BELLOWE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BELLOWE FAMILY FOUNDATION (EIN 77-0456981)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349103630
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T16:04:05-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770181453 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASIF HICKS HARRIS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 WEST ANAPAMU ST STE B | 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 | 770456981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARNOLD & JILL BELLOWE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 8054520202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HOT SPRINGS RD VILLA 508 | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARNOLD BELLOWE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8054520202 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHELLE BARNIER | PreparerPersonNm |
| PTIN | P01075017 | PTIN |
| Phone | 8059661521 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,547,011 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $130,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $479,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,595 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $166,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,595 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,358 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,742 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,871 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $219 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $219 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,960 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,478 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,148 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,148 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,478 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,198 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,117 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,017 | CashBOYAmt |
| Cash EOY | $2,706 | CashEOYAmt |
| Cash EOYFMV | $2,706 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $147,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $231,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $231,102 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $225,776 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $251,539 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $252,741 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $169,402 | CorporateStockBOYAmt |
| Corporate Stock EOY | $133,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $127,338 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $718,668 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $751,854 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $933,124 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,306,356 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,370,517 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,547,011 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,306,356 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,370,517 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,306,356 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,370,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,306,356 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,370,517 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,306,356 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,597 | ExcessRevenueOverExpensesAmt |
| Other Increases | $564 | OtherIncreasesAmt |
| Subtotal | $1,370,517 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,370,517 | 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 |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB | P | 2024-07-18 | 2025-02-05 | $60,226 | $61,656 | -$1,430 | -$1,430 |
| CHARLES SCHWAB | P | 2021-02-08 | 2025-12-31 | $355,493 | $286,830 | $68,663 | $68,663 |
| CHARLES SCHWAB | P | 2021-01-01 | 2025-12-31 | $63,362 | $63,362 | $63,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,595 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,226 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,226 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $62 | EsPenaltyAmt |
| Tax Due | $2,288 | 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 | Yes (1) | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL BELLOWE CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8054520202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HOT SPRINGS RD VILLA 508 | AddressLine1Txt |
| City | MONTECITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ARNOLD BELLOWE | ||||||||
| 300 HOT SPRINGS RD VILLA 508 | MONTECITO | CA | 93108 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JILL BELLOWE | ||||||||
| 300 HOT SPRINGS RD VILLA 508 | MONTECITO | CA | 93108 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| STACY TAGER | ||||||||
| 300 HOT SPRINGS RD VILLA 508 | MONTECITO | CA | 93108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREG BELLOWE | ||||||||
| 300 HOT SPRINGS RD VILLA 508 | MONTECITO | CA | 93108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,307,554 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $204,260 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,511,814 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,511,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,489,137 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,457 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,457 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,226 | TotalTaxAmt |
| Distributable Before Adj | $72,231 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,231 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,231 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,198 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,198 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $66,992 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,198 | QualifyingDistributionsAmt |
| Applied To Year1 | $66,992 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,206 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $55,025 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARNOLD BELLOWE | ContributingManagerNm |
| Contributing Manager | JILL BELLOWE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 1528 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | CHARITABLE | $512 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 5 PENN PLAZA 14TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $258 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 823 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $250 | |
| ASU FOUNDATION | ||||||||
| PO BOX 2280 | TEMPE | AZ | 852802200 | NONE | PC | CHARITABLE | $1,000 | |
| BLUE DEER CENTER | ||||||||
| 1155 COUNTY ROUTE 6 | MARGARETVILLE | NY | 12455 | NONE | PC | CHARITABLE | $1,000 | |
| CHAUTAUQUA INSTITUTION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | PC | CHARITABLE | $5,400 | |
| CHAUTAUQUA LAKE ASSOCIATION | ||||||||
| 429 E TERRACE AVENUE | LAKEWOOD | NY | 14750 | NONE | PC | CHARITABLE | $250 | |
| CHAUTAUQUA WATERSHED CONSERVANCY | ||||||||
| 413 NORTH MAIL STREET | JAMESTOWN | NY | 14701 | NONE | PC | CHARITABLE | $1,500 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | CHARITABLE | $104 | |
| CITY YEAR- LOS ANGLELES | ||||||||
| 606 S OLIVE ST 2ND FLOOR | LOS ANGELES | CA | 90014 | NONE | PC | CHARITABLE | $5,000 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 6801 BRECKSVILLE RD RX1-85 | INDEPENDENCE | OH | 44131 | NONE | PC | CHARITABLE | $722 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) | ||||||||
| 100 W HARRISON NORTH TOWER SUITE | SEATTLE | WA | 98119 | NONE | PC | CHARITABLE | $250 | 500 |
| DIAMOND PEAK SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 5591 | INCLINE VILLAGE | NV | 89451 | NONE | PC | CHARITABLE | $2,000 | |
| DIGNITY MOVES | ||||||||
| 2406 BUSH STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | CHARITABLE | $200 | |
| DIRECT RELIEF INTERNATIONAL | ||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93101 | NONE | PC | CHARITABLE | $5,000 | |
| EDEN REFORESTATION PROJECTS | ||||||||
| 303 W FOOTHILL BLVD UNIT 13 | GLENDORA | CA | 91741 | NONE | PC | CHARITABLE | $3,015 | |
| ENSEMBLE THEATER | ||||||||
| PO BOX 2307 | SANTA BARBARA | CA | 93101 | NONE | PC | CHARITABLE | $3,500 | |
| FOOD BANK OF SANTA BARBARA | ||||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | CHARITABLE | $1,000 | |
| FOUNDATION FOR SBCC | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | CHARITABLE | $1,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 11500 W OLYMPIC BLVD STE 540 | LOS ANGELES | CA | 90064 | NONE | PC | CHARITABLE | $2,500 | |
| JEWISH COMMUNITY CENTER-PALO ALTO | ||||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | NONE | PC | CHARITABLE | $3,048 | |
| JEWISH FEDERATION OF GREATER SANTA BARBARA | ||||||||
| 524 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | CHARITABLE | $2,000 | |
| KCLU PUBLIC RADIO | ||||||||
| 60 WEST OLSEN ROAD 4400 | THOUSAND OAKS | CA | 91360 | NONE | PC | CHARITABLE | $1,500 | |
| KCRW | ||||||||
| 1600 STEWART ST | SANTA MONICA | CA | 90404 | NONE | PC | CHARITABLE | $250 | |
| MONTECITO RETIREMENT ASSOCIATON | ||||||||
| 500 HOT SPRINGS ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | CHARITABLE | $6,000 | |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | CHARITABLE | $500 | |
| NATIONAL COMEDY CENTER | ||||||||
| 203 W 2ND STREET | JAMESTOWN | NY | 14701 | NONE | PC | CHARITABLE | $1,000 | |
| PBS OF SOCAL | ||||||||
| PO BOX 25113 | SANTA ANA | CA | 92799 | NONE | PC | CHARITABLE | $1,500 | |
| PLANNED PARENTHOOD SBVSLO | ||||||||
| DEVELOPEMNT DEPT 518 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | PC | CHARITABLE | $200 | |
| QPLUS COLLECTIVE | ||||||||
| 2423 ONTARIO RD NW APT 1 | WASHINGTON | DC | 20009 | NONE | PC | CHARITABLE | $5,000 | |
| ROBERT H JACKSON CENTER | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | PC | CHARITABLE | $14,500 | |
| SANSUM CLINIC | ||||||||
| PO BOX 1200 | SANTA BARBARA | CA | 93102 | NONE | PC | CHARITABLE | $5,000 | |
| SANTA BARBARA CLUB PRESERVATION FOUNDATION | ||||||||
| 1105 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | CHARITABLE | $500 | |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | PC | CHARITABLE | $500 | |
| SANTA BARBARA HILLEL | ||||||||
| 701 EMBARCADERO DEL MAR | ISLA VISTA | CA | 93117 | NONE | PC | CHARITABLE | $500 | |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | CHARITABLE | $259 | |
| SANTA BARBARA SOUTH COAST FIREFIGHTER FOUNDATION INC | ||||||||
| PO BOX 846 | CARPINTERIA | CA | 93013 | NONE | PC | CHARITABLE | $500 | |
| SANTA BARBARA ZOO | ||||||||
| 500 NINOS DR | SANTA BARBARA | CA | 93103 | NONE | PC | CHARITABLE | $200 | |
| TRANSITION HOUSE | ||||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | CHARITABLE | $1,000 | |
| UCSB (UC REGENTS) | ||||||||
| UNIVERSITY OF SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | PC | CHARITABLE | $2,500 | |
| VENUS FAMILY CLINIC | ||||||||
| 804 ROSE AVENUE | VENICE | CA | 90291 | NONE | PC | CHARITABLE | $230 | |
| WOMEN'S FUND OF SANTA BARBARA | ||||||||
| 1100 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | CHARITABLE | $2,750 | |
| YOUTH OPPORTUNITIES UNLIMITED | ||||||||
| 1228 EUCLID AVENUE STE 200 | CLEVELAND | OH | 44115 | NONE | PC | CHARITABLE | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,148 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,973 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $130,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $166,595 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,595 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,715 | Amt |
| Net Investment Income | $4,358 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORP BONDS (CHARLES SCHWAB) | StockNm |
| EOY Book Value | $133,316 | EOYBookValueAmt |
| EOYFMV | $127,338 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $93,235 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $94,560 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $158,304 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $158,181 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS (CHARLES SCHWAB) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $751,854 | BookValueAmt |
| EOYFMV | $933,124 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $30 | $30 | $0 |
| ADMIN-MISC | $134 | $0 | $0 |
| AG FILING FEE | $50 | $0 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND BAL ADJUSTMENT FOR ACCRETION AND AMORTIZATION OF BONDS | Desc |
| Amt | $564 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEE | CategoryTxt |
| Amt | $3,742 | Amt |
| Net Investment Income | $1,871 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON INVESTMENTS | CategoryTxt |
| Amt | $219 | Amt |
| Net Investment Income | $219 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |