JUNE G OUTHWAITE IRRV CHARITABLE TR 010298: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JUNE G OUTHWAITE IRRV CHARITABLE TR 010298 (EIN 77-6154307)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201733179349102148
- Schema version
- 2016v3.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T15:18:07-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,511,656 | 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 | $16,380 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,380 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $392,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $392,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,652,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,986 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60,498 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $508,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $448,499 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $278,172 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $233,664 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,508 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,874 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $41,366 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,508 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,859 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $27,192 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,192 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $10,655 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,262 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,393 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,258 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $354 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $904 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,183 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,018 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,166 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $445,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $353,716 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,479 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $704,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $704,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,149,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $353,716 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $775,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$640,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,783 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $372,486 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $292,684 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $292,684 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $154,710 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $429,479 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $154,710 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $154,710 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $14,496,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,354,744 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,064,262 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,144,318 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $4 | OtherAssetsBOYAmt |
| Total Assets BOY | $17,442,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,802,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,511,656 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $17,442,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,802,138 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,442,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,802,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,442,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,802,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,442,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$640,197 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,802,138 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,802,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE STMT MORGAN STANLEY #015706(TRUSTEE) | P | 2011-11-01 | 2016-12-31 | $760,730 | $551,688 | $209,042 | $209,042 |
| 16680 MORGAN STANLEY #016543(CLEARING) | P | 2009-10-02 | 2016-02-02 | $530,584 | $506,925 | $23,659 | $23,659 |
| SEE STMT MORGAN STANLEY #016530(WEDGEWOOD) | P | 2011-11-01 | 2016-12-31 | $492,363 | $573,777 | -$81,414 | -$81,414 |
| SEE STMT MORGAN STANLEY #016546(CONGRESS) | P | 2011-11-01 | 2016-12-31 | $167,382 | $181,862 | -$14,480 | -$14,480 |
| SEE STMT MORGAN STANLEY #016557(HL) | P | 2011-11-01 | 2016-12-31 | $515,164 | $560,661 | -$45,497 | -$45,497 |
| SEE STMT MORGAN STANLEY #016560(CC) | P | 2011-11-01 | 2016-12-31 | $391,866 | $429,082 | -$37,216 | -$37,216 |
| SEE STMT MORGAN STANLEY #016579(zIEGLER) | P | 2011-11-01 | 2016-12-31 | $737,836 | $805,484 | -$67,648 | -$67,648 |
| MORGAN STANLEY #015706 CAPITAL GAINS | P | 2016-01-01 | 2016-12-31 | $319 | $319 | $319 | |
| MORGAN STANLEY #016560 CAPITAL GAINS | P | 2016-01-01 | 2016-12-31 | $43,510 | $43,510 | $43,510 | |
| MORGAN STANLEY #016543 CAPITAL GAINS | P | 2016-01-01 | 2016-12-31 | $9,072 | $9,072 | $9,072 | |
| MORGAN STANLEY #016557 WASH SALE | P | 2011-11-01 | 2016-12-31 | $3,480 | -$3,480 | -$3,480 | |
| SALE OF FOREIGN RIGHTS-HL | P | 2011-11-01 | 2016-12-31 | $4,119 | $4,119 | $4,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,986 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,110,333 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,314,035 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06063 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,002,648 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,205,234 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04962 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $962,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,512,093 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04931 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,015,247 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,972,371 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05351 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $905,869 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,428,733 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04434 | DistributionYr5Rt |
| Total Distribution | 0.257415 | TotalDistributionRt |
| Average Distribution | 0.051483 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,770,027 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $914,854 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $948 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $915,802 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $775,479 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,896 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,896 | SubtotalAmt |
| Tax Based On Investment Income | $1,896 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,866 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,866 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $19,970 | OverpaymentAmt |
| Applied To ES Tax | $19,970 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | ||||||
| 26 W ANAPAMU | Santa Barbara | CA | 931013144 | Trustee | 12.62 | $11 |
| John S Poucher | ||||||
| 26 W ANAPAMU | Santa Barbara | CA | 931013144 | Trustee | 10.00 | $92,724 |
| C Michael Cooney | ||||||
| 26 W ANAPAMU | Santa Barbara | CA | 931013144 | Trustee | 6.75 | $92,724 |
| 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 | $17,618,519 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $422,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,040,637 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,040,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $270,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,770,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $888,501 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $888,501 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,896 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,896 | TotalTaxAmt |
| Distributable Before Adj | $886,605 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $274,679 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,161,284 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,161,284 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $775,479 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $775,479 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $775,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,161,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $703,057 | UndistributedIncomePYAmt |
| Qualifying Distributions | $775,479 | QualifyingDistributionsAmt |
| Applied To Year1 | $703,057 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,422 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,088,862 | 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 | 26 W ANAPAMU | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931013114 | 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 (37 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 | $50,000 |
| SANTA BARBARA MARITIME MUSEUM | |||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | None | PC | OIL IN THE CHANNEL PROGRAM | $15,000 |
| JODI HOUSE | |||||||
| 625 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | BRAIN INJURY SUPPORT PROGRAM | $10,000 |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | GIRAFFE ENCLOSURE | $25,000 |
| ACADEMY OF HEALING ARTS | |||||||
| 1209 DE LA VINA STREET SUITE A | SANTA BARBARA | CA | 93101 | NONE | PC | IN-SCHOOL, AFTER SCHOOL & SUMMER EMOTIONAL-SOCIAL LEARNING PROGRAMS FOR TEENS | $10,000 |
| CARPINTERIA EDUCATION FOUNDATION IN | |||||||
| 4545 CARPINTERIA AVENUE | CARPINTERIA | CA | 93013 | NONE | PC | CARPINTERIA CHILDREN'S PROJECT | $25,000 |
| COUNCIL ON ALCOHOLISM AND DRUG ABUS | |||||||
| 232 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL SUPPORT FOR SUBSTANCE ABUSE TREATMENT PROGRAM AT DANIEL BRYANT YOUTH AND FAMILY CENTER | $25,000 |
| HILLSIDE HOUSE INC | |||||||
| 1235 VERONICA SPRINGS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | CORE SUPPORTDURING PRE-CONSTRUCTION PHASE OF COMMUNITY PLAN DEVELOPMENT | $2,500 |
| TRANSITION HOUSE | |||||||
| 425 EAST COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | LANDLORD LIAISON PARTNERSHIP | $10,000 |
| PLANNED PARENTHOOD CALIFORNIA CENTR | |||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | TEEN PREGNANCY PREVENTION PROGRAMS | $5,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 EAST YANONALI STREET | SANTA BARBARA | CA | 93103 | NONE | PC | RECOVERY PROGRAM | $20,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY STREET SUITE 900 | SAN FRANCISCO | CA | 94104 | NONE | PC | COMMUNITY CONSERVATION--SANTA BARBARA PROJECT | $20,000 |
| CARPINTERIA EDUCATION FOUNDATION | |||||||
| 4545 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | NONE | PC | CARPINTERIA HIGH SCHOOL STUDENT FEES | $7,500 |
| SPIRIT OF '76 FOUNDATION | |||||||
| PO BOX 1236 | SANTA BARBARA | CA | 93130 | NONE | PC | PROMOTING PATRIOTISM TO SB COMMUNITY | $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 | STUDENT PROGRAM SUPPORT FOR REAGAN RANCH | $25,000 |
| FAMILY SERVICE AGENCY OF SB | |||||||
| 123 W GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY SERVICE AGENCY PROGRAM | $50,000 |
| DOS PUEBLOS ENGINEERING ACADEMY FOU | |||||||
| PO BOX 313 | GOLETA | CA | 93116 | NONE | PC | MECHATRONICS SENIOR CAPSTONE PROJECT | $5,000 |
| SANTA BARBARA ATHLETIC ROUND TABLE | |||||||
| PO BOX 3813 | SANTA BARBARA | CA | 93130 | NONE | PC | POSITIVE COACHING ALLIANCE PROGRAM | $2,500 |
| FOUNDATION FOR S B HIGH SCHOOL | |||||||
| PO BOX 158 | SANTA BARBARA | CA | 93102 | NONE | PC | PEABODY STADIUM RENOVATION AT SANTA BARBARA HIGH SCHOOL | $20,000 |
| WESTMONT COLLEGE | |||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | THE WESTMONT COLLEGE INSTITUTE FOR GLOBAL LEARNING AND LEADERSHIP | $25,000 |
| YOUNG LIFE OF SANTA BARBARA | |||||||
| 123 WEST PADRE STREET SUITE 3 | SANTA BARBARA | CA | 93105 | NONE | PC | YOUNG LIFE SANTA BARBARA 2016-2017 | $5,000 |
| ALEXANDER HOUSE FOUNDATION | |||||||
| PO BOX 23642 | SANTA BARBARA | CA | 93121 | NONE | PC | SPECIAL GRANTS FOR LOW-INCOME SENIORS PROGRAM | $15,000 |
| LAND TRUST FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 91830 | NONE | PC | ACCELERATING LAND CONSERVATION IN SANTA BARBARA COUNTY PROGRAM | $10,000 |
| SB TRUST FOR HISTORIC PRESERVATION | |||||||
| 123 EAST CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SUPPORT FOR RESTORATION & FURNISHINGS FOR THE HISTORIC ALHECAMA THEATRE AT EL PRESIDIO DE SANTA BARBARA STATE HISTORIC PARKANDEDUCATION & OUTREACH PROGRAMS | $50,000 |
| CARPINTERIA EDUCATION FOUNDATION | |||||||
| PO BOX 9 | CARPINTERIA | CA | 93014 | NONE | PC | STUDENT FEE PROGRAM | $7,500 |
| HELP OF CARPINTERIA | |||||||
| 1069 CASITAS PASS ROAD | CARPINTERIA | CA | 93013 | NONE | PC | CAR PURCHASE/AUTOMOBILE DEPRECIATION FUND | $2,500 |
| ENVIRONMENTAL DEFENSE CENTER | |||||||
| 906 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SAFE PASSAGE PROJECT | $7,500 |
| SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FINAL PAYMENT OF PLEDGE FOR MISSION AND STATE | $17,000 |
| GOLETA VALLEY COTTAGE HOSPITAL FOUN | |||||||
| 351 SOUTH PATTERSON AVENUE | SANTA BARBARA | CA | 93111 | NONE | PC | HYPERBARIC OXYGEN CHAMBER FOR RIDLEY-TREE CENTER FOR WOUND MANAGEMENT | $50,000 |
| SANTA BARBARA PUBLIC LIBRARY FOUNDA | |||||||
| 40 E ANAPAMU STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SANTA BARBARA CHILDREN'S LIBRARY PROJECT | $25,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI STREET | SANTA BARBARA | CA | 93103 | NONE | PC | CAPITAL CAMPAIGN | $25,000 |
| MOXI WOLF MUSEUM OF EXPLORATION INN | |||||||
| PO BOX 4808 | SANTA BARBARA | CA | 93140 | NONE | PC | CAPITAL PROJECTS | $25,000 |
| VISITING NURSE HOSPICE CARE | |||||||
| 509 EAST MONTECITO ST SUITE 200 | SANTA BARBARA | CA | 93103 | NONE | PC | SILVER SPONSOR FOR NOOZHAWK'S SALUTE TO NURSES 2016 | $2,000 |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | SANTA BARBARA ZOO TRAIN TRACK RENOVATION PROJECT | $25,000 |
| YOUNG LIFE SANTA BARBARA | |||||||
| 123 WEST PADRE STREET SUITE 3 | SANTA BARBARA | CA | 93105 | NONE | PC | CAMP SCHOLARSHIPS | $5,000 |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 SOUTH SOUTH LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PC | CAMPAIGN FOR DIRECT RELIEFINTERNATIONAL CAPITAL CAMPAIGN PROJECT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $704,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,380 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $392,133 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,498 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,867 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,119 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $504,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,119 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $508,997 | 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 |
|---|---|---|---|---|
| MACfARLANE | $9,000 | $9,000 | $0 | $0 |
| MELISSA PETERSEN | $9,800 | $9,800 | $0 | $0 |
| Paulette Liberatore | $25,074 | $22,566 | $0 | $2,508 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS #015706 TRUSTEE DIRECTED | $745,159 | $1,340,033 |
| MS #015712 CGA | $6,615,885 | $6,810,122 |
| MS #016543 CLEARING | $1,749,199 | $1,950,210 |
| MS #016530 WEDGEWOOD | $1,321,642 | $1,419,000 |
| MS #016546 CONGRESS | $780,279 | $841,432 |
| MS #016557 HARDING lOEVNER | $1,619,411 | $1,612,506 |
| MS #016560 CENTRAL COAST | $743,932 | $806,812 |
| MS #016579 ZIEGLER | $582,529 | $771,707 |
| MS #016564 UBS TRUMBELL | $2,153,913 | $2,504,983 |
| ENER JEX RESOURCES | $42,795 | $7,457 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSEMBLY FEES FOR TAX RETURNS | $684 | $684 | |
| Computer Supplies & Maintenance | $1,115 | $558 | $558 |
| FILING FEES-RRF & FTB FEES | $160 | $160 | |
| INSURANCE-OFFICE | $500 | $250 | $250 |
| Membership Dues- Foundation Roundtable | $1,000 | $500 | $500 |
| MICRO EDGE | $5,933 | $5,933 | |
| MICRO EDGE-JOE ROY | $1,031 | $1,031 | |
| Miscellaneous | $406 | $406 | |
| OFFICE EQUIPMENT | $681 | $204 | $477 |
| POSTAGE | $53 | $53 | |
| SUPPLIES | $83 | $83 | |
| TELEPHONE | $1,947 | $195 | $1,752 |
| TORI MORAY | $6,270 | $627 | $5,643 |
| WEB DESIGNS | $200 | $200 | |
| WEB SITE HOUSING FEE | $120 | $120 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $60,498 | RevenueAndExpensesPerBooksAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S Y V PEOPLE HELPING PEOPLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $154,710 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MORGAN STANLEY #016560(CENTRAL COAST) | $5,829 | $5,829 | $0 | $0 |
| MORGAN STANLEY #015706(TRUSTEE) | $4,225 | $4,225 | $0 | $0 |
| MORGAN STANLEY #015712(CGA) | $15,292 | $15,292 | $0 | $0 |
| MORGAN STANLEY #016530(WEDGEWOOD) | $10,802 | $10,802 | $0 | $0 |
| MORGAN STANLEY #016546(CONGRESS) | $4,858 | $4,858 | $0 | $0 |
| MORGAN STANLEY #016557(HARDING LOEVNER) | $12,848 | $12,848 | $0 | $0 |
| MORGAN STANLEY #016564(TRUMBELL) | $1,574 | $1,574 | $0 | $0 |
| MORGAN STANLEY #016579(ZIEGLER) | $4,264 | $4,264 | $0 | $0 |
| VERUS ANNUAL FEES | $4,167 | $4,167 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX #016530(WEDGEWOOD) | $185 | $185 |
| FOREIGN TAX #016546(CONGRESS) | $43 | $43 |
| FOREIGN TAX #016557(HL) | $6,964 | $6,964 |
| IRS ESTIMATED PAYMENTS | $20,000 |