WOOD-CLAEYSSENS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WOOD-CLAEYSSENS FOUNDATION (EIN 32-0341358)
- Tax period
- 2014-04-01 to 2015-03-31
- Filed
- 2016-02-15
- IRS object ID
- 201640469349100414
- Schema version
- 2014v6.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-15T12:27:46-06:00 | ReturnTs |
| Tax Period End | 2015-03-31 | 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 | 2014-04-01 | 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 | 2016-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN W MORRISSET | PreparerPersonNm |
| PTIN | P00098748 | PTIN |
| Phone | 8059631837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $147,800,615 | 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 | $335,390 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $74 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,637,943 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,637,943 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $25,793,019 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $25,793,019 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $15,237,175 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$139,226 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,849,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,627,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,431,036 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,008,276 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $636,547 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $371,729 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $410,192 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $183,871 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $226,321 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $248,110 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $143,465 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $104,645 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $32,614 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $32,614 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,570 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,570 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $255,557 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $255,557 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $396,282 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $56,771 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $39,511 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,357,394 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,260,690 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $679 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $679 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,746,175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,319,875 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $426,300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,482,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,870,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,215,369 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,801,196 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,801,196 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,283,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,870,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,016,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,656,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,560,690 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,792,473 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,254,329 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,254,329 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $32,166,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,868,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,432,251 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $73,205,123 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $62,435,415 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $61,880,875 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $21,262,024 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $3,078,254 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $16,476,883 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $18,183,770 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $24,590,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $231,768 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $231,768 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $506,210 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $588,769 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $460,171 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $155,194 | LandBOYAmt |
| Land EOY | $128,598 | LandEOYAmt |
| Land EOYFMV | $128,598 | LandEOYFMVAmt |
| Other Assets BOY | $5,604 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,152 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,152 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $127,033,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,110,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,800,615 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $127,033,878 | RetainedEarningBOYAmt |
| Retained Earning EOY | $123,110,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $127,033,878 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,110,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $127,033,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,110,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $127,033,878 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,656,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,733,499 | OtherIncreasesAmt |
| Subtotal | $123,110,962 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $123,110,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 | 2014-01-01 | 2015-12-31 | $38,023,193 | $38,356,824 | -$333,631 | -$333,631 |
| MONTECITO BANK & TRUST #7658 | P | 2014-01-01 | 2015-12-31 | $16,754,340 | $17,664,097 | -$909,757 | -$909,757 |
| WELLS FARGO #2560 | P | 2014-01-01 | 2015-12-31 | $5,063,941 | $3,947,121 | $1,116,820 | $1,116,820 |
| SALE OF FIXED ASSETS | P | 2014-01-01 | 2015-12-31 | $8,500 | $21,158 | -$12,658 | -$12,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$139,226 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,097,898 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $218,912,440 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.119216 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,906,347 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $173,113,218 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.126543 | DistributionYr2Rt |
| Total Distribution | 0.245759 | TotalDistributionRt |
| Average Distribution | 0.122880 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $221,815,477 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,256,686 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $165,607 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,422,293 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,016,565 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $331,214 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $331,214 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $331,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $693,274 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $693,274 | TotalPaymentsAndCreditsAmt |
| Overpayment | $362,060 | OverpaymentAmt |
| Applied To ES Tax | $362,060 | 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 | $226,426 | $50,453 | $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 | $228,898 | $46,947 | $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 | $226,426 | $46,401 | $0 |
| BRAD BURKEY | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | DIRECTOR | 10.00 | $50,050 | $8,759 | $0 |
| JARED P BURKEY | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | DIRECTOR | 10.00 | $50,050 | $8,759 | $0 |
| JENNA M BURKEY | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | SECOND VICE PRESIDENT | 40.00 | $226,426 | $46,223 | $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 | $98,764 | $35,525 | $0 |
| JOSE CHACON | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | GARDENER | 40.00 | $77,204 | $38,441 | $0 |
| ANNA VILLEGAS | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | BOOKKEEPER/CLERICAL | 30.00 | $87,961 | $16,994 | $0 |
| SAMUEL GALVEZ | ||||||||
| 2360 FOOTHILL ROAD | SANTA BARBARA | CA | 93130 | GARDENER | 40.00 | $69,815 | $27,842 | $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 |
|---|---|---|---|---|---|
| VENESSA HURKA CONSULTING | |||||
| 4312 MODOC ROAD | SANTA BARBARA | CA | 93110 | CONSULTING | $526,664 |
| HATHAWAY PERRET WEBSTER POWERS & CHRISMAN | |||||
| 5450 TELEGRAPH ROAD | VENTURA | CA | 93003 | LEGAL SERVICES | $494,948 |
| BROWNSTEIN HYATT FARBER SCHRECK | |||||
| 1020 STATE STREET | SANTA BARBARA | CA | 93101 | LEGAL SERVICES | $60,731 |
| 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 | $120,670,126 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,300,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $96,222,778 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $225,193,378 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $225,193,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,377,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $221,815,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,090,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,090,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $331,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $331,214 | TotalTaxAmt |
| Distributable Before Adj | $10,759,560 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,759,560 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,759,560 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,016,565 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,016,565 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,016,565 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,759,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $13,824,432 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,675,256 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,499,688 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,016,565 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,759,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,257,005 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,756,693 | 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 | $42,756,693 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $13,824,432 | ExcessFromYear2Amt |
| Excess From Year1 | $15,675,256 | ExcessFromYear1Amt |
| Excess From Current Year | $13,257,005 | 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 (239 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVENTURES IN CARING FOUNDATION | |||||||
| 1528 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | COMPASSION IN ACTION PATIENT CARE PROGRAM | $65,000 |
| ALLIANCE FOR THE ARTS | |||||||
| 2100 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | NONE | PC | KIDS AND THE ARTS SCHOOL OUTREACH PROGRAM | $25,000 |
| 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 OF SANTA BARBARA | |||||||
| 1528 CHAPALA STREET SUITE 204 | SANTA BARBARA | CA | 93101 | NONE | PC | SANTA BARBARA FAMILY SERVICES PROGRAM | $50,000 |
| ALZHEIMER'S ASSOCIATION CALIF CENTRAL | |||||||
| 1528 CHAPALA STREET SUITE 204 | SANTA BARBARA | CA | 93101 | NONE | PC | VENTURA FAMILY SERVICES PROGRAM | $30,000 |
| AMERICAN DREAM FOUNDATION | |||||||
| 2955 CHANDLER DRIVE | LOMPOC | CA | 93436 | NONE | PC | VOUCHERS IMPROVE PERFORMANCE | $15,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 212 WEST FIGUEROA | SANTA BARBARA | CA | 93101 | NONE | PC | GO RED FOR WOMEN / SANTA BARBARA HEALTHY FUTURES HEART BALL (EVENT) | $30,000 |
| AMERICAN HEART ASSOCIATION - VENTURA | |||||||
| 212 W FIGUEROA ST | SANTA BARBARA | CA | 93101 | NONE | PC | GO RED FOR WOMEN, VENTURA COUNTY | $10,000 |
| AMERICAN RED CROSS CENTRAL COAST REGION | |||||||
| 836 CALLE PLANO | CAMARILLO | CA | 93012 | NONE | PC | SANTA BARBARA COUNTY - READY 365 - BE RED CROSS READY | $25,000 |
| ANGEL FLIGHT WEST | |||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | NONE | PC | SOUTHERN CALIFORNIA PROGRAMS - SANTA BARBARA COUNTY | $60,000 |
| ANIMAL SHELTER ASSISTANCE PROGRAM | |||||||
| 5473 OVERPASS RD | SANTA BARBARA | CA | 93111 | NONE | PC | ESSENTIAL VETERINARY CARE FIR ADOPTABLE SHELTER CATS | $25,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1528 CHAPALA STREET SUITE 301 | SANTA BARBARA | CA | 93101 | NONE | PC | NO PLACE FOR HATE | $15,000 |
| ARC VENTURA COUNTY | |||||||
| 5103 WALKER STREET | VENTURA | CA | 93003 | NONE | PC | THE ARC OF VENTURA COUNTY MOVE PROGRAM | $20,000 |
| ARCHITECTURAL FOUNDATION OF SANTA BARBARA | |||||||
| 229 E VICTORIA ST | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATIONAL OUTREACH PROGRAMS | $10,000 |
| ARTS OUTREACH | |||||||
| 2353 HOLLISTER STREET SUITE A | LOS OLIVOS | CA | 93441 | NONE | PC | ART-IN-SCHOOLS PROGRAM | $5,000 |
| ASSISTANCE LEAGUE OF CONEJO VALLEY | |||||||
| 2639 THREE SPRINGS | WESTLAKE VILLAGE | CA | 91361 | NONE | PC | OPERATION SCHOOL BELL CLOTHING PROGRAM | $15,000 |
| ASSISTANCE LEAGUE OF SANTA BARBARA | |||||||
| 1259 VERONICA SPRINGS RD | SANTA BARBARA | CA | 93105 | NONE | PC | OPERATION SCHOOL BELL- FOSTERING FRIENDS CLOTHING PROGRAMS | $25,000 |
| ASSISTANCE LEAGUE OF VENTURA COUNTY | |||||||
| 913 EAST SANTA CLARA STREET | VENTURA | CA | 93001 | NONE | PC | OPERATION SCHOOL BELL | $15,000 |
| BEST DAY FOUNDATION | |||||||
| 2417 CALLE SORIA | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| BETHANIA PRESCHOOL & AFTER SCHOOL | |||||||
| 611 ATTERDAG RD | SANTA BARBARA | CA | 93463 | NONE | PC | TUITION ASSISTANCE FUND | $5,000 |
| BIG BROTHERS BIG SISTERS OF VENTURA CO | |||||||
| 4001 MISSION OAKS BLVD SUITE J | CAMARILLO | CA | 93012 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| BISHOP GARCIA DIEGO HIGH SCHOOL | |||||||
| 4000 LA COLINA RD | SANTA BARBARA | CA | 93110 | NONE | PC | GOLF TOURNAMENT | $30,000 |
| BOY SCOUTS OF AMERICA (LOS PADRES COUNCIL) | |||||||
| 4000 MODOC ROAD | SANTA BARBARA | CA | 93455 | NONE | PC | OUTREACH & DIRECT SERVICE TO YOUTH IN SANTA BARBARA | $30,000 |
| BOY SCOUTS OF AMERICA VENTURA COUNCIL | |||||||
| 509 EAST DAILY DRIVE | CAMARILLO | CA | 93010 | NONE | PC | DEVELOPING CHARACTER IN UNDERPRIVILEGED YOUTH | $30,000 |
| BOYS & GIRLS CLUB OF CAMARILLO | |||||||
| 1500 TEMPLE AVENUE | CAMARILLO | CA | 93012 | NONE | PC | AFTER SCHOOL MENTORING PROGRAM | $25,000 |
| BOYS & GIRLS CLUB OF FILLMORE-PIRU | |||||||
| 565 1ST ST | FILMORE | CA | 93015 | NONE | PC | FILMORE B&GC AFTER SCHOOL STEM ACADEMY | $25,000 |
| BOYS & GIRLS CLUB OF MOORPARK | |||||||
| PO BOX 514 | MOORPARK | CA | 93020 | NONE | PC | POWER HOUR | $25,000 |
| BOYS & GIRLS CLUB OF OXNARDPORT HUENEME | |||||||
| 1900 WEST FIFTH STREET | OXNARD | CA | 93030 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| BOYS & GIRLS CLUB OF SANTA BARBARA | |||||||
| 632E CANON PERDIDO ST | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| BOYS & GIRLS CLUB OF SANTA MARIA VALLEY | |||||||
| 901 N RAILROAD AVENUE | SANTA MARIA | CA | 93458 | NONE | PC | AFTERSCHOOL & SUMMER PROGRAMMING | $25,000 |
| BOYS & GIRLS CLUB OF SANTA PAULA | |||||||
| 1400 E HARVARD BLVD | SANTA PAULA | CA | 93061 | NONE | PC | SANTA PAULA B&GC - AFTER SCHOOL STEM ACADEMY | $25,000 |
| BOYS & GIRLS CLUB OF SIMI VALLEY | |||||||
| 2850 LEMON DRIVE | SIMI VALLEY | CA | 93063 | NONE | PC | AFTER SCHOOL AND SUMMER LEARNING ACADEMY | $25,000 |
| BOYS & GIRLS CLUB OF VENTURA | |||||||
| 6020 NICOLLE ST STE D | VENTURA | CA | 93003 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| BRAILLE INSTITUTE OF AMERICA (SANTA BARBARA CENTER) | |||||||
| 2031 DE LA VINA STREET | SANTA BARBARA | CA | 93105 | NONE | PC | BRAILLE INSTITUTE SANTA BARBARA LIBRARY | $25,000 |
| BUELTON SENIOR CENTER (SANTA YNEZ VALLEY SENIOR CITIZENS' FDN) | |||||||
| 164 W HWY 246 | BUELLTON | CA | 93427 | NONE | PC | FOOD PROGRAM | $65,000 |
| C A R E 4 PAWS | |||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | NONE | PC | CRITICAL COMMUNITIES SPAY-NEUTEROUTREACH SPAY MOBILE | $20,000 |
| CREW | |||||||
| PO BOX 1532 | OJAI | CA | 93024 | NONE | PC | CREW ENVIRONMENTAL & FIRE PROTECTION YOUTH EMPLOYMENT PROGRAM | $20,000 |
| CABRILLO MUSIC THEATRE | |||||||
| 2100 THOUSAND OAKS BLVD STE B | THOUSAND OAKS | CA | 91362 | NONE | PC | CABRILLO MUSIC THEATER 2014 - 2015 SEASON | $10,000 |
| CALIFORNIA 4-H FOUNDATION | |||||||
| 2801 SECOND ST | DAVIS | CA | 95618 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 |
| CALIFORNIA OIL MUSEUM | |||||||
| 1001 E MAIN STREET | SANTA PAULA | CA | 93061 | NONE | PC | CALIFORNIA OIL MUSEUM EDUCATION PROGRAM | $25,000 |
| CALIFORNIA SHOCKTRAUMA AIR RESCUE | |||||||
| 4933 BAILEY LOOP | MCCLELLAN | CA | 95652 | NONE | PC | FLIGHT CREW HELEMT REPLACEMENT / UPGRADE | $25,000 |
| CAMARILLO FAMILY YMCA | |||||||
| 105 E CARRILLO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | BEFORE AND AFTER SCHOOL / DAY CAMP PROGRAMS | $25,000 |
| CAMARILLO HOSPICE CORPORATION | |||||||
| 400 ROSEWOOD AVENUE 102 | CAMARILLO | CA | 93010 | NONE | PC | PROGRAM SUPPORT | $40,000 |
| CAMP RONALD MCDONALD FOR GOOD TIMES | |||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NONE | PC | CAMP RONALD MCDONALD FOR GOOD TIMES - VENTURA COUNTY | $15,000 |
| CAMP RONALD MCDONALD FOR GOOD TIMES (SANTA BARBARA) | |||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NONE | PC | CAMPERSHIPS - SANTA BARBARA COUNTY | $10,000 |
| CANCER CENTER OF SANTA BARBARA | |||||||
| 300 WEST PUEBLO STREET | SANTA BARBARA | CA | 93105 | NONE | PC | PATIENT ASSISTANCE PROGRAM | $35,000 |
| CANCER SUPPORT COMMUNITY VALLEY | |||||||
| 530 HAMPSHIRE ROAD | WESTLAKE VILLAGE | CA | 91361 | NONE | PC | CANCER SUPPORT, EDUCATION AND HOPE | $20,000 |
| CARE GIVERS | |||||||
| 1765 GOODYEAR AVENUE SUITE 205 | VENTURA | CA | 93003 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| CARPINTERIA VALLEY HISTORICAL SOCIETY | |||||||
| 956 MAPLE AVE | CARPINTERIA | CA | 93013 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CARRIAGE & WESTERN ART MUSEUM OF SANTA BARBARA | |||||||
| 129 CASTILLO ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $45,000 |
| CASA ESPERANZA | |||||||
| 816 CACIQUE STREET | SANTA BARBARA | CA | 93103 | NONE | PC | HOMELESS MEDICAL RESPITE PROGRAM | $15,000 |
| CASA OF SANTA BARBARA COUNTY | |||||||
| 118 EAST FIGUEROA | SANTA BARBARA | CA | 93101 | NONE | PC | FOSTER YOUTH ADVOCACY | $100,000 |
| CASA OF VENTURA COUNTY | |||||||
| PO BOX 1135 | CAMARILLO | CA | 93011 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CASA PACIFICA | |||||||
| 1722 S LEWIS ROAD | CAMARILLO | CA | 93012 | NONE | PC | SPONSOR WINE & FOOD FESTIVAL 2015 | $15,000 |
| CASA PACIFICA CENTERS | |||||||
| 1722 S LEWIS ROAD | CAMARILLO | CA | 93012 | NONE | PC | CAPITAL CAMPAIGN | $2,300,000 |
| CASA SERENA | |||||||
| 1515 BATH STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 |
| CATHOLIC CHARITIES | |||||||
| 609 E HALEY ST | SANTA BARBARA | CA | 93101 | NONE | PC | FOOD DISTRIBUTION SERVICES (FDS) PROGRAM | $60,000 |
| CATHOLIC CHARITIES OF LOS ANGELES INC | |||||||
| P O BOX 15095 | LOS ANGELES | CA | 90015 | NONE | PC | OXNARD COMMUNITY SERVICE CENTER | $25,000 |
| CHILD ABUSE LISTENING & MEDIATION (CALM) | |||||||
| 1236 CHAPALA | SANTA BARBARA | CA | 93101 | NONE | PC | CHILD ABUSE / FAMILY VIOLENCE TREATMENT PROGRAM | $50,000 |
| CHILDREN'S MUSEUM OF SANTA BARBARA | |||||||
| PO BOX 4808 | SANTA BARBARA | CA | 93140 | NONE | PC | CHILDREN'S MUSEUM OF SANTA BARBARA CAPITAL CAMPAIGN | $1,000,000 |
| CIELO FOUNDATION FOR THE PERFORMING ARTS | |||||||
| 1812 LA CORONILLA DR | SANTA BARBARA | CA | 93109 | NONE | PC | JULY 4, 2014 CONCERT | $5,000 |
| CITY IMPACT | |||||||
| 829 NORTH A STREET | OXNARD | CA | 93030 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 |
| COMMUNITY ACTION PARTNERSHIP OF KERN (CAPK) FOOD BANK | |||||||
| 1825 FELIZ DR | BAKERSFIELD | CA | 93307 | NONE | PC | HOG FROM 2014 KERN COUNTY FAIR | $1,371,970 |
| COMMUNITY ARTS MUSIC ASSOCIATION OF SANTA BARBARA | |||||||
| 2060 ALAMEDA PADRE SERRA 201 | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| COMMUNITY HEALTH CENTERS | |||||||
| 150 TEJAS PLACE | NIPOMO | CA | 93444 | NONE | PC | DENTAL ACCESS PROGRAM (DAP) | $50,000 |
| CONEJO VALLEY YMCA | |||||||
| 100 E THOUSAND OAKS SUITE 295 | THOUSAND OAKS | CA | 91360 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CORNERSTONE HOUSE OF SANTA BARBARA | |||||||
| 1451 CAMINO TRILLADO | CARPINTERIA | CA | 93013 | NONE | PC | HAPPY ADVENTURE SUMMER CAMP | $15,000 |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE | |||||||
| 232 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93102 | NONE | PC | SANTA BARBARA TEEN COURT PROGRAM | $35,000 |
| COUNTY OF SANTA BARBARA ARTS FUND | |||||||
| 205C SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | TEEN ARTS MENTORSHIP ARTS ENRICHMENT PROGRAM EXPANSION | $15,000 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | NONE | PC | RESTORATION WEEKEND | $20,000 |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PC | PERSONAL CARE PACKS PROGRAM | $20,000 |
| DOG ADOPTION WELFARE GROUP (DAWG) | |||||||
| 5480 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | NONE | PC | OUTSIDE LABORATORY TESTS | $15,000 |
| DOMESTIC VIOLENCE SOLUTIONS FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 1536 | SANTA BARBARA | CA | 93102 | NONE | PC | RESIDENTIAL SERVICES / ALEXANDRA TANG VOLUNTEER PROGRAM | $75,000 |
| DRAGG INC | |||||||
| 2250 CELSIUS AVE SUITE P | OXNARD | CA | 93030 | NONE | PC | OPERATING SUPPORT | $67,500 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | NONE | PC | OPERATING SUPPORT | $45,000 |
| EASY LIFT TRANSPORTATION INC | |||||||
| 53 CASS PLACE STE D | SANTA BARBARA | CA | 93117 | NONE | PC | DIAL-A-RIDE PARATRANSIT SERVICE | $25,000 |
| EL CENTRITO FAMILY LEARNING CENTERS | |||||||
| 450 SOUTH K ST RM 111 | OXNARD | CA | 93030 | NONE | PC | AFTER SCHOOL & SUMMER STEAM ACADEMY | $20,000 |
| EL CONCILIO FAMILY SERVICES | |||||||
| 301 SOUTH C STREET | OXNARD | CA | 93010 | NONE | PC | YOUTH FOR SUCCESS PROGRAM | $25,000 |
| ELINGS PARK FOUNDATION | |||||||
| 1298 LAS POSITAS ROAS | SANTA BARBARA | CA | 93105 | NONE | PC | CAMP ELINGS 2014 | $25,000 |
| ELVERHOJ MUSEUM OF HISTORY AND ART | |||||||
| 1624 ELVERHOY WAY | SOLVANG | CA | 93463 | NONE | PC | GENERAL OPERATING SUPPORT | $19,000 |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $325,000 |
| FILMORE VOLUNTEER FIREFIGHTER FOUNDATION | |||||||
| PO BOX 331 | FILMORE | CA | 93015 | NONE | PC | FIREFIGHTER PROTECTIVE EQUIPMENT | $50,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DRIVE | OWASSO | OK | 74055 | NONE | PC | CHARITY GOLF TOURNAMENT | $26,000 |
| FOOD BANK OF SANTA BARBARA | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | SB COUNTY FAIR | $1,332,318 |
| FOOD FROM THE HEART | |||||||
| 909 N LA CUMBRE ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | GENERAL OPERATING SUPPORT | $22,000 |
| FOOD SHARE (VENTURA COUNTY) | |||||||
| 4156 SOUTHBANK RD | OXNARD | CA | 93036 | NONE | PC | OPERATING SUPPORT | $935,244 |
| FOODBANK COALITION OF SLO COUNTIES | |||||||
| PO BOX 2070 | PASO ROBLES | CA | 93447 | NONE | PC | MID STATE FAIR - ANIMAL PURCHASES | $995,997 |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | GENERAL OPERATING AND DROUGHT SUPPORT | $120,000 |
| FORT HOPE INC | |||||||
| PO BOX 132 | ARROYO GRANDE | CA | 93421 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| FOUNDATION FOR SANTA BARBARA CITY COLLEGE | |||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | CARE - SINGLE PARENT PROGRAM | $25,000 |
| FRIENDS OF OCEANO DUNES | |||||||
| PO BOX 398 | OCEANO | CA | 93445 | NONE | PC | GENERAL OPERATING SUPPORT | $175,000 |
| FRIENDSHIP ADULT DAY CARE CENTER | |||||||
| 89 EUCALYPTUS LN | SANTA BARBARA | CA | 93108 | NONE | PC | CORE SUPPORT FOR ADULT DAY SERVICES PROGRAM | $40,000 |
| FUND FOR RESOURCE CONSERVATION | |||||||
| 2977 SEXTON CANYON ROAD | VENTURA | CA | 93004 | NONE | PC | CORE OPERATING SUPPORT | $125,000 |
| FUND FOR SANTA BARBARA | |||||||
| 26 WEST ANAPAMU STREET | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH MAKING CHANGE | $35,000 |
| GANNA WALSKA LOTUSLAND FOUNDATION | |||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | OPEN PATHWAYS PROGRAM | $7,500 |
| GENSPAN FOUNDATION | |||||||
| 1418 EAST MAIN STREET | SANTA MARIA | CA | 93420 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| GIRL SCOUTS OF CALIFORNIA'S CENTRAL COAST | |||||||
| 10550 MERRITT ST | CASTROVILLE | CA | 95012 | NONE | PC | GIRL SCOUTS LEADERSHIP EXPERIENCE - SANTA BARBARA COUNTY | $50,000 |
| GIRLS INCORPORATED OF CARPINTERIA | |||||||
| 5315 FOOTHILL RD | CARPINTERIA | CA | 93013 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| GIRLS INCORPORATED OF GREATER SANTA BARBARA | |||||||
| 531 E ORTEGA STREET | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| GOLETA VALLEY COMMUNITY CENTER | |||||||
| 5679 HOLLISTER AVENUE | GOLETA | CA | 93117 | NONE | PC | GOLETA VALLEY SENIOR CENTER - GENERAL OPERATING SUPPORT | $20,000 |
| GOLETA VALLEY HISTORICAL SOCIETY | |||||||
| 304 N LOS CARNEROS ROAD | GOLETA | CA | 93111 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| GOOD SAMARITAN SHELTER INC | |||||||
| 245 E INGER DRIVE 103B | SANTA MARIA | CA | 93455 | NONE | PC | CORE OPERATING SUPPORT | $20,000 |
| GUIDE DOGS FOR THE BLIND | |||||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | NONE | PC | GUIDE DOGS FOR THE BALIND LIFELONG TEAM PROMOTER SPONSORSHIP | $25,000 |
| HAPPY ENDINGS ANIMAL RESCUE SANCTUARY | |||||||
| 1326 DOVE MEADOW RD | SOLVANG | CA | 93463 | NONE | PC | HEARS TO THE RESCUE - GENERAL OPERATING SUPPORT | $25,000 |
| HEARTS THERAPEUTIC EQUESTRIAN CENTER | |||||||
| PO BOX 30662 | SANTA BARBARA | CA | 93130 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| HELP OF CARPINTERIA INC | |||||||
| 1069 CASITAS PASS ROAD | CARPINTERIA | CA | 93013 | NONE | PC | GENERAL OPERATING SUPPORT | $24,000 |
| HIDDEN WINGS | |||||||
| 517 ATTERDAG ROAD | SOLVANG | CA | 93463 | NONE | PC | COMPUTER LAB PART II - CINEMATOGRAPHY | $33,000 |
| 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 DR SUITE 204 | THOUSAND OAKS | CA | 91360 | NONE | PC | COMMUNITY HOSPICE AND GRIEF SUPPORT CENTER | $30,000 |
| ISLA VISTA YOUTH PROJECT | |||||||
| 6842 PHELPS ROAD | GOLETA | CA | 93117 | NONE | PC | SCHOOL AGE ENRICHMENT / CHILDREN'S CENTER/ FAMILY RESOURCE CENTER | $30,000 |
| JOIN -UP INTERNATIONAL | |||||||
| PO BOX 246 | SOLVANG | CA | 93464 | NONE | PC | HORSE SENSE FOR SOLDIERS | $100,000 |
| JUNIOR BLIND OF AMERICA | |||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | PC | INFANT & EARLY CHILDHOOD PROGRAM (IECP) | $30,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 811 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90017 | NONE | PC | 2014 JDRF OUTRREACH & WALK TO CURE DIABETES | $25,000 |
| LA CASA DE MARIA IMMACULATE HEART COMM | |||||||
| 800 EL BOSQUE ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | CATER CONSERVATION, REUSE AND RECLAMATION PROJECT | $30,000 |
| LAGUNA COTTAGES FOR SENIORS | |||||||
| 803 LAGUNA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| LEGAL AID FOUNDATION OF SANTA BARBARA COUNTY | |||||||
| 301 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | DOMESTIC VIOLENCE PREVENTION PROGRAM | $30,000 |
| LITTLE STAR PONY FOUNDATION | |||||||
| 1036 ARBOLADO RD | SANTA BARBARA | CA | 93103 | NONE | PC | GIDDY UP AND GO | $6,000 |
| LIVINGSTON MEMORIAL VISITING NURSE ASSOC | |||||||
| 1996 EASTMAN AVENUE SUITE 101 | VENTURA | CA | 93003 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| LOBERO THEATRE FOUNDATION | |||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | PC | ENCORE: LOBERO PHASE II | $90,000 |
| LOMPOC FAMILY YMCA | |||||||
| 201 W COLLEGE AVE | LOMPOC | CA | 93436 | NONE | PC | YMCA OPEN DOORS PROGRAM | $25,000 |
| 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 ST SUITE D | VENTURA | CA | 93003 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| MANNA CONEJO VALLEY FOOD BANK | |||||||
| 3020 CRESCENT WAY | THOUSAND OAKS | CA | 91358 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MANY MANSIONS | |||||||
| 1259 E THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | NONE | PC | ADULT SERVICES, CHILDREN'S SERVICES, AFFORDABLE HOUSING DEVELOPMENT | $30,000 |
| MARIAN MEDICAL CENTER FOUNDATION | |||||||
| 1400 EAST CHURCH STREET | SANTA MARIA | CA | 93454 | NONE | PC | MARIAN HEART CENTER EXPANSION PROJECT, PHASE II | $400,000 |
| MENTAL WELLNESS CENTER | |||||||
| 617 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| MILLER FAMILY YMCA | |||||||
| 100 E THOUSAND OAKS SUITE 295 | THOUSAND OAKS | CA | 91360 | NONE | PC | MENTORSHIP SUPPORT | $25,000 |
| MONTECITO TRAILS FOUNDATION | |||||||
| PO BOX 5481 | SANTA BARBARA | CA | 93150 | NONE | PC | TRAIL SIGNAGE | $10,000 |
| MUSEUM OF VENTURA COUNTY | |||||||
| 100 E MAIN STREET | VENTURA | CA | 93001 | NONE | PC | MVC ENGAGE | $45,000 |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY RD | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | |||||||
| 501 EAST OJAI AVENUE | OJAI | CA | 93023 | NONE | PC | GENERAL OPERATING SUPPORT | $45,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1921-A STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | PROGRAM SUPPORT (SANTA BARBARA COUNTY) | $25,000 |
| NATURETRACK FOUNDATION | |||||||
| PO BOX 953 | LOS OLIVOS | CA | 93463 | NONE | PC | FOSTERING A LIFELONG FASCINATION WITH NATURE | $10,000 |
| NEW BEGINNINGS COUNSELING CENTER | |||||||
| 324 E CARRILLO STREET SUITE C | SANTA BARBARA | CA | 93101 | NONE | PC | LIFE SKILLS PARENTING EDUCATION PROGRAM | $40,000 |
| NORTH COUNTY RAPE CRISIS & CHILD PROTECTION CENTER | |||||||
| 112 E WALNUT AVE | LOMPOC | CA | 93436 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| NOTES FOR NOTES INC | |||||||
| PO BOX 90632 | SANTA BARBARA | CA | 93190 | NONE | PC | MUSIC BOX STUDIOS | $25,000 |
| NOTRE DAME SCHOOL | |||||||
| 33 E MICHELTORENA ST | SANTA BARBARA | CA | 93101 | NONE | PC | AUCTION GALA | $10,000 |
| OJAI VALLEY LAND CONSERVANCY | |||||||
| PO BOX 1092 | OJAI | CA | 93024 | NONE | PC | MATCH FOR VENTURA RIVER WATERSHED COORDINATOR | $1,000 |
| OJAI VALLEY MUSEUM | |||||||
| 130 W OJAI AVENUE | OJAI | CA | 93023 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| OLD SPANISH DAYS | |||||||
| PO BOX 21557 | SANTA BARBARA | CA | 93121 | NONE | PC | OLD SPANISH DAYS FIESTA & STOCK HORSE SHOW | $49,384 |
| ORCUTT AREA SENIORS IN SERVICE (OASIS CENTER) | |||||||
| PO BOX 2637 | SANTA MARIA | CA | 93457 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| ORCUTT CHILDREN'S ARTS FOUNDATION | |||||||
| 500 DYER ST | SANTA MARIA | CA | 93455 | NONE | PC | ARTS FOR THE ORCUTT ACADEMY | $25,000 |
| OXNARD COMMUNITY K-9 FOUNDATION | |||||||
| 251 SOUTH C STREET | OXNARD | CA | 93030 | NONE | PC | K-9 PURCHASING, TRAINING & MEDICAL COSTS FOR K9 | $60,000 |
| OXNARD FIREFIGHTERS FOUNDATION | |||||||
| PO BOX 5503 | OXNARD | CA | 93031 | NONE | PC | OPERATING SUPPORT | $50,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | FOSTERING AN ENVIRONMENT OF FREEDOM | $50,000 |
| PAGE YOUTH CENTER | |||||||
| PO BOX 6766 | SANTA BARBARA | CA | 93160 | NONE | PC | PYC SCHOLARSHIS FOR CHILDREN IN NEED | $25,000 |
| PAINTED CAVE VOLUNTEER FIRE DEPARTMENT | |||||||
| 4849 LOOKOUT ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL OPERATING FUNDS | $378,000 |
| PARC FOUNDATION | |||||||
| PO BOX 91742 | SANTA BARBARA | CA | 93190 | NONE | PC | OPERATING SUPPORT | $45,388 |
| PEOPLE FOR LEISURE AND YOUTH (PLAY INC) | |||||||
| 615 S MCCLELLAND ST | SANTA MARIA | CA | 93454 | NONE | PC | SANTA MARIA PAL ROBOTICS | $50,000 |
| PEPPERDINE UNIVERSITY | |||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | NONE | PC | OPERATING SUPPORT | $376,000 |
| PHOENIX OF SANTA BARBARA | |||||||
| 107 E MICHELTORENA | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PIERRE CLAEYSSENS VETERAN'S MUSEUM & LIBRARY | |||||||
| 245 OAK RD | SANTA BARBARA | CA | 93108 | NONE | PC | OPERATING SUPPORT | $1,005,000 |
| PLANNED PARENTHOOD OF SB VENTURA & SAN LUIS OBISPO CO | |||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | OPERATING SUPPORT | $15,000 |
| PROJECT RESCUE FLIGHT | |||||||
| PO BOX 3792 | SANTA BARBARA | CA | 93130 | NONE | PC | COPTER 4 HOIST AND TAILBOOM UPGRADES | $500,000 |
| RM PYLES BOYS CAMP | |||||||
| 27211 HENRY MAYO DR | VALENCIA | CA | 91355 | NONE | PC | OPERATING SUPPORT | $20,000 |
| REINS OF HOPE | |||||||
| PO BOX 1156 | OJAI | CA | 93023 | NONE | PC | PROGRAM SUPPORT | $45,000 |
| RESCUE MISSION ALLIANCE | |||||||
| 315 NORTH A STREET | OXNARD | CA | 93030 | NONE | PC | GENERAL OPERATING SUPPORT | $90,000 |
| RONA BARRETT FOUNDATION | |||||||
| PO BOX 1559 | SANTA YNEZ | CA | 93460 | NONE | PC | GOLDEN INN & VILLAGE | $800,000 |
| SANTA BARBARA BIRD SANCTUARY | |||||||
| 2430 LILLIE AVENUE | SUMMERLAND | CA | 93067 | NONE | PC | SB BIRD SANCTUARY OPERATING BUDGET | $60,000 |
| SANTA BARBARA BOTANIC GARDENS INC | |||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | SEED THE FUTURE CAPITAL CAMPAIGN | $25,000 |
| SANTA BARBARA CENTER FOR THE PERFORMING ARTS | |||||||
| 1330 STATE STREET SUITE 101 | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING & BACK OFFICE PROGRAM SUPPORT | $600,000 |
| SANTA BARBARA COMMUNITY YOUTH PERFORMING ARTS CENTER | |||||||
| PO BOX 21046 | SANTA BARBARA | CA | 93121 | NONE | PC | GENERAL OPERATING SUPPORT FOR CORE THEATRE PROGRAMS | $7,000 |
| SANTA BARBARA COTTAGE HOSPITAL | |||||||
| 400 W PUEBLO STREET | SANTA BARBARA | CA | 93105 | NONE | PC | COTTAGE CHILDREN'S HOSPITAL | $250,000 |
| SANTA BARBARA COUNTY SEARCH & RESCUE | |||||||
| PO BOX 6602 | SANTA BARBARA | CA | 93160 | NONE | PC | SB CO. SEARCH & RESCUE - PRIORITY PROJECTS 2014 | $80,000 |
| SANTA BARBARA DANCE INSTITUTE | |||||||
| 1330 STATE ST SUITE 207 | SANTA BARBARA | CA | 93101 | NONE | PC | EDUCATIONAL DANCE PROGRAMS AND PERFORMANCES | $10,000 |
| SANTA BARBARA ELKS CLUB | |||||||
| 150 NORTH KELLOGG | SANTA BARBARA | CA | 93111 | NONE | PC | GIRLS SOFTBALL | $10,000 |
| SANTA BARBARA FIREFIGHTERS ALLIANCE | |||||||
| PO BOX 3776 | SANTA BARBARA | CA | 93130 | NONE | PC | SPONSOR 2015 FIRE BALL | $15,000 |
| SANTA BARBARA HUMANE SOCIETY | |||||||
| 5399 OVERPASS RD | 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 | $30,000 |
| SANTA BARBARA MEALS ON WHEELS | |||||||
| PO BOX 6099 | SANTA BARBARA | CA | 93160 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | NONE | PC | CENTENNIAL CAMPAIGN | $500,000 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | |||||||
| 915 N MILPAS ST 2ND FLOOR | SANTA BARBARA | CA | 93103 | NONE | PC | CARE FOR EVERY FAMILY | $100,000 |
| SANTA BARBARA NEW HOUSE | |||||||
| 2434 BATH STREET | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | |||||||
| PO BOX 91121 | SANTA BARBARA | CA | 93190 | NONE | PC | TEEN CENTER PROGRAM | $75,000 |
| SANTA BARBARA POLICE FOUNDATION | |||||||
| 215 E FIGUEROA ST | SANTA BARBARA | CA | 93101 | NONE | PC | MONTECITO MOTOR CLASSIC SPONSOR | $95,000 |
| SANTA BARBARA RAPE CRISIS CENTER | |||||||
| 433 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93103 | NONE | PC | HOMELESS GUEST SERVICES & RESIDENTIAL TREATMENT PROGRAMS | $10,000 |
| SANTA BARBARA SCOTTISH RITE LANGUAGE CENTER | |||||||
| 16 E CARRILLO ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| SANTA BARBARA SPECIAL ENFORCEMENT TEAM SUPPORT | |||||||
| PO BOX 1084 | BUELLTON | CA | 93427 | NONE | PC | ADVANCED TATICAL TRAINING & EQUIPMENT | $200,000 |
| SANTA BARBARA SYMPHONY ORCHESTRA ASSOC | |||||||
| 1330 STATE STREET SUITE 102 | SANTA BARBARA | CA | 93101 | NONE | PC | MUSIC EDUCATION SUITE | $25,000 |
| SANTA BARBARA WILDLIFE CARE NETWORK | |||||||
| PO BOX 6594 | SANTA BARBARA | CA | 93160 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| SANTA BARBARA ZOOLOGICAL GARDENS | |||||||
| 500 NIOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | PLATINUM SPONSORSHIP AT ZOOFARI BALL | $10,000 |
| SAINT VINCENT'S INSTITUTION | |||||||
| 4200 CALLE REAL | SANTA BARBARA | CA | 93110 | NONE | PC | EARLY CHILDHOOD EDUCATION CENTER NUTRITION PROGRAM | $20,000 |
| SALVATION ARMY SANTA BARBARA CORPS | |||||||
| 4849 HOLISTER AVE | SANTA BARBARA | CA | 93111 | NONE | PC | SANTA BARBARA CORPS | $30,000 |
| SALVATION ARMY OXNARDPORT HUENEME | |||||||
| 180 E OCEAN BLVD STE 500 | LONG BEACH | CA | 90802 | NONE | PC | OXNARD / PORT HUENEME CORPS & CLINIC | $30,000 |
| SANTA BARBARA FIREFIGHTERS ALLIANCE | |||||||
| PO BOX 3776 | SANTA BARBARA | CA | 93130 | NONE | PC | ARSON DOG VEHICLE - EQUIPMENT | $20,000 |
| SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA ST 200 | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $10,095 |
| SANTA MARIA PHILHARMONIC SOCIETY | |||||||
| PO BOX 375 | SANTA MARIA | CA | 93456 | NONE | PC | YOUTH OUTREACH PROGRAMS | $15,000 |
| SANTA MARIA POLICE COUNCIL | |||||||
| PO BOX 7448 | SANTA MARIA | CA | 93456 | NONE | PC | ARMOR RESCUE VEHICLE | $135,000 |
| SANTA MARIA VALLEY DISCOVERY MUSEUM | |||||||
| 705 S MCCLELLAND | SANTA MARIA | CA | 93454 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| SANTA MARIA VALLEY HUMANE SOCIETY | |||||||
| 751 BLACK ROAD | SANTA MARIA | CA | 93458 | NONE | PC | LOW COST SPAY NEUTER CLINIC | $30,000 |
| SANTA MARIA VALLEY YMCA | |||||||
| 3400 SKYWAY DR | SANTA YNEZ | CA | 93455 | NONE | PC | SMV YMCA TILE AND SAFETY CAPITAL GRANT | $60,000 |
| SANTA PAULA ART MUSEUM | |||||||
| 117 NORTH 10TH STREET | SANTA PAULA | CA | 93004 | NONE | PC | MUSEUM EDUCATOR, ONLINE CONSULTANT AND TRANSPORTATION | $15,000 |
| SANTA YNEZ VALLEY CHORALE | |||||||
| PO BOX 1902 | SANTA YNEZ | CA | 93460 | NONE | PC | SYV MASTER CHORALE, YOUTH CHORALE & ORCHESTRA | $12,000 |
| SANTA YNEZ VALLEY COTTAGE HOSPITAL FOUNDATION | |||||||
| 2050 VIBORG ROAD | SOLVANG | CA | 93463 | NONE | PC | HVAC REPLACEMENT PROJECT | $250,000 |
| SANTA YNEZ VALLEY HISTORICAL MUSEUM | |||||||
| 3596 SAGUNTO STREET | SANTA YNEZ | CA | 93460 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| SANTA YNEZ VALLEY HUMANE SOCIETY | |||||||
| PO BOX 335 | SANTA YNEZ | CA | 93427 | NONE | PC | CRITICAL SERVICES FOR COMPANION ANIMALS | $30,000 |
| SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE | |||||||
| PO BOX 1478 | SOLVANG | CA | 93464 | NONE | PC | COMMUNITY HEALTH ACCESS RESOURCE TEAM | $40,000 |
| SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL | |||||||
| 1745 MISSION DRIVE | SOLVANG | CA | 93463 | NONE | PC | SENIOR NUTRITION AND WELLNESS PROGRAM | $20,000 |
| SANTA YNEZ VALLEY THERAPEUTIC RIDING PROGRAM | |||||||
| PO BOX 256 | SOLVANG | CA | 93464 | NONE | PC | STUDENT SCHOLARSHIPS | $45,000 |
| SANTA YNEZ VALLEY YOUTH RUGBY | |||||||
| 250 VALLEY STATION CIRCLE | BUELLTON | CA | 93427 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| SANTA BARBARA CULTURAL DEVELOPMENT FOUNDATION (ARTS FOR HUMANITY) | |||||||
| 819 W PEDREGOSA ST | SANTA BARBARA | CA | 93101 | NONE | PC | COMMUNITY ARTS MENTORSHIP PROGRAM (CAM) | $15,000 |
| SENIOR CONCERNS | |||||||
| 401 HODENCAMP ROAD | THOUSAND OAKS | CA | 91360 | NONE | PC | SENIOR CONCERNS' ADULT DAY PROGRAM AND CAREGIVER SUPPORT CENTER | $15,000 |
| SIMI VALLEY YMCA | |||||||
| 100 E THOUSAND OAKS SUITE 295 | THOUSAND OAKS | CA | 91360 | NONE | PC | REPAIR AND REPLACEMENT AND PROGRAM SUPPORT | $25,000 |
| SOLVANG FRIENDSHIP HOUSE | |||||||
| PO BOX 486 | SOLVANG | CA | 93463 | NONE | PC | OPERATING SUPPORT | $65,000 |
| SOLVANG LUTHERAN HOME | |||||||
| 636 ATTERDAG ROAD | SOLVANG | CA | 93463 | NONE | PC | ATTERDAG MEMORY AND SPECIAL CARE FACILITY | $100,000 |
| SOLVANG THEATERFEST | |||||||
| PO BOX 917 | SOLVANG | CA | 93464 | NONE | PC | MAINTENANCE AND OPERATING SUPPORT | $15,000 |
| SPECIAL OLYMPICS SOUTHERN CALIFORNIA | |||||||
| 423 W VICTORIA | SANTA BARBARA | CA | 93101 | NONE | PC | PROGRAM SUPPORT (SB COUNTY) | $20,000 |
| STORYTELLER CHILDREN'S CENTER | |||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | EARLY CHILDHOOD EDUCATION PROGRAMS | $100,000 |
| STUART GILDRED FAMILY YMCA SANTA YNEZ | |||||||
| 900 N REFUGIO RD | SANTA YNEZ | CA | 93460 | NONE | PC | YMCA OPEN DOORS PROGRAM | $25,000 |
| STUDENTS FOR ECO EDUCATION & AGRICULTURE | |||||||
| 257 NORTH ALVARADO STREET | OJAI | CA | 93023 | NONE | PC | OPERATING SUPPORT | $200,000 |
| SURGICAL EYE EXPEDITIONS (SEE INTERNATIONAL) | |||||||
| 5638 HOLLISTER AVENUE SUITE 210 | SANTA BARBARA | CA | 93117 | NONE | PC | SANTA BARBARA VISION CARE PROGRAM | $20,000 |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 2320 BATH STREET SUITE 107 | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| TEEN CHALLENGE OF SOUTHERN CALIFORNIA | |||||||
| 5445 CHICAGO AVE | RIVERSIDE | CA | 92507 | NONE | PC | TRI-COUNTY TEEN CHALLENGE ROAD RENOVATION | $20,000 |
| THE FIRST TEE CENTRAL COAST | |||||||
| PO BOX 6261 | SANTA BARBARA | CA | 93160 | NONE | PC | GENERAL OPERATING EXPENSES | $20,000 |
| THE RONALD REAGAN PRESIDENTIAL FOUNDATION | |||||||
| 40 PRESIDENTIAL DRIVE SUITE 200 | SIMI VALLEY | CA | 93065 | NONE | PC | THE REAGAN FOUNDATION FOUNDATION SPEAKER SERIES | $50,000 |
| THE SAMARITAN CENTER | |||||||
| 280 ROYAL AVE | SIMI VALLEY | CA | 93094 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THRIVE SANTA BARBARA COUNTY | |||||||
| 1530 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | THRIVE SANTA BARBARA COUNTY | $600,000 |
| TRANSITION HOUSE | |||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | FAMILY HOMELESS SHELTER | $50,000 |
| TRIUNFO YMCA (SOUTHEAST VENTURA BRANCH) | |||||||
| 101 E THOUSAND OAKS SUITE 295 | THOUSAND OAKS | CA | 91361 | NONE | PC | YOUTH & GOVERNMENT PROGRAM SUPPORT | $25,000 |
| TURNING POINT FOUNDATION | |||||||
| P O BOX 24397 | VENTURA | CA | 93002 | NONE | PC | HOMELESS MENTALLY ILL CONTINUUM OF CARE | $30,000 |
| UCPWORK INC | |||||||
| 5464 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | NONE | PC | NGF PROGRAMS SUPPORT | $10,000 |
| UNITED BOYS & GIRLS CLUBS OF SANTA BARBARA COUNTY INC | |||||||
| 1124 CASTILLO ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATIONAL SUPPORT | $100,000 |
| UNITED WAY OF SANTA BARBARA | |||||||
| 320 EAST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | OPERATING SUPPORT | $42,500 |
| UNITY SHOPPE INC | |||||||
| 110 WEST SOLA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | PROGRAM SUPPORT | $313,000 |
| VALLEY HAVEN SENIOR DAY CARE | |||||||
| 502 N THIRD ST | LOMPOC | CA | 93436 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| VENTURA COUNTY COMMUNITY FOUNDATION | |||||||
| 4001 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | NONE | PC | VCCF CENTER FOR NONPROFIT LEADERSHIP | $25,000 |
| VENTURA COUNTY MARITIME MUSEUM | |||||||
| 3900 BLUEFIN CIRCLE | OXNARD | CA | 93035 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| VENTURA FAMILY YMCA | |||||||
| 106 E CARRILLO STREET | SANTA BARBARA | CA | 93102 | NONE | PC | OUTDOOR SPORTS COURT | $25,000 |
| 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 AVE | SANTA BARBARA | CA | 93111 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| VISITING NURSE & HOSPICE CARE OF SANTA BARBARA | |||||||
| 509 EAST MONTECITO STREET SUITE 200 | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $110,000 |
| WHEELS AND WINDMILLS | |||||||
| 483 DAIRY WAY | BUELLTON | CA | 93427 | NONE | PC | CAR SHOW | $13,800 |
| WILDERNESS YOUTH PROJECT | |||||||
| 5386 HOLLISTER STE D | SANTA BARBARA | CA | 93111 | NONE | PC | PROGRAM SUPPORT | $40,000 |
| WILDING ART MUSEUM | |||||||
| 1511 B MISSION DRIVE | SOLVANG | CA | 93463 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| WOMEN'S ECONOMIC VENTURES OF SB | |||||||
| 333 S SALINAS ST | SANTA BARBARA | CA | 93103 | NONE | PC | MICRO BUSINESS DEVELOPMENT PROGRAMS - SANTA BARBARA COUNTY | $10,000 |
| WOOD-GLEN HALL | |||||||
| 3010 FOOTHILL ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | CAPITAL PROJECTS | $115,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | TIME FOR CHOOSING | $750,000 |
| YOUTH AND FAMILY SERVICES YMCA | |||||||
| 105 E CARRILLO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,801,196 | 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 | $74 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,637,943 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $15,237,175 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$139,226 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,735,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,735,966 | 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 | $335,390 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $27,140 | Amt |
| Net Investment Income | $13,570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,570 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (270 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 | $570 | 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 | |
| DICTATION MACHINE | 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 | |
| HP COPIER | 2006-02-10 | $7,759 | $7,759 | 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 | $738 | SL | 7.000000000000 | $124 | $0 | |
| TREES | 2008-03-17 | $2,539 | $1,014 | 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 | $2,445 | SL | 7.000000000000 | $481 | $0 | |
| LASERJET PRINTER | 2009-04-16 | $700 | $688 | SL | 5.000000000000 | $12 | $0 | |
| AIR PURIFIER W/FLTRS BARN | 2009-07-30 | $1,522 | $1,419 | SL | 5.000000000000 | $103 | $0 | |
| AIR PURIFIER W/FLTRS OFC | 2009-07-30 | $1,963 | $1,834 | SL | 5.000000000000 | $129 | $0 | |
| XM RADIO CONFERENCE RM | 2009-07-30 | $484 | $453 | SL | 5.000000000000 | $31 | $0 | |
| HONDA GENERATOR | 2009-09-15 | $2,086 | $1,911 | SL | 5.000000000000 | $175 | $0 | |
| APPLE LAPTOP COMPUTER | 2009-12-22 | $4,200 | $3,570 | SL | 5.000000000000 | $630 | $0 | |
| DESK W/SHELVING CREDENZAS | 2009-12-01 | $8,500 | $5,261 | SL | 7.000000000000 | $1,214 | $0 | |
| SHELVING FOR OFFICE | 2010-03-29 | $11,451 | $6,544 | 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 | $0 | $0 | 0.000000000000 | |||
| BUILDINGS - TAYLOR RANCH | 1994-01-01 | $288,217 | $212,234 | SL | 27.500000000000 | $10,481 | $10,481 | |
| FENCING | 2001-03-30 | $4,660 | $2,197 | SL | 27.500000000000 | $169 | $169 | |
| IMPROVEMENTS TO RED MTN | 2005-07-15 | $8,977 | $2,853 | SL | 27.500000000000 | $326 | $326 | |
| FENCING | 2007-06-25 | $10,640 | $2,612 | SL | 27.500000000000 | $387 | $387 | |
| WATERFALL/FOUNTAIN | 2007-11-12 | $519 | $224 | SL | 15.000000000000 | $35 | $35 | |
| FENCING & GATE | 2007-11-21 | $1,352 | $310 | SL | 27.500000000000 | $49 | $49 | |
| TAYLOR RANCH ROAD | 2008-03-05 | $54,971 | $12,161 | SL | 27.500000000000 | $1,999 | $1,999 | |
| IMPROVEMENTS | 2008-03-17 | $8,473 | $1,848 | SL | 27.500000000000 | $308 | $308 | |
| WATER WELLS | 2007-12-31 | $705,927 | $113,131 | SL | 39.000000000000 | $18,101 | $18,101 | |
| IMPROVEMENTS | 2008-03-17 | $71,588 | $15,618 | SL | 27.500000000000 | $2,603 | $2,603 | |
| LAND IMPROVEMENTS | 2008-06-30 | $241,475 | $92,564 | SL | 15.000000000000 | $16,098 | $16,098 | |
| LAND IMPROVEMENTS | 2008-09-30 | $73,136 | $26,818 | SL | 15.000000000000 | $4,876 | $4,876 | |
| LAND IMPROVEMENTS | 2008-12-31 | $194,107 | $67,935 | SL | 15.000000000000 | $12,940 | $12,940 | |
| LAND IMPROVEMENTS | 2009-03-31 | $104,403 | $34,800 | SL | 15.000000000000 | $6,960 | $6,960 | |
| ROOF | 2008-07-15 | $21,165 | $4,427 | SL | 27.500000000000 | $770 | $770 | |
| WATER WELLS | 2010-03-31 | $268,770 | $27,568 | SL | 39.000000000000 | $6,892 | $6,892 | |
| LAND - MAIN HOUSE | 1993-08-01 | $350,000 | $0 | $0 | 0.000000000000 | |||
| BUILDING - MAIN HOUSE | 1993-08-01 | $475,000 | $357,047 | SL | 27.500000000000 | $17,273 | $17,273 | |
| BUILT-IN MICROWAVE | 1996-01-03 | $453 | $292 | SL | 27.500000000000 | $16 | $16 | |
| HARDWOOD FLOORS | 1999-04-16 | $2,900 | $1,567 | SL | 27.500000000000 | $105 | $105 | |
| DRAPERY | 1999-03-01 | $1,956 | $1,065 | SL | 27.500000000000 | $71 | $71 | |
| FURNACE | 2004-03-26 | $1,864 | $680 | SL | 27.500000000000 | $68 | $68 | |
| HOUSE RENOVATION | 2004-10-13 | $170,010 | $58,729 | 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 | $429 | 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 | $152 | SL | 27.500000000000 | $22 | $22 | |
| IMPROVEMENTS | 2007-10-12 | $6,880 | $1,625 | SL | 27.500000000000 | $250 | $250 | |
| ROOF AND RAFTERS | 2007-12-12 | $35,778 | $8,240 | SL | 27.500000000000 | $1,301 | $1,301 | |
| AWNINGS | 2007-09-21 | $2,077 | $1,930 | SL | 7.000000000000 | $147 | $147 | |
| AWNINGS | 2008-05-12 | $1,643 | $1,390 | SL | 7.000000000000 | $0 | $0 | |
| LAND - MUSIC STUDIO | 1993-08-01 | $275,000 | $0 | $0 | 0.000000000000 | |||
| BUILDING - MUSIC STUDIO | 1993-08-01 | $275,000 | $206,667 | SL | 27.500000000000 | $10,000 | $10,000 | |
| IMPROVEMENTS | 1993-12-01 | $65,537 | $48,454 | SL | 27.500000000000 | $2,383 | $2,383 | |
| WATER SOFTENER | 1994-09-14 | $850 | $398 | 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 | $333 | SL | 27.500000000000 | $46 | $46 | |
| IMPROVEMENTS | 2007-05-09 | $600 | $133 | SL | 27.500000000000 | $22 | $22 | |
| WINDOWS | 2008-02-02 | $26,289 | $5,895 | SL | 27.500000000000 | $956 | $956 | |
| IMPROVEMENTS | 2008-03-14 | $12,426 | $2,750 | SL | 27.500000000000 | $452 | $452 | |
| GATE | 2007-12-03 | $4,155 | $956 | SL | 27.500000000000 | $151 | $151 | |
| IMPROVEMENTS | 2009-02-15 | $200,621 | $37,691 | SL | 27.500000000000 | $7,295 | $7,295 | |
| IMPROVEMENTS - LAND | 2009-02-15 | $69,292 | $23,865 | SL | 15.000000000000 | $4,619 | $4,619 | |
| FURNITURE | 2008-04-09 | $1,473 | $1,260 | SL | 7.000000000000 | $210 | $210 | |
| FURNITURE | 2008-05-12 | $539 | $456 | SL | 7.000000000000 | $77 | $77 | |
| FURNITURE | 2008-10-20 | $1,036 | $802 | SL | 7.000000000000 | $148 | $148 | |
| FURNITURE | 2009-02-10 | $2,157 | $1,591 | SL | 7.000000000000 | $308 | $308 | |
| FURNITURE | 2009-02-10 | $894 | $661 | SL | 7.000000000000 | $128 | $128 | |
| FURNITURE | 2009-02-10 | $534 | $393 | SL | 7.000000000000 | $76 | $76 | |
| FURNITURE | 2009-03-10 | $2,901 | $2,105 | SL | 7.000000000000 | $414 | $414 | |
| FURNITURE | 2009-03-10 | $1,985 | $1,444 | SL | 7.000000000000 | $284 | $284 | |
| IMPROVEMENTS - LANDSCAPING | 2009-08-31 | $50,303 | $15,372 | SL | 15.000000000000 | $3,354 | $3,354 | |
| LAND - HOUSE/OFFICE/LOT | 1996-01-01 | $275,000 | $0 | $0 | 0.000000000000 | |||
| OFFICE - HOUSE/OFFICE/LOT | 1996-01-01 | $45,600 | $21,334 | 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 | $10,048 | SL | 27.500000000000 | $689 | $689 | |
| LEASEHOLD IMPROVEMENTS | 2000-09-01 | $10,184 | $5,026 | SL | 27.500000000000 | $370 | $370 | |
| LEASEHOLD IMPROVEMENTS | 2001-09-01 | $41,751 | $19,102 | 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 | $51,757 | SL | 27.500000000000 | $5,698 | $5,698 | |
| CONSTRUCTION IN PROGRESS | 2004-03-31 | $454,814 | $150,229 | 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 | $3,476 | SL | 15.000000000000 | $409 | $409 | |
| ROSE GARDEN | 2006-02-09 | $7,168 | $3,904 | 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 | $7,890 | SL | 27.500000000000 | $1,018 | $1,018 | |
| STORAGE UNIT IN BACK | 2007-01-29 | $71,808 | $18,712 | SL | 27.500000000000 | $2,611 | $2,611 | |
| STORAGE UNIT | 2007-04-13 | $21,853 | $5,565 | SL | 27.500000000000 | $795 | $795 | |
| IMPROVEMENTS | 2007-05-21 | $12,150 | $3,020 | SL | 27.500000000000 | $442 | $442 | |
| IMPROVEMENTS | 2007-08-13 | $2,918 | $707 | SL | 27.500000000000 | $106 | $106 | |
| VARIOUS OFFICE PRODUCTS | 2007-08-17 | $12,575 | $11,824 | SL | 7.000000000000 | $751 | $751 | |
| LAND - STABLES/LOT | 1996-01-01 | $290,000 | $0 | $0 | 0.000000000000 | |||
| STABLES - STABLES/LOT | 1996-01-01 | $10,000 | $6,643 | SL | 27.500000000000 | $364 | $364 | |
| CAR PORT | 1996-12-01 | $2,919 | $1,837 | SL | 27.500000000000 | $106 | $106 | |
| MOTION SEC LIGHTS & LABOR | 1997-04-03 | $801 | $493 | SL | 27.500000000000 | $29 | $29 | |
| SHELVES/SHOP | 1997-04-03 | $354 | $221 | SL | 27.500000000000 | $13 | $13 | |
| CONCRETE SLAB | 1997-04-03 | $860 | $527 | SL | 27.500000000000 | $31 | $31 | |
| CONCRETE SLAB | 1998-12-18 | $4,088 | $2,272 | SL | 27.500000000000 | $149 | $149 | |
| CEMENT WALL | 1999-08-19 | $764 | $408 | SL | 27.500000000000 | $28 | $28 | |
| ROOF | 2004-05-11 | $15,560 | $5,613 | SL | 27.500000000000 | $566 | $566 | |
| NEW BARN ADDITION | 2005-12-31 | $63,980 | $19,198 | SL | 27.500000000000 | $2,327 | $2,327 | |
| ADD NEW BARN ADDITION | 2007-02-28 | $131,673 | $33,915 | SL | 27.500000000000 | $4,788 | $4,788 | |
| IMPROVEMENTS | 2007-05-09 | $4,903 | $1,231 | SL | 27.500000000000 | $178 | $178 | |
| CARPORT LIGHTS & MONITOR | 2007-05-22 | $1,592 | $396 | SL | 27.500000000000 | $58 | $58 | |
| IMPROVEMENTS - CANYON | 2007-08-31 | $17,068 | $4,088 | SL | 27.500000000000 | $621 | $621 | |
| IMPROVEMENTS | 2007-10-12 | $1,524 | $358 | SL | 27.500000000000 | $55 | $55 | |
| BUILDING | 2010-03-31 | $46,538 | $6,768 | SL | 27.500000000000 | $1,692 | $1,692 | |
| VACANT LOT | 1994-01-01 | $300,000 | SL | $0 | $0 | 0.000000000000 | ||
| VACANT LOT | 1996-01-01 | $300,000 | SL | $0 | $0 | 0.000000000000 | ||
| FENCE | 1997-09-15 | $2,995 | $1,808 | SL | 27.500000000000 | $109 | $109 | |
| HOUSE - LCL RENTAL | 1996-09-19 | $144,400 | $92,330 | 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 | $12,312 | 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 | $516 | 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 | $880 | SL | 27.500000000000 | $91 | $91 | |
| NEW WIRING | 2006-02-10 | $1,156 | $343 | SL | 27.500000000000 | $42 | $42 | |
| NEW TILE | 2005-11-09 | $5,866 | $1,793 | SL | 27.500000000000 | $213 | $213 | |
| LIGHTS | 2006-12-15 | $2,323 | $616 | SL | 27.500000000000 | $84 | $84 | |
| CROWN MOLDING | 2007-01-10 | $1,052 | $276 | SL | 27.500000000000 | $38 | $38 | |
| ELECTRICAL BOX AND WIRING | 2007-04-06 | $2,141 | $546 | SL | 27.500000000000 | $78 | $78 | |
| IMPROVEMENTS | 2007-07-13 | $635 | $155 | SL | 27.500000000000 | $23 | $23 | |
| OUTDOOR ELECTRICAL PANEL | 2007-09-21 | $3,883 | $917 | SL | 27.500000000000 | $141 | $141 | |
| WASHER AND DRYER | 2007-12-12 | $3,726 | $3,369 | SL | 7.000000000000 | $357 | $357 | |
| IMPROVEMENTS | 2008-09-30 | $293,820 | $58,762 | SL | 27.500000000000 | $10,684 | $10,684 | |
| IMPROVEMENTS | 2008-12-31 | $222,218 | $42,425 | SL | 27.500000000000 | $8,081 | $8,081 | |
| IMPROVEMENTS | 2009-03-31 | $17,177 | $3,125 | SL | 27.500000000000 | $625 | $625 | |
| LCL REMODEL | 2010-03-31 | $12,250 | $1,780 | SL | 27.500000000000 | $445 | $445 | |
| MINERAL RIGHTS AERA - DEPLETION | 2004-10-01 | $18,985,648 | $14,197,773 | SL | $0 | $0 | 0.000000000000 | |
| LAND - WELTY PROPERTY | 2011-03-31 | $4,503,679 | L | $0 | $0 | |||
| IMPROVEMENTS '10 | 2010-12-27 | $37,660 | $4,449 | SL | 27.500000000000 | $1,369 | $1,369 | |
| DRAPERIES | 2011-03-01 | $17,773 | $7,829 | SL | 7.000000000000 | $2,539 | $2,539 | |
| IMPROVEMENTS '10 | 2010-07-01 | $11,531 | $1,571 | SL | 27.500000000000 | $419 | $419 | |
| FURNITURE | 2010-07-01 | $3,445 | $1,845 | SL | 7.000000000000 | $492 | $492 | |
| SECURITY SYSTEM | 2011-03-01 | $1,646 | $725 | SL | 7.000000000000 | $235 | $235 | |
| WOOD FLOORING FOR OFFICE | 2014-12-05 | $29,147 | SL | 27.500000000000 | $353 | $353 | ||
| SECURITY SYSTEM | 2011-03-01 | $549 | $241 | SL | 7.000000000000 | $78 | $78 | |
| NEW STORAGE SHED | 2014-10-13 | $90,310 | SL | 27.500000000000 | $1,642 | $1,642 | ||
| HP PRINTER | 2010-07-12 | $647 | $484 | SL | 5.000000000000 | $129 | $0 | |
| LEAF BLOWER | 2010-12-01 | $533 | $357 | SL | 5.000000000000 | $107 | $0 | |
| HP COMPUTER | 2010-12-01 | $807 | $537 | SL | 5.000000000000 | $161 | $0 | |
| CONFERENCE ROOM FURNITURE | 2010-07-01 | $4,307 | $2,306 | SL | 7.000000000000 | $615 | $0 | |
| FURNISHINGS | 2011-02-01 | $2,232 | $1,010 | SL | 7.000000000000 | $0 | $0 | |
| OFFICE FURNISHINGS | 2011-02-09 | $4,261 | $1,928 | SL | 7.000000000000 | $609 | $0 | |
| WATER WELLS #4 | 2011-03-31 | $111,533 | $22,308 | SL | 15.000000000000 | $7,436 | $7,436 | |
| REVERSE OSMOSIS SYSTEM | 2011-03-31 | $298,606 | $127,974 | SL | 7.000000000000 | $42,658 | $42,658 | |
| CHEVROLET SILVERADO | 2011-02-25 | $46,997 | $28,980 | SL | 5.000000000000 | $9,399 | $0 | |
| TEX TRAILER | 2010-09-14 | $2,153 | $1,544 | SL | 5.000000000000 | $431 | $0 | |
| VACUUM CLEANER | 2011-05-05 | $3,552 | $2,071 | SL | 5.000000000000 | $710 | $0 | |
| PROJECTOR | 2011-05-05 | $640 | $373 | SL | 5.000000000000 | $128 | $0 | |
| SONY COMPUTER | 2011-06-03 | $7,382 | $4,182 | SL | 5.000000000000 | $1,476 | $0 | |
| SONY COMPUTER | 2011-06-03 | $7,382 | $4,182 | SL | 5.000000000000 | $1,476 | $0 | |
| IMPROVEMENTS '10 | 2010-03-31 | $286,334 | $41,648 | SL | 27.500000000000 | $10,412 | $10,412 | |
| IMPROVEMENTS '10 | 2010-03-31 | $205,383 | $29,872 | SL | 27.500000000000 | $7,468 | $7,468 | |
| SONY COMPUTER | 2011-06-03 | $6,026 | $3,414 | SL | 5.000000000000 | $1,205 | $0 | |
| SONY COMPUTER | 2011-07-07 | $5,278 | $2,904 | SL | 5.000000000000 | $1,056 | $0 | |
| HEDGE TRIMMER | 2011-10-27 | $640 | $309 | SL | 5.000000000000 | $128 | $0 | |
| OFFICE CHAIRS | 2011-11-15 | $1,752 | $846 | SL | 5.000000000000 | $350 | $0 | |
| SONY NOTEBOOK | 2011-11-23 | $1,800 | $840 | SL | 5.000000000000 | $360 | $0 | |
| SONY COMPUTER | 2011-07-07 | $8,712 | $4,791 | SL | 5.000000000000 | $1,742 | $0 | |
| LIFT GATE/2011 CHEVY SILVERADO | 2011-04-13 | $4,671 | $2,802 | SL | 5.000000000000 | $934 | $0 | |
| FURNISHINGS - CONFERENCE ROOM | 2011-05-05 | $9,148 | $5,337 | SL | 5.000000000000 | $1,830 | $0 | |
| OFFICE CHAIRS - CONFERENCE ROOM | 2011-08-09 | $3,504 | $1,869 | SL | 5.000000000000 | $701 | $0 | |
| FURNISHINGS - CONFERENCE ROOM | 2011-11-01 | $26,649 | $12,881 | SL | 5.000000000000 | $5,330 | $0 | |
| FURNISHINGS | 2011-08-10 | $51,593 | $27,517 | SL | 5.000000000000 | $10,319 | $10,319 | |
| IMPROVEMENTS | 2011-10-26 | $61,490 | $5,404 | SL | 27.500000000000 | $2,236 | $2,236 | |
| WATER WELLS | 2012-03-31 | $326,302 | $43,506 | SL | 15.000000000000 | $21,753 | $21,753 | |
| SECURITY CAMERA | 2012-03-09 | $962 | $400 | SL | 5.000000000000 | $192 | $0 | |
| REVERSE OSMOSIS SYSTEM | 2012-01-17 | $123,149 | $38,118 | SL | 7.000000000000 | $17,593 | $17,593 | |
| FURNISHINGS | 2011-06-05 | $2,379 | $963 | SL | 7.000000000000 | $340 | $340 | |
| FURNISHINGS | 2011-11-01 | $8,571 | $2,958 | SL | 7.000000000000 | $1,224 | $1,224 | |
| STORAGE BUILDING | 2010-11-23 | $3,397 | $372 | SL | 27.500000000000 | $124 | $124 | |
| LAND IMPROVEMENTS | 2011-06-30 | $194,829 | $35,719 | SL | 15.000000000000 | $12,989 | $12,989 | |
| FURNISHINGS | 2013-01-25 | $9,476 | $2,211 | SL | 5.000000000000 | $1,895 | $1,895 | |
| IMPROVEMENTS | 2012-07-17 | $17,072 | $1,035 | SL | 27.500000000000 | $621 | $621 | |
| DEHUMIDIFIER | 2013-01-25 | $1,669 | $278 | SL | 7.000000000000 | $238 | $238 | |
| FURNISHINGS | 2013-01-25 | $28,954 | $4,825 | SL | 7.000000000000 | $4,136 | $4,136 | |
| PICTURE FRAMES | 2013-03-31 | $8,000 | $1,143 | SL | 7.000000000000 | $1,143 | $1,143 | |
| STORAGE BUILDING | 2012-10-01 | $10,300 | $562 | SL | 27.500000000000 | $375 | $375 | |
| CAMERA | 2012-06-28 | $7,346 | $2,571 | SL | 5.000000000000 | $1,469 | $0 | |
| TABLE SAW | 2012-07-17 | $2,722 | $907 | SL | 5.000000000000 | $544 | $0 | |
| 2 COMPUTERS | 2012-07-31 | $4,148 | $1,383 | SL | 5.000000000000 | $830 | $0 | |
| WELDING MACHINE | 2012-09-13 | $4,478 | $1,418 | SL | 5.000000000000 | $896 | $0 | |
| FILE CABINET | 2012-07-17 | $1,005 | $240 | SL | 7.000000000000 | $144 | $0 | |
| TABLES - OFFICE | 2012-10-25 | $11,637 | $2,355 | SL | 7.000000000000 | $1,662 | $0 | |
| FURNITURE | 2012-11-27 | $15,952 | $3,039 | SL | 7.000000000000 | $2,279 | $0 | |
| FURNITURE | 2013-01-25 | $10,759 | $1,793 | SL | 7.000000000000 | $1,537 | $0 | |
| PICTURE FRAMES | 2013-03-31 | $8,000 | $1,143 | SL | 7.000000000000 | $1,143 | $0 | |
| WATER WELLS | 2013-03-27 | $458,685 | $30,579 | SL | 15.000000000000 | $30,579 | $30,579 | |
| REVERSE OSMOSIS SYSTEM IMPROVEMENT | 2013-01-17 | $4,204 | $701 | SL | 7.000000000000 | $601 | $601 | |
| IMPROVEMENTS | 2013-03-21 | $1,260 | $46 | SL | 27.500000000000 | $46 | $46 | |
| WATER WELLS | 2013-03-31 | $115,035 | $7,669 | SL | 15.000000000000 | $7,669 | $7,669 | |
| IMRPOVEMENTS - PALM TREES | 2013-12-13 | $9,586 | $116 | SL | 27.500000000000 | $349 | $349 | |
| BACKPACK SPRAYERS | 2013-08-06 | $23,762 | $3,168 | SL | 5.000000000000 | $4,752 | $4,752 | |
| WATER WELLS | 2014-03-31 | $285,236 | SL | 15.000000000000 | $19,016 | $19,016 | ||
| REVERSE OSMOSIS SYSTEM | 2014-03-31 | $427,309 | SL | 7.000000000000 | $61,044 | $61,044 | ||
| PLUMBING ADOBE | 2015-01-17 | $6,955 | SL | 15.000000000000 | $77 | $77 | ||
| IMPROVEMENTS - LANDSCAPING | 2014-03-17 | $1,923 | SL | 15.000000000000 | $128 | $128 | ||
| FURNISHINGS | 2013-05-16 | $14,542 | $1,731 | SL | 7.000000000000 | $2,077 | $2,077 | |
| FURNISHINGS | 2013-05-16 | $11,410 | $1,358 | SL | 7.000000000000 | $1,630 | $1,630 | |
| FURNISHINGS | 2013-05-30 | $3,931 | $468 | SL | 7.000000000000 | $562 | $562 | |
| FURNISHINGS | 2013-05-30 | $975 | $116 | SL | 7.000000000000 | $139 | $139 | |
| IMPROVEMENTS - LANDSCAPING | 2014-07-29 | $34,322 | SL | 15.000000000000 | $1,525 | $1,525 | ||
| DISCOVERY COMPUTER | 2013-12-16 | $4,116 | $206 | SL | 5.000000000000 | $823 | $0 | |
| APPLE COMPUTER | 2014-03-26 | $3,784 | SL | 5.000000000000 | $757 | $0 | ||
| PICTURE FRAMES | 2013-06-10 | $4,536 | $540 | SL | 7.000000000000 | $648 | $0 | |
| PICTURE FRAMES | 2013-09-10 | $2,406 | $201 | SL | 7.000000000000 | $344 | $0 | |
| TABLES & CABINETS - OFFICE | 2013-05-30 | $6,048 | $720 | SL | 7.000000000000 | $864 | $0 | |
| OFFICE CHAIRS - OFFICE | 2013-07-16 | $3,689 | $351 | SL | 7.000000000000 | $527 | $0 | |
| OFFICE CHAIRS - OFFICE | 2013-08-13 | $3,328 | $317 | SL | 7.000000000000 | $475 | $0 | |
| FILTRATION EQUIPMENT | 2013-09-10 | $714 | $83 | SL | 5.000000000000 | $143 | $0 | |
| CONFERENCE TABLE ADOBE | 2015-03-12 | $1,944 | SL | 5.000000000000 | $32 | $32 | ||
| IMPROVEMENTS | 2014-07-29 | $160,913 | SL | 27.500000000000 | $3,901 | $3,901 | ||
| IMPROVEMENTS | 2014-10-08 | $64,684 | SL | 27.500000000000 | $1,176 | $1,176 | ||
| CONVENTION OVEN | 2014-12-05 | $5,456 | SL | 7.000000000000 | $260 | $260 | ||
| GARAGE DOOR | 2015-02-27 | $3,248 | SL | 7.000000000000 | $39 | $39 | ||
| DISHWASHER | 2015-03-03 | $2,232 | SL | 7.000000000000 | $27 | $27 | ||
| DRAPERIES & UPHOLESTRY | 2014-12-05 | $18,694 | SL | 7.000000000000 | $890 | $890 | ||
| HP COMPUTER | 2014-04-01 | $2,195 | SL | 5.000000000000 | $439 | $0 | ||
| SAMSUNG COMPUTER | 2014-04-17 | $2,185 | SL | 5.000000000000 | $401 | $0 | ||
| HP 500 PRINTER | 2014-04-30 | $1,000 | SL | 5.000000000000 | $183 | $0 | ||
| HP COPIER | 2014-10-02 | $6,210 | SL | 5.000000000000 | $621 | $0 | ||
| APPLE IPAD | 2014-10-27 | $1,006 | SL | 5.000000000000 | $84 | $0 | ||
| NIKON CAMERA EQUIPMENT | 2014-11-21 | $1,897 | SL | 5.000000000000 | $126 | $0 | ||
| APPLE TABLETS (2) | 2014-11-21 | $2,020 | SL | 5.000000000000 | $135 | $0 | ||
| APPLE IPAD | 2014-12-01 | $1,006 | SL | 5.000000000000 | $67 | $0 | ||
| APPLE IPAD | 2014-10-27 | $898 | SL | 5.000000000000 | $75 | $0 | ||
| IMPROVEMENTS | 2014-07-10 | $151,692 | SL | 27.500000000000 | $4,137 | $4,137 | ||
| MONITORING WATER WELLS (3) | 2014-10-31 | $297,326 | SL | 15.000000000000 | $8,259 | $8,259 | ||
| OFFICE FURNITURE SHELVING | 2014-09-02 | $6,602 | SL | 7.000000000000 | $550 | $0 | ||
| MOTOR/PUMP | 2012-03-31 | $24,101 | $3,214 | SL | 15.000000000000 | $1,205 | $1,205 | |
| REVERSE OSMOSIS EQUIPMENT | 2014-11-05 | $1,033,771 | SL | 7.000000000000 | $61,534 | $61,534 | ||
| WATER WELL | 2015-03-31 | $399,630 | SL | 39.000000000000 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, LINE 1(A)(4) | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION UTILIZES THE SERVICES OF CHARLES C. GRAY AND HIS AFFILIATED ROTH CAPITAL FOR FINACIAL ADVISORY AND ADMINISTRATIVE DUTIES; MR. GRYAY 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 | $62,435,415 | EOYBookValueAmt |
| EOYFMV | $61,880,875 | 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 | $36,868,730 | EOYBookValueAmt |
| EOYFMV | $55,432,251 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (175 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 | $222,715 | $65,502 |
| FENCING | $4,660 | $2,366 | $2,294 |
| IMPROVEMENTS TO RED MTN | $8,977 | $3,179 | $5,798 |
| FENCING | $10,640 | $2,999 | $7,641 |
| WATERFALL/FOUNTAIN | $519 | $259 | $260 |
| FENCING & GATE | $1,352 | $359 | $993 |
| TAYLOR RANCH ROAD | $54,971 | $14,160 | $40,811 |
| IMPROVEMENTS | $8,473 | $2,156 | $6,317 |
| WATER WELLS | $705,927 | $131,232 | $574,695 |
| IMPROVEMENTS | $71,588 | $18,221 | $53,367 |
| LAND IMPROVEMENTS | $241,475 | $108,662 | $132,813 |
| LAND IMPROVEMENTS | $73,136 | $31,694 | $41,442 |
| LAND IMPROVEMENTS | $194,107 | $80,875 | $113,232 |
| LAND IMPROVEMENTS | $104,403 | $41,760 | $62,643 |
| ROOF | $21,165 | $5,197 | $15,968 |
| WATER WELLS | $268,770 | $34,460 | $234,310 |
| LAND - MAIN HOUSE | $350,000 | $0 | $350,000 |
| BUILDING - MAIN HOUSE | $475,000 | $374,320 | $100,680 |
| BUILT-IN MICROWAVE | $453 | $308 | $145 |
| HARDWOOD FLOORS | $2,900 | $1,672 | $1,228 |
| DRAPERY | $1,956 | $1,136 | $820 |
| FURNACE | $1,864 | $748 | $1,116 |
| HOUSE RENOVATION | $170,010 | $64,911 | $105,099 |
| WATER HEATER | $685 | $685 | $0 |
| BATHROOM AND KITCHEN | $1,257 | $475 | $782 |
| AIR CONDITIONING | $1,323 | $1,323 | $0 |
| APPLIANCES | $5,125 | $5,125 | $0 |
| DISHWASHER | $1,121 | $1,121 | $0 |
| IMPROVEMENTS | $600 | $174 | $426 |
| IMPROVEMENTS | $6,880 | $1,875 | $5,005 |
| ROOF AND RAFTERS | $35,778 | $9,541 | $26,237 |
| AWNINGS | $2,077 | $2,077 | $0 |
| LAND - MUSIC STUDIO | $275,000 | $0 | $275,000 |
| BUILDING - MUSIC STUDIO | $275,000 | $216,667 | $58,333 |
| IMPROVEMENTS | $65,537 | $50,837 | $14,700 |
| WATER SOFTENER | $850 | $420 | $430 |
| 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 | $379 | $876 |
| IMPROVEMENTS | $600 | $155 | $445 |
| WINDOWS | $26,289 | $6,851 | $19,438 |
| IMPROVEMENTS | $12,426 | $3,202 | $9,224 |
| GATE | $4,155 | $1,107 | $3,048 |
| IMPROVEMENTS | $200,621 | $44,986 | $155,635 |
| IMPROVEMENTS - LAND | $69,292 | $28,484 | $40,808 |
| FURNITURE | $1,473 | $1,470 | $3 |
| FURNITURE | $539 | $533 | $6 |
| FURNITURE | $1,036 | $950 | $86 |
| FURNITURE | $2,157 | $1,899 | $258 |
| FURNITURE | $894 | $789 | $105 |
| FURNITURE | $534 | $469 | $65 |
| FURNITURE | $2,901 | $2,519 | $382 |
| FURNITURE | $1,985 | $1,728 | $257 |
| IMPROVEMENTS - LANDSCAPING | $50,303 | $18,726 | $31,577 |
| LAND - HOUSE/OFFICE/LOT | $275,000 | $0 | $275,000 |
| OFFICE - HOUSE/OFFICE/LOT | $45,600 | $22,503 | $23,097 |
| FLOURESCENT LIGHTS | $2,747 | $2,747 | $0 |
| LEASEHOLD IMPROVEMENTS | $18,947 | $10,737 | $8,210 |
| LEASEHOLD IMPROVEMENTS | $10,184 | $5,396 | $4,788 |
| LEASEHOLD IMPROVEMENTS | $41,751 | $20,620 | $21,131 |
| WATER HEATER | $521 | $521 | $0 |
| CONSTRUCTION IN PROGRESS | $156,692 | $57,455 | $99,237 |
| CONSTRUCTION IN PROGRESS | $454,814 | $166,768 | $288,046 |
| WATER SOFTENER | $1,175 | $1,175 | $0 |
| CAMERA | $1,925 | $1,925 | $0 |
| NEW GATE | $6,132 | $3,885 | $2,247 |
| ROSE GARDEN | $7,168 | $4,382 | $2,786 |
| MAIL BOXES | $1,387 | $1,387 | $0 |
| PARKING AREA | $28,003 | $8,908 | $19,095 |
| STORAGE UNIT IN BACK | $71,808 | $21,323 | $50,485 |
| STORAGE UNIT | $21,853 | $6,360 | $15,493 |
| IMPROVEMENTS | $12,150 | $3,462 | $8,688 |
| IMPROVEMENTS | $2,918 | $813 | $2,105 |
| VARIOUS OFFICE PRODUCTS | $12,575 | $12,575 | $0 |
| LAND - STABLES/LOT | $290,000 | $0 | $290,000 |
| STABLES - STABLES/LOT | $10,000 | $7,007 | $2,993 |
| CAR PORT | $2,919 | $1,943 | $976 |
| MOTION SEC LIGHTS & LABOR | $801 | $522 | $279 |
| SHELVES/SHOP | $354 | $234 | $120 |
| CONCRETE SLAB | $860 | $558 | $302 |
| CONCRETE SLAB | $4,088 | $2,421 | $1,667 |
| CEMENT WALL | $764 | $436 | $328 |
| ROOF | $15,560 | $6,179 | $9,381 |
| NEW BARN ADDITION | $63,980 | $21,525 | $42,455 |
| ADD NEW BARN ADDITION | $131,673 | $38,703 | $92,970 |
| IMPROVEMENTS | $4,903 | $1,409 | $3,494 |
| CARPORT LIGHTS & MONITOR | $1,592 | $454 | $1,138 |
| IMPROVEMENTS - CANYON | $17,068 | $4,709 | $12,359 |
| IMPROVEMENTS | $1,524 | $413 | $1,111 |
| BUILDING | $46,538 | $8,460 | $38,078 |
| VACANT LOT | $300,000 | $0 | $300,000 |
| VACANT LOT | $300,000 | $0 | $300,000 |
| FENCE | $2,995 | $1,917 | $1,078 |
| HOUSE - LCL RENTAL | $144,400 | $97,581 | $46,819 |
| REFRIGERATOR | $600 | $600 | $0 |
| REPAIRS, CLEANING, PAINT | $33,296 | $13,523 | $19,773 |
| DISHWASHER | $544 | $544 | $0 |
| OVEN STOVE TOP | $818 | $818 | $0 |
| WASHER - DRYER | $740 | $740 | $0 |
| BLINDS | $3,049 | $3,049 | $0 |
| POND | $718 | $564 | $154 |
| WATER SOFTENER | $2,575 | $2,575 | $0 |
| ELECTRICAL WORK | $1,000 | $1,000 | $0 |
| TIMBERMILL STORAGE BARN | $2,499 | $971 | $1,528 |
| NEW WIRING | $1,156 | $385 | $771 |
| NEW TILE | $5,866 | $2,006 | $3,860 |
| LIGHTS | $2,323 | $700 | $1,623 |
| CROWN MOLDING | $1,052 | $314 | $738 |
| ELECTRICAL BOX AND WIRING | $2,141 | $624 | $1,517 |
| IMPROVEMENTS | $635 | $178 | $457 |
| OUTDOOR ELECTRICAL PANEL | $3,883 | $1,058 | $2,825 |
| WASHER AND DRYER | $3,726 | $3,726 | $0 |
| IMPROVEMENTS | $293,820 | $69,446 | $224,374 |
| IMPROVEMENTS | $222,218 | $50,506 | $171,712 |
| IMPROVEMENTS | $17,177 | $3,750 | $13,427 |
| LCL REMODEL | $12,250 | $2,225 | $10,025 |
| LAND - WELTY PROPERTY | $4,503,679 | $0 | $4,503,679 |
| IMPROVEMENTS '10 | $37,660 | $5,818 | $31,842 |
| DRAPERIES | $17,773 | $10,368 | $7,405 |
| IMPROVEMENTS '10 | $11,531 | $1,990 | $9,541 |
| FURNITURE | $3,445 | $2,337 | $1,108 |
| SECURITY SYSTEM | $1,646 | $960 | $686 |
| WOOD FLOORING FOR OFFICE | $29,147 | $353 | $28,794 |
| SECURITY SYSTEM | $549 | $319 | $230 |
| NEW STORAGE SHED | $90,310 | $1,642 | $88,668 |
| WATER WELLS #4 | $111,533 | $29,744 | $81,789 |
| REVERSE OSMOSIS SYSTEM | $298,606 | $170,632 | $127,974 |
| IMPROVEMENTS '10 | $286,334 | $52,060 | $234,274 |
| IMPROVEMENTS '10 | $205,383 | $37,340 | $168,043 |
| FURNISHINGS | $51,593 | $37,836 | $13,757 |
| IMPROVEMENTS | $61,490 | $7,640 | $53,850 |
| WATER WELLS | $326,302 | $65,259 | $261,043 |
| REVERSE OSMOSIS SYSTEM | $123,149 | $55,711 | $67,438 |
| FURNISHINGS | $2,379 | $1,303 | $1,076 |
| FURNISHINGS | $8,571 | $4,182 | $4,389 |
| STORAGE BUILDING | $3,397 | $496 | $2,901 |
| LAND IMPROVEMENTS | $194,829 | $48,708 | $146,121 |
| FURNISHINGS | $9,476 | $4,106 | $5,370 |
| IMPROVEMENTS | $17,072 | $1,656 | $15,416 |
| DEHUMIDIFIER | $1,669 | $516 | $1,153 |
| FURNISHINGS | $28,954 | $8,961 | $19,993 |
| PICTURE FRAMES | $8,000 | $2,286 | $5,714 |
| STORAGE BUILDING | $10,300 | $937 | $9,363 |
| WATER WELLS | $458,685 | $61,158 | $397,527 |
| REVERSE OSMOSIS SYSTEM IMPROVEMENT | $4,204 | $1,302 | $2,902 |
| IMPROVEMENTS | $1,260 | $92 | $1,168 |
| WATER WELLS | $115,035 | $15,338 | $99,697 |
| IMRPOVEMENTS - PALM TREES | $9,586 | $465 | $9,121 |
| BACKPACK SPRAYERS | $23,762 | $7,920 | $15,842 |
| WATER WELLS | $285,236 | $19,016 | $266,220 |
| REVERSE OSMOSIS SYSTEM | $427,309 | $61,044 | $366,265 |
| PLUMBING ADOBE | $6,955 | $77 | $6,878 |
| IMPROVEMENTS - LANDSCAPING | $1,923 | $128 | $1,795 |
| FURNISHINGS | $14,542 | $3,808 | $10,734 |
| FURNISHINGS | $11,410 | $2,988 | $8,422 |
| FURNISHINGS | $3,931 | $1,030 | $2,901 |
| FURNISHINGS | $975 | $255 | $720 |
| IMPROVEMENTS - LANDSCAPING | $34,322 | $1,525 | $32,797 |
| CONFERENCE TABLE ADOBE | $1,944 | $32 | $1,912 |
| IMPROVEMENTS | $160,913 | $3,901 | $157,012 |
| IMPROVEMENTS | $64,684 | $1,176 | $63,508 |
| CONVENTION OVEN | $5,456 | $260 | $5,196 |
| GARAGE DOOR | $3,248 | $39 | $3,209 |
| DISHWASHER | $2,232 | $27 | $2,205 |
| DRAPERIES & UPHOLESTRY | $18,694 | $890 | $17,804 |
| IMPROVEMENTS | $151,692 | $4,137 | $147,555 |
| MONITORING WATER WELLS (3) | $297,326 | $8,259 | $289,067 |
| REVERSE OSMOSIS EQUIPMENT | $1,033,771 | $61,534 | $972,237 |
| WATER WELL | $399,630 | $0 | $399,630 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WORKS OF ART/FURNISHINGS - MUSIC STUDIO | AT COST | $92,216 | $92,216 |
| REAL ESTATE INVESTMENT TRUSTS | AT COST | $139,552 | $413,994 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (89 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 | $646 | $1,451 | $1,451 |
| 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 |
| DICTATION MACHINE | $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 | $1,183 | $1,356 | $1,356 |
| 2008 CHEVY SILVERADO 3500 | $48,735 | $48,735 | $0 | $0 |
| FILING CABINET | $3,367 | $2,926 | $441 | $441 |
| 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 | $6,475 | $2,025 | $2,025 |
| SHELVING FOR OFFICE | $11,451 | $8,180 | $3,271 | $3,271 |
| OFFICE BACKGROUND M | $817 | $817 | $0 | $0 |
| HP PRINTER | $647 | $613 | $34 | $34 |
| LEAF BLOWER | $533 | $464 | $69 | $69 |
| HP COMPUTER | $807 | $698 | $109 | $109 |
| CONFERENCE ROOM FURNITURE | $4,307 | $2,921 | $1,386 | $1,386 |
| OFFICE FURNISHINGS | $4,261 | $2,537 | $1,724 | $1,724 |
| CHEVROLET SILVERADO | $46,997 | $38,379 | $8,618 | $8,618 |
| TEX TRAILER | $2,153 | $1,975 | $178 | $178 |
| VACUUM CLEANER | $3,552 | $2,781 | $771 | $771 |
| PROJECTOR | $640 | $501 | $139 | $139 |
| SONY COMPUTER | $7,382 | $5,658 | $1,724 | $1,724 |
| SONY COMPUTER | $7,382 | $5,658 | $1,724 | $1,724 |
| SONY COMPUTER | $6,026 | $4,619 | $1,407 | $1,407 |
| SONY COMPUTER | $5,278 | $3,960 | $1,318 | $1,318 |
| HEDGE TRIMMER | $640 | $437 | $203 | $203 |
| OFFICE CHAIRS | $1,752 | $1,196 | $556 | $556 |
| SONY NOTEBOOK | $1,800 | $1,200 | $600 | $600 |
| SONY COMPUTER | $8,712 | $6,533 | $2,179 | $2,179 |
| LIFT GATE/2011 CHEVY SILVERADO | $4,671 | $3,736 | $935 | $935 |
| FURNISHINGS - CONFERENCE ROOM | $9,148 | $7,167 | $1,981 | $1,981 |
| OFFICE CHAIRS - CONFERENCE ROOM | $3,504 | $2,570 | $934 | $934 |
| FURNISHINGS - CONFERENCE ROOM | $26,649 | $18,211 | $8,438 | $8,438 |
| SECURITY CAMERA | $962 | $592 | $370 | $370 |
| CAMERA | $7,346 | $4,040 | $3,306 | $3,306 |
| TABLE SAW | $2,722 | $1,451 | $1,271 | $1,271 |
| 2 COMPUTERS | $4,148 | $2,213 | $1,935 | $1,935 |
| WELDING MACHINE | $4,478 | $2,314 | $2,164 | $2,164 |
| FILE CABINET | $1,005 | $384 | $621 | $621 |
| TABLES - OFFICE | $11,637 | $4,017 | $7,620 | $7,620 |
| FURNITURE | $15,952 | $5,318 | $10,634 | $10,634 |
| FURNITURE | $10,759 | $3,330 | $7,429 | $7,429 |
| PICTURE FRAMES | $8,000 | $2,286 | $5,714 | $5,714 |
| DISCOVERY COMPUTER | $4,116 | $1,029 | $3,087 | $3,087 |
| APPLE COMPUTER | $3,784 | $757 | $3,027 | $3,027 |
| PICTURE FRAMES | $4,536 | $1,188 | $3,348 | $3,348 |
| PICTURE FRAMES | $2,406 | $545 | $1,861 | $1,861 |
| TABLES & CABINETS - OFFICE | $6,048 | $1,584 | $4,464 | $4,464 |
| OFFICE CHAIRS - OFFICE | $3,689 | $878 | $2,811 | $2,811 |
| OFFICE CHAIRS - OFFICE | $3,328 | $792 | $2,536 | $2,536 |
| FILTRATION EQUIPMENT | $714 | $226 | $488 | $488 |
| HP COMPUTER | $2,195 | $439 | $1,756 | $1,756 |
| SAMSUNG COMPUTER | $2,185 | $401 | $1,784 | $1,784 |
| HP 500 PRINTER | $1,000 | $183 | $817 | $817 |
| HP COPIER | $6,210 | $621 | $5,589 | $5,589 |
| APPLE IPAD | $1,006 | $84 | $922 | $922 |
| NIKON CAMERA EQUIPMENT | $1,897 | $126 | $1,771 | $1,771 |
| APPLE TABLETS (2) | $2,020 | $135 | $1,885 | $1,885 |
| APPLE IPAD | $1,006 | $67 | $939 | $939 |
| APPLE IPAD | $898 | $75 | $823 | $823 |
| OFFICE FURNITURE SHELVING | $6,602 | $550 | $6,052 | $6,052 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $32,614 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,614 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE ADVANCES | Desc |
| BOY Book Value | $5,604 | BOYBookValueAmt |
| EOY Book Value | $8,152 | EOYBookValueAmt |
| EOYFMV | $8,152 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GARDEN AND GROUNDS | $22,925 | $0 | $22,925 |
| REPAIRS AND MAINTENANCE | $89,886 | $0 | $89,886 |
| MISCELLANEOUS | $17,281 | $0 | $17,281 |
| UTILITIES | $16,545 | $0 | $16,545 |
| AUTO EXPENSE | $29,469 | $0 | $29,469 |
| INSURANCE - GENERAL AND LIABILITY | $146,602 | $0 | $146,602 |
| OFFICE SUPPLIES | $43,992 | $0 | $43,992 |
| INSURANCE - HEALTH | $113,449 | $69,809 | $43,640 |
| CONTINUING EDUCATION | $2,864 | $0 | $2,864 |
| RENTAL EXPENSES | $6,250,066 | $6,250,066 | $0 |
| FIRE PREVENTION | $1,145 | $0 | $1,145 |
| DUES/FEES | $11,951 | $0 | $11,951 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERCENTAGE DEPLETION IN EXCESS OF COST | Desc |
| Amt | $3,733,499 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - UNION BANK | $78,820 | $78,820 | $0 |
| INVESTMENT FEES - WELLS FARGO | $131,301 | $131,301 | $0 |
| INVESTMENT FEES - MONTECITO B & T | $42,636 | $42,636 | $0 |
| ENGINEERS/LAND SURVEYORS | $2,800 | $2,800 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $300,000 | $0 | $0 |
| FOREIGN TAXES | $9,044 | $9,044 | $0 |
| PAYROLL TAXES | $82,518 | $47,727 | $34,791 |
| TAXES - OFFICE | $290 | $0 | $290 |
| TAXES - MAINTENANCE BUILDING | $4,430 | $0 | $4,430 |