WOOD-CLAEYSSENS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WOOD-CLAEYSSENS FOUNDATION (EIN 32-0341358)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2018-02-14
- IRS object ID
- 201820459349100517
- Schema version
- 2016v3.0
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-14T17:36:33-06:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770076647 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAMITZ BROOKS NIGHTINGALE | 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 | 2016-04-01 | 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 | 2018-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.64.156.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-12 | IPDt |
| IP Tm | 17:11:30 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8393B4396E9E7F9CB0432412C95BF3DE8A35EAD3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 126C55C33015076242EA3A1EA892F641F0A51BAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $129,489,640 | 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 | $338,264 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $756 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $756 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,072,412 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,072,412 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $11,884,612 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $11,884,612 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $4,016,000 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,081,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $101,154,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,081,872 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,377,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,039,652 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,090,252 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $688,307 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $401,945 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $431,545 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $191,862 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $239,683 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $267,446 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $155,045 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $112,401 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $901 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $901 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,337 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,669 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,668 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $229,549 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $229,549 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $114,818 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $69,778 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $45,040 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,655,810 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,559,897 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $426 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $426 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,862,752 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,373,594 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $489,158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,684,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,283,701 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,305,222 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,176,814 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,176,814 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,861,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,283,701 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,482,036 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,483,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,755,951 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,204,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,577,198 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,577,198 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $5,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $5,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $5,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $39,031,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,339,562 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,148,877 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $46,642,295 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,429,273 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,091,521 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $31,195,390 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $4,824,624 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $23,713,296 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $26,370,766 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $27,143,025 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,460,694 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,473,018 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,341,427 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $752,855 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $565,263 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $105,104 | LandBOYAmt |
| Land EOY | $187,592 | LandEOYAmt |
| Land EOYFMV | $187,592 | LandEOYFMVAmt |
| Other Assets BOY | $19,674 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $116,177,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $110,377,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,489,640 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $116,162,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | $110,362,409 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $116,162,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $110,362,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,177,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $110,377,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $116,162,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,483,734 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,684,102 | OtherIncreasesAmt |
| Subtotal | $110,362,409 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $110,362,409 | 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 |
|---|---|---|---|---|---|---|---|
| UNION BANK #7150 | P | 2016-01-01 | 2017-03-31 | $84,891,550 | $83,403,587 | $1,487,963 | $1,487,963 |
| MONTECITO BANK & TRUST | P | 2016-01-01 | 2017-03-31 | $10,640,077 | $11,221,523 | -$581,446 | -$581,446 |
| WELLS FARGO #2560 | P | 2016-01-01 | 2017-03-31 | $5,623,113 | $4,447,758 | $1,175,355 | $1,175,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,081,872 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,520,848 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $211,714,820 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078033 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,016,565 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $221,815,477 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.108273 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,097,898 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $218,912,440 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.119216 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,906,347 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $173,113,218 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.126543 | DistributionYr4Rt |
| Total Distribution | 0.432065 | TotalDistributionRt |
| Average Distribution | 0.108016 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $199,610,581 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,561,137 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $67,560 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,628,697 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,482,036 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $135,119 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $135,119 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $135,119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $410,816 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $410,816 | TotalPaymentsAndCreditsAmt |
| Overpayment | $275,697 | OverpaymentAmt |
| Applied To ES Tax | $275,697 | 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 |
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 | $244,881 | $51,036 | $0 |
| CHARLES C GRAY | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | TREASURER | 0.00 | $0 | $0 | $0 |
| SHELBY HUGHES | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | SECRETARY | 40.00 | $247,353 | $55,506 | $0 |
| JAMES BURKEY | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRETT L BURKEY | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | FIRST VICE PRESIDENT | 40.00 | $244,881 | $54,809 | $0 |
| BRAD BURKEY | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | DIRECTOR | 10.00 | $54,128 | $20,080 | $0 |
| JARED P BURKEY | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | DIRECTOR | 10.00 | $54,128 | $28,013 | $0 |
| JENNA M BURKEY | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | SECOND VICE PRESIDENT | 40.00 | $244,881 | $54,396 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 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 BALL | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | BOOKKEEPER | 30.00 | $104,767 | $47,575 | $0 |
| JOSE CHACON | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | GARDENER | 40.00 | $76,409 | $52,677 | $0 |
| ANNA VILLEGAS | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | BOOKKEEPER/CLERICAL | 30.00 | $93,269 | $17,925 | $0 |
| SAMUEL GALVEZ | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | GARDENER | 40.00 | $73,973 | $31,183 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NUMERIC SOLUTIONS LLC | |||||
| 966 S SEAWARD AVENUE SUITE 102 | VENTURA | CA | 93001 | CONSULTING | $613,802 |
| HATHAWAY PERRET WEBSTER POWERS & CHRISMAN | |||||
| 5450 TELEGRAPH ROAD | VENTURA | CA | 93003 | LEGAL SERVICES | $543,833 |
| BROWNSTEIN HYATT FARBER SCHRECK | |||||
| 1020 STATE STREET | SANTA BARBARA | CA | 93101 | LEGAL SERVICES | $155,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SANTA BARBARA CENTER FOR THE PERFORMING ARTS - 10 YEAR $5,000,000 LOAN WITH A BELOW-MARKET RETURN EXPECTATION OF 2%. THE PROCEEDS OF THE LOAN WILL BE USED BY THE ISSUER IN FULL PAYMENT OF OBLIGATIONS CONSISTING OF VARIABLE AND FIXED RATE TAXABLE PROMISSORY NOTES. | Description1Txt |
| Expenses1 | $5,000,000 | Expenses1Amt |
| Total | $5,000,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $93,598,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,225,109 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $98,826,646 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $202,650,336 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $202,650,336 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,039,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $199,610,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,980,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,980,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $135,119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $135,119 | TotalTaxAmt |
| Distributable Before Adj | $9,845,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,845,410 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,845,410 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,482,036 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $5,000,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,482,036 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,482,036 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,845,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $13,824,432 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,675,256 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,257,005 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,086,351 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,843,044 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,482,036 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,845,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,636,626 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $58,479,670 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,479,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,824,432 | ExcessFromYear4Amt |
| Excess From Year3 | $15,675,256 | ExcessFromYear3Amt |
| Excess From Year2 | $13,257,005 | ExcessFromYear2Amt |
| Excess From Year1 | $6,086,351 | ExcessFromYear1Amt |
| Excess From Current Year | $9,636,626 | 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 IN SANTA BARBARA AND VENTURA COUNTIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (197 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVENTURES IN CARING FOUNDATION | |||||||
| 1528 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $50,000 |
| ALPHA RESOURCE CENTER OF SANTA BARBARA (ARC) | |||||||
| 4501 CATHEDRAL OAKS ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | ALPHA ADVOCACY AND WELLNESS PROGRAM | $15,000 |
| ALZHEIMER'S ASSOCIATION CALIF CENTRAL | |||||||
| 1528 CHAPALA STREET SUITE 204 | SANTA BARBARA | CA | 93101 | NONE | PC | SANTA BARBARA AND VENTURA FAMILY SERVICES PROGRAM | $30,000 |
| ANGEL FLIGHT WEST | |||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | NONE | PC | SOUTHERN CALIFORNIA PROGRAMS | $45,000 |
| ANIMAL SHELTER ASSISTANCE PROGRAM | |||||||
| 5473 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | NONE | PC | ESSENTIAL VETERINARY CARE FOR ADOPTABLE SHELTER CATS | $20,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1528 CHAPALA STREET SUITE 301 | SANTA BARBARA | CA | 93101 | NONE | PC | NO PLACE FOR HATE | $5,000 |
| ARC VENTURA COUNTY | |||||||
| 5103 WALKER STREET | VENTURA | CA | 93003 | NONE | PC | SIMI VALLEY COMMUNITY ACCESS PROJECT | $5,000 |
| ARCHITECTURAL FOUNDATION OF SANTA BARBARA | |||||||
| 229 E VICTORIA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATIONAL OUTREACH PROGRAMS | $5,000 |
| ARTHRITIS FOUNDATION INC | |||||||
| 2261 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | UNEXPENDED GRANT MONEY FROM 2013-2014 GRANT TO THE ARTHRITIS FOUNDATION, INC. | -$500 |
| ARTS OUTREACH | |||||||
| 2353 HOLLISTER STREET SUITE A | LOS OLIVOS | CA | 93441 | NONE | PC | ART-IN-SCHOOLS PROGRAM | $5,000 |
| ASSISTANCE LEAGUE OF CONEJO VALLEY | |||||||
| 2853 THOUSAND OAKS BOULEVARD | THOUSAND OAKS | CA | 91360 | NONE | PC | OPERATION SCHOOL BELL CLOTHING PROGRAM | $5,000 |
| ASSISTANCE LEAGUE OF SANTA BARBARA | |||||||
| 1259 VERONICA SPRINGS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | OPERATION SCHOOL BELL- FOSTERING FRIENDS CLOTHING PROGRAMS | $5,000 |
| ASSISTANCE LEAGUE OF VENTURA COUNTY | |||||||
| 913 E SANTA CLARA STREET | VENTURA | CA | 93001 | NONE | PC | OPERATION SCHOOL BELL | $5,000 |
| AYSO REGION 180 | |||||||
| PO BOX 737 | BUELLTON | CA | 93427 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $5,000 |
| BEST DAY FOUNDATION | |||||||
| 567 AUTO CENTER DRIVE | WATSONVILLE | CA | 95076 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $5,000 |
| BETHANIA PRESCHOOL & AFTER SCHOOL | |||||||
| 611 ATTERDAG ROAD | SANTA BARBARA | CA | 93463 | NONE | PC | AFTER SCHOOL TUITION ASSISTANCE FUND | $3,500 |
| BISHOP GARCIA DIEGO HIGH SCHOOL | |||||||
| 4000 LA COLINA ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | 05/06/2016 - GOLF TOURNAMENT SPONSOR | $10,000 |
| BOY SCOUTS OF AMERICA (LOS PADRES COUNCIL) | |||||||
| 4000 MODOC ROAD | SANTA BARBARA | CA | 93455 | NONE | PC | OUTREACH & DIRECT SERVICE TO YOUTH IN SANTA BARBARA | $10,000 |
| BOYS & GIRLS CLUB OF CAMARILLO | |||||||
| 1500 TEMPLE AVENUE | CAMARILLO | CA | 93012 | NONE | PC | AFTER SCHOOL ENRICHMENT PROGRAM | $15,000 |
| BOYS & GIRLS CLUB OF FILLMORE-PIRU | |||||||
| 565 1ST STREET | FILMORE | CA | 93015 | NONE | PC | B&GC AFTER SCHOOL STEM ACADEMY | $30,000 |
| BOYS & GIRLS CLUB OF MOORPARK | |||||||
| PO BOX 514 | MOORPARK | CA | 93020 | NONE | PC | POWER HOUR | $15,000 |
| BOYS & GIRLS CLUB OF OXNARDPORT HUENEME | |||||||
| 1900 W FIFTH STREET | OXNARD | CA | 93030 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| BOYS & GIRLS CLUB OF SANTA BARBARA | |||||||
| 632 E CANON PEROADIDO STREET | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| BOYS & GIRLS CLUB OF SANTA MARIA VALLEY | |||||||
| 901 N RAILROAD AVENUE | SANTA MARIA | CA | 93458 | NONE | PC | SMART GIRLS | $15,000 |
| BOYS & GIRLS CLUB OF SANTA PAULA | |||||||
| 1400 E HARVARD BOULEVARD | SANTA PAULA | CA | 93061 | NONE | PC | SANTA PAULA B&GC - AFTER SCHOOL STEM ACADEMY | $15,000 |
| BOYS & GIRLS CLUB OF SIMI VALLEY | |||||||
| 2850 LEMON DRIVE | SIMI VALLEY | CA | 93063 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| BOYS & GIRLS CLUB OF VENTURA | |||||||
| 6020 NICOLLE STREET SUITE D | VENTURA | CA | 93003 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $45,000 |
| BOYS & GIRLS CLUBCONEJO & LAS VIRGENES | |||||||
| 30343 CANWOOD STREET | AGOURA HILLS | CA | 91301 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| BRAILLE INSTITUTE OF AMERICA (SANTA BARBARA CENTER) | |||||||
| 2031 DE LA VINA STREET | SANTA BARBARA | CA | 93105 | NONE | PC | BRAILLE INSTITUTE SANTA BARBARA LIBRARY | $10,000 |
| BUELLTON SENIOR CENTER | |||||||
| 164 W HIGHWAY 246 | BUELLTON | CA | 93427 | NONE | PC | SENIOR NUTRITION AND WELLNESS PROGRAM | $50,000 |
| C A R E 4 PAWS | |||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | NONE | PC | CRITICAL COMMUNITIES SPAY-NEUTER OUTREACH SPAY MOBILE | $5,000 |
| CREW | |||||||
| PO BOX 1532 | OJAI | CA | 93024 | NONE | PC | CREW ENVIRONMENTAL & FIRE PROTECTION YOUTH EMPLOYMENT PROGRAM | $13,000 |
| CALIFORNIA 4-H FOUNDATION | |||||||
| 2801 SECOND STREET | DAVIS | CA | 95618 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $65,000 |
| CALIFORNIA OIL MUSEUM | |||||||
| 1001 E MAIN STREET | SANTA PAULA | CA | 93061 | NONE | PC | CALIFORNIA OIL MUSEUM EDUCATION PROGRAM | $10,000 |
| CALIFORNIA STATE PARKS | |||||||
| 1416 9TH STREET | SACRAMENTO | CA | 95814 | NONE | PC | UNEXPENDED GRANT MONEY FROM 2015 GRANT TO CALIFORNIA STATE PARKS | -$50,000 |
| CAMARILLO FAMILY YMCA | |||||||
| 311 VILLAGE AT THE PARK DRIVE | CAMARILLO | CA | 93012 | NONE | PC | BEFORE AND AFTER SCHOOL SCHOLARSHIP PROGRAM | $15,000 |
| CAMARILLO HOSPICE CORPORATION | |||||||
| 400 ROSEWOOD AVENUE 102 | CAMARILLO | CA | 93010 | NONE | PC | PATIENT AND FAMILY SUPPORT | $20,000 |
| CARE GIVERS | |||||||
| 1765 GOODYEAR AVENUE SUITE 205 | VENTURA | CA | 93003 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 |
| CARPINTERIA CHILDREN'S PROJECT | |||||||
| 5201 8TH STREET | CARPINTERIA | CA | 93013 | NONE | PC | THRIVE CARPINTERIA | $250,000 |
| CARPINTERIA VALLEY HISTORICAL SOCIETY | |||||||
| 956 MAPLE AVENUE | CARPINTERIA | CA | 93013 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $5,000 |
| CARRIAGE & WESTERN ART MUSEUM OF SANTA BARBARA | |||||||
| 129 CASTILLO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $40,000 |
| CASA OF VENTURA COUNTY | |||||||
| PO BOX 1135 | CAMARILLO | CA | 93011 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| CASA PACIFICA | |||||||
| 1722 S LEWIS ROAD | CAMARILLO | CA | 93012 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $100,000 |
| CASA SERENA | |||||||
| 1515 BATH STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 |
| CATHOLIC CHARITIES OF SANTA BARBARA | |||||||
| 609 E HALEY STREET | SANTA BARBARA | CA | 93103 | NONE | PC | COMMUNITY SERVICES PROGRAM | $20,000 |
| CATHOLIC CHARITIES OF VENTURA | |||||||
| 303 N VENTURA AVENUE A | VENTURA | CA | 93001 | NONE | PC | COMMUNITY SERVICES PROGRAM | $15,000 |
| CHILD ABUSE LISTENING & MEDIATION (CALM) | |||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 |
| CITY IMPACT | |||||||
| 829 NORTH A STREET | OXNARD | CA | 93030 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 |
| COMMUNITY ACTION PARTNERSHIP OF KERN (CPAK) FOOD BANK | |||||||
| 1825 FELIZ DRIVE | BAKERSFIELD | CA | 93307 | NONE | PC | KERN COUNTY FAIR - ANIMAL PURCHASES | $1,834,567 |
| COMMUNITY ARTS MUSIC ASSOCIATION OF SANTA BARBARA | |||||||
| 2060 ALAMEDA PADRE SERRA 201 | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $5,000 |
| COMMUNITY HEALTH CENTERS | |||||||
| 150 TEJAS PLACE | NIPOMO | CA | 93444 | NONE | PC | DENTAL ACCESS PROGRAM (DAP) | $20,000 |
| CONEJO VALLEY YMCA | |||||||
| 4031 MOORPARK ROAD | THOUSAND OAKS | CA | 91360 | NONE | PC | FITNESS EXPERIENCE IMPROVEMENT | $15,000 |
| CORNERSTONE HOUSE OF SANTA BARBARA | |||||||
| 1451 CAMINO TRILLADO | CARPINTERIA | CA | 93013 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $5,000 |
| COUNTY OF SANTA BARBARA ARTS FUND | |||||||
| 205C SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | TEEN ARTS MENTORSHIP ARTS ENRICHMENT PROGRAM EXPANSION | $5,000 |
| COURT-APPOINTED SPECIAL ADVOCATES | |||||||
| PO BOX 70675 | OAKLAND | CA | 94612 | NONE | PC | FOSTER YOUTH ADVOCACY | $25,000 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | NONE | PC | WEST COAST RETREAT | $25,000 |
| DRAGG INC | |||||||
| 2250 CELSIUS AVENUE SUITE P | OXNARD | CA | 93030 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $50,000 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | NONE | PC | DREAM GRANTING | $5,000 |
| EASY LIFT TRANSPORTATION INC | |||||||
| 53 CASS PLACE SUITE D | SANTA BARBARA | CA | 93117 | NONE | PC | DIAL-A-RIDE PARATRANSIT SERVICE | $10,000 |
| EL CENTRITO FAMILY LEARNING CENTERS | |||||||
| 450 S K STREET ROOM 111 | OXNARD | CA | 93030 | NONE | PC | AFTER SCHOOL & SUMMER STEAM ACADEMY | $10,000 |
| EL CONCILIO FAMILY SERVICES | |||||||
| 301 S C STREET | OXNARD | CA | 93010 | NONE | PC | YOUTH FOR SUCCESS PROGRAM | $10,000 |
| ELVERHOJ MUSEUM OF HISTORY AND ART | |||||||
| 1624 ELVERHOY WAY | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $12,000 |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | |||||||
| 123 W GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $175,000 |
| FOOD FROM THE HEART | |||||||
| 909 N LA CUMBRE ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| FOOD SHARE (VENTURA COUNTY) | |||||||
| 4156 SOUTHBANK ROAD | OXNARD | CA | 93036 | NONE | PC | VENTURA FAIR - ANIMAL PURCHASES | $890,022 |
| FOODBANK COALITION OF SLO COUNTIES | |||||||
| POBOX 2070 | PASO ROBLES | CA | 93447 | NONE | PC | MID-STATE FAIR - ANIMAL PURCHASES | $1,035,178 |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | SANTA BARBARA COUNTY FAIR - ANIMAL PURCHASES | $1,438,347 |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | SANTA BARBARA EMPTY BOWL | $20,000 |
| FOUNDATION FOR SANTA BARBARA CITY COLLEGE | |||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | CARE - SINGLE PARENT PROGRAM | $20,000 |
| FRIENDS OF OCEANO DUNES | |||||||
| PO BOX 398 | OCEANO | CA | 93445 | NONE | PC | FRIENDS OF OCEANO DUNE PROJECT 2016 | $75,000 |
| FRIENDSHIP ADULT DAY CARE CENTER | |||||||
| 89 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 |
| FUND FOR SANTA BARBARA | |||||||
| 26 W ANAPAMU STREET | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH MAKING CHANGE / RESOURCE NETWORK | $35,000 |
| GANNA WALSKA LOTUSLAND FOUNDATION | |||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | OPEN PATHWAYS PROGRAM | $5,000 |
| GIRL SCOUTS OF CALIFORNIA'S CENTRAL COAST | |||||||
| 1500 PALMA DRIVE 1110 | VENTURA | CA | 93003 | NONE | PC | GIRL SCOUTS LEADERSHIP EXPERIENCE - SANTA BARBARA AND VENTURA COUNTY | $30,000 |
| GIRLS INCORPORATED OF CARPINTERIA | |||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| GIRLS INCORPORATED OF GREATER SANTA BARBARA | |||||||
| 531 E ORTEGA STREET | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| GOLETA VALLEY COMMUNITY CENTER | |||||||
| 5679 HOLLISTER AVENUE | GOLETA | CA | 93117 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 |
| GOLETA VALLEY HISTORICAL SOCIETY | |||||||
| 304 N LOS CARNEROS ROAD | GOLETA | CA | 93111 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $30,000 |
| GUIDE DOGS FOR THE BLIND | |||||||
| 350 LOS RANCHITOS ROAD | SAN RAFAEL | CA | 94903 | NONE | PC | GUIDE DOGS FOR THE BLIND LIFELONG TEAM PROMOTER SPONSORSHIP | $15,000 |
| HAPPY ENDINGS ANIMAL RESCUE SANCTUARY | |||||||
| 1326 DOVE MEADOW ROAD | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| HEARTS THERAPEUTIC EQUESTRIAN CENTER | |||||||
| PO BOX 30662 | SANTA BARBARA | CA | 93130 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 |
| HELP OF CARPINTERIA INC | |||||||
| 1069 CASITAS PASS ROAD | CARPINTERIA | CA | 93013 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| HELP OF OJAI | |||||||
| 111 W SANTA ANA STREET | OJAI | CA | 93023 | NONE | PC | LOW INCOME ISOLATED SENIOR SUPPORT PROGRAM | $10,000 |
| HIDDEN WINGS | |||||||
| 517 ATTERDAG ROAD | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 |
| HORSES HEART AND SOUL | |||||||
| PO BOX 1358 | OJAI | CA | 93024 | NONE | PC | CHILDREN & RESCUE OF HORSES | $25,000 |
| HOSPICE OF THE CONEJO | |||||||
| 80 E HILLCREST DRIVE SUITE 204 | THOUSAND OAKS | CA | 91360 | NONE | PC | COMMUNITY HOSPICE AND GRIEF SUPPORT CENTER | $20,000 |
| ISLA VISTA YOUTH PROJECT | |||||||
| 6842 PHELPS ROAD | GOLETA | CA | 93117 | NONE | PC | SCHOOL AGE ENRICHMENT / CHILDREN'S CENTER/ FAMILY RESOURCE CENTER | $10,000 |
| JOIN-UP INTERNATIONAL | |||||||
| PO BOX 246 | SOLVANG | CA | 93464 | NONE | PC | HORSE SENSE AND HEALING | $100,000 |
| JUNIOR BLIND OF AMERICA | |||||||
| 5300 ANGELES VISTA BOULEVARD | LOS ANGELES | CA | 90043 | NONE | PC | INFANT & EARLY CHILDHOOD PROGRAM (IECP) | $10,000 |
| LAGUNA COTTAGES FOR SENIORS | |||||||
| 803 LAGUNA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 |
| LEGAL AID FOUNDATION OF SANTA BARBARA COUNTY | |||||||
| 301 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | DOMESTIC VIOLENCE PREVENTION PROGRAM | $5,000 |
| LITTLE STAR PONY FOUNDATION | |||||||
| 1036 ARBOLADO ROAD | SANTA BARBARA | CA | 93103 | NONE | PC | HOME SWEET HOME | $4,200 |
| LOMPOC FAMILY YMCA | |||||||
| 201 W COLLEGE AVENUE | LOMPOC | CA | 93436 | NONE | PC | YMCA OPEN DOORS PROGRAM | $15,000 |
| LONG TERM CARE SERVICES - VENTURA | |||||||
| 2021 SPERRY AVENUE SUITE 35 | VENTURA | CA | 93003 | NONE | PC | OMBUDSMAN PROGRAM | $5,000 |
| MANNA CONEJO VALLEY FOOD BANK | |||||||
| 3020 CRESCENT WAY | THOUSAND OAKS | CA | 91358 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $5,000 |
| MANY MANSIONS | |||||||
| 1259 E THOUSAND OAKS BOULEVARD | THOUSAND OAKS | CA | 91362 | NONE | PC | ADULT SERVICES AND CHILDREN'S SERVICES | $5,000 |
| MENTAL WELLNESS CENTER | |||||||
| 617 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| MILLER FAMILY YMCA | |||||||
| 320 VIA LAS BRISAS | NEWBURY PARK | CA | 91320 | NONE | PC | NATIONAL HEALTH CRISIS | $15,000 |
| MONTECITO FAMILY YMCA | |||||||
| 591 SANTA ROSA LANE | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $5,000 |
| MOXI WOLF MUSEUM OF EXPLORATIONINNOVATION | |||||||
| 125 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $200,000 |
| MUSEUM OF VENTURA COUNTY | |||||||
| 100 E MAIN STREET | VENTURA | CA | 93001 | NONE | PC | THE EXPLORE MVC! PROGRAM | $45,000 |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 |
| NATIONAL POLICE DOG FOUNDATION | |||||||
| 2390-C LAS POSITAS ROAD SUITE 477 | CAMARILLO | CA | 93010 | NONE | PC | K-9 PURCHASING AND COMMUNITY OUTREACH | $180,000 |
| NATURETRACK FOUNDATION | |||||||
| POBOX 953 | LOS OLIVOS | CA | 93463 | NONE | PC | FOSTERING A LIFELONG FASCINATION WITH NATURE | $5,000 |
| NEW BEGINNINGS COUNSELING CENTER | |||||||
| 324 E CARRILLO STREET SUITE C | SANTA BARBARA | CA | 93101 | NONE | PC | LIFE SKILLS PARENTING EDUCATION PROGRAM | $20,000 |
| NORTH COUNTY RAPE CRISIS & CHILD PROTECTION CENTER | |||||||
| 112 E WALNUT AVENUE | LOMPOC | CA | 93436 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $50,000 |
| NOTES FOR NOTES INC | |||||||
| POBOX 90632 | SANTA BARBARA | CA | 93190 | NONE | PC | SANTA BARBARA AND VENTURA COUNTY PROGRAMMING | $25,000 |
| OLD SPANISH DAYS | |||||||
| POBOX 21557 | SANTA BARBARA | CA | 93121 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $50,000 |
| ORCUTT AREA SENIORS IN SERVICE (OASIS CENTER) | |||||||
| POBOX 2637 | SANTA MARIA | CA | 93457 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 |
| ORCUTT CHILDREN'S ARTS FOUNDATION | |||||||
| 500 DYER STREET | SANTA MARIA | CA | 93455 | NONE | PC | ARTS FOR THE ORCUTT ACADEMY | $10,000 |
| OXNARD COMMUNITY K-9 FOUNDATION | |||||||
| 251 SC STREET | OXNARD | CA | 93030 | NONE | PC | K-9 PURCHASING, TRAINING & MEDICAL COSTS FOR K9 | $60,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | PRESERVING AMERICA'S FOUNDATION OF FREEDOM | $50,000 |
| PAGE YOUTH CENTER | |||||||
| PO BOX 6766 | SANTA BARBARA | CA | 93160 | NONE | PC | PYC SCHOLARSHIS FOR CHILDREN IN NEED | $15,000 |
| PAINTED CAVE VOLUNTEER FIRE DEPARTMENT | |||||||
| 4849 LOOKOUT ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $425,000 |
| PARC FOUNDATION | |||||||
| PO BOX 91742 | SANTA BARBARA | CA | 93190 | NONE | PC | SUMMER 2017 PROGRAMS | $50,000 |
| PCPA FOUNDATION | |||||||
| 900 E STOWELL ROAD | SANTA MARIA | CA | 93454 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 |
| PEOPLE FOR LEISURE AND YOUTH (PLAY INC) | |||||||
| 615 S MCCLELLAND STREET | SANTA MARIA | CA | 93454 | NONE | PC | SANTA MARIA PAL ROBOTICS | $50,000 |
| PEPPERDINE UNIVERSITY | |||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | NONE | PC | WAVE CLASSIC SPONSORSHIP AND NON PROFIT LEADERSHIP COLLABORATIVE | $175,000 |
| PHOENIX OF SANTA BARBARA | |||||||
| 107 E MICHELTORENA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| PIERRE CLAEYSSENS VETERAN'S MUSEUM & LIBRARY | |||||||
| 245 OAK ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $775,000 |
| PLANNED PARENTHOOD OF SB VENTURA & SAN LUIS OBISPO CO | |||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | ASSISTANCE FUND PROGRAM | $5,000 |
| RM PYLES BOYS CAMP | |||||||
| 27211 HENRY MAYO DRIVE | VALENCIA | CA | 91355 | NONE | PC | CAMPERSHIPS FOR DISADVANTAGED BOYS | $20,000 |
| REINS OF HOPE | |||||||
| PO BOX 1156 | OJAI | CA | 93023 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 |
| RESCUE MISSION ALLIANCE | |||||||
| 315 NA STREET | OXNARD | CA | 93030 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $30,000 |
| SANTA BARBARA FAMILY YMCA | |||||||
| 36 HITCHCOCK WAY | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| SAINT VINCENT'S INSTITUTION | |||||||
| 4200 CALLE REAL | GOLETA | CA | 93110 | NONE | PC | EARLY CHILDHOOD EDUCATION CENTER NUTRITION PROGRAM | $10,000 |
| SALVATION ARMY SANTA BARBARA CORPS | |||||||
| 423 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SANTA BARBARA CORPS AND COMMUNITY CENTER | $15,000 |
| SALVATION ARMY OXNARDPORT HUENEME | |||||||
| 622 W WOOLEY ROAD | OXNARD | CA | 93030 | NONE | PC | OXNARD / PORT HUENEME CORPS & DENTAL CLINIC | $15,000 |
| SANTA BARBARA BIRD SANCTUARY | |||||||
| 2430 LILLIE AVENUE | SUMMERLAND | CA | 93067 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $40,000 |
| SANTA BARBARA BOTANIC GARDENS INC | |||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $5,000 |
| SANTA BARBARA COUNTY SEARCH & RESCUE | |||||||
| PO BOX 6602 | SANTA BARBARA | CA | 93160 | NONE | PC | 2016 PRIORITY PROJECTS | $75,000 |
| SANTA BARBARA DANCE INSTITUTE | |||||||
| 1330 STATE STREET SUITE 207 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $5,000 |
| SANTA BARBARA EDUCATION FOUNDATION | |||||||
| 1330 STATE STREET SUITE 201 | SANTA BARBARA | CA | 93101 | NONE | PC | SB UNIFIED, PROGRAM FOR EFFECTIVE ACCESS TO COLLEGE | $250,000 |
| SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA STREET SUITE 200 | SANTA BARBARA | CA | 93101 | NONE | PC | 2016 WELLNESS SUMMIT / 2017 PARTNERSHIP FOR EXCELLENCE CONFERENCE | $35,000 |
| SANTA BARBARA HUMANE SOCIETY | |||||||
| 5399 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 |
| SANTA BARBARA MARITIME MUSEUM | |||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | NONE | PC | OIL IN THE CHANNEL EXHIBIT | $10,000 |
| SANTA BARBARA MEALS ON WHEELS | |||||||
| PO BOX 6099 | SANTA BARBARA | CA | 93160 | NONE | PC | MEAL COST ASSISTANCE | $20,000 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | |||||||
| 915 N MILPAS STREET 2ND FLOOR | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $125,000 |
| SANTA BARBARA NEW HOUSE | |||||||
| 2434 BATH STREET | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 |
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | |||||||
| POBOX 91121 | SANTA BARBARA | CA | 93190 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $65,000 |
| SANTA BARBARA POLICE FOUNDATION | |||||||
| 215 E FIGUEROA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FUN WITH FORCE K-9 PROGRAM, MONTECITO MOTOR CLASSIC SPONSOR | $110,000 |
| SANTA BARBARA RAPE CRISIS CENTER | |||||||
| 433 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $35,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI STREET | SANTA BARBARA | CA | 93103 | NONE | PC | FACILITY IMPROVEMENT | $10,000 |
| SANTA BARBARA SCOTTISH RITE LANGUAGE CENTER | |||||||
| 16 E CARRILLO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $30,000 |
| SANTA BARBARA SPECIAL ENFORCEMENT TEAM SUPPORT | |||||||
| PO BOX 1084 | BUELLTON | CA | 93427 | NONE | PC | LENCO BEAR TRADE IN / BEARCAT PROJECT | $675,000 |
| SANTA BARBARA SYMPHONY ORCHESTRA ASSOC | |||||||
| 1330 STATE STREET SUITE 102 | SANTA BARBARA | CA | 93101 | NONE | PC | MUSIC EDUCATION CENTER | $5,000 |
| SANTA BARBARA WILDLIFE CARE NETWORK | |||||||
| PO BOX 6594 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 |
| SANTA BARBARA ZOOLOGICAL GARDENS | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | VETERINARY EQUIPMENT UPGRADE | $10,000 |
| SANTA MARIA PHILHARMONIC SOCIETY | |||||||
| PO BOX 375 | SANTA MARIA | CA | 93456 | NONE | PC | YOUTH OUTREACH PROGRAMS | $5,000 |
| SANTA MARIA POLICE COUNCIL | |||||||
| PO BOX 7448 | SANTA MARIA | CA | 93456 | NONE | PC | RELIABLE OFFICER PROTECTION | $40,000 |
| SANTA MARIA VALLEY DISCOVERY MUSEUM | |||||||
| 705 S MCCLELLAND STREET | SANTA MARIA | CA | 93454 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| SANTA MARIA VALLEY HUMANE SOCIETY | |||||||
| 1687 W STOWELL ROAD | SANTA MARIA | CA | 93458 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 |
| SANTA MARIA VALLEY YMCA | |||||||
| 3400 SKYWAY DRIVE | SANTA MARIA | CA | 93455 | NONE | PC | Y! SWIM AND SM STUDENT SWIN LESSONS | $15,000 |
| SANTA YNEZ VALLEY ARTS ASSOCIATION | |||||||
| PO BOX 762 | LOS OLIVOS | CA | 93441 | NONE | PC | SYV ARTS COMMUNITY OUTREACH | $5,000 |
| SANTA YNEZ VALLEY BOTANIC GARDEN FOUNDATION | |||||||
| PO BOX 1623 | BUELLTON | CA | 93427 | NONE | PC | ENVIRONMENTAL EDUCATION COORDINATOR FOR THE SYVBG | $5,000 |
| 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 | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $30,000 |
| SANTA YNEZ VALLEY HUMANE SOCIETY | |||||||
| PO BOX 335 | SANTA YNEZ | CA | 93427 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 |
| SANTA YNEZ VALLEY MASTER CHORALE | |||||||
| PO BOX 1902 | SANTA YNEZ | CA | 93460 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 |
| SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE | |||||||
| PO BOX 1478 | SOLVANG | CA | 93464 | NONE | PC | COMMUNITY HEALTH ACCESS RESOURCE TEAM | $20,000 |
| SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL | |||||||
| 1745 MISSION DRIVE | SOLVANG | CA | 93463 | NONE | PC | SENIOR NUTRITION AND WELLNESS PROGRAM | $20,000 |
| SANTA YNEZ VALLEY THERAPEUTIC RIDING PROGRAM | |||||||
| PO BOX 256 | SOLVANG | CA | 93464 | NONE | PC | STUDENT SCHOLARSHIPS | $45,000 |
| SENIOR CONCERNS | |||||||
| 401 HODENCAMP ROAD | THOUSAND OAKS | CA | 91360 | NONE | PC | SENIOR CONCERNS' ADULT DAY PROGRAM | $50,000 |
| SIMI VALLEY YMCA | |||||||
| 3200 COCHRAN STREET | SIMI VALLEY | CA | 93065 | NONE | PC | SV YMCA MAINTENANCE PROJECTS | $15,000 |
| SOCIAL GOOD FUND INC | |||||||
| 12651 SAN PABLO AVENUE 5473 | RICHMOND | CA | 94805 | NONE | PC | 2016-2017 COMMUNITY EXPRESSIVE ARTS PROGRAM | $15,000 |
| SOLVANG FRIENDSHIP HOUSE | |||||||
| PO BOX 486 | SOLVANG | CA | 93463 | NONE | PC | NASHVILLE NIGHTS SPONSOR AND ALZHEIMERS COMMUNITY OUTREACH | $75,000 |
| SOLVANG LUTHERAN HOME | |||||||
| 636 ATTERDAG ROAD | SOLVANG | CA | 93463 | NONE | PC | MEALS ON WHEELS AND ATTERDAG AT HOME CARE | $40,000 |
| SOLVANG THEATERFEST | |||||||
| PO BOX 917 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $12,000 |
| SPECIAL OLYMPICS SOUTHERN CALIFORNIA | |||||||
| 1600 FORBES WAY 200 | LONG BEACH | CA | 90810 | NONE | PC | SPECIAL OLYMPICS SPORTS HEALTH AND FITNESS PROGRAMS IN SANTA BARBARA COUNTY | $5,000 |
| STORYTELLER CHILDREN'S CENTER | |||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAMS | $25,000 |
| STUART GILDRED FAMILY YMCA SANTA YNEZ | |||||||
| 900 N REFUGIO ROAD | SANTA YNEZ | CA | 93460 | NONE | PC | YMCA OPEN DOORS PROGRAM | $15,000 |
| STUDENTS FOR ECO EDUCATION & AGRICULTURE | |||||||
| 257 NALVARADO STREET | OJAI | CA | 93023 | NONE | PC | STUDENTS FOR ECO-EDUCATION AND AGRICULTURAL EDUCATION PROGRAMS | $180,000 |
| SURGICAL EYE EXPEDITIONS | |||||||
| 5638 HOLLISTER AVENUE SUITE 210 | SANTA BARBARA | CA | 93117 | NONE | PC | SANTA BARBARA VISION CARE PROGRAM | $15,000 |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 2320 BATH STREET SUITE 107 | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $5,000 |
| TEEN CHALLENGE OF SOUTHERN CALIFORNIA | |||||||
| 5445 CHICAGO AVENUE | RIVERSIDE | CA | 92507 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 |
| THE FIRST TEE CENTRAL COAST | |||||||
| PO BOX 6261 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 |
| THE SAMARITAN CENTER | |||||||
| 280 ROYAL AVENUE | SIMI VALLEY | CA | 93094 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| TRANSITION HOUSE | |||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY HOMELESS SHELTER | $20,000 |
| TRANSITIONS - MENTAL HEALTH ASSOC | |||||||
| 784 HIGH STREET | SAN LUIS OBISPO | CA | 93401 | NONE | PC | GROWING GROUNDS VOCATIONAL ADVANCEMENT PROGRAM | $9,000 |
| TRIUNFO YMCA (SOUTHEAST VENTURA BRANCH) | |||||||
| 31225 LA BAYA DRIVE 106 | WESTLAKE VILLAGE | CA | 91362 | NONE | PC | YOUTH & GOVERNMENT PROGRAM SUPPORT | $15,000 |
| TURNING POINT FOUNDATION | |||||||
| PO BOX 24397 | VENTURA | CA | 93002 | NONE | PC | HOMELESS CONTINUUM OF CARE FOR MENTALLY ILL ADULTS | $20,000 |
| UNITED BOYS & GIRLS CLUBS OF SANTA BARBARA COUNTY INC | |||||||
| 1124 CASTILLO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $75,000 |
| UNITED WAY OF SANTA BARBARA | |||||||
| 320 E GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | KINDERGARTEN SUCCESS INSTITUTE | $10,000 |
| UNITY SHOPPE INC | |||||||
| 110 W SOLA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | OFFSET RENT, FOOD, CLOTHING AND BASIC NECESSITIES FOR LOW INCOME INDIVIDUALS | $250,000 |
| VALLEY HAVEN SENIOR DAY CARE | |||||||
| 502 N THIRD STREET | LOMPOC | CA | 93436 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $30,000 |
| VENTURA FAMILY YMCA | |||||||
| 3760 TELEGRAPH ROAD | VENTURA | CA | 93003 | NONE | PC | VENTURA FAMILY YMCA FACILITY REPAIRS | $15,000 |
| VENTURA POLICE ACTIVITIES LEAGUE (PAL) | |||||||
| PO BOX 3262 | VENTURA | CA | 93006 | NONE | PC | PEAK - PROGRAM ENRICHMENT FOR AFTER SCHOOL KIDS | $20,000 |
| VILLA MAJELLA OF SANTA BARBARA | |||||||
| 604 N KELLOGG AVENUE | SANTA BARBARA | CA | 93111 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 |
| VISITING NURSE & HOSPICE CARE OF SANTA BARBARA | |||||||
| 509 E MONTECITO STREET SUITE 200 | SANTA BARBARA | CA | 93103 | NONE | PC | SERENITY HOUSE SUBSIDIZED CARE | $50,000 |
| WE SUPPORT THE TROOPS INC | |||||||
| PO BOX 915 | SANTA YNEZ | CA | 93460 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $100,000 |
| WILDERNESS YOUTH PROJECT | |||||||
| 5386 HOLLISTER AVENUE SUITE D | SANTA BARBARA | CA | 93111 | NONE | PC | SUMMER CAMP SCHOLARSHIPS FOR LOW INCOME / UNDESERVED YOUTH | $40,000 |
| WILDING ART MUSEUM | |||||||
| 1511 B MISSION DRIVE | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| WOMEN'S ECONOMIC VENTURES OF SANTA BARBARA | |||||||
| 333 S SALINAS STREET | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $5,000 |
| WOOD-GLEN HALL | |||||||
| 3010 FOOTHILL ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | FACILITY MAINTENANCE AND SAFETY | $103,000 |
| WORK INC | |||||||
| 423 W VICTORIA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | CHILDREN'S COMMUNITY INTEGRATION PROGRAM | $7,500 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FALL COLLEGE CONFERENCE AT REAGAN RANCH | $250,000 |
| YOUTH AND FAMILY SERVICES YMCA | |||||||
| 105 E CARRILLO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,176,814 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $756 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,072,412 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $4,016,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,081,872 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,171,040 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,171,040 | 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 | 200 E CARRILLO ST STE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $338,264 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $31,337 | Amt |
| Net Investment Income | $15,669 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,668 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (338 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 | $722 | SL | 27.500000000000 | $76 | $0 | |
| HEDGE TRIMMER/GAS | 1997-08-05 | $512 | $512 | SL | 7.000000000000 | $0 | $0 | |
| STILL WOODCUTTER | 1998-03-11 | $699 | $699 | SL | 7.000000000000 | $0 | $0 | |
| WEED WACKER | 1998-05-05 | $512 | $512 | SL | 7.000000000000 | $0 | $0 | |
| REFRIGERATOR | 1998-05-21 | $123 | $123 | SL | 7.000000000000 | $0 | $0 | |
| TOOL BOX | 1998-06-03 | $258 | $258 | SL | 7.000000000000 | $0 | $0 | |
| TOOLS | 1998-07-15 | $88 | $88 | SL | 7.000000000000 | $0 | $0 | |
| FILE CABINET | 1998-07-23 | $150 | $150 | SL | 7.000000000000 | $0 | $0 | |
| PAPER SHREDDER | 1999-01-13 | $140 | $140 | SL | 7.000000000000 | $0 | $0 | |
| HEDGECLIPPER | 1999-12-10 | $582 | $582 | SL | 5.000000000000 | $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 | |
| MOWER | 2002-08-07 | $426 | $426 | SL | 5.000000000000 | $0 | $0 | |
| SHREDDER/BAGS | 2002-10-24 | $814 | $814 | SL | 5.000000000000 | $0 | $0 | |
| PHONE SYSTEM | 2003-01-21 | $180 | $180 | SL | 7.000000000000 | $0 | $0 | |
| EXTENSION SAW | 2003-04-30 | $618 | $618 | SL | 7.000000000000 | $0 | $0 | |
| WEEDEATER | 2003-05-09 | $512 | $512 | SL | 7.000000000000 | $0 | $0 | |
| STIHL BLOWER | 2003-08-27 | $430 | $430 | SL | 7.000000000000 | $0 | $0 | |
| FILE CABINETS | 2003-10-31 | $8,221 | $8,218 | SL | 7.000000000000 | $0 | $0 | |
| GATE CAMERAS | 2003-11-20 | $210 | $210 | SL | 7.000000000000 | $0 | $0 | |
| GATE CAMERAS | 2004-02-24 | $1,086 | $1,086 | SL | 7.000000000000 | $0 | $0 | |
| TWO VACUUM CLEANERS | 2004-05-11 | $1,464 | $1,464 | 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 | |
| TOOLS | 2008-03-17 | $862 | $862 | SL | 7.000000000000 | $0 | $0 | |
| TREES | 2008-03-17 | $2,539 | $1,352 | SL | 15.000000000000 | $169 | $0 | |
| 2008 CHEVY SILVERADO 3500 | 2008-02-28 | $48,735 | $48,735 | SL | 5.000000000000 | $0 | $0 | |
| FILING CABINET | 2009-03-10 | $3,367 | $3,367 | SL | 7.000000000000 | $0 | $0 | |
| LASERJET PRINTER | 2009-04-16 | $700 | $700 | 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 | |
| APPLE LAPTOP COMPUTER | 2009-12-22 | $4,200 | $4,200 | SL | 5.000000000000 | $0 | $0 | |
| DESK W/SHELVING CREDENZAS | 2009-12-01 | $8,500 | $7,689 | SL | 7.000000000000 | $811 | $0 | |
| SHELVING FOR OFFICE | 2010-03-29 | $11,451 | $9,816 | SL | 7.000000000000 | $1,635 | $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 | $233,196 | SL | 27.500000000000 | $10,481 | $10,481 | |
| FENCING | 2001-03-30 | $4,660 | $2,535 | SL | 27.500000000000 | $169 | $169 | |
| IMPROVEMENTS TO RED MTN | 2005-07-15 | $8,977 | $3,505 | SL | 27.500000000000 | $326 | $326 | |
| FENCING | 2007-06-25 | $10,640 | $3,386 | SL | 27.500000000000 | $387 | $387 | |
| WATERFALL/FOUNTAIN | 2007-11-12 | $519 | $294 | SL | 15.000000000000 | $35 | $35 | |
| FENCING & GATE | 2007-11-21 | $1,352 | $408 | SL | 27.500000000000 | $49 | $49 | |
| TAYLOR RANCH ROAD | 2008-03-05 | $54,971 | $16,159 | SL | 27.500000000000 | $1,999 | $1,999 | |
| IMPROVEMENTS | 2008-03-17 | $8,473 | $2,464 | SL | 27.500000000000 | $308 | $308 | |
| WATER WELLS | 2007-12-31 | $705,927 | $149,333 | SL | 39.000000000000 | $18,101 | $18,101 | |
| IMPROVEMENTS | 2008-03-17 | $71,588 | $20,824 | SL | 27.500000000000 | $2,603 | $2,603 | |
| LAND IMPROVEMENTS | 2008-06-30 | $241,475 | $124,760 | SL | 15.000000000000 | $16,098 | $16,098 | |
| LAND IMPROVEMENTS | 2008-09-30 | $73,136 | $36,570 | SL | 15.000000000000 | $4,876 | $4,876 | |
| LAND IMPROVEMENTS | 2008-12-31 | $194,107 | $93,815 | SL | 15.000000000000 | $12,940 | $12,940 | |
| LAND IMPROVEMENTS | 2009-03-31 | $104,403 | $48,720 | SL | 15.000000000000 | $6,960 | $6,960 | |
| ROOF | 2008-07-15 | $21,165 | $5,967 | SL | 27.500000000000 | $770 | $770 | |
| WATER WELLS | 2010-03-31 | $268,770 | $41,352 | 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 | $391,593 | SL | 27.500000000000 | $17,273 | $17,273 | |
| BUILT-IN MICROWAVE | 1996-01-03 | $453 | $324 | SL | 27.500000000000 | $16 | $16 | |
| HARDWOOD FLOORS | 1999-04-16 | $2,900 | $1,777 | SL | 27.500000000000 | $105 | $105 | |
| DRAPERY | 1999-03-01 | $1,956 | $1,207 | SL | 27.500000000000 | $71 | $71 | |
| FURNACE | 2004-03-26 | $1,864 | $816 | SL | 27.500000000000 | $68 | $68 | |
| HOUSE RENOVATION | 2004-10-13 | $170,010 | $71,093 | 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 | $521 | 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 | $196 | SL | 27.500000000000 | $22 | $22 | |
| IMPROVEMENTS | 2007-10-12 | $6,880 | $2,125 | SL | 27.500000000000 | $250 | $250 | |
| ROOF AND RAFTERS | 2007-12-12 | $35,778 | $10,842 | 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 | $226,667 | SL | 27.500000000000 | $10,000 | $10,000 | |
| IMPROVEMENTS | 1993-12-01 | $65,537 | $53,220 | SL | 27.500000000000 | $2,383 | $2,383 | |
| WATER SOFTENER | 1994-09-14 | $850 | $442 | 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 | $425 | SL | 27.500000000000 | $46 | $46 | |
| IMPROVEMENTS | 2007-05-09 | $600 | $177 | SL | 27.500000000000 | $22 | $22 | |
| WINDOWS | 2008-02-02 | $26,289 | $7,807 | SL | 27.500000000000 | $956 | $956 | |
| IMPROVEMENTS | 2008-03-14 | $12,426 | $3,654 | SL | 27.500000000000 | $452 | $452 | |
| GATE | 2007-12-03 | $4,155 | $1,258 | SL | 27.500000000000 | $151 | $151 | |
| IMPROVEMENTS | 2009-02-15 | $200,621 | $52,281 | SL | 27.500000000000 | $7,295 | $7,295 | |
| IMPROVEMENTS - LAND | 2009-02-15 | $69,292 | $33,103 | SL | 15.000000000000 | $4,619 | $4,619 | |
| 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 | $22,080 | 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 | $23,672 | 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 | $11,426 | SL | 27.500000000000 | $689 | $689 | |
| LEASEHOLD IMPROVEMENTS | 2000-09-01 | $10,184 | $5,766 | SL | 27.500000000000 | $370 | $370 | |
| LEASEHOLD IMPROVEMENTS | 2001-09-01 | $41,751 | $22,138 | 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 | $63,153 | SL | 27.500000000000 | $5,698 | $5,698 | |
| CONSTRUCTION IN PROGRESS | 2004-03-31 | $454,814 | $183,307 | 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 | $4,294 | SL | 15.000000000000 | $409 | $409 | |
| ROSE GARDEN | 2006-02-09 | $7,168 | $4,860 | SL | 15.000000000000 | $478 | $478 | |
| MAIL BOXES | 2006-03-29 | $1,387 | $1,387 | SL | 7.000000000000 | $0 | $0 | |
| PARKING AREA | 2006-07-14 | $28,003 | $9,926 | SL | 27.500000000000 | $1,018 | $1,018 | |
| STORAGE UNIT IN BACK | 2007-01-29 | $71,808 | $23,934 | SL | 27.500000000000 | $2,611 | $2,611 | |
| STORAGE UNIT | 2007-04-13 | $21,853 | $7,155 | SL | 27.500000000000 | $795 | $795 | |
| IMPROVEMENTS | 2007-05-21 | $12,150 | $3,904 | SL | 27.500000000000 | $442 | $442 | |
| IMPROVEMENTS | 2007-08-13 | $2,918 | $919 | 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 | $7,371 | SL | 27.500000000000 | $364 | $364 | |
| CAR PORT | 1996-12-01 | $2,919 | $2,049 | SL | 27.500000000000 | $106 | $106 | |
| MOTION SEC LIGHTS & LABOR | 1997-04-03 | $801 | $551 | SL | 27.500000000000 | $29 | $29 | |
| SHELVES/SHOP | 1997-04-03 | $354 | $247 | SL | 27.500000000000 | $13 | $13 | |
| CONCRETE SLAB | 1997-04-03 | $860 | $589 | SL | 27.500000000000 | $31 | $31 | |
| CONCRETE SLAB | 1998-12-18 | $4,088 | $2,570 | SL | 27.500000000000 | $149 | $149 | |
| CEMENT WALL | 1999-08-19 | $764 | $464 | SL | 27.500000000000 | $28 | $28 | |
| ROOF | 2004-05-11 | $15,560 | $6,745 | SL | 27.500000000000 | $566 | $566 | |
| NEW BARN ADDITION | 2005-12-31 | $63,980 | $23,852 | SL | 27.500000000000 | $2,327 | $2,327 | |
| ADD NEW BARN ADDITION | 2007-02-28 | $131,673 | $43,491 | SL | 27.500000000000 | $4,788 | $4,788 | |
| IMPROVEMENTS | 2007-05-09 | $4,903 | $1,587 | SL | 27.500000000000 | $178 | $178 | |
| CARPORT LIGHTS & MONITOR | 2007-05-22 | $1,592 | $512 | SL | 27.500000000000 | $58 | $58 | |
| IMPROVEMENTS - CANYON | 2007-08-31 | $17,068 | $5,330 | SL | 27.500000000000 | $621 | $621 | |
| IMPROVEMENTS | 2007-10-12 | $1,524 | $468 | SL | 27.500000000000 | $55 | $55 | |
| BUILDING | 2010-03-31 | $46,538 | $10,152 | 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 | $2,026 | SL | 27.500000000000 | $109 | $109 | |
| HOUSE - LCL RENTAL | 1996-09-19 | $144,400 | $102,832 | SL | 27.500000000000 | $5,251 | $5,251 | |
| REFRIGERATOR | 2003-03-31 | $600 | $600 | SL | 7.000000000000 | $0 | $0 | |
| REPAIRS, CLEANING, PAINT | 2004-01-29 | $33,296 | $14,734 | 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 | $612 | SL | 15.000000000000 | $48 | $48 | |
| 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 | $1,062 | SL | 27.500000000000 | $91 | $91 | |
| NEW WIRING | 2006-02-10 | $1,156 | $427 | SL | 27.500000000000 | $42 | $42 | |
| NEW TILE | 2005-11-09 | $5,866 | $2,219 | SL | 27.500000000000 | $213 | $213 | |
| LIGHTS | 2006-12-15 | $2,323 | $784 | SL | 27.500000000000 | $84 | $84 | |
| CROWN MOLDING | 2007-01-10 | $1,052 | $352 | SL | 27.500000000000 | $38 | $38 | |
| ELECTRICAL BOX AND WIRING | 2007-04-06 | $2,141 | $702 | SL | 27.500000000000 | $78 | $78 | |
| IMPROVEMENTS | 2007-07-13 | $635 | $201 | SL | 27.500000000000 | $23 | $23 | |
| OUTDOOR ELECTRICAL PANEL | 2007-09-21 | $3,883 | $1,199 | 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 | $80,130 | SL | 27.500000000000 | $10,684 | $10,684 | |
| IMPROVEMENTS | 2008-12-31 | $222,218 | $58,587 | SL | 27.500000000000 | $8,081 | $8,081 | |
| IMPROVEMENTS | 2009-03-31 | $17,177 | $4,375 | SL | 27.500000000000 | $625 | $625 | |
| LCL REMODEL | 2010-03-31 | $12,250 | $2,670 | 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 | $7,187 | SL | 27.500000000000 | $1,369 | $1,369 | |
| DRAPERIES | 2011-03-01 | $17,773 | $12,907 | SL | 7.000000000000 | $2,539 | $2,539 | |
| IMPROVEMENTS '10 | 2010-07-01 | $11,531 | $2,409 | SL | 27.500000000000 | $419 | $419 | |
| FURNITURE | 2010-07-01 | $3,445 | $2,829 | SL | 7.000000000000 | $492 | $492 | |
| SECURITY SYSTEM | 2011-03-01 | $1,646 | $1,195 | SL | 7.000000000000 | $235 | $235 | |
| WOOD FLOORING FOR OFFICE | 2014-12-05 | $29,147 | $1,413 | SL | 27.500000000000 | $1,060 | $1,060 | |
| NEW AIR CONDITIONING UNIT | 2016-09-26 | $8,843 | SL | 27.500000000000 | $161 | $161 | ||
| SECURITY SYSTEM | 2011-03-01 | $549 | $397 | SL | 7.000000000000 | $78 | $78 | |
| NEW STORAGE SHED | 2014-10-13 | $90,310 | $4,926 | SL | 27.500000000000 | $3,284 | $3,284 | |
| LAUNDRY ROOM - NEW FLOORING | 2016-10-05 | $4,535 | SL | 27.500000000000 | $82 | $82 | ||
| NEW STORAGE BUILDING | 2016-09-16 | $105,527 | SL | 27.500000000000 | $1,919 | $1,919 | ||
| HP PRINTER | 2010-07-12 | $647 | $647 | SL | 5.000000000000 | $0 | $0 | |
| LEAF BLOWER | 2010-12-01 | $533 | $533 | SL | 5.000000000000 | $0 | $0 | |
| HP COMPUTER | 2010-12-01 | $807 | $807 | SL | 5.000000000000 | $0 | $0 | |
| CONFERENCE ROOM FURNITURE | 2010-07-01 | $4,307 | $3,536 | SL | 7.000000000000 | $615 | $0 | |
| OFFICE FURNISHINGS | 2011-02-09 | $4,261 | $3,146 | SL | 7.000000000000 | $609 | $0 | |
| WATER WELLS #4 | 2011-03-31 | $111,533 | $37,180 | SL | 15.000000000000 | $7,436 | $7,436 | |
| REVERSE OSMOSIS SYSTEM | 2011-03-31 | $298,606 | $213,290 | SL | 7.000000000000 | $42,658 | $42,658 | |
| 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 | |
| VACUUM CLEANER | 2011-05-05 | $3,552 | $3,491 | SL | 5.000000000000 | $61 | $0 | |
| PROJECTOR | 2011-05-05 | $640 | $629 | SL | 5.000000000000 | $11 | $0 | |
| SONY COMPUTER | 2011-06-03 | $7,382 | $7,134 | SL | 5.000000000000 | $248 | $0 | |
| SONY COMPUTER | 2011-06-03 | $7,382 | $7,134 | SL | 5.000000000000 | $248 | $0 | |
| IMPROVEMENTS '10 | 2010-03-31 | $286,334 | $62,472 | SL | 27.500000000000 | $10,412 | $10,412 | |
| IMPROVEMENTS '10 | 2010-03-31 | $205,383 | $44,808 | SL | 27.500000000000 | $7,468 | $7,468 | |
| SONY COMPUTER | 2011-06-03 | $6,026 | $5,824 | SL | 5.000000000000 | $202 | $0 | |
| SONY COMPUTER | 2011-07-07 | $5,278 | $5,016 | SL | 5.000000000000 | $262 | $0 | |
| HEDGE TRIMMER | 2011-10-27 | $640 | $565 | SL | 5.000000000000 | $75 | $0 | |
| OFFICE CHAIRS | 2011-11-15 | $1,752 | $1,546 | SL | 5.000000000000 | $206 | $0 | |
| SONY NOTEBOOK | 2011-11-23 | $1,800 | $1,560 | SL | 5.000000000000 | $240 | $0 | |
| SONY COMPUTER | 2011-07-07 | $8,712 | $8,275 | SL | 5.000000000000 | $437 | $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 | $8,997 | SL | 5.000000000000 | $151 | $0 | |
| OFFICE CHAIRS - CONFERENCE ROOM | 2011-08-09 | $3,504 | $3,271 | SL | 5.000000000000 | $233 | $0 | |
| FURNISHINGS - CONFERENCE ROOM | 2011-11-01 | $26,649 | $23,541 | SL | 5.000000000000 | $3,108 | $0 | |
| FURNISHINGS | 2011-08-10 | $51,593 | $48,155 | SL | 5.000000000000 | $3,438 | $3,438 | |
| IMPROVEMENTS | 2011-10-26 | $61,490 | $9,876 | SL | 27.500000000000 | $2,236 | $2,236 | |
| WATER WELLS | 2012-03-31 | $326,302 | $87,012 | SL | 15.000000000000 | $21,753 | $21,753 | |
| SECURITY CAMERA | 2012-03-09 | $962 | $784 | SL | 5.000000000000 | $178 | $0 | |
| REVERSE OSMOSIS SYSTEM | 2012-01-17 | $123,149 | $73,304 | SL | 7.000000000000 | $17,593 | $17,593 | |
| FURNISHINGS | 2011-06-05 | $2,379 | $1,643 | SL | 7.000000000000 | $340 | $340 | |
| FURNISHINGS | 2011-11-01 | $8,571 | $5,406 | SL | 7.000000000000 | $1,224 | $1,224 | |
| STORAGE BUILDING | 2010-11-23 | $3,397 | $620 | SL | 27.500000000000 | $124 | $124 | |
| LAND IMPROVEMENTS | 2011-06-30 | $194,829 | $61,697 | SL | 15.000000000000 | $12,989 | $12,989 | |
| FURNISHINGS | 2013-01-25 | $9,476 | $6,001 | SL | 5.000000000000 | $1,895 | $1,895 | |
| IMPROVEMENTS | 2012-07-17 | $17,072 | $2,277 | SL | 27.500000000000 | $621 | $621 | |
| DEHUMIDIFIER | 2013-01-25 | $1,669 | $754 | SL | 7.000000000000 | $238 | $238 | |
| FURNISHINGS | 2013-01-25 | $28,954 | $13,097 | SL | 7.000000000000 | $4,136 | $4,136 | |
| PICTURE FRAMES | 2013-03-31 | $8,000 | $3,429 | SL | 7.000000000000 | $1,143 | $1,143 | |
| STORAGE BUILDING | 2012-10-01 | $10,300 | $1,312 | SL | 27.500000000000 | $375 | $375 | |
| CAMERA | 2012-06-28 | $7,346 | $5,509 | SL | 5.000000000000 | $1,469 | $0 | |
| TABLE SAW | 2012-07-17 | $2,722 | $1,995 | SL | 5.000000000000 | $544 | $0 | |
| 2 COMPUTERS | 2012-07-31 | $4,148 | $3,043 | SL | 5.000000000000 | $830 | $0 | |
| WELDING MACHINE | 2012-09-13 | $4,478 | $3,210 | SL | 5.000000000000 | $896 | $0 | |
| FILE CABINET | 2012-07-17 | $1,005 | $528 | SL | 7.000000000000 | $144 | $0 | |
| TABLES - OFFICE | 2012-10-25 | $11,637 | $5,679 | SL | 7.000000000000 | $1,662 | $0 | |
| FURNITURE | 2012-11-27 | $15,952 | $7,597 | SL | 7.000000000000 | $2,279 | $0 | |
| FURNITURE | 2013-01-25 | $10,759 | $4,867 | SL | 7.000000000000 | $1,537 | $0 | |
| PICTURE FRAMES | 2013-03-31 | $8,000 | $3,429 | SL | 7.000000000000 | $1,143 | $0 | |
| WATER WELLS | 2013-03-27 | $458,685 | $91,737 | SL | 15.000000000000 | $30,579 | $30,579 | |
| REVERSE OSMOSIS SYSTEM IMPROVEMENT | 2013-01-17 | $4,204 | $1,903 | SL | 7.000000000000 | $601 | $601 | |
| IMPROVEMENTS | 2013-03-21 | $1,260 | $138 | SL | 27.500000000000 | $46 | $46 | |
| WATER WELLS | 2013-03-31 | $115,035 | $23,007 | SL | 15.000000000000 | $7,669 | $7,669 | |
| IMRPOVEMENTS - PALM TREES | 2013-12-13 | $9,586 | $814 | SL | 27.500000000000 | $349 | $349 | |
| BACKPACK SPRAYERS | 2013-08-06 | $23,762 | $12,672 | SL | 5.000000000000 | $4,752 | $4,752 | |
| WATER WELLS | 2014-03-31 | $285,236 | $38,032 | SL | 15.000000000000 | $19,016 | $19,016 | |
| REVERSE OSMOSIS SYSTEM | 2014-03-31 | $427,309 | $122,088 | SL | 7.000000000000 | $61,044 | $61,044 | |
| PLUMBING ADOBE | 2015-01-17 | $6,955 | $541 | SL | 15.000000000000 | $464 | $464 | |
| IMPROVEMENTS - LANDSCAPING | 2014-03-17 | $1,923 | $256 | SL | 15.000000000000 | $128 | $128 | |
| FURNISHINGS | 2013-05-16 | $14,542 | $5,885 | SL | 7.000000000000 | $2,077 | $2,077 | |
| FURNISHINGS | 2013-05-16 | $11,410 | $4,618 | SL | 7.000000000000 | $1,630 | $1,630 | |
| FURNISHINGS | 2013-05-30 | $3,931 | $1,592 | SL | 7.000000000000 | $562 | $562 | |
| FURNISHINGS | 2013-05-30 | $975 | $394 | SL | 7.000000000000 | $139 | $139 | |
| IMPROVEMENTS - LANDSCAPING | 2014-07-29 | $34,322 | $3,813 | SL | 15.000000000000 | $2,288 | $2,288 | |
| DISCOVERY COMPUTER | 2013-12-16 | $4,116 | $1,852 | SL | 5.000000000000 | $823 | $0 | |
| APPLE COMPUTER | 2014-03-26 | $3,784 | $1,514 | SL | 5.000000000000 | $757 | $0 | |
| PICTURE FRAMES | 2013-06-10 | $4,536 | $1,836 | SL | 7.000000000000 | $648 | $0 | |
| PICTURE FRAMES | 2013-09-10 | $2,406 | $889 | SL | 7.000000000000 | $344 | $0 | |
| TABLES & CABINETS - OFFICE | 2013-05-30 | $6,048 | $2,448 | SL | 7.000000000000 | $864 | $0 | |
| OFFICE CHAIRS - OFFICE | 2013-07-16 | $3,689 | $1,405 | SL | 7.000000000000 | $527 | $0 | |
| OFFICE CHAIRS - OFFICE | 2013-08-13 | $3,328 | $1,267 | SL | 7.000000000000 | $475 | $0 | |
| FILTRATION EQUIPMENT | 2013-09-10 | $714 | $369 | SL | 5.000000000000 | $143 | $0 | |
| CONFERENCE TABLE ADOBE | 2015-03-12 | $1,944 | $421 | SL | 5.000000000000 | $389 | $389 | |
| IMPROVEMENTS | 2014-07-29 | $160,913 | $9,752 | SL | 27.500000000000 | $5,851 | $5,851 | |
| IMPROVEMENTS | 2014-10-08 | $64,684 | $3,528 | SL | 27.500000000000 | $2,352 | $2,352 | |
| CONVENTION OVEN | 2014-12-05 | $5,456 | $1,039 | SL | 7.000000000000 | $779 | $779 | |
| GARAGE DOOR | 2015-02-27 | $3,248 | $503 | SL | 7.000000000000 | $464 | $464 | |
| DISHWASHER | 2015-03-03 | $2,232 | $346 | SL | 7.000000000000 | $319 | $319 | |
| DRAPERIES & UPHOLESTRY | 2014-12-05 | $18,694 | $3,561 | SL | 7.000000000000 | $2,671 | $2,671 | |
| HP COMPUTER | 2014-04-01 | $2,195 | $878 | SL | 5.000000000000 | $439 | $0 | |
| SAMSUNG COMPUTER | 2014-04-17 | $2,185 | $838 | SL | 5.000000000000 | $437 | $0 | |
| HP 500 PRINTER | 2014-04-30 | $1,000 | $383 | SL | 5.000000000000 | $200 | $0 | |
| HP COPIER | 2014-10-02 | $6,210 | $1,863 | SL | 5.000000000000 | $1,242 | $0 | |
| APPLE IPAD | 2014-10-27 | $1,006 | $285 | SL | 5.000000000000 | $201 | $0 | |
| NIKON CAMERA EQUIPMENT | 2014-11-21 | $1,897 | $505 | SL | 5.000000000000 | $379 | $0 | |
| APPLE TABLETS (2) | 2014-11-21 | $2,020 | $539 | SL | 5.000000000000 | $404 | $0 | |
| APPLE IPAD | 2014-12-01 | $1,006 | $268 | SL | 5.000000000000 | $201 | $0 | |
| APPLE IPAD | 2014-10-27 | $898 | $255 | SL | 5.000000000000 | $180 | $0 | |
| IMPROVEMENTS | 2014-07-10 | $151,692 | $9,653 | SL | 27.500000000000 | $5,516 | $5,516 | |
| MONITORING WATER WELLS (3) | 2014-10-31 | $297,326 | $28,081 | SL | 15.000000000000 | $19,822 | $19,822 | |
| OFFICE FURNITURE SHELVING | 2014-09-02 | $6,602 | $1,493 | SL | 7.000000000000 | $943 | $0 | |
| REVERSE OSMOSIS EQUIPMENT | 2014-11-05 | $1,033,770 | $209,215 | SL | 7.000000000000 | $147,681 | $147,681 | |
| WATER WELL | 2016-03-31 | $270,192 | NC | $0 | $0 | 0.000000000000 | ||
| WATER WELL | 2016-03-31 | $337,360 | NC | $0 | $0 | 0.000000000000 | ||
| REBUILDING ORIGINAL WATER WELL | 2017-03-31 | $123,825 | NC | $0 | $0 | 0.000000000000 | ||
| REMODEL | 2017-03-31 | $147,853 | SL | 27.500000000000 | $0 | $0 | ||
| FURNISHINGS | 2017-03-31 | $83,703 | SL | 5.000000000000 | $0 | $0 | ||
| IMPROVEMENTS - TREES | 2015-12-15 | $4,387 | $53 | SL | 27.500000000000 | $160 | $160 | |
| WATER EQUIPMENT | 2015-07-24 | $13,299 | $1,773 | SL | 5.000000000000 | $2,660 | $2,660 | |
| LAUNDRY ROOM | 2016-03-01 | $6,110 | $73 | SL | 7.000000000000 | $873 | $873 | |
| CARRIAGE HOUSE | 2016-03-31 | $75,452 | NC | $0 | $0 | 0.000000000000 | ||
| DRAPERIES & UPHOLESTRY | 2015-04-07 | $26,506 | $3,787 | SL | 7.000000000000 | $3,787 | $3,787 | |
| FILING CABINET | 2015-04-10 | $15,751 | $2,250 | SL | 7.000000000000 | $2,250 | $0 | |
| FILTRATION EQUIPMENT | 2015-07-30 | $10,089 | $1,345 | SL | 5.000000000000 | $2,018 | $0 | |
| LAUNDRY ROOM | 2016-08-04 | $31,093 | SL | 27.500000000000 | $754 | $754 | ||
| FURNISHINGS | 2015-06-02 | $951 | $113 | SL | 7.000000000000 | $136 | $0 | |
| WATER WELLS | 2015-04-16 | $69,968 | $4,276 | SL | 15.000000000000 | $4,665 | $4,665 | |
| REVERSE OSMOSIS SYSTEM | 2015-04-21 | $16,072 | $2,105 | SL | 7.000000000000 | $2,296 | $2,296 | |
| FURNISHINGS | 2015-11-28 | $1,800 | $86 | SL | 7.000000000000 | $257 | $0 | |
| FURNISHINGS | 2015-12-30 | $1,440 | $51 | SL | 7.000000000000 | $206 | $0 | |
| FURNISHINGS | 2016-03-01 | $1,435 | $17 | SL | 7.000000000000 | $205 | $0 | |
| CABINET | 2015-11-28 | $2,250 | $107 | SL | 7.000000000000 | $321 | $321 | |
| TABLES & PANELS | 2015-12-30 | $6,938 | $248 | SL | 7.000000000000 | $991 | $991 | |
| BOOKCASE | 2016-03-25 | $2,500 | SL | 7.000000000000 | $357 | $357 | ||
| WATER WELLS | 2015-05-15 | $57,693 | $3,526 | SL | 15.000000000000 | $3,846 | $3,846 | |
| WATER WELLS | 2015-11-17 | $158,450 | $3,521 | SL | 15.000000000000 | $10,563 | $10,563 | |
| WATER WELLS | 2015-12-23 | $151,820 | $2,530 | SL | 15.000000000000 | $10,121 | $10,121 | |
| WATER WELLS | 2016-03-31 | $127,928 | SL | 15.000000000000 | $8,529 | $8,529 | ||
| GARAGE | 2016-03-31 | $74,976 | SL | 27.500000000000 | $2,726 | $2,726 | ||
| WATER EQUIPMENT | 2015-12-09 | $8,852 | $590 | SL | 5.000000000000 | $1,770 | $1,770 | |
| WATER EQUIPMENT | 2016-03-30 | $5,591 | SL | 5.000000000000 | $1,118 | $1,118 | ||
| GARAGE | 2017-03-31 | $694,175 | NC | 27.500000000000 | $0 | $0 | ||
| FIRE ALARMS | 2016-07-15 | $1,599 | SL | 5.000000000000 | $240 | $0 | ||
| WEED EATER | 2016-07-15 | $725 | SL | 5.000000000000 | $109 | $0 | ||
| TWO SMALL LATOPS (OFFICE) | 2016-07-15 | $4,648 | SL | 5.000000000000 | $697 | $0 | ||
| COMMERCIAL BUILDING | 2015-07-27 | $5,106,051 | $123,783 | SL | 27.500000000000 | $185,675 | $185,675 | |
| HP COLORJET PRINTER | 2016-07-15 | $3,027 | SL | 5.000000000000 | $454 | $0 | ||
| 2016 FOR F-250 TRUCK | 2016-08-13 | $64,396 | SL | 5.000000000000 | $8,586 | $0 | ||
| TREES | 2016-07-19 | $364 | SL | 27.500000000000 | $9 | $9 | ||
| LANDSCAPING | 2016-08-19 | $3,920 | SL | 27.500000000000 | $83 | $83 | ||
| BEDROOM WING REMODEL | 2017-03-31 | $268,628 | SL | 27.500000000000 | $0 | $0 | ||
| LANDSCAPING | 2016-09-26 | $4,944 | SL | 27.500000000000 | $90 | $90 | ||
| LANDSCAPING | 2016-09-26 | $2,575 | SL | 27.500000000000 | $47 | $47 | ||
| LANDSCAPING | 2016-11-21 | $5,785 | SL | 27.500000000000 | $70 | $70 | ||
| LANDSCAPING | 2016-12-20 | $1,949 | SL | 27.500000000000 | $18 | $18 | ||
| TUBE TELEMETRY WITH HYDROVU | 2016-04-11 | $5,354 | SL | 5.000000000000 | $1,071 | $1,071 | ||
| CAMERA | 2017-03-31 | $868 | SL | 5.000000000000 | $0 | $0 | ||
| BRINE PROJECT | 2017-03-31 | $131,039 | NC | $0 | $0 | 0.000000000000 | ||
| WATER WELL #1 | 2016-09-27 | $6,358 | SL | 15.000000000000 | $212 | $212 | ||
| WATER WELL #2 | 2016-09-27 | $6,358 | SL | 15.000000000000 | $212 | $212 | ||
| WATER WELL #3 | 2016-04-19 | $3,143 | SL | 15.000000000000 | $192 | $192 | ||
| WATER WELL #4 | 2016-09-27 | $6,358 | SL | 15.000000000000 | $212 | $212 | ||
| WATER WELL #5 | 2016-12-22 | $17,387 | SL | 15.000000000000 | $290 | $290 | ||
| WATER WELL #6 | 2016-09-27 | $6,358 | SL | 15.000000000000 | $212 | $212 | ||
| WATER WELL #7 | 2016-09-27 | $6,358 | SL | 15.000000000000 | $212 | $212 | ||
| WATER WELL #8 | 2016-09-27 | $6,358 | SL | 15.000000000000 | $212 | $212 | ||
| WATER WELL #9 | 2016-09-27 | $3,295 | SL | 15.000000000000 | $110 | $110 | ||
| WATER WELL #10 | 2016-09-27 | $3,295 | SL | 15.000000000000 | $110 | $110 | ||
| WATER WELL #11 | 2016-11-30 | $71,757 | SL | 15.000000000000 | $1,595 | $1,595 | ||
| WATER WELL #12 | 2016-11-30 | $61,679 | SL | 15.000000000000 | $1,371 | $1,371 | ||
| WATER WELL #13 | 2017-03-20 | $132,288 | SL | 15.000000000000 | $0 | $0 | ||
| BEACH WELL | 2017-03-29 | $179,956 | SL | 15.000000000000 | $0 | $0 | ||
| CARRIAGE HOUSE | 2017-03-31 | $752,087 | NC | $0 | $0 | 0.000000000000 | ||
| LANDSCAPING | 2016-09-26 | $1,762 | SL | 15.000000000000 | $59 | $59 | ||
| WASHER & DRYER | 2016-07-15 | $5,043 | SL | 7.000000000000 | $540 | $540 | ||
| STEREO, SPEAKERS, BASE STATION | 2016-11-24 | $1,455 | SL | 7.000000000000 | $69 | $69 | ||
| RUG | 2016-11-10 | $2,360 | SL | 7.000000000000 | $140 | $140 | ||
| RUG | 2017-03-24 | $1,799 | SL | 7.000000000000 | $0 | $0 | ||
| CONFERENCE ROOM CHAIRS (10) | 2016-08-04 | $28,187 | SL | 7.000000000000 | $2,684 | $0 | ||
| WATER WELL | 2017-03-31 | $889,636 | NC | $0 | $0 | 0.000000000000 | ||
| FENCING HILLSIDE | 2016-09-26 | $20,532 | SL | 15.000000000000 | $684 | $684 | ||
| MODIFICATIONS TO 2016 F-250 TRUCK | 2016-09-23 | $30,038 | SL | 5.000000000000 | $3,004 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM PP0-PF, LINE 1(A)(4) | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION UTILIZES THE SERVICES OF CHARLES C. GRAY AND HIS AFFILIATED ROTH CAPITAL FOR FINANCIAL ADVISORY AND ADMINISTRATIVE DUTIES; MR. GRAY IS THE TREASURER OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $27,429,273 | EOYBookValueAmt |
| EOYFMV | $27,091,521 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON AND PREFERRED STOCK | StockNm |
| EOY Book Value | $39,339,562 | EOYBookValueAmt |
| EOYFMV | $59,148,877 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (234 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 | $243,677 | $44,540 |
| FENCING | $4,660 | $2,704 | $1,956 |
| IMPROVEMENTS TO RED MTN | $8,977 | $3,831 | $5,146 |
| FENCING | $10,640 | $3,773 | $6,867 |
| WATERFALL/FOUNTAIN | $519 | $329 | $190 |
| FENCING & GATE | $1,352 | $457 | $895 |
| TAYLOR RANCH ROAD | $54,971 | $18,158 | $36,813 |
| IMPROVEMENTS | $8,473 | $2,772 | $5,701 |
| WATER WELLS | $705,927 | $167,434 | $538,493 |
| IMPROVEMENTS | $71,588 | $23,427 | $48,161 |
| LAND IMPROVEMENTS | $241,475 | $140,858 | $100,617 |
| LAND IMPROVEMENTS | $73,136 | $41,446 | $31,690 |
| LAND IMPROVEMENTS | $194,107 | $106,755 | $87,352 |
| LAND IMPROVEMENTS | $104,403 | $55,680 | $48,723 |
| ROOF | $21,165 | $6,737 | $14,428 |
| WATER WELLS | $268,770 | $48,244 | $220,526 |
| LAND - MAIN HOUSE | $350,000 | $0 | $350,000 |
| BUILDING - MAIN HOUSE | $475,000 | $408,866 | $66,134 |
| BUILT-IN MICROWAVE | $453 | $340 | $113 |
| HARDWOOD FLOORS | $2,900 | $1,882 | $1,018 |
| DRAPERY | $1,956 | $1,278 | $678 |
| FURNACE | $1,864 | $884 | $980 |
| HOUSE RENOVATION | $170,010 | $77,275 | $92,735 |
| WATER HEATER | $685 | $685 | $0 |
| BATHROOM AND KITCHEN | $1,257 | $567 | $690 |
| AIR CONDITIONING | $1,323 | $1,323 | $0 |
| APPLIANCES | $5,125 | $5,125 | $0 |
| DISHWASHER | $1,121 | $1,121 | $0 |
| IMPROVEMENTS | $600 | $218 | $382 |
| IMPROVEMENTS | $6,880 | $2,375 | $4,505 |
| ROOF AND RAFTERS | $35,778 | $12,143 | $23,635 |
| AWNINGS | $2,077 | $2,077 | $0 |
| LAND - MUSIC STUDIO | $275,000 | $0 | $275,000 |
| BUILDING - MUSIC STUDIO | $275,000 | $236,667 | $38,333 |
| IMPROVEMENTS | $65,537 | $55,603 | $9,934 |
| WATER SOFTENER | $850 | $464 | $386 |
| 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 | $471 | $784 |
| IMPROVEMENTS | $600 | $199 | $401 |
| WINDOWS | $26,289 | $8,763 | $17,526 |
| IMPROVEMENTS | $12,426 | $4,106 | $8,320 |
| GATE | $4,155 | $1,409 | $2,746 |
| IMPROVEMENTS | $200,621 | $59,576 | $141,045 |
| IMPROVEMENTS - LAND | $69,292 | $37,722 | $31,570 |
| 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 | $25,434 | $24,869 |
| LAND - HOUSE/OFFICE/LOT | $275,000 | $0 | $275,000 |
| OFFICE - HOUSE/OFFICE/LOT | $45,600 | $24,841 | $20,759 |
| FLOURESCENT LIGHTS | $2,747 | $2,747 | $0 |
| LEASEHOLD IMPROVEMENTS | $18,947 | $12,115 | $6,832 |
| LEASEHOLD IMPROVEMENTS | $10,184 | $6,136 | $4,048 |
| LEASEHOLD IMPROVEMENTS | $41,751 | $23,656 | $18,095 |
| WATER HEATER | $521 | $521 | $0 |
| CONSTRUCTION IN PROGRESS | $156,692 | $68,851 | $87,841 |
| CONSTRUCTION IN PROGRESS | $454,814 | $199,846 | $254,968 |
| WATER SOFTENER | $1,175 | $1,175 | $0 |
| CAMERA | $1,925 | $1,925 | $0 |
| NEW GATE | $6,132 | $4,703 | $1,429 |
| ROSE GARDEN | $7,168 | $5,338 | $1,830 |
| MAIL BOXES | $1,387 | $1,387 | $0 |
| PARKING AREA | $28,003 | $10,944 | $17,059 |
| STORAGE UNIT IN BACK | $71,808 | $26,545 | $45,263 |
| STORAGE UNIT | $21,853 | $7,950 | $13,903 |
| IMPROVEMENTS | $12,150 | $4,346 | $7,804 |
| IMPROVEMENTS | $2,918 | $1,025 | $1,893 |
| VARIOUS OFFICE PRODUCTS | $12,575 | $12,575 | $0 |
| LAND - STABLES/LOT | $290,000 | $0 | $290,000 |
| STABLES - STABLES/LOT | $10,000 | $7,735 | $2,265 |
| CAR PORT | $2,919 | $2,155 | $764 |
| MOTION SEC LIGHTS & LABOR | $801 | $580 | $221 |
| SHELVES/SHOP | $354 | $260 | $94 |
| CONCRETE SLAB | $860 | $620 | $240 |
| CONCRETE SLAB | $4,088 | $2,719 | $1,369 |
| CEMENT WALL | $764 | $492 | $272 |
| ROOF | $15,560 | $7,311 | $8,249 |
| NEW BARN ADDITION | $63,980 | $26,179 | $37,801 |
| ADD NEW BARN ADDITION | $131,673 | $48,279 | $83,394 |
| IMPROVEMENTS | $4,903 | $1,765 | $3,138 |
| CARPORT LIGHTS & MONITOR | $1,592 | $570 | $1,022 |
| IMPROVEMENTS - CANYON | $17,068 | $5,951 | $11,117 |
| IMPROVEMENTS | $1,524 | $523 | $1,001 |
| BUILDING | $46,538 | $11,844 | $34,694 |
| VACANT LOT | $300,000 | $0 | $300,000 |
| VACANT LOT | $300,000 | $0 | $300,000 |
| FENCE | $2,995 | $2,135 | $860 |
| HOUSE - LCL RENTAL | $144,400 | $108,083 | $36,317 |
| REFRIGERATOR | $600 | $600 | $0 |
| REPAIRS, CLEANING, PAINT | $33,296 | $15,945 | $17,351 |
| DISHWASHER | $544 | $544 | $0 |
| OVEN STOVE TOP | $818 | $818 | $0 |
| WASHER - DRYER | $740 | $740 | $0 |
| BLINDS | $3,049 | $3,049 | $0 |
| POND | $718 | $660 | $58 |
| WATER SOFTENER | $2,575 | $2,575 | $0 |
| ELECTRICAL WORK | $1,000 | $1,000 | $0 |
| TIMBERMILL STORAGE BARN | $2,499 | $1,153 | $1,346 |
| NEW WIRING | $1,156 | $469 | $687 |
| NEW TILE | $5,866 | $2,432 | $3,434 |
| LIGHTS | $2,323 | $868 | $1,455 |
| CROWN MOLDING | $1,052 | $390 | $662 |
| ELECTRICAL BOX AND WIRING | $2,141 | $780 | $1,361 |
| IMPROVEMENTS | $635 | $224 | $411 |
| OUTDOOR ELECTRICAL PANEL | $3,883 | $1,340 | $2,543 |
| WASHER AND DRYER | $3,726 | $3,726 | $0 |
| IMPROVEMENTS | $293,820 | $90,814 | $203,006 |
| IMPROVEMENTS | $222,218 | $66,668 | $155,550 |
| IMPROVEMENTS | $17,177 | $5,000 | $12,177 |
| LCL REMODEL | $12,250 | $3,115 | $9,135 |
| LAND - WELTY PROPERTY | $4,503,679 | $0 | $4,503,679 |
| IMPROVEMENTS '10 | $37,660 | $8,556 | $29,104 |
| DRAPERIES | $17,773 | $15,446 | $2,327 |
| IMPROVEMENTS '10 | $11,531 | $2,828 | $8,703 |
| FURNITURE | $3,445 | $3,321 | $124 |
| SECURITY SYSTEM | $1,646 | $1,430 | $216 |
| WOOD FLOORING FOR OFFICE | $29,147 | $2,473 | $26,674 |
| NEW AIR CONDITIONING UNIT | $8,843 | $161 | $8,682 |
| SECURITY SYSTEM | $549 | $475 | $74 |
| NEW STORAGE SHED | $90,310 | $8,210 | $82,100 |
| LAUNDRY ROOM - NEW FLOORING | $4,535 | $82 | $4,453 |
| NEW STORAGE BUILDING | $105,527 | $1,919 | $103,608 |
| WATER WELLS #4 | $111,533 | $44,616 | $66,917 |
| REVERSE OSMOSIS SYSTEM | $298,606 | $255,948 | $42,658 |
| IMPROVEMENTS '10 | $286,334 | $72,884 | $213,450 |
| IMPROVEMENTS '10 | $205,383 | $52,276 | $153,107 |
| FURNISHINGS | $51,593 | $51,593 | $0 |
| IMPROVEMENTS | $61,490 | $12,112 | $49,378 |
| WATER WELLS | $326,302 | $108,765 | $217,537 |
| REVERSE OSMOSIS SYSTEM | $123,149 | $90,897 | $32,252 |
| FURNISHINGS | $2,379 | $1,983 | $396 |
| FURNISHINGS | $8,571 | $6,630 | $1,941 |
| STORAGE BUILDING | $3,397 | $744 | $2,653 |
| LAND IMPROVEMENTS | $194,829 | $74,686 | $120,143 |
| FURNISHINGS | $9,476 | $7,896 | $1,580 |
| IMPROVEMENTS | $17,072 | $2,898 | $14,174 |
| DEHUMIDIFIER | $1,669 | $992 | $677 |
| FURNISHINGS | $28,954 | $17,233 | $11,721 |
| PICTURE FRAMES | $8,000 | $4,572 | $3,428 |
| STORAGE BUILDING | $10,300 | $1,687 | $8,613 |
| WATER WELLS | $458,685 | $122,316 | $336,369 |
| REVERSE OSMOSIS SYSTEM IMPROVEMENT | $4,204 | $2,504 | $1,700 |
| IMPROVEMENTS | $1,260 | $184 | $1,076 |
| WATER WELLS | $115,035 | $30,676 | $84,359 |
| IMRPOVEMENTS - PALM TREES | $9,586 | $1,163 | $8,423 |
| BACKPACK SPRAYERS | $23,762 | $17,424 | $6,338 |
| WATER WELLS | $285,236 | $57,048 | $228,188 |
| REVERSE OSMOSIS SYSTEM | $427,309 | $183,132 | $244,177 |
| PLUMBING ADOBE | $6,955 | $1,005 | $5,950 |
| IMPROVEMENTS - LANDSCAPING | $1,923 | $384 | $1,539 |
| FURNISHINGS | $14,542 | $7,962 | $6,580 |
| FURNISHINGS | $11,410 | $6,248 | $5,162 |
| FURNISHINGS | $3,931 | $2,154 | $1,777 |
| FURNISHINGS | $975 | $533 | $442 |
| IMPROVEMENTS - LANDSCAPING | $34,322 | $6,101 | $28,221 |
| CONFERENCE TABLE ADOBE | $1,944 | $810 | $1,134 |
| IMPROVEMENTS | $160,913 | $15,603 | $145,310 |
| IMPROVEMENTS | $64,684 | $5,880 | $58,804 |
| CONVENTION OVEN | $5,456 | $1,818 | $3,638 |
| GARAGE DOOR | $3,248 | $967 | $2,281 |
| DISHWASHER | $2,232 | $665 | $1,567 |
| DRAPERIES & UPHOLESTRY | $18,694 | $6,232 | $12,462 |
| IMPROVEMENTS | $151,692 | $15,169 | $136,523 |
| MONITORING WATER WELLS (3) | $297,326 | $47,903 | $249,423 |
| REVERSE OSMOSIS EQUIPMENT | $1,033,770 | $356,896 | $676,874 |
| WATER WELL | $270,192 | $0 | $270,192 |
| WATER WELL | $337,360 | $0 | $337,360 |
| REBUILDING ORIGINAL WATER WELL | $123,825 | $0 | $123,825 |
| REMODEL | $147,853 | $0 | $147,853 |
| FURNISHINGS | $83,703 | $0 | $83,703 |
| IMPROVEMENTS - TREES | $4,387 | $213 | $4,174 |
| WATER EQUIPMENT | $13,299 | $4,433 | $8,866 |
| LAUNDRY ROOM | $6,110 | $946 | $5,164 |
| CARRIAGE HOUSE | $75,452 | $0 | $75,452 |
| DRAPERIES & UPHOLESTRY | $26,506 | $7,574 | $18,932 |
| LAUNDRY ROOM | $31,093 | $754 | $30,339 |
| WATER WELLS | $69,968 | $8,941 | $61,027 |
| REVERSE OSMOSIS SYSTEM | $16,072 | $4,401 | $11,671 |
| CABINET | $2,250 | $428 | $1,822 |
| TABLES & PANELS | $6,938 | $1,239 | $5,699 |
| BOOKCASE | $2,500 | $357 | $2,143 |
| WATER WELLS | $57,693 | $7,372 | $50,321 |
| WATER WELLS | $158,450 | $14,084 | $144,366 |
| WATER WELLS | $151,820 | $12,651 | $139,169 |
| WATER WELLS | $127,928 | $8,529 | $119,399 |
| GARAGE | $74,976 | $2,726 | $72,250 |
| WATER EQUIPMENT | $8,852 | $2,360 | $6,492 |
| WATER EQUIPMENT | $5,591 | $1,118 | $4,473 |
| GARAGE | $694,175 | $0 | $694,175 |
| COMMERCIAL BUILDING | $5,106,051 | $309,458 | $4,796,593 |
| TREES | $364 | $9 | $355 |
| LANDSCAPING | $3,920 | $83 | $3,837 |
| BEDROOM WING REMODEL | $268,628 | $0 | $268,628 |
| LANDSCAPING | $4,944 | $90 | $4,854 |
| LANDSCAPING | $2,575 | $47 | $2,528 |
| LANDSCAPING | $5,785 | $70 | $5,715 |
| LANDSCAPING | $1,949 | $18 | $1,931 |
| TUBE TELEMETRY WITH HYDROVU | $5,354 | $1,071 | $4,283 |
| CAMERA | $868 | $0 | $868 |
| BRINE PROJECT | $131,039 | $0 | $131,039 |
| WATER WELL #1 | $6,358 | $212 | $6,146 |
| WATER WELL #2 | $6,358 | $212 | $6,146 |
| WATER WELL #3 | $3,143 | $192 | $2,951 |
| WATER WELL #4 | $6,358 | $212 | $6,146 |
| WATER WELL #5 | $17,387 | $290 | $17,097 |
| WATER WELL #6 | $6,358 | $212 | $6,146 |
| WATER WELL #7 | $6,358 | $212 | $6,146 |
| WATER WELL #8 | $6,358 | $212 | $6,146 |
| WATER WELL #9 | $3,295 | $110 | $3,185 |
| WATER WELL #10 | $3,295 | $110 | $3,185 |
| WATER WELL #11 | $71,757 | $1,595 | $70,162 |
| WATER WELL #12 | $61,679 | $1,371 | $60,308 |
| WATER WELL #13 | $132,288 | $0 | $132,288 |
| BEACH WELL | $179,956 | $0 | $179,956 |
| CARRIAGE HOUSE | $752,087 | $0 | $752,087 |
| LANDSCAPING | $1,762 | $59 | $1,703 |
| WASHER & DRYER | $5,043 | $540 | $4,503 |
| STEREO, SPEAKERS, BASE STATION | $1,455 | $69 | $1,386 |
| RUG | $2,360 | $140 | $2,220 |
| RUG | $1,799 | $0 | $1,799 |
| WATER WELL | $889,636 | $0 | $889,636 |
| FENCING HILLSIDE | $20,532 | $684 | $19,848 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 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 | $139,552 | $459,711 |
| EXCHANGE TRADED NOTES | AT COST | $2,241,250 | $789,500 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (102 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 | $798 | $1,299 | $1,299 |
| HEDGE TRIMMER/GAS | $512 | $512 | $0 | $0 |
| STILL WOODCUTTER | $699 | $699 | $0 | $0 |
| WEED WACKER | $512 | $512 | $0 | $0 |
| REFRIGERATOR | $123 | $123 | $0 | $0 |
| TOOL BOX | $258 | $258 | $0 | $0 |
| TOOLS | $88 | $88 | $0 | $0 |
| FILE CABINET | $150 | $150 | $0 | $0 |
| PAPER SHREDDER | $140 | $140 | $0 | $0 |
| HEDGECLIPPER | $582 | $582 | $0 | $0 |
| PERIMETER GATE SYSTEM | $4,145 | $4,145 | $0 | $0 |
| PERIMETER POWER SUPPLY | $888 | $888 | $0 | $0 |
| LOG CUTTER | $635 | $635 | $0 | $0 |
| MOWER | $426 | $426 | $0 | $0 |
| SHREDDER/BAGS | $814 | $814 | $0 | $0 |
| PHONE SYSTEM | $180 | $180 | $0 | $0 |
| EXTENSION SAW | $618 | $618 | $0 | $0 |
| WEEDEATER | $512 | $512 | $0 | $0 |
| STIHL BLOWER | $430 | $430 | $0 | $0 |
| FILE CABINETS | $8,221 | $8,218 | $3 | $3 |
| GATE CAMERAS | $210 | $210 | $0 | $0 |
| GATE CAMERAS | $1,086 | $1,086 | $0 | $0 |
| TWO VACUUM CLEANERS | $1,464 | $1,464 | $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 |
| TOOLS | $862 | $862 | $0 | $0 |
| TREES | $2,539 | $1,521 | $1,018 | $1,018 |
| 2008 CHEVY SILVERADO 3500 | $48,735 | $48,735 | $0 | $0 |
| FILING CABINET | $3,367 | $3,367 | $0 | $0 |
| LASERJET PRINTER | $700 | $700 | $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 |
| APPLE LAPTOP COMPUTER | $4,200 | $4,200 | $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 |
| HP PRINTER | $647 | $647 | $0 | $0 |
| LEAF BLOWER | $533 | $533 | $0 | $0 |
| HP COMPUTER | $807 | $807 | $0 | $0 |
| CONFERENCE ROOM FURNITURE | $4,307 | $4,151 | $156 | $156 |
| OFFICE FURNISHINGS | $4,261 | $3,755 | $506 | $506 |
| CHEVROLET SILVERADO | $46,997 | $46,997 | $0 | $0 |
| TEX TRAILER | $2,153 | $2,153 | $0 | $0 |
| VACUUM CLEANER | $3,552 | $3,552 | $0 | $0 |
| PROJECTOR | $640 | $640 | $0 | $0 |
| SONY COMPUTER | $7,382 | $7,382 | $0 | $0 |
| SONY COMPUTER | $7,382 | $7,382 | $0 | $0 |
| SONY COMPUTER | $6,026 | $6,026 | $0 | $0 |
| SONY COMPUTER | $5,278 | $5,278 | $0 | $0 |
| HEDGE TRIMMER | $640 | $640 | $0 | $0 |
| OFFICE CHAIRS | $1,752 | $1,752 | $0 | $0 |
| SONY NOTEBOOK | $1,800 | $1,800 | $0 | $0 |
| SONY COMPUTER | $8,712 | $8,712 | $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 | $6,978 | $368 | $368 |
| TABLE SAW | $2,722 | $2,539 | $183 | $183 |
| 2 COMPUTERS | $4,148 | $3,873 | $275 | $275 |
| WELDING MACHINE | $4,478 | $4,106 | $372 | $372 |
| FILE CABINET | $1,005 | $672 | $333 | $333 |
| TABLES - OFFICE | $11,637 | $7,341 | $4,296 | $4,296 |
| FURNITURE | $15,952 | $9,876 | $6,076 | $6,076 |
| FURNITURE | $10,759 | $6,404 | $4,355 | $4,355 |
| PICTURE FRAMES | $8,000 | $4,572 | $3,428 | $3,428 |
| DISCOVERY COMPUTER | $4,116 | $2,675 | $1,441 | $1,441 |
| APPLE COMPUTER | $3,784 | $2,271 | $1,513 | $1,513 |
| PICTURE FRAMES | $4,536 | $2,484 | $2,052 | $2,052 |
| PICTURE FRAMES | $2,406 | $1,233 | $1,173 | $1,173 |
| TABLES & CABINETS - OFFICE | $6,048 | $3,312 | $2,736 | $2,736 |
| OFFICE CHAIRS - OFFICE | $3,689 | $1,932 | $1,757 | $1,757 |
| OFFICE CHAIRS - OFFICE | $3,328 | $1,742 | $1,586 | $1,586 |
| FILTRATION EQUIPMENT | $714 | $512 | $202 | $202 |
| HP COMPUTER | $2,195 | $1,317 | $878 | $878 |
| SAMSUNG COMPUTER | $2,185 | $1,275 | $910 | $910 |
| HP 500 PRINTER | $1,000 | $583 | $417 | $417 |
| HP COPIER | $6,210 | $3,105 | $3,105 | $3,105 |
| APPLE IPAD | $1,006 | $486 | $520 | $520 |
| NIKON CAMERA EQUIPMENT | $1,897 | $884 | $1,013 | $1,013 |
| APPLE TABLETS (2) | $2,020 | $943 | $1,077 | $1,077 |
| APPLE IPAD | $1,006 | $469 | $537 | $537 |
| APPLE IPAD | $898 | $435 | $463 | $463 |
| OFFICE FURNITURE SHELVING | $6,602 | $2,436 | $4,166 | $4,166 |
| FILING CABINET | $15,751 | $4,500 | $11,251 | $11,251 |
| FILTRATION EQUIPMENT | $10,089 | $3,363 | $6,726 | $6,726 |
| FURNISHINGS | $951 | $249 | $702 | $702 |
| FURNISHINGS | $1,800 | $343 | $1,457 | $1,457 |
| FURNISHINGS | $1,440 | $257 | $1,183 | $1,183 |
| FURNISHINGS | $1,435 | $222 | $1,213 | $1,213 |
| FIRE ALARMS | $1,599 | $240 | $1,359 | $1,359 |
| WEED EATER | $725 | $109 | $616 | $616 |
| TWO SMALL LATOPS (OFFICE) | $4,648 | $697 | $3,951 | $3,951 |
| HP COLORJET PRINTER | $3,027 | $454 | $2,573 | $2,573 |
| 2016 FOR F-250 TRUCK | $64,396 | $8,586 | $55,810 | $55,810 |
| CONFERENCE ROOM CHAIRS (10) | $28,187 | $2,684 | $25,503 | $25,503 |
| MODIFICATIONS TO 2016 F-250 TRUCK | $30,038 | $3,004 | $27,034 | $27,034 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $901 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $901 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE ADVANCES | Desc |
| BOY Book Value | $19,674 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GARDEN AND GROUNDS | $31,141 | $0 | $31,141 |
| REPAIRS AND MAINTENANCE | $139,908 | $0 | $139,908 |
| MISCELLANEOUS | $14,645 | $0 | $14,645 |
| UTILITIES | $29,696 | $0 | $29,696 |
| AUTO EXPENSE | $49,612 | $0 | $49,612 |
| INSURANCE - GENERAL AND LIABILITY | $80,233 | $0 | $80,233 |
| OFFICE SUPPLIES | $29,809 | $0 | $29,809 |
| INSURANCE - HEALTH | $200,339 | $110,660 | $89,679 |
| RENTAL EXPENSES | $5,262,934 | $5,262,934 | $0 |
| FIRE PREVENTION | $127 | $0 | $127 |
| DUES/FEES | $24,308 | $0 | $24,308 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERCENTAGE DEPLETION IN EXCESS OF COST | Desc |
| Amt | $1,684,102 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT PAYABLE | Desc |
| BOY Book Value | $15,000 | BOYBookValueAmt |
| EOY Book Value | $15,000 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA CENTER FOR THE PERFORMING ARTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $5,000,000 | LoanOriginalAmt |
| Balance Due | $5,000,000 | BalanceDueAmt |
| Note | 2016-12 | NoteDt |
| Loan Maturity | 2026-10 | LoanMaturityDt |
| Repayment Terms | 5% OF ORIGINAL PRINCIPAL AMOUNT STARTING 10/15/2022 THROUGH 10/15/2026 | RepaymentTermsTxt |
| Interest | 2.000000000000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | REPAYMENT OF BANK BOND | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
| Consideration FMV | $5,000,000 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - UNION BANK | $56,031 | $56,031 | $0 |
| INVESTMENT FEES - WELLS FARGO | $140,134 | $140,134 | $0 |
| INVESTMENT FEES - MONTECITO B & T | $32,936 | $32,936 | $0 |
| ENGINEERING | $448 | $448 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $14,190 | $14,190 | $0 |
| PAYROLL TAXES | $95,841 | $55,588 | $40,253 |
| TAXES - OFFICE | $235 | $0 | $235 |
| TAXES - MAINTENANCE BUILDING | $4,552 | $0 | $4,552 |