WOOD-CLAEYSSENS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: WOOD-CLAEYSSENS FOUNDATION (EIN 32-0341358)
Tax period: 2023-04-01 to 2024-03-31
Filed: 2025-02-18
IRS object ID: 202500499349100315
Schema version: 2023v6.0
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
Investments Govt Obligations Sch
Investments Land Schedule2
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-02-18T11:02:12-06:00	ReturnTs
Tax Period End	2024-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	950858589	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HUTCHINSON & BLOODGOOD LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 EAST CARRILLO STREET SUITE 303	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93101	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	320341358	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE WOOD-CLAEYSSENS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WOOD	BusinessNameControlTxt
Phone	8059660543	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 30586	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	931300586	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NOELLE CLAEYSSENS BURKEY	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8059660543	PhoneNum
Signature	2025-02-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CATHERINE MACAULAY	PreparerPersonNm
PTIN	P00178796	PTIN
Phone	8059631837	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$180,141,067	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	$375,742	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$3,660,020	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,660,020	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$15,206,508	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$15,206,508	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	$6,029,339	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$6,883,835	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$123,372,077	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$6,883,835	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$26,126,105	TotalRevAndExpnssAmt
Total Net Invst Incm	$25,750,363	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$1,602,300	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$1,186,887	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$415,413	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$580,195	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$283,067	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$297,128	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$705,837	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$460,779	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$245,058	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$18,554	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$18,554	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$39,372	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$19,686	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$19,686	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$296,777	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$296,777	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$339,797	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$92,637	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$47,160	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$3,311,877	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$3,288,952	DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss	$6,366,586	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$5,929,210	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$437,376	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$13,261,295	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$11,557,995	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,480,375	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,768,250	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,768,250	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$21,029,545	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$11,557,995	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$9,248,625	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$5,096,560	ExcessRevenueOverExpensesAmt
Net Investment Income	$14,192,368	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$208,507	CashBOYAmt
Cash EOY	$1,147,048	CashEOYAmt
Cash EOYFMV	$1,147,048	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$17,362,670	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$12,275,990	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$12,275,990	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$873	AcctRcvblAmt
Acct Rcvbl BOY	$1,371	AcctRcvblBOYAmt
Acct Rcvbl EOY	$873	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$873	AcctRcvblEOYFMVAmt
US Government Obligations BOY	$21,664,097	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$33,689,956	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$33,835,253	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$52,453,959	CorporateStockBOYAmt
Corporate Stock EOY	$44,318,163	CorporateStockEOYAmt
Corporate Stock EOYFMV	$99,205,416	CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis	$37,648,957	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$10,564,020	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$27,061,681	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$27,084,937	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$24,761,000	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$958,000	OtherInvestmentsBOYAmt
Other Investments EOY	$8,381,304	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$8,768,746	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$899,448	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$752,707	LandBldgEquipAccumDeprecAmt
Land BOY	$39,581	LandBOYAmt
Land EOY	$146,741	LandEOYAmt
Land EOYFMV	$146,741	LandEOYFMVAmt
Total Assets BOY	$119,749,866	TotalAssetsBOYAmt
Total Assets EOY	$127,045,012	TotalAssetsEOYAmt
Total Assets EOYFMV	$180,141,067	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$119,749,866	RetainedEarningBOYAmt
Retained Earning EOY	$127,045,012	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$119,749,866	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$127,045,012	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$119,749,866	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$127,045,012	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$119,749,866	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$5,096,560	ExcessRevenueOverExpensesAmt
Other Increases	$2,198,586	OtherIncreasesAmt
Subtotal	$127,045,012	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$127,045,012	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US BANK	P	2023-03-31	2024-03-31	$22,076,619	$22,086,850	-$10,231	-$10,231
MS HOWELL	P	2023-03-31	2024-03-31	$73,624,246	$73,246,663	$377,583	$377,583
WELLS FARGO	P	2023-03-31	2024-03-31	$27,671,212	$21,154,729	$6,516,483	$6,516,483

Field	Value	IRS element (for citing)
Capital Gain Net Income	$6,883,835	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$197,274	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$197,274	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$197,274	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$599,359	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$599,359	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$402,085	OverpaymentAmt
Applied To ES Tax	$402,085	AppliedToESTaxAmt
Refund	$0	RefundAmt

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
Org Report Or Register State	DE	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.WOODCLAEYSSENSFOUNDATION.COM	WebsiteAddressTxt
Individual With Books	SHELBY HUGHES	IndividualWithBooksNm
Phone	8059660543	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2360 FOOTHILL RD	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93105	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	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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
NOELLE CLAEYSSENS BURKEY
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	PRESIDENT	40.00	$265,824	$60,191	$0
CHARLES C GRAY
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	TREASURER	40.00	$426,492	$66,000	$0
SHELBY HUGHES
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	SECRETARY	40.00	$266,024	$67,846	$0
JAMES BURKEY
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	DIRECTOR (THRU 10/2023)	0.00	$0	$0	$0
BRETT L BURKEY
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	FIRST VICE PRESIDENT	40.00	$263,681	$70,259	$0
BRAD BURKEY
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	DIRECTOR	10.00	$58,256	$21,106	$0
JARED P BURKEY
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	DIRECTOR	10.00	$58,366	$45,896	$0
JENNA M BURKEY
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	SECOND VICE PRESIDENT	40.00	$263,656	$68,009	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
STEPHANIE HLADYNUIK
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	BOOKKEEPER	30.00	$127,017	$53,711	$0
SAMUEL GALVEZ
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	GARDENER	40.00	$89,387	$60,652	$0
JOSE CHACON
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	GARDENER	40.00	$88,365	$53,020	$0
ANNA VILLEGAS
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	BOOKKEEPER/CLERICAL	30.00	$114,016	$22,744	$0
LUIS ARROYO JR
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	MAINTENANCE/GARDENER	40.00	$63,525	$42,051	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	1	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
LOVINGFOSS AND BOWMAN INC
5574 B EVERGLADES STREET SUITE B	VENTURA	CA	93003	ENGINEERING SERVICES	$581,400
WELLS FARGO
6325 S RAINBOW BLVD STE 300	LAS VEGAS	NV	89118	INVESTMENT MANAGEMENT FEES	$246,962
HATHAWAY LAW FIRM LLP
5450 TELEGRAPH ROAD	VENTURA	CA	93003	LEGAL SERVICES	$194,400
BROWNSTEIN HYATT FARBER SCHRECK
1020 STATE STREET	SANTA BARBARA	CA	93101	LEGAL SERVICES	$157,936

Field	Value	IRS element (for citing)
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	$58,319,514	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$45,450,125	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$54,958,671	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$158,728,310	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$158,728,310	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,380,925	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$156,347,385	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$7,817,369	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$7,817,369	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$197,274	TaxBasedOnInvestmentIncomeAmt
Total Tax	$197,274	TotalTaxAmt
Distributable Before Adj	$7,620,095	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$7,620,095	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$7,620,095	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$9,248,625	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$9,248,625	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$7,620,095	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$5,337,860	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$5,757,037	ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov	$11,094,897	TotalExcessDistributionCyovAmt
Qualifying Distributions	$9,248,625	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$7,620,095	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,628,530	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$12,723,427	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	$5,337,860	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$7,385,567	ExcessDistriCyovToNextYrAmt
Excess From Year4	$5,757,037	ExcessFromYear4Amt
Excess From Current Year	$1,628,530	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	NOELLE CLAEYSSENS BURKEY	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 30586	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	931300586	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8059660543	RecipientPhoneNum
Form And Info And Materials	A LETTER DESCRIBING THE ACTIVITIES OF THE APPLICANT, THEIR MOST RECENT 12 MONTH FINANCIAL STATEMENT, FORM 990, CURRENT BUDGET, BOARD OF DIRECTORS AND PROOF OF EXEMPT STATUS	FormAndInfoAndMaterialsTxt
Submission Deadlines	ANNUALLY, MAY 31 FOR FIRST TIME APPLICANTS & JUNE 30 FOR RECURRING APPLICANTS	SubmissionDeadlinesTxt
Restrictions On Awards	APPLICANTS WILL BE CONSIDERED ONLY FROM ORGANIZATIONS QUALIFIED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). GRANTS ARE MADE TO CALIFORNIA ORGANIZATIONS PRIMARILY IN SANTA BARBARA AND VENTURA COUNTIES.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
911 AT EASE INTERNATIONAL
PO BOX 30363	SANTA BARBARA	CA	93130	NONE	PC	GENERAL OPERATING FUNDS; SPONSORSHIP - HONORING NATIONS FIRST RESPONDERS	$170,000
ADVENTURES IN CARING FOUNDATION
1528 CHAPALA STREET 202	SANTA BARBARA	CA	93101	NONE	PC	ADVENTURES IN CARING VOLUNTEER PROGRAM	$10,000
ANGEL FLIGHT WEST INC
3161 DONALD DOUGLAS LOOP S	SANTA MONICA	CA	90405	NONE	PC	SOUTHERN CALIFORNIA PROGRAMS - SANTA BARBARA & VENTURA COUNTY	$33,000
ANIMAL SHELTER ASSISTANCE PROGRAM
5473 OVERPASS ROAD	SANTA BARBARA	CA	93111	NONE	PC	ESSENTIAL VETERINARY CARE FOR ADOPTABLE SHELTER CATS AND KITTENS	$25,000
ARTS OUTREACH
2353 HOLLISTER STREET SUITE A	LOS OLIVOS	CA	93441	NONE	PC	ART-IN-SCHOOLS PROGRAM	$5,000
ASSISTANCE LEAGUE OF SANTA BARBARA
1259 VERONICA SPRINGS ROAD	SANTA BARBARA	CA	93105	NONE	PC	OPERATION SCHOOL BELL / TEEN SCHOOL BELL	$5,750
ASSISTANCE LEAGUE OF VENTURA COUNTY
913 E SANTA CLARA STREET	VENTURA	CA	93001	NONE	PC	OPERATION SCHOOL BELL	$5,000
ATTERDAG AT HOME
636 ATTERDAG ROAD	SOLVANG	CA	93463	NONE	PC	MEALS ON WHEELS & ATTERDAG AT HOME CARE	$30,000
ATTERDAG VILLAGE OF SOLVANG
636 ATTERDAG ROAD	SOLVANG	CA	93463	NONE	PC	SUPPORT OF THE 1ST ANNUAL HARVEST PARTY FUNDRAISER, COMBITHERM OVEN / STEAMER, GAS, BOILER FREE	$40,000
BISHOP GARCIA DIEGO HIGH SCHOOL
4000 LA COLINA ROAD	SANTA BARBARA	CA	93110	NONE	PC	EVENT SPONSORSHIP OF 2022 GOLF TOURNAMENT	$10,000
BOY SCOUTS OF AMERICA - LOS PADRES COUNCIL
4000 MODOC ROAD	SANTA BARBARA	CA	93110	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
BOYS & GIRLS CLUB - GREATER CONEJO VALLEY
1 DOLE DRIVE 3331	WESTLAKE VILLAGE	CA	91362	NONE	PC	STRONG COMMUNITIES RESILIENT YOUTH	$10,000
BOYS & GIRLS CLUB OF CAMARILLO
1500 TEMPLE AVENUE	CAMARILLO	CA	93012	NONE	PC	PROJECT LEARN	$10,000
BOYS & GIRLS CLUB OF FILLMORE
565 1ST STREET	FILLMORE	CA	93015	NONE	PC	FILMORE CLUBHOUSE - STEM EDUCATION ADDRESSING	$10,000
BOYS & GIRLS CLUB OF GREATER VENTURA
1280 S VICTORIA AVENUE SUITE 240	VENTURA	CA	93003	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
BOYS & GIRLS CLUB OF OXNARDPORT HUENEME
590 E PLEASANT VALLEY ROAD	PORT HUENEME	CA	93041	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
BOYS & GIRLS CLUB OF PIRU
802 ORCHARD STREET	PIRU	CA	93040	NONE	PC	PIRU CLUBHOUSE - STEM EDUCATION ENRICHMENT	$10,000
BOYS & GIRLS CLUB OF SANTA CLARA VALLEY
1400 HARVARD BOULEVARD	SANTA PAULA	CA	93060	NONE	PC	EXPANDING SERVICES, AFTERSCHOOL STEM ACADEMY - HARVARD CLUBHOUSE	$10,000
BOYS & GIRLS CLUB OF SANTA PAULA
1400 E HARVARD BOULEVARD	SANTA PAULA	CA	93061	NONE	PC	SANTA PAULA CLUB - STEM EDUCATION ENRICHMENT ADDRESSING	$10,000
BOYS & GIRLS CLUBS OF MID CENTRAL COAST
RAILROAD CLUBHOUSE 901 N RAILROAD	SANTA MARIA	CA	93458	NONE	PC	GENERAL OPERATING SUPPORT	$10,000	AVENUE
BUELLTON SENIOR CENTER
164 W HIGHWAY 246	BUELLTON	CA	93427	NONE	PC	SUPPORT THE CARS & COWBOY'S EVENT, MEALS ON WHEELS	$90,000
CARPINTERIA CHILDREN'S PROJECT
5201 8TH STREET SUITE 100	CARPINTERIA	CA	93013	NONE	PC	GENERAL OPERATING SUPPORT	$150,000
CARRIAGE & WESTERN ART MUSEUM OF SANTA BARBARA
129 CASTILLO STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING FUNDS	$40,000
CASA OF VENTURA COUNTY
4001 MISSION OAKS BOULEVARD	CAMARILLO	CA	93012	NONE	PC	GENERAL OPERATING SUPPORT	$15,000
CASA PACIFICA CENTERS
1722 S LEWIS ROAD	CAMARILLO	CA	93012	NONE	PC	GENERAL OPERATING SUPPORT; SPONSOR - CASA PACIFICA ANGELS WINE, FOOD & BREW FESTIVAL	$120,000
CASA SERENA
1515 BATH STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
CHILD ABUSE LISTENING & MEDIATION (CALM)
1236 CHAPALA STREET	SANTA BARBARA	CA	93101	NONE	PC	SCHOOL-BASED MENTAL HEALTH COLLABORATIVE	$100,000
COURT-APPOINTED SPECIAL ADVOCATE
PO BOX 70675	OAKLAND	CA	94612	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
ELINGS PARK FOUNDATION
1298 LAS POSITAS ROAD	SANTA BARBARA	CA	93105	NONE	PC	ELINGS PARK FOUNDATION EPIC!	$150,000
ELVERHOJ MUSEUM OF HISTORY AND ART
1624 ELVERHOY WAY	SOLVANG	CA	93463	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
FAMILY SERVICE AGENCY OF SANTA BARBARA
123 W GUTIERREZ STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$150,000
FOOD FROM THE HEART
909 N LA CUMBRE ROAD	SANTA BARBARA	CA	93110	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
FRIENDS OF OCEANO DUNES
PO BOX 398	OCEANO	CA	93445	NONE	PC	FRIENDS OF OCEANO DUNES 2022-23 TO KEEP PUBLIC ACCESS OPEN TO THE ODSVRA	$25,000
FRIENDSHIP ADULT DAY CARE CENTER
89 EUCALYPTUS LANE	SANTA BARBARA	CA	93108	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
FUND FOR SANTA BARBARA
26 W ANAPAMU STREET	SANTA BARBARA	CA	93101	NONE	PC	NPRN GENERAL OPERATING SUPPORT; YOUTH MAKING CHANGE	$15,000
GANNA WALSKA LOTUSLAND FOUNDATION
695 ASHLEY ROAD	SANTA BARBARA	CA	93108	NONE	PC	SUPPORT OF EXCEPTIONAL PLANTS AUCTION & SALE; GENERAL OPERATING SUPPORT	$10,000
GIRLS INC OF CARPINTERIA
5315 FOOTHILL ROAD	CARPINTERIA	CA	93013	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
GOLETA VALLEY COTTAGE HOSPITAL FOUNDATION
351 S PATTERSON AVENUE	SANTA BARBARA	CA	93111	NONE	PC	FAMILY ASSISTANCE PROGRAM	$30,000
HAPPY ENDINGS ANIMAL RESCUE SANCTUARY
1326 DOVE MEADOW ROAD	SOLVANG	CA	93463	NONE	PC	GENERAL OPERATING SUPPORT; EMERGENCY FUNDING; ROCK 4 HORSES FUNDRAISER	$45,000
HEARTS THERAPEUTIC EQUESTRIAN CENTER
PO BOX 30662	SANTA BARBARA	CA	93130	NONE	PC	EQUINE SERVICES FOR HEROES	$5,000
HELP OF CARPINTERIA INC
1069 CASITAS PASS ROAD	CARPINTERIA	CA	93013	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
HELP OF OJAI
108 S MONTGOMERY STREET	OJAI	CA	93023	NONE	PC	ISOLATED SENIOR SUPPORT	$15,000
HIDDEN WINGS
517 ATTERDAG ROAD	SOLVANG	CA	93463	NONE	PC	LEAD - JOB CREATION PROGRAM	$20,000
HOSPICE OF THE CONEJO
80 E HILLCREST DRIVE 204	THOUSAND OAKS	CA	91360	NONE	PC	ENHANCING QUALITY OF LIFE THROUGH CARE	$5,000
LOMPOC FAMILY YMCA
201 W COLLEGE AVENUE	LOMPOC	CA	93436	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
MONTECITO FAMILY YMCA
591 SANTA ROSA LANE	SANTA BARBARA	CA	93108	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
MOXI THE WOLF MUSEUM OF EXPLORATION INNOVATIO
125 STATE STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT; PLATINUM SPONSOR FOR MOXI@NIGHT 2022	$100,000
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROAD	SANTA BARBARA	CA	93108	NONE	PC	SUPPORT OF THE MUSIC ACADEMY'S FULL SCHOLARSHIP PROGRAM; GENERAL OPERATING SUPPORT	$75,000
NEW BEGINNINGS COUNSELING CENTER
324 E CARRILLO STREET SUITE C	SANTA BARBARA	CA	93101	NONE	PC	LIFE SKILLS PARENTING AND EDUCATION PROGRAM	$10,000
NORTH COUNTY RAPE CRISIS & CHILD PROTECTION CENTER
112 E WALNUT AVENUE	LOMPOC	CA	93436	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
NOTES FOR NOTES INC
PO BOX 90632	SANTA BARBARA	CA	93190	NONE	PC	NOTES FOR NOTES SANTA BARBARA	$25,000
OLD SPANISH DAYS
PO BOX 21557	SANTA BARBARA	CA	93121	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
PACIFIC LEGAL FOUNDATION
930 G STREET	SACRAMENTO	CA	95814	NONE	PC	PROTECTING FUNDAMENTAL CONSTITUTIONAL RIGHTS	$50,000
PCPA FOUNDATION
237 TOWN CENTER WEST 106	SANTA MARIA	CA	93458	NONE	PC	GENERAL OPERATING SUPPORT	$30,000
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	NONE	PC	NONPROFIT LEADERSHIP COLLABORATIVE; 2022 PEPPERDINE WAVE CLASSIC; 19TH ANNUAL SAVVY CHIC EVENT	$200,000
PIERRE CLAEYSSENS VETERANS FOUNDATION
1187 COAST VILLAGE ROAD SUITE 1-334	SANTA BARBARA	CA	93108	NONE	PC	MILITARY BALL	$75,000
PROVIDENCE SCHOOL
3225 CALLE PINON	SANTA BARBARA	CA	93105	NONE	PC	SPONSORSHIP - STUDENT SAFETY & SECURITY INITATIVE	$220,000
RM PYLES BOYS CAMP
27211 HENRY MAYO DRIVE	VALENCIA	CA	91355	NONE	PC	PYLES YOUTH DEVELOPMENT PROGRAM	$30,000
RONA BARRETT FOUNDATION
650 ALAMO PINTADO ROAD SUITE 303	SOLVANG	CA	93463	NONE	PC	LOVE, ITALIAN STYLE FUNDRAISER	$25,000
SALVATION ARMY SANTA BARBARA CORPS
423 CHAPALA STREET	SANTA BARBARA	CA	93101	NONE	PC	THE SALVATION ARMY SANTA BARBARA CORPS AND COMMUNITY CENTER	$5,000
SALVATION ARMY OXNARDPORT HUENEME
249 E A STREET	PORT HUENEME	CA	93041	NONE	PC	THE SALVATION ARMY (TSA) - PROGRAM SUPPORT	$5,000
SANCTUARY CENTERS OF SANTA BARBARA INC
PO BOX 551	SANTA BARBARA	CA	93102	NONE	PC	THE INTEGRATED CARE CLINIC SERVING YOUTH	$25,000
SANTA BARBARA BIRD SANCTUARY
2430 LILLIE AVENUE	SUMMERLAND	CA	93067	NONE	PC	GENERAL OPERATING SUPPORT	$35,000
SANTA BARBARA BOTANICAL GARDEN
1212 MISSION CANYON ROAD	SANTA BARBARA	CA	93105	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
SANTA BARBARA CENTER FOR THE PERFORMING ARTS
1214 STATE STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
SANTA BARBARA COTTAGE HOSPITAL
400 W PUEBLO STREET	SANTA BARBARA	CA	93105	NONE	PC	COTTAGE CHILDREN'S MEDICAL CENTER	$250,000
SANTA BARBARA COUNTY SEARCH & RESCUE
PO BOX 6602	SANTA BARBARA	CA	93160	NONE	PC	2021 PRIORITY PROJECTS - RESCUE VEHICLE BUILDOUT,	$80,000
SANTA BARBARA FOUNDATION
1111 CHAPALA STREET 200	SANTA BARBARA	CA	93101	NONE	PC	2022 & 2023 - PARTNERSHIP FOR EXCELLENCE	$37,000
SANTA BARBARA HUMANE SOCIETY
5399 OVERPASS ROAD	SANTA BARBARA	CA	93111	NONE	PC	TLC FUND: MEDICAL CARE FOR PETS OF THE COMMUNITY	$25,000
SANTA BARBARA MARITIME MUSEUM
113 HARBOR WAY SUITE 190	SANTA BARBARA	CA	93109	NONE	PC	SBMM EDUCATION AND CURATORIAL PROGRAMS	$10,000
SANTA BARBARA MEALS ON WHEELS INC
PO BOX 6099	SANTA BARBARA	CA	93160	NONE	PC	MEAL COST ASSISTANCE	$15,000
SANTA BARBARA MUSEUM OF NATURAL HISTORY
2559 PUESTA DEL SOL	SANTA BARBARA	CA	93105	NONE	PC	EVENT - SEA HORSE SOIREE; GENERAL OPERATING SUPPORT	$60,000
SANTA BARBARA NEW HOUSE
2434 BATH STREET	SANTA BARBARA	CA	93105	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
SANTA BARBARA POLICE ACTIVITIES LEAGUE
PO BOX 91121	SANTA BARBARA	CA	93190	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
SANTA BARBARA RESCUE MISSION
535 E YANONALI STREET	SANTA BARBARA	CA	93103	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
SANTA BARBARA SPECIAL ENFORCEMENT TEAM SUPPORT
4434 CALLE REAL	SANTA BARBARA	CA	93110	NONE	PC	GENERAL OPERATING SUPPORT FOR SBSET	$358,000
SANTA BARBARA ZOO
500 NINOS DRIVE	SANTA BARBARA	CA	93103	NONE	PC	ZOOFARI BALL XXXVI: ENCHANTED FOREST; VETERINARY EQUIPMENT: SAMSUNG HM70 EVO ULTRASOUND; ZOOFARI BALL: SPARKLE & SHINE	$50,000
SANTA MARIA PHILHARMONIC SOCIETY
PO BOX 375	SANTA MARIA	CA	93456	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
SANTA YNEZ VALLEY BOTANIC GARDEN FOUNDATION
PO BOX 1623	BUELLTON	CA	93427	NONE	PC	SUPPORT OF THE 2022 ENCHANTED GARDEN EVENT; IMPROVING THE WOODLAND FAMILY SECTION	$45,000
SANTA YNEZ VALLEY COTTAGE HOSPITAL FOUNDATION
2050 VIBORG ROAD	SOLVANG	CA	93463	NONE	PC	TELE-STROKE PROGRAM	$125,000
SANTA YNEZ VALLEY HISTORICAL MUSEUM
3596 SAGUNTO STREET	SANTA YNEZ	CA	93460	NONE	PC	GENERAL OPERATING SUPPORT; SPONSORSHIP OF THE 38TH ANNUAL VAQUERO SHOW, IMMEDIATE EMERGENCY SUPPORT	$75,000
SANTA YNEZ VALLEY HUMANE SOCIETY
PO BOX 335	SANTA YNEZ	CA	93427	NONE	PC	SUPPORT 7TH & 8TH ANNUAL SPAY-GHETTI DINNER; GENERAL OPERATING SUPPORT	$40,000
SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL
1745 MISSION DRIVE	SOLVANG	CA	93463	NONE	PC	SENIOR NUTRITION AND WELLNESS	$400,000
SANTA YNEZ VALLEY THERAPEUTIC RIDING PRO
PO BOX 256	SOLVANG	CA	93464	NONE	PC	STUDENT SCHOLARSHIPS, 2022 COWBOY RIDE-A-THON SPONSORSHIP	$70,000
SCOTTISH RITE VALLEY OF SANTA BARBARA
16 E CARRILLO STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT FOR SPEECH	$30,000
SENIOR CONCERNS
401 HODENCAMP ROAD	THOUSAND OAKS	CA	91360	NONE	PC	GENERAL OPERATING SUPPORT	$40,000
SHADOW'S FUND
PO BOX 1472	LOMPOC	CA	93436	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
SOLVANG FRIENDSHIP HOUSE
PO BOX 486	SOLVANG	CA	93463	NONE	PC	EVENT SPONSORSHIP OF NASHVILLE NIGHTS; GENERAL OPERATING SUPPORT	$90,000
SOLVANG THEATERFEST
PO BOX 917	SOLVANG	CA	93464	NONE	PC	GENERAL OPERATING SUPPORT; DISABILITY IMPROVEMENTS	$25,000
STANDING TOGETHER TO END SEXUAL ASSUALT
433 E CANON PERDIDO STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$35,000
STORYTELLER CHILDREN'S CENTER
2115 STATE STREET	SANTA BARBARA	CA	93105	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
STUART GILDRED FAMILY YMCA SANTA YNEZ
900 N REFUGIO ROAD	SANTA YNEZ	CA	93460	NONE	PC	OPEN DOORS - FINANCIAL ASSISTANCE PROGRAM	$5,000
STUDENTS FOR ECO EDUCATION & AGRICULTURE
257 N ALVARADO STREET	OJAI	CA	93023	NONE	PC	5TH ANNUAL SC BOUNTY FARM DAY; SB COUNTY; 11TH ANNUAL COUNTY FARM DAY; VENTURA COUNTY	$230,000
SURGICAL EYE EXPEDITIONS
5638 HOLLISTER AVENUE SUITE 210	SANTA BARBARA	CA	93117	NONE	PC	SANTA BARBARA VISION CARE PROGRAM	$10,000
THE COMMUNITY FOUNDATION SLO CO
550 DANA STREET	SAN LUIS OBISPO	CA	93401	NONE	PC	2022 SB COUNTY FAIR (LIVESTOCK AUCTION); 2022 MID STATE FAIR (LIVESTOCK AUCTION)	$100,000
THE FIRST TEE CENTRAL COAST
PO BOX 6261	SANTA BARBARA	CA	93160	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
THE PARC FOUNDATION
15545 DEVONSHIRE STREET SUITE 208	MISSION HILLS	CA	91345	NONE	PC	SUMMER FUN RECREATION PROGRAM - SUMMER 2023	$37,000
THE SAMARITAN CENTER
280 ROYAL AVENUE	SIMI VALLEY	CA	93065	NONE	PC	GENERAL OPERATING SUPPORT	$30,000
TRANSITION HOUSE
425 E COTA STREET	SANTA BARBARA	CA	93101	NONE	PC	EMERGENCY SHELTER FOR HOMELESS FAMILIES WITH CHILDREN	$20,000
TURNING POINT FOUNDATION
PO BOX 24397	VENTURA	CA	93002	NONE	PC	GENERAL OPERATING SUPPORT: HOMELESS HEALTH AND HOUSING CONTINUUM OF SERVICES FOR MENTALLY ILL	$35,000
UNITED BOYS & GIRLS CLUB OF SANTA BARBARA COUNTY
1124 CASTILLO STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$150,000
VALOR HEALING FARMS
PO BOX 1054	OJAI	CA	93024	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
VENTURA COUNTY COLAB FOUNDATION
1672 DONLON STREET	VENTURA	CA	93003	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
VENTURA COUNTY FAIRGROUNDS FOUNDATION
10 WEST HARBOR BOULEVARD	VENTURA	CA	93001	NONE	PC	LIVESTOCK OPERATING SUPPORT	$435,000
VENTURA FAMILY YMCA
3760 TELEGRAPH ROAD	VENTURA	CA	93003	NONE	PC	ANNUAL CAMPAIGN FOR OPEN DOORS SCHOLARSHIPS	$5,000
VENTURA POLICE ACTIVITIES LEAGUE (PAL)
PO BOX 3262	VENTURA	CA	93006	NONE	PC	VENTURA AFTER SCHOOL PROGRAMS	$20,000
VILLA MAJELLA OF SANTA BARBARA
604 N KELLOGG AVENUE	SANTA BARBARA	CA	93111	NONE	PC	GENERAL OPERATING SUPPORT	$15,000
VNA HEALTH FOUNDATION
512 E GUTIERREZ STREET	SANTA BARBARA	CA	93103	NONE	PC	22ND ANNUAL MOTHER'S DAY LUNCHEON; SERENITY HOUSE CHARITY CARE	$50,000
WAYFINDER FAMILY SERVICES
5300 ANGELES VISTA BOULEVARD	LOS ANGELES	CA	90043	NONE	PC	EARLY INTERVENTION PROGRAM	$7,500
WE SUPPORT THE TROOPS INC
PO BOX 915	SANTA YNEZ	CA	93460	NONE	PC	WE SUPPORT THE TROOPS, INC.	$50,000
WILDERNESS YOUTH PROJECT
5386 HOLLISTER AVENUE SUITE D	SANTA BARBARA	CA	93111	NONE	PC	BRIDGE TO NATURE: SCHOOL DAY OUTDOOR EDUCATION AND SUMMER CAMP SCHOLARSHIPS	$100,000
WILDING ART MUSEUM
1511 B MISSION DRIVE	SOLVANG	CA	93463	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
WOMEN'S ECONOMIC VENTURES OF SANTA BARBARA
333 S SALINAS STREET	SANTA BARBARA	CA	93103	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
WOOD-GLEN HALL
3010 FOOTHILL ROAD	SANTA BARBARA	CA	93105	NONE	PC	FACILITY MAINTENANCE & SAFETY	$125,000
YOUNG AMERICA'S FOUNDATION
217 STATE STREET	SANTA BARBARA	CA	93101	NONE	PC	FALL COLLEGE RETREAT	$250,000
YOUTH & FAMILY SERVICES YMCA
1180 EUGENIA PLACE SUITE 104	CARPINTERIA	CA	93013	NONE	PC	NOAH'S ANCHORAGE YOUTH CRISIS SHELTER	$5,000
BOYS & GIRLS CLUB OF SANTA CLARA VALLEY
PO BOX 152	SANTA PAULA	CA	93061	NONE	PC	AFTERSCHOOL STEM ACADEMY - MANY MANSIONS	$10,000
DRAGG INC
300 GRAVES AVENUE SUITE F	OXNARD	CA	93030	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY
550 DANA STREET	SAN LUIS OBISPO	CA	93401	NONE	PC	SAN LUIS OBISPO COUNTY FAIR MEAT PURCHASING	$100,000
FREEDOM 4 YOUTH
187 S PATTERSON SUITE A	SANTA BARBARA	CA	93111	NONE	PC	GENERAL OPERATING FUNDS	$10,000
LOBERO THEATRE FOUNDATION
33 E CANON PERDIDO STREET	SANTA BARBARA	CA	93101	NONE	PC	LED LIGHTING SYSTEM UPGRADE	$50,000
MARIAN REGIONAL MEDICAL CENTER FOUNDATION
1400 E CHURCH STREET	SANTA MARIA	CA	93454	NONE	PC	MARIAN OBSTETRICS AND GYNOCOLOGY RESIDENCY PROGRAM	$600,000
MUSEUM OF VENTURA COUNTY
100 E MAIN STREET	VENTURA	CA	93001	NONE	PC	VENTURA COUNTY 150TH ANNIVERSARY	$25,000
OXNARD COMMUNITY K-9 FOUNDATION
3001 STURGIS ROAD	OXNARD	CA	93030	NONE	PC	GENERAL OPERATING SUPPORT	$80,000
PEACE OFFICERS ASSOCIATION OF VENTURA COUNTY
981 S VICTORIA AVENUE	VENTURA	CA	93003	NONE	PC	EVENT - PEACE OFFICERS ASSOCIATION OF VENTURA COUNTY	$25,000
SANTA BARBARA MISSION ARCHIVE-LIBRARY INC
2201 LAGUNA STREET	SANTA BARBARA	CA	93105	NONE	PC	SANTA BARBARA MISSION ARCHIVE LIBRARY	$265,000
SANTA YNEZ VALLEY YOUTH RECREATION
PO BOX 503	SOLVANG	CA	93464	NONE	PC	YOUTH ACTIVITY SCHOLARSHIPS	$25,000
SOUTHEAST VENTURA COUNTY YMCA
31105 THOUSAND OAKS BOULEVARD	WESTLAKE VILLAGE	CA	93162	NONE	PC	YOUTH & GOVERNMENT SCHOLARSHIPS	$5,000
UNITY SHOPPE INC
1209 STATE STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING FUNDS	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,768,250	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,660,020	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$6,029,339	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$6,883,835	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$16,573,194	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$16,573,194	TotalIncomeProducingActyAmt

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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLAEYSSENS CHARITABLE TRUST	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 30586	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93130	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$375,742	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$39,372	Amt
Net Investment Income	$19,686	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$19,686	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (459 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt	RtRt
FURNISHINGS	2005-03-31	$119,648	$119,648	SL	7.000000000000	$0	$0
TRACKLIGHTING IN OFFICE	2006-10-11	$2,097	$1,254	SL	27.500000000000	$76	$0
PAPER SHREDDER	1999-01-13	$140	$140	SL	7.000000000000	$0	$0
PERIMETER GATE SYSTEM	2000-05-12	$4,145	$4,145	SL	5.000000000000	$0	$0
PERIMETER POWER SUPPLY	2000-05-25	$888	$888	SL	5.000000000000	$0	$0
LOG CUTTER	2001-11-14	$635	$635	SL	5.000000000000	$0	$0
PHONE SYSTEM	2003-01-21	$180	$180	SL	7.000000000000	$0	$0
MAIL BOXES AND WALL	2006-05-24	$2,388	$2,388	SL	7.000000000000	$0	$0
2001 CHEVY TRUCK	2003-11-02	$28,732	$28,732	SL	5.000000000000	$0	$0
2005 CADILLAC ESCALADE	2005-04-18	$58,495	$58,495	SL	5.000000000000	$0	$0
MINERAL RIGHTS - DEPLETION	1993-01-23	$12,553,000	$12,553,000	SL		$0	$0	0.000000000000
TREES	2008-03-17	$2,539	$2,535	SL	15.000000000000	$0	$0
2008 CHEVY SILVERADO 3500	2008-02-28	$48,735	$48,735	SL	5.000000000000	$0	$0
AIR PURIFIER W/FLTRS BARN	2009-07-30	$1,522	$1,522	SL	5.000000000000	$0	$0
AIR PURIFIER W/FLTRS OFC	2009-07-30	$1,963	$1,963	SL	5.000000000000	$0	$0
XM RADIO CONFERENCE RM	2009-07-30	$484	$484	SL	5.000000000000	$0	$0
HONDA GENERATOR	2009-09-15	$2,086	$2,086	SL	5.000000000000	$0	$0
DESK W/SHELVING CREDENZAS	2009-12-01	$8,500	$8,500	SL	7.000000000000	$0	$0
SHELVING FOR OFFICE	2010-03-29	$11,451	$11,451	SL	7.000000000000	$0	$0
OFFICE BACKGROUND M	2009-04-14	$817	$817	SL	5.000000000000	$0	$0
LAND - TAYLOR RANCH	1994-01-01	$4,030,783		L		$0	$0
BUILDINGS - TAYLOR RANCH	1994-01-01	$288,217	$285,601	SL	27.500000000000	$0	$0
FENCING	2001-03-30	$4,660	$3,718	SL	27.500000000000	$169	$169
IMPROVEMENTS TO RED MTN	2005-07-15	$8,977	$5,787	SL	27.500000000000	$326	$326
FENCING	2007-06-25	$10,640	$6,095	SL	27.500000000000	$387	$387
WATERFALL/FOUNTAIN	2007-11-12	$519	$519	SL	15.000000000000	$0	$0
FENCING & GATE	2007-11-21	$1,352	$751	SL	27.500000000000	$49	$49
TAYLOR RANCH ROAD	2008-03-05	$54,971	$30,152	SL	27.500000000000	$1,999	$1,999
IMPROVEMENTS	2008-03-17	$8,473	$4,620	SL	27.500000000000	$308	$308
WATER WELLS	2007-12-31	$705,927	$276,040	SL	39.000000000000	$18,101	$18,101
IMPROVEMENTS	2008-03-17	$71,588	$39,045	SL	27.500000000000	$2,603	$2,603
LAND IMPROVEMENTS	2008-06-30	$241,475	$237,446	SL	15.000000000000	$4,025	$4,025
LAND IMPROVEMENTS	2008-09-30	$73,136	$70,702	SL	15.000000000000	$2,434	$2,434
LAND IMPROVEMENTS	2008-12-31	$194,107	$184,395	SL	15.000000000000	$9,705	$9,705
LAND IMPROVEMENTS	2009-03-31	$104,403	$97,440	SL	15.000000000000	$6,960	$6,960
ROOF	2008-07-15	$21,165	$11,357	SL	27.500000000000	$770	$770
WATER WELLS	2010-03-31	$268,770	$89,596	SL	39.000000000000	$6,892	$6,892
LAND - MAIN HOUSE	1993-08-01	$350,000		L		$0	$0
BUILDING - MAIN HOUSE	1993-08-01	$475,000	$475,000	SL	27.500000000000	$0	$0
BUILT-IN MICROWAVE	1996-01-03	$453	$436	SL	27.500000000000	$0	$0
HARDWOOD FLOORS	1999-04-16	$2,900	$2,512	SL	27.500000000000	$105	$105
DRAPERY	1999-03-01	$1,956	$1,704	SL	27.500000000000	$252	$252
FURNACE	2004-03-26	$1,864	$1,292	SL	27.500000000000	$68	$68
HOUSE RENOVATION	2004-10-13	$170,010	$114,367	SL	27.500000000000	$6,182	$6,182
WATER HEATER	2004-11-03	$685	$685	SL	7.000000000000	$0	$0
BATHROOM AND KITCHEN	2004-12-09	$1,257	$843	SL	27.500000000000	$46	$46
AIR CONDITIONING	2004-12-09	$1,323	$1,323	SL	7.000000000000	$0	$0
APPLIANCES	2004-08-11	$5,125	$5,125	SL	7.000000000000	$0	$0
DISHWASHER	2004-08-11	$1,121	$1,121	SL	7.000000000000	$0	$0
IMPROVEMENTS	2007-05-09	$600	$350	SL	27.500000000000	$22	$22
IMPROVEMENTS	2007-10-12	$6,880	$3,875	SL	27.500000000000	$250	$250
ROOF AND RAFTERS	2007-12-12	$35,778	$19,949	SL	27.500000000000	$1,301	$1,301
AWNINGS	2007-09-21	$2,077	$2,077	SL	7.000000000000	$0	$0
LAND - MUSIC STUDIO	1993-08-01	$275,000		L		$0	$0
BUILDING - MUSIC STUDIO	1993-08-01	$275,000	$275,000	SL	27.500000000000	$0	$0
IMPROVEMENTS	1993-12-01	$65,537	$65,135	SL	27.500000000000	$0	$0
WATER SOFTENER	1994-09-14	$850	$596	SL	39.000000000000	$22	$22
REFRIGERATOR	2004-03-16	$4,612	$4,612	SL	7.000000000000	$0	$0
OVENS	2004-03-16	$2,875	$2,875	SL	7.000000000000	$0	$0
KITCHEN APPLIANCES	2004-04-13	$1,487	$1,484	SL	7.000000000000	$0	$0
REFRIGERATOR/FREEZER	2005-03-31	$1,487	$1,484	SL	7.000000000000	$0	$0
WATER HEATER	2005-07-15	$337	$337	SL	7.000000000000	$0	$0
WASHER & DRYER	2005-09-12	$1,302	$1,302	SL	7.000000000000	$0	$0
TV AND ACCESSORIES	2006-08-11	$1,928	$1,928	SL	7.000000000000	$0	$0
WIRING, OUTLET, SUMP PUMP	2007-01-12	$1,255	$747	SL	27.500000000000	$46	$46
IMPROVEMENTS	2007-05-09	$600	$331	SL	27.500000000000	$22	$22
WINDOWS	2008-02-02	$26,289	$14,499	SL	27.500000000000	$956	$956
IMPROVEMENTS	2008-03-14	$12,426	$6,818	SL	27.500000000000	$452	$452
GATE	2007-12-03	$4,155	$2,315	SL	27.500000000000	$151	$151
IMPROVEMENTS	2009-02-15	$200,621	$103,346	SL	27.500000000000	$7,295	$7,295
IMPROVEMENTS - LAND	2009-02-15	$69,292	$65,436	SL	15.000000000000	$3,850	$3,850
FURNITURE	2008-04-09	$1,473	$1,470	SL	7.000000000000	$0	$0
FURNITURE	2008-05-12	$539	$539	SL	7.000000000000	$0	$0
FURNITURE	2008-10-20	$1,036	$1,036	SL	7.000000000000	$0	$0
FURNITURE	2009-02-10	$2,157	$2,157	SL	7.000000000000	$0	$0
FURNITURE	2009-02-10	$894	$894	SL	7.000000000000	$0	$0
FURNITURE	2009-02-10	$534	$534	SL	7.000000000000	$0	$0
FURNITURE	2009-03-10	$2,901	$2,901	SL	7.000000000000	$0	$0
FURNITURE	2009-03-10	$1,985	$1,985	SL	7.000000000000	$0	$0
IMPROVEMENTS - LANDSCAPING	2009-08-31	$50,303	$45,558	SL	15.000000000000	$3,354	$3,354
LAND - HOUSE/OFFICE/LOT	1996-01-01	$275,000		L		$0	$0
OFFICE - HOUSE/OFFICE/LOT	1996-01-01	$45,600	$31,855	SL	39.000000000000	$1,169	$1,169
FLOURESCENT LIGHTS	1997-04-03	$2,747	$2,747	SL	7.000000000000	$0	$0
LEASEHOLD IMPROVEMENTS	1999-09-01	$18,947	$16,249	SL	27.500000000000	$689	$689
LEASEHOLD IMPROVEMENTS	2000-09-01	$10,184	$8,356	SL	27.500000000000	$370	$370
LEASEHOLD IMPROVEMENTS	2001-09-01	$41,751	$32,764	SL	27.500000000000	$1,518	$1,518
WATER HEATER	2001-06-05	$521	$521	SL	7.000000000000	$0	$0
CONSTRUCTION IN PROGRESS	2003-03-31	$156,692	$103,039	SL	27.500000000000	$5,698	$5,698
CONSTRUCTION IN PROGRESS	2004-03-31	$454,814	$299,080	SL	27.500000000000	$16,539	$16,539
WATER SOFTENER	2004-04-06	$1,175	$1,175	SL	7.000000000000	$0	$0
CAMERA	2004-04-06	$1,925	$1,925	SL	7.000000000000	$0	$0
NEW GATE	2005-09-30	$6,132	$6,132	SL	15.000000000000	$0	$0
ROSE GARDEN	2006-02-09	$7,168	$7,168	SL	15.000000000000	$0	$0
MAIL BOXES	2006-03-29	$1,387	$1,387	SL	7.000000000000	$0	$0
PARKING AREA	2006-07-14	$28,003	$17,052	SL	27.500000000000	$1,018	$1,018
STORAGE UNIT IN BACK	2007-01-29	$71,808	$42,211	SL	27.500000000000	$2,611	$2,611
STORAGE UNIT	2007-04-13	$21,853	$12,720	SL	27.500000000000	$795	$795
IMPROVEMENTS	2007-05-21	$12,150	$6,998	SL	27.500000000000	$442	$442
IMPROVEMENTS	2007-08-13	$2,918	$1,661	SL	27.500000000000	$106	$106
VARIOUS OFFICE PRODUCTS	2007-08-17	$12,575	$12,575	SL	7.000000000000	$0	$0
LAND - STABLES/LOT	1996-01-01	$290,000				$0	$0	0.000000000000
STABLES - STABLES/LOT	1996-01-01	$10,000	$9,919	SL	27.500000000000	$0	$0
CAR PORT	1996-12-01	$2,919	$2,791	SL	27.500000000000	$106	$106
MOTION SEC LIGHTS & LABOR	1997-04-03	$801	$754	SL	27.500000000000	$29	$29
SHELVES/SHOP	1997-04-03	$354	$338	SL	27.500000000000	$13	$13
CONCRETE SLAB	1997-04-03	$860	$806	SL	27.500000000000	$31	$31
CONCRETE SLAB	1998-12-18	$4,088	$3,613	SL	27.500000000000	$149	$149
CEMENT WALL	1999-08-19	$764	$660	SL	27.500000000000	$28	$28
ROOF	2004-05-11	$15,560	$10,707	SL	27.500000000000	$566	$566
NEW BARN ADDITION	2005-12-31	$63,980	$40,141	SL	27.500000000000	$2,327	$2,327
ADD NEW BARN ADDITION	2007-02-28	$131,673	$77,007	SL	27.500000000000	$4,788	$4,788
IMPROVEMENTS	2007-05-09	$4,903	$2,833	SL	27.500000000000	$178	$178
CARPORT LIGHTS & MONITOR	2007-05-22	$1,592	$918	SL	27.500000000000	$58	$58
IMPROVEMENTS - CANYON	2007-08-31	$17,068	$9,677	SL	27.500000000000	$621	$621
IMPROVEMENTS	2007-10-12	$1,524	$853	SL	27.500000000000	$55	$55
BUILDING	2010-03-31	$46,538	$21,996	SL	27.500000000000	$1,692	$1,692
VACANT LOT	1994-01-01	$300,000		L		$0	$0
VACANT LOT	1996-01-01	$300,000		L		$0	$0
FENCE	1997-09-15	$2,995	$2,789	SL	27.500000000000	$109	$109
HOUSE - LCL RENTAL	1996-09-19	$144,400	$139,589	SL	27.500000000000	$4,811	$4,811
REFRIGERATOR	2003-03-31	$600	$600	SL	7.000000000000	$0	$0
REPAIRS, CLEANING, PAINT	2004-01-29	$33,296	$23,211	SL	27.500000000000	$1,211	$1,211
DISHWASHER	2004-02-12	$544	$544	SL	7.000000000000	$0	$0
OVEN STOVE TOP	2004-02-12	$818	$818	SL	7.000000000000	$0	$0
WASHER - DRYER	2004-02-12	$740	$740	SL	7.000000000000	$0	$0
BLINDS	2003-06-26	$3,049	$3,049	SL	7.000000000000	$0	$0
POND	2003-07-14	$718	$718	SL	15.000000000000	$0	$0
WATER SOFTENER	2004-04-06	$2,575	$2,575	SL	7.000000000000	$0	$0
ELECTRICAL WORK	2004-04-06	$1,000	$1,000	SL	7.000000000000	$0	$0
TIMBERMILL STORAGE BARN	2004-08-11	$2,499	$1,699	SL	27.500000000000	$91	$91
NEW WIRING	2006-02-10	$1,156	$721	SL	27.500000000000	$42	$42
NEW TILE	2005-11-09	$5,866	$3,710	SL	27.500000000000	$213	$213
LIGHTS	2006-12-15	$2,323	$1,372	SL	27.500000000000	$84	$84
CROWN MOLDING	2007-01-10	$1,052	$618	SL	27.500000000000	$38	$38
ELECTRICAL BOX AND WIRING	2007-04-06	$2,141	$1,248	SL	27.500000000000	$78	$78
IMPROVEMENTS	2007-07-13	$635	$362	SL	27.500000000000	$23	$23
OUTDOOR ELECTRICAL PANEL	2007-09-21	$3,883	$2,186	SL	27.500000000000	$141	$141
WASHER AND DRYER	2007-12-12	$3,726	$3,726	SL	7.000000000000	$0	$0
IMPROVEMENTS	2008-09-30	$293,820	$154,918	SL	27.500000000000	$10,684	$10,684
IMPROVEMENTS	2008-12-31	$222,218	$115,154	SL	27.500000000000	$8,081	$8,081
IMPROVEMENTS	2009-03-31	$17,177	$8,750	SL	27.500000000000	$625	$625
LCL REMODEL	2010-03-31	$12,250	$5,785	SL	27.500000000000	$445	$445
MINERAL RIGHTS AERA - DEPLETION	2004-10-01	$18,985,648	$18,985,648	SL		$0	$0	0.000000000000
LAND - WELTY PROPERTY	2011-03-31	$4,503,679		L		$0	$0
IMPROVEMENTS '10	2010-12-27	$37,660	$16,770	SL	27.500000000000	$1,369	$1,369
DRAPERIES	2011-03-01	$17,773	$17,773	SL	7.000000000000	$0	$0
IMPROVEMENTS '10	2010-07-01	$11,531	$5,342	SL	27.500000000000	$419	$419
FURNITURE	2010-07-01	$3,445	$3,445	SL	7.000000000000	$0	$0
SECURITY SYSTEM	2011-03-01	$1,646	$1,646	SL	7.000000000000	$0	$0
WOOD FLOORING FOR OFFICE	2014-12-05	$29,147	$8,833	SL	27.500000000000	$1,060	$1,060
NEW AIR CONDITIONING UNIT	2016-09-26	$8,843	$2,093	SL	27.500000000000	$322	$322
SECURITY SYSTEM	2011-03-01	$549	$549	SL	7.000000000000	$0	$0
NEW STORAGE SHED	2014-10-13	$90,310	$27,914	SL	27.500000000000	$3,284	$3,284
LAUNDRY ROOM - NEW FLOORING	2016-10-05	$4,535	$1,072	SL	27.500000000000	$165	$165
NEW STORAGE BUILDING	2016-09-16	$105,527	$24,941	SL	27.500000000000	$3,837	$3,837
LEAF BLOWER	2010-12-01	$533	$533	SL	5.000000000000	$0	$0
CONFERENCE ROOM FURNITURE	2010-07-01	$4,307	$4,307	SL	7.000000000000	$0	$0
OFFICE FURNISHINGS	2011-02-09	$4,261	$4,261	SL	7.000000000000	$0	$0
WATER WELLS #4	2011-03-31	$111,533	$89,232	SL	15.000000000000	$7,436	$7,436
REVERSE OSMOSIS SYSTEM	2011-03-31	$298,606	$298,606	SL	7.000000000000	$0	$0
CHEVROLET SILVERADO	2011-02-25	$46,997	$46,997	SL	5.000000000000	$0	$0
TEX TRAILER	2010-09-14	$2,153	$2,153	SL	5.000000000000	$0	$0
PROJECTOR	2011-05-05	$640	$640	SL	5.000000000000	$0	$0
IMPROVEMENTS '10	2010-03-31	$286,334	$135,356	SL	27.500000000000	$10,412	$10,412
IMPROVEMENTS '10	2010-03-31	$205,383	$97,084	SL	27.500000000000	$7,468	$7,468
HEDGE TRIMMER	2011-10-27	$640	$640	SL	5.000000000000	$0	$0
OFFICE CHAIRS	2011-11-15	$1,752	$1,752	SL	5.000000000000	$0	$0
LIFT GATE/2011 CHEVY SILVERADO	2011-04-13	$4,671	$4,671	SL	5.000000000000	$0	$0
FURNISHINGS - CONFERENCE ROOM	2011-05-05	$9,148	$9,148	SL	5.000000000000	$0	$0
OFFICE CHAIRS - CONFERENCE ROOM	2011-08-09	$3,504	$3,504	SL	5.000000000000	$0	$0
FURNISHINGS - CONFERENCE ROOM	2011-11-01	$26,649	$26,649	SL	5.000000000000	$0	$0
FURNISHINGS	2011-08-10	$51,593	$51,593	SL	5.000000000000	$0	$0
IMPROVEMENTS	2011-10-26	$61,490	$25,528	SL	27.500000000000	$2,236	$2,236
WATER WELLS	2012-03-31	$326,302	$239,283	SL	15.000000000000	$21,753	$21,753
SECURITY CAMERA	2012-03-09	$962	$962	SL	5.000000000000	$0	$0
REVERSE OSMOSIS SYSTEM	2012-01-17	$123,149	$123,149	SL	7.000000000000	$0	$0
FURNISHINGS	2011-06-05	$2,379	$2,379	SL	7.000000000000	$0	$0
FURNISHINGS	2011-11-01	$8,571	$8,568	SL	7.000000000000	$0	$0
STORAGE BUILDING	2010-11-23	$3,397	$1,488	SL	27.500000000000	$124	$124
LAND IMPROVEMENTS	2011-06-30	$194,829	$152,620	SL	15.000000000000	$12,989	$12,989
FURNISHINGS	2013-01-25	$9,476	$9,476	SL	5.000000000000	$0	$0
IMPROVEMENTS	2012-07-17	$17,072	$6,624	SL	27.500000000000	$621	$621
DEHUMIDIFIER	2013-01-25	$1,669	$1,669	SL	7.000000000000	$0	$0
FURNISHINGS	2013-01-25	$28,954	$28,954	SL	7.000000000000	$0	$0
PICTURE FRAMES	2013-03-31	$8,000	$8,000	SL	7.000000000000	$0	$0
STORAGE BUILDING	2012-10-01	$10,300	$3,937	SL	27.500000000000	$375	$375
CAMERA	2012-06-28	$7,346	$7,346	SL	5.000000000000	$0	$0
TABLE SAW	2012-07-17	$2,722	$2,722	SL	5.000000000000	$0	$0
WELDING MACHINE	2012-09-13	$4,478	$4,478	SL	5.000000000000	$0	$0
FILE CABINET	2012-07-17	$1,005	$1,005	SL	7.000000000000	$0	$0
TABLES - OFFICE	2012-10-25	$11,637	$11,637	SL	7.000000000000	$0	$0
FURNITURE	2012-11-27	$15,952	$15,952	SL	7.000000000000	$0	$0
FURNITURE	2013-01-25	$10,759	$10,759	SL	7.000000000000	$0	$0
PICTURE FRAMES	2013-03-31	$8,000	$8,000	SL	7.000000000000	$0	$0
WATER WELLS	2013-03-27	$458,685	$305,790	SL	15.000000000000	$30,579	$30,579
REVERSE OSMOSIS SYSTEM IMPROVEMENT	2013-01-17	$4,204	$4,204	SL	7.000000000000	$0	$0
IMPROVEMENTS	2013-03-21	$1,260	$460	SL	27.500000000000	$46	$46
WATER WELLS	2013-03-31	$115,035	$76,690	SL	15.000000000000	$7,669	$7,669
IMRPOVEMENTS - PALM TREES	2013-12-13	$9,586	$3,257	SL	27.500000000000	$349	$349
BACKPACK SPRAYERS	2013-08-06	$23,762	$23,762	SL	5.000000000000	$0	$0
WATER WELLS	2014-03-31	$285,236	$171,144	SL	15.000000000000	$19,016	$19,016
REVERSE OSMOSIS SYSTEM	2014-03-31	$309,274	$309,274	SL	7.000000000000	$0	$0
PLUMBING ADOBE	2015-01-17	$6,955	$3,789	SL	15.000000000000	$464	$464
IMPROVEMENTS - LANDSCAPING	2014-03-17	$1,923	$1,152	SL	15.000000000000	$128	$128
FURNISHINGS	2013-05-16	$14,542	$14,539	SL	7.000000000000	$0	$0
FURNISHINGS	2013-05-16	$11,410	$11,410	SL	7.000000000000	$0	$0
FURNISHINGS	2013-05-30	$3,931	$3,931	SL	7.000000000000	$0	$0
FURNISHINGS	2013-05-30	$975	$975	SL	7.000000000000	$0	$0
IMPROVEMENTS - LANDSCAPING	2014-07-29	$34,322	$19,829	SL	15.000000000000	$2,288	$2,288
DISCOVERY COMPUTER	2013-12-16	$4,116	$4,116	SL	5.000000000000	$0	$0
PICTURE FRAMES	2013-06-10	$4,536	$4,536	SL	7.000000000000	$0	$0
PICTURE FRAMES	2013-09-10	$2,406	$2,406	SL	7.000000000000	$0	$0
TABLES & CABINETS - OFFICE	2013-05-30	$6,048	$6,048	SL	7.000000000000	$0	$0
OFFICE CHAIRS - OFFICE	2013-07-16	$3,689	$3,689	SL	7.000000000000	$0	$0
OFFICE CHAIRS - OFFICE	2013-08-13	$3,328	$3,325	SL	7.000000000000	$0	$0
FILTRATION EQUIPMENT	2013-09-10	$714	$714	SL	5.000000000000	$0	$0
CONFERENCE TABLE ADOBE	2015-03-12	$1,944	$1,944	SL	5.000000000000	$0	$0
IMPROVEMENTS	2014-07-29	$160,913	$50,709	SL	27.500000000000	$5,851	$5,851
IMPROVEMENTS	2014-10-08	$64,684	$19,992	SL	27.500000000000	$2,352	$2,352
CONVENTION OVEN	2014-12-05	$5,456	$5,456	SL	7.000000000000	$0	$0
GARAGE DOOR	2015-02-27	$3,248	$3,248	SL	7.000000000000	$0	$0
DISHWASHER	2015-03-03	$2,232	$2,232	SL	7.000000000000	$0	$0
DRAPERIES & UPHOLESTRY	2014-12-05	$18,694	$18,694	SL	7.000000000000	$0	$0
HP 500 PRINTER	2014-04-30	$1,000	$1,000	SL	5.000000000000	$0	$0
HP COPIER	2014-10-02	$6,210	$6,210	SL	5.000000000000	$0	$0
APPLE IPAD	2014-10-27	$1,006	$1,006	SL	5.000000000000	$0	$0
NIKON CAMERA EQUIPMENT	2014-11-21	$1,897	$1,897	SL	5.000000000000	$0	$0
APPLE TABLETS (2)	2014-11-21	$2,020	$2,020	SL	5.000000000000	$0	$0
APPLE IPAD	2014-12-01	$1,006	$1,006	SL	5.000000000000	$0	$0
APPLE IPAD	2014-10-27	$898	$898	SL	5.000000000000	$0	$0
IMPROVEMENTS	2014-07-10	$151,692	$48,265	SL	27.500000000000	$5,516	$5,516
MONITORING WATER WELLS (3)	2014-10-31	$297,326	$166,835	SL	15.000000000000	$19,822	$19,822
OFFICE FURNITURE SHELVING	2014-09-02	$6,602	$6,602	SL	7.000000000000	$0	$0
REVERSE OSMOSIS EQUIPMENT	2014-11-05	$1,033,770	$1,033,770	SL	7.000000000000	$0	$0
WATER WELL	2023-09-30	$270,192		SL	15.000000000000	$9,006	$9,006
WATER WELL	2023-09-30	$337,360		SL	15.000000000000	$11,245	$11,245
REBUILDING ORIGINAL WATER WELL	2023-09-30	$123,825		SL	15.000000000000	$4,128	$4,128
REMODEL	2017-03-31	$147,853	$32,256	SL	27.500000000000	$5,376	$5,376
FURNISHINGS	2017-03-31	$83,703	$83,703	SL	5.000000000000	$0	$0
IMPROVEMENTS - TREES	2015-12-15	$4,387	$1,173	SL	27.500000000000	$160	$160
WATER EQUIPMENT	2015-07-24	$13,299	$13,299	SL	5.000000000000	$0	$0
LAUNDRY ROOM	2016-03-01	$6,110	$6,110	SL	7.000000000000	$0	$0
DRAPERIES & UPHOLESTRY	2015-04-07	$26,506	$26,506	SL	7.000000000000	$0	$0
FILING CABINET	2015-04-10	$15,751	$15,751	SL	7.000000000000	$0	$0
FILTRATION EQUIPMENT	2015-07-30	$10,089	$10,089	SL	5.000000000000	$0	$0
LAUNDRY ROOM	2016-08-04	$31,093	$7,540	SL	27.500000000000	$1,131	$1,131
FURNISHINGS	2015-06-02	$951	$951	SL	7.000000000000	$0	$0
WATER WELLS	2015-04-16	$69,968	$36,931	SL	15.000000000000	$4,665	$4,665
REVERSE OSMOSIS SYSTEM	2015-04-21	$16,072	$16,072	SL	7.000000000000	$0	$0
FURNISHINGS	2015-11-28	$1,800	$1,800	SL	7.000000000000	$0	$0
FURNISHINGS	2015-12-30	$1,440	$1,440	SL	7.000000000000	$0	$0
FURNISHINGS	2016-03-01	$1,435	$1,435	SL	7.000000000000	$0	$0
CABINET	2015-11-28	$2,250	$2,247	SL	7.000000000000	$0	$0
TABLES & PANELS	2015-12-30	$6,938	$6,938	SL	7.000000000000	$0	$0
BOOKCASE	2016-03-25	$2,500	$2,500	SL	7.000000000000	$0	$0
WATER WELLS	2015-05-15	$57,693	$30,448	SL	15.000000000000	$3,846	$3,846
WATER WELLS	2015-11-17	$158,450	$77,462	SL	15.000000000000	$10,563	$10,563
WATER WELLS	2015-12-23	$151,820	$73,377	SL	15.000000000000	$10,121	$10,121
WATER WELLS	2016-03-31	$127,928	$59,703	SL	15.000000000000	$8,529	$8,529
GARAGE	2016-03-31	$74,976	$19,082	SL	27.500000000000	$2,726	$2,726
WATER EQUIPMENT	2015-12-09	$8,852	$8,852	SL	5.000000000000	$0	$0
WATER EQUIPMENT	2016-03-30	$5,591	$5,591	SL	5.000000000000	$0	$0
GARAGE	2017-08-27	$694,175	$140,940	SL	27.500000000000	$25,243	$25,243
FIRE ALARMS	2016-07-15	$1,599	$1,599	SL	5.000000000000	$0	$0
WEED EATER	2016-07-15	$725	$725	SL	5.000000000000	$0	$0
TWO SMALL LATOPS (OFFICE)	2016-07-15	$4,648	$4,648	SL	5.000000000000	$0	$0
HP COLORJET PRINTER	2016-07-15	$3,027	$3,027	SL	5.000000000000	$0	$0
2016 FOR F-250 TRUCK	2016-08-13	$64,396	$64,396	SL	5.000000000000	$0	$0
TREES	2016-07-19	$364	$87	SL	27.500000000000	$13	$13
LANDSCAPING	2016-08-19	$3,920	$941	SL	27.500000000000	$143	$143
BEDROOM WING REMODEL	2017-03-31	$268,628	$58,608	SL	27.500000000000	$9,768	$9,768
LANDSCAPING	2016-09-26	$4,944	$1,170	SL	27.500000000000	$180	$180
LANDSCAPING	2016-09-26	$2,575	$611	SL	27.500000000000	$94	$94
LANDSCAPING	2016-11-21	$5,785	$1,330	SL	27.500000000000	$210	$210
LANDSCAPING	2016-12-20	$1,949	$444	SL	27.500000000000	$71	$71
TUBE TELEMETRY WITH HYDROVU	2016-04-11	$5,354	$5,354	SL	5.000000000000	$0	$0
CAMERA	2017-03-31	$868	$868	SL	5.000000000000	$0	$0
BRINE PROJECT	2017-04-07	$131,039	$28,590	SL	27.500000000000	$4,765	$4,765
WATER WELL #1	2016-09-27	$6,358	$2,756	SL	15.000000000000	$424	$424
WATER WELL #2	2016-09-27	$6,358	$2,756	SL	15.000000000000	$424	$424
WATER WELL #3	2016-04-19	$3,143	$1,452	SL	15.000000000000	$210	$210
WATER WELL #4	2016-09-27	$6,358	$2,756	SL	15.000000000000	$424	$424
WATER WELL #5	2016-12-22	$17,387	$7,244	SL	15.000000000000	$1,159	$1,159
WATER WELL #6	2016-09-27	$6,358	$2,756	SL	15.000000000000	$424	$424
WATER WELL #7	2016-09-27	$6,358	$2,756	SL	15.000000000000	$424	$424
WATER WELL #8	2016-09-27	$6,358	$2,756	SL	15.000000000000	$424	$424
WATER WELL #9	2016-09-27	$3,295	$1,430	SL	15.000000000000	$220	$220
WATER WELL #10	2016-09-27	$3,295	$1,430	SL	15.000000000000	$220	$220
WATER WELL #11	2016-11-30	$71,757	$30,299	SL	15.000000000000	$4,784	$4,784
WATER WELL #12	2016-11-30	$61,679	$26,043	SL	15.000000000000	$4,112	$4,112
WATER WELL #13	2017-03-20	$132,288	$52,914	SL	15.000000000000	$8,819	$8,819
BEACH WELL	2017-03-29	$179,956	$71,982	SL	15.000000000000	$11,997	$11,997
LANDSCAPING	2016-09-26	$1,762	$761	SL	15.000000000000	$117	$117
WASHER & DRYER	2016-07-15	$5,043	$4,860	SL	7.000000000000	$180	$180
STEREO, SPEAKERS, BASE STATION	2016-11-24	$1,455	$1,317	SL	7.000000000000	$138	$138
RUG	2016-11-10	$2,360	$2,162	SL	7.000000000000	$198	$198
RUG	2017-03-24	$1,799	$1,542	SL	7.000000000000	$257	$257
CONFERENCE ROOM CHAIRS (10)	2016-08-04	$28,187	$26,846	SL	7.000000000000	$1,341	$0
HAY BARN	2018-01-08	$16,718	$3,192	SL	27.500000000000	$608	$608
ADOBE / GARAGE	2017-08-25	$15,357	$3,116	SL	27.500000000000	$558	$558
BURMA SUMP FILLED	2017-04-07	$21,745	$4,746	SL	27.500000000000	$791	$791
LANDSCAPING	2017-05-11	$8,719	$1,876	SL	27.500000000000	$317	$317
ROAD	2017-10-18	$16,148	$3,180	SL	27.500000000000	$587	$587
WATER WELL	2023-09-30	$889,636		SL	15.000000000000	$29,655	$29,655
STORAGE CONTAINERS	2017-07-14	$3,004	$3,004	SL	5.000000000000	$0	$0
BEDROOM REMODEL	2017-09-01	$228,550	$46,403	SL	27.500000000000	$8,311	$8,311
IMPROVEMENTS	2017-06-01	$87,021	$18,457	SL	27.500000000000	$3,164	$3,164
LANDSCAPING	2017-12-01	$14,112	$2,736	SL	27.500000000000	$513	$513
ROOMS REMODEL	2018-02-01	$27,405	$5,151	SL	27.500000000000	$997	$997
LANDSCAPING	2018-01-01	$12,069	$4,226	SL	15.000000000000	$805	$805
LAND IMPROVEMENTS	2017-08-01	$321,594	$66,266	SL	27.500000000000	$11,694	$11,694
WINDOW SHADES	2017-10-20	$1,963	$1,517	SL	7.000000000000	$280	$280
FENCING HILLSIDE	2016-09-26	$20,532	$8,898	SL	15.000000000000	$1,369	$1,369
MODIFICATIONS TO 2016 F-250 TRUCK	2016-09-23	$30,038	$30,038	SL	5.000000000000	$0	$0
LANDSCAPING	2017-09-01	$311,849	$63,315	SL	27.500000000000	$11,340	$11,340
LANDSCAPING - WATER WELL #1	2018-03-31	$122,307	$40,770	SL	15.000000000000	$8,154	$8,154
LANDSCAPING - WATER WELL #2	2018-03-31	$214,265	$71,420	SL	15.000000000000	$14,284	$14,284
IMPROVEMENTS	2018-02-01	$26,703	$5,017	SL	27.500000000000	$971	$971
CARPORT ROOF	2022-08-19	$14,711	$312	SL	27.500000000000	$535	$535
COMPUTER (BRETT)	2017-05-01	$3,694	$3,694	SL	5.000000000000	$0	$0
COMPUTER (JARED)	2017-11-22	$3,491	$3,491	SL	5.000000000000	$0	$0
COMPUTER (OFFICE)	2017-05-22	$8,415	$8,415	SL	5.000000000000	$0	$0
PRINTER (BRETT)	2017-05-22	$463	$463	SL	5.000000000000	$0	$0
PRINTER (JENNY)	2017-05-22	$593	$593	SL	5.000000000000	$0	$0
REBUILDING ORIGINAL WATER WELL	2023-09-30	$44,083		SL	15.000000000000	$1,469	$1,469
WATER WELL #2	2023-09-30	$107,422		SL	15.000000000000	$3,581	$3,581
WATER WELLS	2018-03-31	$8,656	$2,885	SL	15.000000000000	$577	$577
PEPPER TREES	2022-10-27	$1,438	$40	SL	15.000000000000	$96	$96
EV CHARGING STATION	2022-11-16	$4,185	$51	SL	27.500000000000	$152	$152
REVERSE OSMOSIS EQUIPMENT	2018-02-01	$91,656	$67,652	SL	7.000000000000	$13,094	$13,094
TAYLOR RANCH REMODEL/GARAGE	2019-03-31	$627,795	$91,316	SL	27.500000000000	$22,829	$22,829
FENCING	2019-03-31	$7,896	$2,104	SL	15.000000000000	$526	$526
HAY BARN	2021-01-10	$364,269	$29,804	SL	27.500000000000	$13,246	$13,246
FENCE	2019-03-31	$5,600	$1,492	SL	15.000000000000	$373	$373
EXTERIOR LIGHTING	2018-06-01	$5,200	$3,591	SL	7.000000000000	$743	$743
STORAGE CONTAINERS	2019-03-31	$2,518	$1,440	SL	7.000000000000	$360	$360
DOUBLE OVEN	2018-10-19	$2,241	$1,979	SL	5.000000000000	$262	$262
ROOF	2019-03-01	$4,188	$621	SL	27.500000000000	$152	$152
PATIO STORAGE STRUCTURE	2018-05-16	$3,681	$2,542	SL	7.000000000000	$526	$526
LIGHT FIXTURE	2018-09-11	$2,668	$1,746	SL	7.000000000000	$381	$381
STORAGE CONTAINERS	2019-03-31	$2,518	$1,440	SL	7.000000000000	$360	$360
CUSTOM STORAGE CONTAINERS	2019-03-31	$17,786	$10,164	SL	7.000000000000	$2,541	$2,541
STORAGE CONTAINERS	2019-01-02	$10,498	$6,375	SL	7.000000000000	$1,500	$1,500
WOOD FLOORING	2018-06-13	$9,648	$1,696	SL	27.500000000000	$351	$351
WOODEN STORAGE BOX	2019-03-31	$2,518	$1,440	SL	7.000000000000	$360	$360
COMPUTER (JARED)	2018-11-29	$2,730	$2,366	SL	5.000000000000	$364	$0
HEDGE TRIMMER	2018-07-27	$544	$509	SL	5.000000000000	$35	$0
COMPUTER MONITOR (NCB)	2018-09-20	$599	$540	SL	5.000000000000	$59	$0
GENERATOR	2018-12-21	$1,098	$935	SL	5.000000000000	$163	$0
LAPTOP COMPUTER (BRAD)	2019-01-28	$2,777	$2,313	SL	5.000000000000	$464	$0
WOODEN STORAGE BOX	2019-03-31	$4,558	$2,604	SL	7.000000000000	$651	$0
TOMMY GATE FOR SILVERADO	2019-01-30	$6,555	$5,463	SL	5.000000000000	$1,092	$0
WATER HEATER	2018-12-26	$4,408	$2,677	SL	7.000000000000	$630	$630
CARRIAGE HOUSE	2019-03-31	$1,766,977	$257,016	SL	27.500000000000	$64,254	$64,254
ADOBE / GARAGE	2020-02-25	$718,157	$80,521	SL	27.500000000000	$26,115	$26,115
CARRIAGE HOUSE / MS LOT	2019-08-12	$4,511	$601	SL	27.500000000000	$164	$164
VAPOR BARRIER & CRAWL SPACE	2019-06-10	$15,972	$2,227	SL	27.500000000000	$581	$581
WATER SOFTENER	2019-10-11	$1,550	$196	SL	27.500000000000	$56	$56
FURNISHINGS FOR MS	2020-01-21	$1,515	$684	SL	7.000000000000	$216	$216
HOT WATER HEATER	2019-04-12	$5,853	$3,344	SL	7.000000000000	$836	$836
COPIER / PRINTER	2019-05-21	$8,524	$6,536	SL	5.000000000000	$1,705	$0
A/C CONDENSER SYSTEM	2019-08-12	$6,377	$851	SL	27.500000000000	$232	$0
COMPUTER (JARED)	2019-09-13	$5,296	$3,795	SL	5.000000000000	$1,059	$0
REFRIGERATOR	2019-09-13	$2,792	$2,000	SL	5.000000000000	$558	$0
APPLE IPAD - SB	2019-10-21	$921	$629	SL	5.000000000000	$184	$0
APPLE IPAD - AV	2019-10-21	$1,094	$748	SL	5.000000000000	$219	$0
PRINTER - SH	2020-02-25	$489	$302	SL	5.000000000000	$98	$0
COMPUTER - SH	2020-02-25	$1,782	$1,098	SL	5.000000000000	$356	$0
NEW COMPUTER (JB)	2020-05-25	$4,968	$2,816	SL	5.000000000000	$994	$0
NEW COMPUTER (NB)	2020-07-23	$3,509	$1,872	SL	5.000000000000	$702	$0
WATER WELL #4	2023-03-31	$570,358		SL	15.000000000000	$38,024	$38,024
K-RAIL FENCE/FLOOD PROTECTION	2019-04-12	$11,194	$2,984	SL	15.000000000000	$746	$746
ADOBE GARAGE, ELECTRIC WIRING	2020-12-30	$87,307	$7,144	SL	27.500000000000	$3,175	$3,175
ADOBE LANDSCAPING	2020-12-30	$111,304	$16,695	SL	15.000000000000	$7,420	$7,420
WELTY ROAD IMPROVEMENTS	2021-04-16	$49,576	$6,335	SL	15.000000000000	$3,305	$3,305
SPEAKERS AND AMPS	2020-10-22	$1,137	$549	SL	5.000000000000	$227	$227
SECURITY CAMERAS	2021-01-21	$2,400	$1,040	SL	5.000000000000	$480	$480
COMPUTER FOR PUMP BUILDING	2021-01-22	$1,756	$761	SL	5.000000000000	$351	$351
ROLL-UP DOORS ON BARN	2020-11-05	$6,863	$604	SL	27.500000000000	$250	$250
ADDITIONAL WORK ON BARN	2020-12-10	$9,785	$831	SL	27.500000000000	$356	$356
WATER WELL #14	2023-03-31	$1,013,191		SL	15.000000000000	$67,546	$67,546
BEACH WELL #2	2023-03-31	$355,496		SL	15.000000000000	$23,700	$23,700
LANDSCAPING - PLANTS	2021-09-09	$836	$89	SL	15.000000000000	$56	$56
CAMERAS/MOTION SENSORS	2021-07-15	$900	$315	SL	5.000000000000	$180	$180
ATV	2022-01-19	$24,167	$5,639	SL	5.000000000000	$4,833	$4,833
SPRAYER - WEEDS	2022-02-15	$4,924	$1,149	SL	5.000000000000	$985	$985
LAND IMPROVEMENTS - FENCING	2023-04-01	$245,737		SL	15.000000000000	$16,382	$16,382
LAND IMPROVEMENTS - CATCH BASIN	2023-04-01	$85,389		SL	15.000000000000	$5,693	$5,693
LAND IMPROVEMENTS - DRAINAGE	2023-04-01	$84,281		SL	15.000000000000	$5,619	$5,619
WATER WELL #2 AND BEACH WELL #2 - ADDITIONAL COST	2023-03-31	$570,313		SL	15.000000000000	$38,021	$38,021
WATER HEATER	2022-05-13	$3,428	$449	SL	7.000000000000	$490	$490
STABLES/LOT/CARPORT - TREES PLANTED	2021-06-01	$2,122	$259	SL	15.000000000000	$141	$141
LANDSCAPING - PLANTS	2022-06-27	$3,609	$180	SL	15.000000000000	$241	$241
LANDSCAPING - PEPPER TREES	2022-10-27	$1,438	$40	SL	15.000000000000	$96	$96
LAND IMPROVEMENTS - CATCH BASIN	2023-04-01	$654,190		SL	15.000000000000	$43,613	$43,613
LAND IMPROVEMENTS - FENCING	2023-04-01	$725,660		SL	15.000000000000	$48,377	$48,377
WATER WELL #14	2023-03-31	$119,081		SL	15.000000000000	$7,939	$7,939
REFRIGERATOR	2019-06-25	$10,099	$5,411	SL	7.000000000000	$1,443	$1,443
COOKTOP	2019-10-21	$2,324	$1,134	SL	7.000000000000	$332	$332
BEACH WELL	2023-03-31	$11,989		SL	15.000000000000	$799	$799
PRESSURE REGULATOR	2022-04-25	$1,346	$176	SL	7.000000000000	$192	$192
DRYER	2023-02-13	$1,440	$34	SL	7.000000000000	$206	$206
WATER WELL #1	2023-09-30	$397,926		SL	15.000000000000	$13,264	$13,264
WATER WELL #2	2023-09-30	$399,576		SL	15.000000000000	$13,319	$13,319
WATER WELL #1	2023-09-30	$151,558		SL	15.000000000000	$5,052	$5,052
WATER WELL #2	2023-09-30	$151,558		SL	15.000000000000	$5,052	$5,052
WATER WELL #1	2023-09-30	$41,473		SL	15.000000000000	$1,382	$1,382
WATER WELL #2	2023-09-30	$38,075		SL	15.000000000000	$1,269	$1,269
WATER WELL #1	2023-09-30	$50,670		SL	15.000000000000	$1,689	$1,689
WATER WELL #2	2023-09-30	$50,670		SL	15.000000000000	$1,689	$1,689
SANTA BARBARA WATER WELL #1 - ADDITIONAL COST	2023-09-30	$8,446		SL	15.000000000000	$282	$282
SANTA BARBARA WATER WELL #2 - ADDITIONAL COST	2023-09-30	$12,060		SL	15.000000000000	$402	$402
SANTA BARBARA WATER WELL #1 - ADDITIONAL COST	2024-03-31	$124,947		SL	15.000000000000	$0	$0
SANTA BARBARA WATER WELL #2 - ADDITIONAL COST	2024-03-31	$112,565		SL	15.000000000000	$0	$0
SPEAKERS AND AMPS	2020-10-22	$1,137	$549	SL	5.000000000000	$227	$227
NEW AIR CONDITIONER	2020-12-04	$2,950	$1,377	SL	5.000000000000	$590	$590
FURNITURE/FIXTURES - TV	2021-08-24	$2,204	$698	SL	5.000000000000	$441	$441
FURNITURE/FIXTURES - SECURITY	2021-08-16	$4,500	$1,425	SL	5.000000000000	$900	$900
MAJOR LANDSCAPING - MS LANDSCAPING	2021-08-04	$2,548	$283	SL	15.000000000000	$170	$170
MAJOR LANDSCAPING - PLANTS/IRRIGATION	2021-09-23	$2,231	$223	SL	15.000000000000	$149	$149
ATTIC INSULATION	2023-03-14	$10,430	$32	SL	27.500000000000	$379	$379
AIR COMPRESSOR FOR SHOP	2020-07-23	$1,562	$832	SL	5.000000000000	$312	$0
NEW COMPUTER (BB) - DESKTOP	2020-08-27	$3,560	$1,839	SL	5.000000000000	$712	$0
NEW COMPUTER - LAPTOP	2020-08-27	$3,021	$1,560	SL	5.000000000000	$604	$0
NEW COMPUTER	2021-01-15	$945	$425	SL	5.000000000000	$189	$0
100 FT SEWER CAMERA	2021-03-26	$1,293	$518	SL	5.000000000000	$259	$0
ELECTRIC EEL SNAKE KIT	2021-03-26	$2,585	$1,034	SL	5.000000000000	$517	$0
PC LAPTOP	2021-06-01	$4,238	$1,554	SL	5.000000000000	$848	$0
FILE CABINET	2021-08-04	$601	$143	SL	7.000000000000	$86	$0
LENOVO PC	2021-09-23	$2,355	$707	SL	5.000000000000	$471	$0
JACK HAMMER	2021-09-23	$299	$90	SL	5.000000000000	$60	$0
BACKPACK BLOWER	2022-03-22	$718	$144	SL	5.000000000000	$574	$0
CHAINSAW & WEED EATER HEAD	2022-03-22	$2,240	$448	SL	5.000000000000	$1,792	$0
TABLET (NCB)	2022-06-27	$1,572	$236	SL	5.000000000000	$314	$0
COMPUTER (BRAD)	2022-10-27	$2,940	$245	SL	5.000000000000	$588	$0
LAND IMPROVEMENTS - FENCING	2024-03-31	$719,573		NC	15.000000000000	$0	$0
DRAPERIES	2023-11-17	$17,932		SL	7.000000000000	$854	$854
WASHER & DRYER	2023-12-26	$4,012		NC	7.000000000000	$0	$0
WASHER & DRYER	2024-02-20	$2,741		SL	7.000000000000	$33	$33
CARPORT LIGHTING	2023-07-07	$6,683		SL	5.000000000000	$1,002	$1,002
DISHWASHER	2023-07-07	$2,102		SL	7.000000000000	$225	$225
SOLATUBES	2024-03-21	$2,961		SL	27.500000000000	$0	$0
COMPUTER/MONITOR/PRINTER (BRAD)	2023-06-27	$4,882		SL	5.000000000000	$732	$0
AIR FRESHENERS (OFFICE)	2023-06-27	$1,500		SL	5.000000000000	$225	$0
DESKTOP COMPUTER (NCB)	2023-09-18	$1,164		SL	5.000000000000	$116	$0
PRINTER (JENNA)	2023-09-18	$1,385		SL	5.000000000000	$139	$0
MONITORS & SPEAKERS (NCB)	2023-11-20	$1,007		SL	5.000000000000	$67	$0
PRINTER (JENNA)	2023-11-20	$631		SL	5.000000000000	$42	$0
PRINTER (NCB)	2024-02-20	$524		SL	5.000000000000	$9	$0
FILE CABINET (JARED)	2024-03-25	$611		SL	7.000000000000	$0	$0
LAPTOP (ANNA)	2024-03-25	$860		SL	5.000000000000	$0	$0
2024 GMC YUKON DENALI	2024-01-26	$116,368		SL	5.000000000000	$3,879	$0
SHED - WATER WELL #14	2024-03-31	$25,058		SL	15.000000000000	$0	$0
BEACH WELL - ADDITIONAL COST	2024-03-31	$7,357		SL	15.000000000000	$0	$0
REVERSE OSMOSIS SYSTEM	2023-08-20	$87,021		SL	7.000000000000	$7,252	$7,252
GENERATOR COST FROM #438	2014-03-31	$118,035	$118,035	SL	7.000000000000	$0	$0
ROOF/TILE	2024-03-20	$670		NC	27.500000000000	$0	$0
PACK BLOWER	2024-02-08	$750		SL	5.000000000000	$25	$0
CHAINSAW	2024-02-08	$403		SL	5.000000000000	$13	$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	COMMON AND PREFERRED STOCK	StockNm
EOY Book Value	$44,318,163	EOYBookValueAmt
EOYFMV	$99,205,416	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$33,689,956	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$33,835,253	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (338 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
LAND - TAYLOR RANCH	$4,030,783	$0	$4,030,783
BUILDINGS - TAYLOR RANCH	$288,217	$285,601	$2,616
FENCING	$4,660	$3,887	$773
IMPROVEMENTS TO RED MTN	$8,977	$6,113	$2,864
FENCING	$10,640	$6,482	$4,158
WATERFALL/FOUNTAIN	$519	$519	$0
FENCING & GATE	$1,352	$800	$552
TAYLOR RANCH ROAD	$54,971	$32,151	$22,820
IMPROVEMENTS	$8,473	$4,928	$3,545
WATER WELLS	$705,927	$294,141	$411,786
IMPROVEMENTS	$71,588	$41,648	$29,940
LAND IMPROVEMENTS	$241,475	$241,471	$4
LAND IMPROVEMENTS	$73,136	$73,136	$0
LAND IMPROVEMENTS	$194,107	$194,100	$7
LAND IMPROVEMENTS	$104,403	$104,400	$3
ROOF	$21,165	$12,127	$9,038
WATER WELLS	$268,770	$96,488	$172,282
LAND - MAIN HOUSE	$350,000	$0	$350,000
BUILDING - MAIN HOUSE	$475,000	$475,000	$0
BUILT-IN MICROWAVE	$453	$436	$17
HARDWOOD FLOORS	$2,900	$2,617	$283
FURNACE	$1,864	$1,360	$504
HOUSE RENOVATION	$170,010	$120,549	$49,461
WATER HEATER	$685	$685	$0
BATHROOM AND KITCHEN	$1,257	$889	$368
AIR CONDITIONING	$1,323	$1,323	$0
APPLIANCES	$5,125	$5,125	$0
DISHWASHER	$1,121	$1,121	$0
IMPROVEMENTS	$600	$372	$228
IMPROVEMENTS	$6,880	$4,125	$2,755
ROOF AND RAFTERS	$35,778	$21,250	$14,528
AWNINGS	$2,077	$2,077	$0
LAND - MUSIC STUDIO	$275,000	$0	$275,000
BUILDING - MUSIC STUDIO	$275,000	$275,000	$0
IMPROVEMENTS	$65,537	$65,135	$402
WATER SOFTENER	$850	$618	$232
REFRIGERATOR	$4,612	$4,612	$0
OVENS	$2,875	$2,875	$0
KITCHEN APPLIANCES	$1,487	$1,484	$3
REFRIGERATOR/FREEZER	$1,487	$1,484	$3
WATER HEATER	$337	$337	$0
WASHER & DRYER	$1,302	$1,302	$0
TV AND ACCESSORIES	$1,928	$1,928	$0
WIRING, OUTLET, SUMP PUMP	$1,255	$793	$462
IMPROVEMENTS	$600	$353	$247
WINDOWS	$26,289	$15,455	$10,834
IMPROVEMENTS	$12,426	$7,270	$5,156
GATE	$4,155	$2,466	$1,689
IMPROVEMENTS	$200,621	$110,641	$89,980
IMPROVEMENTS - LAND	$69,292	$69,286	$6
FURNITURE	$1,473	$1,470	$3
FURNITURE	$539	$539	$0
FURNITURE	$1,036	$1,036	$0
FURNITURE	$2,157	$2,157	$0
FURNITURE	$894	$894	$0
FURNITURE	$534	$534	$0
FURNITURE	$2,901	$2,901	$0
FURNITURE	$1,985	$1,985	$0
IMPROVEMENTS - LANDSCAPING	$50,303	$48,912	$1,391
LAND - HOUSE/OFFICE/LOT	$275,000	$0	$275,000
OFFICE - HOUSE/OFFICE/LOT	$45,600	$33,024	$12,576
FLOURESCENT LIGHTS	$2,747	$2,747	$0
LEASEHOLD IMPROVEMENTS	$18,947	$16,938	$2,009
LEASEHOLD IMPROVEMENTS	$10,184	$8,726	$1,458
LEASEHOLD IMPROVEMENTS	$41,751	$34,282	$7,469
WATER HEATER	$521	$521	$0
CONSTRUCTION IN PROGRESS	$156,692	$108,737	$47,955
CONSTRUCTION IN PROGRESS	$454,814	$315,619	$139,195
WATER SOFTENER	$1,175	$1,175	$0
CAMERA	$1,925	$1,925	$0
NEW GATE	$6,132	$6,132	$0
ROSE GARDEN	$7,168	$7,168	$0
MAIL BOXES	$1,387	$1,387	$0
PARKING AREA	$28,003	$18,070	$9,933
STORAGE UNIT IN BACK	$71,808	$44,822	$26,986
STORAGE UNIT	$21,853	$13,515	$8,338
IMPROVEMENTS	$12,150	$7,440	$4,710
IMPROVEMENTS	$2,918	$1,767	$1,151
VARIOUS OFFICE PRODUCTS	$12,575	$12,575	$0
LAND - STABLES/LOT	$290,000	$0	$290,000
STABLES - STABLES/LOT	$10,000	$9,919	$81
CAR PORT	$2,919	$2,897	$22
MOTION SEC LIGHTS & LABOR	$801	$783	$18
SHELVES/SHOP	$354	$351	$3
CONCRETE SLAB	$860	$837	$23
CONCRETE SLAB	$4,088	$3,762	$326
CEMENT WALL	$764	$688	$76
ROOF	$15,560	$11,273	$4,287
NEW BARN ADDITION	$63,980	$42,468	$21,512
ADD NEW BARN ADDITION	$131,673	$81,795	$49,878
IMPROVEMENTS	$4,903	$3,011	$1,892
CARPORT LIGHTS & MONITOR	$1,592	$976	$616
IMPROVEMENTS - CANYON	$17,068	$10,298	$6,770
IMPROVEMENTS	$1,524	$908	$616
BUILDING	$46,538	$23,688	$22,850
VACANT LOT	$300,000	$0	$300,000
VACANT LOT	$300,000	$0	$300,000
FENCE	$2,995	$2,898	$97
HOUSE - LCL RENTAL	$144,400	$144,400	$0
REFRIGERATOR	$600	$600	$0
REPAIRS, CLEANING, PAINT	$33,296	$24,422	$8,874
DISHWASHER	$544	$544	$0
OVEN STOVE TOP	$818	$818	$0
WASHER - DRYER	$740	$740	$0
BLINDS	$3,049	$3,049	$0
POND	$718	$718	$0
WATER SOFTENER	$2,575	$2,575	$0
ELECTRICAL WORK	$1,000	$1,000	$0
TIMBERMILL STORAGE BARN	$2,499	$1,790	$709
NEW WIRING	$1,156	$763	$393
NEW TILE	$5,866	$3,923	$1,943
LIGHTS	$2,323	$1,456	$867
CROWN MOLDING	$1,052	$656	$396
ELECTRICAL BOX AND WIRING	$2,141	$1,326	$815
IMPROVEMENTS	$635	$385	$250
OUTDOOR ELECTRICAL PANEL	$3,883	$2,327	$1,556
WASHER AND DRYER	$3,726	$3,726	$0
IMPROVEMENTS	$293,820	$165,602	$128,218
IMPROVEMENTS	$222,218	$123,235	$98,983
IMPROVEMENTS	$17,177	$9,375	$7,802
LCL REMODEL	$12,250	$6,230	$6,020
LAND - WELTY PROPERTY	$4,503,679	$0	$4,503,679
IMPROVEMENTS '10	$37,660	$18,139	$19,521
IMPROVEMENTS '10	$11,531	$5,761	$5,770
FURNITURE	$3,445	$3,445	$0
SECURITY SYSTEM	$1,646	$1,646	$0
WOOD FLOORING FOR OFFICE	$29,147	$9,893	$19,254
NEW AIR CONDITIONING UNIT	$8,843	$2,415	$6,428
SECURITY SYSTEM	$549	$549	$0
NEW STORAGE SHED	$90,310	$31,198	$59,112
LAUNDRY ROOM - NEW FLOORING	$4,535	$1,237	$3,298
NEW STORAGE BUILDING	$105,527	$28,778	$76,749
WATER WELLS #4	$111,533	$96,668	$14,865
REVERSE OSMOSIS SYSTEM	$298,606	$298,606	$0
IMPROVEMENTS '10	$286,334	$145,768	$140,566
IMPROVEMENTS '10	$205,383	$104,552	$100,831
FURNISHINGS	$51,593	$51,593	$0
IMPROVEMENTS	$61,490	$27,764	$33,726
WATER WELLS	$326,302	$261,036	$65,266
REVERSE OSMOSIS SYSTEM	$123,149	$123,149	$0
FURNISHINGS	$2,379	$2,379	$0
FURNISHINGS	$8,571	$8,568	$3
STORAGE BUILDING	$3,397	$1,612	$1,785
LAND IMPROVEMENTS	$194,829	$165,609	$29,220
FURNISHINGS	$9,476	$9,476	$0
IMPROVEMENTS	$17,072	$7,245	$9,827
DEHUMIDIFIER	$1,669	$1,669	$0
FURNISHINGS	$28,954	$28,954	$0
PICTURE FRAMES	$8,000	$8,000	$0
STORAGE BUILDING	$10,300	$4,312	$5,988
WATER WELLS	$458,685	$336,369	$122,316
REVERSE OSMOSIS SYSTEM IMPROVEMENT	$4,204	$4,204	$0
IMPROVEMENTS	$1,260	$506	$754
WATER WELLS	$115,035	$84,359	$30,676
IMRPOVEMENTS - PALM TREES	$9,586	$3,606	$5,980
BACKPACK SPRAYERS	$23,762	$23,762	$0
WATER WELLS	$285,236	$190,160	$95,076
REVERSE OSMOSIS SYSTEM	$309,274	$309,274	$0
PLUMBING ADOBE	$6,955	$4,253	$2,702
IMPROVEMENTS - LANDSCAPING	$1,923	$1,280	$643
FURNISHINGS	$14,542	$14,539	$3
FURNISHINGS	$11,410	$11,410	$0
FURNISHINGS	$3,931	$3,931	$0
FURNISHINGS	$975	$975	$0
IMPROVEMENTS - LANDSCAPING	$34,322	$22,117	$12,205
CONFERENCE TABLE ADOBE	$1,944	$1,944	$0
IMPROVEMENTS	$160,913	$56,560	$104,353
IMPROVEMENTS	$64,684	$22,344	$42,340
CONVENTION OVEN	$5,456	$5,456	$0
GARAGE DOOR	$3,248	$3,248	$0
DISHWASHER	$2,232	$2,232	$0
DRAPERIES & UPHOLESTRY	$18,694	$18,694	$0
IMPROVEMENTS	$151,692	$53,781	$97,911
MONITORING WATER WELLS (3)	$297,326	$186,657	$110,669
REVERSE OSMOSIS EQUIPMENT	$1,033,770	$1,033,770	$0
WATER WELL	$270,192	$9,006	$261,186
WATER WELL	$337,360	$11,245	$326,115
REBUILDING ORIGINAL WATER WELL	$123,825	$4,128	$119,697
REMODEL	$147,853	$37,632	$110,221
FURNISHINGS	$83,703	$83,703	$0
IMPROVEMENTS - TREES	$4,387	$1,333	$3,054
WATER EQUIPMENT	$13,299	$13,299	$0
LAUNDRY ROOM	$6,110	$6,110	$0
DRAPERIES & UPHOLESTRY	$26,506	$26,506	$0
LAUNDRY ROOM	$31,093	$8,671	$22,422
WATER WELLS	$69,968	$41,596	$28,372
REVERSE OSMOSIS SYSTEM	$16,072	$16,072	$0
CABINET	$2,250	$2,247	$3
TABLES & PANELS	$6,938	$6,938	$0
BOOKCASE	$2,500	$2,500	$0
WATER WELLS	$57,693	$34,294	$23,399
WATER WELLS	$158,450	$88,025	$70,425
WATER WELLS	$151,820	$83,498	$68,322
WATER WELLS	$127,928	$68,232	$59,696
GARAGE	$74,976	$21,808	$53,168
WATER EQUIPMENT	$8,852	$8,852	$0
WATER EQUIPMENT	$5,591	$5,591	$0
GARAGE	$694,175	$166,183	$527,992
TREES	$364	$100	$264
LANDSCAPING	$3,920	$1,084	$2,836
BEDROOM WING REMODEL	$268,628	$68,376	$200,252
LANDSCAPING	$4,944	$1,350	$3,594
LANDSCAPING	$2,575	$705	$1,870
LANDSCAPING	$5,785	$1,540	$4,245
LANDSCAPING	$1,949	$515	$1,434
TUBE TELEMETRY WITH HYDROVU	$5,354	$5,354	$0
CAMERA	$868	$868	$0
BRINE PROJECT	$131,039	$33,355	$97,684
WATER WELL #1	$6,358	$3,180	$3,178
WATER WELL #2	$6,358	$3,180	$3,178
WATER WELL #3	$3,143	$1,662	$1,481
WATER WELL #4	$6,358	$3,180	$3,178
WATER WELL #5	$17,387	$8,403	$8,984
WATER WELL #6	$6,358	$3,180	$3,178
WATER WELL #7	$6,358	$3,180	$3,178
WATER WELL #8	$6,358	$3,180	$3,178
WATER WELL #9	$3,295	$1,650	$1,645
WATER WELL #10	$3,295	$1,650	$1,645
WATER WELL #11	$71,757	$35,083	$36,674
WATER WELL #12	$61,679	$30,155	$31,524
WATER WELL #13	$132,288	$61,733	$70,555
BEACH WELL	$179,956	$83,979	$95,977
LANDSCAPING	$1,762	$878	$884
WASHER & DRYER	$5,043	$5,040	$3
STEREO, SPEAKERS, BASE STATION	$1,455	$1,455	$0
RUG	$2,360	$2,360	$0
RUG	$1,799	$1,799	$0
HAY BARN	$16,718	$3,800	$12,918
ADOBE / GARAGE	$15,357	$3,674	$11,683
BURMA SUMP FILLED	$21,745	$5,537	$16,208
LANDSCAPING	$8,719	$2,193	$6,526
ROAD	$16,148	$3,767	$12,381
WATER WELL	$889,636	$29,655	$859,981
STORAGE CONTAINERS	$3,004	$3,004	$0
BEDROOM REMODEL	$228,550	$54,714	$173,836
IMPROVEMENTS	$87,021	$21,621	$65,400
LANDSCAPING	$14,112	$3,249	$10,863
ROOMS REMODEL	$27,405	$6,148	$21,257
LANDSCAPING	$12,069	$5,031	$7,038
LAND IMPROVEMENTS	$321,594	$77,960	$243,634
WINDOW SHADES	$1,963	$1,797	$166
FENCING HILLSIDE	$20,532	$10,267	$10,265
LANDSCAPING	$311,849	$74,655	$237,194
LANDSCAPING - WATER WELL #1	$122,307	$48,924	$73,383
LANDSCAPING - WATER WELL #2	$214,265	$85,704	$128,561
IMPROVEMENTS	$26,703	$5,988	$20,715
CARPORT ROOF	$14,711	$847	$13,864
REBUILDING ORIGINAL WATER WELL	$44,083	$1,469	$42,614
WATER WELL #2	$107,422	$3,581	$103,841
WATER WELLS	$8,656	$3,462	$5,194
PEPPER TREES	$1,438	$136	$1,302
EV CHARGING STATION	$4,185	$203	$3,982
REVERSE OSMOSIS EQUIPMENT	$91,656	$80,746	$10,910
TAYLOR RANCH REMODEL/GARAGE	$627,795	$114,145	$513,650
FENCING	$7,896	$2,630	$5,266
HAY BARN	$364,269	$43,050	$321,219
FENCE	$5,600	$1,865	$3,735
EXTERIOR LIGHTING	$5,200	$4,334	$866
STORAGE CONTAINERS	$2,518	$1,800	$718
DOUBLE OVEN	$2,241	$2,241	$0
ROOF	$4,188	$773	$3,415
PATIO STORAGE STRUCTURE	$3,681	$3,068	$613
LIGHT FIXTURE	$2,668	$2,127	$541
STORAGE CONTAINERS	$2,518	$1,800	$718
CUSTOM STORAGE CONTAINERS	$17,786	$12,705	$5,081
STORAGE CONTAINERS	$10,498	$7,875	$2,623
WOOD FLOORING	$9,648	$2,047	$7,601
WOODEN STORAGE BOX	$2,518	$1,800	$718
WATER HEATER	$4,408	$3,307	$1,101
CARRIAGE HOUSE	$1,766,977	$321,270	$1,445,707
ADOBE / GARAGE	$718,157	$106,636	$611,521
CARRIAGE HOUSE / MS LOT	$4,511	$765	$3,746
VAPOR BARRIER & CRAWL SPACE	$15,972	$2,808	$13,164
WATER SOFTENER	$1,550	$252	$1,298
FURNISHINGS FOR MS	$1,515	$900	$615
HOT WATER HEATER	$5,853	$4,180	$1,673
WATER WELL #4	$570,358	$38,024	$532,334
K-RAIL FENCE/FLOOD PROTECTION	$11,194	$3,730	$7,464
ADOBE GARAGE, ELECTRIC WIRING	$87,307	$10,319	$76,988
ADOBE LANDSCAPING	$111,304	$24,115	$87,189
WELTY ROAD IMPROVEMENTS	$49,576	$9,640	$39,936
SPEAKERS AND AMPS	$1,137	$776	$361
SECURITY CAMERAS	$2,400	$1,520	$880
COMPUTER FOR PUMP BUILDING	$1,756	$1,112	$644
ROLL-UP DOORS ON BARN	$6,863	$854	$6,009
ADDITIONAL WORK ON BARN	$9,785	$1,187	$8,598
WATER WELL #14	$1,013,191	$67,546	$945,645
BEACH WELL #2	$355,496	$23,700	$331,796
LANDSCAPING - PLANTS	$836	$145	$691
CAMERAS/MOTION SENSORS	$900	$495	$405
ATV	$24,167	$10,472	$13,695
SPRAYER - WEEDS	$4,924	$2,134	$2,790
LAND IMPROVEMENTS - FENCING	$245,737	$16,382	$229,355
LAND IMPROVEMENTS - CATCH BASIN	$85,389	$5,693	$79,696
LAND IMPROVEMENTS - DRAINAGE	$84,281	$5,619	$78,662
WATER WELL #2 AND BEACH WELL #2 - ADDITIONAL COST	$570,313	$38,021	$532,292
WATER HEATER	$3,428	$939	$2,489
STABLES/LOT/CARPORT - TREES PLANTED	$2,122	$400	$1,722
LANDSCAPING - PLANTS	$3,609	$421	$3,188
LANDSCAPING - PEPPER TREES	$1,438	$136	$1,302
LAND IMPROVEMENTS - CATCH BASIN	$654,190	$43,613	$610,577
LAND IMPROVEMENTS - FENCING	$725,660	$48,377	$677,283
WATER WELL #14	$119,081	$7,939	$111,142
REFRIGERATOR	$10,099	$6,854	$3,245
COOKTOP	$2,324	$1,466	$858
BEACH WELL	$11,989	$799	$11,190
PRESSURE REGULATOR	$1,346	$368	$978
DRYER	$1,440	$240	$1,200
WATER WELL #1	$397,926	$13,264	$384,662
WATER WELL #2	$399,576	$13,319	$386,257
WATER WELL #1	$151,558	$5,052	$146,506
WATER WELL #2	$151,558	$5,052	$146,506
WATER WELL #1	$41,473	$1,382	$40,091
WATER WELL #2	$38,075	$1,269	$36,806
WATER WELL #1	$50,670	$1,689	$48,981
WATER WELL #2	$50,670	$1,689	$48,981
SANTA BARBARA WATER WELL #1 - ADDITIONAL COST	$8,446	$282	$8,164
SANTA BARBARA WATER WELL #2 - ADDITIONAL COST	$12,060	$402	$11,658
SANTA BARBARA WATER WELL #1 - ADDITIONAL COST	$124,947	$0	$124,947
SANTA BARBARA WATER WELL #2 - ADDITIONAL COST	$112,565	$0	$112,565
SPEAKERS AND AMPS	$1,137	$776	$361
NEW AIR CONDITIONER	$2,950	$1,967	$983
FURNITURE/FIXTURES - TV	$2,204	$1,139	$1,065
FURNITURE/FIXTURES - SECURITY	$4,500	$2,325	$2,175
MAJOR LANDSCAPING - MS LANDSCAPING	$2,548	$453	$2,095
MAJOR LANDSCAPING - PLANTS/IRRIGATION	$2,231	$372	$1,859
ATTIC INSULATION	$10,430	$411	$10,019
LAND IMPROVEMENTS - FENCING	$719,573	$0	$719,573
DRAPERIES	$17,932	$854	$17,078
WASHER & DRYER	$4,012	$0	$4,012
WASHER & DRYER	$2,741	$33	$2,708
CARPORT LIGHTING	$6,683	$1,002	$5,681
DISHWASHER	$2,102	$225	$1,877
SOLATUBES	$2,961	$0	$2,961
SHED - WATER WELL #14	$25,058	$0	$25,058
BEACH WELL - ADDITIONAL COST	$7,357	$0	$7,357
REVERSE OSMOSIS SYSTEM	$87,021	$7,252	$79,769
ROOF/TILE	$670	$0	$670

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
WORKS OF ART/FURNISHINGS - MUSIC STUDIO	AT COST	$92,216	$92,216
REAL ESTATE INVESTMENT TRUSTS	AT COST	$8,289,088	$8,676,530

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (114 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
FURNISHINGS	$119,648	$119,648	$0	$0
TRACKLIGHTING IN OFFICE	$2,097	$1,330	$767	$767
PAPER SHREDDER	$140	$140	$0	$0
PERIMETER GATE SYSTEM	$4,145	$4,145	$0	$0
PERIMETER POWER SUPPLY	$888	$888	$0	$0
LOG CUTTER	$635	$635	$0	$0
PHONE SYSTEM	$180	$180	$0	$0
MAIL BOXES AND WALL	$2,388	$2,388	$0	$0
2001 CHEVY TRUCK	$28,732	$28,732	$0	$0
2005 CADILLAC ESCALADE	$58,495	$58,495	$0	$0
TREES	$2,539	$2,535	$4	$4
2008 CHEVY SILVERADO 3500	$48,735	$48,735	$0	$0
AIR PURIFIER W/FLTRS BARN	$1,522	$1,522	$0	$0
AIR PURIFIER W/FLTRS OFC	$1,963	$1,963	$0	$0
XM RADIO CONFERENCE RM	$484	$484	$0	$0
HONDA GENERATOR	$2,086	$2,086	$0	$0
DESK W/SHELVING CREDENZAS	$8,500	$8,500	$0	$0
SHELVING FOR OFFICE	$11,451	$11,451	$0	$0
OFFICE BACKGROUND M	$817	$817	$0	$0
LEAF BLOWER	$533	$533	$0	$0
CONFERENCE ROOM FURNITURE	$4,307	$4,307	$0	$0
OFFICE FURNISHINGS	$4,261	$4,261	$0	$0
CHEVROLET SILVERADO	$46,997	$46,997	$0	$0
TEX TRAILER	$2,153	$2,153	$0	$0
PROJECTOR	$640	$640	$0	$0
HEDGE TRIMMER	$640	$640	$0	$0
OFFICE CHAIRS	$1,752	$1,752	$0	$0
LIFT GATE/2011 CHEVY SILVERADO	$4,671	$4,671	$0	$0
FURNISHINGS - CONFERENCE ROOM	$9,148	$9,148	$0	$0
OFFICE CHAIRS - CONFERENCE ROOM	$3,504	$3,504	$0	$0
FURNISHINGS - CONFERENCE ROOM	$26,649	$26,649	$0	$0
SECURITY CAMERA	$962	$962	$0	$0
CAMERA	$7,346	$7,346	$0	$0
TABLE SAW	$2,722	$2,722	$0	$0
WELDING MACHINE	$4,478	$4,478	$0	$0
FILE CABINET	$1,005	$1,005	$0	$0
TABLES - OFFICE	$11,637	$11,637	$0	$0
FURNITURE	$15,952	$15,952	$0	$0
FURNITURE	$10,759	$10,759	$0	$0
PICTURE FRAMES	$8,000	$8,000	$0	$0
DISCOVERY COMPUTER	$4,116	$4,116	$0	$0
PICTURE FRAMES	$4,536	$4,536	$0	$0
PICTURE FRAMES	$2,406	$2,406	$0	$0
TABLES & CABINETS - OFFICE	$6,048	$6,048	$0	$0
OFFICE CHAIRS - OFFICE	$3,689	$3,689	$0	$0
OFFICE CHAIRS - OFFICE	$3,328	$3,325	$3	$3
FILTRATION EQUIPMENT	$714	$714	$0	$0
HP 500 PRINTER	$1,000	$1,000	$0	$0
HP COPIER	$6,210	$6,210	$0	$0
APPLE IPAD	$1,006	$1,006	$0	$0
NIKON CAMERA EQUIPMENT	$1,897	$1,897	$0	$0
APPLE TABLETS (2)	$2,020	$2,020	$0	$0
APPLE IPAD	$1,006	$1,006	$0	$0
APPLE IPAD	$898	$898	$0	$0
OFFICE FURNITURE SHELVING	$6,602	$6,602	$0	$0
FILING CABINET	$15,751	$15,751	$0	$0
FILTRATION EQUIPMENT	$10,089	$10,089	$0	$0
FURNISHINGS	$951	$951	$0	$0
FURNISHINGS	$1,800	$1,800	$0	$0
FURNISHINGS	$1,440	$1,440	$0	$0
FURNISHINGS	$1,435	$1,435	$0	$0
FIRE ALARMS	$1,599	$1,599	$0	$0
WEED EATER	$725	$725	$0	$0
TWO SMALL LATOPS (OFFICE)	$4,648	$4,648	$0	$0
HP COLORJET PRINTER	$3,027	$3,027	$0	$0
2016 FOR F-250 TRUCK	$64,396	$64,396	$0	$0
CONFERENCE ROOM CHAIRS (10)	$28,187	$28,187	$0	$0
MODIFICATIONS TO 2016 F-250 TRUCK	$30,038	$30,038	$0	$0
COMPUTER (BRETT)	$3,694	$3,694	$0	$0
COMPUTER (JARED)	$3,491	$3,491	$0	$0
COMPUTER (OFFICE)	$8,415	$8,415	$0	$0
PRINTER (BRETT)	$463	$463	$0	$0
PRINTER (JENNY)	$593	$593	$0	$0
COMPUTER (JARED)	$2,730	$2,730	$0	$0
HEDGE TRIMMER	$544	$544	$0	$0
COMPUTER MONITOR (NCB)	$599	$599	$0	$0
GENERATOR	$1,098	$1,098	$0	$0
LAPTOP COMPUTER (BRAD)	$2,777	$2,777	$0	$0
WOODEN STORAGE BOX	$4,558	$3,255	$1,303	$1,303
TOMMY GATE FOR SILVERADO	$6,555	$6,555	$0	$0
COPIER / PRINTER	$8,524	$8,241	$283	$283
A/C CONDENSER SYSTEM	$6,377	$1,083	$5,294	$5,294
COMPUTER (JARED)	$5,296	$4,854	$442	$442
REFRIGERATOR	$2,792	$2,558	$234	$234
APPLE IPAD - SB	$921	$813	$108	$108
APPLE IPAD - AV	$1,094	$967	$127	$127
PRINTER - SH	$489	$400	$89	$89
COMPUTER - SH	$1,782	$1,454	$328	$328
NEW COMPUTER (JB)	$4,968	$3,810	$1,158	$1,158
NEW COMPUTER (NB)	$3,509	$2,574	$935	$935
AIR COMPRESSOR FOR SHOP	$1,562	$1,144	$418	$418
NEW COMPUTER (BB) - DESKTOP	$3,560	$2,551	$1,009	$1,009
NEW COMPUTER - LAPTOP	$3,021	$2,164	$857	$857
NEW COMPUTER	$945	$614	$331	$331
100 FT SEWER CAMERA	$1,293	$777	$516	$516
ELECTRIC EEL SNAKE KIT	$2,585	$1,551	$1,034	$1,034
PC LAPTOP	$4,238	$2,402	$1,836	$1,836
FILE CABINET	$601	$229	$372	$372
LENOVO PC	$2,355	$1,178	$1,177	$1,177
JACK HAMMER	$299	$150	$149	$149
TABLET (NCB)	$1,572	$550	$1,022	$1,022
COMPUTER (BRAD)	$2,940	$833	$2,107	$2,107
COMPUTER/MONITOR/PRINTER (BRAD)	$4,882	$732	$4,150	$4,150
AIR FRESHENERS (OFFICE)	$1,500	$225	$1,275	$1,275
DESKTOP COMPUTER (NCB)	$1,164	$116	$1,048	$1,048
PRINTER (JENNA)	$1,385	$139	$1,246	$1,246
MONITORS & SPEAKERS (NCB)	$1,007	$67	$940	$940
PRINTER (JENNA)	$631	$42	$589	$589
PRINTER (NCB)	$524	$9	$515	$515
FILE CABINET (JARED)	$611	$0	$611	$611
LAPTOP (ANNA)	$860	$0	$860	$860
2024 GMC YUKON DENALI	$116,368	$3,879	$112,489	$112,489
PACK BLOWER	$750	$25	$725	$725
CHAINSAW	$403	$13	$390	$390

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL	CategoryTxt
Legal Fees	$18,554	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$18,554	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GARDEN AND GROUNDS	$128,141	$0	$128,141
REPAIRS AND MAINTENANCE	$79,726	$0	$79,726
MISCELLANEOUS	$49,728	$40,992	$8,736
UTILITIES	$31,657	$0	$31,657
AUTO EXPENSE	$54,775	$0	$54,775
INSURANCE - GENERAL AND LIABILITY	$71,118	$0	$71,118
FIRE PREVENTION	$11	$0	$11
OFFICE SUPPLIES	$51,436	$0	$51,436
DUES	$11,776	$0	$11,776
RENTAL EXPENSES	$5,888,218	$5,888,218	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	PERCENTAGE DEPLETION IN EXCESS OF COST	Desc
Amt	$2,198,586	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES - UNION BANK	$21,081	$21,081	$0
INVESTMENT FEES - WELLS FARGO	$246,962	$246,962	$0
ENGINEERS/LAND SURVEYORS	$28,734	$28,734	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$7,592	$7,592	$0
PAYROLL TAXES	$126,270	$85,045	$41,225
TAXES - OFFICE	$800	$0	$800
TAXES - MAINTENANCE BUILDING	$5,135	$0	$5,135
EXCISE TAX	$200,000	$0	$0