BRITTINGHAM FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRITTINGHAM FAMILY FOUNDATION (EIN 26-2992045)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-16
- IRS object ID
- 202402909349100215
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-16T15:25:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953680171 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGOWAN GUNTERMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E CARRILLO ST STE 300 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262992045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRITTINGHAM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIT | BusinessNameControlTxt |
| Phone | 8054511200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1482 E VALLEY ROAD 703 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BRITTINGHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8059695415 | PhoneNum |
| Signature | 2024-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISLEY N REED CPA | PreparerPersonNm |
| PTIN | P00025230 | PTIN |
| Phone | 8059629175 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,647,859 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,304 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,304 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $550,752 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $550,752 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $400 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $400 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $400 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$983,549 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,977,163 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $73,526 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73,526 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$347,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $635,982 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $253,601 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,040 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $154,841 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $79,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $79,200 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,601 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,601 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $65,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $46,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $442 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $442 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,651 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,942 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25,772 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,722 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,722 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $355,960 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $145,023 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $217,185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $788,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $204,905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $528,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $612,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $612,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,400,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $204,905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,140,863 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,747,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $431,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $775,101 | CashBOYAmt |
| Cash EOY | $793,187 | CashEOYAmt |
| Cash EOYFMV | $793,187 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,061 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,076 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,076 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,898 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,898 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,898 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $5,232 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,232 | InvstLandAccumDepreciationAmt |
| Other Investments BOY | $44,784,203 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,665,448 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,665,448 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $213,750 | OtherAssetsBOYAmt |
| Other Assets EOY | $176,250 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $176,250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $45,786,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,647,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,647,859 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $45,786,013 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $49,647,859 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,786,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,647,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,786,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,647,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,786,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,747,744 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,609,590 | OtherIncreasesAmt |
| Subtotal | $49,647,859 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,647,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RUANE | P | 2023-06-30 | 2023-12-31 | $607,754 | $686,340 | -$78,586 | -$78,586 |
| FIDELITY #4774 | P | 2023-06-30 | 2023-12-31 | $11,041,717 | $11,733,329 | -$691,612 | -$691,612 |
| SCHWAB #5689 | P | 2023-06-30 | 2023-12-31 | $91,614 | $172,464 | -$80,850 | -$80,850 |
| OLD WEST | P | 2022-06-30 | 2023-12-31 | $236,078 | $193,302 | $42,776 | $42,776 |
| RCG VENTURES, LP | P | 2022-06-30 | 2023-12-31 | $175,277 | -$175,277 | -$175,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$983,549 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,992 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,992 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,957 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,957 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $35,965 | OverpaymentAmt |
| Applied To ES Tax | $35,965 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BRITTINGHAMFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BRITTINGHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059695415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1482 E VALLEY ROAD SUITE 703 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT BRITTINGHAM | ||||||||
| 1482 E VALLEY ROAD 703 | SANTA BARBARA | CA | 93108 | PRESIDENT | 30.00 | $150,000 | $0 | $3,601 |
| ELLA BRITTINGHAM | ||||||||
| 1482 E VALLEY ROAD 703 | SANTA BARBARA | CA | 93108 | CFO AND SECRETARY | 30.00 | $100,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTALYN FROHLING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1482 E VALLEY ROAD 703 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FOUNDATION ADMINISTR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $79,200 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $3,601 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28019 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR FEES | ServiceTypeTxt |
| Compensation | $52,309 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,602,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $780,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,985,051 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,368,322 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,368,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $710,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,657,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,332,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,332,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,992 | TotalTaxAmt |
| Distributable Before Adj | $2,326,898 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,326,898 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,326,898 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,140,863 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,140,863 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,326,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,550 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $226,693 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $257,243 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,140,863 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,140,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $257,243 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $257,243 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $928,792 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRITTINGHAM FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1482 EAST VALLEY ROAD SUITE 703 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8059695415 | RecipientPhoneNum |
| Recipient Email Address | INFO@BRITTINGHAMFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION ONLY ACCEPTS APPLICATIONS ONLINE. GRANT-SEEKING ORGANIZATIONS CAN SUBMIT AN APPLICATION ONLINE THROUGH THE WEBSITE: WWW.BRITTINGHAMFAMILYFOUNDAION.ORG/GRANTS-PARTNERSHIPS. AFTER APPLYING ONLINE, PLEASE BE AWARE THAT IT COULD TAKE UP TO FOUR MONTHS BEFORE RECEIVING A RESPONSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION EVALUATES GRANT REQUESTS QUARTERLY FROM CERTAIN COUNTIES IN THE UNITED STATES OF AMERICA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGELS FOSTER CARE | |||||||
| 3905 STATE STREET SUITE 7-115 | SANTA BARBARA | CA | 93105 | NONE | PC | FOSTER PARENT PROGRAM | $1,000 |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH ST | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH ST | ASPEN | CO | 81611 | NONE | PC | ENDOWMENT PADDLE RAISE | $5,000 |
| ASPEN VALLEY HOSPITAL FOUNDATION | |||||||
| 0401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | NONE | PC | IN HONOR OF MICHAEL RUEGGEBERG | $5,000 |
| CANCER FOUNDATION OF SANTA BARBARA | |||||||
| 601 W JUNIPERO ST | SANTA BARBARA | CA | 93105 | NONE | PC | VIA RANCHEROS VISITADORES IN HONOR OF STEVE BENETO | $5,000 |
| CATALYST CALIFORNIA | |||||||
| 1910 W SUNSET BLVD SUITE 500 | LOS ANGELES | CA | 90026 | NONE | PC | GOS IN HONOR OF MOLLY MUNGER & STEVE ENGLISH | $1,000 |
| COASTAL RANCHES CONSERVANCY | |||||||
| 68 HOLLISTER RANCH ROAD | GAVIOTA | CA | 93117 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| COMMUNITY ENVIRONMENTAL COUNCIL | |||||||
| 26 W ANAPAMU STREET | SANTA BARBARA | CA | 931013144 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA ST SUITE 304 | SANTA BARBARA | CA | 93101 | NONE | PC | FLOWER EMPOWER EVENT UNDERWRITING | $5,000 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA ST SUITE 304 | SANTA BARBARA | CA | 931018821 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ELINGS PARK FOUNDATION | |||||||
| 1298 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | EPIC! CAPITAL CAMPAIGN - GODRIC GROVE | $50,000 |
| FAMILY SERVICE AGENCY | |||||||
| 123 W GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FAMILY THERAPY INSTITUTE OF SANTA BARBARA | |||||||
| 111 E ARRELLAGA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| FOUNDATION FOR SB CITY COLLEGE | |||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | SBCC PROMISE | $2,500 |
| FOUR WINDS INC | |||||||
| 286 FOUR WINDS ROAD | DEAR HARBOR | WA | 98243 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | SJK ART & HUMANITY | $8,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | SJK ART & HUMANITY | $8,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | SJK ART & HUMANITY | $8,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | PLAYS IN VERSE | $40,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | SJK ART & HUMANITY | $8,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 700 NORTH FARING RD | LOS ANGELES | CA | 90077 | NONE | PC | ANNUAL FUND | $3,500 |
| HEAL THE OCEAN | |||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| HOSPICE OF SANTA BARBARA INC | |||||||
| 2050 ALAMEDA PADRE SERRA SUITE 100 | SANTA BARBARA | CA | 93103 | NONE | PC | PATIENT CARE SERVICES | $5,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 11500 W OLYMPIC BLVD SUITE 608 | LOS ANGELES | CA | 90064 | NONE | PC | IN HONOR OF JANE OLSON | $10,000 |
| IMMIGRANT HOPE SANTA BARBARA | |||||||
| 935 SAN ANDRES STREET | SANTA BARBARA | CA | 93101 | NONE | PC | HELP AND HOPE TO IMMIGRANTS IN SB COUNTY | $7,500 |
| LAND TRUST FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 931901830 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LANGE FOUNDATION | |||||||
| 2106 S SEPULVEDA BLVD | LOS ANGELES | CA | 90025 | NONE | PC | IN HONOR OF PENNY BIANCHI | $1,000 |
| LEADING FROM WITHIN | |||||||
| PO BOX 806 | SANTA BARBARA | CA | 93102 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LOBERO THEATRE FOUNDATION | |||||||
| 33 EAST CANON PERDIDO | SANTA BARBARA | CA | 931012213 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| LOS PADRES FOREST WATCH | |||||||
| PO BOX 831 | SANTA BARBARA | CA | 931020831 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| ORGANIC SOUP KITCHEN | |||||||
| 315 MEIGS ROAD SUITE A369 | SANTA BARBARA | CA | 931091900 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| PLANNED PARENTHOOD SANTA BARBARA | |||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 931011606 | NONE | PC | GOS RESTRICTED TO SANTA BARBARA COUNTY | $10,000 |
| POLYTECHNIC SCHOOL | |||||||
| 1030 EAST CALIFORNIA BLVD | PASADENA | CA | 911069972 | NONE | PC | ANNUAL FUND | $1,000 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 22830 TWO RIVERS ROAD | BASALT | CO | 81621 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| ROOTED IN SANTA BARBARA COUNTY | |||||||
| PO BOX 91227 | SANTA BARBARA | CA | 93190 | NONE | PC | BILINGUAL VIDEO RESOURCE LIBRARY | $15,000 |
| SANTA BARBARA BUCKET BRIGADE | |||||||
| PO BOX 50640 | SANTA BARBARA | CA | 93150 | NONE | PC | WALK MONTECITO | $5,000 |
| SANTA BARBARA CENTER FOR PERFORMING ARTS | |||||||
| 1214 STATE STREETM 6TH FLOOR | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SANTA BARBARA CENTER FOR PERFORMING ARTS | |||||||
| 1214 STATE STREETM 6TH FLOOR | SANTA BARBARA | CA | 93101 | NONE | PC | LOAN FORGIVENESS | $25,000 |
| SANTA BARBARA EDUCATION FOUNDATION | |||||||
| 133 E DE LA GUERRA 366 | SANTA BARBARA | CA | 93101 | NONE | PC | MISSION SCHOLARS | $7,500 |
| SANTA BARBARA HISTORICAL MUSEUM | |||||||
| 136 E DE LA GUERRA ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SANTA BARBARA HUMANE SOCIETY | |||||||
| 5399 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 931052936 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | |||||||
| 915 N MILPAS ST 2ND FLOOR | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 YANONALI ST | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SB COUNTY IMMIGRANT LEGAL DEFENSE CENTER | |||||||
| 1136 E MONTECITO ST | SANTA BARBARA | CA | 93103 | NONE | PC | LEGAL REPRESENTATION FOR INDIGENT IMMIGRANTS | $10,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 931303620 | NONE | PC | CSUCI BSN NURSING PROGRAM 5 SCHOLARSHIPS | $25,000 |
| STANFORD UNIVERSITY - OFFICE OF DEVELOPMENT | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | DOERR SCHOOL OF SUSTAINABILITY | $10,000 |
| SURF HAPPENS FOUNDATION | |||||||
| 3825 SANTA CLAUS LANE | SANTA BARBARA | CA | 93013 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER RD | OJAI | CA | 93023 | NONE | PC | ANNUAL FUND, POPPY BRITTINGHAM | $1,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER RD | OJAI | CA | 93023 | NONE | PC | ANNUAL FUND, TOMMY BRITTINGHAM | $1,000 |
| UNITY SHOPPE | |||||||
| 1219 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 SOUTH OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | NONE | PC | USC ATHLETICS GENERAL OPERATING SUPPORT | $25,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | PC | SCOTT AND ELLA BRITTINGHAM VIKING FUND | $140,000 |
| USC MARSHALL SCHOOL OF BUSINESS | |||||||
| 1150 SOUTH OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | NONE | PC | BRITTINGHAM FAMILY SCHOLARSHIP FUND | $50,000 |
| WILDERNESS YOUTH PROJECT INC | |||||||
| 5386 HOLLISTER AVE SUITE D | SANTA BARBARA | CA | 93111 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 012673163 | NONE | PC | ANNUAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $612,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,304 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $550,752 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $400 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$983,549 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$347,567 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$347,567 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $65,000 | Amt |
| Net Investment Income | $18,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $46,100 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY #4790 | AT COST | $7,289,788 | $7,289,788 |
| FIDELITY #4774 | AT COST | $11,037,166 | $11,037,166 |
| RUANE | AT COST | $4,354,478 | $4,354,478 |
| 1561 EAST VALLEY ROAD | AT COST | $5,100,000 | $5,100,000 |
| 1857 SAN LEANDRO | AT COST | $2,289,001 | $2,289,001 |
| EMMETT OCHS | AT COST | $382,224 | $382,224 |
| OLD WEST | AT COST | $999,010 | $999,010 |
| FIDELITY #1031 | AT COST | $16,600,805 | $16,600,805 |
| SCHWAB #5689 | AT COST | $612,976 | $612,976 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE | Desc |
| BOY Book Value | $213,750 | BOYBookValueAmt |
| EOY Book Value | $176,250 | EOYBookValueAmt |
| EOYFMV | $176,250 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $145,023 | $145,023 | $0 |
| INSURANCE | $954 | $0 | $7,202 |
| PROPERTY | $209,983 | $0 | $209,983 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECTION 1231 GAIN | $53,416 | $53,416 | $53,416 |
| PARTNERSHIP LOSS | -$2,867 | -$2,867 | -$2,867 |
| OTHER | $22,977 | $22,977 | $22,977 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $5,609,590 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT SERVICES | CategoryTxt |
| Amt | $442 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $442 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $25,709 | $0 | $25,772 |
| FEDERAL AND STATE TAXES | $2,942 | $2,942 | $0 |
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