BRITTINGHAM FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: BRITTINGHAM FAMILY FOUNDATION (EIN 26-2992045)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-04-28
IRS object ID: 201511189349100806
Schema version: 2014v5.0
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
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-04-28T15:22:36-05:00	ReturnTs
Tax Period End	2014-12-31	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	2014-01-01	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	8059695415	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	2015-04-24	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	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$48,614,173	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$34,221	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$34,221	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$351,931	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$351,931	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$2,050	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$2,050	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	$2,050	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$2,480,684	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$15,192,227	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,480,684	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$161,749	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$161,749	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$3,030,635	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,030,635	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	$150,000	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$85,800	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$57,200	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$69,819	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$1,100	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$45,036	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$3,483	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$15,250	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$138,904	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$120,468	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$27,594	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,082	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$17,026	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$679	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$19,952	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$0	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$281,453	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$225,782	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$9,550	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$892,934	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$387,932	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$278,812	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,597,364	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,597,364	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,490,298	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$387,932	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,876,176	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,459,663	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,642,703	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$298,457	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$920,493	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$920,493	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$17,008,633	CorporateStockBOYAmt
Corporate Stock EOY	$15,911,964	CorporateStockEOYAmt
Corporate Stock EOYFMV	$27,906,575	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$10,042,100	CorporateBondsBOYAmt
Corporate Bonds EOY	$10,256,157	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$10,296,536	CorporateBondsEOYFMVAmt
Other Investments BOY	$9,473,778	OtherInvestmentsBOYAmt
Other Investments EOY	$8,290,419	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$9,484,619	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$5,233	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,181	LandBldgEquipAccumDeprecAmt
Land BOY	$1,111	LandBOYAmt
Land EOY	$3,052	LandEOYAmt
Land EOYFMV	$3,052	LandEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$2,898	OtherAssetsEOYAmt
Other Assets EOYFMV	$2,898	OtherAssetsEOYFMVAmt
Total Assets BOY	$36,824,079	TotalAssetsBOYAmt
Total Assets EOY	$35,384,983	TotalAssetsEOYAmt
Total Assets EOYFMV	$48,614,173	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$35,003	AccountsPayableBOYAmt
Accounts Payable EOY	$55,570	AccountsPayableEOYAmt
Total Liabilities BOY	$35,003	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$55,570	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$36,789,076	RetainedEarningBOYAmt
Retained Earning EOY	$35,329,413	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$36,789,076	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$35,329,413	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$36,824,079	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$35,384,983	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$36,789,076	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,459,663	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$35,329,413	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$35,329,413	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SONOS	P	2014-11-17	$489,347	$127,500	$361,847	$361,847
RCG VENTURES	P	2014-12-31	$41,937		$41,937	$41,937
MARKETABLE SECURITIES - DETAIL AVAILABLE UPON REQUEST	P	2014-12-31	$14,660,943	$12,584,043	$2,076,900	$2,076,900

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,480,684	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$3,619,392	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$45,288,056	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.079919	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$3,259,712	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$42,302,884	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.077056	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$3,132,585	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$43,691,690	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.071698	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$2,236,213	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$45,483,645	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.049165	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$281,433	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$38,728,600	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.007267	DistributionYr5Rt
Total Distribution	0.285105	TotalDistributionRt
Average Distribution	0.057021	AverageDistributionRt
Net Vl Noncharitable Assets	$45,722,372	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,607,135	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$26,427	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,633,562	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$3,876,176	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$26,427	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$26,427	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$26,427	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$21,809	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$21,809	TotalPaymentsAndCreditsAmt
Tax Due	$4,618	TaxDueAmt

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	0	UnrelatedBusIncmOverLimitInd
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	559 SAN YSIDRO ROAD SUITE B	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	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
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

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
559 SAN YSIDRO ROAD SUITE B	SANTA BARBARA	CA	93108	PRESIDENT	30.00	$150,000	$4,398	$0
ELLA BRITTINGHAM
559 SAN YSIDRO ROAD SUITE B	SANTA BARBARA	CA	93108	CFO AND SECRETARY	30.00	$100,000	$4,398	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	LESLIE A CONROY	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	559 SAN YSIDRO ROAD SUITE B	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	35.00	AverageHrsPerWkDevotedToPosRt
Compensation	$85,800	CompensationAmt
Employee Benefits	$59,308	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
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	$36,771,663	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,019,900	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$8,627,089	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$46,418,652	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$46,418,652	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$696,280	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$45,722,372	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,286,119	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,286,119	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$26,427	TaxBasedOnInvestmentIncomeAmt
Total Tax	$26,427	TotalTaxAmt
Distributable Before Adj	$2,259,692	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,259,692	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,259,692	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,876,176	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,876,176	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$26,427	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$3,849,749	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,259,692	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$586,520	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,391,371	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,977,891	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,876,176	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,259,692	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,616,484	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$3,594,375	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	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,594,375	ExcessDistriCyovToNextYrAmt
Excess From Year2	$586,520	ExcessFromYear2Amt
Excess From Year1	$1,391,371	ExcessFromYear1Amt
Excess From Current Year	$1,616,484	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CATE SCHOOL
1960 CATE MESA RD	CARPINTERIA	CA	93014	NONE	PC	TRAINING CENTER	$100,000
CHINA UEMURA'S SURFING FOUNDATION
5333 LIKINI ST 1809	HONOLULU	HI	96818	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
COASTAL RANCHES CONSERVANCY
PO BOX 1353	SUMMERLAND	CA	93067	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
COMMUNITY COUNSELING CENTER INC
923 OLIVE ST	SANTA BARBARA	CA	93101	NONE	PC	SPANISH SPEAKING FAMILIES PROGRAM	$1,000
CRANE COUNTRY DAY SCHOOL
1795 SAN LEANDRO LN	SANTA BARBARA	CA	93108	NONE	PC	FACULTY SPANISH STUDY	$10,000
CRANE COUNTRY DAY SCHOOL
1795 SAN LEANDRO LN	SANTA BARBARA	CA	93108	NONE	PC	2014 AUCTION UNDERWRITING	$10,000
CRANE COUNTRY DAY SCHOOL
1795 SAN LEANDRO LN	SANTA BARBARA	CA	93108	NONE	PC	ANNUAL FUND	$25,000
CRANE COUNTRY DAY SCHOOL
1795 SAN LEANDRO LN	SANTA BARBARA	CA	93108	NONE	PC	CRANE/CATE EDUCATIONAL OPPORTUNITY FUND	$36,000
CRANE COUNTRY DAY SCHOOL
1795 SAN LEANDRO LN	SANTA BARBARA	CA	93108	NONE	PC	KINDERGARTEN CLASSROOM BUILDING & ENDOWMENT	$200,000
DREAM FOUNDATION
1528 CHAPALA STREET SUITE 304	SANTA BARBARA	CA	93101	NONE	PC	UNDERWRITE CELEBRATION OF DREAMS GALA	$10,000
DREAM FOUNDATION
1528 CHAPALA STREET SUITE 304	SANTA BARBARA	CA	93101	NONE	PC	CELEBRATION OF DREAMS GALA PADDLE RAISE	$1,000
FOODBANK OF SANTA BARBARA COUNTY
1525 STATE ST	SANTA BARBARA	CA	93101	NONE	PC	GROW YOUR OWN WAY PROGRAM	$10,000
FOUR WINDS WESTWARD HO CAMP
PO BOX 140	DEER HARBOUR	WA	98243	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
FOUR WINDS WESTWARD HO CAMP
PO BOX 140	DEER HARBOUR	WA	98243	NONE	PC	CAPITAL IMPROVEMENTS/TENNIS COURT RENOVATION PROJECT	$25,000
FRACTURED ATLAS PRODUCTIONS INC
248 W 35TH ST 10TH FLOOR	NEW YORK	NY	10001	NONE	PC	GENERAL OPERATING SUPPORT	$92,000
FULFILLMENT FUND
6100 WILSHIRE BLVD SUITE 600	LOS ANGELES	CA	90048	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
GOOD SAMARITAN HOSPITAL
1225 WILSHIRE BLVD	LOS ANGELES	CA	90017	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
HARVARD-WESTLAKE SCHOOL
3700 COLDWATER CANYON AVE	STUDIO CITY	CA	91604	NONE	PC	ANNUAL FUND	$1,000
HEAL THE OCEAN
PO BOX 90106	SANTA BARBARA	CA	93190	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
HIGHER GROUND SUN VALLEY INC
PO BOX 6791	KETCHUM	ID	83340	NONE	PC	MILITARY PROGRAMS	$1,000
KCRW FOUNDATION INC
1900 PICO BLVD	SANTA MONICA	CA	90405	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
KEYSTONE SCHOOL
119 E CRAIG PL	SAN ANTONIO	TX	78212	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
LOBERO THEATRE FOUNDATION
33 E CANON PERDIDO ST	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
LOBERO THEATRE FOUNDATION
33 E CANON PERDIDO ST	SANTA BARBARA	CA	93101	NONE	PC	LOBERO ENCORE CAMPAIGN	$20,000
LOS PADRES FOREST WATCH
PO BOX 831	SANTA BARBARA	CA	93102	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
MAYO CLINIC
200 1ST ST SW	ROCHESTER	MN	55905	NONE	PC	DOROTHY CURRIE WAUGH FUND IN IMMUNOLOGY RESEARCH	$100,000
OLD SPANISH DAYS IN SANTA BARBARA INC
PO BOX 21557	SANTA BARBARA	CA	93121	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
POLYTECHNIC SCHOOL
1030 E CALIFORNIA BLVD	PASADENA	CA	91106	NONE	PC	ANNUAL FUND	$1,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA
1156 HIGH ST	SANTA CRUZ	CA	95064	NONE	PC	DEAD CENTRAL AT UC SANTA CRUZ LIBRARY	$100,000
SANTA BARBARA BOWL FOUNDATION
1122 N MILPAS ST	SANTA BARBARA	CA	93103	NONE	PC	AMERICAN CLASSIC CAMPAIGN	$200,000
SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC
1330 STATE ST	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$40,000
SANTA BARBARA COTTAGE HOSPITAL FOUNDATION
6550 HOLLISTER AVE	SANTA BARBARA	CA	93117	NONE	PC	REBUILDING OF COTTAGE HOSPITAL	$500,000
SANTA BARBARA FOUNDATION FOR THE FOUNDATION ROUNDTABLE
1111 CHAPALA ST SUITE 200	SANTA BARBARA	CA	93101	NONE	PC	PARTNERSHIP IN EXCELLENCE CONFERENCE 2014	$2,500
SANTA BARBARA FOUNDATION
1111 CHAPALA ST SUITE 200	SANTA BARBARA	CA	93101	NONE	PC	WESTSIDE CHILDRENS ZONE/THRIVE	$100,000
SANTA BARBARA FOUNDATION
1111 CHAPALA ST SUITE 200	SANTA BARBARA	CA	93101	NONE	PC	MISSION & STATE	$18,558
SANTA BARBARA MUSEUM OF NATURAL HISTORY
2559 PUESTA DEL SOL	SANTA BARBARA	CA	93105	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
SANTA BARBARA NEIGHBORHOOD CLINICS
1900 STATE ST SUITE G	SANTA BARBARA	CA	93101	NONE	PC	IMPROVED SUSTAINABILITY & INFRASTRUCTURE	$30,000
SANTA BARBARA VOLLEYBALL CLUB
PO BOX 30772	SANTA BARBARA	CA	93130	NONE	PC	AHA GIRLS EDUCATION	$3,000
SCHOLARSHIP FOUNDATION OF SANTA BARBARA
PO BOX 3620	SANTA BARBARA	CA	93130	NONE	PC	SCHOLARSHIPS FOR STUDENTS IN THE CSUCI BSN NURSING PROGRAM AT COTTAGE HEALTH SYSTEM	$10,000
STANFORD UNIVERSITY
434 GALVEZ MALL	STANFORD	CA	94305	NONE	PC	HOOVER COUNCIL	$10,000
STANFORD UNIVERSITY
434 GALVEZ MALL	STANFORD	CA	94305	NONE	PC	DOROTHY ANN CURRIE '56 UNDERGRADUATE SCHOLARSHIP FUND	$100,000
SURF HAPPENS FOUNDATION
1117 LAS OLAS AVE	SANTA BARBARA	CA	93109	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
THACHER SCHOOL INC
5025 THATCHER ROAD	OJAI	CA	93023	NONE	PC	GENERAL OPERATING SUPPORT	$3,100
THACHER SCHOOL INC
5025 THATCHER ROAD	OJAI	CA	93023	NONE	PC	FINANCIAL AID	$5,000
THACHER SCHOOL INC
5025 THATCHER ROAD	OJAI	CA	93023	NONE	PC	NUTRITION INITIATIVE	$50,000
THE LAND TRUST FOR SANTA BARBARA COUNTY
PO BOX 91830	SANTA BARBARA	CA	93190	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY
1 WASHINGTON SQUARE	SAN JOSE	CA	95192	NONE	PC	SO MANY ROADS CONFERENCE	$10,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3501 WATT WAY HERITAGE HALL 203A	LOS ANGELES	CA	90089	NONE	PC	CLINTON-BRITTINGHAM FELLOWSHIP	$120,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3501 WATT WAY HERITAGE HALL 203A	LOS ANGELES	CA	90089	NONE	PC	BRITTINGHAM SOCIAL ENTERPRISE LAB	$1,000,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3501 WATT WAY HERITAGE HALL 203A	LOS ANGELES	CA	90089	NONE	PC	SPONSORSHIP OF USC VITERBI SCHOOL OF ENGINEERING DEAN'S FELLOWSHIP	$48,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3501 WATT WAY HERITAGE HALL 203A	LOS ANGELES	CA	90089	NONE	PC	GALEN CENTER	$100,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3501 WATT WAY HERITAGE HALL 203A	LOS ANGELES	CA	90089	NONE	PC	PATRICK C. HADEN BALCONY IN THE JOHN MCKAY CENTER	$100,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3501 WATT WAY HERITAGE HALL 203A	LOS ANGELES	CA	90089	NONE	PC	GENERAL OPERATING SUPPORT FOR THE ATHLETIC DEPARTMENT	$30,000
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUE	MADISON	WI	53726	NONE	PC	SCOTT AND ELLA BRITTINGHAM VIKING FUND	$81,206
WESTERN SURFING ASSOCIATION
320 AVENIDA SIERRA	SAN CLEMENTE	CA	92672	NONE	PC	SCHOLASTIC SURFING SERIES/LA/VENTURA/SANTA BARBARA DIVISION	$5,000
WESTMONT COLLEGE
955 LA PAZ RD	SANTA BARBARA	CA	93108	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
WILLIAMS COLLEGE
75 PARK ST	WILLIAMSTOWN	MA	01267	NONE	PC	THOMAS E. BRITTINGHAM III '51 MEMORIAL SCHOLARSHIP	$170,000
WILLIAMS COLLEGE
75 PARK ST	WILLIAMSTOWN	MA	01267	NONE	PC	BRITTINGHAM FAMILY STUDENT RECRUITMENT FUND	$30,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,597,364	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF SOUTHERN CALIFORNIA	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	3501 WATT WAY HERITAGE HALL 203A	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90089	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	BRITTINGHAM SOCIAL ENTERPRISE LAB	GrantOrContributionPurposeTxt
Amt	$4,000,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$4,000,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$34,221	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$351,931	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$2,050	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$161,749	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$2,480,684	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$3,030,635	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,030,635	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	$15,250	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt
DESK W/ RETURN (PRESIDIO OFFICE INTERIORS)	2009-09-28	$1,822	$1,106	SL	7.000000000000	$260	$0
VISITORS CHAIRS	2010-07-08	$791	$396	SL	7.000000000000	$113	$0
NEW COMPUTER	2014-05-28	$2,620		SL	5.000000000000	$306	$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	FIXED INCOME BONDS AND FUNDS	BondNm
EOY Book Value	$10,256,157	EOYBookValueAmt
EOYFMV	$10,296,536	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK AND EXCHANGE TRADED FUNDS	StockNm
EOY Book Value	$15,911,964	EOYBookValueAmt
EOYFMV	$27,906,575	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
PRIVATE EQUITY	AT COST	$2,226,779	$3,420,979
REAL ESTATE	AT COST	$6,063,640	$6,063,640

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
DESK W/ RETURN (PRESIDIO OFFICE INTERIORS)	$1,822	$1,366	$456	$456
VISITORS CHAIRS	$791	$509	$282	$282
NEW COMPUTER	$2,620	$306	$2,314	$2,314

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$3,483	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	RENT DEPOSITS	Desc
EOY Book Value	$2,898	EOYBookValueAmt
EOYFMV	$2,898	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRANT MANAGEMENT SOFTWARE	$9,550	$0	$9,550
OFFICE SUPPLIES	$27,541	$0	$0
INVESTMENT EXPENSES	$225,782	$225,782	$0
INSURANCE	$18,580	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
EMMETT OCHS FUND II, LLC	$5,392	$5,392	$5,392
HARBOUR APT OPPORTUNITY FUND I, LP	$137,399	$137,399	$137,399
RCG VENTURES DISTRESS REAL ESTATE OPP FUND, LP	$18,958	$18,958	$18,958

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	CONTRACT SERVICES	CategoryTxt
Amt	$138,904	Amt
Net Investment Income	$120,468	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	PAYROLL TAXES	CategoryTxt
Amt	$27,594	Amt
Net Investment Income	$3,082	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$17,026	DisbursementsCharitablePrpsAmt

BRITTINGHAM FAMILY FOUNDATION: Form 990PF, tax year 2014

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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