VOS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VOS FAMILY FOUNDATION (EIN 77-0440191)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-06
- IRS object ID
- 201720969349100217
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-06T17:10:03-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770076647 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAMITZ BROOKS NIGHTINGALE | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770440191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOSF | BusinessNameControlTxt |
| Phone | 8055693657 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 VIA HIERBA | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUBERT VOS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8055693657 | PhoneNum |
| Signature | 2017-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.64.156.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-06 | IPDt |
| IP Tm | 07:56:22 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C0D6ADA3A7C287C0FAC304FAE9F4F7B44A96CDBA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 126C55C33015076242EA3A1EA892F641F0A51BAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,860,005 | 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 | $40 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,628 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $242 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $242 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,277 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,277 | 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 |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,154 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,154 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $108 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,012 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $785 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,012 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,710 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,265 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,658 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,248 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,248 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $891,795 | CorporateStockBOYAmt |
| Corporate Stock EOY | $891,795 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,806,757 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,010,453 | TotalAssetsBOYAmt |
| Total Assets EOY | $945,043 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,860,005 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $35 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35 | 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 | $1,010,453 | RetainedEarningBOYAmt |
| Retained Earning EOY | $945,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,010,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $945,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,010,453 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $945,043 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,010,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,445 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $945,008 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $945,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $18,628 | GrossSalesPriceAmt |
| Gain Or Loss | $18,628 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,628 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,628 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,241 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,914,363 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095197 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,222 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,877,262 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039537 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $91,022 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,579,150 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057640 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,307 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,548,472 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057028 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $180,692 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,495,873 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.120794 | DistributionYr5Rt |
| Total Distribution | 0.370196 | TotalDistributionRt |
| Average Distribution | 0.074039 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,855,238 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $137,360 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $193 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137,553 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,710 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $385 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $385 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $385 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $637 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $637 | TotalPaymentsAndCreditsAmt |
| Overpayment | $252 | OverpaymentAmt |
| Applied To ES Tax | $252 | 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 | 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 | HUBERT SUSAN VOS | IndividualWithBooksNm |
| Phone | 8055693657 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 90409 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | 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 |
|---|---|---|---|---|---|---|---|---|
| HUBERT D VOS | ||||||||
| 800 VIA HIERBA | SANTA BARBARA | CA | 93110 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN H VOS | ||||||||
| 800 VIA HIERBA | SANTA BARBARA | CA | 93110 | SECRETARY | 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 | $1,817,544 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,883,490 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,883,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,855,238 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $385 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $385 | TotalTaxAmt |
| Distributable Before Adj | $92,377 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,377 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,377 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,710 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,710 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $84,710 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,377 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $186,175 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,307 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,558 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $88,191 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $375,231 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,710 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,710 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,667 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,667 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $367,564 | 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 | $178,508 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $189,056 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,307 | ExcessFromYear4Amt |
| Excess From Year3 | $12,558 | ExcessFromYear3Amt |
| Excess From Year1 | $88,191 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HUBERT D VOS | ContributingManagerNm |
| Contributing Manager | SUSAN H VOS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRAILLE INSTITUTE | |||||||
| PO BOX 5411 | SANTA BARBARA | CA | 93150 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $10,375 |
| CALM | |||||||
| 1236 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $1,000 |
| CAMA | |||||||
| 2060 ALAMEDA PADRE SERRA SUITE 201 | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $1,000 |
| ENSEMBLE THEATRE CO | |||||||
| PO BOX 2307 | SANTA BARBARA | CA | 93120 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $15,000 |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY DRIVE | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $1,200 |
| SANTA BARBARA MARITIME MUSEUM | |||||||
| 113 HARBOR WAY STE 190 | SANTA BARBARA | CA | 93109 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $100 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $6,500 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $10,000 |
| WESTOVER SCHOOL | |||||||
| PO BOX 847 | MIDDLEBURY | CT | 06762 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $400 |
| COTTAGE HOSPITAL FOUNDATION | |||||||
| 400 WEST PUEBLO STREET | SANTA BARBARA | CA | 931020689 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $2,000 |
| MOXI | |||||||
| 125 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $5,000 |
| SAINTS-BY-THE-SEA | |||||||
| 83 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $25,000 |
| SANSUM CLINIC | |||||||
| 1919 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $1,000 |
| SB MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $100 |
| UNITED WAY | |||||||
| 320 E GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE. | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,925 | 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 | $40 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,367 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $242 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,628 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $242 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,035 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,277 | 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 | DAMITZ BROOKS NIGHTINGALE ET AL | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ___________________________________ | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIDU INC ADR | $236,239 | $443,907 |
| ALPHABET INC CL C | $36,173 | $154,364 |
| ALPHABET INC CL A | $36,379 | $158,490 |
| ORACLE CORPORATION | $51,052 | $96,125 |
| MATTHEWS CHINA FUND | $153,939 | $118,044 |
| MATTHEWS PACIFIC TIGER | $182,459 | $217,670 |
| AMAZON.COM INC | $97,259 | $374,935 |
| APPLE INC | $98,295 | $243,222 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $108 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $108 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS PORTFOLIO INCOME | Desc |
| Revenue And Expenses Per Books | $242 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $242 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $242 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST | CategoryTxt |
| Amt | $8,154 | Amt |
| Net Investment Income | $8,154 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CAL FTB FEES | $10 | $0 | $10 |
| ATTORNEY GENERAL FILING FEE | $25 | $0 | $25 |