PERFORMING ARTS SCHOLARSHIP FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: PERFORMING ARTS SCHOLARSHIP FOUNDATION (EIN 95-3757549)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-05
IRS object ID: 201323099349301632
Schema version: 2012v2.0
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
Schedule A
Schedule B
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-05T13:56:40-08:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HOWARD HUDSON & CO CPA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	225 E CARRILLO ST STE 300	AddressLine1
City	SANTA BARBARA	City
State	CA	State
ZIP Code	931017167	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	953757549	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	PERFORMING ARTS SCHOLARSHIP FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	PERF	NameControl
Phone	8058980941	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 5575	AddressLine1
City	SANTA BARBARA	City
State	CA	State
ZIP Code	93108	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DEBORAH BERTLING	Name
Title	PRESIDENT	Title
Phone	8058980941	Phone
Date Signed	2013-11-05	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	HOWARD HUDSON	Name
Phone	8059634447	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	DEBORAH BERTLING	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 5575	AddressLine1
City	SANTA BARBARA	City
State	CA	State
ZIP Code	93108	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	580813	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.pasfsb.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1982	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	PROVIDING GRANTS TO VITAL LOCAL PERFORMING ARTS GROUPS FOR THE PURPOSE OF EXPANDING PROGRAM TO OFFER MUSIC EDUCATIONAL OPPORTUNITIES TO STUDENTS IN AREA. IN ADDITION, THE ORGANIZATION PROVIDES SCHOLARSHIPS TO YOUNG MUSICIANS IN AREA.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	12	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	12	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	10	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	17830	ContributionsGrantsPriorYear
Contributions Grants Current Year	20960	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	109158	InvestmentIncomePriorYear
Investment Income Current Year	142090	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-107111	OtherRevenuePriorYear
Other Revenue Current Year	36105	OtherRevenueCurrentYear
Total Revenue Prior Year	19877	TotalRevenuePriorYear
Total Revenue Current Year	199155	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	62550	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	62700	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	18009	OtherExpensePriorYear
Other Expenses Current Year	25857	OtherExpensesCurrentYear
Total Expenses Prior Year	80559	TotalExpensesPriorYear
Total Expenses Current Year	88557	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-60682	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	110598	RevenuesLessExpensesCY
Total Assets BOY	1530800	TotalAssetsBOY
Total Assets EOY	1641398	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1530800	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1641398	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	PROVIDING GRANTS TO VITAL LOCAL	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	39700	Expense
Grants	39700	Grants
Description	GRANTS TO NON-PROFIT PERFORMING ARTS ORGANIZATIONS	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	23000	Expense
Description	SCHOLARSHIPS FOR AWARD WINNING MUSICIANS	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	6027	Expense
Description	OPERATIONS ENABLING AUDITIONS FOR GRANTS	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	1296	Expense
Description	OTHER EXEMPT PURPOSE EXPENSES	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	1296	TotalOfOtherProgramServiceExp
Total Program Service Expense	70023	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	12	NbrVotingGoverningBodyMembers
Number Independent Voting Members	12	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	ROSALIND AMORTEGUY	NamePerson
Telephone Number	8059692096	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	178 CORONADA CIRCLE SANTA	AddressLine1
City	BARBARA	City
State	CA	State
ZIP Code	93108	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
DEBORAH M BERTLING
PRESIDENT	2.00	X	0	0	0
MARJORIE GIES
VICE PRESIDENT	1.00	X	0	0	0
ROSALIND AMORTEGUY
TREASURER	1.00	X	0	0	0
BARBARA H BURGER
DIRECTOR	0.00	X	0	0	0
BERNARD GONDOS
DIRECTOR	0.00	X	0	0	0
HOWARD HUDSON
DIRECTOR	0.00	X	0	0	0
DAVID KUEHN
SECRETARY	0.00	X	0	0	0
SUSAN KUEHN
DIRECTOR	0.00	X	0	0	0
ELIZABETH MOSHER
DIRECTOR	0.00	X	0	0	0
DAVID MCKEE
DIRECTOR	0.00	X	0	0	0
BRIDGET COLLEARY
DIRECTOR	0.00	X	0	0	0
PETER BERTLING
LEGAL ADVISOR	0.00	X	0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	20960	AllOtherContributions
Total Contributions	20960	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	62802	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	460946	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	381658	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	79288	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	79288	TotalRevenueColumn
Related Or Exempt Function Income	79288	RelatedOrExemptFunctionIncome

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	36105	TotalRevenueColumn
Related Or Exempt Function Income	36105	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	36105	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	199155	TotalRevenueColumn
Related Or Exempt Function Income	178195	RelatedOrExemptFunctionIncome

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	39700	Total
Program Services	39700	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	23000	Total
Program Services	23000	ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	15329	Total
Program Services	0	ProgramServices
Management And General	15329	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	488	Total
Program Services	0	ProgramServices
Management And General	488	ManagementAndGeneral
Fundraising	0	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	120	Total
Program Services	0	ProgramServices
Management And General	120	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	2591	Total
Program Services	1296	ProgramServices
Management And General	1295	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
AUDITION EXPENSE	6027	6027	0
CLERICAL ASSISTANCE	810	0	810
LICENSES	85	0	85
PRINTING	407	0	407

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	88557	Total
Program Services	70023	ProgramServices
Management And General	18534	ManagementAndGeneral
Fundraising	0	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	100233	BOY
EOY	69935	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	1430567	BOY
EOY	1571463	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1530800	BOY
EOY	1641398	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1530800	BOY
EOY	1641398	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1530800	BOY
EOY	1641398	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1530800	BOY
EOY	1641398	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	110598	ReconcilationRevenueExpenses
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	21536	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	18348	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	16236	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17830	CurrentTaxYearMinus1Year
Current Tax Year	20960	CurrentTaxYear
Total	94910	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	21536	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	18348	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	16236	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17830	CurrentTaxYearMinus1Year
Current Tax Year	20960	CurrentTaxYear
Total	94910	Total

Field	Value	IRS element (for citing)
Public Support Total170	94910	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	65913	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	33718	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	48684	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	69639	CurrentTaxYearMinus1Year
Current Tax Year	62802	CurrentTaxYear
Total	280756	Total

Field	Value	IRS element (for citing)
Total Support	375666	TotalSupport
Public Support Pertcentage170	0.25260	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.25890	PublicSupportPertcentPriorYear
Ten Percent Test Current Year	X	TenPercentTestCurrentYear
Public Support Total509	0	PublicSupportTotal509
Public Support Percentage509	0	PublicSupportPercentage509
Investment Income Percentage	0	InvestmentIncomePercentage
Facts And Circumstances Test	PT II LINE 17A: ALL REVENUE FROM INVESTMENT INCOME IS A RESULT OF GIFTS; RECEIVED FROM THE GENERAL PUBLIC AS DIRECTED BY THE; FOUNDER OF THE ORGANIZATION.;	FactsAndCircumstancesTest

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
SBYOUTH SYMPHONY
1900 STATE ST G	SANTA BARBARA	CA	93101	952104089	8000	GRANT
SBMUSIC & ARTS CONS
PO BOX 3004	SANTA BARBARA	CA	93105	770401233	8000	GRANT

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	2	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	SCHOLARSHIPS	TypeOfGrant
Number Of Recipients	17	NumberOfRecipients
Amount Of Cash Grant	23000	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Pt I Line 2	Identifier
Explanation	GRANTS TO SUPPORT YOUNG MUSICAL ARTISTS IN THE SANTA BARBARA	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI, Line 2	DAVID & SUSAN KUEHN ARE MARRIED AS ARE DEBORAH & PETER
	BERTLING DR. MARJORIE GIES IS THE DAUGHTER OF
	ROSALIND AMORTEGUY.
Pt VI, Line 11b	RETURN PRESENTED TO BOARD FOR REVIEW & COMMENT PRIOR
	TO FILING RETURN.
Pt VI, Line 15a	NO COMPENSATION PAID TO ANY OFFICERS OR OTHERS
Pt VI, Line 19	INFORMATION IS MADE AVAILABLE UPON REQUEST OF ANY
	MEMBER OF THE GENERAL PUBLIC
Form 990EZ, Part II, Line 24	U.S. TRUST A/C #5101005842947 1430567. 1571463.
Form 990, Part III, Line 4d	OTHER EXEMPT PURPOSE EXPENSES 1296. 0. 0.