ISCOVICH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ISCOVICH FOUNDATION (EIN 20-2060648)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201821309349102182
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T17:41:56-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770418724 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C&D LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CPAS ADVISORS | AddressLine1Txt |
| City | ALAMO PINTADO RD S | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202060648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISCOVICH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISCO | BusinessNameControlTxt |
| Phone | 8055691694 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30440 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGEL L ISCOVICH | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8055691694 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW WATSON | PreparerPersonNm |
| PTIN | P00366625 | PTIN |
| Phone | 8056885505 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,879 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $17,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,244 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,592 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,592 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,836 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,102 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $95 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $507 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $507 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,234 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,210 | CashBOYAmt |
| Cash EOY | $2,646 | CashEOYAmt |
| Cash EOYFMV | $2,646 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,192 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,937 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,937 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $73,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $64,175 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $78,296 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $79,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,879 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $79,541 | RetainedEarningBOYAmt |
| Retained Earning EOY | $70,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $70,758 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MFB NORTHERN FDS STK INDEX FD | P | 2015-09-28 | 2017-02-13 | $2,500 | $2,059 | $441 | $441 |
| MFC FLEXSHARES TR GLOBAL QUALITY REAL ESTATE INDEX FD | P | 2015-09-28 | 2017-08-01 | $1,547 | $1,331 | $216 | $216 |
| MFB NORTHERN MID CAP INDEX FD FD | P | 2017-08-01 | $5,357 | $3,097 | $2,260 | $2,260 | |
| MFB NORTHN MID CAP INDEX FD FD | P | 2017-08-01 | $643 | $539 | $104 | $104 | |
| MFB NORTHERN FDS FIXED INCOME FD | P | 2005-11-09 | 2017-08-01 | $1,785 | $1,717 | $68 | $68 |
| MFB NORTHERN FDS FIXED INCOME FD | P | 2017-08-01 | $215 | $220 | -$5 | -$5 | |
| CAPITAL GAINS DIVIDENDS | P | $508 | $508 | $508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,592 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,813 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $84,662 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.222213 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,936 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $100,495 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.268033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,625 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $96,962 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.171459 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $90,109 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.234161 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $79,915 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.140775 | DistributionYr5Rt |
| Total Distribution | 1.036641 | TotalDistributionRt |
| Average Distribution | 0.207328 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $82,011 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $52 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,055 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $52 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $52 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANGEL L ISCOVICH | IndividualWithBooksNm |
| Phone | 8055691694 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30440 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANGEL L ISCOVICH | ||||||||
| PO BOX 30440 | SANTA BARBARA | CA | 93130 | PRESIDENT & CEO | 1.00 | $0 | $0 | $0 |
| LISA A ISCOVICH | ||||||||
| PO BOX 30440 | SANTA BARBARA | CA | 93130 | SECRETARY/CFO | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $83,076 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,260 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $83,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,249 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52 | TotalTaxAmt |
| Distributable Before Adj | $4,049 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,049 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,049 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $52 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,848 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,320 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,657 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,847 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,039 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,654 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $72,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,851 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $97,368 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,320 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,048 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,657 | ExcessFromYear4Amt |
| Excess From Year3 | $11,847 | ExcessFromYear3Amt |
| Excess From Year2 | $22,039 | ExcessFromYear2Amt |
| Excess From Year1 | $14,654 | ExcessFromYear1Amt |
| Excess From Current Year | $24,851 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANGEL L ISCOVICH | ContributingManagerNm |
| Contributing Manager | LISA A ISCOVICH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 1528 CHAPALA STREET SUITE 204 | SANTA BARBARA | CA | 93101 | PC | MEDICAL TREATMENT FOR THE SICK | $1,250 |
| COTTAGE HOSPITAL FOUNDATION | ||||||
| 400 WEST PUEBLO STREET | SANTA BARBARA | CA | 93102 | PC | TO SPONSOR THE 2017 TIARA BALL, WHICH SUPPORTS CRITICAL CARE SERVICES INCLUDING MEDICAL, SURGICAL PEDIATRIC AND NEONATAL INTENSIVE CARE, AND EMERGENCY AND TRAMA SERVICES. | $4,000 |
| COUNCIL ON ALCOHOLISM AND DRUG ABUSE | ||||||
| PO BOX 28 | SANTA BARBARA | CA | 93102 | PC | TO BUILD A SAFER, HEALTHIER COMMUNITY BY PREVENTING AND TREATING ALCOHOLISM AND DRUG ABUSE | $1,000 |
| DIRECT RELIEF | ||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | PC | PROVIDE MEDICAL ASSISTANCE TO IMPROVE QUALITY OF LIFE FOR PEOPLE VICTIMIZED BY POVERTY, DISASTER, AND CIVIL UNREST AT HOME AND THROUGHOUT THE REST OF THE WORLD | $17,500 |
| LOMPOC HOSPITAL DISTRICT FOUNDATION | ||||||
| PO BOX 883 | LOMPOC | CA | 93438 | PC | COMMUNITY EDUCATION, PUBLIC RELATIONS AND FUND CAPITAL IMPROVEMENTS FOR THE LOMPOC VALLEY MEDICAL CENTER | $700 |
| SANTA BARBARA NATURAL HISTORY MUSEUM | ||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | PC | CONTRIBUTION TO SUPPORT THE MISSION OF SANTA BARBARA NATURAL HISTORY MUSEUM: INSPIRING A THIRST FOR DISCOVERY AND A PASSION FOR THE NATURAL WORLD. | $1,000 |
| SANTA YNEZ VALLEY COTTAGE HOSPITAL FOUNDATION | ||||||
| 2050 VIBORG ROAD | SOLVANG | CA | 93463 | PC | DEDICATED TO SUPPORTING SANTA YNEZ VALLEY COTTAGE HOSPITAL. | $1,000 |
| ST FRANCIS FOUNDATION | ||||||
| 2323 DE LA VINA STREET SUITE 104 | SANTA BARBARA | CA | 93105 | SO | TO SUPPORT HEALTHCARE IN SANTA BARBARA COUNTY IN THE "SPIRIT OF ST. FRANCIS" | $500 |
| UNITED BOYS & GIRLS CLUB | ||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | PC | ENABLES ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED IT MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, AND RESPONSIBLE CITIZENS. | $1,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,900 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIRECT RELIEF | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 S LA PATERA LANE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROVIDE MEDICAL ASSISTANCE TO IMPROVE QUALITY OF LIFE FOR PEOPLE VICTIMIZED BY POVERTY, DISASTER, AND CIVIL UNREST AT HOME AND THROUGHOUT THE REST OF THE WORLD | GrantOrContributionPurposeTxt |
| Amt | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,244 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,592 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,836 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,836 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGEL L ISCOVICH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30440 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $17,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,102 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHERN FUNDS STK INDEX FD (NOSIX) | $16,567 | $24,564 |
| FLEXSHARES TR GLOBAL QUALITY REAL ESTATE INDEX FD GLOBAL QUALITY REAL ESTATE | $5,325 | $6,277 |
| MFB NORTHERN FUNDS SMALL CAP INDEX FD (NSIDX) | $2,889 | $4,002 |
| MFB NORTHERN EQUITY INDEX FUNDS INTL EQT INDEX (NOINX) | $17,745 | $21,201 |
| MFB NORTHERN FUNDS FIXED INCOME FD (NOFIX) | $5,883 | $6,093 |
| MFB NORTHERN HIGH YIELD FIXED INCOME FUND (NHFIX) | $12,337 | $11,165 |
| MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD (GUNR) | $3,429 | $4,994 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL LEGAL FEES | CategoryTxt |
| Legal Fees | $15 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $507 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $507 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX ON INVESTMENT INCOME | $50 | $50 | $0 |
| FOREIGN TAXES PAID | $45 | $45 | $0 |