SANTA MARIA VALLEY YMCA FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: SANTA MARIA VALLEY YMCA FOUNDATION (EIN 77-0472736)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-07-27
IRS object ID: 201132089349100008
Schema version: 2010v3.2
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
Investments Other Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-07-27T15:28:49-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MCDERMOTT & APKARIAN LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	241 SOUTH BROADWAY 201	AddressLine1
City	ORCUTT	City
State	CA	State
ZIP Code	93455	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	770472736	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SANTA MARIA VALLEY YMCA FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SANT	NameControl
Phone	8059258729	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	241 S BROADWAY STREET NO 201	AddressLine1
City	ORCUTT	City
State	CA	State
ZIP Code	934554659	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MARK CLARKE	Name
Title	PRESIDENT	Title
Phone	8059258729	Phone
Date Signed	2011-06-09	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	PATRICK D MCDERMOTT CPA	Name
Phone	8059258729	Phone
Date Prepared	2011-06-09	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2010	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	234806	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	11373	DividendsRevAndExpnss
Dividends Net Invst Incm	11373	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1083	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	11374	TotalRevenueAndExpenses
Total Net Investment Income	11374	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
Taxes Rev And Expnss	11	TaxesRevAndExpnss
Taxes Net Invst Incm	11	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	2066	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	2066	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	2077	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	2077	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	9024	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	9024	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	11101	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	2077	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	9024	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	273	ExcessOfRevenueOverExpenses
Net Investment Income	9297	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	50631	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	24767	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	24767	SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable	24776	OtherNotesAndLoansReceivable
Allwnc For Dbtfl Acct Other Rcvbl	0	AllwncForDbtflAcctOtherRcvbl
Other Notes And Loans Rcvbl BOY	31559	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	24776	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	24776	OtherNotesAndLoansRcvblEOYFMV
Investments Other BOY	164915	InvestmentsOtherBOY
Investments Other EOY	197835	InvestmentsOtherEOY
Investments Other EOYFMV	185263	InvestmentsOtherEOYFMV
Total Assets BOY	247105	TotalAssetsBOY
Total Assets EOY	247378	TotalAssetsEOY
Total Assets EOYFMV	234806	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	247105	RetainedEarningsBOY
Retained Earnings EOY	247378	RetainedEarningsEOY
Total Net Assets BOY	247105	TotalNetAssetsBOY
Total Net Assets EOY	247378	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	247105	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	247378	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	247105	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	273	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	247378	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	247378	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	60.00 SHARES MAULIFE FINL CORP	DescriptionOfAsset
How Acquired	D	HowAcquired
Date Acquired	2009-12-22	DateAcquired
Date Sold	2010-03-04	DateSold
Gross Sales Price	1083	GrossSalesPrice
Cost Or Other Basis	1082	CostOrOtherBasis
Gain Or Loss	1	GainOrLoss
Gains Minus Excess Or Losses	1	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	1	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	8415	QualifyingDistributionsYear1
Noncharitable Assets Year1	168949	NoncharitableAssetsYear1
Distribution Ratio Year1	0.049808	DistributionRatioYear1
Qualifying Distributions Year2	11318	QualifyingDistributionsYear2
Noncharitable Assets Year2	187992	NoncharitableAssetsYear2
Distribution Ratio Year2	0.060205	DistributionRatioYear2
Qualifying Distributions Year3	6612	QualifyingDistributionsYear3
Noncharitable Assets Year3	205902	NoncharitableAssetsYear3
Distribution Ratio Year3	0.032112	DistributionRatioYear3
Qualifying Distributions Year4	3867	QualifyingDistributionsYear4
Noncharitable Assets Year4	199042	NoncharitableAssetsYear4
Distribution Ratio Year4	0.019428	DistributionRatioYear4
Qualifying Distributions Year5	7112	QualifyingDistributionsYear5
Noncharitable Assets Year5	197874	NoncharitableAssetsYear5
Distribution Ratio Year5	0.035942	DistributionRatioYear5
Total Distribution Ratio	0.197495	TotalDistributionRatio
Average Distribution Ratio	0.039499	AverageDistributionRatio
Net Noncharitable Assets	196248	NetNoncharitableAssets
Adjusted Noncharitable Assets	7752	AdjustedNoncharitableAssets
One Percent Net Investment Income	93	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	7845	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	9024	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	93	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	93	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	93	TaxBasedOnInvestmentIncome
Total Credits And Payments	0	TotalCreditsAndPayments
Tax Due	93	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	N/A	WebsiteAddress
Books In Care Of Person Name	MCDERMOTT APKARIAN LLP	BooksInCareOfPersonName
Books In Care Of Phone Number	8059258729	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	241 SOUTH BROADWAY SUITE 201	AddressLine1
City	ORCUTT	City
State	CA	State
ZIP Code	934554659	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 (3 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
MARK CLARKE
671 ANTLER RIDGE WAY	SANTA MARIA	CA	93455	PRESIDENT	10.00	0	0	0
JOEL BYARS
5845 ELKHORN LANE	SANTA MARIA	CA	93455	SECRETARY	8.00	0	0	0
PATRICK MCDERMOTT
241 S BROADWAY ST STE 201	ORCUTT	CA	93455	TREASURER	8.00	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	166749	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	32488	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	199237	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	199237	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	2989	CashDeemedCharitable
Net Noncharitable Assets	196248	NetNoncharitableAssets
Minimum Investment Return	9812	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	9812	MinimumInvestmentReturn
Tax Based On Investment Income	93	TaxBasedOnInvestmentIncome
Total Tax	93	TotalTax
Distributable Amount Before Adj	9719	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	9719	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	9719	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	9024	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	9024	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	93	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	8931	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	9719	DistributableAmountAsAdjusted
Undistributed Income Prior Year	7941	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	9024	QualifyingDistributions
Applied To Year1	7941	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	1083	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	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	8636	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GRANTS TO SANTA MARIA VALLEY YMCA	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	3400 SKYWAY DR	AddressLine1
City	SANTA MARIA	City
State	CA	State
ZIP Code	93458	ZIPCode

Field	Value	IRS element (for citing)
Purpose Of Grant Or Contribution	TO DEFRAY OPERATING COSTS	PurposeOfGrantOrContribution
Amount	$9,024	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	9024	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	$11,373	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	1	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$11,373	ExclusionAmount
Related Or Exempt Function Income	1	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	11374	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Field	Value	IRS element (for citing)
Line Number	1	LineNumber
Relationship Statement	THE FOUNDATION SUPPORTS THE SANTA MARIA VALLEY YMCA BY ATTRACTING AND MANAGING FUNDS FOR THE BENEFIT OF THAT ORGANIZATION.	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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
MUTUAL FUNDS	AT COST	197835	185263
STOCK INVESTMENTS	FMV	0	0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
INSURANCE	1465	1465
BANK CHARGES	151	151
PROFESSIONAL FEES	450	450

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FRANCHISE TAX	$10	10	0
FOREIGN TAX PAID	$1	1	0