Civic Intelligence

Charles Bloom Foundation Inc.

990PF • Fiscal year 2020 • EIN 13-6083599

Dec 01, 2019 to Nov 30, 2020 • Filed on Feb 19, 2021

Organization Profile
240 Eucalyptus Hill DriveSanta Barbara, CA 93108

(805) 563-1049

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

99th percentile

323%

Higher net margin than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

7th percentile

-12%

Faster asset growth than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$1,266,014

Down $174,166 (-12%) from 2019

Net Assets

Down

$1,264,964

Down $174,109 (-12%) from 2019

Liabilities

Down

$1,050

Down $57 (-5.1%) from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$50,857

Down $123,967 (-170%) from 2019

Expenses

Down

$113,267

Down $9,903 (-8.0%) from 2019

Net Income

Down

-$164,124

Down $114,064 (-228%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,030,784Liabilities 2011: $02011Assets 2012: $1,173,131Liabilities 2012: $02012Assets 2013: $1,163,858Liabilities 2013: $02013Assets 2014: $1,757,320Liabilities 2014: $14,0072014Assets 2015: $1,761,255Liabilities 2015: $02015Assets 2018: $1,489,192Liabilities 2018: $59Net Assets 2018: $1,489,1332018Assets 2019: $1,440,180Liabilities 2019: $1,107Net Assets 2019: $1,439,0732019Assets 2020: $1,266,014Liabilities 2020: $1,050Net Assets 2020: $1,264,9642020Assets 2021: $1,347,049Liabilities 2021: $1,050Net Assets 2021: $1,345,9992021Assets 2022: $1,331,758Liabilities 2022: $1,050Net Assets 2022: $1,330,7082022Assets 2023: $1,021,492Liabilities 2023: $1,050Net Assets 2023: $1,020,4422023Assets 2024: $946,535Liabilities 2024: $1,050Net Assets 2024: $945,4852024

Highlighted filing

2020

Assets$1,266,014
Liabilities$1,050
Net Assets$1,264,964
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $162,514Expenses 2011: $64,151Net Income 2011: $98,3632011Revenue 2012: $219,505Expenses 2012: $77,158Net Income 2012: $142,3472012Revenue 2013: $164,182Expenses 2013: $173,455Net Income 2013: -$9,2732013Revenue 2014: $703,035Expenses 2014: $123,580Net Income 2014: $579,4552014Revenue 2015: $179,228Expenses 2015: $161,286Net Income 2015: $17,9422015Revenue 2018: $92,242Expenses 2018: $135,943Net Income 2018: -$43,7012018Revenue 2019: $73,110Expenses 2019: $123,170Net Income 2019: -$50,0602019Revenue 2020: -$50,857Expenses 2020: $113,267Net Income 2020: -$164,1242020Revenue 2021: $208,224Expenses 2021: $112,391Net Income 2021: $95,8332021Revenue 2022: $40,652Expenses 2022: $55,372Net Income 2022: -$14,7202022Revenue 2023: -$48,014Expenses 2023: $262,252Net Income 2023: -$310,2662023Revenue 2024: $110,279Expenses 2024: $185,236Net Income 2024: -$74,9572024

Highlighted filing

2020

Revenue-$50,857
Expenses$113,267
Net Income-$164,124
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Feb 19, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
lisa bookoutSecretary, CFO-$0--
clay tedeschiPresident-$0--
KURT RIECKENBERGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charles Bloom Foundation
EIN
13-6083599
Phone
8055631049
Address
240 EUCALYPTUS HILL DRIVE, SANTA BARBARA, CA 93108

Signing Officer

Name
clay tedeschi
Title
Treasurer
Signed
2021-02-19
Discuss with paid preparer
Yes

Preparer

Firm
PERI AND COMPANY CPAs INC
Address
360 S HOPE AVENUE SUITE C300, SANTA BARBARA, CA 93105
Preparer
David L Peri
Phone
8055631049
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0CHARLES BLOOM FOUNDATION FEIN 13-6083599 SUBSTANTIAL CONTRIBUTIONS- DECEMBER 1, 1947 TO NOVEMBER 30, 2008 CHARLES CHARLES HARRY LEWIS ELIZABETH TOTAL YEAR BLOOM BLOOM INC. BLOOM BLOOM KLAUSNER CONTRIBUTIONS 1947 $ 5,000 $ 35,000 $ $ $ $ 40,000 1948 15,000 25,000 40,000 1949 11,000 40,000 51,000 1950 15,000 63,000 78,000 1951 15,000 38,000 53,000 1952 15,000 40,000 55,000 1953 12,000 40,000 52,000 1954 9,338 -0- 9,338 1955 20,000 20,000 40,000 1956 21,000 5,000 25,000 1957 13,000 10,000 23,000 1958 18,966 15,000 33,966 1959 19,000 15,000 34,000 1960 20,000 15,000 35,000 1961 15,550 15,000 7,500 38,050 1962 18,500 15,000 5,000 38,500 1963 22,390 15,000 2,500 39,890 1964 -0- -0- -0- 1965 23,957 15,000 38,957 1966 -0- 15,000 15,000 1967 33,859 15,000 48,859 1968 9,869 -0- 9,869 1969 28,382 5,000 33,3821970-1975 -0- -0- -0- 1976 -0- -0- 29,519 78,700 108,219 1977 -0- -0- -0- -0- -0- 1978-2009 -0- -0- -0- -0- -0- 2010 -0- -0- 85,100 -0- 85,100 2011 135,006 135,006
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt860063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt991779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03489 ING GROEP NV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19441 VOYA GLOBAL EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28000 VOYA INTL HIGH DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34000 CALUMET SPECIALTY PRODUCTS PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42913 GOLUB CAP BDC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5283 AMGEN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc693 BLACKROCK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71100 INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8446 J P MORGAN CHASE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91500 VERIZON COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-110519
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-164124
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt09985
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01274949
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01439073
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01264964
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt058873
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt058873
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt058873
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt059370
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0497
IRS990PF/DistributableAmountGrp/TotalTaxAmt0497
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0497
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0497
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0497
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0497
IRS990PF/FMVAssetsEOYAmt01264520
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01107
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01050
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01439073
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01264964
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt042231
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt045276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01156949
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01017992
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01043555
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0261132
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt069982
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt039880
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022098
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0135809
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0135809
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01440180
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01266014
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01264520
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01107
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01050
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01440180
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01266014
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01439073
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01264964
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01205481
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt019563
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01185918
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018082
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt059370
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01187399
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01205481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0lisa bookout
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1clay tedeschi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KURT RIECKENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secretary, CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02993 featherhill road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1240 eucalyptus hill drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2240 EUCALYPTUS HILL ROD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0santa barbara
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1santa barbara
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293108
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt085679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt086176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0107308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0117708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0165030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt084500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0122228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.072157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.07130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.07156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.09607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01187399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01504997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01644924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01717744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01563160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01802933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0101500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.360784
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0101003
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0101500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0497
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0101500
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0240 EUCALYPTUS HILL DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0clay tedeschi
IRS990PF/StatementsRegardingActyGrp/PhoneNum08055631049
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION'S ONLY ACTIVITY IS GRANT MAKING. APPLICATIONS ARE REVIEWED AND ACCEPTED OR DENIED. THE FOUNDATION MADE 21 GRANTS THIS YEAR
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANTS TO 501(C)3 ORGANIZATIONS ONLY. SUBMIT 1 PAGE LETTER OF REQUEST AND DETAILED BUDGET.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0clay tedeschi
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08055631049
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0240 EUCALYPTUS HILL ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd093108

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,266,014
Liabilities
$1,050
Net assets
$1,264,964
Revenue
-$50,857
Expenses
$113,267
Net income
-$164,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.11$0.19$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.26$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.04$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.21$0.11$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.26$0.05$0.11$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.07$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.09$0.14$0.04
2015Summary only. Only limited summary data is available for this year.$1.76$0.00$0.18$0.16$0.02
2014Summary only. Only limited summary data is available for this year.$1.76$0.01$0.70$0.12$0.58
2013Summary only. Only limited summary data is available for this year.$1.16$0.00$0.16$0.17$0.01
2012Summary only. Only limited summary data is available for this year.$1.17$0.00$0.22$0.08$0.14
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$0.16$0.06$0.10