WOOD-CLAEYSSENS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WOOD-CLAEYSSENS FOUNDATION (EIN 32-0341358)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2017-02-14
- IRS object ID
- 201700459349100325
- Schema version
- 2015v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-14T17:19:36-06:00 | ReturnTs |
| Tax Period End | 2016-03-31 | 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 | 2015-04-01 | 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 | 2017-02-13 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $134,787,492 | 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 | $357,700 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $344 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $344 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,342,181 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,342,181 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,655,976 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,655,976 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $5,216,503 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,394,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,975,975 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,394,620 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,750,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,393,121 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,077,486 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $680,230 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $397,256 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $433,045 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $196,318 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $236,727 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $257,779 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $149,125 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $108,654 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,536 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,536 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,843 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,842 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $245,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $245,383 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $289,954 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $53,007 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $36,947 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,831,688 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,731,792 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,032 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,032 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,115,859 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,751,234 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $364,625 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,321,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,830,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,190,619 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,330,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,330,229 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,651,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,830,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,520,848 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,900,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,562,189 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $5,254,329 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,204,503 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,204,503 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,868,730 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,031,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,484,651 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $62,435,415 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,642,295 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,291,766 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $27,616,344 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $3,903,048 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $18,183,770 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $23,713,296 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $27,143,025 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $231,768 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,460,694 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,538,769 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $620,235 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $515,131 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $128,598 | LandBOYAmt |
| Land EOY | $105,104 | LandEOYAmt |
| Land EOYFMV | $105,104 | LandEOYFMVAmt |
| Other Assets BOY | $8,152 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,674 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,674 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $123,110,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,177,041 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,787,492 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | 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 | $123,110,962 | RetainedEarningBOYAmt |
| Retained Earning EOY | $116,162,041 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,110,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,162,041 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,110,962 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,177,041 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,110,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,900,855 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,951,934 | OtherIncreasesAmt |
| Subtotal | $116,162,041 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $116,162,041 | 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 | 2015-01-01 | 2016-03-31 | $52,942,612 | $53,199,486 | -$256,874 | -$256,874 |
| MONTECITO BANK & TRUST #7658 | P | 2015-01-01 | 2016-03-31 | $28,285,129 | $28,204,274 | $80,855 | $80,855 |
| WELLS FARGO #2560 | P | 2015-01-01 | 2016-03-31 | $9,748,234 | $8,177,595 | $1,570,639 | $1,570,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,394,620 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,016,565 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $221,815,477 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.108273 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,097,898 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $218,912,440 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.119216 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,906,347 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $173,113,218 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.126543 | DistributionYr3Rt |
| Total Distribution | 0.354032 | TotalDistributionRt |
| Average Distribution | 0.118011 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $211,714,820 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,984,678 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $75,622 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,060,300 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,520,848 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $151,244 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $151,244 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $151,244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $562,060 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $562,060 | TotalPaymentsAndCreditsAmt |
| Overpayment | $410,816 | OverpaymentAmt |
| Applied To ES Tax | $410,816 | 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 | 0 | 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 | $242,006 | $54,956 | $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 | $244,479 | $48,345 | $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 | $242,007 | $46,468 | $0 |
| BRAD BURKEY | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | DIRECTOR | 10.00 | $53,494 | $12,027 | $0 |
| JARED P BURKEY | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | DIRECTOR | 10.00 | $53,494 | $12,000 | $0 |
| JENNA M BURKEY | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | SECOND VICE PRESIDENT | 40.00 | $242,006 | $46,309 | $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 | $103,106 | $32,207 | $0 |
| JOSE CHACON | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | GARDENER | 40.00 | $87,096 | $35,747 | $0 |
| ANNA VILLEGAS | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | BOOKKEEPER/CLERICAL | 30.00 | $91,801 | $17,314 | $0 |
| SAMUEL GALVEZ | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | GARDENER | 40.00 | $72,823 | $25,065 | $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 |
|---|---|---|---|---|---|
| HATHAWAY PERRET WEBSTER POWERS & CHRISMAN | |||||
| 5450 TELEGRAPH ROAD | VENTURA | CA | 93003 | LEGAL SERVICES | $523,693 |
| VENESSA HURKA CONSULTING | |||||
| 4312 MODOC ROAD | SANTA BARBARA | CA | 93110 | CONSULTING | $290,451 |
| BROWNSTEIN HYATT FARBER SCHRECK | |||||
| 1020 STATE STREET | SANTA BARBARA | CA | 93101 | LEGAL SERVICES | $99,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $108,245,610 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,929,461 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $98,763,833 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $214,938,904 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $214,938,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,224,084 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $211,714,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,585,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,585,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $151,244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $151,244 | TotalTaxAmt |
| Distributable Before Adj | $10,434,497 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,434,497 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,434,497 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,520,848 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,520,848 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,520,848 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,434,497 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $13,824,432 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,675,256 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,257,005 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,756,693 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,520,848 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,434,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,086,351 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,843,044 | 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 | $48,843,044 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,824,432 | ExcessFromYear3Amt |
| Excess From Year2 | $15,675,256 | ExcessFromYear2Amt |
| Excess From Year1 | $13,257,005 | ExcessFromYear1Amt |
| Excess From Current Year | $6,086,351 | 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 (213 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVENTURES IN CARING FOUNDATION | ||||||||
| 1528 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | COMPASSION IN ACTION PATIENT CARE PROGRAM | $50,000 | |
| ALLIANCE FOR THE ARTS | ||||||||
| 2100 E THOUSAND OAKS BOULEVARD | THOUSAND OAKS | CA | 91362 | NONE | PC | KIDS AND THE ARTS SCHOOL OUTREACH PROGRAM | $10,000 | |
| ALPHA RESOURCE CENTER OF SANTA BARBARA (ARC) | ||||||||
| 4501 CATHEDRAL OAKS ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | ALPHA ADVOCACY AND WELLNESS PROGRAM | $25,000 | |
| ALZHEIMER'S ASSOCIATION CALIF CENTRAL | ||||||||
| 1528 CHAPALA STREET SUITE 204 | SANTA BARBARA | CA | 93101 | NONE | PC | SANTA BARBARA AND VENTURA FAMILY SERVICES PROGRAM | $40,000 | |
| AMERICAN DREAM FOUNDATION | ||||||||
| 2955 CHANDLER DRIVE | LOMPOC | CA | 93436 | NONE | PC | VOUCHERS IMPROVE PERFORMANCE | $10,000 | |
| ANGEL FLIGHT WEST | ||||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | NONE | PC | SOUTHERN CALIFORNIA PROGRAMS - SANTA BARBARA AND VENTURA COUNTY | $45,000 | |
| ANIMAL SHELTER ASSISTANCE PROGRAM | ||||||||
| 5473 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | NONE | PC | ESSENTIAL VETERINARY CARE FOR ADOPTABLE SHELTER CATS | $15,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 1528 CHAPALA STREET SUITE 301 | SANTA BARBARA | CA | 93101 | NONE | PC | NO PLACE FOR HATE | $10,000 | |
| ARC VENTURA COUNTY | ||||||||
| 5103 WALKER STREET | VENTURA | CA | 93003 | NONE | PC | CO-ADVOCATES OF VENTURA COUNTY | $10,000 | |
| ARCHITECTURAL FOUNDATION OF SANTA BARBARA | ||||||||
| 229 E VICTORIA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATIONAL OUTREACH PROGRAMS | $5,000 | |
| 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 | $10,000 | |
| ASSISTANCE LEAGUE OF SANTA BARBARA | ||||||||
| 1259 VERONICA SPRINGS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | OPERATION SCHOOL BELL- FOSTERING FRIENDS CLOTHING PROGRAMS | $10,000 | |
| ASSISTANCE LEAGUE OF VENTURA COUNTY | ||||||||
| 913 E SANTA CLARA STREET | VENTURA | CA | 93001 | NONE | PC | OPERATION SCHOOL BELL | $10,000 | |
| AYSO REGION 180 | ||||||||
| PO BOX 737 | BUELLTON | CA | 93427 | 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 | $4,000 | |
| BIG BROTHERS BIG SISTERS OF VENTURA CO | ||||||||
| 4001 MISSION OAKS BOULEVARD SUITE J | CAMARILLO | CA | 93012 | NONE | PC | MENTORING FOR SUCCESS | $20,000 | |
| BOY SCOUTS OF AMERICA (LOS PADRES COUNCIL) | ||||||||
| 4000 MODOC ROAD | SANTA BARBARA | CA | 93455 | NONE | PC | OUTREACH & DIRECT SERVICE TO YOUTH IN SANTA BARBARA | $25,000 | |
| BOY SCOUTS OF AMERICA VENTURA COUNCIL | ||||||||
| 509 E DAILY DRIVE | CAMARILLO | CA | 93010 | NONE | PC | CONNECTING UNDERPRIVILEGED YOUTH | $25,000 | |
| BOYS & GIRLS CLUB OF CAMARILLO | ||||||||
| 1500 TEMPLE AVENUE | CAMARILLO | CA | 93012 | NONE | PC | AFTER SCHOOL MENTORING PROGRAM | $20,000 | |
| BOYS & GIRLS CLUB OF FILLMORE-PIRU | ||||||||
| 565 1ST STREET | FILMORE | CA | 93015 | NONE | PC | FILMORE B&GC AFTER SCHOOL STEM ACADEMY | $20,000 | |
| BOYS & GIRLS CLUB OF MOORPARK | ||||||||
| PO BOX 514 | MOORPARK | CA | 93020 | NONE | PC | POWER HOUR | $20,000 | |
| BOYS & GIRLS CLUB OF OXNARDPORT HUENEME | ||||||||
| 1900 W FIFTH STREET | OXNARD | CA | 93030 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| 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 | $20,000 | |
| BOYS & GIRLS CLUB OF SANTA MARIA VALLEY | ||||||||
| 901 N RAILROAD AVENUE | SANTA MARIA | CA | 93458 | NONE | PC | SMART GIRLS | $20,000 | |
| BOYS & GIRLS CLUB OF SANTA PAULA | ||||||||
| 1400 E HARVARD BOULEVARD | SANTA PAULA | CA | 93061 | NONE | PC | SANTA PAULA B&GC - AFTER SCHOOL STEM ACADEMY | $20,000 | |
| BOYS & GIRLS CLUB OF SIMI VALLEY | ||||||||
| 2850 LEMON DRIVE | SIMI VALLEY | CA | 93063 | NONE | PC | AFTER SCHOOL AND SUMMER LEARNING ACADEMY | $20,000 | |
| BOYS & GIRLS CLUB OF VENTURA | ||||||||
| 6020 NICOLLE STREET SUITE D | VENTURA | CA | 93003 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| BOYS & GIRLS CLUBCONEJO & LAS VIRGENES | ||||||||
| 30343 CANWOOD STREET | AGOURA HILLS | CA | 91301 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| BRAILLE INSTITUTE OF AMERICA (SANTA BARBARA CENTER) | ||||||||
| 2031 DE LA VINA STREET | SANTA BARBARA | CA | 93105 | NONE | PC | BRAILLE INSTITUTE SANTA BARBARA LIBRARY | $20,000 | |
| C A R E 4 PAWS | ||||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | NONE | PC | CRITICAL COMMUNITIES SPAY-NEUTER OUTREACH SPAY MOBILE | $10,000 | |
| CREW | ||||||||
| PO BOX 1532 | OJAI | CA | 93024 | NONE | PC | CREW ENVIRONMENTAL & FIRE PROTECTION YOUTH EMPLOYMENT PROGRAM | $15,000 | |
| CABRILLO MUSIC THEATRE | ||||||||
| 2100 THOUSAND OAKS BOULEVARD SUITE | THOUSAND OAKS | CA | 91362 | NONE | PC | BEYOND THE FOOTLIGHTS COMMUNITY OUTREACH | $5,000 | B |
| CALIFORNIA 4-H FOUNDATION | ||||||||
| 2801 SECOND STREET | DAVIS | CA | 95618 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $96,000 | |
| CALIFORNIA OIL MUSEUM | ||||||||
| 1001 E MAIN STREET | SANTA PAULA | CA | 93061 | NONE | PC | CALIFORNIA OIL MUSEUM EDUCATION PROGRAM | $15,000 | |
| CALIFORNIA SHOCKTRAUMA AIR RESCUE | ||||||||
| 4933 BAILEY LOOP | MCCLELLAN | CA | 95652 | NONE | PC | CALSTAR 7 BASE IMPROVEMENTS | $15,000 | |
| CALIFORNIA STATE PARKS | ||||||||
| 1416 9TH STREET | SACRAMENTO | CA | 95814 | NONE | PC | STATE PARKS - VENTURA K-9 POSITION | $50,000 | |
| CAMARILLO FAMILY YMCA | ||||||||
| 311 VILLAGE AT THE PARK DRIVE | CAMARILLO | CA | 93012 | NONE | PC | BEFORE AND AFTER SCHOOL SCHOLARSHIP PROGRAM | $20,000 | |
| CAMARILLO HOSPICE CORPORATION | ||||||||
| 400 ROSEWOOD AVENUE 102 | CAMARILLO | CA | 93010 | NONE | PC | PATIENT AND FAMILY SUPPORT | $30,000 | |
| CAMP RONALD MCDONALD FOR GOOD TIMES | ||||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NONE | PC | CAMP RONALD MCDONALD FOR GOOD TIMES - SANTA BARBARA AND VENTURA COUNTY | $15,000 | |
| CARE GIVERS | ||||||||
| 1765 GOODYEAR AVENUE SUITE 205 | VENTURA | CA | 93003 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $30,000 | |
| 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 ESPERANZA | ||||||||
| 816 CACIQUE STREET | SANTA BARBARA | CA | 93103 | NONE | PC | HOMELESS MEDICAL RESPITE PROGRAM | $10,000 | |
| 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 | $195,000 | |
| CASA SERENA | ||||||||
| 1515 BATH STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $40,000 | |
| CHILD ABUSE LISTENING & MEDIATION (CALM) | ||||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 | |
| CITY IMPACT | ||||||||
| 829 NORTH A STREET | OXNARD | CA | 93030 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $50,000 | |
| COMMUNITY ACTION PARTNERSHIP OF KERN (CPAK) FOOD BANK | ||||||||
| 1825 FELIZ DRIVE | BAKERSFIELD | CA | 93307 | NONE | PC | KERN COUNTY FAIR - ANIMAL PURCHASES | $1,666,933 | |
| 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 | $15,000 | |
| COMMUNITY HEALTH CENTERS | ||||||||
| 150 TEJAS PLACE | NIPOMO | CA | 93444 | NONE | PC | DENTAL ACCESS PROGRAM (DAP) | $40,000 | |
| CONEJO VALLEY YMCA | ||||||||
| 4031 MOORPARK ROAD | THOUSAND OAKS | CA | 91360 | NONE | PC | RESURFACING POOL DECK | $20,000 | |
| CORNERSTONE HOUSE OF SANTA BARBARA | ||||||||
| 1451 CAMINO TRILLADO | CARPINTERIA | CA | 93013 | NONE | PC | HAPPY ADVENTURE SUMMER CAMP | $10,000 | |
| COUNTY OF SANTA BARBARA ARTS FUND | ||||||||
| 205C SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | TEEN ARTS MENTORSHIP ARTS ENRICHMENT PROGRAM EXPANSION | $10,000 | |
| COURT-APPOINTED SPECIAL ADVOCATES | ||||||||
| PO BOX 70675 | OAKLAND | CA | 94612 | NONE | PC | FOSTER YOUTH ADVOCACY | $50,000 | |
| DAVID HOROWITZ FREEDOM CENTER | ||||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | NONE | PC | RESTORATION WEEKEND | $25,000 | |
| DOG ADOPTION WELFARE GROUP (DAWG) | ||||||||
| 5480 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | NONE | PC | OUTSIDE LABORATORY TESTS | $5,000 | |
| DOMESTIC VIOLENCE SOLUTIONS FOR SANTA BARBARA COUNTY | ||||||||
| PO BOX 1536 | SANTA BARBARA | CA | 93102 | NONE | PC | DOMESTIC VIOLENCE SHELTER SERVICES / ALEXANDRA TANG VOLUNTEER PROGRAM | $50,000 | |
| DRAGG INC | ||||||||
| 2250 CELSIUS AVENUE SUITE P | OXNARD | CA | 93030 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $60,000 | |
| DREAM FOUNDATION | ||||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | NONE | PC | DREAM GRANTING | $15,000 | |
| EASY LIFT TRANSPORTATION INC | ||||||||
| 53 CASS PLACE SUITE D | SANTA BARBARA | CA | 93117 | NONE | PC | DIAL-A-RIDE PARATRANSIT SERVICE | $15,000 | |
| EL CENTRITO FAMILY LEARNING CENTERS | ||||||||
| 450 S K STREET ROOM 111 | OXNARD | CA | 93030 | NONE | PC | AFTER SCHOOL & SUMMER STEAM ACADEMY | $20,000 | |
| EL CONCILIO FAMILY SERVICES | ||||||||
| 301 S C STREET | OXNARD | CA | 93010 | NONE | PC | YOUTH FOR SUCCESS PROGRAM | $15,000 | |
| ELVERHOJ MUSEUM OF HISTORY AND ART | ||||||||
| 1624 ELVERHOY WAY | SOLVANG | CA | 93463 | NONE | PC | PUBLIC AWARENESS DIORAMA UPGRADES COLLECTIONS CARE | $10,000 | |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | ||||||||
| 123 W GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $225,000 | |
| 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 | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $50,000 | |
| FOOD SHARE (VENTURA COUNTY) | ||||||||
| 4156 SOUTHBANK ROAD | OXNARD | CA | 93036 | NONE | PC | VENTURA FAIR - ANIMAL PURCHASES | $774,325 | |
| FOODBANK COALITION OF SLO COUNTIES | ||||||||
| POBOX 2070 | PASO ROBLES | CA | 93447 | NONE | PC | MID-STATE FAIR - ANIMAL PURCHASES | $1,094,416 | |
| FOODBANK OF SANTA BARBARA COUNTY | ||||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $120,000 | |
| FOODBANK OF SANTA BARBARA COUNTY | ||||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | SANTA BARBARA COUNTY FAIR - ANIMAL PURCHASES | $1,505,980 | |
| 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 2015 | $100,000 | |
| FRIENDSHIP ADULT DAY CARE CENTER | ||||||||
| 89 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $30,000 | |
| FUND FOR RESOURCE CONSERVATION | ||||||||
| 2977 SEXTON CANYON ROAD | VENTURA | CA | 93004 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $125,000 | |
| FUND FOR SANTA BARBARA | ||||||||
| 26 W ANAPAMU STREET | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH MAKING CHANGE | $25,000 | |
| GANNA WALSKA LOTUSLAND FOUNDATION | ||||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | OPEN PATHWAYS PROGRAM | $5,000 | |
| GENSPAN FOUNDATION | ||||||||
| 1418 E MAIN STREET | SANTA MARIA | CA | 93420 | NONE | PC | GOS- GEN SPAN 2016 | $20,000 | |
| 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 | $40,000 | |
| GIRLS INCORPORATED OF CARPINTERIA | ||||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| GIRLS INCORPORATED OF GREATER SANTA BARBARA | ||||||||
| 531 E ORTEGA STREET | SANTA BARBARA | CA | 93103 | NONE | PC | PROJECT 280 SCHOLARSHIP PROGRAM | $20,000 | |
| GOLETA VALLEY COMMUNITY CENTER | ||||||||
| 5679 HOLLISTER AVENUE | GOLETA | CA | 93117 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 | |
| GOLETA VALLEY HISTORICAL SOCIETY | ||||||||
| 304 N LOS CARNEROS ROAD | GOLETA | CA | 93111 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $30,000 | |
| GOOD SAMARITAN SHELTER INC | ||||||||
| 245 E INGER DRIVE 103B | SANTA MARIA | CA | 93455 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 | |
| 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 | $15,000 | |
| HELP OF CARPINTERIA INC | ||||||||
| 1069 CASITAS PASS ROAD | CARPINTERIA | CA | 93013 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| HELP OF OJAI | ||||||||
| 111 W SANTA ANA STREET | OJAI | CA | 93023 | NONE | PC | VALLEY OUTREACH | $20,000 | |
| HIDDEN WINGS | ||||||||
| 517 ATTERDAG ROAD | SOLVANG | CA | 93463 | NONE | PC | HIDDEN WINGS REPLICATION | $25,000 | |
| HORSES HEART AND SOUL | ||||||||
| PO BOX 1358 | OJAI | CA | 93024 | NONE | PC | CHILDREN & RESCUE OF HORSES | $50,000 | |
| HOSPICE OF THE CONEJO | ||||||||
| 80 E HILLCREST DRIVE SUITE 204 | THOUSAND OAKS | CA | 91360 | NONE | PC | COMMUNITY HOSPICE AND GRIEF SUPPORT CENTER | $25,000 | |
| ISLA VISTA YOUTH PROJECT | ||||||||
| 6842 PHELPS ROAD | GOLETA | CA | 93117 | NONE | PC | SCHOOL AGE ENRICHMENT / CHILDREN'S CENTER/ FAMILY RESOURCE CENTER | $20,000 | |
| 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) | $20,000 | |
| LAGUNA COTTAGES FOR SENIORS | ||||||||
| 803 LAGUNA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| LEGAL AID FOUNDATION OF SANTA BARBARA COUNTY | ||||||||
| 301 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | DOMESTIC VIOLENCE PREVENTION PROGRAM | $15,000 | |
| LITTLE STAR PONY FOUNDATION | ||||||||
| 1036 ARBOLADO ROAD | SANTA BARBARA | CA | 93103 | NONE | PC | HORSE POWER | $5,000 | |
| LIVINGSTON MEMORIAL VISITING NURSE ASSOC | ||||||||
| 1996 EASTMAN AVENUE SUITE 101 | VENTURA | CA | 93003 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 | |
| LOBERO THEATRE FOUNDATION | ||||||||
| 33 E CANON PEROADIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | VETERANS DAY PRODUCTION | $25,000 | |
| LOMPOC FAMILY YMCA | ||||||||
| 201 W COLLEGE AVENUE | LOMPOC | CA | 93436 | NONE | PC | YMCA OPEN DOORS PROGRAM | $20,000 | |
| LONG TERM CARE SERVICES - VENTURA | ||||||||
| 2021 SPERRY AVENUE SUITE 35 | VENTURA | CA | 93003 | NONE | PC | OMBUDSMAN PROGRAM | $10,000 | |
| MAKE-A-WISH FOUNDATION OF THE TRI COUNTIES | ||||||||
| 4222 MARKET STREET SUITE D | VENTURA | CA | 93003 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 | |
| MANNA CONEJO VALLEY FOOD BANK | ||||||||
| 3020 CRESCENT WAY | THOUSAND OAKS | CA | 91358 | NONE | PC | MEAT THE NEED | $5,000 | |
| MANY MANSIONS | ||||||||
| 1259 E THOUSAND OAKS BOULEVARD | THOUSAND OAKS | CA | 91362 | NONE | PC | ADULT SERVICES, CHILDREN'S SERVICES, AFFORDABLE HOUSING DEVELOPMENT | $15,000 | |
| MENTAL WELLNESS CENTER | ||||||||
| 617 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 | |
| MILLER FAMILY YMCA | ||||||||
| 320 VIA LAS BRISAS | NEWBURY PARK | CA | 91320 | NONE | PC | PROGRAM SUPPORT & EQUIPMENT REPLACEMENT | $20,000 | |
| MONTECITO FAMILY YMCA | ||||||||
| 591 SANTA ROSA LANE | SANTA BARBARA | CA | 93108 | NONE | PC | YMCA - OPEN DOORS | $35,000 | |
| MOXI WOLF MUSEUM OF EXPLORATIONINNOVATION | ||||||||
| 125 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $500,000 | |
| MUSEUM OF VENTURA COUNTY | ||||||||
| 100 E MAIN STREET | VENTURA | CA | 93001 | NONE | PC | MUSIC DISCOVERY EDUCATION AND OUTREACH 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 | $37,500 | |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||||
| 501 E OJAI AVENUE | OJAI | CA | 93023 | NONE | PC | HANDLERS GRANT PROGRAM | $25,000 | |
| 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 | $30,000 | |
| 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 | OLD SPANISH DAYS FIESTA & STOCK HORSE SHOW | $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 | $30,000 | |
| ORCUTT CHILDREN'S ARTS FOUNDATION | ||||||||
| 500 DYER STREET | SANTA MARIA | CA | 93455 | NONE | PC | ARTS FOR THE ORCUTT ACADEMY | $20,000 | |
| OXNARD COMMUNITY K-9 FOUNDATION | ||||||||
| 251 SC STREET | OXNARD | CA | 93030 | NONE | PC | K-9 PURCHASING, TRAINING & MEDICAL COSTS FOR K9 | $140,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | DEFENDING THE AMERICAN DREAM | $50,000 | |
| PAGE YOUTH CENTER | ||||||||
| PO BOX 6766 | SANTA BARBARA | CA | 93160 | NONE | PC | PYC SCHOLARSHIS FOR CHILDREN IN NEED | $20,000 | |
| PARC FOUNDATION | ||||||||
| PO BOX 91742 | SANTA BARBARA | CA | 93190 | NONE | PC | SUMMER 2016 PROGRAMS AND NEW PLAYGROUND EQUIPMENT | $100,000 | |
| 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 | 2015 GOLF TOURNAMENT, SAVVY CHIC SPONSORSHIP, NON PROFIT LEADERSHIP COLLABORATIVE | $185,000 | |
| PHOENIX OF SANTA BARBARA | ||||||||
| 107 E MICHELTORENA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 | |
| PIERRE CLAEYSSENS VETERAN'S MUSEUM & LIBRARY | ||||||||
| 245 OAK ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | MILITARY BALL, MILITARY FOUNDATION SUPPORT THE TROOPS | $1,180,000 | |
| PLANNED PARENTHOOD OF SB VENTURA & SAN LUIS OBISPO CO | ||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | ASSISTANCE FUND PROGRAM | $10,000 | |
| 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 | $20,000 | |
| RESCUE MISSION ALLIANCE | ||||||||
| 315 NA STREET | OXNARD | CA | 93030 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $60,000 | |
| SANTA BARBARA BIRD SANCTUARY | ||||||||
| 2430 LILLIE AVENUE | SUMMERLAND | CA | 93067 | NONE | PC | SB BIRD SANCTUARY OPERATING BUDGET | $50,000 | |
| SANTA BARBARA BOTANIC GARDENS INC | ||||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 | |
| SANTA BARBARA CENTER FOR THE PERFORMING ARTS | ||||||||
| 1330 STATE STREET SUITE 101 | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING & BACK OFFICE PROGRAM SUPPORT | $400,000 | |
| SANTA BARBARA COMMUNITY YOUTH PERFORMING ARTS CENTER | ||||||||
| PO BOX 21046 | SANTA BARBARA | CA | 93121 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE FOR CORE THEATRE PROGRAMS | $7,000 | |
| SANTA BARBARA COTTAGE HOSPITAL | ||||||||
| 400 W PUEBLO STREET | SANTA BARBARA | CA | 93105 | NONE | PC | GROTENHUIS PEDIATRIC MULTISPECIALTY CLINIC | $250,000 | |
| SANTA BARBARA COUNTY SEARCH & RESCUE | ||||||||
| PO BOX 6602 | SANTA BARBARA | CA | 93160 | NONE | PC | SANTA BARBARA EXTENSION PROJECT | $100,000 | |
| 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 ELKS CLUB | ||||||||
| 150 NORTH KELLOGG | SANTA BARBARA | CA | 93111 | NONE | PC | UNEXPENDED GRANT MONEY FROM 2014 GRANT TO THE ELKS FOR THE SOFTBALL PROGRAM | -$1,425 | |
| SB FAMILY YMCA | ||||||||
| 36 HITCHCOCK WAY | SANTA BARBARA | CA | 93105 | NONE | PC | FINANCIAL ASSISTANCE FOR CHILDCARE & YOUTH PROGRAMS | $20,000 | |
| SANTA BARBARA FIREFIGHTERS ALLIANCE | ||||||||
| PO BOX 3776 | SANTA BARBARA | CA | 93130 | NONE | PC | SPONSOR 2015 FIRE BALL | $7,500 | |
| SANTA BARBARA HUMANE SOCIETY | ||||||||
| 5399 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | NONE | PC | OFFSET OPERATING DEFICIT | $30,000 | |
| SANTA BARBARA MARITIME MUSEUM | ||||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | NONE | PC | CURATORIAL & EDUCATIONAL DEPT. PROGRAMS | $15,000 | |
| SANTA BARBARA MEALS ON WHEELS | ||||||||
| PO BOX 6099 | SANTA BARBARA | CA | 93160 | NONE | PC | MEAL COST ASSISTANCE | $30,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | NONE | PC | CENTENNIAL CAMPAIGN | $125,000 | |
| SANTA BARBARA NEIGHBORHOOD CLINICS | ||||||||
| 915 N MILPAS STREET 2ND FLOOR | SANTA BARBARA | CA | 93103 | NONE | PC | CARE FOR EVERY FAMILY | $75,000 | |
| SANTA BARBARA NEW HOUSE | ||||||||
| 2434 BATH STREET | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | ||||||||
| POBOX 91121 | SANTA BARBARA | CA | 93190 | NONE | PC | TEEN CENTER PROGRAM | $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 | $100,000 | |
| 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 | HOMELESS GUEST SERVICES & RESIDENTIAL TREATMENT PROGRAMS | $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 | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $274,500 | |
| SANTA BARBARA SYMPHONY ORCHESTRA ASSOC | ||||||||
| 1330 STATE STREET SUITE 102 | SANTA BARBARA | CA | 93101 | NONE | PC | MUSIC EDUCATION CENTER | $10,000 | |
| SB TIDE CLUB SOFTBALL | ||||||||
| 4358 MODOC ROAD APARTMENT F | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 | |
| SANTA BARBARA WILDLIFE CARE NETWORK | ||||||||
| PO BOX 6594 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 | |
| SANTA BARBARA ZOOLOGICAL GARDENS | ||||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | VETERINARY EQUIPMENT UPGRADE, DIAMOND SPONSOR FOR ZOOFARI BALL | $35,000 | |
| SAINT VINCENT'S INSTITUTION | ||||||||
| 4200 CALLE REAL | GOLETA | CA | 93110 | NONE | PC | EARLY CHILDHOOD EDUCATION CENTER NUTRITION PROGRAM | $15,000 | |
| SALVATION ARMY SANTA BARBARA CORPS | ||||||||
| 423 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SANTA BARBARA CORPS AND COMMUNITY CENTER | $20,000 | |
| SALVATION ARMY OXNARDPORT HUENEME | ||||||||
| 622 W WOOLEY ROAD | OXNARD | CA | 93030 | NONE | PC | OXNARD / PORT HUENEME CORPS & CLINIC | $20,000 | |
| SANTA BARBARA FOUNDATION | ||||||||
| 1111 CHAPALA STREET SUITE 200 | SANTA BARBARA | CA | 93101 | NONE | PC | THRIVE SANTA BARBARA COUNTY | $500,000 | |
| SANTA MARIA PHILHARMONIC SOCIETY | ||||||||
| PO BOX 375 | SANTA MARIA | CA | 93456 | NONE | PC | YOUTH OUTREACH PROGRAMS | $10,000 | |
| SANTA MARIA POLICE COUNCIL | ||||||||
| PO BOX 7448 | SANTA MARIA | CA | 93456 | NONE | PC | RELIABLE OFFICER PROTECTION | $50,000 | |
| SANTA MARIA VALLEY DISCOVERY MUSEUM | ||||||||
| 705 S MCCLELLAND STREET | SANTA MARIA | CA | 93454 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| SANTA MARIA VALLEY YMCA | ||||||||
| 3400 SKYWAY DRIVE | SANTA MARIA | CA | 93455 | NONE | PC | SMV YMCA GUADALUPE KINDERBRIDGE PROGRAM | $20,000 | |
| SANTA PAULA ART MUSEUM | ||||||||
| 117 N 10TH STREET | SANTA PAULA | CA | 93004 | NONE | PC | ARTSPARK SCHOOL TOUR AND OUTREACH PROGRAM | $5,000 | |
| SANTA YNEZ VALLEY COTTAGE HOSPITAL FOUNDATION | ||||||||
| 2050 VIBORG ROAD | SOLVANG | CA | 93463 | NONE | PC | HVAC REPLACEMENT PROJECT | $125,000 | |
| SANTA YNEZ VALLEY HISTORICAL MUSEUM | ||||||||
| 3596 SAGUNTO STREET | SANTA YNEZ | CA | 93460 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $25,000 | |
| SANTA YNEZ VALLEY HUMANE SOCIETY | ||||||||
| PO BOX 335 | SANTA YNEZ | CA | 93427 | NONE | PC | LIFE SAVING COMPANION ANIMAL CARE | $25,000 | |
| SANTA YNEZ VALLEY MASTER CHORALE | ||||||||
| PO BOX 1902 | SANTA YNEZ | CA | 93460 | NONE | PC | PROGRAM SUPPORT | $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 SENIOR CITIZENS' FOUNDATION | ||||||||
| 164 W HIGHWAY 246 | BUELLTON | CA | 93427 | NONE | PC | FOOD PROGRAM | $50,000 | |
| 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 | $10,000 | |
| SHADOW'S FUND | ||||||||
| PO BOX 1472 | LOMPOC | CA | 93436 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 | |
| SIMI VALLEY YMCA | ||||||||
| 3200 COCHRAN STREET | SIMI VALLEY | CA | 93065 | NONE | PC | A VAN FOR CHILDCARE AND CAMP | $20,000 | |
| SOCIAL GOOD FUND INC | ||||||||
| 12651 SAN PABLO AVENUE 5473 | RICHMOND | CA | 94805 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| SOLVANG FRIENDSHIP HOUSE | ||||||||
| PO BOX 486 | SOLVANG | CA | 93463 | NONE | PC | NASHVILLE NIGHTS SPONSOR, ALZHEIMERS COMMUNITY OUTREACH AND EARLY STAGE | $70,000 | |
| SOLVANG LUTHERAN HOME | ||||||||
| 636 ATTERDAG ROAD | SOLVANG | CA | 93463 | NONE | PC | ATTERDAG CARE CENTER REHAB PROGRAM | $100,000 | |
| SOLVANG THEATERFEST | ||||||||
| PO BOX 917 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 | |
| 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 | $10,000 | |
| STORYTELLER CHILDREN'S CENTER | ||||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAMS | $50,000 | |
| STUART GILDRED FAMILY YMCA SANTA YNEZ | ||||||||
| 900 N REFUGIO ROAD | SANTA YNEZ | CA | 93460 | NONE | PC | YMCA OPEN DOORS PROGRAM | $20,000 | |
| STUDENTS FOR ECO EDUCATION & AGRICULTURE | ||||||||
| 257 NALVARADO STREET | OJAI | CA | 93023 | NONE | PC | 21ST CENTURY FARMING AND AGRICULTURE IN VENTURA COUNTRY | $200,000 | |
| 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 | $15,000 | |
| TEEN CHALLENGE OF SOUTHERN CALIFORNIA | ||||||||
| 5445 CHICAGO AVENUE | RIVERSIDE | CA | 92507 | NONE | PC | TRI-COUNTY TEEN CHALLENGE ROAD RENOVATION | $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 RONALD REAGAN PRESIDENTIAL FOUNDATION | ||||||||
| 40 PRESIDENTIAL DRIVE SUITE 200 | SIMI VALLEY | CA | 93065 | NONE | PC | THE REAGAN FOUNDATION SPEAKER SERIES | $50,000 | |
| THE SAMARITAN CENTER | ||||||||
| 280 ROYAL AVENUE | SIMI VALLEY | CA | 93094 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $30,000 | |
| TRANSITION HOUSE | ||||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY HOMELESS SHELTER | $30,000 | |
| TRANSITIONS - MENTAL HEALTH ASSOC | ||||||||
| 784 HIGH STREET | SAN LUIS OBISPO | CA | 93401 | NONE | PC | GROWING GROUNDS VOCATIONAL ADVANCEMENT PROGRAM | $10,000 | |
| TRIUNFO YMCA (SOUTHEAST VENTURA BRANCH) | ||||||||
| 31225 LA BAYA DRIVE 106 | WESTLAKE VILLAGE | CA | 91362 | NONE | PC | YOUTH & GOVERNMENT PROGRAM SUPPORT | $20,000 | |
| TURNING POINT FOUNDATION | ||||||||
| PO BOX 24397 | VENTURA | CA | 93002 | NONE | PC | VETERANS TRANSITIONAL HOUSING AND OUR PLACE SAFE HEAVEN | $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 | $100,000 | |
| UNITED WAY OF SANTA BARBARA | ||||||||
| 320 E GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | KINDERGARTEN SUCCESS INSTITUTE | $20,000 | |
| UNITY SHOPPE INC | ||||||||
| 110 W SOLA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | OFFSET RENT, FOOD, CLOTHING AND BASIC NECESSITIES FOR LOW INCOME INDIVIDUALS | $360,000 | |
| VALLEY HAVEN SENIOR DAY CARE | ||||||||
| 502 N THIRD STREET | LOMPOC | CA | 93436 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $40,000 | |
| VENTURA FAMILY YMCA | ||||||||
| 3760 TELEGRAPH ROAD | VENTURA | CA | 93003 | NONE | PC | YOUTH SPORTS AND ADULT FITNESS EQUIPMENT | $20,000 | |
| 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 | $15,000 | |
| VISITING NURSE & HOSPICE CARE OF SANTA BARBARA | ||||||||
| 509 E MONTECITO STREET SUITE 200 | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $60,000 | |
| WHEELS AND WINDMILLS | ||||||||
| 483 DAIRY WAY | BUELLTON | CA | 93427 | NONE | PC | CAR SHOW | $8,500 | |
| WILDERNESS YOUTH PROJECT | ||||||||
| 5386 HOLLISTER AVENUE SUITE D | SANTA BARBARA | CA | 93111 | NONE | PC | SUMMER CAMP SCHOLARSHIPS AND TRANSPORTATION | $40,000 | |
| WILDING ART MUSEUM | ||||||||
| 1511 B MISSION DRIVE | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| WOMEN'S ECONOMIC VENTURES OF SB | ||||||||
| 333 S SALINAS STREET | SANTA BARBARA | CA | 93103 | NONE | PC | MICRO BUSINESS DEVELOPMENT PROGRAMS - SANTA BARBARA AND VENTURA COUNTY | $5,000 | |
| WOOD-GLEN HALL | ||||||||
| 3010 FOOTHILL ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | FACILITY MAINTENANCE AND SAFETY | $120,000 | |
| WORK INC | ||||||||
| 423 W VICTORIA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | DONOR SUPPORTED PROGRAMS - SANTA BARBARA AND VENTURA COUNTY | $10,000 | |
| 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 | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,330,229 | 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 | $344 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,342,181 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $5,216,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,394,620 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,953,648 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,953,648 | 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 | $357,700 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $47,685 | Amt |
| Net Investment Income | $23,843 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,842 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (294 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 | $646 | 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 | $1,183 | 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 | $2,926 | SL | 7.000000000000 | $441 | $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 | $6,475 | SL | 7.000000000000 | $1,214 | $0 | |
| SHELVING FOR OFFICE | 2010-03-29 | $11,451 | $8,180 | SL | 7.000000000000 | $1,636 | $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 | $222,715 | SL | 27.500000000000 | $10,481 | $10,481 | |
| FENCING | 2001-03-30 | $4,660 | $2,366 | SL | 27.500000000000 | $169 | $169 | |
| IMPROVEMENTS TO RED MTN | 2005-07-15 | $8,977 | $3,179 | SL | 27.500000000000 | $326 | $326 | |
| FENCING | 2007-06-25 | $10,640 | $2,999 | SL | 27.500000000000 | $387 | $387 | |
| WATERFALL/FOUNTAIN | 2007-11-12 | $519 | $259 | SL | 15.000000000000 | $35 | $35 | |
| FENCING & GATE | 2007-11-21 | $1,352 | $359 | SL | 27.500000000000 | $49 | $49 | |
| TAYLOR RANCH ROAD | 2008-03-05 | $54,971 | $14,160 | SL | 27.500000000000 | $1,999 | $1,999 | |
| IMPROVEMENTS | 2008-03-17 | $8,473 | $2,156 | SL | 27.500000000000 | $308 | $308 | |
| WATER WELLS | 2007-12-31 | $705,927 | $131,232 | SL | 39.000000000000 | $18,101 | $18,101 | |
| IMPROVEMENTS | 2008-03-17 | $71,588 | $18,221 | SL | 27.500000000000 | $2,603 | $2,603 | |
| LAND IMPROVEMENTS | 2008-06-30 | $241,475 | $108,662 | SL | 15.000000000000 | $16,098 | $16,098 | |
| LAND IMPROVEMENTS | 2008-09-30 | $73,136 | $31,694 | SL | 15.000000000000 | $4,876 | $4,876 | |
| LAND IMPROVEMENTS | 2008-12-31 | $194,107 | $80,875 | SL | 15.000000000000 | $12,940 | $12,940 | |
| LAND IMPROVEMENTS | 2009-03-31 | $104,403 | $41,760 | SL | 15.000000000000 | $6,960 | $6,960 | |
| ROOF | 2008-07-15 | $21,165 | $5,197 | SL | 27.500000000000 | $770 | $770 | |
| WATER WELLS | 2010-03-31 | $268,770 | $34,460 | 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 | $374,320 | SL | 27.500000000000 | $17,273 | $17,273 | |
| BUILT-IN MICROWAVE | 1996-01-03 | $453 | $308 | SL | 27.500000000000 | $16 | $16 | |
| HARDWOOD FLOORS | 1999-04-16 | $2,900 | $1,672 | SL | 27.500000000000 | $105 | $105 | |
| DRAPERY | 1999-03-01 | $1,956 | $1,136 | SL | 27.500000000000 | $71 | $71 | |
| FURNACE | 2004-03-26 | $1,864 | $748 | SL | 27.500000000000 | $68 | $68 | |
| HOUSE RENOVATION | 2004-10-13 | $170,010 | $64,911 | 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 | $475 | 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 | $174 | SL | 27.500000000000 | $22 | $22 | |
| IMPROVEMENTS | 2007-10-12 | $6,880 | $1,875 | SL | 27.500000000000 | $250 | $250 | |
| ROOF AND RAFTERS | 2007-12-12 | $35,778 | $9,541 | 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 | $216,667 | SL | 27.500000000000 | $10,000 | $10,000 | |
| IMPROVEMENTS | 1993-12-01 | $65,537 | $50,837 | SL | 27.500000000000 | $2,383 | $2,383 | |
| WATER SOFTENER | 1994-09-14 | $850 | $420 | 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 | $379 | SL | 27.500000000000 | $46 | $46 | |
| IMPROVEMENTS | 2007-05-09 | $600 | $155 | SL | 27.500000000000 | $22 | $22 | |
| WINDOWS | 2008-02-02 | $26,289 | $6,851 | SL | 27.500000000000 | $956 | $956 | |
| IMPROVEMENTS | 2008-03-14 | $12,426 | $3,202 | SL | 27.500000000000 | $452 | $452 | |
| GATE | 2007-12-03 | $4,155 | $1,107 | SL | 27.500000000000 | $151 | $151 | |
| IMPROVEMENTS | 2009-02-15 | $200,621 | $44,986 | SL | 27.500000000000 | $7,295 | $7,295 | |
| IMPROVEMENTS - LAND | 2009-02-15 | $69,292 | $28,484 | 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 | $533 | SL | 7.000000000000 | $6 | $6 | |
| FURNITURE | 2008-10-20 | $1,036 | $950 | SL | 7.000000000000 | $86 | $86 | |
| FURNITURE | 2009-02-10 | $2,157 | $1,899 | SL | 7.000000000000 | $258 | $258 | |
| FURNITURE | 2009-02-10 | $894 | $789 | SL | 7.000000000000 | $105 | $105 | |
| FURNITURE | 2009-02-10 | $534 | $469 | SL | 7.000000000000 | $65 | $65 | |
| FURNITURE | 2009-03-10 | $2,901 | $2,519 | SL | 7.000000000000 | $382 | $382 | |
| FURNITURE | 2009-03-10 | $1,985 | $1,728 | SL | 7.000000000000 | $257 | $257 | |
| IMPROVEMENTS - LANDSCAPING | 2009-08-31 | $50,303 | $18,726 | 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 | $22,503 | 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 | $10,737 | SL | 27.500000000000 | $689 | $689 | |
| LEASEHOLD IMPROVEMENTS | 2000-09-01 | $10,184 | $5,396 | SL | 27.500000000000 | $370 | $370 | |
| LEASEHOLD IMPROVEMENTS | 2001-09-01 | $41,751 | $20,620 | 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 | $57,455 | SL | 27.500000000000 | $5,698 | $5,698 | |
| CONSTRUCTION IN PROGRESS | 2004-03-31 | $454,814 | $166,768 | 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 | $3,885 | SL | 15.000000000000 | $409 | $409 | |
| ROSE GARDEN | 2006-02-09 | $7,168 | $4,382 | 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 | $8,908 | SL | 27.500000000000 | $1,018 | $1,018 | |
| STORAGE UNIT IN BACK | 2007-01-29 | $71,808 | $21,323 | SL | 27.500000000000 | $2,611 | $2,611 | |
| STORAGE UNIT | 2007-04-13 | $21,853 | $6,360 | SL | 27.500000000000 | $795 | $795 | |
| IMPROVEMENTS | 2007-05-21 | $12,150 | $3,462 | SL | 27.500000000000 | $442 | $442 | |
| IMPROVEMENTS | 2007-08-13 | $2,918 | $813 | 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 | $7,007 | SL | 27.500000000000 | $364 | $364 | |
| CAR PORT | 1996-12-01 | $2,919 | $1,943 | SL | 27.500000000000 | $106 | $106 | |
| MOTION SEC LIGHTS & LABOR | 1997-04-03 | $801 | $522 | SL | 27.500000000000 | $29 | $29 | |
| SHELVES/SHOP | 1997-04-03 | $354 | $234 | SL | 27.500000000000 | $13 | $13 | |
| CONCRETE SLAB | 1997-04-03 | $860 | $558 | SL | 27.500000000000 | $31 | $31 | |
| CONCRETE SLAB | 1998-12-18 | $4,088 | $2,421 | SL | 27.500000000000 | $149 | $149 | |
| CEMENT WALL | 1999-08-19 | $764 | $436 | SL | 27.500000000000 | $28 | $28 | |
| ROOF | 2004-05-11 | $15,560 | $6,179 | SL | 27.500000000000 | $566 | $566 | |
| NEW BARN ADDITION | 2005-12-31 | $63,980 | $21,525 | SL | 27.500000000000 | $2,327 | $2,327 | |
| ADD NEW BARN ADDITION | 2007-02-28 | $131,673 | $38,703 | SL | 27.500000000000 | $4,788 | $4,788 | |
| IMPROVEMENTS | 2007-05-09 | $4,903 | $1,409 | SL | 27.500000000000 | $178 | $178 | |
| CARPORT LIGHTS & MONITOR | 2007-05-22 | $1,592 | $454 | SL | 27.500000000000 | $58 | $58 | |
| IMPROVEMENTS - CANYON | 2007-08-31 | $17,068 | $4,709 | SL | 27.500000000000 | $621 | $621 | |
| IMPROVEMENTS | 2007-10-12 | $1,524 | $413 | SL | 27.500000000000 | $55 | $55 | |
| BUILDING | 2010-03-31 | $46,538 | $8,460 | 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 | $1,917 | SL | 27.500000000000 | $109 | $109 | |
| HOUSE - LCL RENTAL | 1996-09-19 | $144,400 | $97,581 | 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 | $13,523 | 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 | $564 | 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 | $971 | SL | 27.500000000000 | $91 | $91 | |
| NEW WIRING | 2006-02-10 | $1,156 | $385 | SL | 27.500000000000 | $42 | $42 | |
| NEW TILE | 2005-11-09 | $5,866 | $2,006 | SL | 27.500000000000 | $213 | $213 | |
| LIGHTS | 2006-12-15 | $2,323 | $700 | SL | 27.500000000000 | $84 | $84 | |
| CROWN MOLDING | 2007-01-10 | $1,052 | $314 | SL | 27.500000000000 | $38 | $38 | |
| ELECTRICAL BOX AND WIRING | 2007-04-06 | $2,141 | $624 | SL | 27.500000000000 | $78 | $78 | |
| IMPROVEMENTS | 2007-07-13 | $635 | $178 | SL | 27.500000000000 | $23 | $23 | |
| OUTDOOR ELECTRICAL PANEL | 2007-09-21 | $3,883 | $1,058 | 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 | $69,446 | SL | 27.500000000000 | $10,684 | $10,684 | |
| IMPROVEMENTS | 2008-12-31 | $222,218 | $50,506 | SL | 27.500000000000 | $8,081 | $8,081 | |
| IMPROVEMENTS | 2009-03-31 | $17,177 | $3,750 | SL | 27.500000000000 | $625 | $625 | |
| LCL REMODEL | 2010-03-31 | $12,250 | $2,225 | 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 | $5,818 | SL | 27.500000000000 | $1,369 | $1,369 | |
| DRAPERIES | 2011-03-01 | $17,773 | $10,368 | SL | 7.000000000000 | $2,539 | $2,539 | |
| IMPROVEMENTS '10 | 2010-07-01 | $11,531 | $1,990 | SL | 27.500000000000 | $419 | $419 | |
| FURNITURE | 2010-07-01 | $3,445 | $2,337 | SL | 7.000000000000 | $492 | $492 | |
| SECURITY SYSTEM | 2011-03-01 | $1,646 | $960 | SL | 7.000000000000 | $235 | $235 | |
| WOOD FLOORING FOR OFFICE | 2014-12-05 | $29,147 | $353 | SL | 27.500000000000 | $1,060 | $1,060 | |
| SECURITY SYSTEM | 2011-03-01 | $549 | $319 | SL | 7.000000000000 | $78 | $78 | |
| NEW STORAGE SHED | 2014-10-13 | $90,310 | $1,642 | SL | 27.500000000000 | $3,284 | $3,284 | |
| HP PRINTER | 2010-07-12 | $647 | $613 | SL | 5.000000000000 | $34 | $0 | |
| LEAF BLOWER | 2010-12-01 | $533 | $464 | SL | 5.000000000000 | $69 | $0 | |
| HP COMPUTER | 2010-12-01 | $807 | $698 | SL | 5.000000000000 | $109 | $0 | |
| CONFERENCE ROOM FURNITURE | 2010-07-01 | $4,307 | $2,921 | SL | 7.000000000000 | $615 | $0 | |
| OFFICE FURNISHINGS | 2011-02-09 | $4,261 | $2,537 | SL | 7.000000000000 | $609 | $0 | |
| WATER WELLS #4 | 2011-03-31 | $111,533 | $29,744 | SL | 15.000000000000 | $7,436 | $7,436 | |
| REVERSE OSMOSIS SYSTEM | 2011-03-31 | $298,606 | $170,632 | SL | 7.000000000000 | $42,658 | $42,658 | |
| CHEVROLET SILVERADO | 2011-02-25 | $46,997 | $38,379 | SL | 5.000000000000 | $8,618 | $0 | |
| TEX TRAILER | 2010-09-14 | $2,153 | $1,975 | SL | 5.000000000000 | $178 | $0 | |
| VACUUM CLEANER | 2011-05-05 | $3,552 | $2,781 | SL | 5.000000000000 | $710 | $0 | |
| PROJECTOR | 2011-05-05 | $640 | $501 | SL | 5.000000000000 | $128 | $0 | |
| SONY COMPUTER | 2011-06-03 | $7,382 | $5,658 | SL | 5.000000000000 | $1,476 | $0 | |
| SONY COMPUTER | 2011-06-03 | $7,382 | $5,658 | SL | 5.000000000000 | $1,476 | $0 | |
| IMPROVEMENTS '10 | 2010-03-31 | $286,334 | $52,060 | SL | 27.500000000000 | $10,412 | $10,412 | |
| IMPROVEMENTS '10 | 2010-03-31 | $205,383 | $37,340 | SL | 27.500000000000 | $7,468 | $7,468 | |
| SONY COMPUTER | 2011-06-03 | $6,026 | $4,619 | SL | 5.000000000000 | $1,205 | $0 | |
| SONY COMPUTER | 2011-07-07 | $5,278 | $3,960 | SL | 5.000000000000 | $1,056 | $0 | |
| HEDGE TRIMMER | 2011-10-27 | $640 | $437 | SL | 5.000000000000 | $128 | $0 | |
| OFFICE CHAIRS | 2011-11-15 | $1,752 | $1,196 | SL | 5.000000000000 | $350 | $0 | |
| SONY NOTEBOOK | 2011-11-23 | $1,800 | $1,200 | SL | 5.000000000000 | $360 | $0 | |
| SONY COMPUTER | 2011-07-07 | $8,712 | $6,533 | SL | 5.000000000000 | $1,742 | $0 | |
| LIFT GATE/2011 CHEVY SILVERADO | 2011-04-13 | $4,671 | $3,736 | SL | 5.000000000000 | $935 | $0 | |
| FURNISHINGS - CONFERENCE ROOM | 2011-05-05 | $9,148 | $7,167 | SL | 5.000000000000 | $1,830 | $0 | |
| OFFICE CHAIRS - CONFERENCE ROOM | 2011-08-09 | $3,504 | $2,570 | SL | 5.000000000000 | $701 | $0 | |
| FURNISHINGS - CONFERENCE ROOM | 2011-11-01 | $26,649 | $18,211 | SL | 5.000000000000 | $5,330 | $0 | |
| FURNISHINGS | 2011-08-10 | $51,593 | $37,836 | SL | 5.000000000000 | $10,319 | $10,319 | |
| IMPROVEMENTS | 2011-10-26 | $61,490 | $7,640 | SL | 27.500000000000 | $2,236 | $2,236 | |
| WATER WELLS | 2012-03-31 | $326,302 | $65,259 | SL | 15.000000000000 | $21,753 | $21,753 | |
| SECURITY CAMERA | 2012-03-09 | $962 | $592 | SL | 5.000000000000 | $192 | $0 | |
| REVERSE OSMOSIS SYSTEM | 2012-01-17 | $123,149 | $55,711 | SL | 7.000000000000 | $17,593 | $17,593 | |
| FURNISHINGS | 2011-06-05 | $2,379 | $1,303 | SL | 7.000000000000 | $340 | $340 | |
| FURNISHINGS | 2011-11-01 | $8,571 | $4,182 | SL | 7.000000000000 | $1,224 | $1,224 | |
| STORAGE BUILDING | 2010-11-23 | $3,397 | $496 | SL | 27.500000000000 | $124 | $124 | |
| LAND IMPROVEMENTS | 2011-06-30 | $194,829 | $48,708 | SL | 15.000000000000 | $12,989 | $12,989 | |
| FURNISHINGS | 2013-01-25 | $9,476 | $4,106 | SL | 5.000000000000 | $1,895 | $1,895 | |
| IMPROVEMENTS | 2012-07-17 | $17,072 | $1,656 | SL | 27.500000000000 | $621 | $621 | |
| DEHUMIDIFIER | 2013-01-25 | $1,669 | $516 | SL | 7.000000000000 | $238 | $238 | |
| FURNISHINGS | 2013-01-25 | $28,954 | $8,961 | SL | 7.000000000000 | $4,136 | $4,136 | |
| PICTURE FRAMES | 2013-03-31 | $8,000 | $2,286 | SL | 7.000000000000 | $1,143 | $1,143 | |
| STORAGE BUILDING | 2012-10-01 | $10,300 | $937 | SL | 27.500000000000 | $375 | $375 | |
| CAMERA | 2012-06-28 | $7,346 | $4,040 | SL | 5.000000000000 | $1,469 | $0 | |
| TABLE SAW | 2012-07-17 | $2,722 | $1,451 | SL | 5.000000000000 | $544 | $0 | |
| 2 COMPUTERS | 2012-07-31 | $4,148 | $2,213 | SL | 5.000000000000 | $830 | $0 | |
| WELDING MACHINE | 2012-09-13 | $4,478 | $2,314 | SL | 5.000000000000 | $896 | $0 | |
| FILE CABINET | 2012-07-17 | $1,005 | $384 | SL | 7.000000000000 | $144 | $0 | |
| TABLES - OFFICE | 2012-10-25 | $11,637 | $4,017 | SL | 7.000000000000 | $1,662 | $0 | |
| FURNITURE | 2012-11-27 | $15,952 | $5,318 | SL | 7.000000000000 | $2,279 | $0 | |
| FURNITURE | 2013-01-25 | $10,759 | $3,330 | SL | 7.000000000000 | $1,537 | $0 | |
| PICTURE FRAMES | 2013-03-31 | $8,000 | $2,286 | SL | 7.000000000000 | $1,143 | $0 | |
| WATER WELLS | 2013-03-27 | $458,685 | $61,158 | SL | 15.000000000000 | $30,579 | $30,579 | |
| REVERSE OSMOSIS SYSTEM IMPROVEMENT | 2013-01-17 | $4,204 | $1,302 | SL | 7.000000000000 | $601 | $601 | |
| IMPROVEMENTS | 2013-03-21 | $1,260 | $92 | SL | 27.500000000000 | $46 | $46 | |
| WATER WELLS | 2013-03-31 | $115,035 | $15,338 | SL | 15.000000000000 | $7,669 | $7,669 | |
| IMRPOVEMENTS - PALM TREES | 2013-12-13 | $9,586 | $465 | SL | 27.500000000000 | $349 | $349 | |
| BACKPACK SPRAYERS | 2013-08-06 | $23,762 | $7,920 | SL | 5.000000000000 | $4,752 | $4,752 | |
| WATER WELLS | 2014-03-31 | $285,236 | $19,016 | SL | 15.000000000000 | $19,016 | $19,016 | |
| REVERSE OSMOSIS SYSTEM | 2014-03-31 | $427,309 | $61,044 | SL | 7.000000000000 | $61,044 | $61,044 | |
| PLUMBING ADOBE | 2015-01-17 | $6,955 | $77 | SL | 15.000000000000 | $464 | $464 | |
| IMPROVEMENTS - LANDSCAPING | 2014-03-17 | $1,923 | $128 | SL | 15.000000000000 | $128 | $128 | |
| FURNISHINGS | 2013-05-16 | $14,542 | $3,808 | SL | 7.000000000000 | $2,077 | $2,077 | |
| FURNISHINGS | 2013-05-16 | $11,410 | $2,988 | SL | 7.000000000000 | $1,630 | $1,630 | |
| FURNISHINGS | 2013-05-30 | $3,931 | $1,030 | SL | 7.000000000000 | $562 | $562 | |
| FURNISHINGS | 2013-05-30 | $975 | $255 | SL | 7.000000000000 | $139 | $139 | |
| IMPROVEMENTS - LANDSCAPING | 2014-07-29 | $34,322 | $1,525 | SL | 15.000000000000 | $2,288 | $2,288 | |
| DISCOVERY COMPUTER | 2013-12-16 | $4,116 | $1,029 | SL | 5.000000000000 | $823 | $0 | |
| APPLE COMPUTER | 2014-03-26 | $3,784 | $757 | SL | 5.000000000000 | $757 | $0 | |
| PICTURE FRAMES | 2013-06-10 | $4,536 | $1,188 | SL | 7.000000000000 | $648 | $0 | |
| PICTURE FRAMES | 2013-09-10 | $2,406 | $545 | SL | 7.000000000000 | $344 | $0 | |
| TABLES & CABINETS - OFFICE | 2013-05-30 | $6,048 | $1,584 | SL | 7.000000000000 | $864 | $0 | |
| OFFICE CHAIRS - OFFICE | 2013-07-16 | $3,689 | $878 | SL | 7.000000000000 | $527 | $0 | |
| OFFICE CHAIRS - OFFICE | 2013-08-13 | $3,328 | $792 | SL | 7.000000000000 | $475 | $0 | |
| FILTRATION EQUIPMENT | 2013-09-10 | $714 | $226 | SL | 5.000000000000 | $143 | $0 | |
| CONFERENCE TABLE ADOBE | 2015-03-12 | $1,944 | $32 | SL | 5.000000000000 | $389 | $389 | |
| IMPROVEMENTS | 2014-07-29 | $160,913 | $3,901 | SL | 27.500000000000 | $5,851 | $5,851 | |
| IMPROVEMENTS | 2014-10-08 | $64,684 | $1,176 | SL | 27.500000000000 | $2,352 | $2,352 | |
| CONVENTION OVEN | 2014-12-05 | $5,456 | $260 | SL | 7.000000000000 | $779 | $779 | |
| GARAGE DOOR | 2015-02-27 | $3,248 | $39 | SL | 7.000000000000 | $464 | $464 | |
| DISHWASHER | 2015-03-03 | $2,232 | $27 | SL | 7.000000000000 | $319 | $319 | |
| DRAPERIES & UPHOLESTRY | 2014-12-05 | $18,694 | $890 | SL | 7.000000000000 | $2,671 | $2,671 | |
| HP COMPUTER | 2014-04-01 | $2,195 | $439 | SL | 5.000000000000 | $439 | $0 | |
| SAMSUNG COMPUTER | 2014-04-17 | $2,185 | $401 | SL | 5.000000000000 | $437 | $0 | |
| HP 500 PRINTER | 2014-04-30 | $1,000 | $183 | SL | 5.000000000000 | $200 | $0 | |
| HP COPIER | 2014-10-02 | $6,210 | $621 | SL | 5.000000000000 | $1,242 | $0 | |
| APPLE IPAD | 2014-10-27 | $1,006 | $84 | SL | 5.000000000000 | $201 | $0 | |
| NIKON CAMERA EQUIPMENT | 2014-11-21 | $1,897 | $126 | SL | 5.000000000000 | $379 | $0 | |
| APPLE TABLETS (2) | 2014-11-21 | $2,020 | $135 | SL | 5.000000000000 | $404 | $0 | |
| APPLE IPAD | 2014-12-01 | $1,006 | $67 | SL | 5.000000000000 | $201 | $0 | |
| APPLE IPAD | 2014-10-27 | $898 | $75 | SL | 5.000000000000 | $180 | $0 | |
| IMPROVEMENTS | 2014-07-10 | $151,692 | $4,137 | SL | 27.500000000000 | $5,516 | $5,516 | |
| MONITORING WATER WELLS (3) | 2014-10-31 | $297,326 | $8,259 | SL | 15.000000000000 | $19,822 | $19,822 | |
| OFFICE FURNITURE SHELVING | 2014-09-02 | $6,602 | $550 | SL | 7.000000000000 | $943 | $0 | |
| REVERSE OSMOSIS EQUIPMENT | 2014-11-05 | $1,033,770 | $61,534 | SL | 7.000000000000 | $147,681 | $147,681 | |
| WATER WELL | 2015-03-31 | $399,630 | SL | 39.000000000000 | $0 | $0 | ||
| WATER WELL | 2016-03-31 | $270,192 | NC | $0 | $0 | 0.000000000000 | ||
| WATER WELL | 2016-03-31 | $337,360 | NC | $0 | $0 | 0.000000000000 | ||
| REMODEL | 2016-03-31 | $147,853 | NC | 27.500000000000 | $0 | $0 | ||
| FURNISHINGS | 2016-03-31 | $83,703 | NC | 5.000000000000 | $0 | $0 | ||
| IMPROVEMENTS - TREES | 2015-12-15 | $4,387 | SL | 27.500000000000 | $53 | $53 | ||
| WATER EQUIPMENT | 2015-07-24 | $13,299 | SL | 5.000000000000 | $1,773 | $1,773 | ||
| LAUNDRY ROOM | 2016-03-01 | $6,110 | SL | 7.000000000000 | $73 | $73 | ||
| CARRIAGE HOUSE | $75,452 | NC | $0 | $0 | 0.000000000000 | |||
| DRAPERIES & UPHOLESTRY | 2015-04-07 | $26,506 | SL | 7.000000000000 | $3,787 | $3,787 | ||
| FILING CABINET | 2015-04-10 | $15,751 | SL | 7.000000000000 | $2,250 | $0 | ||
| FILTRATION EQUIPMENT | 2015-07-30 | $10,089 | SL | 5.000000000000 | $1,345 | $0 | ||
| FURNISHINGS | 2015-06-02 | $951 | SL | 7.000000000000 | $113 | $0 | ||
| WATER WELLS | 2015-04-16 | $69,968 | SL | 15.000000000000 | $4,276 | $4,276 | ||
| REVERSE OSMOSIS SYSTEM | 2015-04-21 | $16,072 | SL | 7.000000000000 | $2,105 | $2,105 | ||
| FURNISHINGS | 2015-11-28 | $1,800 | SL | 7.000000000000 | $86 | $0 | ||
| FURNISHINGS | 2015-12-30 | $1,440 | SL | 7.000000000000 | $51 | $0 | ||
| FURNISHINGS | 2016-03-01 | $1,435 | SL | 7.000000000000 | $17 | $0 | ||
| CABINET | 2015-11-28 | $2,250 | SL | 7.000000000000 | $107 | $107 | ||
| TABLES & PANELS | 2015-12-30 | $6,938 | SL | 7.000000000000 | $248 | $248 | ||
| BOOKCASE | 2016-03-25 | $2,500 | SL | 7.000000000000 | $0 | $0 | ||
| WATER WELLS | 2015-05-15 | $57,693 | SL | 15.000000000000 | $3,526 | $3,526 | ||
| WATER WELLS | 2015-11-17 | $158,450 | SL | 15.000000000000 | $3,521 | $3,521 | ||
| WATER WELLS | 2015-12-23 | $151,820 | SL | 15.000000000000 | $2,530 | $2,530 | ||
| WATER WELLS | 2016-03-31 | $127,928 | SL | 15.000000000000 | $0 | $0 | ||
| GARAGE | 2016-03-31 | $74,976 | SL | 27.500000000000 | $0 | $0 | ||
| WATER EQUIPMENT | 2015-12-09 | $8,852 | SL | 5.000000000000 | $590 | $590 | ||
| WATER EQUIPMENT | 2016-03-30 | $5,591 | SL | 5.000000000000 | $0 | $0 | ||
| COMMERCIAL BUILDING | 2015-07-27 | $5,106,051 | SL | 27.500000000000 | $123,783 | $123,783 |
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 | $46,642,295 | EOYBookValueAmt |
| EOYFMV | $46,291,766 | 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 | $39,031,475 | EOYBookValueAmt |
| EOYFMV | $54,484,651 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (196 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 | $233,196 | $55,021 |
| FENCING | $4,660 | $2,535 | $2,125 |
| IMPROVEMENTS TO RED MTN | $8,977 | $3,505 | $5,472 |
| FENCING | $10,640 | $3,386 | $7,254 |
| WATERFALL/FOUNTAIN | $519 | $294 | $225 |
| FENCING & GATE | $1,352 | $408 | $944 |
| TAYLOR RANCH ROAD | $54,971 | $16,159 | $38,812 |
| IMPROVEMENTS | $8,473 | $2,464 | $6,009 |
| WATER WELLS | $705,927 | $149,333 | $556,594 |
| IMPROVEMENTS | $71,588 | $20,824 | $50,764 |
| LAND IMPROVEMENTS | $241,475 | $124,760 | $116,715 |
| LAND IMPROVEMENTS | $73,136 | $36,570 | $36,566 |
| LAND IMPROVEMENTS | $194,107 | $93,815 | $100,292 |
| LAND IMPROVEMENTS | $104,403 | $48,720 | $55,683 |
| ROOF | $21,165 | $5,967 | $15,198 |
| WATER WELLS | $268,770 | $41,352 | $227,418 |
| LAND - MAIN HOUSE | $350,000 | $0 | $350,000 |
| BUILDING - MAIN HOUSE | $475,000 | $391,593 | $83,407 |
| BUILT-IN MICROWAVE | $453 | $324 | $129 |
| HARDWOOD FLOORS | $2,900 | $1,777 | $1,123 |
| DRAPERY | $1,956 | $1,207 | $749 |
| FURNACE | $1,864 | $816 | $1,048 |
| HOUSE RENOVATION | $170,010 | $71,093 | $98,917 |
| WATER HEATER | $685 | $685 | $0 |
| BATHROOM AND KITCHEN | $1,257 | $521 | $736 |
| AIR CONDITIONING | $1,323 | $1,323 | $0 |
| APPLIANCES | $5,125 | $5,125 | $0 |
| DISHWASHER | $1,121 | $1,121 | $0 |
| IMPROVEMENTS | $600 | $196 | $404 |
| IMPROVEMENTS | $6,880 | $2,125 | $4,755 |
| ROOF AND RAFTERS | $35,778 | $10,842 | $24,936 |
| AWNINGS | $2,077 | $2,077 | $0 |
| LAND - MUSIC STUDIO | $275,000 | $0 | $275,000 |
| BUILDING - MUSIC STUDIO | $275,000 | $226,667 | $48,333 |
| IMPROVEMENTS | $65,537 | $53,220 | $12,317 |
| WATER SOFTENER | $850 | $442 | $408 |
| 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 | $425 | $830 |
| IMPROVEMENTS | $600 | $177 | $423 |
| WINDOWS | $26,289 | $7,807 | $18,482 |
| IMPROVEMENTS | $12,426 | $3,654 | $8,772 |
| GATE | $4,155 | $1,258 | $2,897 |
| IMPROVEMENTS | $200,621 | $52,281 | $148,340 |
| IMPROVEMENTS - LAND | $69,292 | $33,103 | $36,189 |
| 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 | $22,080 | $28,223 |
| LAND - HOUSE/OFFICE/LOT | $275,000 | $0 | $275,000 |
| OFFICE - HOUSE/OFFICE/LOT | $45,600 | $23,672 | $21,928 |
| FLOURESCENT LIGHTS | $2,747 | $2,747 | $0 |
| LEASEHOLD IMPROVEMENTS | $18,947 | $11,426 | $7,521 |
| LEASEHOLD IMPROVEMENTS | $10,184 | $5,766 | $4,418 |
| LEASEHOLD IMPROVEMENTS | $41,751 | $22,138 | $19,613 |
| WATER HEATER | $521 | $521 | $0 |
| CONSTRUCTION IN PROGRESS | $156,692 | $63,153 | $93,539 |
| CONSTRUCTION IN PROGRESS | $454,814 | $183,307 | $271,507 |
| WATER SOFTENER | $1,175 | $1,175 | $0 |
| CAMERA | $1,925 | $1,925 | $0 |
| NEW GATE | $6,132 | $4,294 | $1,838 |
| ROSE GARDEN | $7,168 | $4,860 | $2,308 |
| MAIL BOXES | $1,387 | $1,387 | $0 |
| PARKING AREA | $28,003 | $9,926 | $18,077 |
| STORAGE UNIT IN BACK | $71,808 | $23,934 | $47,874 |
| STORAGE UNIT | $21,853 | $7,155 | $14,698 |
| IMPROVEMENTS | $12,150 | $3,904 | $8,246 |
| IMPROVEMENTS | $2,918 | $919 | $1,999 |
| VARIOUS OFFICE PRODUCTS | $12,575 | $12,575 | $0 |
| LAND - STABLES/LOT | $290,000 | $0 | $290,000 |
| STABLES - STABLES/LOT | $10,000 | $7,371 | $2,629 |
| CAR PORT | $2,919 | $2,049 | $870 |
| MOTION SEC LIGHTS & LABOR | $801 | $551 | $250 |
| SHELVES/SHOP | $354 | $247 | $107 |
| CONCRETE SLAB | $860 | $589 | $271 |
| CONCRETE SLAB | $4,088 | $2,570 | $1,518 |
| CEMENT WALL | $764 | $464 | $300 |
| ROOF | $15,560 | $6,745 | $8,815 |
| NEW BARN ADDITION | $63,980 | $23,852 | $40,128 |
| ADD NEW BARN ADDITION | $131,673 | $43,491 | $88,182 |
| IMPROVEMENTS | $4,903 | $1,587 | $3,316 |
| CARPORT LIGHTS & MONITOR | $1,592 | $512 | $1,080 |
| IMPROVEMENTS - CANYON | $17,068 | $5,330 | $11,738 |
| IMPROVEMENTS | $1,524 | $468 | $1,056 |
| BUILDING | $46,538 | $10,152 | $36,386 |
| VACANT LOT | $300,000 | $0 | $300,000 |
| VACANT LOT | $300,000 | $0 | $300,000 |
| FENCE | $2,995 | $2,026 | $969 |
| HOUSE - LCL RENTAL | $144,400 | $102,832 | $41,568 |
| REFRIGERATOR | $600 | $600 | $0 |
| REPAIRS, CLEANING, PAINT | $33,296 | $14,734 | $18,562 |
| DISHWASHER | $544 | $544 | $0 |
| OVEN STOVE TOP | $818 | $818 | $0 |
| WASHER - DRYER | $740 | $740 | $0 |
| BLINDS | $3,049 | $3,049 | $0 |
| POND | $718 | $612 | $106 |
| WATER SOFTENER | $2,575 | $2,575 | $0 |
| ELECTRICAL WORK | $1,000 | $1,000 | $0 |
| TIMBERMILL STORAGE BARN | $2,499 | $1,062 | $1,437 |
| NEW WIRING | $1,156 | $427 | $729 |
| NEW TILE | $5,866 | $2,219 | $3,647 |
| LIGHTS | $2,323 | $784 | $1,539 |
| CROWN MOLDING | $1,052 | $352 | $700 |
| ELECTRICAL BOX AND WIRING | $2,141 | $702 | $1,439 |
| IMPROVEMENTS | $635 | $201 | $434 |
| OUTDOOR ELECTRICAL PANEL | $3,883 | $1,199 | $2,684 |
| WASHER AND DRYER | $3,726 | $3,726 | $0 |
| IMPROVEMENTS | $293,820 | $80,130 | $213,690 |
| IMPROVEMENTS | $222,218 | $58,587 | $163,631 |
| IMPROVEMENTS | $17,177 | $4,375 | $12,802 |
| LCL REMODEL | $12,250 | $2,670 | $9,580 |
| LAND - WELTY PROPERTY | $4,503,679 | $0 | $4,503,679 |
| IMPROVEMENTS '10 | $37,660 | $7,187 | $30,473 |
| DRAPERIES | $17,773 | $12,907 | $4,866 |
| IMPROVEMENTS '10 | $11,531 | $2,409 | $9,122 |
| FURNITURE | $3,445 | $2,829 | $616 |
| SECURITY SYSTEM | $1,646 | $1,195 | $451 |
| WOOD FLOORING FOR OFFICE | $29,147 | $1,413 | $27,734 |
| SECURITY SYSTEM | $549 | $397 | $152 |
| NEW STORAGE SHED | $90,310 | $4,926 | $85,384 |
| WATER WELLS #4 | $111,533 | $37,180 | $74,353 |
| REVERSE OSMOSIS SYSTEM | $298,606 | $213,290 | $85,316 |
| IMPROVEMENTS '10 | $286,334 | $62,472 | $223,862 |
| IMPROVEMENTS '10 | $205,383 | $44,808 | $160,575 |
| FURNISHINGS | $51,593 | $48,155 | $3,438 |
| IMPROVEMENTS | $61,490 | $9,876 | $51,614 |
| WATER WELLS | $326,302 | $87,012 | $239,290 |
| REVERSE OSMOSIS SYSTEM | $123,149 | $73,304 | $49,845 |
| FURNISHINGS | $2,379 | $1,643 | $736 |
| FURNISHINGS | $8,571 | $5,406 | $3,165 |
| STORAGE BUILDING | $3,397 | $620 | $2,777 |
| LAND IMPROVEMENTS | $194,829 | $61,697 | $133,132 |
| FURNISHINGS | $9,476 | $6,001 | $3,475 |
| IMPROVEMENTS | $17,072 | $2,277 | $14,795 |
| DEHUMIDIFIER | $1,669 | $754 | $915 |
| FURNISHINGS | $28,954 | $13,097 | $15,857 |
| PICTURE FRAMES | $8,000 | $3,429 | $4,571 |
| STORAGE BUILDING | $10,300 | $1,312 | $8,988 |
| WATER WELLS | $458,685 | $91,737 | $366,948 |
| REVERSE OSMOSIS SYSTEM IMPROVEMENT | $4,204 | $1,903 | $2,301 |
| IMPROVEMENTS | $1,260 | $138 | $1,122 |
| WATER WELLS | $115,035 | $23,007 | $92,028 |
| IMRPOVEMENTS - PALM TREES | $9,586 | $814 | $8,772 |
| BACKPACK SPRAYERS | $23,762 | $12,672 | $11,090 |
| WATER WELLS | $285,236 | $38,032 | $247,204 |
| REVERSE OSMOSIS SYSTEM | $427,309 | $122,088 | $305,221 |
| PLUMBING ADOBE | $6,955 | $541 | $6,414 |
| IMPROVEMENTS - LANDSCAPING | $1,923 | $256 | $1,667 |
| FURNISHINGS | $14,542 | $5,885 | $8,657 |
| FURNISHINGS | $11,410 | $4,618 | $6,792 |
| FURNISHINGS | $3,931 | $1,592 | $2,339 |
| FURNISHINGS | $975 | $394 | $581 |
| IMPROVEMENTS - LANDSCAPING | $34,322 | $3,813 | $30,509 |
| CONFERENCE TABLE ADOBE | $1,944 | $421 | $1,523 |
| IMPROVEMENTS | $160,913 | $9,752 | $151,161 |
| IMPROVEMENTS | $64,684 | $3,528 | $61,156 |
| CONVENTION OVEN | $5,456 | $1,039 | $4,417 |
| GARAGE DOOR | $3,248 | $503 | $2,745 |
| DISHWASHER | $2,232 | $346 | $1,886 |
| DRAPERIES & UPHOLESTRY | $18,694 | $3,561 | $15,133 |
| IMPROVEMENTS | $151,692 | $9,653 | $142,039 |
| MONITORING WATER WELLS (3) | $297,326 | $28,081 | $269,245 |
| REVERSE OSMOSIS EQUIPMENT | $1,033,770 | $209,215 | $824,555 |
| WATER WELL | $270,192 | $0 | $270,192 |
| WATER WELL | $337,360 | $0 | $337,360 |
| REMODEL | $147,853 | $0 | $147,853 |
| FURNISHINGS | $83,703 | $0 | $83,703 |
| IMPROVEMENTS - TREES | $4,387 | $53 | $4,334 |
| WATER EQUIPMENT | $13,299 | $1,773 | $11,526 |
| LAUNDRY ROOM | $6,110 | $73 | $6,037 |
| CARRIAGE HOUSE | $75,452 | $0 | $75,452 |
| DRAPERIES & UPHOLESTRY | $26,506 | $3,787 | $22,719 |
| WATER WELLS | $69,968 | $4,276 | $65,692 |
| REVERSE OSMOSIS SYSTEM | $16,072 | $2,105 | $13,967 |
| CABINET | $2,250 | $107 | $2,143 |
| TABLES & PANELS | $6,938 | $248 | $6,690 |
| BOOKCASE | $2,500 | $0 | $2,500 |
| WATER WELLS | $57,693 | $3,526 | $54,167 |
| WATER WELLS | $158,450 | $3,521 | $154,929 |
| WATER WELLS | $151,820 | $2,530 | $149,290 |
| WATER WELLS | $127,928 | $0 | $127,928 |
| GARAGE | $74,976 | $0 | $74,976 |
| WATER EQUIPMENT | $8,852 | $590 | $8,262 |
| WATER EQUIPMENT | $5,591 | $0 | $5,591 |
| COMMERCIAL BUILDING | $5,106,051 | $123,783 | $4,982,268 |
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 | $579,243 |
| MUTUAL FUNDS | AT COST | $1,228,926 | $867,310 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (95 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 | $722 | $1,375 | $1,375 |
| 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 | $1,352 | $1,187 | $1,187 |
| 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 | $7,689 | $811 | $811 |
| SHELVING FOR OFFICE | $11,451 | $9,816 | $1,635 | $1,635 |
| 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 | $3,536 | $771 | $771 |
| OFFICE FURNISHINGS | $4,261 | $3,146 | $1,115 | $1,115 |
| CHEVROLET SILVERADO | $46,997 | $46,997 | $0 | $0 |
| TEX TRAILER | $2,153 | $2,153 | $0 | $0 |
| VACUUM CLEANER | $3,552 | $3,491 | $61 | $61 |
| PROJECTOR | $640 | $629 | $11 | $11 |
| SONY COMPUTER | $7,382 | $7,134 | $248 | $248 |
| SONY COMPUTER | $7,382 | $7,134 | $248 | $248 |
| SONY COMPUTER | $6,026 | $5,824 | $202 | $202 |
| SONY COMPUTER | $5,278 | $5,016 | $262 | $262 |
| HEDGE TRIMMER | $640 | $565 | $75 | $75 |
| OFFICE CHAIRS | $1,752 | $1,546 | $206 | $206 |
| SONY NOTEBOOK | $1,800 | $1,560 | $240 | $240 |
| SONY COMPUTER | $8,712 | $8,275 | $437 | $437 |
| LIFT GATE/2011 CHEVY SILVERADO | $4,671 | $4,671 | $0 | $0 |
| FURNISHINGS - CONFERENCE ROOM | $9,148 | $8,997 | $151 | $151 |
| OFFICE CHAIRS - CONFERENCE ROOM | $3,504 | $3,271 | $233 | $233 |
| FURNISHINGS - CONFERENCE ROOM | $26,649 | $23,541 | $3,108 | $3,108 |
| SECURITY CAMERA | $962 | $784 | $178 | $178 |
| CAMERA | $7,346 | $5,509 | $1,837 | $1,837 |
| TABLE SAW | $2,722 | $1,995 | $727 | $727 |
| 2 COMPUTERS | $4,148 | $3,043 | $1,105 | $1,105 |
| WELDING MACHINE | $4,478 | $3,210 | $1,268 | $1,268 |
| FILE CABINET | $1,005 | $528 | $477 | $477 |
| TABLES - OFFICE | $11,637 | $5,679 | $5,958 | $5,958 |
| FURNITURE | $15,952 | $7,597 | $8,355 | $8,355 |
| FURNITURE | $10,759 | $4,867 | $5,892 | $5,892 |
| PICTURE FRAMES | $8,000 | $3,429 | $4,571 | $4,571 |
| DISCOVERY COMPUTER | $4,116 | $1,852 | $2,264 | $2,264 |
| APPLE COMPUTER | $3,784 | $1,514 | $2,270 | $2,270 |
| PICTURE FRAMES | $4,536 | $1,836 | $2,700 | $2,700 |
| PICTURE FRAMES | $2,406 | $889 | $1,517 | $1,517 |
| TABLES & CABINETS - OFFICE | $6,048 | $2,448 | $3,600 | $3,600 |
| OFFICE CHAIRS - OFFICE | $3,689 | $1,405 | $2,284 | $2,284 |
| OFFICE CHAIRS - OFFICE | $3,328 | $1,267 | $2,061 | $2,061 |
| FILTRATION EQUIPMENT | $714 | $369 | $345 | $345 |
| HP COMPUTER | $2,195 | $878 | $1,317 | $1,317 |
| SAMSUNG COMPUTER | $2,185 | $838 | $1,347 | $1,347 |
| HP 500 PRINTER | $1,000 | $383 | $617 | $617 |
| HP COPIER | $6,210 | $1,863 | $4,347 | $4,347 |
| APPLE IPAD | $1,006 | $285 | $721 | $721 |
| NIKON CAMERA EQUIPMENT | $1,897 | $505 | $1,392 | $1,392 |
| APPLE TABLETS (2) | $2,020 | $539 | $1,481 | $1,481 |
| APPLE IPAD | $1,006 | $268 | $738 | $738 |
| APPLE IPAD | $898 | $255 | $643 | $643 |
| OFFICE FURNITURE SHELVING | $6,602 | $1,493 | $5,109 | $5,109 |
| FILING CABINET | $15,751 | $2,250 | $13,501 | $13,501 |
| FILTRATION EQUIPMENT | $10,089 | $1,345 | $8,744 | $8,744 |
| FURNISHINGS | $951 | $113 | $838 | $838 |
| FURNISHINGS | $1,800 | $86 | $1,714 | $1,714 |
| FURNISHINGS | $1,440 | $51 | $1,389 | $1,389 |
| FURNISHINGS | $1,435 | $17 | $1,418 | $1,418 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $21,536 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,536 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE ADVANCES | Desc |
| BOY Book Value | $8,152 | BOYBookValueAmt |
| EOY Book Value | $19,674 | EOYBookValueAmt |
| EOYFMV | $19,674 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GARDEN AND GROUNDS | $26,427 | $0 | $26,427 |
| REPAIRS AND MAINTENANCE | $85,572 | $0 | $85,572 |
| MISCELLANEOUS | $17,141 | $0 | $17,141 |
| UTILITIES | $19,268 | $0 | $19,268 |
| AUTO EXPENSE | $41,199 | $0 | $41,199 |
| INSURANCE - GENERAL AND LIABILITY | $80,798 | $0 | $80,798 |
| OFFICE SUPPLIES | $31,974 | $0 | $31,974 |
| INSURANCE - HEALTH | $113,639 | $71,383 | $42,256 |
| CONTINUING EDUCATION | $175 | $0 | $175 |
| RENTAL EXPENSES | $5,662,745 | $5,662,745 | $0 |
| FIRE PREVENTION | $1,775 | $0 | $1,775 |
| DUES/FEES | $13,763 | $0 | $13,763 |
| WORKERS COMPENSATION | $21,383 | $17,106 | $4,277 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERCENTAGE DEPLETION IN EXCESS OF COST | Desc |
| Amt | $1,951,934 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $15,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - UNION BANK | $67,109 | $67,109 | $0 |
| INVESTMENT FEES - WELLS FARGO | $135,060 | $135,060 | $0 |
| INVESTMENT FEES - MONTECITO B & T | $43,214 | $43,214 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $200,000 | $0 | $0 |
| FOREIGN TAXES | $8,451 | $8,451 | $0 |
| PAYROLL TAXES | $76,821 | $44,556 | $32,265 |
| TAXES - OFFICE | $180 | $0 | $180 |
| TAXES - MAINTENANCE BUILDING | $4,502 | $0 | $4,502 |