MOSHER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MOSHER FOUNDATION (EIN 95-6037266)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349102705
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T11:30:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 950858589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINSON & BLOODGOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956037266 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOSH | BusinessNameControlTxt |
| Phone | 8059621700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1079 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER ENGMYR | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8059621700 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,398,607 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $546 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,175,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,175,196 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $211,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,318,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $211,947 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $681 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $681 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,388,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,387,824 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $447,358 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,542 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $391,815 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $91,964 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,650 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $80,314 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,961 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,240 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,721 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,483 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,483 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $217,137 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $217,137 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,165 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,466 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $821 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $944 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $944 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $34,149 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,415 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $30,734 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,968 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $297 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,671 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $166,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $122,609 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,751 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,063,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $446,783 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $578,310 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,565,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,565,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,629,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $446,783 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,144,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,241,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $941,041 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $948 | CashBOYAmt |
| Cash EOY | $90,124 | CashEOYAmt |
| Cash EOYFMV | $90,124 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,658,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $214,761 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $214,761 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $800,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $850,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $800,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $767,386 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $129,518 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $122,798 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $123,975 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,869,651 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,789,692 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,125,371 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,895,835 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,305,562 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,169,929 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,833,128 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,674,190 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,893,016 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $90,980 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $89,783 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,922 | LandBOYAmt |
| Land EOY | $1,197 | LandEOYAmt |
| Land EOYFMV | $1,197 | LandEOYFMVAmt |
| Other Assets BOY | $12,862 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,848 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,848 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,252,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,011,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,398,607 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $252 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $252 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $34,252,495 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,010,920 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,252,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,010,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,252,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,011,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,252,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,241,575 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,010,920 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,010,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US BANK #3680 | P | 2024-01-01 | 2025-12-31 | $2,142,918 | $2,100,197 | $42,721 | $42,721 |
| COST BASIS ADJUSTMENTS | P | 2024-01-01 | 2025-12-31 | $6,611 | -$6,611 | -$6,611 | |
| CAPITAL GAINS DIVIDENDS | P | $175,837 | $175,837 | $175,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $211,947 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,080 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,080 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,823 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,823 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,257 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MOSHERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059621700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1079 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD BIRCH | ||||||||
| PO BOX 1079 | SANTA BARBARA | CA | 93102 | TRUSTEE | 30.00 | $106,700 | $0 | $0 |
| YVETTE GILLER | ||||||||
| PO BOX 1079 | SANTA BARBARA | CA | 93102 | PRESIDENT & CEO | 30.00 | $169,125 | $25,369 | $4,086 |
| JENNIFER ENGMYR | ||||||||
| PO BOX 1079 | SANTA BARBARA | CA | 93102 | CHIEF FINANCIAL OFFICER | 35.00 | $143,932 | $21,590 | $7,165 |
| CHRISTINE EMMONS | ||||||||
| PO BOX 1079 | SANTA BARBARA | CA | 93102 | TRUSTEE | 2.00 | $6,900 | $0 | $0 |
| ALIXE MATTINGLY | ||||||||
| PO BOX 1079 | SANTA BARBARA | CA | 93102 | TRUSTEE | 2.00 | $6,900 | $0 | $0 |
| R BRUCE MCFADDEN | ||||||||
| PO BOX 1079 | SANTA BARBARA | CA | 93102 | TRUSTEE/SECRETARY | 2.00 | $6,900 | $0 | $0 |
| SUZANNE BIRCH | ||||||||
| PO BOX 1079 | SANTA BARBARA | CA | 93102 | TRUSTEE | 2.00 | $6,900 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $217,137 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,034,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,506,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,540,905 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,540,905 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $668,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,872,791 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,193,640 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,193,640 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,080 | TotalTaxAmt |
| Distributable Before Adj | $2,180,560 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,180,560 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,180,560 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,144,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,144,260 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,180,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $21,934 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $56,283 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,217 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,144,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,144,260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $36,300 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,300 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,917 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $41,917 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | YVETTE GILLER- PRESIDENTCEO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1079 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8059621700 | RecipientPhoneNum |
| Form And Info And Materials | OUTLINE OF THE SPECIFIC PURPOSE AND AMOUNT OF GRANT APPLIED FOR. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED ANY TIME DURING BUSINESS HOURS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO BE USED SPECIFICALLY FOR ORGANIZATIONS WHICH ARE DESCRIBED IN SECTIONS 170(C) 501(C) AND 2522(A) OF THE INTERNAL REVENUE CODE AND WHICH ARE ORGANIZED AND OPERATED FOR CHARITABLE, EDUCATIONAL, HEALTH CARE, INCLUDING PERFORMING ARTS INSTITUTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 911 AT EASE INTERNATIONAL INC | ||||||||
| PO BOX 30363 | SANTA BARBARA | CA | 93130 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 | |
| AAPLE ACADEMY FOUNDATION | ||||||||
| 4750 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $10,000 | |
| ALL SAINTS-BY-THE-SEA EPISOCPAL CHURCH | ||||||||
| 83 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $4,000 | |
| APPLES TO ZUCCHINI COOKING SCHOOL | ||||||||
| PO BOX 30912 | SANTA BARBARA | CA | 93130 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $32,000 | |
| ASYLUM SEEKER ADVOCACY PROJECT INC | ||||||||
| 228 PARK AVENUE S 84810 | NEW YORK | NY | 10003 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $800 | |
| BOYS & GIRLS CLUB OF GOLETA | ||||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 | |
| CAMA | ||||||||
| 2060 ALAMEDA PADRE SERRA SUITE 201 | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $52,000 | |
| CANCER FOUNDATION OF SANTA BARBARA | ||||||||
| 601 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $2,000 | |
| CARRIAGE MUSEUM | ||||||||
| 129 CASTILLO STREET 5725 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | ||||||||
| PO BOX 15095 | LOS ANGELES | CA | 90015 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 | |
| CHEADLE CENTER FOR BIODIVERSITY | ||||||||
| HARDER SOUTH BUILDING 578 | SANTA BARBARA | CA | 93106 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 | |
| COMMUNITY FRIENDS OF SANTA BARBARA | ||||||||
| 1259 VERONICA SPRINGS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 | |
| COTTAGE HEALTH CARE SYSTEM | ||||||||
| COTTAGE HOSPITAL 400 WEST PUEBLO | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $25,000 | STREET |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 | |
| DREAM FOUNDATION | ||||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 | |
| ENSEMBLE THEATRE OF SANTA BARBARA | ||||||||
| 33 WEST VICTORIA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $24,700 | |
| EXPLORE ECOLOGY | ||||||||
| 302 EAST COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $20,000 | |
| EXPONENT PHILANTHROPY | ||||||||
| PO BOX 65607 | WASHINGTON | DC | 200355607 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $850 | |
| FOOD FROM THE HEART | ||||||||
| 909 NORTH LA CUMBRE ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 | |
| FOUNDATION FOR COTTAGE REHABILITATION AND GOLETA VALLEY | ||||||||
| 2415 DE LA VINA STREET | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $150,000 | |
| FOUNDATION ROUNDTABLE | ||||||||
| PO BOX 60157 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $9,000 | |
| FRIENDSHIP CENTER | ||||||||
| 89 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $25,000 | |
| FRIENDSHIP PADDLE | ||||||||
| 801 GARDEN STREET SUITE 300 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $3,500 | |
| GANNA WALSKA LOTUSLAND | ||||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 | |
| GIRLS INCORPORATED OF GREATER SANTA BARBARA | ||||||||
| 4973 HOLLISTER AVENUE | GOLETA | CA | 93111 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $10,000 | |
| GRACE FISHER FOUNDATION | ||||||||
| 120 SOUTH HOPE AVENUE SUITE F118 | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $2,500 | |
| GRANADA THEATRE | ||||||||
| 1214 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $2,500 | |
| HOSPICE OF SANTA BARBARA | ||||||||
| 2050 ALAMEDA PADRE SERRA UNIT 100 | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $29,000 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 600 NORTH WOLFE STREET | BALTIMORE | MD | 21287 | NONE | PC | WILMER EYE INSTITUTE | $25,000 | |
| KAVLI INSTITUTE FOR THEORETICAL PHYSICS | ||||||||
| UNIVERSITY OF CALIFORNIA AT SANTA | SANTA BARBARA | CA | 931064030 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $2,000 | BARBARA |
| LAGUNA BLANCA SCHOOL | ||||||||
| 4125 PALOMA DRIVE | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 | |
| LOMPOC THEATRE PROJECT CORPORATION | ||||||||
| 740 N H STREET 238 | LOMPOC | CA | 93436 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $50,000 | |
| MENTAL HEALTH ASSOCIATION IN SANTA BARBARA COUNTY (MENTAL WELLNESS CENTER) | ||||||||
| 617 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $10,000 | |
| MISSION SCHOLARS | ||||||||
| 1330 STATE STREET SUITE 101 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $50,900 | |
| MONTECITO COMMUNITY FOUNDATION | ||||||||
| PO BOX 5001 | SANTA BARBARA | CA | 93150 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 | |
| MOON BEAR WILDLIFE SANCTUARY | ||||||||
| 17702 WILLOW CREEK ROAD | OCCIDENTAL | CA | 95465 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $10,000 | |
| MOXI | ||||||||
| 125 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $102,600 | |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $102,000 | |
| NATURETRACK FOUNDATION | ||||||||
| PO BOX 953 | LOS OLIVOS | CA | 93441 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $10,000 | |
| ONE805 INC | ||||||||
| 2000 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $3,500 | |
| OPERA SANTA BARBARA | ||||||||
| 1330 STATE STREET SUITE 209 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $25,000 | |
| ORGANIC SOUP KITCHEN | ||||||||
| 315 MEIGS ROAD SUITE A369 | SANTA BARBARA | CA | 93109 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $35,000 | |
| PLANNED PARENTHOOD OF SANTA BARBARA | ||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $2,000 | |
| PROVIDENCE SCHOOL | ||||||||
| 3225 CALLE PINON | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $50,000 | |
| SAN MARCOS HIGH SCHOOL ROYAL PRIDE FOUNDATION | ||||||||
| 4750 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| SANSUM DIABETES RESEARCH INSTITUTE | ||||||||
| 2219 BATH STREET | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $3,500 | |
| SANTA BARBARA CLUB PRESERVATION FOUNDATION | ||||||||
| 1105 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| PO BOX 689 | SANTA BARBARA | CA | 931020689 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 | |
| SANTA BARBARA FESTIVAL BALLET | ||||||||
| 127 WEST CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $2,500 | |
| SANTA BARBARA FOUNDATION | ||||||||
| 1111 CHAPALA STREET SUITE 200 | SANTA BARBARA | CA | 93101 | NONE | PC | ROOTED SANTA BARBARA COUNTY | $102,500 | |
| SANTA BARBARA HISTORICAL MUSEUM | ||||||||
| 136 EAST DE LA GUERRA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $6,000 | |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL INC | ||||||||
| 1528 CHAPALA STREET SUITE 203 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $100,000 | |
| SANTA BARBARA INTERNATIONAL ORCHID SHOW INC | ||||||||
| PO BOX 1223 | CARPINTERIA | CA | 930141223 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $2,500 | |
| SANTA BARBARA MEALS ON WHEELS | ||||||||
| 5276 HOLLISTER AVENUE | GOLETA | CA | 93111 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 | |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 | |
| SANTA BARBARA NEIGHBORHOOD CLINICS | ||||||||
| 414 EAST COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $29,000 | |
| SANTA BARBARA PUBLIC LIBRARY FOUNDATION | ||||||||
| 40 EAST ANAPAMU STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $2,000 | |
| SANTA BARBARA RESCUE MISSION | ||||||||
| 535 EAST YANONALI STREET | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $4,000 | |
| SANTA BARBARA FOUNDATION | ||||||||
| 1111 CHAPALA STREET SUITE 200 | SANTA BARBARA | CA | 93101 | NONE | PC | SANTA BARBARA SEARCH & RESCUE FOUNDATION | $800 | |
| SANTA BARBARA SYMPHONY | ||||||||
| 1330 STATE STREET SUITE 102 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $25,000 | |
| SANTA BARBARA WILDLIFE CARE NETWORK | ||||||||
| 1460 NORTH FAIRVIEW AVENUE | SANTA BARBARA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 | |
| SANTA BARBARA ZOO | ||||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $4,200 | |
| SANTA YNEZ HIGH SCHOOL | ||||||||
| 2975 CA-246 | SANTA YNEZ | CA | 93460 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,000 | |
| SANTA YNEZ VALLEY THERAPEUTIC RIDING PROGRAM | ||||||||
| 195 NORTH REFUGIO ROAD | SANTA YNEZ | CA | 93460 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $1,100 | |
| SPOTLIGHT KIDS CAMP | ||||||||
| 100 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $2,500 | |
| STATE STREET BALLET | ||||||||
| 2285 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $20,000 | |
| STORYTELLER CHILDREN'S CENTER INC | ||||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,200 | |
| STUDENTS FOR ECO-EDUCATION AND AGRICULTURE INC | ||||||||
| PO BOX 7738 | VENTURA | CA | 93006 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $10,000 | |
| TEDDY BEAR CANCER FOUNDATION | ||||||||
| 3892 STATE STREET SUITE 220 | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $11,000 | |
| THE SANTA BARBARA BIRTH CENTER | ||||||||
| 2958 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $2,500 | |
| UC REGENTS | ||||||||
| UC REGENTS UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 930169615 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $5,000 | |
| UC SANTA BARBARA FOUNDATION | ||||||||
| OFFICE OF DEVELOPMENT UC | SANTA BARBARA | CA | 93106 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $31,000 | |
| UNITED WAY OF SANTA BARBARA COUNTY | ||||||||
| 320 EAST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $56,500 | |
| VNA HEALTH | ||||||||
| 509 EAST MONTECITO STREET SUITE 200 | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $12,800 | |
| WESTMONT COLLEGE | ||||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $52,500 | |
| WHITE BUFFALO LAND TRUST | ||||||||
| 350 ASEGRA ROAD | SUMMERLAND | CA | 93067 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $20,000 | |
| WILDERNESS YOUTH PROJECT INCORPORATED | ||||||||
| 2040 ALAMEDA PADRE SERRA STREET 224 | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $15,000 | |
| WOMEN'S ECONOMIC VENTURES | ||||||||
| 21 EAST CANON PERDIDO STREET SUITE | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE | $16,000 | 301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,565,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,175,196 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $681 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $211,947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,387,824 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,387,824 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HUTCHINSON & BLOODGOOD, LLP | CategoryTxt |
| Amt | $30,965 | Amt |
| Net Investment Income | $15,483 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,483 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & EQUIP | 2013-01-15 | $6,558 | $6,558 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & EQUIP | 2013-03-10 | $3,531 | $3,531 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & EQUIP | 2013-03-15 | $4,167 | $4,167 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & EQUIP | 2013-05-20 | $875 | $875 | SL | 5.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENT | 2013-02-28 | $5,028 | $5,028 | SL | 10.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENT | 2013-03-20 | $9,743 | $9,743 | SL | 10.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENT | 2013-04-15 | $9,737 | $9,737 | SL | 10.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENT | 2013-05-25 | $28,062 | $28,062 | SL | 10.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENT | 2013-07-15 | $3,907 | $3,907 | SL | 10.000000000000 | $0 | $0 |
| FURNITURE & EQUIP | 2014-06-15 | $571 | $571 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & EQUIP | 2014-06-20 | $1,625 | $1,625 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & EQUIP | 2014-08-25 | $1,885 | $1,885 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & EQUIP | 2015-06-30 | $5,455 | $5,455 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & EQUIP | 2018-01-20 | $2,936 | $2,936 | 200DB | 5.000000000000 | $0 | $0 |
| FURNITURE & EQUIP | 2019-11-30 | $1,310 | $1,310 | 200DB | 5.000000000000 | $0 | $0 |
| FURNITURE & EQUIP | 2021-03-02 | $1,325 | $1,188 | 200DB | 5.000000000000 | $91 | $0 |
| FURNITURE & EQUIP | 2021-10-31 | $2,127 | $1,417 | SL | 5.000000000000 | $425 | $0 |
| FURNITURE & EQUIP | 2022-04-30 | $975 | $650 | SL | 5.000000000000 | $195 | $0 |
| FURNITURE & EQUIP | 2024-02-29 | $1,163 | $194 | SL | 5.000000000000 | $233 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US BANK #3680 - FIXED INCOME | BondNm |
| EOY Book Value | $15,305,562 | EOYBookValueAmt |
| EOYFMV | $15,169,929 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US BANK #3680 - EQUITY | StockNm |
| EOY Book Value | $14,789,692 | EOYBookValueAmt |
| EOYFMV | $29,125,371 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $122,798 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $123,975 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US BANK #3680 - REAL ASSETS | AT COST | $1,630,378 | $1,754,886 |
| HIGHGATE EQUITY PARTNERS II, LP | AT COST | $43,812 | $138,130 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & EQUIP | $6,558 | $6,558 | $0 |
| FURNITURE & EQUIP | $3,531 | $3,531 | $0 |
| FURNITURE & EQUIP | $4,167 | $4,167 | $0 |
| FURNITURE & EQUIP | $875 | $875 | $0 |
| LEASEHOLD IMPROVEMENT | $5,028 | $5,028 | $0 |
| LEASEHOLD IMPROVEMENT | $9,743 | $9,743 | $0 |
| LEASEHOLD IMPROVEMENT | $9,737 | $9,737 | $0 |
| LEASEHOLD IMPROVEMENT | $28,062 | $28,062 | $0 |
| LEASEHOLD IMPROVEMENT | $3,907 | $3,907 | $0 |
| FURNITURE & EQUIP | $571 | $571 | $0 |
| FURNITURE & EQUIP | $1,625 | $1,625 | $0 |
| FURNITURE & EQUIP | $1,885 | $1,885 | $0 |
| FURNITURE & EQUIP | $5,455 | $5,455 | $0 |
| FURNITURE & EQUIP | $2,936 | $2,936 | $0 |
| FURNITURE & EQUIP | $1,310 | $1,310 | $0 |
| FURNITURE & EQUIP | $1,325 | $1,279 | $46 |
| FURNITURE & EQUIP | $2,127 | $1,842 | $285 |
| FURNITURE & EQUIP | $975 | $845 | $130 |
| FURNITURE & EQUIP | $1,163 | $427 | $736 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MULLEN & HENZELL, LLP | CategoryTxt |
| Legal Fees | $16,961 | LegalFeesAmt |
| Net Investment Income | $4,240 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,721 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSIT- INSURANCE | $1,128 | $1,128 | $1,128 |
| FINE ART | $11,720 | $11,720 | $11,720 |
| PAYROLL RECEIVABLE | $14 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $10,354 | $1,035 | $9,319 |
| MEALS & ENTERTAINMENT | $3,622 | $362 | $3,260 |
| OFFICE EXPENSES | $19,317 | $1,932 | $17,385 |
| PARKING | $2,075 | $208 | $1,868 |
| PAYROLL SERVICE FEE | $849 | $85 | $764 |
| PENSION ADM EXPENSE | $2,118 | $212 | $1,906 |
| WEBSITE DEVELOPMENT | $3,991 | $0 | $3,991 |
| DUES & SUBSCRIPTIONS | $389 | $39 | $350 |
| COMPUTER SUPPORT | $4,510 | $1,353 | $3,157 |
| OUTSIDE SERVICES | $300 | $30 | $270 |
| ADVERTISING | $1,645 | $165 | $1,481 |
| RENTAL LOSS FROM PARTNERSHIP: HIGHGATE EQUITY PARTNER | $117,188 | $117,188 | $0 |
| NON-DEDUCTIBLE EXPENSE FROM PARTNERSHIP: HIGHGATE EQUITY PARTNER | $26 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGAL SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $681 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $681 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $681 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $252 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA CENTER FOR THE PERFORMING ARTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $800,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US BANK | CategoryTxt |
| Amt | $217,137 | Amt |
| Net Investment Income | $217,137 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX & LICENSES | $447 | $0 | $447 |
| EXCISE TAXES | $38,879 | $0 | $0 |
| FOREIGN TAXES | $15,424 | $15,424 | $0 |
| PROPERTY TAXES | $415 | $42 | $374 |