STRATEGY STUDIO / PUBLIC DATA EXPLORER

SANTA BARBARA COURTHOUSE LEGACY FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SANTA BARBARA COURTHOUSE LEGACY FOUNDATION (EIN 20-1174366)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201523209349312647
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T16:02:31-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952835976PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MACFARLANE FALETTI & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 E MICHELTORENA ST 200AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201174366EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANTA BARBARA COURTHOUSE LEGACY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone8057707222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 91459AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93190ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM MAHANPersonNm
Person TitleCHAIRMAN OF THE BOARD, PRESIDENTPersonTitleTxt
Phone8059634322PhoneNum
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIM A O'KEEFFEPreparerPersonNm
PTINP01367593PTIN
Phone8059664157PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM MAHANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 91459AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93190ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$372,518GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.COURTHOUSELEGACYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO FACILITATE THE PRESERVATION AND CONSERVATION OF THE HISTORIC SANTA BARBARA COURTHOUSE FOR THE CURRENT GENERATION AND FUTURE GENERATIONS. RESTORATIVE WORK ON THE HISTORIC FOUNTAIN AND CEILING AND ONGOING PUBLIC EDUCATION ABOUT THE COURTHOUSE THROUGH INFORMATIONAL EVENTS.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers44TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$396,618PYContributionsGrantsAmt
CY Contributions Grants$342,667CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,758PYInvestmentIncomeAmt
CY Investment Income$800CYInvestmentIncomeAmt
PY Other Revenue$6,937PYOtherRevenueAmt
CY Other Revenue$251CYOtherRevenueAmt
PY Total Revenue$405,313PYTotalRevenueAmt
CY Total Revenue$343,718CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$13,963PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$25,596CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$41,523CYTotalFundraisingExpenseAmt
PY Other Expenses$67,818PYOtherExpensesAmt
CY Other Expenses$87,415CYOtherExpensesAmt
PY Total Expenses$81,781PYTotalExpensesAmt
CY Total Expenses$113,011CYTotalExpensesAmt
PY Revenues Less Expenses$323,532PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$230,707CYRevenuesLessExpensesAmt
Total Assets BOY$425,162TotalAssetsBOYAmt
Total Assets EOY$566,276TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$425,162NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$566,276NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO FACILITATE THE PRESERVATION AND CONSERVATION OF THE HISTORIC SANTA BARBARA COURTHOUSE FOR THIS GENERATION AND FUTURE GENERATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$58,514ExpenseAmt
DescMURAL ROOM PROJECTTHE SANTA BARBARA COURTHOUSE LEGACY FOUNDATION VOLUNTEERS PRIMARILY OBTAINED FUNDING FROM PRIVATE FOUNDATIONS AND INDIVIDUAL SOURCES TO FUND THE MURAL ROOM RESTORATION PROJECT.CONSISTENT WITH THE COURTHOUSE LEGACY FOUNDATION'S PRINCIPAL MISSION OF CONSERVING AND RESTORING AESTHETIC ASPECTS OF THE SANTA BARBARA COURTHOUSE BUILDING, THIS PROJECT WAS STRUCTURED AROUND CAREFUL ATTENTION TO HIRING MURAL RESTORATION PROFESSIONALS AND MURAL ROOM LIGHTING PROFESSIONALS TO PERFORM INITIAL RESTORATION PROJECT PLANNING AND SETUP WORK DESIGNED TO RESTORE THE ORIGINAL CONDITION OF THE MURAL AND LIGHTING AND MAINTAINING THE COURTHOUSE'S HISTORIC LANDMARK DESIGNATION.THE SANTA BARBARA COURTHOUSE LEGACY FOUNDATION MAINTAINS RELATIONSHIPS WITH MANY LOCAL ORGANIZATIONS THAT HELP THE COURTHOUSE LEGACY FOUNDATION ATTAIN ITS GOALS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,599ExpenseAmt
DescCLOCK TOWER PROJECTTHE SANTA BARBARA COURTHOUSE LEGACY FOUNDATION VOLUNTEERS IN CONJUNCTION WITH THE SANTA BARBARA DOCENTS PERFORMED TOURS OF THE COMPLETED CLOCK TOWER THROUGHOUT THE YEAR. TO AID IN THE EDUCATIONAL ASPECT OF THESE TOURS, AN ANIMATED CLOCK VIDEO WAS COMPLETED AND MADE AVAILABLE FOR VIEWING INSIDE THE CLOCK TOWER ROOM. IN ADDITION, ROUTINE CLOCK ROOM OPERATING AND MAINTENANCE COSTS WERE INCURRED, INCLUDING WIRELESS SERVICE COSTS FOR MANAGING ELECTRONIC SERVICES WITHIN THE CLOCK ROOM AND CLOCK MAINTENANCE AND REPAIR COSTS.THE SANTA BARBARA COURTHOUSE LEGACY FOUNDATION MAINTAINS RELATIONSHIPS WITH MANY LOCAL ORGANIZATIONS THAT HELP THE COURTHOUSE LEGACY FOUNDATION ATTAIN ITS GOALS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$61,113TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIM O'KEEFFE (TREASURER)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8057707222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11105 SANTA BARBARA STREETAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BILL MAHAN
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
SUE ADAMS
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
JAMES BALLANTINE
SECRETARY2.00Yes (X)Yes (X)$0$0$0
TIM O'KEEFFE
TREASURER3.00Yes (X)Yes (X)$0$0$0
BRITTON JEWETT
TRUSTEE0.50Yes (X)$0$0$0
DANA MACHALLECK
TRUSTEE0.50Yes (X)$0$0$0
KEITH MAUTINO
TRUSTEE0.50Yes (X)$0$0$0
RODNEY BAKER
TRUSTEE0.50Yes (X)$0$0$0
ALICE VAN DE WATER
TRUSTEE0.50Yes (X)$0$0$0
RANDY BARNES
TRUSTEE0.50Yes (X)$0$0$0
OLIVIA MARR
TRUSTEE0.50Yes (X)$0$0$0
DANIELLE DESMETH
FORMER TRUSTEE0.50Yes (X)$0$0$0
CAROL FELL
TRUSTEE0.50Yes (X)$0$0$0
HERB BARTHELS
TRUSTEE0.50Yes (X)$0$0$0
ED LENVIK
TRUSTEE0.50Yes (X)$0$0$0
PAULA WALDMAN
TRUSTEE0.50Yes (X)$0$0$0
HARWOOD WHITE
TRUSTEE0.50Yes (X)$0$0$0
KATHERINE MURRAY-MORSE
TRUSTEE0.50Yes (X)$0$0$0
LORETTA REDD
TRUSTEE0.50Yes (X)$0$0$0
ISABELA MADARANG
TRUSTEE0.50Yes (X)$0$0$0
WILLIAM THOMAS JR
FORMER PRESIDENT0.50Yes (X)Yes (X)$0$0$0
BARBARA ALLEN
FORMER TRUSTEE0.50Yes (X)$0$0$0
KAY STEVENS
FORMER TRUSTEE0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$43,138FundraisingAmt
All Other Contributions$299,529AllOtherContributionsAmt
Noncash Contributions$41,563NoncashContributionsAmt
Total Contributions$342,667TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$800TotalRevenueColumnAmt
Exclusion$800ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$28,265FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$43,138ContriRptFundraisingEventAmt
Fundraising Direct Expenses$28,800FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$535TotalRevenueColumnAmt
Exclusion-$535ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$786TotalRevenueColumnAmt
Exclusion$786ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$786OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$343,718TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,051ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,537TotalAmt
Management And General$4,537ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$25,596TotalAmt
Fundraising$25,596FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$58,320TotalAmt
Program Services$58,320ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,340TotalAmt
Fundraising$2,340FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,192TotalAmt
Management And General$1,517ManagementAndGeneralAmt
Fundraising$6,675FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,087TotalAmt
Program Services$634ProgramServicesAmt
Management And General$1,453ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$590TotalAmt
Management And General$590ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,278TotalAmt
Management And General$2,278ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
EQUIPMENT RENTAL$3,540$3,540
EVENT FOOD AND SUPPLIES$3,372$3,372
MATERIALS FOR PROJECTS$2,159$2,159

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$113,011TotalAmt
Program Services$61,113ProgramServicesAmt
Management And General$10,375ManagementAndGeneralAmt
Fundraising$41,523FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$34,282BOYAmt
EOY$19,714EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$182,780BOYAmt
EOY$485,706EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$192,100BOYAmt
EOY$32,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,500LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,500LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$12,856EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$16,000BOYAmt
EOY$16,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$425,162BOYAmt
EOY$566,276EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$50,282BOYAmt
EOY$35,714EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$374,880BOYAmt
EOY$517,706EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$12,856EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$425,162BOYAmt
EOY$566,276EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$425,162BOYAmt
EOY$566,276EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$230,707ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$407NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$90,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$662,240CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$538,545CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$157,938CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$434,540CurrentTaxYearMinus1YearAmt
Current Tax Year$319,062CurrentTaxYearAmt
Total$2,112,325TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$662,240CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$538,545CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$157,938CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$434,540CurrentTaxYearMinus1YearAmt
Current Tax Year$319,062CurrentTaxYearAmt
Total$2,112,325TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$686,884SubstantialContributorsTotAmt
Public Support Total170$1,425,441PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$169CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66CurrentTaxYearMinus1YearAmt
Current Tax Year$268CurrentTaxYearAmt
Total$568TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$979CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,692CurrentTaxYearMinus1YearAmt
Current Tax Year$786CurrentTaxYearAmt
Total$3,457TotalAmt
FieldValueIRS element (for citing)
Total Support$2,116,350TotalSupportAmt
Public Support CY1700.67350PublicSupportCY170Pct
Public Support PY1700.68230PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$16,000AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Contributions$11,870ContributionsAmt
Investment Earnings Or Losses$986InvestmentEarningsOrLossesAmt
End Year Balance$12,856EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,500OtherCostOrOtherBasisAmt
Depreciation$2,500DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:THE ORGANIZATION HOLDS TWO HISTORICAL PAINTINGS THAT WERE DONATED THAT ARE LOCATED WITHIN THE COURTHOUSE BUILDING AND ARE AVAILABLE FOR PUBLIC VIEWING AND EDUCATION REGARDING THE EARLY HISTORY OF SANTA BARBARA.
PART V, LINE 4:ENDOWMENT FUND EARNINGS ARE INTENDED TO BE USED FOR FUTURE OPERATING EXPENSES.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonLINDA ROSSO CORTOFINO INCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11187 COAST VILLAGE ROAD SUITE 1AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
ActivityDEVELOPMENT DIRECTOR FOR THE ORGANIZATIONActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$235,861GrossReceiptsAmt
Retained By Contractor$25,596RetainedByContractorAmt
Net To Organization$210,265NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$235,861TotalGrossReceiptsAmt
Total Retained By Contractors$25,596TotalRetainedByContractorsAmt
Total Net To Organization$210,265TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1MINIATURE GOLF EVENTEvent1Nm
Gross Receipts Event1$16,003GrossReceiptsEvent1Amt
Charitable Contri Event1$11,243CharitableContriEvent1Amt
Gross Revenue Event1$4,760GrossRevenueEvent1Amt
Rent Facility Costs Event1$2,164RentFacilityCostsEvent1Amt
Food And Beverage Event1$821FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,838OtherDirectExpensesEvent1Amt
Event2MURAL ROOM DINNER EVENTEvent2Nm
Gross Receipts Event2$41,225GrossReceiptsEvent2Amt
Charitable Contri Event2$24,020CharitableContriEvent2Amt
Gross Revenue Event2$17,205GrossRevenueEvent2Amt
Rent Facility Costs Event2$8,260RentFacilityCostsEvent2Amt
Food And Beverage Event2$7,681FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$1,732OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$14,175GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$7,875CharitableContriOtherEventsAmt
Gross Revenue Other Events$6,300GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$1,507RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$3,267FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$1,530OthDirectExpnssOtherEventsAmt
Gross Receipts Total$71,403GrossReceiptsTotalAmt
Charitable Contributions Tot$43,138CharitableContributionsTotAmt
Gross Revenue Total Events$28,265GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$11,931RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$11,769FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$5,100OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$28,800DirectExpenseSummaryEventsAmt
Net Income Summary-$535NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)SCAFFOLDING FOR MURAL ROOM1$40,000VENDOR EQUIPMENT REN
Yes (X)SUPPLIES FOR EVENTS1$860VALUE OF PROMOTIONAL
Yes (X)SUPPLIES FOR MAILINGS1$703VALUE OF MAILING RAT
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE EXECUTIVE COMMITTEE PERFORMS A DETAIL REVIEW OF THE DRAFT FORM 990 AND APPROVES THE FILING OF FORM 990, THEN PROVIDES THE APPROVED DRAFT FORM 990 TO THE FULL BOARD OF TRUSTEES PRIOR TO THE DUE DATE OF THE FORM 990 EACH YEAR. THE BOARD OF TRUSTEES RATIFIES THE EXECUTIVE COMMITTEE'S APPROVAL AT THE NEXT SCHEDULED BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12CTRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; 3. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE BOARD OR EXECUTIVE COMMITTEE HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. DISCLOSURE INVOLVING EMPLOYEES AND VOLUNTEERS IN THE ORGANIZATION SHOULD BE MADE TO THE BOARD CHAIR, WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD OR EXECUTIVE COMMITTEE. DISCLOSURE INVOLVING DIRECTORS AND COMMITTEE MEMBERS SHOULD BE MADE TO THE BOARD CHAIR, (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-PRESIDENT) WHO SHALL BRING THESE MATTERS TO THE BOARD OR EXECUTIVE COMMITTEE. THE BOARD OR EXECUTIVE COMMITTEE DETERMINES WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE ORGANIZATION. THE DECISION OF THE BOARD OR EXECUTIVE COMMITTEE ON THESE MATTERS WILL REST IN ITS SOLE DISCRETION, AND ITS CONCERN MUST BE THE WELFARE OF THE ORGANIZATION AND THE ADVANCEMENT OF ITS PURPOSE. THE CONFLICT OF INTEREST DISCLOSURE STATEMENT WILL BE COMPLETED ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15DETERMINING COMPENSATION FOR EXECUTIVE MANAGEMENT IS DONE BY AN INDEPENDENT REVIEW BY THE EXECUTIVE COMMITTEE. COMPENSATION IS THEN APPROVED BY THE EXECUTIVE COMMITTEE, BUDGETED, AND MEMORIALIZED IN THE MINUTES. THE ORGANIZATION HAD NO COMPENSATED EXECUTIVE STAFF FOR 2014.
FORM 990, PART VI, SECTION C, LINE 18THE BOARD OF TRUSTEE'S SECRETARY MAINTAINS THE ORGANIZATION'S FORM 1023 DOCUMENT. THE BOARD OF TRUSTEE'S TREASURER MAINTAINS THE ORGANIZATION'S FORM 990. PUBLIC ACCESS TO THESE DOCUMENTS IS AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE BOARD OF TRUSTEE'S SECRETARY MAINTAINS ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, IN A SECURE LOCATION. PUBLIC ACCESS TO THESE DOCUMENTS IS AVAILABLE UPON REQUEST. THE BOARD OF TRUSTEE'S TREASURER MAINTAINS THE ORGANIZATION'S FINANCIAL INFORMATION SUPPORTING THE FORM 990. PUBLIC ACCESS TO THESE DOCUMENTS IS AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GPROJECT CONTRACTORS: PROGRAM SERVICE EXPENSES 58,320. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,320.
FORM 990, PART XI, LINE 9:PLEDGES AND ACCOUNTS RECEIVABLE RESCINDED -90,000.
FORM 990, PART VI, GOVERNANCETHE COURTHOUSE LEGACY FOUNDATION HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE CORPORATION AND ONE EX-OFFICIO MEMBER OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE THE GENERAL SUPERVISION OF THE AFFAIRS OF THE CORPORATION BETWEEN REGULAR BUSINESS MEETINGS OF THE BOARD, MAKE RECOMMENDATIONS TO THE BOARD, AND PERFORM SUCH OTHER DUTIES AS ARE SPECIFIED IN THESE BYLAWS. THE EXECUTIVE COMMITTEE SHALL BE SUBJECT TO THE ORDERS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL FIX THE HOUR AND PLACE OF ITS MEETINGS. SPECIAL MEETINGS OF THE EXECUTIVE COMMITTEE MAY BE CALLED BY THE PRESIDENT AND SHALL BE CALLED UPON THE WRITTEN REQUEST OF THREE (3) MEMBERS OF THE EXECUTIVE COMMITTEE. THE COMMITTEE MET 5 TIMES DURING THE YEAR.