VOS FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- VOS FAMILY FOUNDATION (EIN 77-0440191)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201301349349101525
- Schema version
- 2012v2.1
- 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 Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T12:58:06-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770076647 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAMITZ BROOKS NIGHTINGALE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770440191 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VOSF | NameControl |
| Phone | 8055693657 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 90409 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93190 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HUBERT VOS | Name |
| Title | OFFICER | Title |
| Phone | 8055693657 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN W MORRISSET | Name |
| PTIN | P00098748 | PTIN |
| Phone | 8059631837 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1571604 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 10894 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10894 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1649 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1649 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1649 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 12543 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12543 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2975 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1488 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1487 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6575 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 985 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 170 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 52 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 52 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9602 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2525 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1657 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 86650 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 86650 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 96252 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2525 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 88307 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -83709 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10018 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 274338 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 76460 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 76460 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1018963 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1133091 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1494118 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 990 | OtherAssetsBOY |
| Other Assets EOY | 1026 | OtherAssetsEOY |
| Other Assets EOYFMV | 1026 | OtherAssetsEOYFMV |
| Total Assets BOY | 1294291 | TotalAssetsBOY |
| Total Assets EOY | 1210577 | TotalAssetsEOY |
| Total Assets EOYFMV | 1571604 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 990 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 985 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 990 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 985 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1293301 | RetainedEarningsBOY |
| Retained Earnings EOY | 1209592 | RetainedEarningsEOY |
| Total Net Assets BOY | 1293301 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1209592 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1294291 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1210577 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1293301 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -83709 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1209592 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1209592 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 1649 | GrossSalesPrice |
| Gain Or Loss | 1649 | GainOrLoss |
| Gains Minus Excess Or Losses | 1649 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1649 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 180692 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1495873 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.120794 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 94122 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1134073 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.082995 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 118671 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1013480 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.117093 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 140744 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1542188 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.091263 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 102171 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1692106 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.060381 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.472526 | TotalDistributionRatio |
| Average Distribution Ratio | 0.094505 | AverageDistributionRatio |
| Net Noncharitable Assets | 1548472 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 146338 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 100 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 146438 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 88307 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 200 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 200 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 200 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1517 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1517 | TotalCreditsAndPayments |
| Overpayment | 1317 | Overpayment |
| Amount Credited To Next Year | 1317 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | HUBERT SUSAN VOS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8055693657 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 90409 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93190 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| HUBERT D VOS | ||||||||
| 800 VIA HIERBA | SANTA BARBARA | CA | 93110 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| SUSAN H VOS | ||||||||
| 800 VIA HIERBA | SANTA BARBARA | CA | 93110 | SECRETARY | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1378387 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 193666 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1572053 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1572053 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23581 | CashDeemedCharitable |
| Net Noncharitable Assets | 1548472 | NetNoncharitableAssets |
| Minimum Investment Return | 77424 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 77424 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 200 | TaxBasedOnInvestmentIncome |
| Total Tax | 200 | TotalTax |
| Distributable Amount Before Adj | 77224 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 77224 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 77224 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 88307 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 88307 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 88307 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 77224 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 59545 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 95564 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 186175 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 341284 | TotalExcessDistriCarryover |
| Qualifying Distributions | 88307 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 88307 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 77224 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 77224 | ExcessDistriCyovAppliedCY |
| Total Corpus | 352367 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 352367 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 77885 | ExcessFromYear2 |
| Excess From Year1 | 186175 | ExcessFromYear1 |
| Excess From Current Year | 88307 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HUBERT D VOS | ContributingManager |
| Contributing Manager | SUSAN H VOS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BRAILLE INSTITUTE | ||||||
| PO BOX 5411 | SANTA BARBARA | CA | 93150 | 501C3 | GENERAL PURPOSE | $250 |
| ENSEMBLE THEATRE CO | ||||||
| PO BOX 2307 | SANTA BARBARA | CA | 93120 | 501C3 | GENERAL PURPOSE | $10,000 |
| KAVLI INSTITUTE OF THEORETICAL PHYSICS | ||||||
| UCSB - KOHN HALL | SANTA BARBARA | CA | 93106 | 501C3 | GENERAL PURPOSE | $1,000 |
| LOTUSLAND | ||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | 501C3 | GENERAL PURPOSE | $500 |
| MARINE MAMMAL CENTER | ||||||
| PO BOX 1928 | SAUSALITO | CA | 94966 | 501C3 | GENERAL PURPOSE | $100 |
| MUSIC ACADEMY OF THE WEST | ||||||
| 1070 FAIRWAY DRIVE | SANTA BARBARA | CA | 93108 | 501C3 | GENERAL PURPOSE | $35,500 |
| PLANNED PARENTHOOD | ||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | 501C3 | GENERAL PURPOSE | $500 |
| PRINCETON UNIVERSITY | ||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | 501C3 | GENERAL PURPOSE | $1,300 |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | 501C3 | GENERAL PURPOSE | $200 |
| SB HISTORICAL SOCIETY | ||||||
| 136 EAST DE LA GUERRA ST | SANTA BARBARA | CA | 93101 | 501C3 | GENERAL PURPOSE | $100 |
| SB HUMANE SOCIETY | ||||||
| 5399 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | 501C3 | GENERAL PURPOSE | $225 |
| SB MUSEUM OF ART | ||||||
| 1130 STATE ST | SANTA BARBARA | CA | 93101 | 501C3 | GENERAL PURPOSE / FUND ART EDUCATION | $13,100 |
| SCHOLARSHIP FOUNDATION OF SB | ||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | 501C3 | GENERAL PURPOSE | $13,100 |
| VISITING NURSES & HOSPICE CARE | ||||||
| 222 E CANON PERDIDO | SANTA BARBARA | CA | 93101 | 501C3 | GENERAL PURPOSE | $1,000 |
| WESTOVER SCHOOL | ||||||
| PO BOX 847 | MIDDLEBURY | CT | 06762 | 501C3 | GENERAL PURPOSE | $100 |
| FOOD FROM THE HEART | ||||||
| PO BOX 3908 | SANTA BARBARA | CA | 93130 | 501C3 | GENERAL PURPOSE | $200 |
| ANIMAL SHELTER ASSISTANCE PROGRAM | ||||||
| PO BOX 357 | GOLETA | CA | 93116 | 501C3 | GENERAL PURPOSE | $100 |
| YOUNG AMERICA'S FOUNDATION | ||||||
| 110 ELDEN ST | HERNDON | VA | 20170 | 501C3 | GENERAL PURPOSE | $250 |
| CAMA | ||||||
| 2060 ALAMEDA PADRE SERRA SUITE 201 | SANTA BARBARA | CA | 93103 | 501C3 | GENERAL PURPOSE | $2,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | 501C3 | GENERAL PURPOSE | $225 |
| SANTA BARBARA BEEKEEPERS ASSOCIATION | ||||||
| 1503 W VALERIO ST | SANTA BARBARA | CA | 93101 | 501C3 | GENERAL PURPOSE | $200 |
| MARCH OF DIMES | ||||||
| 1755 CREEKSIDE OAKS DR | FRESNO | CA | 93722 | 501C3 | GENERAL PURPOSE | $100 |
| CALM | ||||||
| 1236 CHAPALA ST | SANTA BARBARA | CA | 93101 | 501C3 | GENERAL PURPOSE | $1,000 |
| STANFORD HOSPITAL | ||||||
| 300 PASTEUR DR | STANFORD | CA | 94305 | 501C3 | GENERAL PURPOSE | $500 |
| SB COTTAGE HOSPITAL | ||||||
| 320 W PUEBLO ST | SANTA BARBARA | CA | 93101 | 501C3 | GENERAL PURPOSE | $5,000 |
| PARALYZED VETERANS OF AMERICA | ||||||
| 5901 E SECENTH ST BLDG 150 R-204 | LONG BEACH | CA | 90822 | 501C3 | GENERAL PURPOSE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 86650 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,894 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,649 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $12,543 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12543 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAMITZ BROOKS NIGHTINGALE ET AL | Category |
| Amount | $2,975 | Amount |
| Net Investment Income | 1488 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1487 | DisbursementsCharitablePrps |
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: ___________________________________ | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (10 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| T ROWE PRICE EMERGING | 174240 | 179811 |
| BAIDU INC ADR | 236239 | 270783 |
| GOOGLE INC | 72641 | 141476 |
| ORACLE CORPORATION | 92256 | 149940 |
| MATTHEWS CHINA FUND | 116290 | 134405 |
| MATTHEWS PACIFIC TIGER | 146471 | 195524 |
| ISHARES MSCI EMRG MKT FD | 94599 | 133050 |
| AMAZON.COM INC | 97259 | 125435 |
| APPLE INC | 98295 | 159652 |
| T ROWE PRICE NEW ERA FUND | 4801 | 4042 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ACCRUED DIVIDEND INCOME RECEIVABLE | 967 | 1023 | 1023 |
| ACCRUED CAPITAL GAIN INCOME RECEIVABLE | 23 | 3 | 3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEES | Description |
| Revenue And Expenses Per Books | 52 | RevenueAndExpensesPerBooks |
| Net Investment Income | 52 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED FOREIGN TAXES | Description |
| BOY Book Value | 990 | BOYBookValue |
| EOY Book Value | 985 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $5,420 | 0 | 0 |
| FOREIGN TAXES | $985 | 985 | 0 |
| CAL FTB FEES | $10 | 0 | 10 |
| CA ATTORNEY GENERAL FEE | $160 | 0 | 160 |