BRITTINGHAM FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BRITTINGHAM FAMILY FOUNDATION (EIN 26-2992045)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-26
IRS object ID
202612389349100906
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-26T14:52:06-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN651164012PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PROSPERITY PARTNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 E CARRILLO ST STE 300AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262992045EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRITTINGHAM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRITBusinessNameControlTxt
Phone8054511200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11482 E VALLEY ROAD 703AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLA BRITTINGHAMPersonNm
Person TitleEXECUTIVE VICE PRESIDENTPersonTitleTxt
Phone8059695415PhoneNum
Signature2026-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISLEY REED CPAPreparerPersonNm
PTINP00025230PTIN
Phone8059629175PhoneNum
Preparation2026-08-07PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$57,948,296FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$18,701InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,701InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$775,077DividendsRevAndExpnssAmt
Dividends Net Invst Incm$775,077DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$400GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$400GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$400NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$2,456,326NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,176,902GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,456,326CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,958OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,958OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,257,462TotalRevAndExpnssAmt
Total Net Invst Incm$3,257,462TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$253,601CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$38,040CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$154,841CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$79,200OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$79,200OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$3,601PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$3,601PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,434LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$10,434LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$66,270AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,125AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$47,145AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,113OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,113OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$27,823TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,862TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25,961TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$313,703OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$195,107OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$118,596OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$755,745TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$254,134TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$440,891TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,019,514ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,019,514ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,775,259TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$254,134TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,460,405TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$482,203ExcessRevenueOverExpensesAmt
Net Investment Income$3,003,328NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,314,691CashBOYAmt
Cash EOY$879,414CashEOYAmt
Cash EOYFMV$879,414CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,077SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,078SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,078SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$2,898PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,898PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,898PrepaidExpensesEOYFMVAmt
Invst Land Cost Or Other Basis$5,232InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$5,232InvstLandAccumDepreciationAmt
Other Investments BOY$52,525,898OtherInvestmentsBOYAmt
Other Investments EOY$57,055,906OtherInvestmentsEOYAmt
Other Investments EOYFMV$57,055,906OtherInvestmentsEOYFMVAmt
Other Assets BOY$63,750OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$53,917,314TotalAssetsBOYAmt
Total Assets EOY$57,948,296TotalAssetsEOYAmt
Total Assets EOYFMV$57,948,296TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$53,917,314NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$57,948,296NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$53,917,314TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$57,948,296TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$53,917,314TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$57,948,296TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$53,917,314TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$482,203ExcessRevenueOverExpensesAmt
Other Increases$3,588,779OtherIncreasesAmt
Subtotal$57,988,296SubtotalAmt
Other Decreases$40,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$57,948,296TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMARKETABLE SECURITIES SALESPropertyDesc
Acquired2023-06-30AcquiredDt
Sold2025-06-30SoldDt
Gross Sales Price$4,176,902GrossSalesPriceAmt
Cost Or Other Basis$1,720,576CostOrOtherBasisAmt
Gain Or Loss$2,456,326GainOrLossAmt
Gains Minus Excess Or Losses$2,456,326GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,456,326CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$41,746InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$41,746SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$41,746TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$54,561EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$54,561TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$12,815OverpaymentAmt
Applied To ES Tax$12,815AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BRITTINGHAMFAMILYFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SCOTT BRITTINGHAMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8059695415PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11482 E VALLEY ROAD SUITE 703AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT BRITTINGHAM
1482 E VALLEY ROAD 703SANTA BARBARACA93108PRESIDENT30.00$150,000$3,601$0
ELLA BRITTINGHAM
1482 E VALLEY ROAD 703SANTA BARBARACA93108CFO AND SECRETARY30.00$100,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonKRISTALYN FROHLINGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11482 E VALLEY ROAD 703AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
TitleFOUNDATION ADMINISTRTitleTxt
Average Hrs Per Wk Devoted To Pos30.00AverageHrsPerWkDevotedToPosRt
Compensation$79,200CompensationAmt
Employee Benefits$3,601EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
FIDELITY INVESTMENTS
PO BOX 28019ALBUQUERQUENM87125INVESTMENT ADVISOR FEES$71,898
RUANE CUNNIFF LP
45 ROCKEFELLER PLAZA 34TH FLOORNEW YORKNY10111INVESTMENT ADVISOR FEES$64,334
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$47,516,430AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,114,896AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,767,322FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$56,398,648TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$56,398,648AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$845,980CashDeemedCharitableAmt
Net Vl Noncharitable Assets$55,552,668NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,777,633MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,777,633MinimumInvestmentReturnAmt
Tax Based On Investment Income$41,746TaxBasedOnInvestmentIncomeAmt
Total Tax$41,746TotalTaxAmt
Distributable Before Adj$2,735,887DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,735,887DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,735,887DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,460,405ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,460,405QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,735,887DistributableAsAdjustedAmt
Undistributed Income PY$1,428,875UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,460,405QualifyingDistributionsAmt
Applied To Year1$1,428,875AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,031,530AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,704,357UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRITTINGHAM FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11482 EAST VALLEY ROAD SUITE 703AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8059695415RecipientPhoneNum
Recipient Email AddressINFO@BRITTINGHAMFAMILYFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsTHE 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 DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION EVALUATES GRANT REQUESTS QUARTERLY FROM CERTAIN COUNTIES IN THE UNITED STATES OF AMERICA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022NONEPCGENERAL OPERATING SUPPORT$2,000
ANGELS FOSTER CARE
3905 STATE STREET 7-115SANTA BARBARACA93105NONEPCFOSTER PARENT PROGRAM$1,000
ASPEN CENTER FOR ENVIRONMENTAL STUDIES
100 PUPPY SMITH STASPENCO816111451NONEPCGENERAL OPERATING SUPPORT$5,000
ASPEN CENTER FOR ENVIRONMENTAL STUDIES
100 PUPPY SMITH STASPENCO816111451NONEPCENDOWMENT PADDLE RAISE$10,000
ASPEN FILM
110 EAST HALLAM STREET SUITE 103ASPENCO816111461NONEPCREAL BUTTER AT ISIS THEATER$6,000
ASPEN HISTORICAL SOCIETY
620 W BLEEKER STREETASPENCO81611NONEPCGENERAL OPERATING SUPPORT$5,000
ASPEN JOURNALISM
1280 S UTE AVENUE SUITE 9ASPENCO81611NONEPCGENERAL OPERATING SUPPORT$2,500
ASPEN VALLEY HOSPITAL FOUNDATION
0401 CASTLE CREEK ROADASPENCO81611NONEPCIN HONOR OF JOHN SARPA$10,000
ASPEN VALLEY SKI-SNOWBOARD CLUB INC
300 AVSC DRIVEASPENCO81611NONEPCIN HONOR OF MICHAEL RUEGGEBERG$5,000
ASPEN WILDFIRE FOUNDATION
420 E HOPKINS AVENUEASPENCO81611NONEPCGENERAL OPERATING SUPPORT$5,000
ASPEN WILDFIRE FOUNDATION
420 E HOPKINS AVENUEASPENCO81611NONEPCWILDFIRE ENGINE$150,000
BACKLINE
PO BOX 13511PORTLANDOR97213NONEPCGENERAL OPERATING SUPPORT$2,500
BOYS & GIRLS CLUB OF SANTA BARBARA INC
632 E CANON PERDIDO STREETSANTA BARBARACA93103NONEPCGENERAL OPERATING SUPPORT$10,000
CALIFORNIA AVOCADO FESTIVAL INC
PO BOX 146CARPINTERIACA93013NONEPCPIT PROTECTOR SPONSORSHIP$5,000
CANCER FOUNDATION OF SANTA BARBARA
601 WEST JUNIPERO STSANTA BARBARACA93105NONEPCVIA RANCHEROS VISITADORES IN HONOR OF STEVE BENETO$1,000
CARPINTERIA CHILDREN'S PROJECT
5201 8TH STREETCARPINTERIACA93013NONEPCEARLY CHILDHOOD EDUCATION & FAMILY RESOURCE CTR$10,000
CASA DEL HERRERO FOUNDATION
1387 EAST VALLEY ROADSANTA BARBARACA93108NONEPCSAVE AMERICA'S TREASURES!$25,000
CASA DEL HERRERO FOUNDATION
1387 EAST VALLEY ROADSANTA BARBARACA93108NONEPCCENTENNIAL GALA$30,000
CATALYST CALIFORNIA
1910 W SUNSET BLVD SUITE 500LOS ANGELESCA90026NONEPCGOS IN HONOR OF MOLLY MUNGER & STEVE ENGLISH$1,000
COASTAL RANCHES CONSERVANCY
68 HOLLISTER RANCH ROADGAVIOTACA93117NONEPCGENERAL OPERATING SUPPORT$5,000
COMMUNITY ENVIRONMENTAL COUNCIL
PO BOX 90660SANTA BARBARACA93190NONEPCGENERAL OPERATING SUPPORT$2,500
COMMUNITY INITIATIVES
1000 BROADWAY SUITE 480OAKLANDCA94607NONEPCHOUSE OF VICTORY FOUNDATION$100,000
CRANE COUNTRY DAY SCHOOL
1795 SAN LEANDRO LANESANTA BARBARACA931082639NONEPCANNUAL FUND$50,000
CRANE COUNTRY DAY SCHOOL
1795 SAN LEANDRO LANESANTA BARBARACA931082639NONEPCIN-KIND RENT$80,400
DREAM FOUNDATION
1528 CHAPALA ST SUITE 304SANTA BARBARACA931018821NONEPCGENERAL OPERATING SUPPORT$5,000
DREAM FOUNDATION
1528 CHAPALA ST SUITE 304SANTA BARBARACA931018821NONEPCFLOWER EMPOWER UNDERWRITING$5,000
FAMILY SERVICE AGENCY
123 W GUTIERREZ STREETSANTA BARBARACA931013424NONEPCGENERAL OPERATING SUPPORT$5,000
FAMILY THERAPY INSTITUTE OF SANTA BARBARA
111 E ARRELLAGA STREETSANTA BARBARACA93101NONEPCGENERAL OPERATING SUPPORT$2,000
FISH REEF PROJECT
315 MEIGS ROAD SUITE A289SANTA BARBARACA93109NONEPCEDUCATIONAL FISH REEF PROJECT EXHIBITS$10,000
FOODBANK OF SANTA BARBARA COUNTY
4554 HOLLISTER AVENUESANTA BARBARACA93110NONEPCGENERAL OPERATING SUPPORT$2,500
FOUNDATION FOR SB CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109NONEPCSBCC PROMISE$2,500
FOUR WINDS INC
286 FOUR WINDS ROADDEAR HARBORWA98243NONEPCSKY AND SEA CAMPAIGN$100,000
FOUR WINDS INC
286 FOUR WINDS ROADDEAR HARBORWA98243NONEPCGENERAL OPERATING SUPPORT$5,000
FRACTURED ATLAS PRODUCTIONS INC
PO BOX 55HARTSDALENY105300055NONEPCSJK ART & HUMANITY$8,000
FRACTURED ATLAS PRODUCTIONS INC
PO BOX 55HARTSDALENY105300055NONEPCPLAYS IN VERSE$40,000
FRACTURED ATLAS PRODUCTIONS INC
PO BOX 55HARTSDALENY105300055NONEPCSJK ARTS & HUMANITY$8,000
FRACTURED ATLAS PRODUCTIONS INC
PO BOX 55HARTSDALENY105300055NONEPCSJK ART & HUMANITY$8,000
FRACTURED ATLAS PRODUCTIONS INC
PO BOX 55HARTSDALENY105300055NONEPCSJK ART & HUMANITY$8,000
GRATEFUL DEAD STUDIES ASSOCIATION
PO BOX 67231SCOTTS VALLEYCA95066NONEPCGDSA FIFTH ANNUAL CONFERENCE UNDERWRITING$2,500
HARVARD-WESTLAKE SCHOOL
700 NORTH FARING ROADLOS ANGELESCA90077NONEPCANNUAL FUND$3,500
HEAL THE OCEAN
PO BOX 90106SANTA BARBARACA93109NONEPCGENERAL OPERATING SUPPORT$15,000
HEARST CASTLE PRESERVATION FOUNDATION
11040 BOLLINGER CANYON ROAD SUITESAN RAMONCA94582NONEPCGENERAL OPERATING SUPPORT$10,000E183
HOSPICE OF SANTA BARBARA INC
2050 ALAMEDA PADRE SERRA SUITE 100SANTA BARBARACA93103NONEPCPATIENT CARE SERVICES$5,000
IMMIGRANT HOPE SANTA BARBARA
935 SAN ANDRES STREETSANTA BARBARACA93101NONEPCHELP & HOPE TO IMMIGRANTS IN SB COUNTY$7,500
JEWISH FEDERATION OF GREATER SB
524 CHAPALA STREETSANTA BARBARACA93101NONEPCCAPITAL CAMPAIGN$250,000
LAND TRUST FOR SANTA BARBARA COUNTY
PO BOX 91830SANTA BARBARACA931901830NONEPCGENERAL OPERATING SUPPORT$1,000
LANGE FOUNDATION
2106 S SEPULVEDA BLVDLOS ANGELESCA90025NONEPCIN HONOR OF PENNY BIANCHI$1,000
LITTLE VILLAGE FOUNDATION
606 ALAMO PINTADO ROADSOLVANGCA93463NONEPCGENERAL OPERATING SUPPORT$5,000
LOBERO THEATRE FOUNDATION
BRANDON MOWERY 33 EAST CANONSANTA BARBARACA931012213NONEPCGENERAL OPERATING SUPPORT$10,000PERDIDO ST
LOS PADRES FOREST WATCH
JEFF KUYPER PO BOX 831SANTA BARBARACA931020831NONEPCGENERAL OPERATING SUPPORT$1,000
MONTESSORI CTR SCH AT SB & STUDENTS INC
401 N FAIRVIEW AVEGOLETACA93117NONEPCIN HONOR OF MARGARET COTA$10,000
MUSIC ASSOCIATES OF ASPEN INC
225 MUSIC SCHOOL ROADASPENCO81611NONEPCGOS: ASPEN MUSIC FESTIVAL & SCHOOL$10,000
MUSICARES
3030 OLYMPIC BLVDSANTA MONICACA90404NONEPCMUSICIANS' FUND$5,000
NATURE TRACK FOUNDATION
PO BOX 953LOS OLIVOSCA93441NONEPCFOSTERING A LIFELONG FASCINATION WITH NATURE$5,000
NEIGHBORHOOD YOUTH ASSOCIATION INC
3590 GRAND VIEW BOULEVARDLOS ANGELESCA90066NONEPCIN HONOR OF ADRI BUTLER$2,500
NEIGHBORS FOR A BETTER SAN FRANCISCO
465 CALIFORNIA STREET SUITE 425SAN FRANCISCOCA94104NONEPCGENERAL OPERATING SUPPORT$10,000
O-HIGHER ED
5025 THACHER ROADOJAICA93023NONEPCGENERAL OPERATING SUPPORT$7,500
ORGANIC SOUP KITCHEN
315 MEIGS ROAD SUITE A369SANTA BARBARACA931091900NONEPCGENERAL OPERATING SUPPORT$2,500
PASADENA HUMANE SOCIETY & SPCA
361 S RAYMOND AVENUEPASADENACA91105NONEPCGENERAL OPERATING SUPPORT$5,000
PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
7155 E 38TH AVEDENVERCO80207NONEPCGENERAL OPERATING SUPPORT$5,000
PLANNED PARENTHOOD SANTA BARBARA
518 GARDEN STREETSANTA BARBARACA93108NONEPCGOS RESTRICTED TO SANTA BARBARA COUNTY$10,000
POLYTECHNIC SCHOOL
1030 EAST CALIFORNIA BLVDPASADENACA911069972NONEPCANNUAL FUND$1,000
REX FOUNDATION
PO BOX 219SAN ANSELMOCA94979NONEPCEVENT SPONSORSHIP$25,000
ROOTED SANTA BARBARA COUNTY
PO BOX 91227SANTA BARBARACA93190NONEPCGENERAL OPERATING SUPPORT$1,000
SANTA BARBARA AUDUBON SOCIETY
PO BOX 6737SANTA BARBARACA93160NONEPCEDUCATION & CONSERVATION TO PROTECT BIRDLIFE$10,000
SANTA BARBARA BUCKET BRIGADE
PO BOX 50640SANTA BARBARACA93150NONEPCWALK MONTECITO$5,000
SANTA BARBARA CENTER FOR PERFORMING ARTS
1214 STATE STREET 6TH FLOORSANTA BARBARACA93101NONEPCGENERAL OPERATING SUPPORT$1,000
SANTA BARBARA CENTER FOR PERFORMING ARTS
1214 STATE STREET 6TH FLOORSANTA BARBARACA93101NONEPCNEW WALTZ SHOW SPONSORSHIP$5,000
SANTA BARBARA CENTER FOR PERFORMING ARTS
1214 STATE STREET 6TH FLOORSANTA BARBARACA93101NONEPCPSYCHEDELIC SYMPHONY UNDERWRITING$5,000
SANTA BARBARA CENTER FOR PERFORMING ARTS
1214 STATE STREET 6TH FLOORSANTA BARBARACA93101NONEPCNOTE RECEIVABLE FOREGIVEN$63,750
SANTA BARBARA COTTAGE HOSPITAL FOUNDATION
PO BOX 689SANTA BARBARACA93102NONEPCGENERAL OPERATING SUPPORT$25,000
SANTA BARBARA EDUCATION FOUNDATION
133 E DE LA GUERRA 366SANTA BARBARACA93101NONEPCMISSION SCHOLARS$7,500
SANTA BARBARA HISTORICAL MUSEUM
136 E DE LA GUERRA STSANTA BARBARACA931012205NONEPCGENERAL OPERATING SUPPORT$5,000
SANTA BARBARA HUMANE SOCIETY
5399 OVERPASS ROADSANTA BARBARACA93111NONEPCGENERAL OPERATING SUPPORT$2,500
SANTA BARBARA MUSEUM OF NATURAL HISTORY
2559 PUESTA DEL SOLSANTA BARBARACA931052936NONEPCGENERAL OPERATING SUPPORT$5,000
SANTA BARBARA NEIGHBORHOOD CLINICS
915 N MILPAS ST 2ND FLOORSANTA BARBARACA93103NONEPCGENERAL OPERATING SUPPORT$10,000
SANTA BARBARA RESCUE MISSION
535 E YANONALI STREETSANTA BARBARACA93103NONEPCGENERAL OPERATING SUPPORT$5,000
SANTA BARBARA WILDLIFE CARE NETWORK
PO BOX 6594SANTA BARBARACA93160NONEPCGENERAL OPERATING SUPPORT$2,500
SB COUNTY IMMIGRANT LEGAL DEFENSE CENTER
1136 E MONTECITO STREETSANTA BARBARACA93103NONEPCLEGAL REPRESENTATION FOR INDIGENT IMMIGRANTS$10,000
SCHOLARSHIP FOUNDATION OF SANTA BARBARA
PO BOX 3620SANTA BARBARACA931303620NONEPCCSUCI BSN NURSING PROGRAM 5 SCHOLARSHIPS$25,000
SCHOLARSHIP FOUNDATION OF SANTA BARBARA
PO BOX 3620SANTA BARBARACA931303620NONEPCIN HONOR OF DAVID YAGER$1,000
STAR JASMINE FOUNDATION
126 COOPER ROADSANTA BARBARACA93109NONEPCJERRY DAY SB, ANOTHER DAY IN THE SUN$5,000
STEADFAST LA FOUNDATION
101 THE GROVE DRIVELOS ANGELESCA90036NONEPCGENERAL OPERATING SUPPORT$10,000
SURF HAPPENS FOUNDATION
3825 SANTA CLAUS LANESANTA BARBARACA93013NONEPCGENERAL OPERATING SUPPORT$10,000
THACHER SCHOOL INC
5025 THACHER RDOJAICA930238304NONEPCANNUAL FUND, POPPY BRITTINGHAM TOBIN$5,000
THACHER SCHOOL INC
5025 THACHER RDOJAICA930238304NONEPCANNUAL FUND, TOMMY BRITTINGHAM$5,000
THACHER SCHOOL INC
5025 THACHER RDOJAICA930238304NONEPCGENERAL OPERATING SUPPORT$25,000
THE ALCAZAR THEATRE
4916 AVENUECARPINTERIACA93013NONEPCGENERAL OPERATING SUPPORT$10,000
TRANSITION HOUSE
425 E COTA STREETSANTA BARBARACA93101NONEPCGENERAL OPERATING SUPPORT$10,000
UNIONDOCS INC
352 ONDERDONK AVENUERIDGEWOODNY11385NONEPCGENERAL OPERATING SUPPORT$250,000
UNITY SHOPPE
1219 STATE STREETSANTA BARBARACA93101NONEPCGENERAL OPERATING SUPPORT$2,500
UNIVERSITY OF SOUTHERN CALIFORNIA
1150 SOUTH OLIVE STREET 25TH FLOORLOS ANGELESCA90015NONEPCUSC ATHLETICS GENERAL OPERATING SUPPORT$25,000
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVEMADISONWI537264090NONEPCVOID: SCOTT & ELLA BRITTINGHAM VIKING FUND$0
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVEMADISONWI537264090NONEPCSCOTT & ELLA BRITTINGHAM VIKING FUND$116,364
US OLYMPIC & PARALYMPIC FOUNDATION
1 OLYMPIC PLAZA COLORADO SPRINGSCOLORADO SPRINGSCO80909NONEPCGENERAL OPERATING SUPPORT$150,000
USC MARSHALL SCHOOL OF BUSINESS
1150 SOUTH OLIVE STREET 25TH FLOORLOS ANGELESCA90015NONEPCMARSHALL ANNUAL FUND:IN HONOR OF DEAN JAMES ELLIS$50,000
VISITING NURSE & HOSPICE CARE OF SB
509 E MONTECITO STREET SUITE 200SANTA BARBARACA93103NONEPCGENERAL OPERATING SUPPORT$5,000
WILDERNESS YOUTH PROJECT INC
2040 ALAMEDA PADRE SERRA SUITE 224SANTA BARBARACA93103NONEPCGENERAL OPERATING SUPPORT$2,500
WILLIAMS COLLEGE
75 PARK STREETWILLIAMSTOWNMA012673163NONEPCANNUAL FUND$1,000
WISHTOYO FOUNDATION
9452 TELEGRAPH RD 432VENTURACA93004NONEPCCHUMASH MARITIME LIFEWAYS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,019,514TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,701ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$775,077ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$400ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,958ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,456,326ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,257,462ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,257,462TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$66,270Amt
Net Investment Income$19,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$47,145DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MARKETABLE SECURITIESAT COST$49,292,995$49,292,995
1561 EAST VALLEY ROADAT COST$5,100,000$5,100,000
1857 SAN LEANDROAT COST$2,289,001$2,289,001
EMMETT OCHSAT COST$373,910$373,910

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$10,434LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,434DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNOTE RECEIVABLEDesc
BOY Book Value$63,750BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$40,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$195,107$195,107$0
INSURANCE$958$0$958
PROPERTY$114,265$0$114,265
MISCELLANEOUS$3,373$0$3,373

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$6,958RevenueAndExpensesPerBooksAmt
Net Investment Income$6,958NetInvestmentIncomeAmt
Adjusted Net Income$6,958AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN$3,508,379
IN-KND RENTAL INCOME$80,400

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONTRACT SERVICESCategoryTxt
Amt$1,113Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,113DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$25,961$0$25,961
FOREIGN TAXES$1,862$1,862$0

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