2024-11-13T13:22:04-06:00 2023-12-31 Baker Tilly Advisory Group LP THREE LAGOON DR STE 400 REDWOOD CITY CA 94065 990PF 2023-01-01 043294783 JULIA CHILD FOUNDATION FOR GASTRONOMY AND THE CULINARY ARTS % ERIC W SPIVEY JULI 8053081591 1187 COAST VILLAGE ROAD SUITE 556 SANTA BARBARA CA 93108 ERIC SPIVEY CHAIRMAN 8053081591 2024-05-15 true true MICHAEL S GOLDSTEIN P01252695 6503654646 2023 2024-10-15 13:58:12Z X 8592396 X 0 X 598 238 229547 229547 445613 3489755 445613 992517 979199 1668275 1654597 84250 42125 42125 38177 19089 0 19088 28570 11428 0 17142 60094 54084 6010 16929 3611 4877 4877 150603 28065 122538 383500 158402 0 211780 293950 293950 677450 158402 0 505730 990825 1496195 299526 62930 62930 536969 530998 530998 0 389341 393447 1291262 1915248 2445855 4758403 4989689 5159166 11221 6897381 7888206 8592396 0 0 X 6897381 7888206 6897381 7888206 6897381 7888206 6897381 990825 7888206 7888206 PUBLICLY TRADED SECURITIES P 3488817 3044142 444675 444675 LONG TERM CAPITAL GAIN DISTRIBUTION P 938 938 938 445613 20797 20797 20797 13318 0 36000 49318 28521 28521 false false false false false false false true true CA MA true false false false false true www.juliachildfoundation.org ERIC W SPIVEY 8053081591 1187 COAST VILLAGE ROAD SUITE 556 SANTA BARBARA CA 931082737 false false false false true false false false false false false false false false false false false false false false false false PHILADELPHIA COUSINS 501 HESS AVENUE GOLDEN CO 80401 TRUSTEE 1.0 0 0 2000 ERIC W SPIVEY 1187 COAST VILLAGE ROAD SUITE 556 SANTA BARBARA CA 93108 CHAIRMAN 1.0 0 0 0 TODD SCHULKIN 1187 COAST VILLAGE ROAD SUITE 556 SANTA BARBARA CA 93108 EXECUTIVE DIRECTOR 20.0 84250 0 0 ALEX PRUD'HOMME 1187 COAST VILLAGE ROAD SUITE 556 SANTA BARBARA CA 93108 TRUSTEE 1.0 0 0 1877 MONTECITO BANK & TRUST 1106 COAST VILLAGE ROAD STE E SANTA BARBARA CA 93108 INVESTMENT MGT 60094 LAUREN SALKELD 301 East 22nd St Apt 6E NEW YORK NY 10011 ADMIN SERVICES 54000 7086434 962078 1651833 9700345 0 9700345 145505 9554840 477742 477742 20797 20797 456945 456945 456945 505730 0 0 0 0 505730 456945 0 2021 2020 2019 0 0 0 57160 57160 505730 0 456945 48785 105945 0 0 105945 0 0 0 57160 48785 X AMERICAN FRIENDS OF THE OXFORD SYMPOSIUM ON FOOD & 718 Broadway APT 10A NEW YORK NY 10003 NONE PC IN SUPPORT OF THE STUDENT ATTENDANCE AT THE OXFORD SYMPOSIUM 7500 AVID CENTER 9797 AERO DRIVE 100 SAN DIEGO CA 92123 NONE PC UNRESTRICTED 700 BOSTON UNIVERSITY 1010 COMMONWEALTH AVENUE 5TH FLOOR BOSTON MA 02215 NONE PC IN SUPPORT OF THE JULIA CHILD STUDENT WRITING AWARDS 16500 CAREERS CULINARY ARTS PROGRAM 505 EIGHT AVENUE SUITE 1400 NEW YORK NY 10018 NONE PC TO SUPPORT SUMMER JOB TRAINING PROGRAMS 10000 COMMON THREADS 3811 BEE CAVES ROAD SUITE 108 AUSTIN TX 78746 NONE PC TO SUPPORT THE AUSTIN PROGRAMMING 15000 CULINARY HISTORIANS OF NEW YORK 718 BROADWAY STE 10A NEW YORK NY 10003 NONE PC IN SUPPORT OF THE CHNY'S SCHOLAR'S GRANT PROGRAM & FIRST COOKBOOK THAT INCORPORATES CULINARY CULTURE AND HISTORY 12500 CULINARY INSTITUTE OF AMERICA 1964 CAMPUS DRIVE HYDE PARK NY 12538 NONE PC IN SUPPORT OF SCHOLARSHIPS FOR THE COLLEGE'S STUDENTS 15000 EDWARD CHARLES FOUNDATION 269 SOUTH BEVERLY DRIVE 338 BEVERLY HILLS CA 90212 NONE PC UNRESTRICTED 50000 FILM INDEPENDENT 5670 WILSHIRE BOULEWARD 9TH FLOOR LOS ANGELES CA 90036 NONE PC UNRESTRICTED 10000 HERITAGE RADIO NETWORK INC 100 BOGART ST 2ND FLOOR NEW YORK NY 11206 NONE PC TO SUPPORT THE HERITAGE RADIO NETWORK ON THE NEW SHOW DEVELOPMENT, INTERNSHIP PROGRAM & NEW FOOD WRITING FELLOWSHIP 15000 JOHNSON & WALES UNIVERSITY EIGHT ABBOTT PARK PLACE PROVIDENCE RI 02903 NONE PC TO SUPPORT STUDENTS THROUGH THE JULIA CHILD FOUNDATION SCHOLARSHIP FUND 10000 LES DAMES D'ESCOFFIER INTERNATIONAL PO BOX 4961 LOUISVILLE KY 40204 NONE PC UNRESTRICTED 15000 NEW YORK CITY COLLEGE OF TECHNOLOGY FOUNDATION INC 300 JAY STREET NO 323 BROOKLYN NY 11201 NONE PC UNRESTRICTED 7000 NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS 3626 Garfield Avenue Minneapolis MN 55409 NONE PC UNRESTRICTED 50000 OXFORD AMERICAN LITERARY PROJECT INC PO BOX 3235 LITTLE ROCK AR 72203 NONE PC IN SUPPORT OF AWARD-WINNING WRITING AND MULTIMEDIA CONTENT ABOUT FOODSCAPES AND FOOD CULTURE OF THE SOUTH 15000 SMITHSONIAN INSTITUTION 1000 JEFERSON DRIVE SW WASHINGTON DC 20560 NONE PC IN SUPPORT OF THE 25 AT 25: FOOD FUND FOR THE FUTURE INITIATIVE 25000 SPOONS ACROSS AMERICA 630 9TH AVENUE STE 212 NEW YORK NY 10036 NONE PC IN SUPPORT OF SPOONS ACROSS AMERICA'S CULINARY EDUCATIONAL PROGRAMS 6000 THE CHRYSLER MUSEUM OF ART ONE MEMORIAL PLACE NORFOLK VA 23510 NONE PC UNRESTRICTED 5000 UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS UGB203 LOS ANGELES CA 90089 NONE PC UNRESTRICTED 3750 UNIVERSITY OF NORTH TEXAS (UNT) 1155 UNION CIRCLE 310650 DENTON TX 76203 NONE PC TO FUND THE 2023 JULIA CHILD FOUNDATION FOR GASTROMY AND CULINARY ARTS FELLOWSHIP 5000 293950 14 598 14 229547 18 445613 EXCISE TAX REFUND 01 13318 ROYALTY INCOME 15 979148 OTHER INCOME 01 51 1668275 1668275 false false false false false false false false false false TAX PREPARATION 28570 11428 17142 MONTECITO BANK TRUST INVESTMENT MANAGEMENT SERVICES LAUREN SALKELD ADMINISTRATION SERVICES 155 SHS ACCENTURE PLC 48335 54391 335 SHS AMERICAN EXPRESS CO 59707 62759 230 SHS AMERIPRISE FINANCIAL I 78280 87361 185 SHS AMGEN INC 48541 53284 580 SHS APPLE INC 44621 111667 490 SHS ARISTA NETWORKS INC CO 79453 115400 650 SHS BLACKSTONE INC 61106 85098 40 SHS CHIPOTLE MEXICAN GRILL 74356 91478 715 SHS COCA-COLA CO/THE 43746 42135 100 SHS COSTCO WHOLESALE CORP 19815 66008 205 SHS DOLLAR GENERAL CORP 33654 27870 460 SHS DUKE ENERGY CORP 42692 44638 790 SHS DUPONT DE NEMOURS INC 56414 60775 350 SHS ELECTRONIC ARTS INC 45787 47884 180 SHS ELI LILLY & CO 97006 104926 845 SHS FIDELITY NATL INFORMAT 48435 50759 245 SHS HONEYWELL INTERNATIONA 51526 51379 430 SHS JACOBS SOLUTIONS INC 53870 55814 115 SHS LULULEMON ATHLETICA IN 44450 58798 245 SHS MARRIOTT INTERNATIONAL 50594 55250 125 SHS MASTERCARD INC-CLASS A 48887 53314 170 SHS MCKESSON CORP 74218 78707 245 SHS MICROSOFT CORP 29985 92130 145 SHS NETFLIX INC 64365 70598 420 SHS NIKE INC 45278 45599 375 SHS NVIDIA CORP 24572 185708 360 SHS PHILLIPS 66 46778 47930 285 SHS PRUDENTIAL FINL INC CO 27089 29557 300 SHS QUANTA SERVICES INC 60036 64740 425 SHS T-MOBILE US INC 58803 68140 430 SHS TOLL BROTHERS INC 34376 44200 245 SHS UNION PACIFIC CORP 51129 60177 285 SHS ZOETIS INC 54542 56250 945 SHS SHELL PLC SPONSORED AD 61871 62181 910 SHS TAIWAN SEMICONDUCTOR-S 93356 94640 280 SHS NXP SEMICONDUCTORS 57575 64310 389341 393447 200 SHS AVALONBAY COMMUNITIES AT COST 36794 37444 3,300 SHS ISHARES RUSSELL 1000 AT COST 753531 865458 390 SHS VANGUARD HIGH DVD YIEL AT COST 39666 43536 7,250 SHS WISDOM TREE SMALL CA AT COST 195583 233233 5,000 SHS ISHARES MSCI EAFE ES AT COST 334276 377700 4,550 SHS ISHARES TR MSCI EAFE AT COST 222950 237055 3,270 SHS VANGUARD INTL DIVIDE AT COST 216088 259442 3,900 SHS ISHARES MSCI EMERGIN AT COST 186763 216099 14,340 SHS ISHARES CORE U.S. A AT COST 1464554 1423245 2,880 SHS ISHARES CORE US TREA AT COST 66946 66355 4,900 SHS ISHARES TREASURY FLO AT COST 247693 247303 1,750 SHS PIMCO ENHANCED SHORT AT COST 177719 174633 9,260 SHS VANGUARD SHORT TERM AT COST 548316 540136 48,668 SHS PIMCO INVESTMENT GR AT COST 498810 437527 LEGAL FEE 38177 19089 19088 JC AWARD 56285 56285 ADMINISTRATIVE EXPENSES 21267 6380 14887 OUTSIDE SERVICES 69411 20823 48588 BANK CHARGES 55 41 14 STATE FILING FEES 350 350 COPYRIGHT RESEARCH 2135 641 1494 POSTAGE 600 180 420 OTHER EXPENSES 500 500 ROYALTY INCOME 979148 979148 EXCISE TAX REFUND 13318 OTHER INCOME 51 51 MONTECITO BANK & TRUST 60094 54084 6010 - INVESTMENT FEE FOREIGN TAX 3611 3611 EXCISE TAX 13318