BRAGG HEALTH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BRAGG HEALTH FOUNDATION (EIN 30-0033989)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349104662
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- 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 | 2019-11-15T16:48:12-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 8059681028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7127 HOLLISTER AVENUE SUITE 25A-249 | AddressLine1Txt |
| City | GOLETA | 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 | 8059681028 | PhoneNum |
| Signature | 2019-11-14 | 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 | 2019-11-14 | IPDt |
| IP Tm | 10:30:08 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7E5940AC407C02307AB646368FE5DA0DEF8169B7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C70EB972E96DD2F6EF9DB2B1DAD4DE2F3C6BE7A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,495,650 | 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 | $935 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,717 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$215 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,567 | 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 | $14,584 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,584 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,135 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,135 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,622 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $530 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,228 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,917 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $192 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,725 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,924 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $235,936 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$236,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,375 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $643,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $419,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $419,432 | 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 | $859,345 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,210,561 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,092 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,214,414 | LandBOYAmt |
| Land EOY | $3,202,469 | LandEOYAmt |
| Land EOYFMV | $3,202,469 | LandEOYFMVAmt |
| Total Assets BOY | $5,189,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,953,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,495,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,189,590 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,953,439 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,189,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,953,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,189,590 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,953,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,189,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$236,151 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,953,439 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,953,439 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $195,105 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,605,638 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.121512 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $246,410 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,579,595 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.155996 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $139,980 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,087,230 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.128749 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,028 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $698,286 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020089 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,060 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,099,183 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.010972 | DistributionYr5Rt |
| Total Distribution | 0.437318 | TotalDistributionRt |
| Average Distribution | 0.087464 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,400,592 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $122,501 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $64 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $122,565 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $180,424 | 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 | $64 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64 | 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 | $64 | 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 | 8059681028 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7127 HOLLISTER AVENUE SUITE 25A-249 | AddressLine1Txt |
| City | GOLETA | 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 (4 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 | GOLETA | CA | 93117 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LESLEY TIPPITT | ||||||||
| 7127 HOLLISTER AVENUE SUITE 25A-249 | GOLETA | CA | 93117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNABEL LEE WULLAERT | ||||||||
| 7127 HOLLISTER AVENUE SUITE 25A-249 | GOLETA | CA | 93117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICK SCHNEIDER | ||||||||
| 7127 HOLLISTER AVENUE SUITE 25A-249 | GOLETA | 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 | $530,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $891,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,421,921 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,421,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,400,592 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,030 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,030 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64 | TotalTaxAmt |
| Distributable Before Adj | $69,966 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,966 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,966 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,424 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $180,424 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $64 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $180,360 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,966 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $20,116 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,892 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,545 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $129,553 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,424 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,458 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $240,011 | 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 | $240,011 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $20,116 | ExcessFromYear3Amt |
| Excess From Year2 | $76,892 | ExcessFromYear2Amt |
| Excess From Year1 | $32,545 | ExcessFromYear1Amt |
| Excess From Current Year | $110,458 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF INTEGRATIVE HEALTH AND MEDICINE | |||||||
| 6919 LA JOLLA BLVD | LA JOLLA | CA | 92037 | NONE | PC | GENERAL FUND | $5,000 |
| AMERICAN ASSOCIATION OF NATUROPATHIC PHYSICIANS | |||||||
| 300 NEW JERSEY AVE NW STE 900 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL FUND | $3,100 |
| AMERICAN COLLEGE OF NUTRITION | |||||||
| 300 S DUNCAN AVE STE 225 | LA GRANGE | IL | 60525 | NONE | PC | GENERAL FUND | $5,000 |
| ANIMAL RESCUE TEAM | |||||||
| 875 CARRIAGE DRIVE | SOLVANG | CA | 93463 | NONE | PC | GENERAL FUND | $3,000 |
| ARISE INTERNATIONAL | |||||||
| PO BOX 1136 | RED OAK | TX | 75154 | NONE | PC | GENERAL FUND | $3,000 |
| BASTYR UNIVERSITY | |||||||
| 14500 JUANITA DRIVE NE | KENMORE | WA | 98028 | NONE | PC | GENERAL FUND | $10,000 |
| BOY SCOUTS OF AMERICA LOS PADRES COUNCIL | |||||||
| 4000 MODOC ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | GENERAL FUND | $3,000 |
| CANCER CONTROL SOCIETY | |||||||
| 2043 N BERENDO ST | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL FUND | $2,000 |
| DOS PUEBLOS HIGH SCHOOL | |||||||
| 7266 ALAMEDA AVE | GOLETA | CA | 93117 | NONE | PC | GENERAL FUND | $5,000 |
| FARMLOVERS FARMERS' MARKET | |||||||
| PO BOX 1395 | KAILUA | HI | 96734 | NONE | PC | GENERAL FUND | $2,000 |
| FORTUNATE BLESSING FOUNDATION | |||||||
| 6008 AROSA STREET | SAN DIEGO | CA | 92115 | NONE | PC | GENERAL FUND | $2,000 |
| FUND FOR SANTA BARBARA BREAD AND ROSES | |||||||
| 26 W ANAPAMU ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUND | $600 |
| GENTLE BARN FOUNDATION | |||||||
| 15825 SIERRA HWY | SANTA CLARITA | CA | 91390 | NONE | PC | GENERAL FUND | $5,000 |
| GIRL SCOUTS OF CA CENTRAL COAST | |||||||
| 1500 PALMA DRIVE 110 | VENTURA | CA | 93003 | NONE | PC | GENERAL FUND | $3,000 |
| GIRLS INC SANTA BARBARA | |||||||
| 531 E ORTEGA STREET | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL FUND | $2,000 |
| JODI HOUSE BRAIN INJURY SUPPORT CENTER | |||||||
| 625 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUND | $2,500 |
| KEITH HUDSON MINISTIRES | |||||||
| PO BOX 50937 | IRVINE | CA | 92619 | NONE | PC | GENERAL FUND | $2,000 |
| KITCHENS FOR GOOD | |||||||
| 404 EUCLID AVE | SAN DIEGO | CA | 92114 | NONE | PC | GENERAL FUND | $10,000 |
| LIL ORPHAN HAMMIES | |||||||
| PO BOX 924 | SOLVANG | CA | 93464 | NONE | PC | GENERAL FUND | $2,000 |
| MCP RESCUE | |||||||
| 199 WINCHESTER CANYON ROAD | GOLETA | CA | 93117 | NONE | PC | GENERAL FUND | $2,000 |
| MONTEREY ZOO | |||||||
| 400 RIVER RD | SALINAS | CA | 93908 | NONE | PC | GENERAL FUND | $4,000 |
| NATIONAL UNIVERSITY OF NATURAL MEDICINE | |||||||
| 049 SW PORTER STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL FUND | $6,500 |
| NATURAL DOCTORS INTERNATIONAL | |||||||
| 3055 NW YEON AVE 508 | PORTLAND | OR | 97210 | NONE | PC | GENERAL FUND | $10,000 |
| NATUROPATHIC MEDICAL STUDENT ASSOCIATION | |||||||
| 049 SW PORTER STREET | PORTLAND | OR | 97201 | NONE | PC | GENERAL FUND | $5,000 |
| OREGON COLLEGE OF ORIENTAL MEDICINE | |||||||
| 75 NW COUCH ST | PORTLAND | OR | 97209 | NONE | PC | GENERAL FUND | $5,000 |
| PARC FOUNDATION | |||||||
| PO BOX 91742 | SANTA BARBARA | CA | 93190 | NONE | PC | GENERAL FUND | $3,000 |
| RESQCATS | |||||||
| PO BOX 3852 | SANTA BARBARA | CA | 93130 | NONE | PC | GENERAL FUND | $2,000 |
| SALVATION ARMY SANTA BARBARA COUNTY | |||||||
| 423 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUND | $5,000 |
| SANTA BARBARA FAMILY YMCA | |||||||
| 36 HITCHCOCK WAY | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL FUND | $2,500 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93102 | NONE | PC | GENERAL FUND | $2,000 |
| SANTA BARBARA SPECIAL OLYMPICS | |||||||
| 281 MAGNOLIA AVE STE 200 | GOLETA | CA | 93117 | NONE | PC | GENERAL FUND | $2,500 |
| SANTA BARBARA WILDLIFE CARE NETWORK | |||||||
| 1460 N FAIRVIEW AVE | GOLETA | CA | 93117 | NONE | PC | GENERAL FUND | $3,000 |
| SW COLLEGE OF NATUROPATHIC MEDICINE | |||||||
| 2140 EBROADWAY ROAD | TEMPE | AZ | 85282 | NONE | PC | GENERAL FUND | $10,000 |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 3892 STATE STREET 220 | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL FUND | $300 |
| THE PLANTICIAN PROJECT | |||||||
| PO BOX 741596 | BOYNTON BEACH | FL | 32474 | NONE | PC | GENERAL FUND | $1,000 |
| UC BERKELEY FOUNDATION | |||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 947204200 | NONE | PC | GENERAL FUND | $2,000 |
| UNITED BOYS & GIRLS CLUB | |||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | PC | GENERAL FUND | $5,000 |
| UNITY SHOPPE | |||||||
| 110 WEST SOLA ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL FUND | $5,000 |
| VOLUNTEERS FOR INTER-VALLEY ANIMALS | |||||||
| 133 NORTH D STREET | LOMPOC | CA | 93436 | NONE | PC | GENERAL FUND | $2,000 |
| WORLD DANCE FOR HUMANITY | |||||||
| 906 NOPAL STREET | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL FUND | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,500 | 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 | $6,567 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$7,717 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,567 | ExclusionAmt |
| Related Or Exempt Function Incm | -$7,717 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,150 | 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 | $4,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 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 | $7,712 | 200DB | 15.000000000000 | $380 | $0 |
| VIDEO CAMERA | 2015-12-16 | $6,552 | $6,441 | SL | 5.000000000000 | $111 | $0 |
| CHRYSLER TOWN & COUNTRY | 2015-12-16 | $18,530 | $17,912 | SL | 5.000000000000 | $618 | $0 |
| FRUIT TREES | 2015-12-16 | $19,394 | $11,311 | SL | 10.000000000000 | $1,939 | $0 |
| LAND | 2015-12-16 | $3,200,000 | L | $0 | $0 | ||
| GOLF CART | 2015-05-13 | $5,900 | $3,147 | SL | 5.000000000000 | $1,180 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | DISPOSAL OF FIXED ASSETS | AssetDesc |
| Acquired | 2015-12 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2018-12 | SoldDt |
| Basis | $50,376 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$7,717 | TotalNetAmt |
| Accumulated Depreciation | $42,659 | AccumulatedDepreciationAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVINO SILVER & GOLD MINES LTD | $27,416 | $7,320 |
| SILVER STANDARD RESOURCES | $38,473 | $24,180 |
| NEWMONT MINING CORP. | $44,521 | $34,650 |
| COEUR D'ALENE MINES | $180,538 | $17,433 |
| EXCELLON RESOURCES | $48,576 | $5,377 |
| GOLD CORP INC. | $31,124 | $39,082 |
| GOLD FIELDS LTD. ADR | $24,674 | $7,040 |
| GOLDEN STAR RESOURCES | $29,278 | $6,300 |
| ELDORADO GOLD GP LTD. | $35,975 | $2,304 |
| HECLA MINING CO. | $14,750 | $8,118 |
| NEWMONT MINING CORP. | $18,889 | $17,325 |
| IAMGOLD CORP. | $8,169 | $3,680 |
| ROYAL GOLD INC. | $85,851 | $168,131 |
| SILVER STANDARD RESOURCES | $218,489 | $154,752 |
| TASEKO MINES LTD. | $4,878 | $1,419 |
| KINROSS GOLD CORP. | $163,006 | $52,585 |
| U.S. GLOBAL INVESTORS GOLD | $70,005 | $32,041 |
| FORTUNA SILVER MINES INC. | $6,395 | $8,463 |
| IMPACT SILVER | $23,600 | $4,740 |
| GREAT PANTHER SILVER | $5,314 | $1,065 |
| IMPACT SILVER MINES | $8,622 | $948 |
| NORZINC | $23,959 | $1,026 |
| GOLDEN MINERALS | $16,004 | $72 |
| COSTCO | $62,891 | $108,577 |
| SIBANYE GOLD LIMITED | $6,238 | $1,500 |
| AGNICO EAGLE | $85,213 | $137,360 |
| COEUR D'ALENE MINES COR | $34,286 | $13,857 |
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 | $8,092 | $2,469 | $2,469 |
| 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 | $14,584 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,584 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $15 | $15 | $0 |
| BROKERAGE FEES - SEIBERT | $2 | $2 | $0 |
| BROKERAGE FEES - MORGAN STANLEY | $175 | $175 | $0 |
| REPAIRS AND MAINTENANCE | $5,169 | $0 | $5,169 |
| UTILITIES | $3,124 | $0 | $3,124 |
| MISCELLANEOUS | $250 | $0 | $250 |
| DUES AND LICENSES | $182 | $0 | $182 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $3,135 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,135 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES-OTHER | $530 | $0 | $530 |
| PERSONAL PROPERTY | $51,092 | $0 | $0 |