2022-04-03T14:08:12-05:00 2020-12-31 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990PF 2020-01-01 300033989 BRAGG HEALTH FOUNDATION BRAG 8059680003 7127 HOLLISTER AVENUE SUITE 25A-24 SANTA BARBARA CA 93117 NICHOLAS J SCHNEIDER CFO 8059680003 2022-03-30 1 NICHOLAS SCHNEIDER 999009999 JOHN BRITTON P00290353 8059637811 2022-03-22 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 4521840 X 9631 18358 18358 36526 36526 36526 64515 54884 0 0 0 46179 0 46179 16262 0 16262 73052 0 853 285 0 9461 0 9461 150 0 150 1556 177 1379 146945 177 74284 26500 26500 173445 177 100784 -108930 54707 228631 132341 132341 14404 1317134 1530161 1754499 2635000 3202140 2635000 2635000 4762309 4297502 4521840 4243 6524 4243 6524 X 0 0 0 0 4758066 4290978 4758066 4290978 4762309 4297502 4758066 -108930 206842 4855978 565000 4290978 SALE OF PROPERTY P 2019-01-01 2020-07-16 36526 0 36526 36526 36526 760 0 760 0 760 0 0 0 0 0 1 761 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.BRAGGHEALTHFOUNDATION.ORG NICHOLAS J SCHNEIDER 8059680003 7127 HOLLISTER AVENUE SUITE 25A-249 SANTA BARBARA CA 93117 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LESLEY TIPPITT 7127 HOLLISTER AVENUE SUITE 25A-249 SANTA BARBARA CA 93117 PRESIDENT 1.00 0 0 0 NICHOLAS J SCHNEIDER 7127 HOLLISTER AVENUE SUITE 25A-249 SANTA BARBARA CA 93117 CFO 1.00 0 0 0 NONE 0 NONE 0 0 1395187 122564 2635000 4152751 0 0 4152751 62291 4090460 204523 204523 760 760 203763 0 203763 0 203763 100784 0 100784 0 100784 203763 84752 0 0 100784 84752 0 0 16032 0 0 0 0 0 0 0 0 187731 0 0 0 X AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PC GENERAL FUND 1500 UNITY SHOPPE 110 WEST SOLA ST SANTA BARBARA CA 93101 NONE PC GENERAL FUND 15000 WORLD DANCE FOR HUMANITY INC 906 NORTH NOPAL ST SANTA BARBARA CA 93103 NONE PC GENERAL FUND 10000 26500 0 14 18358 36526 0 18358 36526 54884 8 INVESTMENTS SUPPORT CHARITABLE DONATIONS. 0 0 0 0 0 0 0 0 0 0 X X 1 PATRICIA BRAGG 7127 HOLLISTER AVENUE SUITE 25A-249 GOLETA CA 93117 9631 X BARTLETT PRINGLE & WOLF 16262 0 16262 40'CONTAINER 2008-11-08 10561 8421 200DB 15.000000000000 285 0 HOLLISTER PROPERTY 2015-12-16 2100000 L 0 0 OAKLAND PROPERTY 2015-12-16 535000 L 0 0 AMENDED RETURN 990-PF, PAGE 1, BOX G THE 2020 TAX RETURNS FOR BRAGG HEALTH FOUNDATION ARE BEING AMENDED IN ORDER TO INCLUDE REAL ESTATE HOLDINGS ON THE MINIMUM INVESTMENT RETURN CALCULATIONS. THE INCLUSION OF REAL ESTATE HOLDINGS RESULTED IN THE FOLLOWING CHANGES: PAGE 2, PART II, LINE 14: LAND, BUILDINGS AND EQUIPMENT WAS ADJUSTED FROM $3,200,000 TO $2,635,000. PAGE 2, PART III, LINE 5: A BASIS ADJUSTMENT OF $565,000 WAS APPLIED DUE TO THE INCLUSION OF REAL ESTATE HOLDINGS. PAGE 8, PART X, LINE 1C: THE $2,635,000 FAIR MARKET VALUE OF REAL ESTATE WAS INCLUDED IN THE MINIMUM INVESTMENT RETURN CALCULATIONS. PAGE 9, PART XIII: THE DISTRIBUTABLE AMOUNT ON LINE 1 HAS BEEN REFIGURED ACCORDING TO PAGE 8, PART X. IN ADDITION, REFIGURED UNDISTRIBUTED INCOME FROM 2019 OF $84,752 HAS BEEN INCLUDED ON LINE 2A. A LOOK BACK PERIOD OF 5 YEARS WAS APPLIED WHICH RESULTED IN REFIGURED EXCESS DISTRIBUTION CARRYOVERS TO 2020 FROM 2015 THROUGH 2019 OF $0 (LINES 3A TO 3F). AVINO SILVER & GOLD MINES LTD 27416 15600 SILVER STANDARD RESOURCES 38473 40220 NEWMONT MINING CORP. 44521 59890 COEUR D'ALENE MINES 180538 40365 EXCELLON RESOURCES 48576 6233 GOLD CORP INC. 31124 31124 GOLD FIELDS LTD. ADR 24674 18540 GOLDEN STAR RESOURCES 29278 7420 ELDORADO GOLD GP LTD. 35975 10616 HECLA MINING CO. 14750 22291 NEWMONT MINING CORP. 18889 108281 IAMGOLD CORP. 8169 3670 ROYAL GOLD INC. 85851 208785 SILVER STANDARD RESOURCES 218489 257408 TASEKO MINES LTD. 4878 3960 KINROSS GOLD CORP. 163006 119128 U.S. GLOBAL INVESTORS GOLD 70005 64703 FORTUNA SILVER MINES INC. 6395 19158 IMPACT SILVER 23600 17082 GREAT PANTHER SILVER 5314 1278 IMPACT SILVER MINES 8622 3416 NORZINC 23959 988 GOLDEN MINERALS 16004 251 COSTCO 62891 200824 SIBANYE GOLD LIMITED 6238 8422 AGNICO EAGLE 85213 239734 COEUR D'ALENE MINES COR 34286 32085 MARKETABLE SECURITES SEIBERT 213027 213027 HOLLISTER PROPERTY 2100000 0 2100000 OAKLAND PROPERTY 535000 0 535000 LEGAL 46179 0 46179 BASIS ADJUSTMENT - REAL ESTATE 565000 BROKERAGE FEES 177 177 0 MISCELLANEOUS 1379 0 1379 UNREALIZED GAINS AND LOSSES 206842 TAXES-OTHER 853 0 853 PERSONAL PROPERTY 72199 0 0