LOOKER FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LOOKER FOUNDATION (EIN 77-0397495)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-27
- IRS object ID
- 201132709349100603
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-27T16:33:56-07:00 | 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 | Christy Snyder Bradley CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 S Lake Ave Suite 435 | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91101 | 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 | 770397495 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOOKER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOOK | NameControl |
| Phone | 3233224719 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1591 E El Segundo Blvd | AddressLine1 |
| City | El Segundo | City |
| State | CA | State |
| ZIP Code | 92045 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT L LOOKER | Name |
| Title | President | Title |
| Date Signed | 2011-09-27 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Christy Snyder Bradley | Name |
| Phone | 6264498118 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 4904652 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1667 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1667 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 60444 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 60444 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -151683 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1500899 | GrossSalesPrice |
| Other Income Rev And Expnss | 6309 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 6309 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | -83263 | TotalRevenueAndExpenses |
| Total Net Investment Income | 68420 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 8422 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 8422 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 11500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 11500 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 29218 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 29218 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 427 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 427 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 375 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 375 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 512 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 512 | TravConfMeetingNetInvstIncm |
| Other Expenses Rev And Expnss | 15010 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15010 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 65464 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 65464 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 220500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 220500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 285964 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 65464 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 220500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -369227 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2956 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 52929 | CashBOY |
| Cash EOY | 31081 | CashEOY |
| Cash EOYFMV | 31081 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 231621 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 107057 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 107057 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Rcvbl BOY | 40681 | OtherNotesAndLoansRcvblBOY |
| Prepaid Expenses BOY | 18800 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 3000 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 3000 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 2498925 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2320098 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2611825 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 2803073 | InvestmentsOtherBOY |
| Investments Other EOY | 2815932 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2150692 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 2560 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1563 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 1355 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 997 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 997 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 5647384 | TotalAssetsBOY |
| Total Assets EOY | 5278165 | TotalAssetsEOY |
| Total Assets EOYFMV | 4904652 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 1175 | AccountsPayableBOY |
| Accounts Payable EOY | 1175 | AccountsPayableEOY |
| Total Liabilities BOY | 1175 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1175 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 5646209 | RetainedEarningsBOY |
| Retained Earnings EOY | 5276990 | RetainedEarningsEOY |
| Total Net Assets BOY | 5646209 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5276990 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5647384 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5278165 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5646209 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -369227 | ExcessOfRevenueOverExpenses |
| Other Increases | 8 | OtherIncreases |
| Subtotal | 5276990 | Subtotal |
| Total Net Assets Fund Balances EOY | 5276990 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (33 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| FORESTER PARTNERS L.P.-STCG DISTRIBUTION | P | 2010-01-01 | 2010-12-31 | 2779 | 2779 | 2779 | |
| FORESTER PARTNERS L.P.-LTCG DISTRIBUTION | P | 2008-01-01 | 2010-12-31 | 19417 | 19417 | 19417 | |
| WTS HENDERSON LAND | P | 2008-01-01 | 2010-10-31 | 163 | 163 | 163 | |
| DEUTSCHE BANK - SEE SCHEDULE ATTACHED | P | 2006-12-19 | 2010-09-20 | 686026 | -123672 | -123672 | 809698 |
| DEUTSCHE BANK - SEE SCHEDULE ATTACHED | P | 2010-04-28 | 2010-09-20 | 79860 | -12896 | -12896 | 92756 |
| CONTANGO OIL & GAS INC - ADJ BASIS | P | 2008-01-01 | 2010-12-31 | -506 | -506 | 506 | |
| 80 SH CONTANGO OIL & GAS INC | P | 2008-01-01 | 2010-12-27 | 787 | 419 | 419 | 368 |
| 805 SH CONTANGO OIL & GAS INC | P | 2008-01-01 | 2010-11-19 | 46397 | 2011 | 2011 | 44386 |
| 125 SH MC CORMICK & CO | P | 2008-01-01 | 2010-11-12 | 5569 | 1323 | 1323 | 4246 |
| 360 SH CONTANGO OIL & GAS INC | P | 2008-01-01 | 2010-10-14 | 18582 | -1268 | -1268 | 19850 |
| 2,182 SH SONDE RESOURCES CORP | P | 2008-01-01 | 2010-10-12 | 6492 | -27429 | -27429 | 33921 |
| 1,595 SH BROADRIDGE FINANCIAL SOLUTIONS | P | 2008-01-01 | 2010-09-17 | 35906 | 4752 | 4752 | 31154 |
| 1,395 SH JOHNSON & JOHNSON | P | 2008-01-01 | 2010-08-04 | 80853 | -11581 | -11581 | 92434 |
| 7,080 SH CANADIAN SUPERIOR ENERGY | P | 2008-01-01 | 2010-05-04 | 4096 | -17917 | -17917 | 22013 |
| 185 sh CONTANGO OIL & GAS INC | P | 2008-01-01 | 2010-04-14 | 10222 | 22 | 22 | 10200 |
| 11,694 sh ANGIOTECH | P | 2008-01-01 | 2010-03-08 | 11755 | -10657 | -10657 | 22412 |
| 5,200 sh ANGIOTECH | P | 2008-01-01 | 2010-03-05 | 4946 | -11564 | -11564 | 16510 |
| 6,400 sh ANGIOTECH | P | 2008-01-01 | 2010-03-04 | 6168 | -14152 | -14152 | 20320 |
| 4,000 SH ANGIOTECH | P | 2008-01-01 | 2010-02-26 | 3870 | -8628 | -8628 | 12498 |
| 5,581 SH ANGIOTECH | P | 2008-01-01 | 2010-02-24 | 5539 | -11524 | -11524 | 17063 |
| 2,010 SH SEABRIDGE GOLD INC | P | 2008-01-01 | 2010-02-19 | 47741 | 8962 | 8962 | 38779 |
| 1,800 SH SEABRIDGE GOLD INC | P | 2008-01-01 | 2010-02-17 | 45709 | 13951 | 13951 | 31758 |
| 1,000 SH ANGIOTECH | P | 2008-01-01 | 2010-02-17 | 952 | -2105 | -2105 | 3057 |
| KRAFT FOODS - CASH IN LIEU | P | 2008-01-01 | 2010-02-12 | 14 | 14 | 14 | |
| 2,580 SH CADBURY PLC ADR | P | 2008-01-01 | 2010-02-12 | 137157 | 47332 | 47332 | 89825 |
| LIVE NATION - CASH IN LIEU | P | 2008-01-01 | 2010-01-29 | 7 | 7 | 7 | |
| 3,900 SH ISHARES TRUST S & P LATIN AMER 40 INDX | P | 2010-09-24 | 2010-12-07 | 207252 | 15741 | 15741 | 191511 |
| 113 SH WALT DISNEY CO | P | 2008-11-24 | 2010-03-02 | 3581 | 1056 | 1056 | 2525 |
| 1,135 SH RRI ENERGY INC | P | 2006-12-01 | 2010-05-12 | 4777 | -10662 | -10662 | 15439 |
| 319 SH NASDAQ OMX GROUP | P | 2006-12-21 | 2010-05-04 | 6531 | -4183 | -4183 | 10714 |
| 10 SH LEUCADIA NATIONAL CORP | P | 2006-12-21 | 2010-04-08 | 254 | -32 | -32 | 286 |
| 486 SH LEUCADIA NATIONAL CORP | P | 2006-02-04 | 2010-04-08 | 12368 | -1077 | -1077 | 13445 |
| 129 SH CARNIVAL CORP | P | 2008-09-04 | 2010-05-12 | 5129 | 221 | 221 | 4908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -151683 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 332147 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4320526 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.07688 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 373000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6653769 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05606 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 211875 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7854802 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.02697 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 367555 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7142997 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05146 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 165700 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6648144 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.02492 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.23629 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04726 | AverageDistributionRatio |
| Net Noncharitable Assets | 4500668 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 212693 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 30 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 212723 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 220500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 30 | InvestmentIncomeExciseTax |
| Subtotal | 30 | Subtotal |
| Tax Based On Investment Income | 30 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3000 | TotalCreditsAndPayments |
| Overpayment | 2970 | Overpayment |
| Amount Credited To Next Year | 2970 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROB LOOKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3233224719 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1591 E EL SEGUNDO BLVD | AddressLine1 |
| City | EL SEGUNDO | City |
| State | CA | State |
| ZIP Code | 92045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| BLAIR LOOKER | ||||||
| 1591 E EL SEGUNDO BLVD | EL SEGUNDO | CA | 92045 | Treasurer | 3.00 | 0 |
| ROBERT L LOOKER | ||||||
| 1591 E EL SEGUNDO BLVD | EL SEGUNDO | CA | 92045 | President | 3.00 | 0 |
| MARY LOOKER | ||||||
| 1591 EL SEGUNDO BLVD | EL SEGUNDO | CA | 92045 | Vice President | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2509354 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 58554 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2001298 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4569206 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 4569206 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 68538 | CashDeemedCharitable |
| Net Noncharitable Assets | 4500668 | NetNoncharitableAssets |
| Minimum Investment Return | 225033 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 225033 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 30 | TaxBasedOnInvestmentIncome |
| Total Tax | 30 | TotalTax |
| Distributable Amount Before Adj | 225003 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 225003 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 225003 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 220500 | ExpensesAndContributions |
| Qualifying Distributions | 220500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 30 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 220470 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 225003 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 216021 | UndistributedIncomePriorYear |
| Qualifying Distributions | 220500 | QualifyingDistributions |
| Applied To Year1 | 216021 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4479 | AppliedToCurrentYear |
| Undistributed Income CY | 220524 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| GOLETA EDUCATION FUND | |||||||
| P O BOX 1177 | GOLETA | CA | 93116 | NONE | PUBLIC | VIOLIN MUSIC PROGRAM | $2,500 |
| LOS ANGELES REGIONAL FOODBANK | |||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | NONE | 501C3 | GENERAL SUPPORT OF FOOD BANK. | $3,100 |
| PORTLAND HOMELESS FAMILY SOLUTIONS | |||||||
| 1838 SW JEFFERSON | PORTLAND | OR | 97201 | NONE | PUBLIC | SUPPORT FOOD BANK PROGRAM. | $250 |
| DARFUR STOVE PROJECT | |||||||
| 2150 ALSTON WAY 3W | BERKELEY | CA | 94704 | NONE | PUBLIC | SUPPORT WOMEN'S EDUCATION PROGRAM IN SUDAN. | $2,500 |
| SANTA BARBARA YOUTH PERFORMING ARTS | |||||||
| PO BOX 21046 | SANTA BARBARA | CA | 93121 | NONE | PUBLIC | RENT SUBSIDY GRANT PROGRAM. | $5,000 |
| ST ANTHONY'S FOUNDATION | |||||||
| 150 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC | FOOD BANK PROGRAM. | $250 |
| TETON SCIENCE SCHOOLS | |||||||
| 700 COYOTE CANYON RD | JACKSON | WY | 83001 | NONE | PUBLIC | SUPPORT RESCUE EDUCATION PROGRAM. | $5,000 |
| ASAP ANIMAL SHELTER | |||||||
| 5473 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | NONE | PUBLIC | GENERAL PROGRAM FUNDING. | $250 |
| EDIBLE SCHOOLYARDCHEZ PANISSE FOUND | |||||||
| 1517 SHATLUCK AVE | BERKELEY | CA | 94709 | NONE | PUBLIC | SUPPORT GENERAL PROGAM. | $250 |
| SANTA MONICA ARTS FOUNDATIONGLOW - | |||||||
| 1437 FOURTH STREET 310 | SANTA MONICA | CA | 90401 | NONE | PUBLIC | SUPPORT GLOW EVENT AND GENERAL PROGRAM. | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE 2ND FLOOR | NEW YOR | NY | 10001 | NONE | PUBLIC | HAITI RELIEF. | $5,000 |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PUBLIC | GENERAL SUPPORT FOR HAITI RELIEF. | $7,000 |
| STATE STREET BALLET | |||||||
| 2285 LAS POSITAS RD | SANTA BARBARA | CA | 93105 | NONE | PUBLIC | PARTIALLY FUND A BALLET PRODUCTION. | $5,000 |
| HELP OF OJAI INC | |||||||
| P O BOX 621 | OJAI | CA | 93024 | NONE | PUBLIC | FOR FOOD BANK FUND. | $11,250 |
| BROTHER BENNO'S CENTER | |||||||
| 3260 PRODUCTION AVE | OCEANSIDE | CA | 92058 | NONE | PUBLIC | GENERAL SUPPORT OF FOOD BANK PROGRAM. | $6,000 |
| NO LIMITS | |||||||
| 9801 WASHINGTON BLVD | CULVER CITY | CA | 90232 | NONE | PUBLIC | SUPPORT GENERAL PROGRAM. | $6,000 |
| ISLA VISTA SCHOOL | |||||||
| 6875 EL COLEGIO RD | ISLA VISTA | CA | 93117 | NONE | PUBLIC | FOOD BANK DRIVE AND HOLIDAY CLOTHES DRIVE. | $500 |
| MEALS ON WHEELS | |||||||
| P O BOX 7821 | LA VERNE | CA | 91750 | NONE | PUBLIC | GENERAL USE FUND. | $1,000 |
| ST MARGARET'S CENTER | |||||||
| 10217 INGLEWOOD AVE | LENNOX | CA | 90304 | NONE | PUBLIC | GENERAL USE FUND AND SUPPORT OR FOOD BANK. | $12,000 |
| LOYOLAMARYMOUNT UNIVERSITY | |||||||
| 1 LMU DRIVE 100 | LOS ANGELES | CA | 90045 | NONE | PUBLIC | SUPPORT FOR ARTSMART PROGRAMS. | $17,000 |
| SCHOOL ON WHEELS | |||||||
| 28128 PACIFIC COAST HWY 192 | MALIBU | CA | 90265 | NONE | PUBLIC | GENERAL SUPPORT TO EDUCATIONAL PROGRAMS. PROVIDE UNIFORMS AND SUPPLIES AND FUND FIELD TRIPS. | $6,300 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | GENERAL USE FUND TO PROVIDE SERVICES TO INDIGENT | $250 |
| ART FROM SCRAP | |||||||
| 302 EAST COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | PROVIDE FUNDS FOR ART EDUCATION PROGRAM IN SANTA BARBARA COUNTY. | $6,500 |
| LAND TRUST FOR SB COUNTY | |||||||
| P O BOX 91830 | SANTA BARBARA | CA | 93190 | NONE | PUBLIC | GENERAL PROGRAM FUNDS TO ACQUIRE AND PROTECT PROPERTIES IN SANTA BARBARA COUNTY. | $3,750 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 5655 COLLEGE AVE | OAKLAND | CA | 94618 | NONE | PUBLIC | GENERAL PROGRAM FUNDS TO PROVIDE LEGAL COUNSEL ON VARIOUS ENVIRONMENTAL ISSUES. | $16,250 |
| FOOD BANK OF SANTA BARBARA | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PUBLIC | GENERAL FUNDS FOR FOOD ASSISTANCE IN THE COMMUNITY. | $4,100 |
| PEOPLE'S SELF HELP HOUSING | |||||||
| 26 E VICTORIA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | BUILDING FUND DONATION. | $20,000 |
| ENVIRONMENTAL DEFENSE CENTER | |||||||
| 906 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | CONTRIBUTION TO THE OPERATING FUND OF ORGANIZATION WHICH PROVIDES LEGAL ASSISTANCE ON BEHALF OF ENVIRONMENTAL ISSUES. | $13,000 |
| ST JOSEPH'S CENTER | |||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | NONE | PUBLIC | GENERAL USE FUND AND SUPPORT OF FOOD BANK. | $15,500 |
| WHEELS FOR HUMANITY | |||||||
| 12750 RAYMER STREET 4 | NORTH HOLLYWOOD | CA | 91605 | NONE | PUBLIC | GENERAL EXPANSION FUND. | $30,000 |
| SKOWHEGAN SCHOOL | |||||||
| 200 PARK AVE SOUTH 1116 | NEW YORK | NY | 10003 | NONE | PUBLIC | GENERAL USE FUND. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 220500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,667 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $60,444 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,309 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$151,683 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$83,263 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -83263 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $11,500 | Amount |
| Net Investment Income | 11500 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | RateRate | Current Year ExpenseCurrentYearExpense | LifeLife |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2008-06-15 | 2046 | 793 | 57 | 0.1749 | 358 | |
| LASER JET PRINTER | 2007-08-21 | 451 | 412 | 92 | 17 | 3.0000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| Machinery and Equipment | 514 | 412 | 102 | 102 |
| Furniture and Fixtures | 2046 | 1151 | 895 | 895 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $8,422 | Amount |
| Net Investment Income | 8422 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| OUTSIDE SERVICES | 7332 | 7332 |
| OFFICE EXPENSE | 156 | 156 |
| MEETING EXPENSES | 896 | 896 |
| DUES & MEMBERSHIPS | 1000 | 1000 |
| BANK SERVICE FEE | 527 | 527 |
| ADMINISTRATIVE EXPENSES | 5099 | 5099 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 6309 | RevenueAndExpensesPerBooks |
| Net Investment Income | 6309 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TAX-EXEMPT DIVIDEND INCOME | $2 |
| ADJUSTMENT TO UNREALIZED APPRECIATION OF INVESTMENTS | $6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $29,218 | Amount |
| Net Investment Income | 29218 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES WITHHELD | $417 | 417 |
| CALIF FRANCHISE TAX BOARD | $10 | 10 |