BRITTINGHAM FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BRITTINGHAM FAMILY FOUNDATION (EIN 26-2992045)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349102983
- Schema version
- 2018v3.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:23:27-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 GUNTERMANN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E VICTORIA ST 2ND FLOOR | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931012018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 NO 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 | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,266,399 | 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 | $62,551 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62,551 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $907,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $907,605 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,900 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,900 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $3,900 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,359,619 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,350,122 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,359,619 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $98,056 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,431,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,333,675 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $250,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $125,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $79,600 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $79,600 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,183 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,183 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,118 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,118 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $72,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,388 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $55,887 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,182 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,047 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,135 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $613,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25,243 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $580 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $59,340 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $59,340 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $291,657 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $187,816 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103,841 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,439,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $265,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $497,347 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,648,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,648,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,087,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $265,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,145,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $344,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,067,924 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,907,361 | CashBOYAmt |
| Cash EOY | $684,595 | CashEOYAmt |
| Cash EOYFMV | $684,595 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,049 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,052 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,052 | 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 | $5,071 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $742 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $161 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $161 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $48,508,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,318,693 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,318,693 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,679,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,266,399 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,266,399 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $50,679,869 | UnrestrictedBOYAmt |
| Unrestricted EOY | $45,266,399 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,679,869 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,266,399 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,679,869 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,266,399 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,679,869 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $344,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,024,433 | SubtotalAmt |
| Other Decreases | $5,758,034 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,266,399 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY #4790 | P | 2018-06-30 | 2018-12-31 | $272,188 | $222,862 | $49,326 | $49,326 |
| FIDELITY #4790 | P | 2017-06-30 | 2018-12-31 | $68,458 | $69,313 | -$855 | -$855 |
| FIDELITY #4774 | P | 2018-06-30 | 2018-12-31 | $70,077 | $71,572 | -$1,495 | -$1,495 |
| FIDELITY #4774 | P | 2017-06-30 | 2018-12-31 | $2,671,643 | $597,357 | $2,074,286 | $2,074,286 |
| MERRILL LYNCH | P | 2018-06-30 | 2018-12-31 | $3,712 | -$3,712 | -$3,712 | |
| CITI BANK | P | 2017-06-30 | 2018-12-31 | $25,687 | -$25,687 | -$25,687 | |
| CITI BANK | P | 2018-06-30 | 2018-12-31 | $20,620 | $20,620 | $20,620 | |
| CAPITAL GAINS DIVIDENDS | P | $233,601 | $233,601 | $233,601 | |||
| RCG K-1 | P | $9,800 | $9,800 | $9,800 | |||
| MISCELLANEOUS | P | $3,735 | $3,735 | $3,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,359,619 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,641,057 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,008,583 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057404 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,201,494 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,523,089 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077102 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,828,570 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $44,333,534 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063802 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,849,749 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,722,372 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084198 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,619,392 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $45,288,056 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079919 | DistributionYr5Rt |
| Total Distribution | 0.362425 | TotalDistributionRt |
| Average Distribution | 0.072485 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,102,013 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,486,674 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,679 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,517,353 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,145,347 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,358 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,358 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,358 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,164 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,664 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,306 | OverpaymentAmt |
| Applied To ES Tax | $6,306 | 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 | $9,042 |
| ELLA BRITTINGHAM | ||||||||
| 1482 E VALLEY ROAD 703 | SANTA BARBARA | CA | 93108 | CFO AND SECRETARY | 30.00 | $100,000 | $0 | $92 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KRISTALYN FROHLING | ||||||||
| 1482 E VALLEY ROAD 703 | SANTA BARBARA | CA | 93108 | FOUNDATION ADMINISTR | 30.00 | $51,000 | $0 | $1,025 |
| LESLIE A CONROY | ||||||||
| 1482 E VALLEY ROAD 703 | SANTA BARBARA | CA | 93108 | FOUNDATION ADMINISTR | 35.00 | $28,600 | $8,167 | $7,069 |
| 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 | $90,600 | 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 | $37,238,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,445,376 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,150,353 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,834,531 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,834,531 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $732,518 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,102,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,405,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,405,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,358 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $282,639 | IncomeTaxAmt |
| Total Tax | $343,997 | TotalTaxAmt |
| Distributable Before Adj | $2,061,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,061,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,061,104 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,145,347 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,145,347 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,145,347 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,061,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,391,371 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,616,484 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $634,940 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $973,372 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,066,601 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,682,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,145,347 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,061,104 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,243 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,767,011 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,391,371 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,375,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,616,484 | ExcessFromYear4Amt |
| Excess From Year3 | $634,940 | ExcessFromYear3Amt |
| Excess From Year2 | $973,372 | ExcessFromYear2Amt |
| Excess From Year1 | $1,066,601 | ExcessFromYear1Amt |
| Excess From Current Year | $84,243 | ExcessFromCurrentYearAmt |
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 STATES OF CALIFORNIA AND COLORADO. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVANCEMENT PROJECT | |||||||
| 1910 W SUNSET BLVD 500 | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ANGELS FOSTER CARE | |||||||
| 3905 STATE STREET 7-115 | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH ST | ASPEN | CO | 816111451 | NONE | PC | GENERAL OPERATING SUPPORT | $11,000 |
| ASPEN INSTITUTE INC | |||||||
| 2300 N STREET NW 700 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL | $3,500 |
| ASPEN VALLEY HOSPITAL FOUNDATION | |||||||
| 0401 CASTLE CREEK RD | ASPEN | CO | 816111451 | NONE | PC | GENERAL | $1,000 |
| BOYS & GIRLS CLUB OF SANTA BARBARA | |||||||
| 632 E CANNON PERDIDO ST | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL | $3,500 |
| CASA DEL HERRERO FOUNDATION | |||||||
| 1387 EAST VALLEY ROAD | MONTECITO | CA | 93108 | NONE | PC | GENERAL | $1,000 |
| COASTAL RANCHES CONSERVANCY | |||||||
| 1482 E VALLEY RD SUIRE 135 | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| COMMUNITY COUNSELING CENTER INC | |||||||
| 923 OLIVE STREET | SANTA BARBARA | CA | 931011447 | NONE | PC | SPANISH SPEAKING FAMILIES PROGRAM | $1,000 |
| COMMUNITY ENVIRONMENTAL COUNCIL | |||||||
| 26 W ANAPAMU ST 2ND FLOOR | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL | $2,500 |
| CRANE COUNTRY DAY SCHOOL | |||||||
| 1795 SAN LEANDRO LANE | SANAT BARBARA | CA | 931082639 | NONE | PC | ANNUAL FUND | $10,000 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA ST SUITE 304 | SANAT BARBARA | CA | 931018821 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FAMILY THERAPY INSTITUTE OF SANTA BARBARA | |||||||
| 111 E ARRELLAGA ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL | $1,000 |
| FOUR WINDS WESTWARD HO CAMP | |||||||
| PO BOX 140 | DEER HARBOUR | WA | 98243 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| 248 WEST 35TH ST 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $62,000 |
| FUND FOR SANTA BARBARA INC | |||||||
| 26 W ANAPAMU ST SUITE 100 | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| GOOD SAMARITAN HOSPITAL | |||||||
| 1225 WILSHIRE BOULEVARD | ANGELES | CA | 90017 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GREATER GOODS | |||||||
| 145 W EL ROBLAR DR | OJAI | CA | 930238304 | NONE | PC | GENERAL | $10,000 |
| HEAL THE OCEAN | |||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| KCRW FOUNDATION | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL | $1,000 |
| LAS MADRINAS | |||||||
| 4650 W SUNSET BLVD 4 | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL | $25,000 |
| LOBERO THEATRE FOUNDATION | |||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 931012213 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LOS PADRES FOREST WATCH | |||||||
| PO BOX 831 | SANTA BARBARA | CA | 931020831 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PC | GENERAL | $49,000 |
| MISSION SPRINGS CHRISTIAN CAMP | |||||||
| 1050 LOCKHART GULCH RD | SCOTTS VALLEY | CA | 95066 | NONE | PC | GENERAL | $25,000 |
| MONTECITO TRAILS FOUNDATION | |||||||
| PO BOX 5481 | SANTA BARBARA | CA | 93150 | NONE | PC | GENERAL | $10,000 |
| PLANNED PARENTHOOD SANTA BARBARA | |||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL | $10,000 |
| SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC | |||||||
| 1330 STATE ST | SANTA BARBARA | CA | 931012608 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| SANTA BARBARA FIREFIGHERS ALLIANCE | |||||||
| PO BOX 3776 | SANTA BARBARA | CA | 931300772 | NONE | PC | GENERAL | $10,000 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 931010000 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 931052936 | NONE | PC | GENERAL OPERATING SUPPORT | $81,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 931303620 | NONE | PC | CSUCI BSN NURSING PROGRAM AT COTTAGE SCHOLARSHIPS | $20,000 |
| STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 943056010 | NONE | PC | CARDINAL SERVICE SEED SUMMER INTERNSHIP PROGRAM | $1,000,000 |
| STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 943056010 | NONE | PC | ATHLETIC DEPARTMENT | $10,000 |
| SURF HAPPENS FOUNDATION | |||||||
| 13 EAST HALEY ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER RD | OJAI | CA | 930238304 | NONE | PC | GENERAL OPERATING | $25,000 |
| THE LAND TRUST FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 931901830 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| TRANSITION HOUSE | |||||||
| 425 E COTA ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL | $5,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3501 WATT WAY HERITAGE HALL 203A | LOS ANGELES | CA | 900890602 | NONE | PC | ATHLETIC DEPARTMENT | $40,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3501 WATT WAY HERITAGE HALL 203A | LOS ANGELES | CA | 900890602 | NONE | PC | GENERAL | $1,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 537264090 | NONE | PC | SCOTT AND ELLA BRITTINGHAM VIKING FUND | $120,000 |
| VISITING NURSE & HOSPICE CARE OF SANTA BARBARA | |||||||
| 512 E GUTIERREZ ST | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL | $1,000 |
| WILDERNESS YOUTH PROJECT INC | |||||||
| 5386 HOLLISTER AVE D | SANTA BARBARA | CA | 93111 | NONE | PC | GENERAL | $10,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 012673163 | NONE | PC | ANNUAL FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,648,000 | 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 | $62,551 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $907,605 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,900 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,359,619 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,431,731 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,431,731 | 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 | $72,275 | Amt |
| Net Investment Income | $16,388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $55,887 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY #4790 | AT COST | $7,303,654 | $7,303,654 |
| FIDELITY #4774 | AT COST | $22,877,051 | $22,877,051 |
| CITI | AT COST | $228,336 | $228,336 |
| MERRILL LYNCH | AT COST | $1,013,499 | $1,013,499 |
| RUANE | AT COST | $2,811,984 | $2,811,984 |
| 1561 EAST VALLEY ROAD | AT COST | $5,100,000 | $5,100,000 |
| 1857 SAN LEANDRO | AT COST | $2,289,001 | $2,289,001 |
| SONOS | AT COST | $707,040 | $707,040 |
| HARBOUR REALTY | AT COST | $1,373,261 | $1,373,261 |
| RCG VENTURES | AT COST | $153,304 | $153,304 |
| EMMETT OCHS | AT COST | $461,563 | $461,563 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,118 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,118 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE | Desc |
| BOY Book Value | $250,000 | BOYBookValueAmt |
| EOY Book Value | $250,000 | EOYBookValueAmt |
| EOYFMV | $250,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $5,758,034 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $187,816 | $187,816 | $0 |
| INSURANCE | $836 | $0 | $836 |
| PROPERTY | $103,005 | $0 | $103,005 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $98,056 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $98,056 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT SERVICES | CategoryTxt |
| Amt | $41,182 | Amt |
| Net Investment Income | $24,047 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,135 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $25,243 | $0 | $25,243 |
| EXCISE TAXES | $587,989 | $0 | $0 |
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