2016-11-01T15:35:12-07:00 2015-12-31 990PF 2015-01-01 776154307 June G Outhwaite Charitable Trust JS Poucher KL Englert & CM Cooney Co-Tr JUNE 8055600841 1206 Coast Village Circle Suite A Santa Barbara CA 93108 Kent L Englert Co-Trustee 2016-11-01 2015 2017-02-10 21:41:12Z X 18382131 X X 20245 20245 307844 307844 2020286 12174184 2020286 25482 2373857 2348375 295134 223319 71815 25718 23650 2068 75470 75470 57286 3391 10 10695 4278 6417 1674 1674 57460 3149 54311 523437 334931 134621 995846 995846 1519283 334931 1130467 854574 2013444 133373 372486 371381 429479 464457 429479 429479 11690604 14496048 15113348 2547835 1751489 2144318 2467923 4 16587758 17442335 18382131 0 X 16587758 17442335 16587758 17442335 16587758 17442335 16587758 854574 3 17442335 17442335 MORGAN STANLEY #015706(TRUSTEE) P 2011-11-11 2015-12-31 150807 90720 60087 60087 MORGAN STANLEY #015712 GA) P 2011-11-11 2015-12-31 3711701 2565446 1146255 1146255 MORGAN STANLEY #016543(CLEARING) P 2011-11-11 2015-12-31 1100000 1112048 -12048 -12048 MORGAN STANLEY #016530(WEDGEWOOD) P 2011-11-11 2015-12-31 2344052 2271702 72350 72350 MORGAN STANLEY #016546(CONGRESS) P 2011-11-11 2015-12-31 78418 78586 -168 -168 MORGAN STANLEY #016557 P 2011-11-11 2015-12-31 70797 84760 -13963 -13963 MORGAN STANLEY #016560(CC) P 2011-11-11 2015-12-31 664481 743506 -79025 -79025 CHARLES SCHWAB #2501-1759 P 2011-11-11 2015-12-31 1204945 1361642 -156697 -156697 CHARLES SCHWAB #5761-5050 P 2011-11-11 2015-12-31 1399848 1197341 202507 202507 1209.0946 STAFFORD FUND P 2011-11-11 2015-04-01 1382382 450056 932326 932326 WEST COAST OPPORTUNITY FUND K-1 P 2011-11-11 2015-06-30 198091 -198091 -198091 CAPITAL GAINS MS #015706 P 2015-01-01 2015-12-31 2420 2420 2420 CAPITAL GAINS MS#015712 P 2015-01-01 2015-01-23 53620 53620 53620 CAPITAL GAINS MS #016543 P 2015-01-01 2015-12-31 9727 9727 9727 CAPITAL GAINS CHARLES SCHWAB #1759 P 2015-01-01 2015-12-31 986 986 986 2020286 false 1002648 20205234 0.04962 962150 19512093 0.04931 1015247 18972371 0.05351 905869 20428733 0.04434 1466236 19369559 0.07570 0.272486 0.054497 18314035 998060 20134 1018194 1130467 X 20134 20134 20134 22000 20000 42000 X 21866 21866 false false false false false false false false true true CA true false false false false true www.outhwaitefoundation.org Kent L Englert Co-Trustee 8056958355 1206 Coast Village Circle Suite A SB CA 931082710 true UK false false false false false false false false false false false false false false false false false false false false false false false false false Kent L Englert 26 W ANAPAMU Santa Barbara CA 931013144 Trustee 12.62 98378 John S Poucher 26 W ANAPAMU Santa Barbara CA 931013144 Trustee 9.50 98378 C Michael Cooney 26 W ANAPAMU Santa Barbara CA 931013144 Trustee 8.90 98378 NONE NONE N/A 0 17963387 629542 0 18592929 0 18592929 278894 18314035 915702 915702 20134 20134 895568 34979 930547 930547 1130467 1130467 20134 1110333 930547 902977 1130467 902977 0 227490 703057 OUTHWAITE FOUNDATION 26 W ANAPAMU SANTA BARBARA CA 931013114 8055600841 APPLICATIONS MUST BE IN WRITING AND INCLUDE:1) MISSION STATEMENT INDICATING DIRECT INVOLVEMENT IN ONE OR MORE OF THE DESIGNATED CATEGORIES.2) THE SPECIFIC PURPOSE TO WHICH THE PROPOSED GRANT WILL BE DEVOTED.3) AN INDICATION OF THE DIRECT BENEFIT TO THE COMMUNITIES THE CHARITY SERVES. 4) EVIDENCE OF QUALIFICATION UNDER CALIFORNIA AND FEDERAL LAW AS A PUBLIC CHARITY BENEFIT CORPORATION IN GOOD STANDING. 5) COPIES OF CURRENT FINANCIAL STATEMENTS.6) LIST OF THE BOARD OF DIRECTORS. JULY 31 OF EACH YEAR TRUSTEES GIVE CONSIDERATION TO ORGANIZATIONS WHO FUNCTION ---------------------------------------------------------IN THE FOLLOWING AREAS IN SANTA BARBARA COUNTY---------------------------------------------- 1) MEDICAL CARE, SUPPORT AND RESEARCH 2) GENERAL ASSISTANCE TO THE DISABLED, ELDERLY AND CHILDREN 3) SUPPORT TO ABUSED WOMEN AND CHILDREN 4) PREVENTION OF CRUELTY TO ANIMALS 5) PRESERVATION OF WILDLIFE AND NATURAL RESOURCES 6) HISTORIC PRESERVATION 7) SUPPORT OF EDUCATION INSTITUTIONS AND MUSEUMS DOMESTIC VIOLENCE SOLUTIONS FOR SBC PO BOX 1536 Santa Barbara CA 93102 None PC CLINICAL COUNSELING 10000 EASY LIFT TRANSPORTATION 53 CASS PLACE SUITE D GOLETA CA 93117 None PC DIAL-A-RIDE PROGRAM 5000 COURT APPOINTED SP ADVOCATES OF SB 2601 SKYWAY DRIVE SUITE A3 SANTA MARIA CA 93455 None PC FOSTER YOUTH ADVOCACY PROGRAM 5000 GIRLS Inc OF GREATER SANTA BARBARA PO BOX 236 SANTA BARBARA CA 93102 NONE PC PROJECT 280 10000 SANTA BARBARA MARITIME MUSEUM 113 HARBOR WAY SUITE 190 SANTA BARBARA CA 93109 None PC TAttOOS & SCRIMSHRAW:THE ART OF THE SAILOR 12500 JODI HOUSE 1235 VERONICA SPRINGS ROAD SUITE C SANTA BARBARA CA 93105 NONE PC BRAIN INJURY SUPPORT PROGRAM 15000 FOODBANK OF SANTA BARBARA COUNTY 4554 HOLLISTER AVE SANTA BARBARA CA 93110 NONE PC BUILDING A HEALTHY FOOD SECURE COMMUNITY 30000 CASA SERENA 1515 BATH STREET SANTA BARBARA CA 93101 NONE PC GENERAL SUPPORT 5000 SANTA BARBARA ZOOLOGICAL FOUNDATION 500 NINOS DRIVE SANTA BARBARA CA 93103 NONE PC GIRAFFE ENCLOSURE 25000 COMMUNITY ENVIRONMENTAL COUNCIL 26 W ANAPAMU STREET FLOOR 2 SANTA BARBARA CA 93101 NONE PC RENEWABLE ENERGY PROGRAMS 12500 SANTA BARBARA WILDLIFE CARE NETWORK PO BOX 6594 SANTA BARBARA CA 93160 NONE PC OPERATIONS & DIRECT ANIMAL CARE 5000 ACADEMY OF HEALING ARTS 1209 DE LA VINA STREET SUITE A SANTA BARBARA CA 93101 NONE PC IN-SCHOOL, AFTER SCHOOL & SUMMER EMOTIONAL-SOCIAL LEARNING PROGRAMS 10000 CARPINTERIA EDUCATION FOUNDATION IN POBOX 9 CARPINTERIA CA 93014 NONE PC SUMMER ACADEMY SCHOOL PROGRAM 35000 COUNCIL ON ALCOHOLISM AND DRUG ABUS 232 E CANON PERDIDO STREET SANTA BARBARA CA 93101 NONE PC GENERAL SUPPORT FOR SUBSTANCE ABUSE TREATMENT PROGRAM AT DANIEL BRYANT YOUTH AND FAMILY CENTER 20000 HILLSIDE HOUSE INC 1235 VERONICA SPRINGS ROAD SANTA BARBARA CA 93105 NONE PC GENERAL SUPPORT 20000 LEGAL AID FOUNDATION OF SB COUNTY 301 EAST CANON PERDIDO ST SUITE D1 SANTA BARBARA CA 93101 NONE PC FAMILY VIOLENCE PREVENTION 10000 STORYTELLER CHILDREN'S CENTER 2115 STATE STREET SANTA BARBARA CA 93105 NONE PC MODEL FOR SCHOOL READINESS 10000 TRANSITION HOUSE 425 EAST COTA STREET SANTA BARBARA CA 93101 NONE PC EMERGENCY SHELTER FOR HOMELESS FAMILIES 20000 UNITY SHOPPE INC 110 WEST SOLA STREET SANTA BARBARA CA 93101 NONE PC FOOD & CLOTHING FOR LOW-INCOMED RESIDENTS OF SB COUNTY 10000 PATH POINT 315 WEST HALEY STREET 102 SANTA BARBARA CA 93101 NONE PC COMMUNITY ACCESS PROGRAMS 5000 PLANNED PARENTHOOD OF SANTA BARBARA 518 GARDEN STREET SANTA BARBARA CA 93101 NONE PC ACCESSIBLE CONTINUOUS CARE FOR HEALTHIER WOMEN:PLANNED PARENTHOOD CERVICAL CANCER PROGRAM 5000 SANTA BARBARA RAPE CRISIS CENTER 433 EAST CANON PERDIDO STREET SANTA BARBARA CA 93101 NONE PC COUNSELING & SUPPORT FOR SURVIVORS OF SEXUAL ASSAULT 15000 SB EDUCATION FOUNDATION 1330 STATE ST SUITE 201 SANTA BARBARA CA 93101 NONE PC CORE SUPPORT 10000 SANTA BARBARA RESCUE MISSION 535 EAST YANONALI STREET SANTA BARBARA CA 93103 NONE PC RESIDENTIAL RECOVERY PROGRAM 40000 THE TRUST FOR PUBLIC LAND 101 MONTGOMERY STREET SUITE 900 SAN FRANCISCO CA 94104 NONE PC OUR LAND & WATER S.B.-PURCHASE OF OPEN SPACE 20000 UNITED BOYS GIRLS CLUB OF SANTA BAR 1124 CASTILLO STREET SANTA BARBARA CA 93101 NONE PC GENERAL SUPPORT TO BE RESTRICTED FOR USE IN THE CARPINTERIA FACILITY 10000 FRIENDSHIP ADULT DAY CARE CENTER 89 EUCALYPTUS LANE SANTA BARBARA CA 93108 NONE PC FRIENDSHIP RIDE PROGRAM 5000 GIRLS INC OF CARPINTERIA 5315 FOOTHILL ROAD CARPINTERIA CA 93013 NONE PC GENERAL SUPPORT 10000 HABITAT FOR HUMANITY PO BOX 176 SANTA BARBARA CA 93116 NONE PC SAWYER AVENUE AFFORDABLE HOMES PROJECT 10000 PEOPLES' SELF-HELP HOUSING 26 EAST VICTORIA STREET SANTA BARBARA CA 93101 NONE PC HOUSING ASSISTANCE FOR LOW-INCOME DISABLED, ELDERLY & CHILDREN IN SB COUNTY 2500 SPIRIT OF '76 FOUNDATION PO BOX 1236 SANTA BARBARA CA 93130 NONE PC PROMOTING PATRIOTISM TO SB COMMUNITY 13000 TEDDY BEAR CANCER FOUNDATION 2320 BATH STREET SUITE 163 SANTA BARBARA CA 93105 NONE PC GENERAL SUPPORT 7500 BOYS GIRLS CLUBS OF SANTA BARBARA 632 E CANON PERDIDO STREET SANTA BARBARA CA 93103 NONE PC CBGC OF CARPINTERIA TEEN PROGRAMS 10000 YOUNG AMERICA'S FOUNDATION 217 STATE STREET SANTA BARBARA CA 93101 NONE PC STUDENT PROGRAM SUPPORT FOR REAGAN RANCH 25000 FAMILY SERVICE AGENCY OF SB 123 W GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PC GENERAL SUPPORT 50000 FOOD FROM THE HEART POBOX 3908 SANTA BARBARA CA 93130 NONE PC GENERAL SUPPORT FOR HOME MEAL DELIVERY 5000 PACIFIC PRIDE FOUNDATION 126 EAST HALEY STREET A-11 SANTA BARBARA CA 93101 NONE PC HIV SERVICES PROGRAM 5000 DOS PUEBLOS ENGINEERING ACADEMY FOU 7266 ALAMODA AVE GOLETA CA 93117 NONE PC OPERATION OF THE SHOP INCLUDING PARTIAL FUNDING OF SHOP MANAGER 50000 SANTA BARBARA FOUNDATION 1111 CHAPALA STREET SUITE 200 SANTA BARBARA CA 93101 NONE PC SB FOUNDATION KEY CLASS PROGRAM FOR SANTA BARBARA HIGH SCHOOL 10000 FOUNDATION FOR S B HIGH SCHOOL PO BOX 158 SANTA BARBARA CA 93102 NONE PC PEABODY STADIUM RENOVATION AT SANTA BARBARA HIGH SCHOOL 25000 WESTMONT COLLEGE 955 LA PAZ ROAD SANTA BARBARA CA 93108 NONE PC THE WESTMONT INSTITUTE FOR GLOBAL LEARNING AND LEADERSHIP 25000 YOUNG LIFE OF SANTA BARBARA 123 WEST PADRE STREET SUITE 3 SANTA BARBARA CA 93105 NONE PC LATINO LEADERSHIP EXPERIENCE 10000 SARAH HOUSE PO BOX 20031 SANTA BARBARA CA 93120 NONE PC GENERAL SUPPORT 15000 ALEXANDER HOUSE FOUNDATION PO BOX 23642 SANTA BARBARA CA 93121 NONE PC LOW INCOME PROJECT 10000 WILDERNESS YOUTH PROJECT 5386 HOLLISTER AVENUE SUITE D SANTA BARBARA CA 93111 NONE PC BRIDGE TO NATURE INCLUSION PORGRAM FOR CHILDREN WITH DISABILITIES 5000 DOG ADOPTION AND WELFARE GROUP 5480 OVERPASS ROAD SANTA bARBARA CA 93111 NONE PC PRESCRIPTION DIETS 5000 LAND TRUST FOR SANTA BARBARA COUNTY PO BOX 91830 SANTA BARBARA CA 93190 NONE PC LAND CONSERVATION EASEMENT ACQUISITION PROGRAM 12500 SB TRUST FOR HISTORIC PRESERVATION 123 EAST CANON PERDIDO STREET SANTA BARBARA CA 93101 NONE PC PRESIDIO VISITOR CENTER EXHIBITS, DESIGN DEVELOPMENT PLANNING 50000 SOROPTIMIST INTERNATIONAL OF SB PO BOX 397 SANTA YNEZ CA 93460 NONE PC KOMFORT KITS 1000 SPECIAL OLYMPICS SANTA BARBARA COUN 423 WEST VICTORIA STREET SANTA BARBARA CA 93101 NONE PC SPECIAL OLYMPICS YEAR ROUND SPORTS PROGRAMS 5000 CHILD ABUSE LISTENING MEDIATION 1236 CHAPALA STREET SANTA BARBARA CA 93101 NONE PC GREAT BEGINNINGS PROGRAM 5000 DOCTORS WITHOUT WALLS 19 EAST MICHELTORENA STREET SANTA BARBARA CA 93101 NONE PC GENERAL SUPPORT 7500 HELP OF CARPINTERIA 1069 CASITAS PASS ROAD CARPINTERIA CA 93013 NONE PC AUTOMOBILE DEPRECIATION FUND 3500 CHANNEL ISLANDS YMCA 105 E CARRILLO STREET SANTA BARBARA CA 93101 NONE PC NOAH'S ANCHORAGE YOUTH CRISIS SHELTER 7500 VILLA MAJELLA OF SANTA BARBARA PO BOX 60029 SANTA BARBARA CA 93160 NONE PC GENERAL SUPPORT 5000 ENVIRONMENTAL DEFENSE CENTER 906 GARDEN STREET SANTA BARBARA CA 93101 NONE PC SAFE PASSAGE PROGRAM 7500 SANTA BARBARA FOUNDATION PO BOX 60157 SANTA BARBARA CA 93101 NONE PC THE 2016 PARTNERSHIP FOR EXCELLENCE 1000 GOLETA VALLEY COTTAGE HOSPITAL FOUN 351 SOUTH PATTERSON AVENUE SANTA BARBARA CA 93111 NONE PC CAPITAL CAMPAIGN 50000 PEOPLE ASSISTING THE HOMELESS 340 N MADISON AVENUE LOS ANGELES CA 90004 NONE PC PATH SANTA BARBARA'S MEDICAL RESPITE PROGRAMS 5000 SANTA BARBARA BICYCLE COALITION PO BOX 92047 SANTA BARBARA CA 93190 NONE PC GENERAL SUPPORT 5000 SB COURTHOUSE LEGACY FOUNDATION PO BOX 91459 SANTA BARBARA CA 93190 NONE PC OPERATING FUNDS TO ASSIST THE COURTHOUSE LEGACY FOUNDATION FULFILL ITS FIVE YEAR STRATEGIC PLAN TO GROW AND CREATE SUSTAINABILITY. 25000 SANTA BARBARA MUSEUM OF NATURAL HIS 2559 PUESTA DEL SOL SANTA BARBAR CA 93105 NONE PC MUSEUM'S BACKYARD & NATURE CLUB HOUSE 15000 SB NEIGHORHOOD CLINICS 915 N MILPAS STREET 2ND FLOOR SANTA BARBAR CA 93103 NONE PC CARE FOR EVERY CHILD 15000 SANTA BARBARA PUBLIC LIBRARY FOUNDA 40 E ANAPAMU STREET SANTA BARBARA CA 93101 NONE PC SANTA BARBARA CHILDREN'S LIBRARY CAPITAL AND ENDOWMENT CAMPAIGN 25000 SANTA BARBARA RESCUE MISSION 535 E YANONALI STREET SANTA BARBARA CA 93103 NONE PC CAPITAL CAMPAIGN 25000 SBHS COMPUTER SCIENCE ACADEMY FOUND PO BOX 60354 SANTA BARBARA CA 93160 NONE PC RENOVATIONS TO SBHS COMPUTER SCIENCE ACADENY SPACE 5000 TURNER FOUNDATION PO BOX 186 SANTA BARBARA CA 93102 NONE PC THE VILLAGE & LIGHTOUSE LEARNING CENTERS 5000 VISUAL ARTS DESIGN ACADEMY PO BOX 4426 SANTA BARBARA CA 93140 NONE PC GENERAL SUPPORT 7500 WILLIAM SANSUM DIABETER CENTER 2219 BATH STREET SANTA BARBARA CA 93105 NONE PC EIGHT STEPS TO GOOD HEALTH PROGRAM-OUTREACH TO LOW-INCOMEMEMBERS OF COMMUNITY WITH TYPE 2 DIABATES 15000 SANTA BARBARA FOUNDATION 1111 cHAPALA sTREET SANTA BARBARA CA 93101 NONE PC SANTA BARBARA JOURNALISM INITIATIVE FOR MISSION & STATE FUND 14846 LEGAL AID FOUNDATION OF SANTA bARBA 301 E CANNON PERDIDO STREET SANTA BARBARA CA 93101 NONE PC GENERAL SUPPORT 5000 995846 14 20245 14 307844 14 25482 18 2151624 -131338 2505195 -131338 2373857 1 N/A false false false false false false false false false false Dawson & Dobbs, LLP 3035 3035 0 0 MACfARLANE 2000 2000 0 0 Paulette Liberatore 20683 18615 0 2068 MS #015706 TRUSTEE DIRECTED 1296847 2018586 MS #015712 CGA 5768132 5750373 MS #016543 CLEARING 2850424 2965348 MS #016530 WEDGEWOOD 1579349 1544757 MS #016546 CONGRESS 791836 742306 MS #016557 HARDING lOEVNER 1452629 1353942 MS #016560 CENTRAL COAST 756831 738036 STAFFORD SICAV-GLOBAL EQUITY FUND FMV WEST COAST OPPORTUNITY FUND, LLC FMV 42795 35243 UBS(US) TRUMBULL PROP FD LP-ENERJAX STOC FMV 2101523 2432680 Rounding 4 BANK FEE-WIRE TRANSFERS 25 13 12 Computer Supplies & Maintenance 1424 712 712 CONFERENCE/SEMINAR 1390 1390 FILING FEES-RRF & FTB FEES 150 150 INSURANCE-OFFICE 500 250 250 Jean Volmar 1623 1623 Membership Dues- Foundation Roundtable 1750 875 875 MICRO EDGE 37042 37042 SUPPLIES 286 286 TAX SOFTWARE LACERATE 402 402 TELEPHONE 2427 243 2184 TORI MORAY 9662 9662 WEB DESIGNS 125 125 WEST COAST OPPORTUNITY FUND 654 654 Other Investment Income 25482 ROUNDING DIFFERENCES 3 CARPINTERIA GIRLS CLUB 267064 S Y V PEOPLE HELPING PEOPLE 162415 CHARLES SCHWAB #1759 75 75 0 0 CHARLES SCHWAB #5050 18885 18885 0 0 MORGAN STANLE #016560 1604 1604 0 0 MORGAN STANLEY #015712 6034 6034 0 0 MORGAN STANLEY #016530 5083 5083 0 0 MORGAN STANLEY #016543 50 50 0 0 MORGAN STANLEY #016546 1970 1970 0 0 MORGAN STANLEY #016557 4269 4269 0 0 WURTS ANNUAL FEES 37500 37500 0 0 2014 IRS TAXES BALANCE DUE 31885 FOREIGN TAX #016530 45 45 FOREIGN TAX #016546 14 14 FOREIGN TAX #015712 CGA 758 758 FOREIGN TAX #016543 CLEARING 1971 1971 FOREIGN TAX #016557 603 603 FRANCHISE TAX BOARD 10 10 IRS ESTIMATED PAYMENTS 22000