BRITTINGHAM FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BRITTINGHAM FAMILY FOUNDATION (EIN 26-2992045)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349102383
- Schema version
- 2017v2.3
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T12:19:34-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262992045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRITTINGHAM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SCOTT BRITTINGHAM | InCareOfNm |
| Business Name Control | BRIT | BusinessNameControlTxt |
| Phone | 8059695415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1482 E VALLEY ROAD SUITE 703 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BRITTINGHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8059695415 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Wilkinson | PreparerPersonNm |
| PTIN | P01231617 | PTIN |
| Phone | 8053748555 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.46.231.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95206420183195000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3DE82CF03C4C669F244574ECA69CF31BB07201F8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A057F1D39069A55504F1BB8F2EE00575BD0F1941 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,679,869 | 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 |
| Dividends Rev And Expnss | $1,608,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $480,439 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $400 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $400 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $400 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,802,636 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,565,271 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,794,005 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $23,603 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,411,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,298,447 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,667 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $131,667 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $85,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $63,036 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $63,036 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,292 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,292 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,890 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,890 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $262,346 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $261,346 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $817,071 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,982 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,470 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $580 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $31,837 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $31,837 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,036 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,036 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,527 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,406 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,703 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,539,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $407,624 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $383,731 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,257,326 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,257,326 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,797,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $407,624 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,641,057 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$385,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,890,823 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $231,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,914,410 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,914,410 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $494,668 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,401,188 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,972,796 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,972,796 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $966,285 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $974,048 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $974,048 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,094,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,564,975 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,564,975 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,233 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,491 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,323 | LandBOYAmt |
| Land EOY | $742 | LandEOYAmt |
| Land EOYFMV | $742 | LandEOYFMVAmt |
| Other Assets BOY | $252,898 | OtherAssetsBOYAmt |
| Other Assets EOY | $252,898 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $252,898 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $45,441,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,679,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,679,869 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $45,441,546 | UnrestrictedBOYAmt |
| Unrestricted EOY | $50,679,869 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,441,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,679,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,441,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,679,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,441,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$385,357 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,623,680 | OtherIncreasesAmt |
| Subtotal | $50,679,869 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $50,679,869 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $381,555 | $371,849 | $9,706 | $9,706 | ||
| PUBLICLY TRADED SECURITIES | P | $3,360,365 | $2,138,422 | $1,221,943 | $1,221,943 | ||
| 3 SHS BERKSHIRE HATHAWAY INC. | D | $720,908 | $260,995 | $459,913 | $459,913 | 1969-04-30 | 2017-01-19 |
| CAPITAL GAIN DIVIDENDS | P | $100,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,794,005 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,201,494 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,523,089 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077102 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,828,570 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,333,534 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063802 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,849,749 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $45,722,372 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084198 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,619,392 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,288,056 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.079919 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,259,712 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,302,884 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077056 | DistributionYr5Rt |
| Total Distribution | 0.382077 | TotalDistributionRt |
| Average Distribution | 0.076415 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,008,583 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,515,746 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,908 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,534,654 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,641,057 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,816 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37,816 | SubtotalAmt |
| Tax Based On Investment Income | $37,816 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $17,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $72,980 | TotalPaymentsAndCreditsAmt |
| Overpayment | $35,164 | OverpaymentAmt |
| Applied To ES Tax | $35,164 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BRITTINGHAMFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BRITTINGHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059695415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1482 E VALLEY ROAD SUITE 703 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT BRITTINGHAM | ||||||||
| 559 SAN YSIDRO ROAD SUITE B | SANTA BARBARA | CA | 93108 | PRESIDENT | 30.0 | $100,000 | $11,118 | $0 |
| ELLA BRITTINGHAM | ||||||||
| 559 SAN YSIDRO ROAD SUITE B | SANTA BARBARA | CA | 93108 | CFO AND SECRETARY | 30.0 | $66,667 | $138 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE A CONROY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 SAN YSIDRO ROAD SUITE B | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FOUNDATION ADMIN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $85,800 | CompensationAmt |
| Employee Benefits | $51,291 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHRONICLE FAMILY OFFICES | |||||
| 800 MIRAMONTE DRIVE SUITE 300 | SANTA BARBARA | CA | 93109 | ADVISORY SERVICES | $90,000 |
| FIDELITY BROKERAGE SERVICES LLC | |||||
| PO BOX 673000 | DALLAS | TX | 75267 | INVESTMENT MGMT | $106,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,069,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,579,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,060,794 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,709,221 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,709,221 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $700,638 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,008,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,300,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,300,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,816 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $688,157 | IncomeTaxAmt |
| Total Tax | $725,973 | TotalTaxAmt |
| Distributable Before Adj | $1,574,456 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,574,456 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,574,456 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,641,057 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,641,057 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,641,057 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,574,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $586,520 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,391,371 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,616,484 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $634,940 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $973,372 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,202,687 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,641,057 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,574,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,066,601 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,269,288 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $586,520 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,682,768 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,391,371 | ExcessFromYear4Amt |
| Excess From Year3 | $1,616,484 | ExcessFromYear3Amt |
| Excess From Year2 | $634,940 | ExcessFromYear2Amt |
| Excess From Year1 | $973,372 | ExcessFromYear1Amt |
| Excess From Current Year | $1,066,601 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRITTINGHAM FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1482 EAST VALLEY ROAD SUITE 703 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | INFO@BRITTINGHAMFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION ONLY ACCEPTS APPLICATIONS ONLINE. GRANT-SEEKING ORGANIZATIONS CAN SUBMIT AN APPLICATION ONLINE THROUGH THE WEBSITE: WWW.BRITTINGHAMFAMILYFOUNDATION.ORG/GRANTS-PARTNERSHIPS. AFTER APPLYING ONLINE, PLEASE BE AWARE THAT IT COULD TAKE UP TO FOUR MONTHS BEFORE RECEIVING A RESPONSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION EVALUATES GRANT REQUESTS QUARTERLY FROM CERTAIN COUNTIES IN THE STATES OF CALIFORNIA AND COLORADO. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 |
| THE ASPEN INSTITUTE INC | |||||||
| ONE DUPONT CIRCLE NW NO 700 | WASHINGTON | DC | 20036 | NONE | PC | SOCIETY OF FELLOWS | $3,500 |
| CASA DEL HERRERO FOUNDATION | |||||||
| PO BOX 5612 | SANTA BARBARA | CA | 93150 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| COASTAL RANCHES CONSERVANCY | |||||||
| 1482 EAST VALLEY ROAD SUITE 135 | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| COMMUNITY COUNSELING CENTER INC | |||||||
| 923 OLIVE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | Spanish-Speaking Families Project | $1,000 |
| CRANE COUNTRY DAY SCHOOL | |||||||
| 1795 SAN LEANDRO LANE | SANTA BARBARA | CA | 93108 | NONE | PC | Crane/Cate Educational Opportunity Fund AND annual fund | $25,000 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | NONE | PC | Underwrite 2017 Gala | $2,500 |
| FAMILY THERAPY INSTITUTE OF SANTA BARBARA | |||||||
| 111 E ARRELLAGA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | SJK ART AND HUMANITY AND PLAYS IN VERSE | $62,000 |
| FUND FOR SANTA BARBARA INC | |||||||
| 26 WEST ANAPAMU STREET SUITE 100 | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| GOOD SAMARITAN HOSPITAL | |||||||
| 1225 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| HEAL THE OCEAN | |||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT | $6,500 |
| KCRW FOUNDATION INC | |||||||
| 1900 PICO BOULEVARD | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LOBERO THEATRE FOUNDATION | |||||||
| 33 EAST CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LOS PADRES FOREST WATCH | |||||||
| PO BOX 831 | SANTA BARBARA | CA | 93102 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| PLANNED PARENTHOOD OF SANTA BARBARA | |||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC | |||||||
| 1330 STATE STREET SUITE 101 | SANTA BARBARA | CA | 93101 | NONE | PC | 2017 LEGENDS GALA | $2,500 |
| SANTA BARBARA FOUNDATION | |||||||
| PO BOX 60157 | SANTA BARBARA | CA | 93160 | NONE | PC | Partnership In Excellence Conference Sponsor 2017 | $1,000 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SANTA BARBARA SCHOOL OF SQUASH | |||||||
| 1530 CHAPALA STREET SUITE B | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| po box 3620 | SANTA BARBARA | CA | 93130 | NONE | PC | CSUCI BSN NURSING PROGRAM AT COTTAGE SCHOLARSHIPS | $15,000 |
| STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | PC | Dorothy Ann Currie '56 Undergraduate Scholarship Fund, Anna Marie Zarate Porras Memorial Undergraduate Scholarship Fund, and general operating support for the atheltic department | $196,000 |
| SURF HAPPENS FOUNDATION | |||||||
| 13 EAST HALEY STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THACHER SCHOOL INC | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | PC | ANNUAL FUND, HEALTHY FOOD INITIATIVE, 2017 FINANCIAL AID / PADDLE RAISE, AND ATHLETIC DEPARTMENT PROFESSIONAL DEVELOPMENT, and Capital Campaign unrestricted | $376,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3501 WATT WAY HERITAGE HALL 203A | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE ATHLETIC DEPARTMENT, Clinton-Brittingham Fellowship, AND Brittingham Social Enterprise Lab | $1,122,184 |
| UNIVERSITY OF WISCONSON FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | PC | Scott and Ella Brittingham Viking Fund | $116,642 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | PC | ANNUAL FUNd, Thomas E. Brittingham III '51 Memorial Scholarship AND Brittingham Family Student Recruitment Fund | $250,000 |
| ADVANCEMENT PROJECT | |||||||
| 1910 WEST SUNSET BLVD SUITE 500 | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL OPERATING SUPPORT IN HONOR OF MOLLY MUNGER AND STEVE ENGLISH | $1,000 |
| CANCER FOUNDATION OF SANTA BARBARA | |||||||
| 601 WEST JUNIPERO | SANTA BARBARA | CA | 93105 | NONE | PC | CAPITAL CAMPAIGN | $5,000 |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL | |||||||
| 1528 CHAPALA STREET SUITE 203 | SANTA BARBARA | CA | 93101 | NONE | PC | THE RIVIERA PROJECT / DIRECTORS SEAT | $2,500 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | |||||||
| 915 NORTH MILPAS STREET 2ND FLOOR | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| THE LAND TRUST FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93190 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| WRITOPIA LAB | |||||||
| 155 WEST 81ST STREET SUITE A | NEW YORK | NY | 10024 | NONE | PC | SOJOURN DOMESTIC VIOLENCE SHELTER IN SANTA MONICA | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,257,326 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,608,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,802,636 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,411,941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,411,941 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $31,780 | Amt |
| Net Investment Income | $15,890 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,890 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| DESK | 2009-09-28 | $1,822 | $1,822 | SL | 7 | |
| VISITORS CHAIRS | 2010-07-08 | $791 | $735 | SL | 7 | $56 |
| COMPUTER | 2014-05-28 | $2,620 | $1,354 | SL | 5 | $524 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA CENTER FOR THE PERFORMING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET SUITE 101 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2016-12-01 | GrantDt |
| Grant | $250,000 | GrantAmt |
| Purpose Of Grant | PROMISSORY NOTE TO HELP ACHIEVE CASH FLOW RELIEF BY LOWERING FINANCING COST. | PurposeOfGrantTxt |
| Expended By Grantee | $250,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/06/2018 | DatesOfReportsByGranteeTxt |
| Verification | 2018-11-06 | VerificationDt |
| Results Of Verification | VERIFICATION CONFIRMED THAT $250,000 WAS SPENT TOWARD THE INVESTMENT PURPOSE WITH NO DIVERSION. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION TO AMORTIZE BOND PREMIUM | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 1, PART I, LINE 4 IRC SECTION 171(C) | FormAndLineReferenceDesc |
| Medium Explanation | THE BRITTINGHAM FAMILY FOUNDATION HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH - SEE STMT ATTAC | BondNm |
| EOY Book Value | $974,048 | EOYBookValueAmt |
| EOYFMV | $974,048 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 287,220 SHS BANK OF AMERICA | $8,478,734 | $8,478,734 |
| 34 SHS BERKSHIRE HATHAWAY INC. | $10,118,400 | $10,118,400 |
| CITIBANK - SEE STMT ATTACHED | $310,745 | $310,745 |
| RUANE - SEE STMT ATTACHED | $2,983,117 | $2,983,117 |
| 36,000 SHS SONOS, INC. | $1,081,800 | $1,081,800 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE | FMV | $7,389,000 | $7,389,000 |
| FIDELITY - SEE STMT ATTACHED | FMV | $9,225,716 | $9,225,716 |
| FIDELITY - SEE STMT ATTACHED | FMV | $6,363,163 | $6,363,163 |
| HARBOUR APARTMENT OPP FUND I | FMV | $908,859 | $908,859 |
| RCG VENTURES DISTRESSED RE OPP | FMV | $169,000 | $169,000 |
| EMMETT OCHS FUND II, LLC | FMV | $509,237 | $509,237 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| DESK | $1,822 | $1,822 | |
| VISITORS CHAIRS | $791 | $791 | |
| COMPUTER | $2,620 | $1,878 | $742 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,292 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,292 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RENT DEPOSITS | $2,898 | $2,898 | $2,898 |
| SBCPA NOTE RECEIVABLE - PRI | $250,000 | $250,000 | $250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| UTILITIES | $2,194 | $2,194 | |
| INSURANCE EXPENSE | $12,049 | $12,049 | |
| DUES | $1,501 | $1,501 | |
| WEBSITE & INTERNET EXPENSE | $429 | $429 | |
| POSTAGE & MAILING EXPENSE | $335 | $335 | |
| SUBSCRIPTIONS | $136 | $136 | |
| REPAIRS & MAINTENANCE | $1,150 | $1,150 | |
| PAYROLL SERVICE FEES | $1,202 | $1,202 | |
| PROPERTY EXPENSE | $46,406 | $46,406 | |
| 401(K) SERVICE FEES | $1,572 | $1,572 | |
| BANK FEES | $75 | $75 | |
| OFFICE SUPPLIES | $60 | $60 | |
| OTHER FEES | $418 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Net Investment Income | $23,603 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $5,623,680 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $90,000 | $90,000 | |
| REAL ESTATE VALUATION FEES | $1,000 | $1,000 | |
| INVESTMENT MANAGEMENT FEE | $171,346 | $171,346 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $54 | $7,435 | |
| FEDERAL TAX | $755,000 | ||
| PROPERTY TAX | $41,547 | $41,547 | |
| CA FILING FEES | $85 | $85 | |
| PAYROLL TAXES | $20,385 | $20,385 |