BRAGG HEALTH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BRAGG HEALTH FOUNDATION (EIN 30-0033989)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-04
- IRS object ID
- 202243089349101889
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- General Explanation Attachment
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-04T16:11:56-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952089835 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTLETT PRINGLE & WOLF LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1123 CHAPALA ST PO BOX 90860 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931900860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300033989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAGG HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAG | BusinessNameControlTxt |
| Phone | 8059680003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7127 HOLLISTER AVENUE SUITE 25A-17 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS J SCHNEIDER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8059680003 | PhoneNum |
| Signature | 2022-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NICHOLAS | PersonFirstNm |
| Person Last | SCHNEIDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BRITTON | PreparerPersonNm |
| PTIN | P00290353 | PTIN |
| Phone | 8059637811 | PhoneNum |
| Preparation | 2022-10-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,813,648 | 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 | $77 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,482 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,482 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$96,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,227,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$74,626 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,559 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,515 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,515 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $115,855 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,709 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $148 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $148 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $364 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $263 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,926 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $329,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $213,926 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$404,508 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,749 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $132,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,969,455 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,969,455 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,530,161 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,201,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,292,132 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $535,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $2,635,000 | LandBOYAmt |
| Land EOY | $535,000 | LandEOYAmt |
| Land EOYFMV | $535,000 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,061 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,061 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,297,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,723,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,813,648 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,524 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,096 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,096 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $4,290,978 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,717,233 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,290,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,717,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,297,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,723,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,290,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$404,508 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,886,470 | SubtotalAmt |
| Other Decreases | $169,237 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,717,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HOLLISTER PROPERTY | D | 2015-12-16 | 2021-12-17 | $2,100,000 | $2,165,063 | -$65,063 | -$65,063 |
| ELDORADO GOLD CORP | 2009-02-20 | 2021-06-28 | $7,765 | $35,975 | -$28,210 | -$28,210 | |
| GREAT PANTHER MINING LTD | 2011-02-23 | 2021-06-28 | $939 | $5,314 | -$4,375 | -$4,375 | |
| IMPACT SILVER CORP | 2011-02-23 | 2021-06-28 | $2,110 | $8,622 | -$6,512 | -$6,512 | |
| NEWMONT CORPORATION | 2009-02-20 | 2021-06-28 | $60,906 | $44,521 | $16,385 | $16,385 | |
| SSR MNG INC | 2009-02-20 | 2021-06-28 | $30,063 | $38,473 | -$8,410 | -$8,410 | |
| COEUR D'ALENE MINES COR IDAHO | 2009-02-20 | 2021-06-28 | $26,208 | $26,208 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$96,185 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $275 | 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 |
| 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.BRAGGHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | NICHOLAS J SCHNEIDER | IndividualWithBooksNm |
| Phone | 8059680003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7127 HOLLISTER AVENUE SUITE 25A-249 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93117 | 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 | Yes (1) | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $1,523,316 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,050,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $535,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,109,214 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,109,214 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,638 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,062,576 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $275 | TotalTaxAmt |
| Distributable Before Adj | $152,854 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $152,854 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $152,854 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $213,926 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $213,926 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $152,854 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $187,731 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $213,926 | QualifyingDistributionsAmt |
| Applied To Year1 | $187,731 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,195 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $126,659 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INDIAN LAW RESOURCE CENTER | |||||||
| 602 NORTH EWING ST | HELENA | MT | 59601 | NONE | PC | GENERAL FUND | $2,500 |
| COMMUNITY ENVIRONMENTAL COUNCIL | |||||||
| 1219 STATE ST SUITE A | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUND | $22,500 |
| SPARK RESCUE | |||||||
| 400 STORKE RD 8445 | GOLETA | CA | 93118 | NONE | PC | GENERAL FUND | $2,500 |
| PLANNED PARENTHOOD FOUNDATION OF AMERICA | |||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUND | $22,500 |
| TRANS YOUTH EQUALITY FOUNDATION | |||||||
| PO BOX 201 | ORONA | ME | 04473 | NONE | PC | GENERAL FUND | $2,500 |
| SANTA BARBARA MIDDLE SCHOOL | |||||||
| 1321 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL FUND | $50,000 |
| CARE4PAWS | |||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | NONE | PC | GENERAL FUND | $2,500 |
| SANTA BARBARA BEEKEEPERS ASSOCIATION | |||||||
| 1187 COAST VILLAGE RD SUITE 1 620 | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL FUND | $20,000 |
| WORLD DANCE FOR HUMANITY INC | |||||||
| 906 NORTH NOPAL ST | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL FUND | $8,000 |
| AHIMSA ANIMAL RESCUE | |||||||
| 3226 CALLE PINON | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL FUND | $10,000 |
| FRIENDS OF VADA | |||||||
| 700 E ANAPAMU ST | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL FUND | $2,000 |
| ASAP CATS | |||||||
| 5473 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | NONE | PC | GENERAL FUND | $9,000 |
| ENVIRONMENTAL DEFENSE CENTER | |||||||
| 906 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUND | $6,000 |
| THE CAT HOUSE ON THE KINGS | |||||||
| 7120 S KINGS RIVER RD | PARLIER | CA | 93648 | NONE | PC | GENERAL FUND | $10,000 |
| RESQCATS | |||||||
| PO BOX 3852 | SANTA BARBARA | CA | 93130 | NONE | PC | GENERAL FUND | $20,000 |
| SANTA BARBARA BIRD SANCTUARY | |||||||
| 2430 LILLIE AVENUE | SUMMERLAND | CA | 93067 | NONE | PC | GENERAL FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,482 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$96,185 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,559 | ExclusionAmt |
| Related Or Exempt Function Incm | -$96,185 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$74,626 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INVESTMENTS SUPPORT CHARITABLE DONATIONS. | RelationshipStatementTxt |
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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VI-B LINE 1A(2) | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION HAS CURRENT PAYABLE TO DISQUALIFIED PERSONS OF $6,096 DUE TO THE VALUE OF EXPENSES PAID BY THE PATRICIA BRAGG TRUST ON BEHALF OF THE FOUNDATION. THE FOUNDATION HAS BEEN NOTIFIED AND WILL REIMBURSE THE DISQUALIFIED PERSON FOR THE FULL VALUE.THE FOUNDATION HAS CURRENT RECEIVABLE FROM A DISQUALIFIED PERSON OF $17,061 DUE TO THE VALUE OF EXPENSES PAID BY THE FOUNDATION ON BEHALF OF THE PATRICIA BRAGG TRUST. THE FOUNDATION HAS BEEN NOTIFIED AND WILL SEEK REIMBURSEMENT FROM THE DISQUALIFIED PERSON FOR THE FULL VALUE. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVINO SILVER & GOLD MINES LTD | $27,416 | $10,332 |
| COEUR D'ALENE MINES | $180,538 | $19,656 |
| EXCELLON RESOURCES | $48,576 | $2,353 |
| GOLD FIELDS LTD. ADR | $24,674 | $21,980 |
| GOLDEN STAR RESOURCES | $29,278 | $7,660 |
| HECLA MINING CO. | $14,750 | $17,957 |
| NEWMONT MINING CORP. | $63,410 | $112,132 |
| IAMGOLD CORP. | $8,169 | $3,130 |
| ROYAL GOLD INC. | $85,851 | $206,527 |
| SILVER STANDARD RESOURCES | $256,962 | $226,560 |
| TASEKO MINES LTD. | $4,878 | $6,150 |
| KINROSS GOLD CORP. | $163,006 | $94,296 |
| U.S. GLOBAL INVESTORS GOLD | $70,005 | $56,478 |
| FORTUNA SILVER MINES INC. | $6,395 | $9,068 |
| IMPACT SILVER | $23,600 | $7,112 |
| NORZINC | $23,959 | $720 |
| GOLDEN MINERALS | $16,004 | $115 |
| COSTCO | $62,891 | $302,584 |
| SIBANYE GOLD LIMITED | $6,238 | $6,646 |
| AGNICO EAGLE | $85,213 | $180,676 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OAKLAND PROPERTY | CategoryOrItemTxt |
| Cost Or Other Basis | $535,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $535,000 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM PB TRUST | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $17,061 | EOYBookValueAmt |
| EOYFMV | $17,061 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $169,237 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $71 | $71 | $0 |
| MISCELLANEOUS | $263 | $0 | $263 |
| BANK FEES | $30 | $30 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO PB TRUST | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $6,096 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INSPECTION AND APPRAISAL | CategoryTxt |
| Amt | $3,515 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,515 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,709 | $1,709 | $0 |
| PERSONAL PROPERTY | $112,625 | $0 | $0 |
| FEDERAL TAXES | $1,521 | $0 | $0 |