2005 TOMCHIN FAM CHARITABLE TR: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- 2005 TOMCHIN FAM CHARITABLE TR (EIN 20-6708205)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-16
- IRS object ID
- 201143209349100214
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-16T18:38:11-08:00 | 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 | Annette Gomez CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9449 Balboa Avenue Suite 310 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 921234343 | 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 | 206708205 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2005 Tomchin Family Charitable Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | 2005 | NameControl |
| Phone | 8056465665 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 727 Lilac Drive | AddressLine1 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 93108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cheryl Tomchin | Name |
| Title | Trustee | Title |
| Date Signed | 2011-11-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Annette Gomez CPA | Name |
| Phone | 8586377230 | Phone |
| 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 | 5665093 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 33414 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 33414 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14176 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14176 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 35247 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 84385 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 35247 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 65858 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | -223501 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -223501 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | -140664 | TotalRevenueAndExpenses |
| Total Net Investment Income | -140664 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 65858 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 123 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 123 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3500 | AccountingFeesNetInvstIncm |
| Interest Rev And Expnss | 18307 | InterestRevAndExpnss |
| Interest Net Invst Incm | 18307 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 14 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 14 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 7290 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7290 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 29234 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 29234 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 500000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 500000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 529234 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 29234 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 500000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -669898 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 65858 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 561618 | CashBOY |
| Cash EOY | 145738 | CashEOY |
| Savings And Temp Cash Invst BOY | 830063 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 483415 | SavingsAndTempCashInvstEOY |
| Investments Other BOY | 4664969 | InvestmentsOtherBOY |
| Investments Other EOY | 4907599 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5665093 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 6056650 | TotalAssetsBOY |
| Total Assets EOY | 5536752 | TotalAssetsEOY |
| Total Assets EOYFMV | 5665093 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1888467 | CapitalStockBOY |
| Capital Stock EOY | 2038467 | CapitalStockEOY |
| Retained Earnings BOY | 4168183 | RetainedEarningsBOY |
| Retained Earnings EOY | 3498285 | RetainedEarningsEOY |
| Total Net Assets BOY | 6056650 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5536752 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6056650 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5536752 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6056650 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -669898 | ExcessOfRevenueOverExpenses |
| Other Increases | 150000 | OtherIncreases |
| Subtotal | 5536752 | Subtotal |
| Total Net Assets Fund Balances EOY | 5536752 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 35247 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 65858 | NetShortTermCapitalGainOrLoss |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Amount Credited To Next Year | 0 | 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 | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| 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 | Cheryl Tomchin | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8055653200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 727 Lilac Drive | AddressLine1 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 93108 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Cheryl Tomchin | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 772 Lilac Drive | AddressLine1 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 93108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 500000 | ExpensesAndContributions |
| Qualifying Distributions | 500000 | QualifyingDistributions |
| Adj Qualifying Distributions | 500000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 530500 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 504000 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1034500 | TotalExcessDistriCarryover |
| Qualifying Distributions | 500000 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Remaining Distri From Corpus | 500000 | RemainingDistriFromCorpus |
| Total Corpus | 1534500 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1534500 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 530500 | ExcessFromYear2 |
| Excess From Year1 | 504000 | ExcessFromYear1 |
| Excess From Current Year | 500000 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient RelationshipRecipientRelationship |
|---|---|---|---|---|---|---|---|
| Los Pares Forest Watch | |||||||
| PO Box 831 | Santa Barbara | CA | 93102 | Charity | Preserve and restore the forests, mountain streams, rolling hills, wetlands, coastal areas, and wildlife of this spectacular area | $5,000 | |
| Women's Economic Ventures | |||||||
| 333 S Salinas Street | Santa Barbara | CA | 93103 | Charity | Women - economic empowerment through training, counseling, & small business loans | $10,000 | |
| Wilderness Youth Project | |||||||
| 5386 Hollister Avenue Suite D | Santa Barbara | CA | 93111 | Charity | Children - outdoor skill & self-esteem development | $50,000 | |
| Union of Concerned Scientists | |||||||
| 2 Brattle Square | Cambridge | MA | 02238 | Charity | Environment - citizens and scientists for solutions | $15,000 | |
| Tree People | |||||||
| 12601 Mulholland Drive | Beverly Hills | CA | 90210 | Charity | Environmental - providing L.A. residents tools to take action | $10,000 | |
| Transition House | |||||||
| 425 East Cota Street | Santa Barbara | CA | 93101 | Charity | Shelter and anti-poverty services for homeless and at-risk families with children | $7,500 | |
| The True Nature SocietyQuail Spring | |||||||
| 3905 State Street Ste 7-518 | Santa Barbara | CA | 93105 | Charity | Environment/Children : sustainable living workshops & teen vocational education & mentoring | $34,000 | |
| The Smile Train | |||||||
| PO Box 96231 | Washington | DC | 20090 | Charity | Medical services for cleft reconstruction | $2,500 | |
| Tropical Forest Group | |||||||
| 1125 Fort Stockton Dr | Save tropical forests | CA | 92103 | Charity | Healthcare - improving healing through humanistic medical care | $25,000 | |
| Save Japan Dolphins Campaign | |||||||
| 2150 Allston Way Suite 460 | Berkeley | CA | 94704 | Charity | Environment - to end Japanese drive fishery slaughter of Dolphins. | $2,500 | |
| Spirit Rock | |||||||
| 5000 Sir Francis Drake Blvd | Religion a western dha | CA | 94973 | Charity | Religion - a western dharma and retreat center dedicated to discovering and establishing the dharma in our lives. | $5,000 | |
| Special Olympics So California Inc | |||||||
| 5875 Green Valley Circle Suite 200 | Culver City | CA | 90230 | Charity | Programs of sports training & competition for individuals with intellectual disabilities | $2,000 | |
| Sea Shepherd Conservation Society | |||||||
| PO Box 2616 | Friday Harbor | WA | 98250 | Charity | End the destruction of habitat and slaughter of wildlife in the world's oceans in order to conserve and protect ecosystems and species. | $20,000 | |
| Santa Barbara Rape Crisis Center | |||||||
| 433 East Canon Perdido | Santa Barbara | CA | 93101 | Charity | Provides crisis support | $5,000 | |
| Rainforest Alliance | |||||||
| 665 Broadway Suite 500 | New York | NY | 10012 | Charity | Environmental & social sustainability | $7,500 | |
| Planned Parenthood | |||||||
| 518 Garden Street | Santa Barbara | CA | 93101 | Charity | Provide reproductive health care | $10,000 | |
| Pathfinder International | |||||||
| 9 Galen Street Suite 217 | Watertown | MA | 02472 | Charity | Health - world family planning and reproductive health | $15,000 | |
| Novim Group | |||||||
| University of California | Santa Barbara | CA | 93106 | Charity | A group of scientists providing studies and proof of global warming. | $2,000 | |
| Land Trust for Santa Barb County | |||||||
| PO Box 91830 | Santa Barbara | CA | 93190 | Charity | Coastal and rural lands preservation | $2,500 | |
| Marty Hennessey Jr Tennis Foundatio | |||||||
| PO Box 60117 | Las Vegas | NV | 89109 | Charity | Tennis scholarships for underpriviledged children | $20,000 | |
| Lobero Theater Foundation | |||||||
| 33 E Canon Perdido Street | Santa Barbara | CA | 93101 | Charity | Support for excellence in the arts | $10,000 | |
| Legal Aid Foundation of SB County | |||||||
| 301 E Canon Perdido | Santa Barbara | CA | 93101 | Charity | Provides free legal rep. to people living at poverty level, the elderly, & victims of domestic violence | $3,000 | |
| KCLU Radio | |||||||
| 60 W Olsen Rd 4400 | Thousand Oaks | CA | 91360 | Charity | Support for public broadcasting | $2,000 | |
| KCET | |||||||
| 4401 Sunset Boulevard | Los Angeles | CA | 90027 | Charity | Support for public broadcasting | $2,000 | |
| Institude for Renewal of the CA Dre | |||||||
| 1127 11th Street Ste 206 | Sacramento | CA | 25814 | Charity | Build a powerful state-wide change-based movement through research, education, and message development to restore CA's role or leading the nation and inventing the future. | $2,500 | |
| Hospice of Santa Barbara | |||||||
| 2050 Alameda Padre Serra | Santa Barbara | CA | 93103 | Charity | Hospice care | $5,000 | |
| Charity Navigator | |||||||
| 139 Harristown Road Suite 201 | Glen Rock | NJ | 07452 | Charity | Information - evaluation of charities and assess the financial health of over 5,000 of America's best-known charities. | $1,000 | |
| Heal the Ocean | |||||||
| PO Box 90106 | Santa Barbara | CA | 93190 | Charity | Environmental - awareness and action of nearshore pollution in Santa Barbara | $20,000 | |
| Greenpeace Fund | |||||||
| 702 H Street NW Suite NW | Washington | DC | 20001 | Charity | Environmental - protection and awareness | $30,000 | |
| Environmental Defense Center | |||||||
| 906 Garden Street | The Environmental Defe | CA | 93101 | Charity | Programs that positively impact girls' lives and empower them to be strong, smart & bold | $5,000 | |
| Friends of the Montecito Library | |||||||
| PO Box 5788 | Santa Barbara | CA | 93150 | Charity | Public access to knowledge | $1,000 | |
| Food Bank of Santa Barbara County | |||||||
| 4554 Hollister Avenue | Santa Barbara | CA | 93110 | Charity | Hunger | $15,000 | |
| FINCA International | |||||||
| 1101 14th Street NW 11th Floor | Washington | DC | 20005 | Charity | Loans to the lowest income entrepreneurs to work their way out of poverty | $20,000 | |
| Foundation For Santa Barbara City C | |||||||
| 721 Cliff Drive | Santa Barbara | CA | 93109 | Charity | Fund various studuent programs to remove various obstacles in the path of motivated students. | $15,000 | |
| Ensemble Theatre | |||||||
| 914 Santa Barbara Street | Santa Barbara | CA | 93120 | Charity | Support for the arts & children'a theatre programs | $2,500 | |
| Domestic Violence Solutions for SB | |||||||
| PO Box 1536 | Santa Barbara | CA | 93102 | Charity | Working to end the cycle of domestic violence | $5,000 | |
| Amazon Watch | |||||||
| 221 Pine Street Ste 400 | San Francisco | CA | 94110 | Charity | Support indigenous and environmental movements on the front line of haulting destructive development. | $5,000 | |
| Direct Relief International | |||||||
| 27 S La Patera Lane | Santa Barbara | CA | 93117 | Charity | Provides support for the medical needs of people whose health is challenged by poverty, war, & natural disaster | $20,000 | |
| Community Environmental Council | |||||||
| 26 W Anapamu Street 2nd Floor | Santa Barbara | CA | 93101 | Charity | Environmental energy efficiency and renewables | $30,000 | None |
| Central Asia Institute | |||||||
| PO Box 7209 | Bozeman | MT | 59771 | Charity | Promotes & supports community-based education & literacy programs, especially for girls in Central Asia | $2,500 | |
| Center for Urban Ag at Fairview Gar | |||||||
| 598 North Fairview Ave | Goleta | CA | 93117 | Charity | demonstrate the viability of small scare urban agriculture while providing education to farmers, policy makers, and the local community | $15,000 | |
| Cate School | |||||||
| 1960 Cate Mesa Road | Carpinteria | CA | 93013 | Charity | Education - schoolarship funding | $3,000 | |
| Cold Noses Warm Hearts | |||||||
| POBox 6714 | Santa Barbara | CA | 93160 | Charity | Animal Shelter and Adoption Center | $5,000 | |
| Calling the Circle Foundation | |||||||
| PO Box 1480 | Freeland | WA | 98249 | Charity | Promote education and programs of social/spiritual movement. | $5,000 | |
| California Water Impact Network | |||||||
| 808 Romero Canyon Road | Santa Barbara | CA | 93108 | Charity | Advocates for equitable and environmentally sensitive use of California's water, including instream uses. | $15,000 | |
| Animal Walfare Institute | |||||||
| PO Box 3650 | Washington | DC | 20027 | Charity | Animals - Awareness and Confrontation of Animal Cruelty | $10,000 | None |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 500000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 33414 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 525990 | BusinessCode |
| Unrelated Business Income | $13,854 | UnrelatedBusinessIncomeAmount |
| Related Or Exempt Function Income | 322 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8665 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 35247 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|
| K-1 Income/Loss Pass Thru | 900001 | -$232,166 |
| Federal Excise Tax Refund |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$218,312 | UnrelatedBusinessIncomeAmount |
| Related Or Exempt Function Income | 77648 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -140664 | 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 | all | LineNumber |
| Relationship Statement | Investment income is the main vehicle the charitable trust used to fund its donations to various charitable organizations. | RelationshipStatement |
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) |
|---|---|---|
| Amount | $3,500 | Amount |
| Net Investment Income | 3500 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Landscape Capital Partners, LP | AT COST | 490793 | 490430 |
| Pacificor Fund | AT COST | 459796 | 586549 |
| Parallax Offshore invesment Fund | AT COST | 3526948 | 4232321 |
| Sabre Value Fund LP | AT COST | 256476 | 276322 |
| Rye Select Board mkt XL Fund, LP | AT COST | 173586 | 79471 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $123 | Amount |
| Net Investment Income | 123 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Registration & licenses | 10 | 10 |
| Miscellanous | 197 | 197 |
| Investment Expenses | 6938 | 6938 |
| Bank Charge | 145 | 145 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Other Investment Income | 8665 | 8665 |
| K-1 Income/Loss Pass Thru | -232166 | -232166 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Current Year Endowment | Description |
| Amount | $150,000 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| foreign taxes paid, Morgan | $11 | 11 |
| Foreign Taxes Paid, K-1 | $3 | 3 |