BRITTINGHAM FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRITTINGHAM FAMILY FOUNDATION (EIN 26-2992045)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349102342
- Schema version
- 2019v5.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T15:22:24-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-13 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 08:20:08 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C185503E61A860811F3940A88E7ACE06D4EBDDAD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 85EBD1B380F978085E235C173CF3C42E6DAABA8B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,326,195 | 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 | $54,483 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,483 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $567,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $567,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,735,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,070,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,735,842 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $137,233 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$31,541 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,495,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,326,387 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $253,601 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $107,601 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $72,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $72,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,385 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,385 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,569 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,569 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $84,964 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,265 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $65,699 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,288 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,288 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $90,026 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $23,962 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $161 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $15,647 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,647 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $337,780 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $181,543 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $148,625 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $861,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $239,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $440,776 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,891,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,891,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,752,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $239,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,332,276 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$257,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,087,179 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $684,595 | CashBOYAmt |
| Cash EOY | $1,825,752 | CashEOYAmt |
| Cash EOYFMV | $1,825,752 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,052 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,055 | 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 |
| Land Bldg Investments BOY | $161 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $44,318,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,237,490 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,237,490 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $45,266,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,326,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,326,195 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $45,266,399 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $49,326,195 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,266,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,326,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,266,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,326,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,266,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$257,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,317,556 | OtherIncreasesAmt |
| Subtotal | $49,326,195 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,326,195 | 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 | 2019-06-30 | 2019-12-31 | $806,154 | $818,710 | -$12,556 | -$12,556 |
| FIDELITY #4790 | P | 2018-06-30 | 2019-12-31 | $256,946 | $265,190 | -$8,244 | -$8,244 |
| FIDELITY #4774 | P | 2019-06-30 | 2019-12-31 | $163,348 | $165,682 | -$2,334 | -$2,334 |
| FIDELITY #4774 | P | 2018-06-30 | 2019-12-31 | $3,138,114 | $1,684,124 | $1,453,990 | $1,453,990 |
| MERRILL LYNCH | P | 2019-06-30 | 2019-12-31 | $3,508 | -$3,508 | -$3,508 | |
| CITI BANK | P | 2019-06-30 | 2019-12-31 | $17,197 | $17,197 | $17,197 | |
| CITI BANK | P | 2018-06-30 | 2019-12-31 | $109,029 | $109,029 | $109,029 | |
| RUANE | P | 2019-06-30 | 2019-12-31 | $11,077 | $11,077 | $11,077 | |
| RUANE | P | 2018-06-30 | 2019-12-31 | $489,529 | $397,651 | $91,878 | $91,878 |
| MISCELLANEOUS | P | 2018-06-30 | 2019-12-31 | $79,313 | $79,313 | $79,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,735,842 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,145,347 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,102,013 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044600 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,641,057 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,008,583 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057404 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,201,494 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,523,089 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077102 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,828,570 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $44,333,534 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063802 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,849,749 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $45,722,372 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084198 | DistributionYr5Rt |
| Total Distribution | 0.327106 | TotalDistributionRt |
| Average Distribution | 0.065421 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $43,013,222 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,813,968 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,872 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,834,840 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,332,276 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,744 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,744 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,744 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $61,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $132 | EsPenaltyAmt |
| Overpayment | $19,484 | OverpaymentAmt |
| Applied To ES Tax | $19,484 | 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 | $72,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $2,385 | 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 | $108,010 | 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 | $32,843,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,401,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,422,894 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,668,246 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,668,246 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $655,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,013,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,150,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,150,661 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,744 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,334 | IncomeTaxAmt |
| Total Tax | $45,078 | TotalTaxAmt |
| Distributable Before Adj | $2,105,583 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,105,583 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,105,583 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,332,276 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,332,276 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,332,276 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,105,583 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,616,484 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $634,940 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $973,372 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,066,601 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $84,243 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,375,640 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,332,276 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,105,583 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $226,693 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,602,333 | 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 | $1,616,484 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,985,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $634,940 | ExcessFromYear4Amt |
| Excess From Year3 | $973,372 | ExcessFromYear3Amt |
| Excess From Year2 | $1,066,601 | ExcessFromYear2Amt |
| Excess From Year1 | $84,243 | ExcessFromYear1Amt |
| Excess From Current Year | $226,693 | 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 (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVANCEMENT PROJECT | ||||||||
| 1910 W SUNSET BLVD | LOS ANGELES | CA | 90026 | NONE | PC | GOS IN HONOR OF MOLLY MUNGER & STEVE ENGLISH | $1,000 | |
| ANGELS FOSTER CARE | ||||||||
| 3905 STATE STREET 7-115 | SANTA BARBARA | CA | 93105 | NONE | PC | FOSTER PARENT PROGRAM | $1,000 | |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | ||||||||
| 100 PUPPY SMITH ST | ASPEN | CO | 816111451 | NONE | PC | GENERAL OPERATING SUPPORT | $17,500 | |
| ASPEN INSTITUTE INC | ||||||||
| 1000 N THIRD ST | ASPEN | CO | 81611 | NONE | PC | SOCIETY OF FELLOWS | $6,000 | |
| ASPEN VALLEY HOSPITAL FOUNDATION | ||||||||
| 0401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | NONE | PC | IN HONOR OF JOHN SARPA | $1,000 | |
| BOYS & GIRLS CLUB OF SANTA BARBARA INC | ||||||||
| 632 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| COASTAL RANCHES CONSERVANCY | ||||||||
| 1482 E VALLEY RD | 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 PROJECT | $1,000 | |
| COMMUNITY ENVIRONMENTAL COUNCIL | ||||||||
| 26 W ANAPAMU STREET | SANTA BARBARA | CA | 931013144 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CRANE COUNTRY DAY SCHOOL | ||||||||
| 1795 SAN LEANDRO LANE | SANTA BARBARA | CA | 931082639 | NONE | PC | ANNUAL FUND | $55,000 | |
| DREAM FOUNDATION | ||||||||
| 1528 CHAPALA ST | SANTA BARBARA | CA | 931018821 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ELINGS PARK FOUNDATION | ||||||||
| 1298 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | CAPITAL CAMPAIGN | $10,000 | |
| FAMILY THERAPY INSTITUTE OF SANTA BARBARA | ||||||||
| 111 E ARRELLAGA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| 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 | $35,000 | |
| FRACTURED ATLAS PRODUCTIONS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 105300055 | NONE | PC | SJK ART & HUMANITY | $62,000 | |
| FUND FOR SANTA BARBARA INC | ||||||||
| 26 WEST ANAPAMU | SANTA BARBARA | CA | 931010000 | NONE | PC | SB GIVES! (2019) | $5,000 | |
| GOOD SAMARITAN HOSPITAL | ||||||||
| 1225 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| HARVARD-WESTLAKE SCHOOL | ||||||||
| 700 NORTH FARING RD | LOS ANGELES | CA | 90077 | NONE | PC | ANNUAL FUND | $1,000 | |
| HEAL THE OCEAN | ||||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | IN HONOR OF CHUCK MARLOW | $1,000 | |
| KCRW FOUNDATION INC | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | GOS FOR KDRW SANTA BARBARA | $1,000 | |
| 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 | $2,500 | |
| LOBERO THEATRE FOUNDATION | ||||||||
| 33 EAST CANON PERDIDO | SANTA BARBARA | CA | 931012213 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| LOMPOC VALLEY COMMUNITY HEALTHCARE ORG | ||||||||
| PO BOX 368 | LOMPOC | CA | 93438 | NONE | PC | TRACK & FIELD RENOVATION | $50,000 | |
| LOS PADRES FOREST WATCH | ||||||||
| PO BOX 831 | SANTA BARBARA | CA | 931020831 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | MAYO NEPHROLOGY COLLABORATIVE GROUP FOR RESEARCH IN RENAL PARENCHYMAL DISEASES | $49,000 | |
| MONICA ROS SCHOOL | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | PC | CAPITAL CAMPAIGN - IN HONOR OF CORA MAE SCHRYVER | $15,000 | |
| MONTECITO TRAILS FOUNDATION | ||||||||
| PO BOX 5481 | SANTA BARBARA | CA | 93150 | NONE | PC | RESTRICTED: TRAILS RESTORATION | $10,000 | |
| ORGANIC SOUP KITCHEN | ||||||||
| 315 MEIGS ROAD | SANTA BARBARA | CA | 931091900 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| 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 | |
| SANTA BARBARA CENTER FOR PERFORMING ARTS | ||||||||
| 1214 STATE STREETM 6TH FLOOR | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SANTA BARBARA MARITIME MUSEUM | ||||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | NONE | PC | SURF EXHIBIT | $5,000 | |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 931010000 | NONE | PC | GENERAL OPERATING SUPPORT | $51,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 931052936 | NONE | PC | GENERAL OPERATING SUPPORT | $26,000 | |
| SANTA BARBARA NEIGHBORHOOD CLINICS | ||||||||
| 915 N MILPAS ST | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SANTA BARBARA RESCUE MISSION | ||||||||
| 535 YANONALI ST | SANTA BARBARA | CA | 93103 | NONE | PC | CONSTRUCTION OF WOMEN'S EMERGENCY SHELTER | $50,000 | |
| SANTA BARBARA WILDLIFE CARE NETWORK | ||||||||
| PO BOX 6594 | SANTA BARBARA | CA | 93160 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SB FOUNDATION | ||||||||
| PO BOX 5476 | MONTECITO | CA | 93150 | NONE | PC | THE PARTNERSHIP FOR RESILIENT COMMUNITIES | $50,000 | |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | ||||||||
| PO BOX 3620 | SANTA BARBARA | CA | 931303620 | NONE | PC | CSUCI BSN NURSING PROGRAM 4 SCHOLARSHIPS | $20,000 | |
| STANFORD OFFICE OF DEVELOPMENT | ||||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | HOOVER COUNCIL | $10,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | GENERAL OPERATING SUPPORT | $172,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | GENERAL OPERATING SUPPORT-ATHLETIC DEPT | $10,000 | |
| STORYTELLER CHILDREN'S CENTER INC | ||||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SURF HAPPENS FOUNDATION | ||||||||
| 3825 SANTA CLAUS LANE | SANTA BARBARA | CA | 93013 | NONE | PC | GOS + BOYS & GIRLS CLUB CAMP | $15,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER RD | OJAI | CA | 93023 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| THACHER SCHOOL INC | ||||||||
| 5025 THACHER RD | OJAI | CA | 930238304 | NONE | PC | TRAVEL FOR PARENTS | $137,000 | |
| TRANSITION HOUSE | ||||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | PROGRAMS FOR HOMELESS CHILDREN | $10,000 | |
| UCLA FOUNDATION FUND #062877O | ||||||||
| 10945 LE CONTE AVE | LOS ANGELES | CA | 90095 | NONE | PC | KIDNEY RESEARCH FUND #62877O | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY PARK CAMPUS ADM 160 | LOS ANGELES | CA | 900894017 | NONE | PC | GOS FOR ATHLETIC DEPARTMENT | $235,000 | MC4017 |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 537264090 | NONE | PC | SCOTT AND ELLA BRITTINGHAM VIKING FUND | $130,000 | |
| US OLYMPIC & PARALYMPIC FOUNDATION | ||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | PC | PODIUM PLEDGE ($150K OF $300K) | $150,000 | |
| VISITING NURSE & HOSPICE CARE OF SB | ||||||||
| 509 E MONTECITO ST | SANTA BARBARA | CA | 93103 | NONE | PC | SUBSIDIZED CARE | $10,000 | |
| WESTMONT COLLEGE | ||||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 931081023 | NONE | PC | DAVID BROOKS SPRING & FALL CLASSES | $10,000 | |
| WILDERNESS YOUTH PROJECT INC | ||||||||
| 5386 HOLLISTER AVE SUITE D | SANTA BARBARA | CA | 93111 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 012673163 | NONE | PC | ANNUAL FUND | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,891,500 | 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 | $54,483 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $567,603 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,233 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,735,842 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,495,161 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,495,161 | 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 | $84,964 | Amt |
| Net Investment Income | $19,265 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $65,699 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY #4790 | AT COST | $6,516,592 | $6,516,592 |
| FIDELITY #4774 | AT COST | $25,583,135 | $25,583,135 |
| MERRILL LYNCH | AT COST | $1,046,202 | $1,046,202 |
| RUANE | AT COST | $3,902,836 | $3,902,836 |
| 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 | $1,124,640 | $1,124,640 |
| HARBOUR REALTY | AT COST | $1,052,888 | $1,052,888 |
| RCG VENTURES | AT COST | $167,827 | $167,827 |
| EMMETT OCHS | AT COST | $454,369 | $454,369 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,569 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,569 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $181,543 | $181,543 | $0 |
| INSURANCE | $603 | $0 | $603 |
| PROPERTY | $148,022 | $0 | $148,022 |
| MISCELLANEOUS | $7,612 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| REFUNDS | $168,774 | $0 | $168,774 |
| MISCELLANEOUS | -$31,541 | -$31,541 | -$31,541 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $4,317,556 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT SERVICES | CategoryTxt |
| Amt | $3,288 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,288 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $23,962 | $0 | $23,962 |
| EXCISE TAXES | $66,064 | $0 | $0 |
Comments