2017-11-13T15:18:07-08:00 2016-12-31 990PF 2016-01-01 776154307 June G Outhwaite Charitable Trust JS Poucher KL Englert & CM Cooney Co-Tr JUNE 8055600841 1206 Coast Village Circle Suite A Santa Barbara CA 93108 Kent L Englert Co-Trustee 2017-05-15 2016 2017-02-10 21:41:12Z X 18511656 X X 16380 16380 392133 392133 39986 3652945 39986 60498 508997 448499 278172 233664 44508 43874 41366 2508 63859 63859 1 1 27192 7192 10655 4262 6393 1258 354 904 20183 3018 17166 445194 353716 71479 704000 704000 1149194 353716 775479 -640197 94783 372486 292684 292684 154710 429479 154710 154710 14496048 16354744 18064262 2144318 4 17442335 16802138 18511656 0 X 17442335 16802138 17442335 16802138 17442335 16802138 17442335 -640197 16802138 16802138 SEE STMT MORGAN STANLEY #015706(TRUSTEE) P 2011-11-01 2016-12-31 760730 551688 209042 209042 16680 MORGAN STANLEY #016543(CLEARING) P 2009-10-02 2016-02-02 530584 506925 23659 23659 SEE STMT MORGAN STANLEY #016530(WEDGEWOOD) P 2011-11-01 2016-12-31 492363 573777 -81414 -81414 SEE STMT MORGAN STANLEY #016546(CONGRESS) P 2011-11-01 2016-12-31 167382 181862 -14480 -14480 SEE STMT MORGAN STANLEY #016557(HL) P 2011-11-01 2016-12-31 515164 560661 -45497 -45497 SEE STMT MORGAN STANLEY #016560(CC) P 2011-11-01 2016-12-31 391866 429082 -37216 -37216 SEE STMT MORGAN STANLEY #016579(zIEGLER) P 2011-11-01 2016-12-31 737836 805484 -67648 -67648 MORGAN STANLEY #015706 CAPITAL GAINS P 2016-01-01 2016-12-31 319 319 319 MORGAN STANLEY #016560 CAPITAL GAINS P 2016-01-01 2016-12-31 43510 43510 43510 MORGAN STANLEY #016543 CAPITAL GAINS P 2016-01-01 2016-12-31 9072 9072 9072 MORGAN STANLEY #016557 WASH SALE P 2011-11-01 2016-12-31 3480 -3480 -3480 SALE OF FOREIGN RIGHTS-HL P 2011-11-01 2016-12-31 4119 4119 4119 39986 false 1110333 18314035 0.06063 1002648 20205234 0.04962 962150 19512093 0.04931 1015247 18972371 0.05351 905869 20428733 0.04434 0.257415 0.051483 17770027 914854 948 915802 775479 1896 1896 1896 21866 21866 X 19970 19970 false false false false false false false false true true CA true false false false false true www.outhwaitefoundation.org Kent L Englert Co-Trustee 8056958355 1206 Coast Village Circle Suite A SB CA 931082710 true UK false false false false false false false false false false false false false false false false false false false false false false false false false Kent L Englert 26 W ANAPAMU Santa Barbara CA 931013144 Trustee 12.62 11 John S Poucher 26 W ANAPAMU Santa Barbara CA 931013144 Trustee 10.00 92724 C Michael Cooney 26 W ANAPAMU Santa Barbara CA 931013144 Trustee 6.75 92724 NONE NONE N/A 0 17618519 422118 0 18040637 0 18040637 270610 17770027 888501 888501 1896 1896 886605 274679 1161284 1161284 775479 775479 775479 1161284 703057 775479 703057 0 72422 1088862 OUTHWAITE FOUNDATION 26 W ANAPAMU SANTA BARBARA CA 931013114 8055600841 APPLICATIONS MUST BE IN WRITING AND INCLUDE:1) MISSION STATEMENT INDICATING DIRECT INVOLVEMENT IN ONE OR MORE OF THE DESIGNATED CATEGORIES.2) THE SPECIFIC PURPOSE TO WHICH THE PROPOSED GRANT WILL BE DEVOTED.3) AN INDICATION OF THE DIRECT BENEFIT TO THE COMMUNITIES THE CHARITY SERVES. 4) EVIDENCE OF QUALIFICATION UNDER CALIFORNIA AND FEDERAL LAW AS A PUBLIC CHARITY BENEFIT CORPORATION IN GOOD STANDING. 5) COPIES OF CURRENT FINANCIAL STATEMENTS.6) LIST OF THE BOARD OF DIRECTORS. JULY 31 OF EACH YEAR TRUSTEES GIVE CONSIDERATION TO ORGANIZATIONS WHO FUNCTION ---------------------------------------------------------IN THE FOLLOWING AREAS IN SANTA BARBARA COUNTY---------------------------------------------- 1) MEDICAL CARE, SUPPORT AND RESEARCH 2) GENERAL ASSISTANCE TO THE DISABLED, ELDERLY AND CHILDREN 3) SUPPORT TO ABUSED WOMEN AND CHILDREN 4) PREVENTION OF CRUELTY TO ANIMALS 5) PRESERVATION OF WILDLIFE AND NATURAL RESOURCES 6) HISTORIC PRESERVATION 7) SUPPORT OF EDUCATION INSTITUTIONS AND MUSEUMS CANCER CENTER OF SANTA BARBARA 601 WEST JUNIPERO STREET Santa Barbara CA 93105 None PC BUILDING A NEW CANCER CENTER 50000 SANTA BARBARA MARITIME MUSEUM 113 HARBOR WAY SUITE 190 SANTA BARBARA CA 93109 None PC OIL IN THE CHANNEL PROGRAM 15000 JODI HOUSE 625 CHAPALA STREET SANTA BARBARA CA 93101 NONE PC BRAIN INJURY SUPPORT PROGRAM 10000 SANTA BARBARA ZOOLOGICAL FOUNDATION 500 NINOS DRIVE SANTA BARBARA CA 93103 NONE PC GIRAFFE ENCLOSURE 25000 ACADEMY OF HEALING ARTS 1209 DE LA VINA STREET SUITE A SANTA BARBARA CA 93101 NONE PC IN-SCHOOL, AFTER SCHOOL & SUMMER EMOTIONAL-SOCIAL LEARNING PROGRAMS FOR TEENS 10000 CARPINTERIA EDUCATION FOUNDATION IN 4545 CARPINTERIA AVENUE CARPINTERIA CA 93013 NONE PC CARPINTERIA CHILDREN'S PROJECT 25000 COUNCIL ON ALCOHOLISM AND DRUG ABUS 232 E CANON PERDIDO STREET SANTA BARBARA CA 93101 NONE PC GENERAL SUPPORT FOR SUBSTANCE ABUSE TREATMENT PROGRAM AT DANIEL BRYANT YOUTH AND FAMILY CENTER 25000 HILLSIDE HOUSE INC 1235 VERONICA SPRINGS ROAD SANTA BARBARA CA 93105 NONE PC CORE SUPPORTDURING PRE-CONSTRUCTION PHASE OF COMMUNITY PLAN DEVELOPMENT 2500 TRANSITION HOUSE 425 EAST COTA STREET SANTA BARBARA CA 93101 NONE PC LANDLORD LIAISON PARTNERSHIP 10000 PLANNED PARENTHOOD CALIFORNIA CENTR 518 GARDEN STREET SANTA BARBARA CA 93101 NONE PC TEEN PREGNANCY PREVENTION PROGRAMS 5000 SANTA BARBARA RESCUE MISSION 535 EAST YANONALI STREET SANTA BARBARA CA 93103 NONE PC RECOVERY PROGRAM 20000 THE TRUST FOR PUBLIC LAND 101 MONTGOMERY STREET SUITE 900 SAN FRANCISCO CA 94104 NONE PC COMMUNITY CONSERVATION--SANTA BARBARA PROJECT 20000 CARPINTERIA EDUCATION FOUNDATION 4545 CARPINTERIA AVE CARPINTERIA CA 93013 NONE PC CARPINTERIA HIGH SCHOOL STUDENT FEES 7500 SPIRIT OF '76 FOUNDATION PO BOX 1236 SANTA BARBARA CA 93130 NONE PC PROMOTING PATRIOTISM TO SB COMMUNITY 5000 UNITY SHOPPE INC 110 WEST SOLA STREET SANTA BARBARA CA 93101 NONE PC MISSION OF HOPE CAPITAL CAMPAIGN 25000 YOUNG AMERICA'S FOUNDATION 217 STATE STREET SANTA BARBARA CA 93101 NONE PC STUDENT PROGRAM SUPPORT FOR REAGAN RANCH 25000 FAMILY SERVICE AGENCY OF SB 123 W GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PC FAMILY SERVICE AGENCY PROGRAM 50000 DOS PUEBLOS ENGINEERING ACADEMY FOU PO BOX 313 GOLETA CA 93116 NONE PC MECHATRONICS SENIOR CAPSTONE PROJECT 5000 SANTA BARBARA ATHLETIC ROUND TABLE PO BOX 3813 SANTA BARBARA CA 93130 NONE PC POSITIVE COACHING ALLIANCE PROGRAM 2500 FOUNDATION FOR S B HIGH SCHOOL PO BOX 158 SANTA BARBARA CA 93102 NONE PC PEABODY STADIUM RENOVATION AT SANTA BARBARA HIGH SCHOOL 20000 WESTMONT COLLEGE 955 LA PAZ ROAD SANTA BARBARA CA 93108 NONE PC THE WESTMONT COLLEGE INSTITUTE FOR GLOBAL LEARNING AND LEADERSHIP 25000 YOUNG LIFE OF SANTA BARBARA 123 WEST PADRE STREET SUITE 3 SANTA BARBARA CA 93105 NONE PC YOUNG LIFE SANTA BARBARA 2016-2017 5000 ALEXANDER HOUSE FOUNDATION PO BOX 23642 SANTA BARBARA CA 93121 NONE PC SPECIAL GRANTS FOR LOW-INCOME SENIORS PROGRAM 15000 LAND TRUST FOR SANTA BARBARA COUNTY PO BOX 91830 SANTA BARBARA CA 91830 NONE PC ACCELERATING LAND CONSERVATION IN SANTA BARBARA COUNTY PROGRAM 10000 SB TRUST FOR HISTORIC PRESERVATION 123 EAST CANON PERDIDO STREET SANTA BARBARA CA 93101 NONE PC SUPPORT FOR RESTORATION & FURNISHINGS FOR THE HISTORIC ALHECAMA THEATRE AT EL PRESIDIO DE SANTA BARBARA STATE HISTORIC PARKANDEDUCATION & OUTREACH PROGRAMS 50000 CARPINTERIA EDUCATION FOUNDATION PO BOX 9 CARPINTERIA CA 93014 NONE PC STUDENT FEE PROGRAM 7500 HELP OF CARPINTERIA 1069 CASITAS PASS ROAD CARPINTERIA CA 93013 NONE PC CAR PURCHASE/AUTOMOBILE DEPRECIATION FUND 2500 ENVIRONMENTAL DEFENSE CENTER 906 GARDEN STREET SANTA BARBARA CA 93101 NONE PC SAFE PASSAGE PROJECT 7500 SANTA BARBARA FOUNDATION 1111 CHAPALA STREET SANTA BARBARA CA 93101 NONE PC FINAL PAYMENT OF PLEDGE FOR MISSION AND STATE 17000 GOLETA VALLEY COTTAGE HOSPITAL FOUN 351 SOUTH PATTERSON AVENUE SANTA BARBARA CA 93111 NONE PC HYPERBARIC OXYGEN CHAMBER FOR RIDLEY-TREE CENTER FOR WOUND MANAGEMENT 50000 SANTA BARBARA PUBLIC LIBRARY FOUNDA 40 E ANAPAMU STREET SANTA BARBARA CA 93101 NONE PC SANTA BARBARA CHILDREN'S LIBRARY PROJECT 25000 SANTA BARBARA RESCUE MISSION 535 E YANONALI STREET SANTA BARBARA CA 93103 NONE PC CAPITAL CAMPAIGN 25000 MOXI WOLF MUSEUM OF EXPLORATION INN PO BOX 4808 SANTA BARBARA CA 93140 NONE PC CAPITAL PROJECTS 25000 VISITING NURSE HOSPICE CARE 509 EAST MONTECITO ST SUITE 200 SANTA BARBARA CA 93103 NONE PC SILVER SPONSOR FOR NOOZHAWK'S SALUTE TO NURSES 2016 2000 SANTA BARBARA ZOOLOGICAL FOUNDATION 500 NINOS DRIVE SANTA BARBARA CA 93103 NONE PC SANTA BARBARA ZOO TRAIN TRACK RENOVATION PROJECT 25000 YOUNG LIFE SANTA BARBARA 123 WEST PADRE STREET SUITE 3 SANTA BARBARA CA 93105 NONE PC CAMP SCHOLARSHIPS 5000 DIRECT RELIEF INTERNATIONAL 27 SOUTH SOUTH LA PATERA LANE SANTA BARBARA CA 93117 NONE PC CAMPAIGN FOR DIRECT RELIEFINTERNATIONAL CAPITAL CAMPAIGN PROJECT 50000 704000 14 16380 14 392133 18 60498 18 35867 4119 504878 4119 508997 1 N/A false false false false false false false false false false MACfARLANE 9000 9000 0 0 MELISSA PETERSEN 9800 9800 0 0 Paulette Liberatore 25074 22566 0 2508 MS #015706 TRUSTEE DIRECTED 745159 1340033 MS #015712 CGA 6615885 6810122 MS #016543 CLEARING 1749199 1950210 MS #016530 WEDGEWOOD 1321642 1419000 MS #016546 CONGRESS 780279 841432 MS #016557 HARDING lOEVNER 1619411 1612506 MS #016560 CENTRAL COAST 743932 806812 MS #016579 ZIEGLER 582529 771707 MS #016564 UBS TRUMBELL 2153913 2504983 ENER JEX RESOURCES 42795 7457 ASSEMBLY FEES FOR TAX RETURNS 684 684 Computer Supplies & Maintenance 1115 558 558 FILING FEES-RRF & FTB FEES 160 160 INSURANCE-OFFICE 500 250 250 Membership Dues- Foundation Roundtable 1000 500 500 MICRO EDGE 5933 5933 MICRO EDGE-JOE ROY 1031 1031 Miscellaneous 406 406 OFFICE EQUIPMENT 681 204 477 POSTAGE 53 53 SUPPLIES 83 83 TELEPHONE 1947 195 1752 TORI MORAY 6270 627 5643 WEB DESIGNS 200 200 WEB SITE HOUSING FEE 120 120 Other Investment Income 60498 S Y V PEOPLE HELPING PEOPLE 154710 MORGAN STANLEY #016560(CENTRAL COAST) 5829 5829 0 0 MORGAN STANLEY #015706(TRUSTEE) 4225 4225 0 0 MORGAN STANLEY #015712(CGA) 15292 15292 0 0 MORGAN STANLEY #016530(WEDGEWOOD) 10802 10802 0 0 MORGAN STANLEY #016546(CONGRESS) 4858 4858 0 0 MORGAN STANLEY #016557(HARDING LOEVNER) 12848 12848 0 0 MORGAN STANLEY #016564(TRUMBELL) 1574 1574 0 0 MORGAN STANLEY #016579(ZIEGLER) 4264 4264 0 0 VERUS ANNUAL FEES 4167 4167 0 0 FOREIGN TAX #016530(WEDGEWOOD) 185 185 FOREIGN TAX #016546(CONGRESS) 43 43 FOREIGN TAX #016557(HL) 6964 6964 IRS ESTIMATED PAYMENTS 20000