THE KAUFMAN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE KAUFMAN FOUNDATION INC (EIN 59-2807069)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202631359349103178
- 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
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T14:30:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461585527 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFUTT BARTON SCHLITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 BEACHLAND BLVD | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | 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 | 592807069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAUF | BusinessNameControlTxt |
| Phone | 8056872689 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 CLIFF DRIVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL KAUFMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8056872689 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A SCHORNER | PreparerPersonNm |
| PTIN | P00064594 | PTIN |
| Phone | 7722312100 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| 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 | $909,720 | 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 |
| Dividends Rev And Expnss | $62,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,050 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $222,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $60,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,050 | 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 | $2,261 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,261 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,684 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $793 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,738 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,105 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,457 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,135 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,135 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $494,496 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $406,168 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $406,964 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $410,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $504,596 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $472,621 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $941,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $940,899 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $909,720 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $941,367 | CapitalStockBOYAmt |
| Capital Stock EOY | $940,899 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $941,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $940,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $941,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $940,899 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $941,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,888 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $943,255 | SubtotalAmt |
| Other Decreases | $2,356 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $940,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERFORMANCE TRUST TOTAL RETURN | P | 2020-01-01 | 2025-06-03 | $24,918 | $25,000 | -$82 | -$82 |
| ARES CAPITAL CORP | P | 2020-08-05 | 2025-03-03 | $24,000 | $24,000 | $0 | $0 |
| CARPENTER TECHNOLOGY | P | 2020-11-05 | 2025-11-20 | $20,000 | $20,593 | -$593 | -$593 |
| GOLDMAN SACHS | P | 2022-10-27 | 2025-10-31 | $20,000 | $20,015 | -$15 | -$15 |
| HEWLETT PACKARD ENTERPRISE | P | 2017-07-14 | 2025-09-17 | $25,000 | $25,016 | -$16 | -$16 |
| HEWLETT PACKARD ENTERPRISE | P | 2017-11-29 | 2025-09-17 | $25,000 | $25,015 | -$15 | -$15 |
| HF SINCLAIR CORP | P | 2020-08-05 | 2025-02-18 | $25,224 | $25,587 | -$363 | -$363 |
| JEFFERIES FINANCIAL GROUP | P | 2022-06-14 | 2025-06-16 | $20,000 | $20,009 | -$9 | -$9 |
| OMEGA HEALTHCARE | P | 2018-05-21 | 2025-10-15 | $20,000 | $20,007 | -$7 | -$7 |
| WESTERN DIGITAL CORP NOTE | P | 2018-04-24 | 2025-04-14 | $16,000 | $16,008 | -$8 | -$8 |
| WESTERN DIGITAL CORP NOTE | P | 2018-04-24 | 2025-04-14 | $2,000 | $2,001 | -$1 | -$1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,109 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $794 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $794 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $794 | 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 | $794 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 |
| Individual With Books | JOEL A KAUFMAN | IndividualWithBooksNm |
| Phone | 8056872689 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 CLIFF DRIVE | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES KAUFMAN | ||||||||
| 19151 FOX LANDING DRIVE | BOCA RATON | FL | 33434 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JILL MILLER | ||||||||
| 965 CAMBRIDGE DR SE | EAST GRAND RAPIDS | MI | 49506 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOEL A KAUFMAN | ||||||||
| 3330 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JODY KAUFMAN | ||||||||
| 4994 LA RAMADA DR | SANTA BARBARA | CA | 93111 | TREASURER | 0.00 | $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 | $877,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $938,852 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $938,852 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $924,769 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $794 | TotalTaxAmt |
| Distributable Before Adj | $45,444 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,444 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,444 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $53,315 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,444 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,780 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,780 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $535 | 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 | $44,909 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACORN PRODUCTIONS | ||||||
| ACORN PRODUCTIONS | SOUTH PORTLAND | ME | 04106 | PC | UNRESTRICTED | $100 |
| ADOPT-A-FAMILY | ||||||
| 1712 2ND AVE N | LAKE WORTH | FL | 33460 | PC | UNRESTRICTED | $1,000 |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | PC | UNRESTRICTED | $50 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 5295 TOWN CENTER RD 300 | BOCA RATON | FL | 33486 | PC | UNRESTRICTED | $200 |
| ARTIST ADVOCACY FOUNDATION | ||||||
| PO BOX 1672 | SANTA YNEZ | CA | 93460 | PC | UNRESTRICTED | $1,200 |
| AVERY COUNTY HUMANE SOCIETY | ||||||
| 279 NEW VALE RD | NEWLAND | NC | 28657 | PC | UNRESTRICTED | $750 |
| BOCA RATON REGIONAL HOSPITAL | ||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | PC | UNRESTRICTED | $2,500 |
| CALM | ||||||
| 201 REDWOOD AVE | REDWOOD AVE | FL | 32578 | PC | UNRESTRICTED | $100 |
| CANCER CENTER OF SANTA BARBARA | ||||||
| 540 W PUEBLO ST | SANTA BARBARA | CA | 93105 | PC | UNRESTRICTED | $100 |
| CHABAD OF SANTA BARBARA | ||||||
| 6047 STOW CANYON RD | SANTA BARBARA | CA | 93117 | PC | UNRESTRICTED | $100 |
| COMMUNIFY | ||||||
| 721 EAST COTA STREET ROOM 154 | SANTA BARBARA | CA | 93103 | PC | UNRESTRICED | $100 |
| CONGREGATION B'NAI B'RITH | ||||||
| 1000 SAN ANTONIO CREEK RD | SANTA BARBARA | CA | 93111 | PC | UNRESTRICTED | $6,530 |
| COTTAGE REHABILITATION HOSPITAL FOUDATION | ||||||
| 2415 DE LA VINA ST | SANTA BARBARA | CA | 93105 | PC | UNRESTRICTED | $50 |
| DOMESTIC VIOLENCE SOLUTIONS | ||||||
| 411 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | PC | UNRESTRICTED | $100 |
| EASY LIFT | ||||||
| 1330 SW 34TH ST | PALM CITY | FL | 34990 | PC | UNRESTRICTED | $50 |
| FEEDING SOUTH FLORIDA | ||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | PC | UNRESTRICTED | $750 |
| FIRST TEE | ||||||
| 2000 SE ST LUCIE BLVD | STUART | FL | 34996 | PC | UNRESTRICTED | $500 |
| FOODBANK OF SANTA BARBARA COUNTY | ||||||
| 490 W FOSTER RD | SANTA MARIA | CA | 93455 | PC | UNRESTRICTED | $150 |
| FRIENDSHIP ADULT DAY CARE CENTER | ||||||
| 5272 SUMMERLIN COMMONS WAY | FORT MYERS | FL | 33907 | PC | UNRESTRICTED | $50 |
| GRANDFATHER MOUNTAIN STEWARDSHIP FOUNDATION | ||||||
| 2050 BLOWING ROCK HIGHWAY | LINVILLE | NC | 28646 | PC | UNRESTRICTED | $250 |
| HEALTH FIRST FOUNDATION | ||||||
| 3470 N HARBOR CITY BLVD | MELBOURNE | FL | 32935 | PC | UNRESTRICTED | $1,000 |
| HIGH COUNTRY CHARITABLE FOUNDATION | ||||||
| 610 BANNER ELK HWY | BANNER ELK | NC | 28604 | PC | UNRESTRICTED | $800 |
| HIGH COUNTRY UNITED WAY | ||||||
| 1675 BLOWING ROCK ROAD | BOONE | NC | 28607 | PC | UNRESTRICTED | $1,000 |
| HOSPICE OF SANTA BARBARA | ||||||
| 2050 ALAMEDA PADRE SERRA UNIT 100 | SANTA BARBARA | CA | 93103 | PC | UNRESTRICTED | $50 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | PC | UNRESTRICTED | $6,000 |
| LAGUNA BLANCA SCHOOLANNUAL FUND | ||||||
| 4125 PALOMA DR | SANTA BARBARA | CA | 93110 | PC | UNRESTRICTED | $250 |
| LEES MCRAE PRESIDENT'S CIRCLE | ||||||
| 191 MAIN ST | BANNER ELK | NC | 28604 | PC | UNRESTRICTED | $1,000 |
| LEES MCRAE FORUM | ||||||
| 191 MAIN ST | BANNER ELK | NC | 28604 | PC | UNRESTRICTED | $1,850 |
| LOBERO THEATER FOUNDATION | ||||||
| 27 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | PC | UNRESTRICTED | $1,000 |
| LOYOLA LAW SCHOOL | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PC | UNRESTRICTED | $100 |
| MD ANDERSON CANCER CENTER | ||||||
| 1400 S ORANGE AVE | ORLANDO | FL | 32806 | PC | UNRESTRICTED | $100 |
| MEALS ON WHEELS | ||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | PC | UNRESTRICTED | $1,000 |
| MONTESSORI CENTER SCHOOL | ||||||
| 401 N FAIRVIEW AVENUE 1 | GOLETA | CA | 93117 | PC | UNRESTRICTED | $100 |
| PATH | ||||||
| 2201 WESTLAKE AVENUE | SEATTLE | WA | 98121 | PC | UNRESTRICTED | $100 |
| PEGGY ADAMS RESCUE LEAGUE | ||||||
| 3200 N MILITARY TRL 3100 | WEST PALM BEACH | FL | 33409 | PC | UNRESTRICTED | $750 |
| RESQCATS | ||||||
| PO BOX 3852 | SANTA BARBARA | CA | 93130 | PC | UNRESTRICTED | $250 |
| SANSUM CLINIC | ||||||
| 215 PESETAS LANE | SANTA BARBARA | CA | 93110 | PC | UNRESTRICTED | $100 |
| SANSUM DIABETES RESEARCH INSTITUTE | ||||||
| 2219 BATH ST | SANTA BARBARA | CA | 93105 | NC | UNRESTRICTED | $150 |
| SANTA BARBARA ATHLETIC ROUND TABLE | ||||||
| PO BOX 3813 | SANTA BARBARA | CA | 93130 | PC | UNRESTRICTED | $500 |
| SANTA BARBARA AUDUBON SOCIETY | ||||||
| PO BOX 6737 | SANTA BARBARA | CA | 93160 | PC | UNRESTRICTED | $50 |
| SANTA BARBARA BOWL FOUNDATION | ||||||
| 1122 N MILPAS ST | SANTA BARBARA | CA | 93103 | PC | UNRESTRICTED | $7,200 |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||
| 400 W PUEBLO ST | SANTA BARBARA | CA | 93105 | PC | UNRESTRICTED | $100 |
| SANTA BARBARA HILLEL | ||||||
| 781 EMBARCADERO DEL MAR | ISLA VISTA | CA | 93117 | PC | UNRESTRICTED | $100 |
| SANTA BARBARA JEWISH FEDERATION | ||||||
| 524 CHAPALA ST | SANTA BARBARA | CA | 93101 | PC | UNRESTRICTED | $500 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | PC | UNRESTRICTED | $109 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | ||||||
| 414 E COTA ST | SANTA BARBARA | CA | 93101 | PC | UNRESTRICTED | $100 |
| SANTA BARBARA RESCUE MISSION | ||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93103 | PC | UNRESTRICTED | $100 |
| SANTA BARBARA WILDLIFE CARE NETWORK | ||||||
| 1460 N FAIRVIEW AVE | GOLETA | CA | 93117 | PC | UNRESTRICTED | $50 |
| SOUTH PALM BEACH COUNTY JEWISH FEDERATION | ||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | PC | UNRESTRICTED | $1,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PC | UNRESTRICTED | $100 |
| ST JUDE'S | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED | $1,000 |
| STESA | ||||||
| 433 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | PC | UNRESTRICTED | $100 |
| THE CECILIA FUND | ||||||
| PO BOX 92213 | SANTA BARBARA | CA | 93190 | PC | UNRESTRICTED | $100 |
| THE FAMILY SCHOOL | ||||||
| 736 N 1100 E | AMERICAN FORK | UT | 84003 | PC | UNRESTRICTED | $50 |
| THE GRANADA ANNUAL FUND | ||||||
| 1214 STATE STREET | SANTA BARBARA | CA | 93101 | PC | UNRESTRICTED | $50 |
| THE UNITY SHOPPE INC | ||||||
| 1209 STATE ST | SANTA BARBARA | CA | 93101 | PC | UNRESTRICTED | $50 |
| TRANSITION HOUSE | ||||||
| 3800 5TH ST | ST CLOUD | FL | 34769 | PC | UNRESTRICTED | $50 |
| UC REGENTS | ||||||
| 110 EB | ALBANY | NY | 12234 | PC | UNRESTRICTED | $50 |
| UNITED NEGRO COLLEGE FUND | ||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED | $100 |
| UNIVERSITY OF MIAMI | ||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | PC | UNRESTRICTED | $1,500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 90007 | PC | UNRESTRICTED | $400 |
| UNIVERSITY SCHOOL | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 90007 | PC | UNRESTRICTED | $700 |
| USC HILLEL FOUNDATION | ||||||
| 3300 S HOOVER ST | LOS ANGELES | CA | 90007 | PC | UNRESTRICTED | $100 |
| VNA HEALTH | ||||||
| 1110 35TH LN | VERO BEACH | FL | 32963 | PC | UNRESTRICTED | $250 |
| WESTERN RESERVE ACADEMY | ||||||
| 115 COLLEGE ST | HUDSON | OH | 44236 | PC | UNRESTRICTED | $1,826 |
| ALPERT JEWISH FAMILY SERVICE | ||||||
| 5841 CORPORATE WAY STE 200 | WEST PALM BEACH | FL | 33407 | PC | UNRESTRICTED | $1,500 |
| DOS PUEBLOS GIRLS LACROSSE | ||||||
| 7266 ALAMEDA AVE | GOLETA | CA | 93117 | PC | UNRESTRICTED | $100 |
| FREEDOM 4 YOUTH | ||||||
| 187 S PATTERSON AVE | SANTA BARBARA | FL | 93111 | PC | UNRESTRICTED | $1,750 |
| HEALTH INFORMATION PROJECT | ||||||
| 4601 PONCE DE LEON BLVD | CORAL GABLES | FL | 33146 | PC | UNRESTRICTED | $1,000 |
| BOCA HELPING HANDS | ||||||
| 1500 NW 1ST CT | BOCA RATON | FL | 33432 | PC | UNRESTRICTED | $1,000 |
| MOWA | ||||||
| 205 VETERANS AVE | WEST BEND | WI | 53095 | PC | UNRESTRICTED | $1,250 |
| UNIVERSITY OF PORTLAND | ||||||
| 5000 N WILLIAMETTE BLVD | PORTLAND | OR | 97203 | PC | UNRESTRICTED | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,315 | 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 | $62,050 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,941 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,941 | 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 | CategoryTxt |
| Amt | $2,261 | Amt |
| Net Investment Income | $2,261 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - STOCK | StockNm |
| EOY Book Value | $504,596 | EOYBookValueAmt |
| EOYFMV | $472,621 | 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 | $406,168 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $406,964 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $2,356 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $2,684 | Amt |
| Net Investment Income | $2,684 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX EXPENSE | CategoryTxt |
| Amt | $793 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |