SANTA BARBARA COURTHOUSE LEGACY FOUNDATION: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA COURTHOUSE LEGACY FOUNDATION (EIN 20-1174366)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-29
- IRS object ID
- 201811499349200096
- Schema version
- 2017v2.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-29T16:33:24-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952835976 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E MICHELTORENA ST 200 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201174366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA COURTHOUSE LEGACY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8057707222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91459 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN FERRELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8054569375 | PhoneNum |
| Signature | 2018-05-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS J WILSON | PreparerPersonNm |
| PTIN | P00544237 | PTIN |
| Phone | 8059664157 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.COURTHOUSELEGACYFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $113,593 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $105,625 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $3,101 | InvestmentIncomeAmt |
| Fundraising Gross Income | $4,867 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $7,832 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$2,965 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $105,761 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $4,831 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,726 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $3,691 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $43,279 | OtherExpensesTotalAmt |
| Total Expenses | $53,527 | TotalExpensesAmt |
| Excess Or Deficit For Year | $52,234 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $96,087 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $148,321 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,163 | BOYAmt |
| EOY | $99,320 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,924 | BOYAmt |
| EOY | $49,001 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,087 | BOYAmt |
| EOY | $148,321 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,087 | BOYAmt |
| EOY | $148,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO FACILITATE THE PRESERVATION AND CONSERVATION OF THE HISTORIC SANTA BARBARA COURTHOUSE FOR THE CURRENT GENERATION AND FUTURE GENERATIONS. ARCHITECTURAL RESTORATION WORK ON THE COURTHOUSE BUILDING, INCLUDING THE GREAT ARCH PROJECT, AND ONGOING PUBLIC EDUCATION ABOUT THE COURTHOUSE THROUGH INFORMATIONAL EVENTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | COMMENCEMENT OF THE GREAT ARCH RESTORATION PROJECT: THE SANTA BARBARA COURTHOUSE LEGACY FOUNDATION VOLUNTEERS OBTAINED FUNDING FROM THE COUNTY OF SANTA BARBARA, PRIVATE FOUNDATIONS AND INDIVIDUAL SOURCES TO FUND THE GREAT ARCH RESTORATION PROJECT. CONSISTENT WITH THE COURTHOUSE LEGACY FOUNDATION'S PRINCIPAL MISSION OF CONSERVING AND RESTORING AESTHETIC ASPECTS OF THE SANTA BARBARA COURTHOUSE BUILDING, THE PROJECT WILL RESTORE THE DETERIORATING GREAT ARCH AND MAINTAIN THE COURTHOUSE'S HISTORIC LANDMARK DESIGNATION. PHASES 1 AND 2 OF THE PROJECT INVOLVED TESTING AND ANALYSIS OF THE ARCHWAY STRUCTURE BY PROFESSIONAL ARCHITECTURAL RESTORATION EXPERTS. PHASES 3 AND 4 BEGAIN IN 2017 AND WILL CONTINUE THROUGH 2018. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $35,907 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $35,907 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JAN FERRELL | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| RODNEY BAKER | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANGELIQUE DAVIS | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| ISABELLA MADARANG | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| ANN KALE | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| ED LENVIK | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| DANA MACHALLECK | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| RANDALL BARNES | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| ROBERT MISLANG | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| CAROLE STERPA | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| STEVE THOMPSON | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| BARRY WINICK | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91459 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8057707222 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $434,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $278,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,625 | CurrentTaxYearAmt |
| Total | $967,233 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $40,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,000 | CurrentTaxYearMinus1YearAmt |
| Total | $120,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $434,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $318,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,625 | CurrentTaxYearAmt |
| Total | $1,087,233 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $346,859 | SubstantialContributorsTotAmt |
| Public Support Total170 | $740,374 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,101 | CurrentTaxYearAmt |
| Total | $6,120 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $786 | CurrentTaxYearMinus3YearsAmt |
| Total | $2,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,095,831 | TotalSupportAmt |
| Public Support CY170 | 0.67560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FIESTA EVENT | Event1Nm |
| Gross Receipts Event1 | $16,225 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $11,358 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,867 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $709 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,031 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,442 | OtherDirectExpensesEvent1Amt |
| Event2 | EVENING TOUR | Event2Nm |
| Gross Receipts Event2 | $910 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $910 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $250 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $17,135 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $12,268 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,867 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $709 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,031 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,692 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,832 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,965 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 23. DESCRIPTION: SB FOUNDATION AGENCY FUND . AMOUNT: 3,078. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,101. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: GREAT ARCH PROJECT EXPENSES. AMOUNT: 9,417. DESCRIPTION: INSURANCE. AMOUNT: 1,655. DESCRIPTION: FUNDRAISING AND RELATED. AMOUNT: 2,686. DESCRIPTION: SUPPLIES. AMOUNT: 2,154. DESCRIPTION: BANK FEES. AMOUNT: 827. DESCRIPTION: DUES AND LICENSES. AMOUNT: 50. DESCRIPTION: COURTHOUSE OFFICE PROJECT EXPENSES. AMOUNT: 26,490. TOTAL TO FORM 990-EZ, LINE 16: 43,279. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 10,000. END OF YEAR AMOUNT: 0. DESCRIPTION: INVESTMENTS - SB FOUNDATION. BEG. OF YEAR AMOUNT: 29,924. END OF YEAR AMOUNT: 33,001. DESCRIPTION: ARTWORK AND OTHER ASSETS. BEG. OF YEAR AMOUNT: 16,000. END OF YEAR AMOUNT: 16,000. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |