BRAGG HEALTH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BRAGG HEALTH FOUNDATION (EIN 30-0033989)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-19
- IRS object ID
- 201612639349100406
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-19T18:39:08-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | PO BOX 7 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA BRAGG | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8059681028 | PhoneNum |
| Signature | 2016-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH H BOSCACCI | PreparerPersonNm |
| PTIN | P00051378 | PTIN |
| Phone | 8059637811 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,759,389 | 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 | $4,338,185 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,059 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,331,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,141 | 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 | $721 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $721 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,259 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,759 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,584 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,584 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,370 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $231 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $231 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $609 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $609 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $277 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,904 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,054 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,189,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,364 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,488 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $994,076 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $994,076 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,405 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,404 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,404 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,293,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,312,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $519,281 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,260,937 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,309 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,376 | LandBOYAmt |
| Land EOY | $3,231,628 | LandEOYAmt |
| Land EOYFMV | $3,231,628 | LandEOYFMVAmt |
| Total Assets BOY | $1,363,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,552,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,759,389 | 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 | $1,363,504 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,552,570 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,363,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,552,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,363,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,552,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,363,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,189,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,552,570 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,552,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LOSS ON 1000 SHS APEX SILVER MINES LTD | PropertyDesc |
| Acquired | 2010-01-01 | AcquiredDt |
| Sold | 2015-12-31 | SoldDt |
| Gain Or Loss | -$15,059 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$15,059 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,059 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,028 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $698,286 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020089 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,060 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,099,183 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010972 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,962 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,486,720 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.006028 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,374 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,643,777 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.003269 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,091 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,764,544 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.010819 | DistributionYr5Rt |
| Total Distribution | 0.051177 | TotalDistributionRt |
| Average Distribution | 0.010235 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,087,230 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,128 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $74 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,202 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $140,054 | 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 | $74 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $74 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $74 | AppliedToEsTaxAmt |
| Total Payments And Credits | $74 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | PO BOX 7 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93102 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | ||||||||
| 199 WINCHESTER CANYON ROAD | GOLETA | CA | 93117 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| FRANCIS WESLEY HERMAN | ||||||||
| 199 WINCHESTER CANYON ROAD | GOLETA | CA | 93117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LESLEY TIPPITT | ||||||||
| 199 WINCHESTER CANYON ROAD | GOLETA | CA | 93117 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNABEL LEE WULLAERT | ||||||||
| 199 WINCHESTER CANYON ROAD | 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 | $581,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $522,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,103,787 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,103,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,087,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,362 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,362 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74 | TotalTaxAmt |
| Distributable Before Adj | $54,288 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,288 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,288 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,054 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $140,054 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $74 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,980 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,288 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,054 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,288 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,766 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $85,766 | 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 | $85,766 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $85,766 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DR JANICE SIEBET SPONSORSHIP | |||||||
| 2187 SW MAIN ST 103 | PORTLAND | OR | 97205 | NONE | 501 (C) (3) | GENERAL FUND | $500 |
| ARISE INTERNATIONAL | |||||||
| PO BOX 1136 | RED OAK | TX | 75154 | NONE | 501 (C) (3) | GENERAL FUND | $1,000 |
| UNITED BOYS & GIRLS CLUB | |||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | 501 (C) (3) | GENERAL FUND | $25,000 |
| HOUR OF POWER | |||||||
| PO BOX 100 | GARDEN GROVE | CA | 92842 | NONE | 501 (C) (3) | GENERAL FUND | $1,000 |
| UNITY SHOPPE | |||||||
| 110 WEST SOLA STREET | SANTA BARBARA | CA | 93101 | NONE | 501 (C) (3) | GENERAL FUND | $5,000 |
| KEITH HUDSON MINISTIRES | |||||||
| PO BOX 50937 | IRVINE | CA | 92619 | NONE | 501 (C) (3) | GENERAL FUND | $2,800 |
| ENVIRONMENTAL DEFENSE CENTER | |||||||
| 906 GARDEN STREET | SANTA BARBARA | CA | 93103 | NONE | 501 (C) (3) | GENERAL FUND | $5,000 |
| RESQCATS | |||||||
| PO BOX 3852 | SANTA BARBARA | CA | 93130 | NONE | 501 (C) (3) | GENERAL FUND | $1,000 |
| BASTYR UNIVERSITY | |||||||
| 14500 JUANITA DRIVE NE | KENMORE | WA | 98028 | NONE | 501 (C) (3) | GENERAL FUND | $5,000 |
| SANTA BARBARA WILDLIFE CARE NETWORK | |||||||
| 1460 NORTH FARIVIEW AVE | GOLETA | CA | 93117 | NONE | 501 (C) (3) | GENERAL FUND | $1,000 |
| TRINITY BROADCASTING NETWORK | |||||||
| 2442 MICHELLE | TUSTIN | CA | 92780 | NONE | 501 (C) (3) | GENERAL FUND | $1,000 |
| UC BERKELEY FOUNDATION | |||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 947204200 | NONE | 501 (C) (3) | GENERAL FUND | $1,000 |
| VOLUNTEERS FOR INTER-VALLEY ANIMALS | |||||||
| 133 NORTH D STREET | LOMPOC | CA | 93436 | NONE | 501 (C) (3) | GENERAL FUND | $1,500 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 1111 FRANKLIN ST 12TH FLOOR | OAKLAND | CA | 94607 | NONE | 501 (C) (3) | GENERAL FUND | $5,000 |
| CANCER CONTROL SOCIETY | |||||||
| 2043 N BERENDO ST | LOS ANGELES | CA | 90027 | NONE | 501 (C) (3) | GENERAL FUND | $5,000 |
| KITCHENS FOR GOOD | |||||||
| 404 EUCLID AVE | SAN DIEGO | CA | 92114 | NONE | 501 (C) (3) | GENERAL FUND | $10,000 |
| LOMA LINDA | |||||||
| 11234 ANDERSON STREET | LOMA LINDA | CA | 92354 | NONE | 501 (C) (3) | GENERAL FUND | $20,000 |
| WAYFARES CHAPEL | |||||||
| 5755 PALOS VERDES DRIVE SOUTH | RANCHO PALOS VERDES | CA | 90275 | NONE | 501 (C) (3) | GENERAL FUND | $350 |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | NONE | 501 (C) (3) | GENERAL FUND | $25,000 |
| OCEAN FUTURE SOCIETY | |||||||
| 513 DE LA VINA STREET | SANTA BARBARA | CA | 93101 | NONE | 501 (C) (3) | GENERAL FUND | $1,000 |
| AMERICAN NUTRITION ASSOCIATION | |||||||
| 4707 WILLOW SPRINGS ROAD STE 203 | LA GRANGE | IL | 60525 | NONE | 501 (C) (3) | GENERAL FUND | $10,000 |
| OMPRAKASH FOUNDATION | |||||||
| 2311 N 45TH STREET | SEATTLE | WA | 98103 | NONE | 501 (C) (3) | GENERAL FUND | $5,000 |
| ANIMAL RESCUE TEAM | |||||||
| 875 CARRIAGE DRIVE | SOLVANG | CA | 93463 | NONE | 501 (C) (3) | GENERAL FUND | $1,000 |
| FORTUNATE BLESSING FOUNDATION | |||||||
| 409 BANTAM ROAD SUITE A-3 | LITCHFIELD | CT | 06759 | NONE | 501 (C) (3) | GENERAL FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,150 | 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 | $8,141 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$15,059 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,141 | ExclusionAmt |
| Related Or Exempt Function Incm | -$15,059 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,918 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| BRAGG HEALTH INSTITUTE | |||||||
| 1 | PO BOX 7 | SANTA BARBARA | CA | 93102 | $3,250,376 | Yes (X) | |
| BRAGG HEALTH INSTITUTE | |||||||
| 2 | PO BOX 7 | SANTA BARBARA | CA | 93102 | $1,087,809 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | LAND AND EQUIPMENT. | NoncashPropertyDesc |
| Fair Market Value | $3,250,376 | FairMarketValueAmt |
| Received | 2015-12-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BARTLETT, PRINGLE, & WOLF | CategoryTxt |
| Amt | $2,259 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,759 | 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 | $6,185 | 200DB | 15.000000000000 | $583 | $0 |
| VIDEO CAMERA | 2015-12-16 | $6,552 | $3,821 | SL | 5.000000000000 | $0 | $0 |
| CHRYSLER TOWN & COUNTRY | 2015-12-16 | $18,530 | $10,500 | SL | 5.000000000000 | $0 | $0 |
| FRUIT TREES | 2015-12-16 | $19,394 | $7,433 | SL | 10.000000000000 | $0 | $0 |
| LAND | 2015-12-16 | $3,200,000 | L | $0 | $0 | ||
| GOLF CART | 2015-05-13 | $5,900 | SL | 5.000000000000 | $787 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVINO SILVER & GOLD MINES LTD | $27,416 | $10,801 |
| SILVER STANDARD RESOURCES | $38,473 | $10,360 |
| NEWMONT MINING CORP. | $44,521 | $17,990 |
| COEUR D'ALENE MINES | $180,538 | $9,672 |
| EXCELLON RESOURCES | $48,576 | $2,512 |
| GOLD CORP INC. | $31,124 | $46,101 |
| GOLD FIELDS LTD. ADR | $24,674 | $5,540 |
| GOLDEN STAR RESOURCES | $29,278 | $1,662 |
| ELDORADO GOLD GP LTD. | $35,975 | $11,880 |
| HECLA MINING CO. | $12,116 | $5,670 |
| NEWMONT MINING CORP. | $18,889 | $8,995 |
| IAMGOLD CORP. | $8,169 | $1,420 |
| ROYAL GOLD INC. | $85,851 | $71,591 |
| SILVER STANDARD RESOURCES | $218,489 | $66,304 |
| TASEKO MINES LTD. | $4,878 | $1,020 |
| APEX SILVER MINES LTD. | $0 | $0 |
| KINROSS GOLD CORP. | $163,006 | $29,539 |
| U.S. GLOBAL INVESTORS GOLD | $70,005 | $23,385 |
| FORTUNA SILVER MINES INC. | $4,357 | $4,500 |
| IMPACT SILVER | $23,600 | $1,628 |
| GREAT PANTHER SILVER | $5,314 | $752 |
| IMPACT SILVER MINES | $8,622 | $326 |
| CANADIAN ZINC CORP | $23,959 | $1,402 |
| GOLDEN MINERALS | $16,004 | $66 |
| COSTCO | $62,891 | $86,080 |
| SIBANYE GOLD LIMITED | $6,238 | $3,045 |
| AGNICO EAGLE | $85,213 | $89,352 |
| COEUR D'ALENE MINES COR | $34,286 | $7,688 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 40'CONTAINER | $10,561 | $6,768 | $3,793 | $3,793 |
| VIDEO CAMERA | $6,552 | $3,821 | $2,731 | $2,731 |
| CHRYSLER TOWN & COUNTRY | $18,530 | $10,500 | $8,030 | $8,030 |
| FRUIT TREES | $19,394 | $7,433 | $11,961 | $11,961 |
| LAND | $3,200,000 | $0 | $3,200,000 | $3,200,000 |
| GOLF CART | $5,900 | $787 | $5,113 | $5,113 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEED MACKALL, LLP ATTORNEYS | CategoryTxt |
| Legal Fees | $721 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $721 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES - MORGAN STANLEY | $225 | $225 | $0 |
| BROKERAGE FEES - STOCKCROSS | $52 | $52 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES-OTHER | $580 | $0 | $580 |
| FTB | $25 | $0 | $25 |
| PERSONAL PROPERTY | $979 | $0 | $979 |