2024-02-12T20:00:12-06:00 2023-09-30 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2022-10-01 956264390 SANTA BARBARA HISTORICAL TRUST SANT 8887304933 6325 S RAINBOW BLVD STE 300 LAS VEGAS NV 89118 - TRUSTEE 8887304933 2024-02-08 true true LAURA B STROBEL P01271955 4123556000 2024-02-08 X 2022 2023-04-26 12:10:37Z WELLS FARGO BANK NA 100 N MAIN ST MAC D4001-117 WINSTON SALEM NC 27101 165433 false X N/A X 1969 CA PROVIDE SUPPORT TO SANTA BARBARA HISTORICAL SOCIETY 1 0 0 0 0 0 0 71049 24838 10 0 71059 24838 15800 21353 0 15391 13985 0 0 1254 1222 32445 36560 38614 -11722 937749 925234 0 0 937749 925234 PROVIDE SUPPORT TO SANTA BARBARA HISTORICAL SOCIETY false false 22453 21353 SANTA BARBARA HISTORICAL SOCIETY - 100% OF THE TRUST'S NET ACCOUNTING INCOME IS PAID OUT ANNUALLY TO THIS EXEMPT ORGANIZATION IS SUPPORT OF ITS CULTURAL AND HISTORICAL ACTIVITIES 22453 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true false false false false true true true true true true false false CA X X WELLS FARGO BANK NA 8003523705 100 N MAIN ST MAC D4001-117 WINSTON SALEM NC 27101 WELLS FARGO BANK NA TRUSTEE X 13985 0 0 13985 0 0 false false false 29417 29417 136016 140595 -4579 -4579 -4579 24838 24838 21353 21353 13985 13985 1100 1100 FOREIGN TAX WITHHELD 122 122 36560 22453 14107 0 53244 19805 884505 905429 937749 925234 0 0 X 937749 925234 937749 925234 937749 925234 X -11722 -793 X false false false X X 1 SANTA BARBARA HISTORICAL SOCIETY 956005796 7 true 21353 0 1 21353 0 true false false false false false false false false false false true false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SECTION D 2 This trust has been in existence since 1969 and has historically maintained a close and continuous working relationship with the supported organization through communications and conversations regarding the investments, investment objectives, administration of the trust and discussions regarding income needs of the supported organization. SECTION D 3 Under the governing document, the supported organization has authority to approve investments and reinvestments of the assets of the trust. Also, the trustee must remit the net income earned on the trust investments to the supported organization at least annually. The supported organization can request changes to the investment objectives and to the timing of distributions. true SANTA BARBARA HISTORICAL SOCIETY 136 E DE LA GUERRA ST SANTA BARBARA CA 93101 956005796 501(C)(3) 21353 GENERAL SUPPORT GRANT 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE TRUSTEE MEETS REGULARLY WITH THE SANTA BARBARA HISTORICAL SOCIETY TO REVIEW THAT ANNUAL GRANTS ARE USED PER THEIR INTENDED PURPOSE. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THE ORGANIZATION DID DOCUMENT THE MEETINGS HELD EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b CORPORATE TRUSTEE HAS NOT SET UP ANY COMMITTEES TO ACT ON ITS BEHALF. THE ADMINISTRATIVE OFFICER MEETS WITH THE FINANCIAL COMMITTEE OF THE HISTORICAL SOCIETY TO DISCUSS FINANCIAL RECOMMENDATIONS. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE CORPORATE TRUSTEE PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY AS TO CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c WHILE THE ORGANIZATON DOES NOT HAVE ITS OWN WRITTEN CONFLICT OF INTREST POLICY, WHISTLE BLOWER POLICY OR WRITTEN RETENTION OR DESTRUCTION POLICY, THE CORPORATE TRUSTEE, DOES HAVE WRITTEN CONFLICT OF INTEREST, WHISTLEBLOWER AND DOCUMENT RETENTION POLICIES. ALL BANK POLICIES ARE MONITORED BY BANK MANAGEMENT. FORM 990, PAGE 6, PART VI, LINE 15a CORPORATE TRUSTEE FEES ARE BASED UPON PUBLISHED FEE SCHEDULES. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING ADJ: -$794, ROUNDING: $1 SANTA BARBARA HISTORICAL SOCIETY 136 E DE LA LUERRA ST SANTA BARBARA CA 93101 956005796 PRESERVATION OF HISTORY CA 501(c)(3) 170(b)(1)(A)(vi) NA false false true false false false false false false false false false false false false false false false false false