UNDERWOOD FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNDERWOOD FAMILY CHARITABLE FOUNDATION (EIN 77-0456013)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-21
- IRS object ID
- 201330809349100603
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-21T12:31:24-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952700363 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Ahlstrand CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 Hill Road | AddressLine1 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 931082815 | 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 | 770456013 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNDERWOOD FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNDE | NameControl |
| Phone | 5623664547 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 E Bay Shore Walk | AddressLine1 |
| City | Long Beach | City |
| State | CA | State |
| ZIP Code | 908035635 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William Underwood | Name |
| Title | President | Title |
| Phone | 5625664547 | Phone |
| Date Signed | 2013-03-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT AHLSTRAND | Name |
| PTIN | P00762627 | PTIN |
| Phone | 8059696373 | Phone |
| Date Prepared | 2013-03-21 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 269609 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1250 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 6416 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6416 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 7666 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6416 | 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 | 1250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 300 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1550 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 150 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 6475 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 6475 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 8025 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 150 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 6475 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -359 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6266 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 1 | CashEOY |
| Cash EOYFMV | 1 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 3394 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3034 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3034 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 154875 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 154875 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 266574 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 158269 | TotalAssetsBOY |
| Total Assets EOY | 157910 | TotalAssetsEOY |
| Total Assets EOYFMV | 269609 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 158269 | RetainedEarningsBOY |
| Retained Earnings EOY | 157910 | RetainedEarningsEOY |
| Total Net Assets BOY | 158269 | TotalNetAssetsBOY |
| Total Net Assets EOY | 157910 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 158269 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 157910 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 158269 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -359 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 157910 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 157910 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2760 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 18775 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.147004 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3770 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 15177 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.248402 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 9853 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6013 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.638616 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5925 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 17100 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.346491 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 10023 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 19576 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.512004 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.892517 | TotalDistributionRatio |
| Average Distribution Ratio | 0.578503 | AverageDistributionRatio |
| Net Noncharitable Assets | 20574 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 11902 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 63 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 11965 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 6475 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 125 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 125 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 125 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 125 | TaxDue |
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 | 0 | 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 | None | WebsiteAddress |
| Books In Care Of Person Name | Robert Ahlstrand CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8059696373 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 Hill Road | AddressLine1 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 93108 | 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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Corinne Underwood | ||||||||
| 1553 Oramas Road | Santa Barbara | CA | 93103 | Vice President | 10.00 | 0 | 0 | 0 |
| William Underwood | ||||||||
| 6200 Bayshore Walk | Long Beach | CA | 908035635 | President | 10.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| William Underwood | 6200 E Bay Shore Walk | Long Beach | CA | 90803 | President | 10.00 | 0 | 0 | 0 |
| Corinne Underwood | 1553 Oramas Road | Santa Barbara | CA | 93103 | Vice President | 10.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Robert Ahlstrand CPA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 Hill Road | AddressLine1 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 93108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | Income Tax Preparation | TypeOfService |
| Compensation | 1250 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 20619 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 268 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 20887 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 20887 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 313 | CashDeemedCharitable |
| Net Noncharitable Assets | 20574 | NetNoncharitableAssets |
| Minimum Investment Return | 1029 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1029 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 125 | TaxBasedOnInvestmentIncome |
| Total Tax | 125 | TotalTax |
| Distributable Amount Before Adj | 904 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 904 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 904 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 6475 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 6475 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 6475 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 904 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 9137 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 5195 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9644 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3099 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1923 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 28998 | TotalExcessDistriCarryover |
| Qualifying Distributions | 6475 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 904 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5571 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 34569 | 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 | 9137 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 25432 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5195 | ExcessFromYear4 |
| Excess From Year3 | 9644 | ExcessFromYear3 |
| Excess From Year2 | 3099 | ExcessFromYear2 |
| Excess From Year1 | 1923 | ExcessFromYear1 |
| Excess From Current Year | 5571 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Salvation Army | |||||||
| 4849 Hollister Ave | Santa Barbara | CA | 93110 | none | Public Charity | Public Charity Support | $400 |
| Amnerican Lung Association | |||||||
| 424 Pendelton Way | Oakland | CA | 94621 | none | Public Charity | Public Charity Support | $200 |
| Doctors Without Borders | |||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | none | Public Charity | Public Charity Support | $200 |
| Easter Seals | |||||||
| 10730 Henderson Road | Ventura | CA | 93004 | none | Public Charity | Public Charity Support | $150 |
| KDB Santa Barbara Foundation | |||||||
| 414 E Cota St | Santa Barbara | CA | 93190 | none | Public Charity | Public Charity Support | $300 |
| S Barbara Birth Center | |||||||
| 2958 State Street | Santa Barbara | CA | 93105 | none | Public Charity | Public Charity Support | $200 |
| Santa Barbara Youth Foundation | |||||||
| Harbor Way | Santa Barbara | CA | 93109 | none | Public Charity | Public Charity Support | $100 |
| March of Dimes | |||||||
| 101 Montgomery Street-Ste 300 | San Francisco | CA | 94104 | none | Public Charity | Public Charity Support | $100 |
| Catholic Charities of SB | |||||||
| 609 E Haley Street | Santa Barbara | CA | 93101 | none | Public Charity | Public Charity Support | $300 |
| Public Broadcasting of Southern California | |||||||
| 401 Ninth St NW | Washington | DC | 20004 | none | Public Charity | Public Charity Support | $200 |
| Santa Barbara Maritime Museum | |||||||
| 113 Harbor Way | Santa Barbara | CA | 93109 | none | Public Charity | Public Charity Support | $2,125 |
| Santa Barbara Foodbank | |||||||
| 4554 Hollister Ave | Santa Barbara | CA | 93110 | none | Public Charity | Public Charity Support | $600 |
| Palm Desert Sister Cities FDTN | |||||||
| 1111 Chapala St | Santa Barbara | CA | 93101 | none | Public Charity | Public Charity Support | $1,000 |
| Santa Barbara Rescue Mission | |||||||
| 535 E Yanonali St | Santa Barbara | CA | 93103 | none | Public Charity | Public Charity Support | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 6475 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 6416 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 6416 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6416 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumber |
| Relationship Statement | Dividends on Honeywell Corporation common shares | RelationshipStatement |
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 | Income Tax Preparation | Category |
| Amount | $1,250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Publicly Held Stocks | NameOfStock |
| EOY Book Value | 154875 | EOYBookValue |
| EOYFMV | 266574 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Corporate Compliance Center | 150 | 0 | 0 |
| UBS Fee | 150 | 150 | 0 |