-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
VOLENTINE FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
19 WEST CARRILLO STREET NO STE B
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA BARBARA
,
CA
93101
A Employer identification number
77-0203235
B
Telephone number (see instructions)
(805) 962-5719
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
30,063,339
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
5,850
5,850
4
Dividends and interest from securities
...
585,483
585,483
5a
Gross rents
............
40,715
40,715
b
Net rental income or (loss)
-22,035
6a
Net gain or (loss) from sale of assets not on line 10
624,371
b
Gross sales price for all assets on line 6a
8,444,548
7
Capital gain net income (from Part IV, line 2)
...
624,371
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
35,262
15,559
12
Total.
Add lines 1 through 11
........
1,291,681
1,271,978
13
Compensation of officers, directors, trustees, etc.
187,000
87,500
87,500
14
Other employee salaries and wages
......
12,733
12,733
0
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
553
277
276
b
Accounting fees (attach schedule)
.......
46,125
34,594
11,531
c
Other professional fees (attach schedule)
....
280,945
280,349
596
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
48,521
13,917
9,023
19
Depreciation (attach schedule) and depletion
...
60,375
46,570
20
Occupancy
..............
12,981
6,491
6,490
21
Travel, conferences, and meetings
.......
12,612
6,306
6,306
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
51,652
36,833
12,577
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
713,497
525,570
134,299
25
Contributions, gifts, grants paid
.......
1,226,616
1,226,616
26
Total expenses and disbursements.
Add lines 24 and 25
1,940,113
525,570
1,360,915
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-648,432
b
Net investment income
(if negative, enter -0-)
746,408
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,094,548
913,955
913,955
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
538
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
1,335,984
Less: accumulated depreciation (attach schedule)
366,046
959,911
969,938
1,382,713
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
23,208,837
22,718,496
26,625,254
14
Land, buildings, and equipment: basis
1,135,493
Less: accumulated depreciation (attach schedule)
346,628
776,979
788,865
1,131,927
15
Other assets (describe
)
8,442
9,490
9,490
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
26,049,255
25,400,744
30,063,339
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
8,503
8,424
23
Total liabilities
(add lines 17 through 22)
.........
8,503
8,424
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
26,040,752
25,392,320
29
Total net assets or fund balances
(see instructions)
.....
26,040,752
25,392,320
30
Total liabilities and net assets/fund balances
(see instructions)
.
26,049,255
25,400,744
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
26,040,752
2
Enter amount from Part I, line 27a
.....................
2
-648,432
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
25,392,320
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
25,392,320
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
GOLDMAN SACHS # 7660 HARDING
2018-01-01
2019-12-31
b
GOLDMAN SACHS #8452 EQUITIES & FIXED INCOME
2018-01-01
2019-12-31
c
GOLDMAN SACHS #8718 CORPORATE FIXED INCOME
2018-01-01
2019-12-31
d
GOLDMAN SACHS #8726
2018-01-01
2019-12-31
e
GOLDMAN SACHS #8734
2018-01-01
2019-12-31
GOLDMAN SACHS #9921
2018-01-01
2019-12-31
GOLDMAN SACHS #9939
2018-01-01
2019-12-31
MONTECITO BANK & TRUST #8459-00
2018-01-01
2019-12-31
MONTECITO BANK & TRUST #8459-01
2018-01-01
2019-12-31
NORTHERN TRUST #96747
2018-01-01
2019-12-31
NORTHERN TRUST #4797
2018-01-01
2019-12-31
NT PRIVATE EQUITY PARTNERSHIP
2018-01-01
2019-12-31
LANX OFFSHORE PARTNERS II
2018-01-01
2019-12-31
COST BASIS ADJUSTMENT
2018-01-01
2019-12-31
DIVERSIFIED CORE STRATEGIES FUND LTD
2018-01-01
2019-12-31
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
273,079
264,304
8,775
b
488,340
489,405
-1,065
c
1,123,280
1,117,434
5,846
d
220,263
223,110
-2,847
e
53,780
54,405
-625
596,710
463,645
133,065
623,618
553,659
69,959
833,483
680,822
152,661
466,270
474,466
-8,196
2,039,562
1,748,618
290,944
1,009,512
1,010,051
-539
647,614
647,614
1,259
1,812
-553
33,128
-33,128
705,318
-705,318
67,778
67,778
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
8,775
b
-1,065
c
5,846
d
-2,847
e
-625
133,065
69,959
152,661
-8,196
290,944
-539
647,614
-553
-33,128
-705,318
67,778
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
624,371
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
1,541,226
28,718,918
0.053666
2017
1,500,633
28,330,759
0.052968
2016
1,394,378
27,217,957
0.051230
2015
1,372,396
28,750,643
0.047734
2014
1,297,947
29,324,346
0.044262
2
Total
of line 1, column (d)
.....................
2
0.249860
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.049972
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
27,977,127
5
Multiply line 4 by line 3
......................
5
1,398,073
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
7,464
7
Add lines 5 and 6
........................
7
1,405,537
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,360,915
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
14,928
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
14,928
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
14,928
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
24,693
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
24,693
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
9,765
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
9,765
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
CLAUDETTE SABIRON
Telephone no.
(805) 962-5719
Located at
19 WEST CARRILLO STREET
SANTA BARBARA
CA
ZIP+4
93101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
NANCY K POPENHAGEN
PRESIDENT
11.00
74,000
0
7,228
19 W CARRILLO STREET
SANTA BARBARA
,
CA
93101
DIANE K HAYES
VICE PRESIDENT
1.00
26,000
3,177
3,344
19 W CARRILLO STREET
SANTA BARBARA
,
CA
93101
CLAUDETTE SABIRON
SECRETARY
30.00
59,000
5,330
0
19 W CARRILLO STREET
SANTA BARBARA
,
CA
93101
CATHERINE MACAULAY
TREASURER
1.00
14,000
0
0
19 W CARRILLO STREET
SANTA BARBARA
,
CA
93101
RICHARD A NIGHTINGALE
CHIEF FINANCIAL OFFICER
1.00
14,000
0
0
19 W CARRILLO STREET
SANTA BARBARA
,
CA
93101
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
25,784,665
b
Average of monthly cash balances
.......................
1b
1,217,681
c
Fair market value of all other assets (see instructions)
................
1c
1,400,829
d
Total
(add lines 1a, b, and c)
.........................
1d
28,403,175
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
28,403,175
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
426,048
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
27,977,127
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,398,856
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,398,856
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
14,928
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
3,509
c
Add lines 2a and 2b
............................
2c
18,437
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,380,419
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,380,419
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,380,419
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,360,915
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,360,915
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,360,915
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,380,419
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,102,177
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,360,915
a
Applied to 2018, but not more than line 2a
1,102,177
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
258,738
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
1,121,681
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
VOLENTINE FAMILY FOUNDATION
19 W CARRILLO STREET
SANTA BARBARA
,
CA
93101
(805) 962-5719
b
The form in which applications should be submitted and information and materials they should include:
GRANT REQUEST APPLICATION AND APPLICABLE SUPPORTING DOCUMENTATION
c
Any submission deadlines:
APRIL 20
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE LIMITED TO ORGANIZATIONS OPERATING IN THE FOLLOWING GEOGRAPHICAL AREAS: SANTA BARBARA, CA, MCCOOK, NE AND LOVELAND, CO
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ACADEMY OF HEALING ARTS FOR TEENS (AHA)
1209 DE LA VINA ST STE A
SANTA BARBARA
,
CA
93101
NONE
PC
YOUTH SUPPORT SERVICES
10,000
ALANO CLUB OF SANTA BARBARA
235 E COTA ST
SANTA BARBARA
,
CA
93101
NONE
PC
ALCOHOL AND DRUG RECOVERY SERVICES
25,000
ANGELS FOSTER CARE OF SANTA BARBARA
3905 STATE ST STE 7
SANTA BARBARA
,
CA
93105
NONE
PC
YOUTH SUPPORT SERVICES
10,000
ASSISTANCE LEAGUE
1249 VERONICA SPRINGS RD
SANTA BARBARA
,
CA
93105
NONE
PC
SCHOOL BELL PROGRAM
15,000
BISHOP GARCIA DIEGO HIGH SCHOOL
4000 LA COLINA RD
SANTA BARBARA
,
CA
93110
NONE
PC
EDUCATION
2,000
BOYS & GIRLS CLUB OF LARIMER COUNTY
103 SMOKEY ST
FORT COLLINS
,
CO
80525
NONE
PC
YOUTH SUPPORT SERVICES
10,000
CARE4PAWS
PO BOX 60524
SANTA BARBARA
,
CA
93160
NONE
PC
ANIMAL WELFARE
2,500
CALM
1236 CHAPALA ST
SANTA BARBARA
,
CA
93101
NONE
PC
CHILD ABUSE TREATMENT AND PREVENTION
10,000
CANCER CENTER OF SANTA BARBARA
300 W PUEBLO ST
SANTA BARBARA
,
CA
93105
NONE
PC
HUMAN HEALTH SERVICES
3,000
CASA COURT APPOINTED SPECIAL ADVOCATES
402 E GUTIERREZ ST
SANTA BARBARA
,
CA
93101
NONE
PC
CHILD ABUSE TREATMENT AND PREVENTION
22,000
CASA SERENA
1515 BATH ST
SANTA BARBARA
,
CA
93101
NONE
PC
ALCOHOL AND DRUG RECOVERY SERVICES
25,000
CHILDREN'S MUSEUM OF SANTA BARBARA (MOXI)
125 STATE ST
SANTA BARBARA
,
CA
93101
NONE
PC
EDUCATION
10,500
CITY OF GOODYEAR
190 N LITCHFIELD RD
GOODYEAR
,
AZ
85338
NONE
PC
COMMUNITY SUPPORT SERVICES
10,000
COMMUNITY HOSPITAL HEALTH FOUNDATION
PO BOX 1328
MCCOOK
,
NE
69001
NONE
PC
HUMAN HEALTH SERVICES
10,000
COMMUNITY KITCHEN
816 CACIQUE ST
SANTA BARBARA
,
CA
93103
NONE
PC
FAMILY SUPPORT SERVICES
2,000
COTTAGE REHAB HOSPITAL FOUNDATION
2415 DE LA VINA ST
SANTA BARBARA
,
CA
93105
NONE
PC
HUMAN HEALTH SERVICES
10,000
COUNCIL ON ALCOHOLISM & DRUG ABUSE
PO BOX 28
SANTA BARBARA
,
CA
93102
NONE
PC
ALCOHOL AND DRUG RECOVERY SERVICES
20,000
DOMESTIC VIOLENCE SOLUTIONS
PO BOX 3782
SANTA BARBARA
,
CA
93103
NONE
PC
FAMILY SUPPORT SERVICES
10,000
DREAM FOUNDATION
1528 CHAPALA ST 304
SANTA BARBARA
,
CA
93101
NONE
PC
DREAMS FOR VETERANS
7,500
EASTSIDE BOYS & GIRLS CLUB
632 E CANON PERDIDO ST
SANTA BARBARA
,
CA
93101
NONE
PC
YOUTH SUPPORT SERVICES
10,000
EATON SCHOOL DISTRICT
200 PARK AVE
EATON
,
CO
80615
NONE
PC
EDUCATION
888
ED THOMAS YMCA
901 W E ST
MCCOOK
,
NE
69001
NONE
PC
RECREATION AND SPORTS
10,000
ESTES PARK SCHOOL DISTRICT RE3
1605 BRODIE AVE
ESTES PARK
,
CO
80517
NONE
PC
EDUCATION
4,392
FAMILY SERVICE AGENCY
123 W GUTIERREZ ST
SANTA BARBARA
,
CA
93101
NONE
PC
FAMILY SUPPORT SERVICES
10,000
FIRST TEE CENTRAL COAST
PO BOX 6261
SANTA BARBARA
,
CA
93160
NONE
PC
RECREATION AND SPORTS
10,000
FOOD FROM THE HEART
PO BOX 3908
SANTA BARBARA
,
CA
93130
NONE
PC
FAMILY SUPPORT SERVICES
11,000
FOODBANK OF SANTA BARBARA
4554 HOLLISTER AVE
SANTA BARBARA
,
CA
93110
NONE
PC
FAMILY SUPPORT SERVICES
26,000
FOUNDATION FOR SBCCCARE
721 CLIFF DR
SANTA BARBARA
,
CA
93109
NONE
PC
EDUCATION
20,000
GIRLS INC
HOLLISTER AVE
SANTA BARBARA
,
CA
93111
NONE
PC
YOUTH SUPPORT SERVICES
15,000
HABITAT FOR HUMANITY
6860 CORTONA DR A
GOLETA
,
CA
93117
NONE
PC
AFFORDABLE HOME OWNERSHIP
17,000
HARMONY FOUNDATION INC
1600 FISH HATCHERY RD
ESTES PARK
,
CO
80517
NONE
PC
ALCOHOL AND DRUG RECOVERY SERVICES
21,712
HEARTS & HORSES
163 N COUNTY RD 29
LOVELAND
,
CO
80537
NONE
PC
DISABILITY SUPPORT SERVICES
15,000
HEARTS THERAPEUTIC EQUESTRIAN CENTER
4420 CALLE REAL
SANTA BARBARA
,
CA
93111
NONE
PC
DISABILITY SUPPORT SERVICES
2,500
HIGHLAND HIGH SCHOOL
2900 ROYAL SCOTS WAY
BAKERSFIELD
,
CA
93306
NONE
PC
EDUCATION
5,856
HOSPICE OF SANTA BARBARA INC
520 W JUNIPERO ST
SANTA BARBARA
,
CA
93105
NONE
PC
HUMAN HEALTH SERVICES
12,030
HOUSE OF NEIGHBORLY SERVICE
565 N CLEVELAND AVE
LOVELAND
,
CO
80537
NONE
PC
FAMILY SUPPORT SERVICES
10,000
JUSTICE HIGH SCHOOL
805 EXCALIBUR ST
LAFAYETTE
,
CO
80026
NONE
PC
EDUCATION
6,100
KIDS PACK HOPE AND CHARITY FOR CHILDREN
3725 FRONTAGE RD NORTH STE 1
LAKELAND
,
FL
33810
NONE
PC
YOUTH SERVICES
12,500
LITTLE STAR PONY FOUNDATION
1036 ARBOLADO RD
SANTA BARBARA
,
CA
93103
NONE
PC
DISABILITY SUPPORT SERVICES
500
LOVELAND FOOD BANK
245 S MADISON AVE
LOVELAND
,
CO
80537
NONE
PC
FAMILY SUPPORT SERVICES
70,000
MCCOOK CHAMBER OF COMMERCE
107 GEORGE NORRIS AVE
MCCOOK
,
NE
69001
NONE
PC
COMMUNITY SUPPORT SERVICES
10,000
MEALS ON WHEELS LOVELAND & BERTHOUD
535 N DOUGLAS AVE
LOVELAND
,
CO
80537
NONE
PC
FAMILY SUPPORT SERVICES
20,000
MENTAL WELLNESS CENTER
617 GARDEN ST
SANTA BARBARA
,
CA
93101
NONE
PC
HUMAN HEALTH SERVICES
10,000
NEW BEGINNINGS COUNSELING CENTER
324 E CARRILLO ST C
SANTA BARBARA
,
CA
93101
NONE
PC
COUNSELNG SERVICES
10,000
NEW HOUSE
2434 BATH ST
SANTA BARBARA
,
CA
93105
NONE
PC
ALCOHOL AND DRUG RECOVERY SERVICES
25,170
ORGANIC SOUP KITCHEN
315 MEIGS RD STE A 369
SANTA BARBARA
,
CA
93109
NONE
PC
COMMUNITY SUPPORT SERVICES
10,000
PACIFIC PRIDE FOUNDATION
608 ANACAPA ST
SANTA BARBARA
,
CA
93101
NONE
PC
COMMUNITY SUPPORT SERVICES
10,000
PAGE YOUTH CENTER
4540 HOLLISTER AVE
SANTA BARBARA
,
CA
93110
NONE
PC
RECREATION AND SPORTS
15,000
PATHPOINT
315 W HALEY ST 102
SANTA BARBARA
,
CA
93101
NONE
PC
DISABILITY SUPPORT SERVICES
10,000
PATHWAYS HOSPICE
585 N MARY AVE
SUNNYVALE
,
CA
94085
NONE
PC
HUMAN HEALTH SERVICES
10,000
PINNACLE CHARTER SCHOOL
1001 W 84TH AVE
DENVER
,
CO
80260
NONE
PC
EDUCATION
6,832
POLICE ACTION LEAGUE (PAL)
222 E ANAPAMU STE 24
SANTA BARBARA
,
CA
93190
NONE
PC
YOUTH SUPPORT SERVICES
12,500
PROJECT SELF-SUFFICIENCY
2001 S SHIELD ST D-203
FORT COLLINS
,
CO
80526
NONE
PC
FAMILY SUPPORT SERVICES
10,000
RESURRECTION CHRISTIAN SCHOOL
6508 E CROSS ROADS BLVD
LOVELAND
,
CO
80538
NONE
PC
EDUCATION
3,328
ROCKY MOUNTAIN LUTHERAN HIGH SCHOOL
2300 W 90TH AVE
DENVER
,
CO
80260
NONE
PC
EDUCATION
488
SALVATION ARMY
PO BOX 6190
SANTA BARBARA
,
CA
93160
NONE
PC
HOMELESS SUPPORT SERVICES
24,000
SALVATION ARMY OF LOVELAND
840 N LINCOLN AVE
LOVELAND
,
CO
80537
NONE
PC
GENERAL
10,000
SANTA BARBARA ATHLETIC ROUND TABLE
PO BOX 3813
SANTA BARBARA
,
CA
93130
NONE
PC
RECREATION AND SPORTS
5,500
SANTA BARBARA CITY COLLEGE PROMISE
721 CLIFF DR
SANTA BARBARA
,
CA
93109
NONE
PC
EDUCATION
50,000
SANTA BARBARA COTTAGE HOSPITAL FOUNDATION
PO BOX 689
SANTA BARBARA
,
CA
93102
NONE
PC
HUMAN HEALTH SERVICES
10,000
SANTA BARBARA INTERNATIONAL FILM FESTIVAL
1528 CHAPALA ST 203
SANTA BARBARA
,
CA
93101
NONE
PC
ARTS
20,500
SANTA BARBARA NEIGHBORHOOD CLINICS
970 EMBARCADERO DEL MAR
ISLA VISTA
,
CA
93117
NONE
PC
HUMAN HEALTH SERVICES
30,000
SANTA BARBARA POLICE OFFICERS ASSOCIATION
PO BOX 687
SANTA BARBARA
,
CA
93102
NONE
PC
COMMUNITY SUPPORT SERVICES
500
SANTA BARBARA POLICE FOUNDATION
PO BOX 91929
SANTA BARBARA
,
CA
93190
NONE
PC
COMMUNITY SUPPORT SERVICES
8,000
SANTA BARBARA RESCUE MISSION
535 E YANONALI ST
SANTA BARBARA
,
CA
93103
NONE
PC
ALCOHOL AND DRUG RECOVERY SERVICES
71,000
SANTA BARBARA SCHOOL OF SQUASH
1530 CHAPALA ST STE B
SANTA BARBARA
,
CA
93101
NONE
PC
RECREATION AND SPORTS
10,000
SANTA BARBARA YMCA
36 HITCHCOCK WAY
SANTA BARBARA
,
CA
93105
NONE
PC
RECREATION AND SPORTS
10,000
SANTA BARBARA ZOO
500 NINOS DR
SANTA BARBARA
,
CA
93103
NONE
PC
EDUCATION
12,500
SANTA COPS OF LARIMER COUNTY
PO BOX 580
FORT COLLINS
,
CO
80522
NONE
PC
YOUTH SUPPORT SERVICES
2,500
SCHOLARSHIP FOUNDATION OF SANTA BARBARA
PO BOX 3620
SANTA BARBARA
,
CA
93130
NONE
PC
EDUCATION
20,000
SPECIAL OLYMPICS - SANTA BARBARA
423 W VICTORIA ST
SANTA BARBARA
,
CA
93101
NONE
PC
DISABILITY SUPPORT SERVICES
1,000
ST MARY'S FOOD BANK
2831 N 31ST AVE
PHOENIX
,
AZ
85009
NONE
PC
FAMILY SUPPORT SERVICES
2,000
STARGATE SCHOOL
14530 WASHINGTON ST
THORNTON
,
CO
80023
NONE
PC
EDUCATION
2,782
STORYTELLER
2115 STATE ST
SANTA BARBARA
,
CA
93105
NONE
PC
EDUCATION
10,000
TEDDY BEAR CANCER FOUNDATION
133 E DE LA GUERRA ST 163
SANTA BARBARA
,
CA
93101
NONE
PC
HUMAN HEALTH SERVICES
3,000
THE TURNER FOUNDATION
PO BOX 186
SANTA BARBARA
,
CA
93102
NONE
PC
FAMILY SUPPORT SERVICES
5,000
THOMPSON R-2J SCHOOL DISTRICT
800 S TAFT AVE
LOVELAND
,
CO
80537
NONE
PC
EDUCATION
25,000
TRANSITION HOUSE
425 E COTA ST
SANTA BARBARA
,
CA
93101
NONE
PC
FAMILY SUPPORT SERVICES
19,000
UCSB FOUNDATION
1210 CHEADLE HALL
SANTA BARBARA
,
CA
93106
NONE
PC
GUARDIAN SCHOLARS PROGRAM
10,000
UNITED BOYS & GIRLS CLUB OF SANTA BARBARA
5701 HOLISTER AVE
GOLETA
,
CA
93116
NONE
PC
YOUTH SUPPORT SERVICES
30,250
UNITED WAY OF SANTA BARBARA
320 E GUTIERREZ ST
SANTA BARBARA
,
CA
93101
NONE
PC
COMMUNITY SUPPORT SERVICES
22,950
UNITY SHOPPE
1236 CHAPALA ST
SANTA BARBARA
,
CA
93101
NONE
PC
FAMILY SUPPORT SERVICES
48,000
VISITING NURSE & HOSPICE CARE
220 E CANON PERDIDO ST
SANTA BARBARA
,
CA
93101
NONE
PC
HUMAN HEALTH SERVICES
17,700
VITAMIN ANGELS
111 W MICHELTORENA ST 300
SANTA BARBARA
,
CA
93140
NONE
PC
HUMAN HEALTH SERVICES
10,000
WELD COUNTY RE-1 SCHOOL DISTRICT
14827 WELD COUNTY RD 42
GILCREST
,
CO
80623
NONE
PC
EDUCATION
12,200
WELD COUNTY RE-3J SCHOOL DISTRICT
99 W BROADWAY ST
KEENESBURG
,
CO
80643
NONE
PC
EDUCATION
8,452
WELD COUNTY RE-7 SCHOOL DISTRICT
501 CLARK ST
KERSEY
,
CO
80644
NONE
PC
EDUCATION
5,612
WELD COUNTY RE-8 SCHOOL DISTRICT
301 REYNOLDS ST
FORT LUPTON
,
CO
80621
NONE
PC
EDUCATION
18,056
WINDSOR HIGH SCHOOL
900 MAIN ST
WINDSOR
,
CO
80550
NONE
PC
EDUCATION
1,098
WINDSOR MIDDLE SCHOOL
1100 MAIN ST
WINDSOR
,
CO
80550
NONE
PC
EDUCATION
1,220
WOMEN'S ECONOMIC VENTURES
333 S SALINAS ST
SANTA BARBARA
,
CA
93103
NONE
PC
COMMUNITY SUPPORT SERVICES
500
YOUNG LIFE
123 W PADRE ST 3
SANTA BARBARA
,
CA
93105
NONE
PC
YOUTH SUPPORT SERVICES
10,000
YOUTH AND FAMILY SERVICES YMCA
105 E CARRILLO ST
SANTA BARBARA
,
CA
93101
NONE
PC
FAMILY PROGRAMS
10,000
Total
.................................
3a
1,226,616
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
5,850
4
Dividends and interest from securities
....
14
585,483
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
-22,035
6
Net rental income or (loss) from personal property
7
Other investment income
.....
523000
19,703
01
15,559
8
Gain or (loss) from sales of assets other than
inventory
............
18
624,371
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
19,703
1,209,228
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,228,931
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description