2024-05-14T17:43:50-05:00 2023-06-30 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990 2022-07-01 770009462 SANTA BARBARA HOSPICE FOUNDATION SANT 8058821041 2050 ALAMEDA PADRE SERRA 100 SANTA BARBARA CA 93103 TOM BURK PRESIDENT 8058821041 2024-05-14 1 TOM BURK 999009999 0 JOHN BRITTON P00290353 8059637811 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TOM BURK 2050 ALAMEDA PADRE SERRA 100 SANTA BARBARA CA 93103 22457176 0 X N/A X 1983 CA TO PROVIDE FINANCIAL SUPPORT TO HOSPICE OF SANTA BARBARA, INC. 11 11 0 11 0 0 0 0 0 0 2769609 912157 1364 6 2770973 912163 2125051 2106556 0 0 0 0 0 0 0 144654 154837 2269705 2261393 501268 -1349230 39656029 40837256 24571 22680 39631458 40814576 TO PROVIDE FINANCIAL SUPPORT TO HOSPICE OF SANTA BARBARA, INC. 0 0 2106556 2106556 TO PROVIDE FINANCIAL SUPPORT TO HOSPICE OF SANTA BARBARA, INC., AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3). 2106556 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X HUTCHINSON AND BLOODGOOD LLP 8059631837 200 EAST CARILLO STREET SUITE 303 SANTA BARBARA CA 93101 X MICHAEL STEIN PRESIDENT 1.00 X X 0 0 0 TYLER POWELL TRUSTEE 1.00 X 0 0 0 MARK LEVINE TRUSTEE 1.00 X 0 0 0 TOM STURGESS TRUSTEE 1.00 X 0 0 0 BERKELEY JOHNSON TRUSTEE 1.00 X 0 0 0 TOM BURK TREASURER 1.00 X X 0 0 0 COURTNEY DESOTO TRUSTEE 1.00 X 0 0 0 LINDA KHACHEK TRUSTEE 1.00 X 0 0 0 ANDREW CHUNG TRUSTEE 1.00 X 0 0 0 HILLARY TENTLER TRUSTEE 1.00 X 0 0 0 MICHAEL CHAMPION TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 761308 761308 21695862 21545013 150849 150849 150849 OTHER INCOME 900099 6 6 6 912163 6 0 912157 2106556 2106556 27448 27448 127389 127389 2261393 2106556 154837 0 868604 555614 30186963 32990362 8501220 7217040 99242 74240 39656029 40837256 24571 22680 24571 22680 X 1142190 2325308 38489268 38489268 39631458 40814576 39656029 40837256 -1349230 2532348 0 X X 0 1 X 1 0 X X X 1 HOSPICE OF SANTA BARBARA INC 237448586 7 1 2106556 0 1 2106556 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 944513 761308 944513 761308 0 0 0 0 0 0 944513 761308 45034495 39201464 872682 658484 99242 74240 46006419 39934188 0 0 0 46006419 39934188 0 0 46006419 39934188 1610225 1397697 0 0 1610225 1397697 944513 802836 1610225 1610225 0 1610225 2106556 0 0 0 0 0 2106556 2106556 1610225 100.000000000000 1610225 0 0 0 0 1366535 0 1366535 0 1366535 0 0 2106556 0 243690 1862866 0 0 1862866 0 0 0 0 1862866 SCHEDULE A, PART IV, SECTION D, LINE 3 HOSPICE OF SANTA BARBARA, INC., THE SOLE SUPPORTED ORGANIZATION OF THE FOUNDATION, HAS A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES AND USES OF INCOME AND ASSETS OF THE FOUNDATION. DAVID SELBERG, CHIEF EXECUTIVE OFFICER OF HSB, ATTENDED EACH OF THE FOUNDATION'S QUARTERLY BOARD MEETINGS AND PROVIDED AN UPDATE ON HSB PROGRAMS AND FINANCIAL RESULTS FOR THE PREVIOUS QUARTER. COPIES OF ALL FOUNDATION FINANCIAL STATEMENTS AND QUARTERLY INVESTMENT REPORTS ARE CIRCULATED TO HSB AND SHARED WITH THEIR BOARD AND FINANCE COMMITTEE. 38489268 2134004 2106556 27448 38489268 38489268 2158128 2125051 33077 38489268 38489268 2030414 2007065 23349 38489268 38489268 1654582 1625273 29309 38489268 38489268 1644211 1618529 25682 38489268 1.00000 0 0 0 FIDELITY 500 INDEX - INST PRM 7217040 F 7217040 X 3317122 2532348 2532348 784774 127389 127389 912163 2134004 0 2134004 127389 127389 2261393 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF THE FUNDS ESTABLISHED TO SUPPORT HOSPICE OF SANTA BARBARA, INC. PART X, LINE 2: THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ASC SUBTOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS PROVISION CLARIFIED THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FOUNDATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT OF THE FOUNDATION ANALYZED TAX POSITIONS IN ALL JURISDICTIONS WHERE THE FOUNDATION IS REQUIRED TO FILE AN INCOME TAX RETURN AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NOT INCLUDED ON FORM 990, PART VIII, LINE 3 127,389. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NOT INCLUDED ON FORM 990, PART VIII, LINE 3 127,389. 1 HOSPICE OF SANTA BARBARA INC 2050 ALAMEDA PADRE SERRA STE 100 SANTA BARBARA CA 93103 237448586 501(C)(3) 2106556 0 HOSPICE SERVICES 1 PART I, LINE 2: SANTA BARBARA HOSPICE FOUNDATION OPERATES EXCLUSIVELY TO SUPPORT HOSPICE OF SANTA BARBARA, INC., A CHARITABLE ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS MAILED TO EACH BOARD MEMBER ONE WEEK PRIOR TO THE REGULARLY SCHEDULED BOARD MEETING IMMEDIATELY PRECEDING THE ANTICIPATED FILING DATE OF THE RETURN. TIME FOR DISCUSSION AND REVIEW OF THE RETURN IS SCHEDULED FOR THIS MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION OBTAINED CONFLICT OF INTEREST STATEMENTS FROM EACH TRUSTEE UPON THEIR ELECTION TO THE BOARD. ALL BOARD MEMBERS RECEIVE A COPY OF THE WRITTEN CONFLICT OF INTEREST POLICY ANNUALLY. EACH BOARD MEMBER SHALL REVIEW THE POLICY AND SUBMIT FOR THE RECORD ANY EXISTING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: SANTA BARBARA HOSPICE FOUNDATION ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS OVERSIGHT PROCESS HAS NOT CHANGED YEAR OVER YEAR. HOSPICE OF SANTA BARBARA INC 2050 ALAMEDA PADRE SERRA STE 100 SANTA BARBARA CA 93103 237448586 HOSPICE SERVICES CA 501(C)(3) LINE 9 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 HOSPICE OF SANTA BARBARA B 2106556 CASH PAYMENTS