BRAGG HEALTH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRAGG HEALTH FOUNDATION (EIN 30-0033989)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349106973
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T17:46:44-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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-24 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA BRAGG | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8059680003 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BRITTON | PreparerPersonNm |
| PTIN | P00290353 | PTIN |
| Phone | 8059637811 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 13:11:42 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 12EE673AF4930B4C542001DC95327C32B69EB734 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ADDC61567D3000E341CEAB4DB1E0168D857BF1E9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,756,326 | 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 | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,219 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,219 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,219 | 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 |
| Legal Fees Rev And Expnss | $21,368 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,368 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,411 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,411 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $372 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $329 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $962 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $962 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$706 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $177 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$883 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,830 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $203,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $153,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$195,373 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,042 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $419,432 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $228,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $228,631 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,404 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,404 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,404 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,317,134 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,317,134 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,311,151 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,210,561 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,421 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,202,469 | LandBOYAmt |
| Land EOY | $3,202,140 | LandEOYAmt |
| Land EOYFMV | $3,202,140 | LandEOYFMVAmt |
| Total Assets BOY | $4,953,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,762,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,756,326 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $4,243 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,243 | 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 | $4,953,439 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,758,066 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,953,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,758,066 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,953,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,762,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,953,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$195,373 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,758,066 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,758,066 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $180,360 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,400,592 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.128774 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $195,105 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,605,638 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.121512 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $246,410 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,579,595 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.155996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $139,980 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,087,230 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.128749 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,028 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $698,286 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020089 | DistributionYr5Rt |
| Total Distribution | 0.555120 | TotalDistributionRt |
| Average Distribution | 0.111024 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,372,214 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $152,349 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $80 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $152,429 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $153,480 | 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 | $80 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $80 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $80 | 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 | PATRICIA BRAGG | 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 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA BRAGG | ||||||||
| 7127 HOLLISTER AVENUE SUITE 25A-249 | SANTA BARBARA | CA | 93117 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LESLEY TIPPITT | ||||||||
| 7127 HOLLISTER AVENUE SUITE 25A-249 | SANTA BARBARA | CA | 93117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICK SCHNEIDER | ||||||||
| 7127 HOLLISTER AVENUE SUITE 25A-249 | SANTA BARBARA | CA | 93117 | DIRECTOR | 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 | $323,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,069,686 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,393,111 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,393,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,897 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,372,214 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80 | TotalTaxAmt |
| Distributable Before Adj | $68,531 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,531 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,531 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $153,480 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $153,480 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $80 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $153,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,531 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $20,116 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,892 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,545 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,782 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $157,335 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $153,480 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,531 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,949 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $242,284 | 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 | $242,284 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,116 | ExcessFromYear4Amt |
| Excess From Year3 | $76,892 | ExcessFromYear3Amt |
| Excess From Year2 | $32,545 | ExcessFromYear2Amt |
| Excess From Year1 | $27,782 | ExcessFromYear1Amt |
| Excess From Current Year | $2,290 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICIA BRAGG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | GENERAL FUND | $1,000 |
| ARISE INTERNATIONAL | |||||||
| PO BOX 1136 | RED OAK | TX | 75154 | NONE | PC | GENERAL FUND | $6,000 |
| CANCER CONTROL SOCIETY | |||||||
| 2043 N BERENDO ST | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL FUND | $500 |
| JODI HOUSE BRAIN INJURY SUPPORT CENTER | |||||||
| 625 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUND | $500 |
| MONTEREY ZOO | |||||||
| 400 RIVER RD | SALINAS | CA | 93908 | NONE | PC | GENERAL FUND | $2,000 |
| NATIONAL FITNESS HALL OF FAME | |||||||
| PO BOX 520 | MINOOKA | IL | 60447 | NONE | PC | GENERAL FUND | $1,600 |
| RESCUE FREEDOM PROJECT | |||||||
| 4804 LAUREL CANYON BLVD 534 | VALLEY VILLAGE | CA | 91607 | NONE | PC | GENERAL FUND | $100 |
| RETURN TO FREEDOM | |||||||
| PO BOX 926 | LOMPOC | CA | 93438 | NONE | PC | GENERAL FUND | $100 |
| SANTA BARBARA WILDLIFE CARE NETWORK | |||||||
| 1460 N FAIRVIEW AVE | GOLETA | CA | 93117 | NONE | PC | GENERAL FUND | $500 |
| THE CAT HOUSE ON THE KINGS | |||||||
| 7120 S KINGS RIVER RD | PARLIER | CA | 93648 | NONE | PC | GENERAL FUND | $4,500 |
| THE KROGER CO | |||||||
| 1014 VINE STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL FUND | $500 |
| TREE FUND | |||||||
| 552 S WASHINGTON ST SUITE 109 | NAPERVILLE | IL | 60540 | NONE | PC | GENERAL FUND | $100 |
| UC SANTA CRUZ FOUNDATION | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | NONE | PC | GENERAL FUND | $1,000 |
| UNITY SHOPPE | |||||||
| 110 WEST SOLA ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUND | $100,500 |
| WASHINGTON ELEMENTARY SCHOOL FOUNDATION | |||||||
| 1501 INDIA STREET SUITE 103 | SAN DIEGO | CA | 92101 | NONE | PC | GENERAL FUND | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,219 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,219 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,219 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BARTLETT PRINGLE & WOLF | CategoryTxt |
| Amt | $8,411 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,411 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 40'CONTAINER | 2008-11-08 | $10,561 | $8,092 | 200DB | 15.000000000000 | $329 | $0 |
| LAND | 2015-12-16 | $3,200,000 | L | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVINO SILVER & GOLD MINES LTD | $27,416 | $6,925 |
| SILVER STANDARD RESOURCES | $38,473 | $38,520 |
| NEWMONT MINING CORP. | $44,521 | $43,450 |
| COEUR D'ALENE MINES | $180,538 | $31,512 |
| EXCELLON RESOURCES | $48,576 | $8,544 |
| GOLD CORP INC. | $31,124 | $31,124 |
| GOLD FIELDS LTD. ADR | $24,674 | $13,200 |
| GOLDEN STAR RESOURCES | $29,278 | $7,620 |
| ELDORADO GOLD GP LTD. | $35,975 | $6,424 |
| HECLA MINING CO. | $14,750 | $11,662 |
| NEWMONT MINING CORP. | $18,889 | $78,558 |
| IAMGOLD CORP. | $8,169 | $3,730 |
| ROYAL GOLD INC. | $85,851 | $239,977 |
| SILVER STANDARD RESOURCES | $218,489 | $246,528 |
| TASEKO MINES LTD. | $4,878 | $1,440 |
| KINROSS GOLD CORP. | $163,006 | $76,930 |
| U.S. GLOBAL INVESTORS GOLD | $70,005 | $48,491 |
| FORTUNA SILVER MINES INC. | $6,395 | $9,486 |
| IMPACT SILVER | $23,600 | $7,177 |
| GREAT PANTHER SILVER | $5,314 | $765 |
| IMPACT SILVER MINES | $8,622 | $1,435 |
| NORZINC | $23,959 | $1,107 |
| GOLDEN MINERALS | $16,004 | $102 |
| COSTCO | $62,891 | $156,659 |
| SIBANYE GOLD LIMITED | $6,238 | $5,263 |
| AGNICO EAGLE | $85,213 | $209,474 |
| COEUR D'ALENE MINES COR | $34,286 | $25,048 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 40'CONTAINER | $10,561 | $8,421 | $2,140 | $2,140 |
| LAND | $3,200,000 | $0 | $3,200,000 | $3,200,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $21,368 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,368 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES - SEIBERT | $2 | $2 | $0 |
| BROKERAGE FEES - MORGAN STANLEY | $175 | $175 | $0 |
| REPAIRS AND MAINTENANCE | -$4,908 | $0 | -$4,908 |
| UTILITIES | $3,525 | $0 | $3,525 |
| MISCELLANEOUS | $500 | $0 | $500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,600 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES-OTHER | $372 | $0 | $372 |
| PERSONAL PROPERTY | $49,706 | $0 | $0 |