Burnand-Partridge Foundation H Scott Partridge Et Al Co-Trustees

990PF • Fiscal year 2012 • EIN 77-6203456

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 07, 2013

Organization Profile

5699 Country Club Drive94928

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $10M-$25M nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

$39,099

Higher top officer pay than 71% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

-3.0%

Faster asset growth than 24% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets15th percentile

Assets

Down

$16,693,444

Down $511,400 (-3.0%) from 2011

Net Assets

$16,693,444

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$717,551

Down $320,176 (-31%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

Highlighted filing

2012

Assets$16,693,444

Liabilities$0

Net Assets$16,693,444

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$717,551

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Aug 7, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay71st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHARLES W PARTRIDGE JR	Trustee	PT	$39,099	-	$39,099
CHARLES K PARTRIDGE SR	Trustee	PT	$39,099	-	$39,099
CAROLYN B WELCH	Trustee	PT	$39,099	-	$39,099
HERBERT S PARTRIDGE	Trustee	PT	$39,099	-	$39,099
SHERRY E KIMBALL	Trustee	PT	$39,099	-	$39,099

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	SCHOLARSHIP FOUNDATION OF SANTA BARBARA	SCHOLARSHIPS	501(C)3	SANTA BARBARA, CA, US	$450,000
Paid Grant	MUSIC ACADEMY OF THE WEST	PERFORMING ARTS AND EDUCATION	501(C)3	SANTA BARBARA, CA, US	$5,000
Paid Grant	GIRLS INCORPORATED OF GREATER SANTA BARBARA	EDUCATIONAL PROGRAMS FOR GIRLS	501(C)3	SANTA BARBARA, CA, US	$2,000
Paid Grant	OJAI MUSIC FESTIVAL	PERFORMING ARTS AND EDUCATION	501(C)3	OJAI, CA, US	$2,000
Paid Grant	MUSIC CENTER FOUNDATION	PERFORMING ARTS AND EDUCATION	501(C)3	LOS ANGELES, CA, US	$1,000

Filing and Contact Details

Filer

EIN: 77-6203456

Raw XML Appendix386 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	CHARLES W PARTRIDGE JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	CHARLES K PARTRIDGE SR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	CAROLYN B WELCH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	HERBERT S PARTRIDGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	4	SHERRY E KIMBALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	3	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	4	TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	UKIAH
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	450000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	2000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	2000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	PERFORMING ARTS AND EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	EDUCATIONAL PROGRAMS FOR GIRLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	PERFORMING ARTS AND EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	PERFORMING ARTS AND EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	SCHOLARSHIP FOUNDATION OF SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	MUSIC ACADEMY OF THE WEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	GIRLS INCORPORATED OF GREATER SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	OJAI MUSIC FESTIVAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	MUSIC CENTER FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	501(C)3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	501(C)3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	501(C)3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	501(C)3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	501(C)3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	2253 LAS POSITAS ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	1070 FAIRVIEW ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	402 EAST CARRILLO STREET STE A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	201 SOUTH SIGNAL STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	135 NORTH GRAND AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	OJAI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	93105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	93108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	93101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	93023
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	90012
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	460000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	588778
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	770600
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	93233
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	299928
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	339593
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	181822
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	181822
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	550932
IRS990PF/UndistributedIncome/ExcessFromYear1	0	93233
IRS990PF/UndistributedIncome/ExcessFromYear2	0	299928
IRS990PF/UndistributedIncome/ExcessFromYear3	0	157771
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	588778
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	550932
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	732754
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	TELEPHONE
OtherExpensesSchedule/OtherExpenses/Description	1	CONSULTANT
OtherExpensesSchedule/OtherExpenses/Description	2	OTHER ADVISORS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	848
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	12000
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	2	14400
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	848
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	12000
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	2	14400
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	1696
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	24000
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	2	28800
TaxesSchedule/Taxes/Amount	0	10
TaxesSchedule/Taxes/Amount	1	50
TaxesSchedule/Taxes/Category	0	CA FRANCHISE TAX FORM 199
TaxesSchedule/Taxes/Category	1	CA DEPT OF JUSTICE FORM RRF-1
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	5
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	25
TaxesSchedule/Taxes/NetInvestmentIncome	0	5
TaxesSchedule/Taxes/NetInvestmentIncome	1	25
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	776203456
ReturnHeader/Filer/Name/BusinessNameLine1	0	BURNAND-PARTRIDGE FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine2	0	H SCOTT PARTRIDGE ET AL CO-TRUSTEES
ReturnHeader/Filer/NameControl	0	BURN
ReturnHeader/Filer/Phone	0	7075863534
ReturnHeader/Filer/USAddress/AddressLine1	0	5699 COUNTRY CLUB DRIVE
ReturnHeader/Filer/USAddress/City	0	ROHNERT PARK
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	94928
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-08-07
ReturnHeader/Officer/Name	0	H SCOTT PARTRIDGE
ReturnHeader/Officer/Phone	0	7075863534
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/PreparerFirm/EIN	0	952835976
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	115 E MICHELTORENA ST 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	SANTA BARBARA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	93101
ReturnHeader/Preparer/Name	0	JAMES W FISCHER
ReturnHeader/Preparer/Phone	0	8059664157
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-08-09T12:02:52-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $16,693,444
Liabilities: $0
Net assets: $16,693,444
Revenue: -
Expenses: $717,551
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$13.6	$0.00	$13.6	$0.59	$0.88	$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$13.9	$0.00	$13.9	$0.28	$0.70	$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$14.3	$0.00	$14.3	$0.40	$0.70	$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$14.6	$0.00	$14.6	$0.75	$0.81	$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$14.7	$0.00	$14.7	$1.32	$0.77	$0.55
2019Detailed filing. Detailed filing data is available for this year.	$14.1	$0.00	$14.1	$0.37	$0.79	$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$14.5	$0.00	$14.5	$0.84	$0.74	$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$14.4	$0.00	$14.4	$0.70	$0.78	$0.09
2016Detailed filing. Detailed filing data is available for this year.	$14.5	$0.00	$14.5	$0.06	$0.72	$0.66
2015Detailed filing. Detailed filing data is available for this year.	$15.2	$0.00	$15.2	$0.01	$0.74	$0.76
2014Summary only. Only limited summary data is available for this year.	$15.9	$0.00		$0.42	$0.72	$0.30
2013Detailed filing. Detailed filing data is available for this year.	$16.2	$0.00	$16.2	$0.25	$0.72	$0.47
2012Detailed filing. Detailed filing data is available for this year.	$16.7	$0.00	$16.7		$0.72
2011Summary only. Only limited summary data is available for this year.	$17.2	$0.00		$0.22	$1.04	$0.82
2010Detailed filing. Detailed filing data is available for this year.	$18.0	$0.00	$18.0		$1.31