 5.000000000000 | $0 | $0 |
| BUILDING REMODEL | 2012-07-01 | $892,939 | $263,304 | SL | 39.000000000000 | $22,896 | $0 |
| DESK | 2012-01-25 | $10,364 | $10,364 | SL | 5.000000000000 | $0 | $0 |
| BUILDING REMODEL | 2013-07-01 | $30,678 | $8,263 | SL | 39.000000000000 | $787 | $0 |
| REMOVABLE WALL | 2013-07-01 | $19,855 | $13,902 | SL | 15.000000000000 | $1,324 | $0 |
| BUILDING REMODEL | 2015-07-01 | $51,305 | $11,186 | SL | 39.000000000000 | $1,316 | $0 |
| BUILDING | 2001-12-20 | $335,168 | $195,582 | SL | 39.000000000000 | $8,594 | $0 |
| LAND | 2001-12-20 | $50,082 | L | $0 | $0 | ||
| ELECTRICAL RECONFIGURATION | 2014-09-30 | $5,512 | $1,304 | SL | 39.000000000000 | $141 | $0 |
| DELL OFFICE COMPUTER | 2014-12-15 | $2,594 | $2,594 | SL | 5.000000000000 | $0 | $0 |
| COPIER | 2014-06-06 | $1,101 | $1,101 | SL | 5.000000000000 | $0 | $0 |
| KEYLESS LOCKING SYSTEM | 2016-07-12 | $8,334 | $4,170 | SL | 15.000000000000 | $556 | $0 |
| BUILDING REMODEL | 2016-11-09 | $19,546 | $3,591 | SL | 39.000000000000 | $501 | $0 |
| HID ACCESS CONTROL SYSTEM | 2018-04-05 | $10,390 | $3,985 | SL | 15.000000000000 | $693 | $0 |
| CARPET | 2018-03-19 | $2,560 | $2,560 | SL | 5.000000000000 | $0 | $0 |
| MAILBOX | 2018-11-29 | $10,938 | $10,938 | SL | 5.000000000000 | $0 | $0 |
| ROOF | 2019-09-17 | $35,443 | $3,863 | SL | 39.000000000000 | $909 | $0 |
| AIR CONDITIONING UNITS | 2019-09-18 | $46,845 | $13,273 | SL | 15.000000000000 | $3,123 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART VII-B, LINE 1A(3): | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION UTILIZES THE SERVICES OF THE CPA FIRM H&B FOR TAX RETURN AND ACCOUNTING SERVICES; MS. MACAULAY IS A PARTNER OF THE ACCOUNTING FIRM AND A TREASURER OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY. | MediumExplanationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $608,290 | $335,437 | $272,853 | $513,774 |
| LAND | $115,700 | $0 | $115,700 | $217,859 |
| REMODEL | $571,369 | $175,914 | $395,455 | $744,630 |
| FURNITURE AND FIXTURES | $32,291 | $24,676 | $7,615 | $7,615 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST #4797 | AT COST | $3,834,428 | $4,243,965 |
| NORTHERN TRUST - HEDGE FUNDS | AT COST | $1,000,000 | $1,274,307 |
| NORTHERN TRUST - PRIVATE EQUITY FUND III | AT COST | $40,701 | $148,729 |
| NORTHERN TRUST - PRIVATE EQUITY CORE FUND VI | AT COST | $1,212,069 | $2,427,047 |
| MINERAL INTEREST - WATERFLOOD | AT COST | $8,609 | $10,025 |
| MINERAL INTEREST - ACKMAN | AT COST | $327 | $360 |
| GOLDMAN SACHS #7660 | AT COST | $532,119 | $734,596 |
| GOLDMAN SACHS #8452 | AT COST | $3,428,687 | $6,676,731 |
| GOLDMAN SACHS #8718 | AT COST | $2,426,721 | $2,342,491 |
| MONTECITO BANK & TRUST #8459-00 | AT COST | $2,140,586 | $3,413,642 |
| MONTECITO BANK & TRUST #8459-01 | AT COST | $1,552,264 | $1,496,547 |
| GOLDMAN SACHS #9921 | AT COST | $625,807 | $850,693 |
| GOLDMAN SACHS #7347 | AT COST | $531,674 | $594,641 |
| GOLDMAN SACHS #3121 | AT COST | $1,344 | $0 |
| NORTHERN TRUST - REAL ESTATE FUNDS | AT COST | $568,810 | $571,769 |
| NORTHERN TRUST - FIXED INCOME | AT COST | $400,446 | $396,427 |
| NORTHERN TRUST- PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND IV (OFFSHORE), L | AT COST | $625,310 | $901,663 |
| GOLDMAN SACHS #8452 - PARNASSUS CORE EQUITY | AT COST | $477,728 | $488,890 |
| MFB NORTHERN FDS U.S. QUALITY ESG FUND | AT COST | $543,686 | $683,294 |
| NORTHERN TRUST- WM ALTERNATIVES TPG RISE CLIMATE ONSHORE FEEDER FUND | AT COST | $518,671 | $668,005 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND FIXTURES | $46,924 | $40,524 | $6,400 | $6,400 |
| REMODEL | $428,611 | $137,375 | $291,236 | $548,387 |
| BUILDING | $561,498 | $309,635 | $251,863 | $474,249 |
| LAND | $106,800 | $0 | $106,800 | $201,101 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,485 | EOYBookValueAmt |
| EOYFMV | $1,485 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $12,656 | $3,635 | $7,970 |
| AUTO EXPENSE | $886 | $443 | $443 |
| MISCELLANEOUS INVESTMENT EXPENSES | $21,719 | $21,719 | $0 |
| OFFICE EXPENSE | $2,531 | $1,266 | $1,265 |
| RENTAL EXPENSES | $36,812 | $36,812 | $0 |
| PARTNERSHIP PASSTHROUGH - NON-DEDUCTIBLE EXPENSES | $1,788 | $0 | $0 |
| PARTNERSHIP PASSTHROUGH - EXPENSES | $1,743 | $1,743 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $1,803 | $1,803 | $1,803 |
| PARTNERSHIP UNRELATED BUSINESS INCOME/LOSS | $31,099 | $0 | $31,099 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $3,000 | $3,000 |
| PAYROLL TAXES PAYABLE | $5,817 | $6,010 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $286,419 | $286,419 | $0 |
| CONSULTING | $1,600 | $425 | $1,175 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $200 | $0 | $200 |
| PAYROLL TAXES | $9,324 | $3,830 | $5,494 |
| REAL ESTATE TAXES | $11,601 | $5,800 | $5,801 |
| FOREIGN TAXES ON INVESTMENT INCOME | $4,186 | $4,186 | $0 |
| MINERAL TAX | $160 | $160 | $0 |
| CALIFORNIA UBIT | $11,642 | $0 | $0 |
| FEDERAL TAX | $38,000 | $0 | $0 |