Civic Intelligence

Eric and Kelly Schwartz Charitable Trust

990 • Fiscal year 2016 • EIN 47-4959497

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileN/A
1776 Pleasant Plain RoadFairfield, IA 52556

(641) 472-5100

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.01x

Higher debt load relative to revenue than 4% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$368,634

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

98th percentile

104%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

34%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$29,573,529

Up $15,106,864 (+104%) from 2015

Net Assets

Up

$29,447,545

Up $14,980,880 (+104%) from 2015

Liabilities

Up

$125,984

Up $125,984 from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin99th percentile

Revenue

Up

$19,326,053

Up $4,859,388 (+34%) from 2015

Expenses

Up

$868,390

Up $868,390 from 2015

Net Income

Up

$18,457,663

Up $3,990,998 (+28%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$400M$300M$200M$100M$0Assets 2015: $14,466,665Liabilities 2015: $0Net Assets 2015: $14,466,6652015Assets 2016: $29,573,529Liabilities 2016: $125,984Net Assets 2016: $29,447,5452016Assets 2017: $33,877,765Liabilities 2017: $0Net Assets 2017: $33,877,7652017Assets 2018: $42,413,608Liabilities 2018: $0Net Assets 2018: $42,413,6082018Assets 2019: $49,402,317Liabilities 2019: $0Net Assets 2019: $49,402,3172019Assets 2020: $50,785,851Liabilities 2020: $0Net Assets 2020: $50,785,8512020Assets 2021: $64,567,604Liabilities 2021: $0Net Assets 2021: $64,567,6042021Assets 2022: $126,690,369Liabilities 2022: $0Net Assets 2022: $126,690,3692022Assets 2023: $249,210,076Liabilities 2023: $0Net Assets 2023: $249,210,0762023Assets 2024: $332,507,517Liabilities 2024: $0Net Assets 2024: $332,507,5172024

Highlighted filing

2016

Assets$29,573,529
Liabilities$125,984
Net Assets$29,447,545
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$100M$50M$0-$50MRevenue 2015: $14,466,665Expenses 2015: $0Net Income 2015: $14,466,6652015Revenue 2016: $19,326,053Expenses 2016: $868,390Net Income 2016: $18,457,6632016Revenue 2017: $2,577,326Expenses 2017: $1,333,090Net Income 2017: $1,244,2362017Revenue 2018: $2,779,457Expenses 2018: $864,442Net Income 2018: $1,915,0152018Revenue 2019: $1,683,190Expenses 2019: $1,703,251Net Income 2019: -$20,0612019Revenue 2020: $1,557,723Expenses 2020: $968,112Net Income 2020: $589,6112020Revenue 2021: $3,929,578Expenses 2021: $637,828Net Income 2021: $3,291,7502021Revenue 2022: $3,097,110Expenses 2022: $1,069,155Net Income 2022: $2,027,9552022Revenue 2023: $99,678,800Expenses 2023: $2,318,855Net Income 2023: $97,359,9452023Revenue 2024: $13,710,678Expenses 2024: $2,527,101Net Income 2024: $11,183,5772024

Highlighted filing

2016

Revenue$19,326,053
Expenses$868,390
Net Income$18,457,663
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$19,326,053
Mission and Program Overview

Mission

To support the santa barbara foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,466,665$29,447,545▲ $14,980,880
Investments Other Securities$14,466,665$29,181,117▲ $14,714,452
Savings and Temporary Cash Investments$0$392,412▲ $392,412
Loans From Officers Directors$0$125,984▲ $125,984
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$14,466,665$29,573,529▲ $15,106,864
Liabilities
Total Liabilities$0$125,984▲ $125,984
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,466,665$29,447,545▲ $14,980,880
Total Liabilities and Net Assets / Fund Balance$14,466,665$29,573,529▲ $15,106,864

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$29,181,117--
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Janet CampbellTrustee
Jonathan RudneyTrustee
Kelly SchwartzTrustee
Ron Gallo EddTrustee
Eric SchwartzTrustee, Principal Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,468,896
Program Service Revenue
$0
Investment Income
$33
Other Revenue
$1,857,124
All Other Contributions
$17,468,896
Change in Net Assets
$18,457,663

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Closely Held Stock2$17,468,896Appraisal
Total Noncash Contributions2$17,468,896-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$618,390
Grants and Similar Amounts Paid$250,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$250,000--$250,000
Fees for Services Management-$91,721-$91,721
Other Expenses-$21,500-$21,500
Fees for Services Accounting-$5,015-$5,015
Office Expenses-$154-$154
Total Functional Expenses$250,000$618,390$0$868,390
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Center for Wellness and Achievement in EducationSan Francisco, CA501(c)3In Support of Santa Barbara Foundation. Grant for Quiet Time Program.$250,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$125,984▲ $125,984
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Eric schwartz, trustee, and kelly schwartz, trustee, have a family relationship. Eric schwartz, trustee, and jonathan rudney, trustee, have a business relationship. Ron gallo, trustee, and janet campbell, trustee, have a business relationship.”

Form 990, Part VI, Section A, Line 7A

“Santa barbara foundation, the supported organization of the filing organization, is entitled to appoint, replace, and remove a majority of the board of trustees. The supported organization has appointed three (3) of the current five (5) trustees.”

Form 990, Part VI, Section A, Line 7B

“Certain board actions described in the bylaws may be taken only with prior consent of santa barbara foundation, the supported organization of the filing organization.”

Form 990, Part VI, Section B, Line 11B

“The organization provides a copy of form 990 to all trustees before filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization has a conflict of interest policy which requires all interested persons to disclose potential conflicts of interest. This conflict of interest policy is regularly monitored and enforced.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, or financial statements available to the public.”

FORM 990, PART VII, SECTION A:

“Ron gallo, trustee, is the president and ceo of, and receives compensation from, santa barbara foundation, the supported organization. Janet campbell, trustee, is chief philanthropic officer of, and receives compensation from, santa barbara foundation, the supported organization. Trustees are not compensated for services provided to the filing organization.”

Filing and Contact Details

Filer

Filer Name
Eric and Kelly Schwartz Charitable Trust
EIN
47-4959497
Phone
6414725100
Address
1776 PLEASANT PLAIN ROAD, FAIRFIELD, IA 52556

Signing Officer

Name
Eric Schwartz
Title
Trustee
Phone
6414725100
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Schwartz
Formed
2015
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE SUITE 800, CEDAR RAPIDS, IA 52401
Preparer
Carley Umstead
Phone
3192985333
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Cambridge investment group - distributions 1,134,785. Cambridge investment group - k-1 income -1,857,124.”

Raw XML AppendixShowing 400 of 466 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ERIC SCHWARTZ, TRUSTEE, AND THE ERIC SCHWARTZ FAMILY FOUNDATION (SOLE TRUSTEE ERIC SCHWARTZ) CONTRIBUTED STOCK IN CAMBRIDGE INVESTMENT GROUP, INC., AN IOWA CORPORATION ("CAMBRIDGE") TO THE CHARITABLE TRUST. CAMBRIDGE IS A CLOSELY-HELD CORPORATION WHOSE SHARES ARE NOT REGISTERED FOR TRADING ON ANY EXCHANGE. ERIC SCHWARTZ, DIRECTLY OR INDIRECTLY, OWNS A MAJORITY INTEREST IN CAMBRIDGE. ERIC SCHWARTZ IS THE FOUNDER AND CHAIRMAN OF THE BOARD OF CAMBRIDGE. IN ADDITION, ERIC SCHWARTZ IS EMPLOYED BY CAMBRIDGE AS THE CHIEF EXECUTIVE OFFICER AND RECEIVES COMPENSATION FOR SUCH POSITION. THE CHARITABLE TRUST IS A MINORITY SHAREHOLDER OF CAMBRIDGE. SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION, IS ENTITLED TO APPOINT, REPLACE, AND REMOVE A MAJORITY OF THE BOARD OF TRUSTEES. SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION, HAS APPOINTED THREE (3) OF THE CURRENT FIVE (5) TRUSTEES AND CONTROLS THE GOVERNANCE OF THE FILING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE EXPLANATION FOR LINE 9B ABOVE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 9B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 9C:
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt029181117
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt029181117
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0250000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0IN SUPPORT OF SANTA BARBARA FOUNDATION. GRANT FOR QUIET TIME PROGRAM.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CENTER FOR WELLNESS AND ACHIEVEMENT IN EDUCATION
IRS990ScheduleI/RecipientTable/RecipientEIN0392060766
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0711 VAN NESS AVENUE 440
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094102
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION, IS RESPONSIBLE FOR GRANT ADMINISTRATION AND MAINTAINS DETAILED RECORDS OF THE AMOUNTS AND USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0258661
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1166669
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt051366
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt124899
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt058607
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt115141
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RON GALLO EDD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JANET CAMPBELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0368634
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1206709
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0TRUSTEES ARE NOT COMPENSATED FOR SERVICES PROVIDED TO THE FILING ORGANIZATION. RON GALLO, TRUSTEE IS PRESIDENT AND CEO OF, AND RECEIVES COMPENSATION FROM, SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION. SANTA BARBARA FOUNDATION UTILIZES THE FOLLOWING METHODS TO ESTABLISH CEO COMPENSATION: - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0125984
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0INTEREST FREE LOAN TO PAY FEDERAL TAX ESTIMATES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0125984
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0ERIC SCHWARTZ
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0TRUSTEE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SUBSEQUENT TO YEAR-END THE LOAN WAS REPAID, CURRENT BALANCE ZERO.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0ADDITIONAL INFORMATION - PART II
IRS990ScheduleL/TotalBalanceDueAmt0125984
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/MethodOfDeterminingRevenuesTxt0APPRAISAL
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NoncashContributionsRptF990Amt017468896
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION TRACKS THE NUMBER OF CONTRIBUTIONS.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ERIC SCHWARTZ, TRUSTEE, AND KELLY SCHWARTZ, TRUSTEE, HAVE A FAMILY RELATIONSHIP. ERIC SCHWARTZ, TRUSTEE, AND JONATHAN RUDNEY, TRUSTEE, HAVE A BUSINESS RELATIONSHIP. RON GALLO, TRUSTEE, AND JANET CAMPBELL, TRUSTEE, HAVE A BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION OF THE FILING ORGANIZATION, IS ENTITLED TO APPOINT, REPLACE, AND REMOVE A MAJORITY OF THE BOARD OF TRUSTEES. THE SUPPORTED ORGANIZATION HAS APPOINTED THREE (3) OF THE CURRENT FIVE (5) TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN BOARD ACTIONS DESCRIBED IN THE BYLAWS MAY BE TAKEN ONLY WITH PRIOR CONSENT OF SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION OF THE FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES A COPY OF FORM 990 TO ALL TRUSTEES BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES ALL INTERESTED PERSONS TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THIS CONFLICT OF INTEREST POLICY IS REGULARLY MONITORED AND ENFORCED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RON GALLO, TRUSTEE, IS THE PRESIDENT AND CEO OF, AND RECEIVES COMPENSATION FROM, SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION. JANET CAMPBELL, TRUSTEE, IS CHIEF PHILANTHROPIC OFFICER OF, AND RECEIVES COMPENSATION FROM, SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION. TRUSTEES ARE NOT COMPENSATED FOR SERVICES PROVIDED TO THE FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CAMBRIDGE INVESTMENT GROUP - DISTRIBUTIONS 1,134,785. CAMBRIDGE INVESTMENT GROUP - K-1 INCOME -1,857,124.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SANTA BARBARA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951866094
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01111 CHAPALA STREET STE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt014466665
IRS990/TotalAssetsEOYAmt029573529
IRS990/TotalAssetsGrp/BOYAmt014466665
IRS990/TotalAssetsGrp/EOYAmt029573529
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt017468896
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0618390

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,573,529
Liabilities
$125,984
Net assets
$29,447,545
Revenue
$19,326,053
Expenses
$868,390
Net income
$18,457,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$333$0.00$333$13.7$2.53$11.2
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$249$0.00$249$99.7$2.32$97.4
2022Detailed filing. Detailed filing data is available for this year.$127$0.00$127$3.10$1.07$2.03
2021Detailed filing. Detailed filing data is available for this year.$64.6$0.00$64.6$3.93$0.64$3.29
2020Detailed filing. Detailed filing data is available for this year.$50.8$0.00$50.8$1.56$0.97$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.4$0.00$49.4$1.68$1.70$0.02
2018Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$2.78$0.86$1.92
2017Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$2.58$1.33$1.24
2016Detailed filing. Detailed filing data is available for this year.$29.6$0.13$29.4$19.3$0.87$18.5
2015Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$14.5$0.00$14.5