WOOD-CLAEYSSENS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: WOOD-CLAEYSSENS FOUNDATION (EIN 32-0341358)
Tax period: 2024-04-01 to 2025-03-31
Filed: 2026-02-18
IRS object ID: 202610499349100616
Schema version: 2024v5.5
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
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Land Schedule2
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-02-18T12:54:56-06:00	ReturnTs
Tax Period End	2025-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	950858589	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HUTCHINSON & BLOODGOOD LLP	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	2024-04-01	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	2026-02-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CATHERINE MACAULAY	PreparerPersonNm
PTIN	P00178796	PTIN
Phone	8059631837	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$185,137,837	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	$370,299	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$3,767,514	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,767,514	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$14,281,022	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$14,281,022	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	$5,365,082	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$6,033,522	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$280,691,595	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$6,033,522	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$24,452,357	TotalRevAndExpnssAmt
Total Net Invst Incm	$24,082,058	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$1,634,270	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$1,207,387	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$426,883	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$626,020	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$348,895	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$277,125	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$730,559	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$492,375	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$238,184	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$24,585	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$24,585	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$39,784	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$19,892	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$19,892	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$318,386	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$318,386	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$876,418	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$117,300	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$59,118	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$3,325,090	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$3,287,257	DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss	$6,257,318	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$5,628,683	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$628,635	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$13,832,430	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$11,420,175	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,674,422	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$8,448,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$8,448,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$22,280,930	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$11,420,175	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$10,122,922	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,171,427	ExcessRevenueOverExpensesAmt
Net Investment Income	$12,661,883	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,147,048	CashBOYAmt
Cash EOY	$1,263,289	CashEOYAmt
Cash EOYFMV	$1,263,289	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$12,275,990	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$16,849,861	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$16,849,861	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$978	AcctRcvblAmt
Acct Rcvbl BOY	$873	AcctRcvblBOYAmt
Acct Rcvbl EOY	$978	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$978	AcctRcvblEOYFMVAmt
US Government Obligations BOY	$33,689,956	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$49,789,051	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$105,889,106	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$44,318,163	CorporateStockBOYAmt
Corporate Stock EOY	$21,148,616	CorporateStockEOYAmt
Corporate Stock EOYFMV	$19,841,251	CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis	$39,243,987	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$11,811,327	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$27,084,937	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$27,432,660	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$26,396,500	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$8,381,304	OtherInvestmentsBOYAmt
Other Investments EOY	$14,646,886	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$14,771,804	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$915,588	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$790,540	LandBldgEquipAccumDeprecAmt
Land BOY	$146,741	LandBOYAmt
Land EOY	$125,048	LandEOYAmt
Land EOYFMV	$125,048	LandEOYFMVAmt
Total Assets BOY	$127,045,012	TotalAssetsBOYAmt
Total Assets EOY	$131,256,389	TotalAssetsEOYAmt
Total Assets EOYFMV	$185,137,837	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
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	$127,045,012	RetainedEarningBOYAmt
Retained Earning EOY	$131,256,389	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$127,045,012	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$131,256,389	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$127,045,012	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$131,256,389	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$127,045,012	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,171,427	ExcessRevenueOverExpensesAmt
Other Increases	$2,039,950	OtherIncreasesAmt
Subtotal	$131,256,389	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$131,256,389	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO BANK	P	2024-03-31	2025-03-31	$146,159,863	$140,232,732	$5,927,131	$5,927,131
MS HOWELL	P	2024-03-31	2025-03-31	$134,531,732	$134,425,341	$106,391	$106,391

Field	Value	IRS element (for citing)
Capital Gain Net Income	$6,033,522	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$176,000	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$176,000	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$176,000	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,102,085	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,102,085	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$926,085	OverpaymentAmt
Applied To ES Tax	$926,085	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.WOODCLAEYSSENSFOUNDATION.COM	WebsiteAddressTxt
Individual With Books	SHELBY HUGHES	IndividualWithBooksNm
Phone	8059660543	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2360 FOOTHILL RD	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93105	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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	$268,865	$66,664	$0
CHARLES C GRAY
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	TREASURER	40.00	$431,570	$69,000	$0
SHELBY HUGHES
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	SECRETARY	40.00	$269,065	$69,000	$0
BRETT L BURKEY
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	FIRST VICE PRESIDENT	40.00	$266,722	$71,964	$0
BRAD BURKEY
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	DIRECTOR	10.00	$58,929	$22,084	$0
JARED P BURKEY
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	DIRECTOR	10.00	$72,423	$46,356	$0
JENNA M BURKEY
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	SECOND VICE PRESIDENT	40.00	$266,697	$67,778	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 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 HLADYNUIK
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	BOOKKEEPER	30.00	$131,421	$56,517	$0
JOSE CHACON
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	GARDENER	40.00	$115,893	$50,801	$0
SAMUEL GALVEZ
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	GARDENER	40.00	$92,437	$64,714	$0
ANNA VILLEGAS
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	BOOKKEEPER/CLERICAL	30.00	$117,947	$23,338	$0
LUIS ARROYO JR
2360 FOOTHILL ROAD	SANTA BARBARA	CA	93130	MAINTENANCE/GARDENER	40.00	$67,095	$43,626	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	1	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
LOVINGFOSS AND BOWMAN INC
5574 B EVERGLADES STREET SUITE B	VENTURA	CA	93003	ENGINEERING SERVICES	$581,350
WELLS FARGO
6325 S RAINBOW BLVD STE 300	LAS VEGAS	NV	89118	INVESTMENT MANAGEMENT FEES	$267,853
BROWNSTEIN HYATT FARBER SCHRECK
1020 STATE STREET	SANTA BARBARA	CA	93101	LEGAL SERVICES	$102,679

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	$142,233,322	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$17,545,587	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$61,380,776	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$221,159,685	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$221,159,685	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,317,395	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$217,842,290	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$10,892,115	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$10,892,115	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$176,000	TaxBasedOnInvestmentIncomeAmt
Total Tax	$176,000	TotalTaxAmt
Distributable Before Adj	$10,716,115	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$10,716,115	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$10,716,115	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$10,122,922	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$10,122,922	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$10,716,115	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$5,757,037	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1	$1,628,530	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$7,385,567	TotalExcessDistributionCyovAmt
Qualifying Distributions	$10,122,922	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$10,122,922	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$593,193	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$593,193	ExcessDistributionCyovAppCYAmt
Total Corpus	$6,792,374	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	$5,163,844	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,628,530	ExcessDistriCyovToNextYrAmt
Excess From Year1	$1,628,530	ExcessFromYear1Amt

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 PRIMARILY IN SANTA BARBARA AND VENTURA COUNTIES.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (112 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 202	SANTA BARBARA	CA	93101	NONE	PC	ADVENTURES IN CARING VOLUNTEER PROGRAM	$15,000
ANGEL FLIGHT WEST INC
3161 DONALD DOUGLAS LOOP S	SANTA MONICA	CA	90405	NONE	PC	SOUTHERN CALIFORNIA PROGRAMS - SANTA BARBARA & VENTURA COUNTY	$33,000
ANIMAL SHELTER ASSISTANCE PROGRAM
5473 OVERPASS ROAD	SANTA BARBARA	CA	93111	NONE	PC	EXPANDING LIFESAVING VETERINARY CARE FOR CATS: SUPPORTING SHELTER RESIDENTS & BEYOND	$35,000
ARTS OUTREACH
2353 HOLLISTER STREET SUITE A	LOS OLIVOS	CA	93441	NONE	PC	ART-IN-SCHOOLS PROGRAM	$5,000
COMMUNITY FRIENDS OF SB (FKA ASSISTANCE LEAGUE OF SANTA BARBARA)
1259 VERONICA SPRINGS ROAD	SANTA BARBARA	CA	93105	NONE	PC	OPERATION SCHOOL BELL / TEEN SCHOOL BELL	$6,000
ASSISTANCE LEAGUE OF VENTURA COUNTY
913 E SANTA CLARA STREET	VENTURA	CA	93001	NONE	PC	OPERATION SCHOOL BELL	$5,000
ATTERDAG AT HOME INC
636 ATTERDAG ROAD	SOLVANG	CA	93463	NONE	PC	MEALS ON WHEELS & ATTERDAG AT HOME CARE	$30,000
ATTERDAG VILLAGE OF SOLVANG
636 ATTERDAG ROAD	SOLVANG	CA	93463	NONE	PC	EVENT SPONSORSHIP - ANNUAL HARVEST PARTY FUNDRAISER; PEOPLE WHO CARE SCHOLARSHIPS BENEFITING LOW-INCOME SENIORS WITH HOUSING & CARE	$40,000
BISHOP GARCIA DIEGO HIGH SCHOOL
4000 LA COLINA ROAD	SANTA BARBARA	CA	93110	NONE	PC	SUPPORT OF THE 2024 BGDS GOLF TOURNAMENT; SUPPORT OF THE THE ANNUAL GOLF TOURNAMENT SUPPORTING STUDENT SCHOLARSHIPS	$35,000
BOY SCOUTS OF AMERICA - LOS PADRES COUNCIL
4000 MODOC ROAD	SANTA BARBARA	CA	93110	NONE	PC	THE OUTDOOR SCHOOL SCHOLARSHIPS	$10,000
BOYS & GIRLS CLUB OF CAMARILLO
1500 TEMPLE AVENUE	CAMARILLO	CA	93012	NONE	PC	PROJECT LEARN PROGRAM	$10,000
BOYS & GIRLS CLUB OF GREATER VENTURA
1280 S VICTORIA AVENUE SUITE 240	VENTURA	CA	93003	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
BOYS & GIRLS CLUB OF PIRU
802 ORCHARD STREET	PIRU	CA	93040	NONE	PC	AFTERSCHOOL STEAM ACADEMY & INNOVATION LAB IN PIRU	$10,000
BOYS & GIRLS CLUB OF SANTA CLARA VALLEY
PO BOX 152	SANTA PAULA	CA	93061	NONE	PC	SANTA PAULA & FILMORE- AFTERSCHOOL STEAM ACADEMY & INNOVATION LAB	$30,000
BOYS & GIRLS CLUBS MOORPARKSIMI VALLEY
2850 LEMON DRIVE	SIMI VALLEY	CA	93063	NONE	PC	ACADEMIC ENRICHMENT	$10,000
BUELLTON SENIOR CENTER
164 W HIGHWAY 246	BUELLTON	CA	93427	NONE	PC	SUPPORT THE CARS & COWBOY'S EVENT; MEALS ON WHEELS	$90,000
CALIFORNIA NATURE ART MUSEUM
1511 MISSION DRIVE SUITE B	SOLVANG	CA	93463	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
CARPINTERIA CHILDREN'S PROJECT
5201 8TH STREET SUITE 100	CARPINTERIA	CA	93013	NONE	PC	GENERAL OPERATING SUPPORT	$150,000
CASA OF VENTURA COUNTY
4001 MISSION OAKS BOULEVARD	CAMARILLO	CA	93012	NONE	PC	GENERAL OPERATING SUPPORT	$15,000
CASA PACIFICA CENTERS
1722 S LEWIS ROAD	CAMARILLO	CA	93012	NONE	PC	GENERAL OPERATING SUPPORT; SUPPORT OF 32ND ANNUAL ANGELS WINE, FOOD & BREW FESTIVAL	$80,000
CASA SERENA
1515 BATH STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
CHILD ABUSE LISTENING & MEDIATION (CALM)
1236 CHAPALA STREET	SANTA BARBARA	CA	93101	NONE	PC	CALM'S PREVENTION CONTINUUM OF CARE	$100,000
DOMESTIC VIOLENCE SOLUTIONS
PO BOX 1536	SANTA BARBARA	CA	93102	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
ELINGS PARK FOUNDATION
1298 LAS POSITAS ROAD	SANTA BARBARA	CA	93105	NONE	PC	ELINGS PARK FOUNDATION EPIC! CAPITAL INFRASTRUCTURE CAMPAIGN	$150,000
ELVERHOJ MUSEUM OF HISTORY AND ART
1624 ELVERHOY WAY	SOLVANG	CA	93463	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
FAMILY SERVICE AGENCY OF SANTA BARBARA
123 W GUTIERREZ STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$150,000
FIRST TEE OF THE CENTRAL COAST
PO BOX 6261	SANTA BARBARA	CA	93160	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY
550 DANA STREET	SAN LUIS OBISPO	CA	93401	NONE	PC	SAN LUIS OBISPO COUNTY FAIR MEAT PURCHASING	$100,000
FOOD FROM THE HEART
909 N LA CUMBRE ROAD	SANTA BARBARA	CA	93110	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
FOODBANK OF SANTA BARBARA COUNTY
82 COROMAR DRIVE	GOLETA	CA	93117	NONE	PC	GENERAL OPERATING SUPPORT; EMPTY BOWLS SPONSORSHIP	$45,000
FOUNDATION FOR COTTAGE REHABILITATION
2415 DE LA VINA STREET	SANTA BARBARA	CA	93105	NONE	PC	REBUILD & RENEW; THE NEW CRH AT GVCH	$250,000
FRIENDS OF OCEANO DUNES
PO BOX 398	OCEANO	CA	93445	NONE	PC	FRIENDS OF OCEANO DUNES 2024 GRANT	$25,000
FRIENDSHIP ADULT DAY CARE CENTER
89 EUCALYPTUS LANE	SANTA BARBARA	CA	93108	NONE	PC	LIFETIME ACHIEVEMENT AWARD PROGRAM	$25,000
FUND FOR SANTA BARBARA
26 W ANAPAMU STREET	SANTA BARBARA	CA	93101	NONE	PC	YOUTH MAKING CHANGE	$15,000
GANNA WALSKA LOTUSLAND FOUNDATION
695 ASHLEY ROAD	SANTA BARBARA	CA	93108	NONE	PC	SUPPORT OF EXCEPTIONAL PLANTS AUCTION & SALE; GENERAL OPERATING SUPPORT	$25,000
GIRLS INC OF CARPINTERIA
5315 FOOTHILL ROAD	CARPINTERIA	CA	93013	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
GIRLS INC OF GREATER SANTA BARBARA
531 E ORTEGA STREET	SANTA BARBARA	CA	93103	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
HAPPY ENDINGS ANIMAL RESCUE SANCTUARY
1326 DOVE MEADOW ROAD	SOLVANG	CA	93463	NONE	PC	GENERAL OPERATING SUPPORT; SUPPORT OF THE 2024 ROCK FOR HORSES EVENT	$45,000
HEARTS THERAPEUTIC EQUESTRIAN CENTER
PO BOX 30662	SANTA BARBARA	CA	93130	NONE	PC	EQUINE SERVICES FOR HEROES	$5,000
HELP OF CARPINTERIA INC
1069 CASITAS PASS ROAD	CARPINTERIA	CA	93013	NONE	PC	GENERAL OPERATING SUPPORT	$30,000
HIDDEN WINGS
517 ATTERDAG ROAD	SOLVANG	CA	93463	NONE	PC	HIDDEN WINGS - KNOWLEDGE NAVIGATOR	$20,000
LOBERO THEATRE FOUNDATION
33 E CANON PERDIDO STREET	SANTA BARBARA	CA	93101	NONE	PC	SOUND SYSTEM UPGRADE	$50,000
LOMPOC FAMILY YMCA
201 W COLLEGE AVENUE	LOMPOC	CA	93436	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
LOMPOC TEEN CENTER
PO BOX 521	LOMPOC	CA	93438	NONE	PC	SUPPORT OF PROGRAM YES I CAN/SI SE PUEDE EDUCATIONAL ACHIEVEMENT	$20,000
MARIAN REGIONAL MEDICAL CENTER FOUNDATION
1400 E CHURCH STREET	SANTA MARIA	CA	93454	NONE	PC	MARIAN ROBOTIC SURGERY PROGRAM EXPANSION	$500,000
MONTECITO FAMILY YMCA
591 SANTA ROSA LANE	SANTA BARBARA	CA	93108	NONE	PC	ANNUAL CAMPAIGN FOR OPEN DOOR SCHOLARSHIPS	$5,000
MOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION
125 STATE STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$250,000
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROAD	SANTA BARBARA	CA	93108	NONE	PC	GENERAL OPERATING SUPPORT; SUPPORT OF THE MUSIC ACADEMY OF THE WEST'S 2024 GALA	$50,000
NEW BEGINNINGS COUNSELING CENTER
324 E CARRILLO STREET SUITE C	SANTA BARBARA	CA	93101	NONE	PC	LIFE SKILLS PARENTING AND EDUCATION PROGRAM	$10,000
NORTH COUNTY RAPE CRISIS & CHILD PROTECTION CENTER
112 E WALNUT AVENUE	LOMPOC	CA	93436	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
NOTES FOR NOTES INC
PO BOX 90632	SANTA BARBARA	CA	93190	NONE	PC	NOTES FOR NOTES SANTA BARBARA	$25,000
OLD SPANISH DAYS
PO BOX 21557	SANTA BARBARA	CA	93121	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
OXNARD COMMUNITY K-9 FOUNDATION
3001 STURGIS ROAD	OXNARD	CA	93030	NONE	PC	GENERAL OPERATING SUPPORT	$80,000
PACIFIC LEGAL FOUNDATION
930 G STREET	SACRAMENTO	CA	95814	NONE	PC	PROTECTING FUNDAMENTAL CONSTITUTIONAL RIGHTS	$50,000
PARKS AND RECREATION COMMUNITY FOUNDATION
PO BOX 91742	SANTA BARBARA	CA	93190	NONE	PC	SUMMER FUN RECREATION PROGRAM - SUMMER 2025	$37,000
PCPA FOUNDATION
237 TOWN CENTER WEST 106	SANTA MARIA	CA	93458	NONE	PC	GENERAL OPERATING SUPPORT	$30,000
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HIGHWAY	MALIBU	CA	90263	NONE	PC	NONPROFIT LEADERSHIP COLLABORATIVE; SUPPORT OF THE 2024 PEPPERDINE WAVE CLASSIC GOLF TOURNAMENT	$180,000
PIERRE CLAEYSSENS VETERANS FOUNDATION
1187 COAST VILLAGE ROAD SUITE 1-334	SANTA BARBARA	CA	93108	NONE	PC	GENERAL OPERATING SUPPORT	$75,000
PROVIDENCE SCHOOL
3225 CALLE PINON	SANTA BARBARA	CA	93105	NONE	PC	SAFETY & SECURITY INITIATIVE YEAR 3, SUPPORT OF PROVIDENCE FUND KICKOFF WEEK CHALLENGE GRANT	$305,000
RM PYLES BOYS CAMP
27211 HENRY MAYO DRIVE	VALENCIA	CA	91355	NONE	PC	PYLES YOUTH DEVELOPMENT PROGRAM	$30,000
SEE INTERNATIONAL INC
5638 HOLLISTER AVENUE SUITE 210	SANTA BARBARA	CA	93117	NONE	PC	SEE VISION CARE PROGRAM, FORMERLY SB VISION CARE (SBVC)	$10,000
SALVATION ARMY SANTA BARBARA CORPS
423 CHAPALA STREET	SANTA BARBARA	CA	93101	NONE	PC	THE SALVATION ARMY SANTA BARBARA CORPS AND COMMUNITY CENTER	$5,000
SALVATION ARMY OXNARDPORT HUENEME
249 E A STREET	PORT HUENEME	CA	93041	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
SANCTUARY CENTERS OF SANTA BARBARA INC
PO BOX 551	SANTA BARBARA	CA	93102	NONE	PC	CHILD & ADOLESCENT THERAPY AND PSYCHIATRY	$50,000
SANTA BARBARA BIRD SANCTUARY
2430 LILLIE AVENUE	SUMMERLAND	CA	93067	NONE	PC	GENERAL OPERATING SUPPORT	$35,000
SANTA BARBARA BOTANICAL GARDEN
1212 MISSION CANYON ROAD	SANTA BARBARA	CA	93105	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
SANTA BARBARA COTTAGE HOSPITAL
400 W PUEBLO STREET	SANTA BARBARA	CA	93105	NONE	PC	COTTAGE CHILDREN'S MEDICAL CENTER; PEDIATRIC	$1,000,000
SANTA BARBARA COUNTY SEARCH & RESCUE
PO BOX 6602	SANTA BARBARA	CA	93160	NONE	PC	PROJECTS: DRONE, K-9, INSURANCE, ACADEMY, RESCUE GEAR	$35,000
SANTA BARBARA FOUNDATION
1111 CHAPALA STREET 200	SANTA BARBARA	CA	93101	NONE	PC	PEAC - GENERAL OPERATING SUPPORT	$500,000
SANTA BARBARA HUMANE SOCIETY
5399 OVERPASS ROAD	SANTA BARBARA	CA	93111	NONE	PC	TRANSFORMING THE SANTA BARBARA HUMANE CAMPUS	$250,000
SANTA BARBARA MARITIME MUSEUM
113 HARBOR WAY SUITE 190	SANTA BARBARA	CA	93109	NONE	PC	SB MARITIME MUSEUM YOUTH EDUCATION & ART EXHIBITIONS	$10,000
SANTA BARBARA MEALS ON WHEELS INC
PO BOX 6099	SANTA BARBARA	CA	93160	NONE	PC	GENERAL OPERATING SUPPORT	$15,000
SANTA BARBARA MUSEUM OF NATURAL HISTORY
2559 PUESTA DEL SOL	SANTA BARBARA	CA	93105	NONE	PC	SUPPORT FOR THE 2024 MINERAL MASQUERADE; SPACE LAB EXHIBITION & SCHOOL & TEACHER SERVICES PROGRAMS; GENERAL OPERATING SUPPORT	$325,000
SANTA BARBARA NEW HOUSE
2434 BATH STREET	SANTA BARBARA	CA	93105	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
SANTA BARBARA POLICE ACTIVITIES LEAGUE
PO BOX 91121	SANTA BARBARA	CA	93190	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
SANTA BARBARA POLICE FOUNDATION
215 E FIGUEROA STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
SANTA BARBARA SPECIAL ENFORCEMENT TEAM SUPPORT
4434 CALLE REAL	SANTA BARBARA	CA	93110	NONE	PC	GENERAL OPERATING SUPPORT & LONG RIFLE REPLACEMENT EQUIPMENT	$170,000
SANTA BARBARA ZOO
500 NINOS DRIVE	SANTA BARBARA	CA	93103	NONE	PC	SUPPORT FOR THE 2024 ZOOFARI BALL	$25,000
SANTA MARIA PHILHARMONIC SOCIETY
PO BOX 375	SANTA MARIA	CA	93456	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
SANTA YNEZ VALLEY BOTANIC GARDEN FOUNDATION
PO BOX 1623	BUELLTON	CA	93427	NONE	PC	SUPPORT OF THE 2024 SYV HOLIDAY LIGHTS FESTIVAL; TREE MAINTENANCE PROGRAM FOR THE SYV BOTANIC GARDEN	$50,000
SANTA YNEZ VALLEY COTTAGE HOSPITAL FOUNDATION
2050 VIBORG ROAD	SOLVANG	CA	93463	NONE	PC	TELESTROKE PROGRAM	$125,000
SANTA YNEZ VALLEY HISTORICAL MUSEUM
3596 SAGUNTO STREET	SANTA YNEZ	CA	93460	NONE	PC	SUPPORT OF THE ANNUAL VAQUERO; BENEFIT EVENT CARRIAGE HOUSE MOSIAC; GENERAL OPERATING SUPPORT	$325,000
SANTA YNEZ VALLEY HUMANE SOCIETY
PO BOX 335	SANTA YNEZ	CA	93427	NONE	PC	SUPPORT OF THE SYV HUMANE SOCIETY / DAWG 9TH ANNUAL SPAY-GHETTI DINNER; GENERAL OPERATING SUPPORT	$165,000
SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL
1745 MISSION DRIVE	SOLVANG	CA	93463	NONE	PC	SENIOR NUTRITION AND WELLNESS	$25,000
SANTA YNEZ VALLEY THERAPEUTIC RIDING PRO
PO BOX 256	SOLVANG	CA	93464	NONE	PC	SUPPORT OF THE 2024 COWBOY BALL; GENERAL OPERATING SUPPORT	$70,000
SANTA YNEZ VALLEY YOUTH RECREATION
PO BOX 503	SOLVANG	CA	93464	NONE	PC	YOUTH ACTIVITY SCHOLARSHIPS	$25,000
SCOTTISH RITE VALLEY OF SANTA BARBARA
16 E CARRILLO STREET	SANTA BARBARA	CA	93101	NONE	PC	SPEECH, LANGUAGE AND LITERACY THERAPY AND SERVICES	$30,000
SENIOR CONCERNS
401 HODENCAMP ROAD	THOUSAND OAKS	CA	91360	NONE	PC	GENERAL OPERATING SUPPORT	$40,000
SHADOW'S FUND
PO BOX 1472	LOMPOC	CA	93436	NONE	PC	GENERAL OPERATING SUPPORT	$15,000
SOLVANG FRIENDSHIP HOUSE
PO BOX 486	SOLVANG	CA	93463	NONE	PC	EVENT SPONSORSHIP OF NASHVILLE NIGHTS; GENERAL OPERATING SUPPORT	$105,000
STANDING TOGETHER TO END SEXUAL ASSUALT
433 E CANON PERDIDO STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$35,000
STORYTELLER CHILDREN'S CENTER
2115 STATE STREET	SANTA BARBARA	CA	93105	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
STUART GILDRED FAMILY YMCA SANTA YNEZ
900 N REFUGIO ROAD	SANTA YNEZ	CA	93460	NONE	PC	OPEN DOORS - FINANCIAL ASSISTANCE PROGRAM	$5,000
STUDENTS FOR ECO EDUCATION & AGRICULTURE
257 N ALVARADO STREET	OJAI	CA	93023	NONE	PC	2024 SANTA BARBARA COUNTY FARM DAY - COMMUNITY EDUCATION & OUTREACH EVENTS; IN SUPPORT OF SEEAG'S FIRST ANNUAL SPRING CELEBRATION; 2024 VENTURA COUNTY FARM DAY - COMMUNITY EDUCATION & OUTREACH EVENTS; GENERAL OPERATING SUPPORT	$280,000
THE COMMUNITY FOUNDATION SLO CO
550 DANA STREET	SAN LUIS OBISPO	CA	93401	NONE	PC	37TH DISTRICT BUYERS COALITION	$100,000
THE SAMARITAN CENTER
280 ROYAL AVENUE	SIMI VALLEY	CA	93065	NONE	PC	GENERAL OPERATING SUPPORT	$45,000
TRANSITION HOUSE
425 E COTA STREET	SANTA BARBARA	CA	93101	NONE	PC	EMERGENCY SHELTER FOR HOMELESS FAMILIES WITH CHILDREN	$20,000
TURNING POINT FOUNDATION
PO BOX 24397	VENTURA	CA	93002	NONE	PC	GENERAL OPERATING SUPPORT; HOMELESS2HOME HEALTH	$35,000
UNITED BOYS & GIRLS CLUB OF SANTA BARBARA COUNTY
1124 CASTILLO STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$150,000
UNITED WAY OF SANTA BARBARA COUNTY
320 E GUTIERREZ STREET	SANTA BARBARA	CA	93101	NONE	PC	FUN IN THE SUN	$25,000
UNITY SHOPPE INC
1209 STATE STREET	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING FUNDS	$100,000
VALOR HEALING FARMS
PO BOX 1054	OJAI	CA	93024	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
VENTURA COUNTY FAIRGROUNDS FOUNDATION
10 WEST HARBOR BOULEVARD	VENTURA	CA	93001	NONE	PC	SUPPORT OF THE 2024 VENTURA COUNTY FAIR; SUPPORT OF THE VENTURA COUNTY JUNIOR LIVESTOCK AUCTION 2025	$200,000
VENTURA FAMILY YMCA
3760 TELEGRAPH ROAD	VENTURA	CA	93003	NONE	PC	ANNUAL CAMPAIGN FOR OPEN DOORS SCHOLARSHIPS	$5,000
VENTURA POLICE ACTIVITIES LEAGUE (PAL)
PO BOX 3262	VENTURA	CA	93006	NONE	PC	VENTURA AFTER SCHOOL PROGRAMS	$20,000
VILLA MAJELLA OF SANTA BARBARA
604 N KELLOGG AVENUE	SANTA BARBARA	CA	93111	NONE	PC	GENERAL OPERATING SUPPORT	$15,000
VNA HEALTH FOUNDATION
512 E GUTIERREZ STREET	SANTA BARBARA	CA	93103	NONE	PC	SUPPORT OF 2024 MOTHER'S DAY LUNCHEON; VNA HEALTH SUBSIDIZED CHARITY CARE AT SERENITY HOUSE	$100,000
WAYFINDER FAMILY SERVICES
5300 ANGELES VISTA BOULEVARD	LOS ANGELES	CA	90043	NONE	PC	CHILD DEVELOPMENT SERVICES	$7,500
WE SUPPORT THE TROOPS INC
PO BOX 915	SANTA YNEZ	CA	93460	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
WILDERNESS YOUTH PROJECT
5386 HOLLISTER AVENUE SUITE D	SANTA BARBARA	CA	93111	NONE	PC	YOUTH PROGRAM SCHOLARSHIPS	$100,000
WOMEN'S ECONOMIC VENTURES OF SANTA BARBARA
333 S SALINAS STREET	SANTA BARBARA	CA	93103	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
YOUTH & FAMILY SERVICES YMCA
1180 EUGENIA PLACE SUITE 104	CARPINTERIA	CA	93013	NONE	PC	YOUTH CRISIS SERVICES	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$8,448,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,767,514	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$5,365,082	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$6,033,522	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$15,166,118	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$15,166,118	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	PO BOX 30586	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93130	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$370,299	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$39,784	Amt
Net Investment Income	$19,892	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$19,892	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (476 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	$1,330	SL	27.500000000000	$76	$0
PAPER SHREDDER	1999-01-13	$140	$140	SL	7.000000000000	$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
PHONE SYSTEM	2003-01-21	$180	$180	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
TREES	2008-03-17	$2,539	$2,535	SL	15.000000000000	$0	$0
2008 CHEVY SILVERADO 3500	2008-02-28	$48,735	$48,735	SL	5.000000000000	$0	$0
AIR PURIFIER W/FLTRS BARN	2009-07-30	$1,522	$1,522	SL	5.000000000000	$0	$0
AIR PURIFIER W/FLTRS OFC	2009-07-30	$1,963	$1,963	SL	5.000000000000	$0	$0
XM RADIO CONFERENCE RM	2009-07-30	$484	$484	SL	5.000000000000	$0	$0
HONDA GENERATOR	2009-09-15	$2,086	$2,086	SL	5.000000000000	$0	$0
DESK W/SHELVING CREDENZAS	2009-12-01	$8,500	$8,500	SL	7.000000000000	$0	$0
SHELVING FOR OFFICE	2010-03-29	$11,451	$11,451	SL	7.000000000000	$0	$0
OFFICE BACKGROUND M	2009-04-14	$817	$817	SL	5.000000000000	$0	$0
LAND - TAYLOR RANCH	1994-01-01	$4,030,783		L		$0	$0
BUILDINGS - TAYLOR RANCH	1994-01-01	$288,217	$285,601	SL	27.500000000000	$0	$0
FENCING	2001-03-30	$4,660	$3,887	SL	27.500000000000	$169	$169
IMPROVEMENTS TO RED MTN	2005-07-15	$8,977	$6,113	SL	27.500000000000	$326	$326
FENCING	2007-06-25	$10,640	$6,482	SL	27.500000000000	$387	$387
WATERFALL/FOUNTAIN	2007-11-12	$519	$519	SL	15.000000000000	$0	$0
FENCING & GATE	2007-11-21	$1,352	$800	SL	27.500000000000	$49	$49
TAYLOR RANCH ROAD	2008-03-05	$54,971	$32,151	SL	27.500000000000	$1,999	$1,999
IMPROVEMENTS	2008-03-17	$8,473	$4,928	SL	27.500000000000	$308	$308
WATER WELLS	2007-12-31	$705,927	$294,141	SL	39.000000000000	$18,101	$18,101
IMPROVEMENTS	2008-03-17	$71,588	$41,648	SL	27.500000000000	$2,603	$2,603
LAND IMPROVEMENTS	2008-06-30	$241,475	$241,471	SL	15.000000000000	$0	$0
LAND IMPROVEMENTS	2008-09-30	$73,136	$73,136	SL	15.000000000000	$0	$0
LAND IMPROVEMENTS	2008-12-31	$194,107	$194,100	SL	15.000000000000	$0	$0
LAND IMPROVEMENTS	2009-03-31	$104,403	$104,400	SL	15.000000000000	$0	$0
ROOF	2008-07-15	$21,165	$12,127	SL	27.500000000000	$770	$770
WATER WELLS	2010-03-31	$268,770	$96,488	SL	39.000000000000	$6,892	$6,892
LAND - MAIN HOUSE	1993-08-01	$350,000		L		$0	$0
BUILDING - MAIN HOUSE	1993-08-01	$475,000	$475,000	SL	27.500000000000	$0	$0
BUILT-IN MICROWAVE	1996-01-03	$453	$436	SL	27.500000000000	$0	$0
HARDWOOD FLOORS	1999-04-16	$2,900	$2,617	SL	27.500000000000	$105	$105
FURNACE	2004-03-26	$1,864	$1,360	SL	27.500000000000	$68	$68
HOUSE RENOVATION	2004-10-13	$170,010	$120,549	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	$889	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	$372	SL	27.500000000000	$22	$22
IMPROVEMENTS	2007-10-12	$6,880	$4,125	SL	27.500000000000	$250	$250
ROOF AND RAFTERS	2007-12-12	$35,778	$21,250	SL	27.500000000000	$1,301	$1,301
AWNINGS	2007-09-21	$2,077	$2,077	SL	7.000000000000	$0	$0
LAND - MUSIC STUDIO	1993-08-01	$275,000		L		$0	$0
BUILDING - MUSIC STUDIO	1993-08-01	$275,000	$275,000	SL	27.500000000000	$0	$0
IMPROVEMENTS	1993-12-01	$65,537	$65,135	SL	27.500000000000	$0	$0
WATER SOFTENER	1994-09-14	$850	$618	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	$793	SL	27.500000000000	$46	$46
IMPROVEMENTS	2007-05-09	$600	$353	SL	27.500000000000	$22	$22
WINDOWS	2008-02-02	$26,289	$15,455	SL	27.500000000000	$956	$956
IMPROVEMENTS	2008-03-14	$12,426	$7,270	SL	27.500000000000	$452	$452
GATE	2007-12-03	$4,155	$2,466	SL	27.500000000000	$151	$151
IMPROVEMENTS	2009-02-15	$200,621	$110,641	SL	27.500000000000	$7,295	$7,295
IMPROVEMENTS - LAND	2009-02-15	$69,292	$69,286	SL	15.000000000000	$0	$0
FURNITURE	2008-04-09	$1,473	$1,470	SL	7.000000000000	$0	$0
FURNITURE	2008-05-12	$539	$539	SL	7.000000000000	$0	$0
FURNITURE	2008-10-20	$1,036	$1,036	SL	7.000000000000	$0	$0
FURNITURE	2009-02-10	$2,157	$2,157	SL	7.000000000000	$0	$0
FURNITURE	2009-02-10	$894	$894	SL	7.000000000000	$0	$0
FURNITURE	2009-02-10	$534	$534	SL	7.000000000000	$0	$0
FURNITURE	2009-03-10	$2,901	$2,901	SL	7.000000000000	$0	$0
FURNITURE	2009-03-10	$1,985	$1,985	SL	7.000000000000	$0	$0
IMPROVEMENTS - LANDSCAPING	2009-08-31	$50,303	$48,912	SL	15.000000000000	$1,391	$1,391
LAND - HOUSE/OFFICE/LOT	1996-01-01	$275,000		L		$0	$0
OFFICE - HOUSE/OFFICE/LOT	1996-01-01	$45,600	$33,024	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	$16,938	SL	27.500000000000	$689	$689
LEASEHOLD IMPROVEMENTS	2000-09-01	$10,184	$8,726	SL	27.500000000000	$370	$370
LEASEHOLD IMPROVEMENTS	2001-09-01	$41,751	$34,282	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	$108,737	SL	27.500000000000	$5,698	$5,698
CONSTRUCTION IN PROGRESS	2004-03-31	$454,814	$315,619	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	$6,132	SL	15.000000000000	$0	$0
ROSE GARDEN	2006-02-09	$7,168	$7,168	SL	15.000000000000	$0	$0
MAIL BOXES	2006-03-29	$1,387	$1,387	SL	7.000000000000	$0	$0
PARKING AREA	2006-07-14	$28,003	$18,070	SL	27.500000000000	$1,018	$1,018
STORAGE UNIT IN BACK	2007-01-29	$71,808	$44,822	SL	27.500000000000	$2,611	$2,611
STORAGE UNIT	2007-04-13	$21,853	$13,515	SL	27.500000000000	$795	$795
IMPROVEMENTS	2007-05-21	$12,150	$7,440	SL	27.500000000000	$442	$442
IMPROVEMENTS	2007-08-13	$2,918	$1,767	SL	27.500000000000	$106	$106
VARIOUS OFFICE PRODUCTS	2007-08-17	$12,575	$12,575	SL	7.000000000000	$0	$0
LAND - STABLES/LOT	1996-01-01	$290,000				$0	$0	0.000000000000
STABLES - STABLES/LOT	1996-01-01	$10,000	$9,919	SL	27.500000000000	$0	$0
CAR PORT	1996-12-01	$2,919	$2,897	SL	27.500000000000	$0	$0
MOTION SEC LIGHTS & LABOR	1997-04-03	$801	$783	SL	27.500000000000	$15	$15
SHELVES/SHOP	1997-04-03	$354	$351	SL	27.500000000000	$3	$3
CONCRETE SLAB	1997-04-03	$860	$837	SL	27.500000000000	$16	$16
CONCRETE SLAB	1998-12-18	$4,088	$3,762	SL	27.500000000000	$149	$149
CEMENT WALL	1999-08-19	$764	$688	SL	27.500000000000	$28	$28
ROOF	2004-05-11	$15,560	$11,273	SL	27.500000000000	$566	$566
NEW BARN ADDITION	2005-12-31	$63,980	$42,468	SL	27.500000000000	$2,327	$2,327
ADD NEW BARN ADDITION	2007-02-28	$131,673	$81,795	SL	27.500000000000	$4,788	$4,788
IMPROVEMENTS	2007-05-09	$4,903	$3,011	SL	27.500000000000	$178	$178
CARPORT LIGHTS & MONITOR	2007-05-22	$1,592	$976	SL	27.500000000000	$58	$58
IMPROVEMENTS - CANYON	2007-08-31	$17,068	$10,298	SL	27.500000000000	$621	$621
IMPROVEMENTS	2007-10-12	$1,524	$908	SL	27.500000000000	$55	$55
BUILDING	2010-03-31	$46,538	$23,688	SL	27.500000000000	$1,692	$1,692
VACANT LOT	1994-01-01	$300,000		L		$0	$0
VACANT LOT	1996-01-01	$300,000		L		$0	$0
FENCE	1997-09-15	$2,995	$2,898	SL	27.500000000000	$97	$97
HOUSE - LCL RENTAL	1996-09-19	$144,400	$144,400	SL	27.500000000000	$0	$0
REFRIGERATOR	2003-03-31	$600	$600	SL	7.000000000000	$0	$0
REPAIRS, CLEANING, PAINT	2004-01-29	$33,296	$24,422	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	$718	SL	15.000000000000	$0	$0
WATER SOFTENER	2004-04-06	$2,575	$2,575	SL	7.000000000000	$0	$0
ELECTRICAL WORK	2004-04-06	$1,000	$1,000	SL	7.000000000000	$0	$0
TIMBERMILL STORAGE BARN	2004-08-11	$2,499	$1,790	SL	27.500000000000	$91	$91
NEW WIRING	2006-02-10	$1,156	$763	SL	27.500000000000	$42	$42
NEW TILE	2005-11-09	$5,866	$3,923	SL	27.500000000000	$213	$213
LIGHTS	2006-12-15	$2,323	$1,456	SL	27.500000000000	$84	$84
CROWN MOLDING	2007-01-10	$1,052	$656	SL	27.500000000000	$38	$38
ELECTRICAL BOX AND WIRING	2007-04-06	$2,141	$1,326	SL	27.500000000000	$78	$78
IMPROVEMENTS	2007-07-13	$635	$385	SL	27.500000000000	$23	$23
OUTDOOR ELECTRICAL PANEL	2007-09-21	$3,883	$2,327	SL	27.500000000000	$141	$141
WASHER AND DRYER	2007-12-12	$3,726	$3,726	SL	7.000000000000	$0	$0
IMPROVEMENTS	2008-09-30	$293,820	$165,602	SL	27.500000000000	$10,684	$10,684
IMPROVEMENTS	2008-12-31	$222,218	$123,235	SL	27.500000000000	$8,081	$8,081
IMPROVEMENTS	2009-03-31	$17,177	$9,375	SL	27.500000000000	$625	$625
LCL REMODEL	2010-03-31	$12,250	$6,230	SL	27.500000000000	$445	$445
MINERAL RIGHTS AERA - DEPLETION	2004-10-01	$18,985,648	$18,985,648	SL		$0	$0	0.000000000000
LAND - WELTY PROPERTY	2011-03-31	$4,503,679		L		$0	$0
IMPROVEMENTS '10	2010-12-27	$37,660	$18,139	SL	27.500000000000	$1,369	$1,369
IMPROVEMENTS '10	2010-07-01	$11,531	$5,761	SL	27.500000000000	$419	$419
FURNITURE	2010-07-01	$3,445	$3,445	SL	7.000000000000	$0	$0
SECURITY SYSTEM	2011-03-01	$1,646	$1,646	SL	7.000000000000	$0	$0
WOOD FLOORING FOR OFFICE	2014-12-05	$29,147	$9,893	SL	27.500000000000	$1,060	$1,060
NEW AIR CONDITIONING UNIT	2016-09-26	$8,843	$2,415	SL	27.500000000000	$322	$322
SECURITY SYSTEM	2011-03-01	$549	$549	SL	7.000000000000	$0	$0
NEW STORAGE SHED	2014-10-13	$90,310	$31,198	SL	27.500000000000	$3,284	$3,284
LAUNDRY ROOM - NEW FLOORING	2016-10-05	$4,535	$1,237	SL	27.500000000000	$165	$165
NEW STORAGE BUILDING	2016-09-16	$105,527	$28,778	SL	27.500000000000	$3,837	$3,837
LEAF BLOWER	2010-12-01	$533	$533	SL	5.000000000000	$0	$0
CONFERENCE ROOM FURNITURE	2010-07-01	$4,307	$4,307	SL	7.000000000000	$0	$0
OFFICE FURNISHINGS	2011-02-09	$4,261	$4,261	SL	7.000000000000	$0	$0
WATER WELLS #4	2011-03-31	$111,533	$96,668	SL	15.000000000000	$7,436	$7,436
REVERSE OSMOSIS SYSTEM	2011-03-31	$298,606	$298,606	SL	7.000000000000	$0	$0
CHEVROLET SILVERADO	2011-02-25	$46,997	$46,997	SL	5.000000000000	$0	$0
TEX TRAILER	2010-09-14	$2,153	$2,153	SL	5.000000000000	$0	$0
PROJECTOR	2011-05-05	$640	$640	SL	5.000000000000	$0	$0
IMPROVEMENTS '10	2010-03-31	$286,334	$145,768	SL	27.500000000000	$10,412	$10,412
IMPROVEMENTS '10	2010-03-31	$205,383	$104,552	SL	27.500000000000	$7,468	$7,468
HEDGE TRIMMER	2011-10-27	$640	$640	SL	5.000000000000	$0	$0
OFFICE CHAIRS	2011-11-15	$1,752	$1,752	SL	5.000000000000	$0	$0
LIFT GATE/2011 CHEVY SILVERADO	2011-04-13	$4,671	$4,671	SL	5.000000000000	$0	$0
FURNISHINGS - CONFERENCE ROOM	2011-05-05	$9,148	$9,148	SL	5.000000000000	$0	$0
OFFICE CHAIRS - CONFERENCE ROOM	2011-08-09	$3,504	$3,504	SL	5.000000000000	$0	$0
FURNISHINGS - CONFERENCE ROOM	2011-11-01	$26,649	$26,649	SL	5.000000000000	$0	$0
FURNISHINGS	2011-08-10	$51,593	$51,593	SL	5.000000000000	$0	$0
IMPROVEMENTS	2011-10-26	$61,490	$27,764	SL	27.500000000000	$2,236	$2,236
WATER WELLS	2012-03-31	$326,302	$261,036	SL	15.000000000000	$21,753	$21,753
SECURITY CAMERA	2012-03-09	$962	$962	SL	5.000000000000	$0	$0
REVERSE OSMOSIS SYSTEM	2012-01-17	$123,149	$123,149	SL	7.000000000000	$0	$0
FURNISHINGS	2011-06-05	$2,379	$2,379	SL	7.000000000000	$0	$0
FURNISHINGS	2011-11-01	$8,571	$8,568	SL	7.000000000000	$0	$0
STORAGE BUILDING	2010-11-23	$3,397	$1,612	SL	27.500000000000	$124	$124
LAND IMPROVEMENTS	2011-06-30	$194,829	$165,609	SL	15.000000000000	$12,989	$12,989
FURNISHINGS	2013-01-25	$9,476	$9,476	SL	5.000000000000	$0	$0
IMPROVEMENTS	2012-07-17	$17,072	$7,245	SL	27.500000000000	$621	$621
DEHUMIDIFIER	2013-01-25	$1,669	$1,669	SL	7.000000000000	$0	$0
FURNISHINGS	2013-01-25	$28,954	$28,954	SL	7.000000000000	$0	$0
PICTURE FRAMES	2013-03-31	$8,000	$8,000	SL	7.000000000000	$0	$0
STORAGE BUILDING	2012-10-01	$10,300	$4,312	SL	27.500000000000	$375	$375
CAMERA	2012-06-28	$7,346	$7,346	SL	5.000000000000	$0	$0
TABLE SAW	2012-07-17	$2,722	$2,722	SL	5.000000000000	$0	$0
WELDING MACHINE	2012-09-13	$4,478	$4,478	SL	5.000000000000	$0	$0
FILE CABINET	2012-07-17	$1,005	$1,005	SL	7.000000000000	$0	$0
TABLES - OFFICE	2012-10-25	$11,637	$11,637	SL	7.000000000000	$0	$0
FURNITURE	2012-11-27	$15,952	$15,952	SL	7.000000000000	$0	$0
FURNITURE	2013-01-25	$10,759	$10,759	SL	7.000000000000	$0	$0
PICTURE FRAMES	2013-03-31	$8,000	$8,000	SL	7.000000000000	$0	$0
WATER WELLS	2013-03-27	$458,685	$336,369	SL	15.000000000000	$30,579	$30,579
REVERSE OSMOSIS SYSTEM IMPROVEMENT	2013-01-17	$4,204	$4,204	SL	7.000000000000	$0	$0
IMPROVEMENTS	2013-03-21	$1,260	$506	SL	27.500000000000	$46	$46
WATER WELLS	2013-03-31	$115,035	$84,359	SL	15.000000000000	$7,669	$7,669
IMRPOVEMENTS - PALM TREES	2013-12-13	$9,586	$3,606	SL	27.500000000000	$349	$349
BACKPACK SPRAYERS	2013-08-06	$23,762	$23,762	SL	5.000000000000	$0	$0
WATER WELLS	2014-03-31	$285,236	$190,160	SL	15.000000000000	$19,016	$19,016
REVERSE OSMOSIS SYSTEM	2014-03-31	$309,274	$309,274	SL	7.000000000000	$0	$0
PLUMBING ADOBE	2015-01-17	$6,955	$4,253	SL	15.000000000000	$464	$464
IMPROVEMENTS - LANDSCAPING	2014-03-17	$1,923	$1,280	SL	15.000000000000	$128	$128
FURNISHINGS	2013-05-16	$14,542	$14,539	SL	7.000000000000	$0	$0
FURNISHINGS	2013-05-16	$11,410	$11,410	SL	7.000000000000	$0	$0
FURNISHINGS	2013-05-30	$3,931	$3,931	SL	7.000000000000	$0	$0
FURNISHINGS	2013-05-30	$975	$975	SL	7.000000000000	$0	$0
IMPROVEMENTS - LANDSCAPING	2014-07-29	$34,322	$22,117	SL	15.000000000000	$2,288	$2,288
DISCOVERY COMPUTER	2013-12-16	$4,116	$4,116	SL	5.000000000000	$0	$0
PICTURE FRAMES	2013-06-10	$4,536	$4,536	SL	7.000000000000	$0	$0
PICTURE FRAMES	2013-09-10	$2,406	$2,406	SL	7.000000000000	$0	$0
TABLES & CABINETS - OFFICE	2013-05-30	$6,048	$6,048	SL	7.000000000000	$0	$0
OFFICE CHAIRS - OFFICE	2013-07-16	$3,689	$3,689	SL	7.000000000000	$0	$0
OFFICE CHAIRS - OFFICE	2013-08-13	$3,328	$3,325	SL	7.000000000000	$0	$0
FILTRATION EQUIPMENT	2013-09-10	$714	$714	SL	5.000000000000	$0	$0
CONFERENCE TABLE ADOBE	2015-03-12	$1,944	$1,944	SL	5.000000000000	$0	$0
IMPROVEMENTS	2014-07-29	$160,913	$56,560	SL	27.500000000000	$5,851	$5,851
IMPROVEMENTS	2014-10-08	$64,684	$22,344	SL	27.500000000000	$2,352	$2,352
CONVENTION OVEN	2014-12-05	$5,456	$5,456	SL	7.000000000000	$0	$0
GARAGE DOOR	2015-02-27	$3,248	$3,248	SL	7.000000000000	$0	$0
DISHWASHER	2015-03-03	$2,232	$2,232	SL	7.000000000000	$0	$0
DRAPERIES & UPHOLESTRY	2014-12-05	$18,694	$18,694	SL	7.000000000000	$0	$0
HP 500 PRINTER	2014-04-30	$1,000	$1,000	SL	5.000000000000	$0	$0
HP COPIER	2014-10-02	$6,210	$6,210	SL	5.000000000000	$0	$0
APPLE IPAD	2014-10-27	$1,006	$1,006	SL	5.000000000000	$0	$0
NIKON CAMERA EQUIPMENT	2014-11-21	$1,897	$1,897	SL	5.000000000000	$0	$0
APPLE TABLETS (2)	2014-11-21	$2,020	$2,020	SL	5.000000000000	$0	$0
APPLE IPAD	2014-12-01	$1,006	$1,006	SL	5.000000000000	$0	$0
APPLE IPAD	2014-10-27	$898	$898	SL	5.000000000000	$0	$0
IMPROVEMENTS	2014-07-10	$151,692	$53,781	SL	27.500000000000	$5,516	$5,516
MONITORING WATER WELLS (3)	2014-10-31	$297,326	$186,657	SL	15.000000000000	$19,822	$19,822
OFFICE FURNITURE SHELVING	2014-09-02	$6,602	$6,602	SL	7.000000000000	$0	$0
REVERSE OSMOSIS EQUIPMENT	2014-11-05	$1,033,770	$1,033,770	SL	7.000000000000	$0	$0
WATER WELL	2023-09-30	$270,192	$9,006	SL	15.000000000000	$18,013	$18,013
WATER WELL	2023-09-30	$337,360	$11,245	SL	15.000000000000	$22,491	$22,491
REBUILDING ORIGINAL WATER WELL	2023-09-30	$123,825	$4,128	SL	15.000000000000	$8,255	$8,255
REMODEL	2017-03-31	$147,853	$37,632	SL	27.500000000000	$5,376	$5,376
FURNISHINGS	2017-03-31	$83,703	$83,703	SL	5.000000000000	$0	$0
IMPROVEMENTS - TREES	2015-12-15	$4,387	$1,333	SL	27.500000000000	$160	$160
WATER EQUIPMENT	2015-07-24	$13,299	$13,299	SL	5.000000000000	$0	$0
LAUNDRY ROOM	2016-03-01	$6,110	$6,110	SL	7.000000000000	$0	$0
DRAPERIES & UPHOLESTRY	2015-04-07	$26,506	$26,506	SL	7.000000000000	$0	$0
FILING CABINET	2015-04-10	$15,751	$15,751	SL	7.000000000000	$0	$0
FILTRATION EQUIPMENT	2015-07-30	$10,089	$10,089	SL	5.000000000000	$0	$0
LAUNDRY ROOM	2016-08-04	$31,093	$8,671	SL	27.500000000000	$1,131	$1,131
FURNISHINGS	2015-06-02	$951	$951	SL	7.000000000000	$0	$0
WATER WELLS	2015-04-16	$69,968	$41,596	SL	15.000000000000	$4,665	$4,665
REVERSE OSMOSIS SYSTEM	2015-04-21	$16,072	$16,072	SL	7.000000000000	$0	$0
FURNISHINGS	2015-11-28	$1,800	$1,800	SL	7.000000000000	$0	$0
FURNISHINGS	2015-12-30	$1,440	$1,440	SL	7.000000000000	$0	$0
FURNISHINGS	2016-03-01	$1,435	$1,435	SL	7.000000000000	$0	$0
CABINET	2015-11-28	$2,250	$2,247	SL	7.000000000000	$0	$0
TABLES & PANELS	2015-12-30	$6,938	$6,938	SL	7.000000000000	$0	$0
BOOKCASE	2016-03-25	$2,500	$2,500	SL	7.000000000000	$0	$0
WATER WELLS	2015-05-15	$57,693	$34,294	SL	15.000000000000	$3,846	$3,846
WATER WELLS	2015-11-17	$158,450	$88,025	SL	15.000000000000	$10,563	$10,563
WATER WELLS	2015-12-23	$151,820	$83,498	SL	15.000000000000	$10,121	$10,121
WATER WELLS	2016-03-31	$127,928	$68,232	SL	15.000000000000	$8,529	$8,529
GARAGE	2016-03-31	$74,976	$21,808	SL	27.500000000000	$2,726	$2,726
WATER EQUIPMENT	2015-12-09	$8,852	$8,852	SL	5.000000000000	$0	$0
WATER EQUIPMENT	2016-03-30	$5,591	$5,591	SL	5.000000000000	$0	$0
GARAGE	2017-08-27	$694,175	$166,183	SL	27.500000000000	$25,243	$25,243
FIRE ALARMS	2016-07-15	$1,599	$1,599	SL	5.000000000000	$0	$0
WEED EATER	2016-07-15	$725	$725	SL	5.000000000000	$0	$0
TWO SMALL LATOPS (OFFICE)	2016-07-15	$4,648	$4,648	SL	5.000000000000	$0	$0
HP COLORJET PRINTER	2016-07-15	$3,027	$3,027	SL	5.000000000000	$0	$0
2016 FOR F-250 TRUCK	2016-08-13	$64,396	$64,396	SL	5.000000000000	$0	$0
TREES	2016-07-19	$364	$100	SL	27.500000000000	$13	$13
LANDSCAPING	2016-08-19	$3,920	$1,084	SL	27.500000000000	$143	$143
BEDROOM WING REMODEL	2017-03-31	$268,628	$68,376	SL	27.500000000000	$9,768	$9,768
LANDSCAPING	2016-09-26	$4,944	$1,350	SL	27.500000000000	$180	$180
LANDSCAPING	2016-09-26	$2,575	$705	SL	27.500000000000	$94	$94
LANDSCAPING	2016-11-21	$5,785	$1,540	SL	27.500000000000	$210	$210
LANDSCAPING	2016-12-20	$1,949	$515	SL	27.500000000000	$71	$71
TUBE TELEMETRY WITH HYDROVU	2016-04-11	$5,354	$5,354	SL	5.000000000000	$0	$0
CAMERA	2017-03-31	$868	$868	SL	5.000000000000	$0	$0
BRINE PROJECT	2017-04-07	$131,039	$33,355	SL	27.500000000000	$4,765	$4,765
WATER WELL #1	2016-09-27	$6,358	$3,180	SL	15.000000000000	$424	$424
WATER WELL #2	2016-09-27	$6,358	$3,180	SL	15.000000000000	$424	$424
WATER WELL #3	2016-04-19	$3,143	$1,662	SL	15.000000000000	$210	$210
WATER WELL #4	2016-09-27	$6,358	$3,180	SL	15.000000000000	$424	$424
WATER WELL #5	2016-12-22	$17,387	$8,403	SL	15.000000000000	$1,159	$1,159
WATER WELL #6	2016-09-27	$6,358	$3,180	SL	15.000000000000	$424	$424
WATER WELL #7	2016-09-27	$6,358	$3,180	SL	15.000000000000	$424	$424
WATER WELL #8	2016-09-27	$6,358	$3,180	SL	15.000000000000	$424	$424
WATER WELL #9	2016-09-27	$3,295	$1,650	SL	15.000000000000	$220	$220
WATER WELL #10	2016-09-27	$3,295	$1,650	SL	15.000000000000	$220	$220
WATER WELL #11	2016-11-30	$71,757	$35,083	SL	15.000000000000	$4,784	$4,784
WATER WELL #12	2016-11-30	$61,679	$30,155	SL	15.000000000000	$4,112	$4,112
WATER WELL #13	2017-03-20	$132,288	$61,733	SL	15.000000000000	$8,819	$8,819
BEACH WELL	2017-03-29	$179,956	$83,979	SL	15.000000000000	$11,997	$11,997
LANDSCAPING	2016-09-26	$1,762	$878	SL	15.000000000000	$117	$117
WASHER & DRYER	2016-07-15	$5,043	$5,040	SL	7.000000000000	$0	$0
STEREO, SPEAKERS, BASE STATION	2016-11-24	$1,455	$1,455	SL	7.000000000000	$0	$0
RUG	2016-11-10	$2,360	$2,360	SL	7.000000000000	$0	$0
RUG	2017-03-24	$1,799	$1,799	SL	7.000000000000	$0	$0
CONFERENCE ROOM CHAIRS (10)	2016-08-04	$28,187	$28,187	SL	7.000000000000	$0	$0
HAY BARN	2018-01-08	$16,718	$3,800	SL	27.500000000000	$608	$608
ADOBE / GARAGE	2017-08-25	$15,357	$3,674	SL	27.500000000000	$558	$558
BURMA SUMP FILLED	2017-04-07	$21,745	$5,537	SL	27.500000000000	$791	$791
LANDSCAPING	2017-05-11	$8,719	$2,193	SL	27.500000000000	$317	$317
ROAD	2017-10-18	$16,148	$3,767	SL	27.500000000000	$587	$587
WATER WELL	2023-09-30	$889,636	$29,655	SL	15.000000000000	$59,309	$59,309
STORAGE CONTAINERS	2017-07-14	$3,004	$3,004	SL	5.000000000000	$0	$0
BEDROOM REMODEL	2017-09-01	$228,550	$54,714	SL	27.500000000000	$8,311	$8,311
IMPROVEMENTS	2017-06-01	$87,021	$21,621	SL	27.500000000000	$3,164	$3,164
LANDSCAPING	2017-12-01	$14,112	$3,249	SL	27.500000000000	$513	$513
ROOMS REMODEL	2018-02-01	$27,405	$6,148	SL	27.500000000000	$997	$997
LANDSCAPING	2018-01-01	$12,069	$5,031	SL	15.000000000000	$805	$805
LAND IMPROVEMENTS	2017-08-01	$321,594	$77,960	SL	27.500000000000	$11,694	$11,694
WINDOW SHADES	2017-10-20	$1,963	$1,797	SL	7.000000000000	$166	$166
FENCING HILLSIDE	2016-09-26	$20,532	$10,267	SL	15.000000000000	$1,369	$1,369
MODIFICATIONS TO 2016 F-250 TRUCK	2016-09-23	$30,038	$30,038	SL	5.000000000000	$0	$0
LANDSCAPING	2017-09-01	$311,849	$74,655	SL	27.500000000000	$11,340	$11,340
LANDSCAPING - WATER WELL #1	2018-03-31	$122,307	$48,924	SL	15.000000000000	$8,154	$8,154
LANDSCAPING - WATER WELL #2	2018-03-31	$214,265	$85,704	SL	15.000000000000	$14,284	$14,284
IMPROVEMENTS	2018-02-01	$26,703	$5,988	SL	27.500000000000	$971	$971
CARPORT ROOF	2022-08-19	$14,711	$847	SL	27.500000000000	$535	$535
COMPUTER (BRETT)	2017-05-01	$3,694	$3,694	SL	5.000000000000	$0	$0
COMPUTER (JARED)	2017-11-22	$3,491	$3,491	SL	5.000000000000	$0	$0
COMPUTER (OFFICE)	2017-05-22	$8,415	$8,415	SL	5.000000000000	$0	$0
PRINTER (BRETT)	2017-05-22	$463	$463	SL	5.000000000000	$0	$0
PRINTER (JENNY)	2017-05-22	$593	$593	SL	5.000000000000	$0	$0
REBUILDING ORIGINAL WATER WELL	2023-09-30	$44,083	$1,469	SL	15.000000000000	$2,939	$2,939
WATER WELL #2	2023-09-30	$107,422	$3,581	SL	15.000000000000	$7,161	$7,161
WATER WELLS	2018-03-31	$8,656	$3,462	SL	15.000000000000	$577	$577
PEPPER TREES	2022-10-27	$1,438	$136	SL	15.000000000000	$96	$96
EV CHARGING STATION	2022-11-16	$4,185	$203	SL	27.500000000000	$152	$152
NEW ROOF ON CARPORT	2024-04-11	$11,670		SL	27.500000000000	$424	$424
REVERSE OSMOSIS EQUIPMENT	2018-02-01	$91,656	$80,746	SL	7.000000000000	$10,910	$10,910
TAYLOR RANCH REMODEL/GARAGE	2019-03-31	$627,795	$114,145	SL	27.500000000000	$22,829	$22,829
FENCING	2019-03-31	$7,896	$2,630	SL	15.000000000000	$526	$526
HAY BARN	2021-01-10	$364,269	$43,050	SL	27.500000000000	$13,246	$13,246
FENCE	2019-03-31	$5,600	$1,865	SL	15.000000000000	$373	$373
EXTERIOR LIGHTING	2018-06-01	$5,200	$4,334	SL	7.000000000000	$743	$743
STORAGE CONTAINERS	2019-03-31	$2,518	$1,800	SL	7.000000000000	$360	$360
DOUBLE OVEN	2018-10-19	$2,241	$2,241	SL	5.000000000000	$0	$0
ROOF	2019-03-01	$4,188	$773	SL	27.500000000000	$152	$152
PATIO STORAGE STRUCTURE	2018-05-16	$3,681	$3,068	SL	7.000000000000	$526	$526
LIGHT FIXTURE	2018-09-11	$2,668	$2,127	SL	7.000000000000	$381	$381
STORAGE CONTAINERS	2019-03-31	$2,518	$1,800	SL	7.000000000000	$360	$360
CUSTOM STORAGE CONTAINERS	2019-03-31	$17,786	$12,705	SL	7.000000000000	$2,541	$2,541
STORAGE CONTAINERS	2019-01-02	$10,498	$7,875	SL	7.000000000000	$1,500	$1,500
WOOD FLOORING	2018-06-13	$9,648	$2,047	SL	27.500000000000	$351	$351
WOODEN STORAGE BOX	2019-03-31	$2,518	$1,800	SL	7.000000000000	$360	$360
COMPUTER (JARED)	2018-11-29	$2,730	$2,730	SL	5.000000000000	$0	$0
HEDGE TRIMMER	2018-07-27	$544	$544	SL	5.000000000000	$0	$0
COMPUTER MONITOR (NCB)	2018-09-20	$599	$599	SL	5.000000000000	$0	$0
GENERATOR	2018-12-21	$1,098	$1,098	SL	5.000000000000	$0	$0
LAPTOP COMPUTER (BRAD)	2019-01-28	$2,777	$2,777	SL	5.000000000000	$0	$0
WOODEN STORAGE BOX	2019-03-31	$4,558	$3,255	SL	7.000000000000	$651	$0
TOMMY GATE FOR SILVERADO	2019-01-30	$6,555	$6,555	SL	5.000000000000	$0	$0
WATER HEATER	2018-12-26	$4,408	$3,307	SL	7.000000000000	$630	$630
CARRIAGE HOUSE	2019-03-31	$1,766,977	$321,270	SL	27.500000000000	$64,254	$64,254
ADOBE / GARAGE	2020-02-25	$718,157	$106,636	SL	27.500000000000	$26,115	$26,115
CARRIAGE HOUSE / MS LOT	2019-08-12	$4,511	$765	SL	27.500000000000	$164	$164
VAPOR BARRIER & CRAWL SPACE	2019-06-10	$15,972	$2,808	SL	27.500000000000	$581	$581
WATER SOFTENER	2019-10-11	$1,550	$252	SL	27.500000000000	$56	$56
FURNISHINGS FOR MS	2020-01-21	$1,515	$900	SL	7.000000000000	$216	$216
HOT WATER HEATER	2019-04-12	$5,853	$4,180	SL	7.000000000000	$836	$836
COPIER / PRINTER	2019-05-21	$8,524	$8,241	SL	5.000000000000	$283	$0
A/C CONDENSER SYSTEM	2019-08-12	$6,377	$1,083	SL	27.500000000000	$232	$0
COMPUTER (JARED)	2019-09-13	$5,296	$4,854	SL	5.000000000000	$442	$0
REFRIGERATOR	2019-09-13	$2,792	$2,558	SL	5.000000000000	$234	$0
APPLE IPAD - SB	2019-10-21	$921	$813	SL	5.000000000000	$108	$0
APPLE IPAD - AV	2019-10-21	$1,094	$967	SL	5.000000000000	$127	$0
PRINTER - SH	2020-02-25	$489	$400	SL	5.000000000000	$89	$0
COMPUTER - SH	2020-02-25	$1,782	$1,454	SL	5.000000000000	$328	$0
NEW COMPUTER (JB)	2020-05-25	$4,968	$3,810	SL	5.000000000000	$994	$0
NEW COMPUTER (NB)	2020-07-23	$3,509	$2,574	SL	5.000000000000	$702	$0
WATER WELL #4	2023-03-31	$570,358	$38,024	SL	15.000000000000	$38,024	$38,024
K-RAIL FENCE/FLOOD PROTECTION	2019-04-12	$11,194	$3,730	SL	15.000000000000	$746	$746
ADOBE GARAGE, ELECTRIC WIRING	2020-12-30	$87,307	$10,319	SL	27.500000000000	$3,175	$3,175
ADOBE LANDSCAPING	2020-12-30	$111,304	$24,115	SL	15.000000000000	$7,420	$7,420
WELTY ROAD IMPROVEMENTS	2021-04-16	$49,576	$9,640	SL	15.000000000000	$3,305	$3,305
SPEAKERS AND AMPS	2020-10-22	$1,137	$776	SL	5.000000000000	$227	$227
SECURITY CAMERAS	2021-01-21	$2,400	$1,520	SL	5.000000000000	$480	$480
COMPUTER FOR PUMP BUILDING	2021-01-22	$1,756	$1,112	SL	5.000000000000	$351	$351
ROLL-UP DOORS ON BARN	2020-11-05	$6,863	$854	SL	27.500000000000	$250	$250
ADDITIONAL WORK ON BARN	2020-12-10	$9,785	$1,187	SL	27.500000000000	$356	$356
WATER WELL #14	2023-03-31	$1,013,191	$67,546	SL	15.000000000000	$67,546	$67,546
BEACH WELL #2	2023-03-31	$355,496	$23,700	SL	15.000000000000	$23,700	$23,700
LANDSCAPING - PLANTS	2021-09-09	$836	$145	SL	15.000000000000	$56	$56
CAMERAS/MOTION SENSORS	2021-07-15	$900	$495	SL	5.000000000000	$180	$180
ATV	2022-01-19	$24,167	$10,472	SL	5.000000000000	$4,833	$4,833
SPRAYER - WEEDS	2022-02-15	$4,924	$2,134	SL	5.000000000000	$985	$985
LAND IMPROVEMENTS - FENCING	2023-04-01	$245,737	$16,382	SL	15.000000000000	$16,382	$16,382
LAND IMPROVEMENTS - CATCH BASIN	2023-04-01	$85,389	$5,693	SL	15.000000000000	$5,693	$5,693
LAND IMPROVEMENTS - DRAINAGE	2023-04-01	$84,281	$5,619	SL	15.000000000000	$5,619	$5,619
WATER WELL #2 AND BEACH WELL #2 - ADDITIONAL COST	2023-03-31	$570,313	$38,021	SL	15.000000000000	$38,021	$38,021
WATER HEATER	2022-05-13	$3,428	$939	SL	7.000000000000	$490	$490
STABLES/LOT/CARPORT - TREES PLANTED	2021-06-01	$2,122	$400	SL	15.000000000000	$141	$141
LANDSCAPING - PLANTS	2022-06-27	$3,609	$421	SL	15.000000000000	$241	$241
LANDSCAPING - PEPPER TREES	2022-10-27	$1,438	$136	SL	15.000000000000	$96	$96
LAND IMPROVEMENTS - CATCH BASIN	2023-04-01	$654,190	$43,613	SL	15.000000000000	$43,613	$43,613
LAND IMPROVEMENTS - FENCING	2023-04-01	$725,660	$48,377	SL	15.000000000000	$48,377	$48,377
WATER WELL #14	2023-03-31	$119,081	$7,939	SL	15.000000000000	$7,939	$7,939
REFRIGERATOR	2019-06-25	$10,099	$6,854	SL	7.000000000000	$1,443	$1,443
COOKTOP	2019-10-21	$2,324	$1,466	SL	7.000000000000	$332	$332
BEACH WELL	2023-03-31	$11,989	$799	SL	15.000000000000	$799	$799
PRESSURE REGULATOR	2022-04-25	$1,346	$368	SL	7.000000000000	$192	$192
DRYER	2023-02-13	$1,440	$240	SL	7.000000000000	$206	$206
WATER WELL #1	2023-09-30	$397,926	$13,264	SL	15.000000000000	$26,528	$26,528
WATER WELL #2	2023-09-30	$399,576	$13,319	SL	15.000000000000	$26,638	$26,638
WATER WELL #1	2023-09-30	$151,558	$5,052	SL	15.000000000000	$10,104	$10,104
WATER WELL #2	2023-09-30	$151,558	$5,052	SL	15.000000000000	$10,104	$10,104
WATER WELL #1	2023-09-30	$41,473	$1,382	SL	15.000000000000	$2,765	$2,765
WATER WELL #2	2023-09-30	$38,075	$1,269	SL	15.000000000000	$2,538	$2,538
WATER WELL #1	2023-09-30	$50,670	$1,689	SL	15.000000000000	$3,378	$3,378
WATER WELL #2	2023-09-30	$50,670	$1,689	SL	15.000000000000	$3,378	$3,378
SANTA BARBARA WATER WELL #1 - ADDITIONAL COST	2023-09-30	$8,446	$282	SL	15.000000000000	$563	$563
SANTA BARBARA WATER WELL #2 - ADDITIONAL COST	2023-09-30	$12,060	$402	SL	15.000000000000	$804	$804
SANTA BARBARA WATER WELL #1 - ADDITIONAL COST	2024-03-31	$124,947		SL	15.000000000000	$8,330	$8,330
SANTA BARBARA WATER WELL #2 - ADDITIONAL COST	2024-03-31	$112,565		SL	15.000000000000	$7,504	$7,504
MAJOR LANDSCAPING	2024-07-19	$22,152		SL	15.000000000000	$985	$985
ANDORRA WELL #1 (MAPPING, FIELD SERVICES)	2025-03-31	$45,464		SL	15.000000000000	$0	$0
ANDORRA WELL #2 (MAPPING, FIELD SERVICES)	2025-03-31	$45,464		SL	15.000000000000	$0	$0
SPEAKERS AND AMPS	2020-10-22	$1,137	$776	SL	5.000000000000	$227	$227
NEW AIR CONDITIONER	2020-12-04	$2,950	$1,967	SL	5.000000000000	$590	$590
FURNITURE/FIXTURES - TV	2021-08-24	$2,204	$1,139	SL	5.000000000000	$441	$441
FURNITURE/FIXTURES - SECURITY	2021-08-16	$4,500	$2,325	SL	5.000000000000	$900	$900
MAJOR LANDSCAPING - MS LANDSCAPING	2021-08-04	$2,548	$453	SL	15.000000000000	$170	$170
MAJOR LANDSCAPING - PLANTS/IRRIGATION	2021-09-23	$2,231	$372	SL	15.000000000000	$149	$149
ATTIC INSULATION	2023-03-14	$10,430	$411	SL	27.500000000000	$379	$379
AIR COMPRESSOR FOR SHOP	2020-07-23	$1,562	$1,144	SL	5.000000000000	$312	$0
NEW COMPUTER (BB) - DESKTOP	2020-08-27	$3,560	$2,551	SL	5.000000000000	$712	$0
NEW COMPUTER - LAPTOP	2020-08-27	$3,021	$2,164	SL	5.000000000000	$604	$0
NEW COMPUTER	2021-01-15	$945	$614	SL	5.000000000000	$189	$0
100 FT SEWER CAMERA	2021-03-26	$1,293	$777	SL	5.000000000000	$259	$0
ELECTRIC EEL SNAKE KIT	2021-03-26	$2,585	$1,551	SL	5.000000000000	$517	$0
PC LAPTOP	2021-06-01	$4,238	$2,402	SL	5.000000000000	$848	$0
FILE CABINET	2021-08-04	$601	$229	SL	7.000000000000	$86	$0
LENOVO PC	2021-09-23	$2,355	$1,178	SL	5.000000000000	$471	$0
JACK HAMMER	2021-09-23	$299	$150	SL	5.000000000000	$60	$0
TABLET (NCB)	2022-06-27	$1,572	$550	SL	5.000000000000	$314	$0
COMPUTER (BRAD)	2022-10-27	$2,940	$833	SL	5.000000000000	$588	$0
LAND IMPROVEMENTS - FENCING	2024-03-31	$719,573		SL	15.000000000000	$47,972	$47,972
DRAPERIES	2023-11-17	$17,932	$854	SL	7.000000000000	$2,562	$2,562
WASHER & DRYER	2024-04-01	$4,012		SL	7.000000000000	$573	$573
WASHER & DRYER	2024-02-20	$2,741	$33	SL	7.000000000000	$392	$392
CARPORT LIGHTING	2023-07-07	$6,683	$1,002	SL	5.000000000000	$1,337	$1,337
DISHWASHER	2023-07-07	$2,102	$225	SL	7.000000000000	$300	$300
SOLATUBES	2024-03-21	$2,961		SL	27.500000000000	$108	$108
COMPUTER/MONITOR/PRINTER (BRAD)	2023-06-27	$4,882	$732	SL	5.000000000000	$976	$0
AIR FRESHENERS (OFFICE)	2023-06-27	$1,500	$225	SL	5.000000000000	$300	$0
DESKTOP COMPUTER (NCB)	2023-09-18	$1,164	$116	SL	5.000000000000	$233	$0
PRINTER (JENNA)	2023-09-18	$1,385	$139	SL	5.000000000000	$277	$0
MONITORS & SPEAKERS (NCB)	2023-11-20	$1,007	$67	SL	5.000000000000	$201	$0
PRINTER (JENNA)	2023-11-20	$631	$42	SL	5.000000000000	$126	$0
PRINTER (NCB)	2024-02-20	$524	$9	SL	5.000000000000	$105	$0
FILE CABINET (JARED)	2024-03-25	$611		SL	7.000000000000	$87	$0
LAPTOP (ANNA)	2024-03-25	$860		SL	5.000000000000	$172	$0
2024 GMC YUKON DENALI	2024-01-26	$116,368	$3,879	SL	5.000000000000	$23,274	$0
SHED - WATER WELL #14	2024-03-31	$25,058		SL	15.000000000000	$1,671	$1,671
BEACH WELL - ADDITIONAL COST	2024-03-31	$7,357		SL	15.000000000000	$490	$490
REVERSE OSMOSIS SYSTEM	2023-08-20	$87,021	$7,252	SL	7.000000000000	$12,432	$12,432
ADOBE- MAJOR LANDSCAPING	2024-05-05	$2,546		SL	15.000000000000	$156	$156
RED MOUNTAIN FIRE SYSTEM	2024-11-15	$249,905		SL	20.000000000000	$5,206	$5,206
ROOF/TILE	2024-04-03	$670		SL	27.500000000000	$24	$24
CAMERAS FOR RED MOUNTAIN FIRE SYSTEM	2024-08-22	$5,511		SL	7.000000000000	$459	$459
NEW DRIVEWAY BEHIND ORCHARD	2025-02-07	$75,268		SL	15.000000000000	$836	$836
NEW CIRCUIT BREAKERS	2024-11-13	$5,295		SL	7.000000000000	$315	$315
CEMENT WASH TO CONTROL WATER DRAINAGE	2025-03-31	$174,580		SL	15.000000000000	$0	$0
CHAIN LINK FENCE ON ANDORRA (DEPOSIT)	2025-03-31	$15,673		NC	15.000000000000	$0	$0
SOLAR SHADE	2024-04-12	$3,159		SL	7.000000000000	$451	$451
TRIM HALLWAYS/SOLID ROCK CONSTR	2024-07-11	$6,052		SL	7.000000000000	$648	$648
COPIER/PRINTER FOR OFFICE	2024-04-03	$6,903		SL	5.000000000000	$1,381	$0
COMPUTER (JENNA)	2024-07-03	$6,390		SL	5.000000000000	$959	$0
COMPUTER (BRETT)	2024-09-23	$2,847		SL	5.000000000000	$285	$0
NEW ROOF	2024-04-03	$92,885		SL	27.500000000000	$3,378	$3,378
FENCING	2025-03-31	$720,196		SL	15.000000000000	$0	$0
RED MOUNTAIN FIRE SYSTEM EQUIPMENT	2024-11-25	$35,772		SL	7.000000000000	$1,703	$1,703
NEW SEPTIC TANK	2025-02-04	$63,134		SL	7.000000000000	$1,503	$1,503
MAJOR LANDSCAPE	2024-08-22	$6,741		SL	15.000000000000	$262	$262
HOT WATER (TANKLESS) HEATER	2024-08-14	$13,563		SL	7.000000000000	$1,292	$1,292
PACK BLOWER	2024-02-08	$750	$25	SL	5.000000000000	$150	$0
CHAINSAW	2024-02-08	$403	$13	SL	5.000000000000	$81	$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	COMMON AND PREFERRED STOCK	StockNm
EOY Book Value	$21,148,616	EOYBookValueAmt
EOYFMV	$19,841,251	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$49,789,051	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$105,889,106	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (357 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	$285,601	$2,616
FENCING	$4,660	$4,056	$604
IMPROVEMENTS TO RED MTN	$8,977	$6,439	$2,538
FENCING	$10,640	$6,869	$3,771
WATERFALL/FOUNTAIN	$519	$519	$0
FENCING & GATE	$1,352	$849	$503
TAYLOR RANCH ROAD	$54,971	$34,150	$20,821
IMPROVEMENTS	$8,473	$5,236	$3,237
WATER WELLS	$705,927	$312,242	$393,685
IMPROVEMENTS	$71,588	$44,251	$27,337
LAND IMPROVEMENTS	$241,475	$241,471	$4
LAND IMPROVEMENTS	$73,136	$73,136	$0
LAND IMPROVEMENTS	$194,107	$194,100	$7
LAND IMPROVEMENTS	$104,403	$104,400	$3
ROOF	$21,165	$12,897	$8,268
WATER WELLS	$268,770	$103,380	$165,390
LAND - MAIN HOUSE	$350,000	$0	$350,000
BUILDING - MAIN HOUSE	$475,000	$475,000	$0
BUILT-IN MICROWAVE	$453	$436	$17
HARDWOOD FLOORS	$2,900	$2,722	$178
FURNACE	$1,864	$1,428	$436
HOUSE RENOVATION	$170,010	$126,731	$43,279
WATER HEATER	$685	$685	$0
BATHROOM AND KITCHEN	$1,257	$935	$322
AIR CONDITIONING	$1,323	$1,323	$0
APPLIANCES	$5,125	$5,125	$0
DISHWASHER	$1,121	$1,121	$0
IMPROVEMENTS	$600	$394	$206
IMPROVEMENTS	$6,880	$4,375	$2,505
ROOF AND RAFTERS	$35,778	$22,551	$13,227
AWNINGS	$2,077	$2,077	$0
LAND - MUSIC STUDIO	$275,000	$0	$275,000
BUILDING - MUSIC STUDIO	$275,000	$275,000	$0
IMPROVEMENTS	$65,537	$65,135	$402
WATER SOFTENER	$850	$640	$210
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	$839	$416
IMPROVEMENTS	$600	$375	$225
WINDOWS	$26,289	$16,411	$9,878
IMPROVEMENTS	$12,426	$7,722	$4,704
GATE	$4,155	$2,617	$1,538
IMPROVEMENTS	$200,621	$117,936	$82,685
IMPROVEMENTS - LAND	$69,292	$69,286	$6
FURNITURE	$1,473	$1,470	$3
FURNITURE	$539	$539	$0
FURNITURE	$1,036	$1,036	$0
FURNITURE	$2,157	$2,157	$0
FURNITURE	$894	$894	$0
FURNITURE	$534	$534	$0
FURNITURE	$2,901	$2,901	$0
FURNITURE	$1,985	$1,985	$0
IMPROVEMENTS - LANDSCAPING	$50,303	$50,303	$0
LAND - HOUSE/OFFICE/LOT	$275,000	$0	$275,000
OFFICE - HOUSE/OFFICE/LOT	$45,600	$34,193	$11,407
FLOURESCENT LIGHTS	$2,747	$2,747	$0
LEASEHOLD IMPROVEMENTS	$18,947	$17,627	$1,320
LEASEHOLD IMPROVEMENTS	$10,184	$9,096	$1,088
LEASEHOLD IMPROVEMENTS	$41,751	$35,800	$5,951
WATER HEATER	$521	$521	$0
CONSTRUCTION IN PROGRESS	$156,692	$114,435	$42,257
CONSTRUCTION IN PROGRESS	$454,814	$332,158	$122,656
WATER SOFTENER	$1,175	$1,175	$0
CAMERA	$1,925	$1,925	$0
NEW GATE	$6,132	$6,132	$0
ROSE GARDEN	$7,168	$7,168	$0
MAIL BOXES	$1,387	$1,387	$0
PARKING AREA	$28,003	$19,088	$8,915
STORAGE UNIT IN BACK	$71,808	$47,433	$24,375
STORAGE UNIT	$21,853	$14,310	$7,543
IMPROVEMENTS	$12,150	$7,882	$4,268
IMPROVEMENTS	$2,918	$1,873	$1,045
VARIOUS OFFICE PRODUCTS	$12,575	$12,575	$0
LAND - STABLES/LOT	$290,000	$0	$290,000
STABLES - STABLES/LOT	$10,000	$9,919	$81
CAR PORT	$2,919	$2,897	$22
MOTION SEC LIGHTS & LABOR	$801	$798	$3
SHELVES/SHOP	$354	$354	$0
CONCRETE SLAB	$860	$853	$7
CONCRETE SLAB	$4,088	$3,911	$177
CEMENT WALL	$764	$716	$48
ROOF	$15,560	$11,839	$3,721
NEW BARN ADDITION	$63,980	$44,795	$19,185
ADD NEW BARN ADDITION	$131,673	$86,583	$45,090
IMPROVEMENTS	$4,903	$3,189	$1,714
CARPORT LIGHTS & MONITOR	$1,592	$1,034	$558
IMPROVEMENTS - CANYON	$17,068	$10,919	$6,149
IMPROVEMENTS	$1,524	$963	$561
BUILDING	$46,538	$25,380	$21,158
VACANT LOT	$300,000	$0	$300,000
VACANT LOT	$300,000	$0	$300,000
FENCE	$2,995	$2,995	$0
HOUSE - LCL RENTAL	$144,400	$144,400	$0
REFRIGERATOR	$600	$600	$0
REPAIRS, CLEANING, PAINT	$33,296	$25,633	$7,663
DISHWASHER	$544	$544	$0
OVEN STOVE TOP	$818	$818	$0
WASHER - DRYER	$740	$740	$0
BLINDS	$3,049	$3,049	$0
POND	$718	$718	$0
WATER SOFTENER	$2,575	$2,575	$0
ELECTRICAL WORK	$1,000	$1,000	$0
TIMBERMILL STORAGE BARN	$2,499	$1,881	$618
NEW WIRING	$1,156	$805	$351
NEW TILE	$5,866	$4,136	$1,730
LIGHTS	$2,323	$1,540	$783
CROWN MOLDING	$1,052	$694	$358
ELECTRICAL BOX AND WIRING	$2,141	$1,404	$737
IMPROVEMENTS	$635	$408	$227
OUTDOOR ELECTRICAL PANEL	$3,883	$2,468	$1,415
WASHER AND DRYER	$3,726	$3,726	$0
IMPROVEMENTS	$293,820	$176,286	$117,534
IMPROVEMENTS	$222,218	$131,316	$90,902
IMPROVEMENTS	$17,177	$10,000	$7,177
LCL REMODEL	$12,250	$6,675	$5,575
LAND - WELTY PROPERTY	$4,503,679	$0	$4,503,679
IMPROVEMENTS '10	$37,660	$19,508	$18,152
IMPROVEMENTS '10	$11,531	$6,180	$5,351
FURNITURE	$3,445	$3,445	$0
SECURITY SYSTEM	$1,646	$1,646	$0
WOOD FLOORING FOR OFFICE	$29,147	$10,953	$18,194
NEW AIR CONDITIONING UNIT	$8,843	$2,737	$6,106
SECURITY SYSTEM	$549	$549	$0
NEW STORAGE SHED	$90,310	$34,482	$55,828
LAUNDRY ROOM - NEW FLOORING	$4,535	$1,402	$3,133
NEW STORAGE BUILDING	$105,527	$32,615	$72,912
WATER WELLS #4	$111,533	$104,104	$7,429
REVERSE OSMOSIS SYSTEM	$298,606	$298,606	$0
IMPROVEMENTS '10	$286,334	$156,180	$130,154
IMPROVEMENTS '10	$205,383	$112,020	$93,363
FURNISHINGS	$51,593	$51,593	$0
IMPROVEMENTS	$61,490	$30,000	$31,490
WATER WELLS	$326,302	$282,789	$43,513
REVERSE OSMOSIS SYSTEM	$123,149	$123,149	$0
FURNISHINGS	$2,379	$2,379	$0
FURNISHINGS	$8,571	$8,568	$3
STORAGE BUILDING	$3,397	$1,736	$1,661
LAND IMPROVEMENTS	$194,829	$178,598	$16,231
FURNISHINGS	$9,476	$9,476	$0
IMPROVEMENTS	$17,072	$7,866	$9,206
DEHUMIDIFIER	$1,669	$1,669	$0
FURNISHINGS	$28,954	$28,954	$0
PICTURE FRAMES	$8,000	$8,000	$0
STORAGE BUILDING	$10,300	$4,687	$5,613
WATER WELLS	$458,685	$366,948	$91,737
REVERSE OSMOSIS SYSTEM IMPROVEMENT	$4,204	$4,204	$0
IMPROVEMENTS	$1,260	$552	$708
WATER WELLS	$115,035	$92,028	$23,007
IMRPOVEMENTS - PALM TREES	$9,586	$3,955	$5,631
BACKPACK SPRAYERS	$23,762	$23,762	$0
WATER WELLS	$285,236	$209,176	$76,060
REVERSE OSMOSIS SYSTEM	$309,274	$309,274	$0
PLUMBING ADOBE	$6,955	$4,717	$2,238
IMPROVEMENTS - LANDSCAPING	$1,923	$1,408	$515
FURNISHINGS	$14,542	$14,539	$3
FURNISHINGS	$11,410	$11,410	$0
FURNISHINGS	$3,931	$3,931	$0
FURNISHINGS	$975	$975	$0
IMPROVEMENTS - LANDSCAPING	$34,322	$24,405	$9,917
CONFERENCE TABLE ADOBE	$1,944	$1,944	$0
IMPROVEMENTS	$160,913	$62,411	$98,502
IMPROVEMENTS	$64,684	$24,696	$39,988
CONVENTION OVEN	$5,456	$5,456	$0
GARAGE DOOR	$3,248	$3,248	$0
DISHWASHER	$2,232	$2,232	$0
DRAPERIES & UPHOLESTRY	$18,694	$18,694	$0
IMPROVEMENTS	$151,692	$59,297	$92,395
MONITORING WATER WELLS (3)	$297,326	$206,479	$90,847
REVERSE OSMOSIS EQUIPMENT	$1,033,770	$1,033,770	$0
WATER WELL	$270,192	$27,019	$243,173
WATER WELL	$337,360	$33,736	$303,624
REBUILDING ORIGINAL WATER WELL	$123,825	$12,383	$111,442
REMODEL	$147,853	$43,008	$104,845
FURNISHINGS	$83,703	$83,703	$0
IMPROVEMENTS - TREES	$4,387	$1,493	$2,894
WATER EQUIPMENT	$13,299	$13,299	$0
LAUNDRY ROOM	$6,110	$6,110	$0
DRAPERIES & UPHOLESTRY	$26,506	$26,506	$0
LAUNDRY ROOM	$31,093	$9,802	$21,291
WATER WELLS	$69,968	$46,261	$23,707
REVERSE OSMOSIS SYSTEM	$16,072	$16,072	$0
CABINET	$2,250	$2,247	$3
TABLES & PANELS	$6,938	$6,938	$0
BOOKCASE	$2,500	$2,500	$0
WATER WELLS	$57,693	$38,140	$19,553
WATER WELLS	$158,450	$98,588	$59,862
WATER WELLS	$151,820	$93,619	$58,201
WATER WELLS	$127,928	$76,761	$51,167
GARAGE	$74,976	$24,534	$50,442
WATER EQUIPMENT	$8,852	$8,852	$0
WATER EQUIPMENT	$5,591	$5,591	$0
GARAGE	$694,175	$191,426	$502,749
TREES	$364	$113	$251
LANDSCAPING	$3,920	$1,227	$2,693
BEDROOM WING REMODEL	$268,628	$78,144	$190,484
LANDSCAPING	$4,944	$1,530	$3,414
LANDSCAPING	$2,575	$799	$1,776
LANDSCAPING	$5,785	$1,750	$4,035
LANDSCAPING	$1,949	$586	$1,363
TUBE TELEMETRY WITH HYDROVU	$5,354	$5,354	$0
CAMERA	$868	$868	$0
BRINE PROJECT	$131,039	$38,120	$92,919
WATER WELL #1	$6,358	$3,604	$2,754
WATER WELL #2	$6,358	$3,604	$2,754
WATER WELL #3	$3,143	$1,872	$1,271
WATER WELL #4	$6,358	$3,604	$2,754
WATER WELL #5	$17,387	$9,562	$7,825
WATER WELL #6	$6,358	$3,604	$2,754
WATER WELL #7	$6,358	$3,604	$2,754
WATER WELL #8	$6,358	$3,604	$2,754
WATER WELL #9	$3,295	$1,870	$1,425
WATER WELL #10	$3,295	$1,870	$1,425
WATER WELL #11	$71,757	$39,867	$31,890
WATER WELL #12	$61,679	$34,267	$27,412
WATER WELL #13	$132,288	$70,552	$61,736
BEACH WELL	$179,956	$95,976	$83,980
LANDSCAPING	$1,762	$995	$767
WASHER & DRYER	$5,043	$5,040	$3
STEREO, SPEAKERS, BASE STATION	$1,455	$1,455	$0
RUG	$2,360	$2,360	$0
RUG	$1,799	$1,799	$0
HAY BARN	$16,718	$4,408	$12,310
ADOBE / GARAGE	$15,357	$4,232	$11,125
BURMA SUMP FILLED	$21,745	$6,328	$15,417
LANDSCAPING	$8,719	$2,510	$6,209
ROAD	$16,148	$4,354	$11,794
WATER WELL	$889,636	$88,964	$800,672
STORAGE CONTAINERS	$3,004	$3,004	$0
BEDROOM REMODEL	$228,550	$63,025	$165,525
IMPROVEMENTS	$87,021	$24,785	$62,236
LANDSCAPING	$14,112	$3,762	$10,350
ROOMS REMODEL	$27,405	$7,145	$20,260
LANDSCAPING	$12,069	$5,836	$6,233
LAND IMPROVEMENTS	$321,594	$89,654	$231,940
WINDOW SHADES	$1,963	$1,963	$0
FENCING HILLSIDE	$20,532	$11,636	$8,896
LANDSCAPING	$311,849	$85,995	$225,854
LANDSCAPING - WATER WELL #1	$122,307	$57,078	$65,229
LANDSCAPING - WATER WELL #2	$214,265	$99,988	$114,277
IMPROVEMENTS	$26,703	$6,959	$19,744
CARPORT ROOF	$14,711	$1,382	$13,329
REBUILDING ORIGINAL WATER WELL	$44,083	$4,408	$39,675
WATER WELL #2	$107,422	$10,742	$96,680
WATER WELLS	$8,656	$4,039	$4,617
PEPPER TREES	$1,438	$232	$1,206
EV CHARGING STATION	$4,185	$355	$3,830
NEW ROOF ON CARPORT	$11,670	$424	$11,246
REVERSE OSMOSIS EQUIPMENT	$91,656	$91,656	$0
TAYLOR RANCH REMODEL/GARAGE	$627,795	$136,974	$490,821
FENCING	$7,896	$3,156	$4,740
HAY BARN	$364,269	$56,296	$307,973
FENCE	$5,600	$2,238	$3,362
EXTERIOR LIGHTING	$5,200	$5,077	$123
STORAGE CONTAINERS	$2,518	$2,160	$358
DOUBLE OVEN	$2,241	$2,241	$0
ROOF	$4,188	$925	$3,263
PATIO STORAGE STRUCTURE	$3,681	$3,594	$87
LIGHT FIXTURE	$2,668	$2,508	$160
STORAGE CONTAINERS	$2,518	$2,160	$358
CUSTOM STORAGE CONTAINERS	$17,786	$15,246	$2,540
STORAGE CONTAINERS	$10,498	$9,375	$1,123
WOOD FLOORING	$9,648	$2,398	$7,250
WOODEN STORAGE BOX	$2,518	$2,160	$358
WATER HEATER	$4,408	$3,937	$471
CARRIAGE HOUSE	$1,766,977	$385,524	$1,381,453
ADOBE / GARAGE	$718,157	$132,751	$585,406
CARRIAGE HOUSE / MS LOT	$4,511	$929	$3,582
VAPOR BARRIER & CRAWL SPACE	$15,972	$3,389	$12,583
WATER SOFTENER	$1,550	$308	$1,242
FURNISHINGS FOR MS	$1,515	$1,116	$399
HOT WATER HEATER	$5,853	$5,016	$837
WATER WELL #4	$570,358	$76,048	$494,310
K-RAIL FENCE/FLOOD PROTECTION	$11,194	$4,476	$6,718
ADOBE GARAGE, ELECTRIC WIRING	$87,307	$13,494	$73,813
ADOBE LANDSCAPING	$111,304	$31,535	$79,769
WELTY ROAD IMPROVEMENTS	$49,576	$12,945	$36,631
SPEAKERS AND AMPS	$1,137	$1,003	$134
SECURITY CAMERAS	$2,400	$2,000	$400
COMPUTER FOR PUMP BUILDING	$1,756	$1,463	$293
ROLL-UP DOORS ON BARN	$6,863	$1,104	$5,759
ADDITIONAL WORK ON BARN	$9,785	$1,543	$8,242
WATER WELL #14	$1,013,191	$135,092	$878,099
BEACH WELL #2	$355,496	$47,400	$308,096
LANDSCAPING - PLANTS	$836	$201	$635
CAMERAS/MOTION SENSORS	$900	$675	$225
ATV	$24,167	$15,305	$8,862
SPRAYER - WEEDS	$4,924	$3,119	$1,805
LAND IMPROVEMENTS - FENCING	$245,737	$32,764	$212,973
LAND IMPROVEMENTS - CATCH BASIN	$85,389	$11,386	$74,003
LAND IMPROVEMENTS - DRAINAGE	$84,281	$11,238	$73,043
WATER WELL #2 AND BEACH WELL #2 - ADDITIONAL COST	$570,313	$76,042	$494,271
WATER HEATER	$3,428	$1,429	$1,999
STABLES/LOT/CARPORT - TREES PLANTED	$2,122	$541	$1,581
LANDSCAPING - PLANTS	$3,609	$662	$2,947
LANDSCAPING - PEPPER TREES	$1,438	$232	$1,206
LAND IMPROVEMENTS - CATCH BASIN	$654,190	$87,226	$566,964
LAND IMPROVEMENTS - FENCING	$725,660	$96,754	$628,906
WATER WELL #14	$119,081	$15,878	$103,203
REFRIGERATOR	$10,099	$8,297	$1,802
COOKTOP	$2,324	$1,798	$526
BEACH WELL	$11,989	$1,598	$10,391
PRESSURE REGULATOR	$1,346	$560	$786
DRYER	$1,440	$446	$994
WATER WELL #1	$397,926	$39,792	$358,134
WATER WELL #2	$399,576	$39,957	$359,619
WATER WELL #1	$151,558	$15,156	$136,402
WATER WELL #2	$151,558	$15,156	$136,402
WATER WELL #1	$41,473	$4,147	$37,326
WATER WELL #2	$38,075	$3,807	$34,268
WATER WELL #1	$50,670	$5,067	$45,603
WATER WELL #2	$50,670	$5,067	$45,603
SANTA BARBARA WATER WELL #1 - ADDITIONAL COST	$8,446	$845	$7,601
SANTA BARBARA WATER WELL #2 - ADDITIONAL COST	$12,060	$1,206	$10,854
SANTA BARBARA WATER WELL #1 - ADDITIONAL COST	$124,947	$8,330	$116,617
SANTA BARBARA WATER WELL #2 - ADDITIONAL COST	$112,565	$7,504	$105,061
MAJOR LANDSCAPING	$22,152	$985	$21,167
ANDORRA WELL #1 (MAPPING, FIELD SERVICES)	$45,464	$0	$45,464
ANDORRA WELL #2 (MAPPING, FIELD SERVICES)	$45,464	$0	$45,464
SPEAKERS AND AMPS	$1,137	$1,003	$134
NEW AIR CONDITIONER	$2,950	$2,557	$393
FURNITURE/FIXTURES - TV	$2,204	$1,580	$624
FURNITURE/FIXTURES - SECURITY	$4,500	$3,225	$1,275
MAJOR LANDSCAPING - MS LANDSCAPING	$2,548	$623	$1,925
MAJOR LANDSCAPING - PLANTS/IRRIGATION	$2,231	$521	$1,710
ATTIC INSULATION	$10,430	$790	$9,640
LAND IMPROVEMENTS - FENCING	$719,573	$47,972	$671,601
DRAPERIES	$17,932	$3,416	$14,516
WASHER & DRYER	$4,012	$573	$3,439
WASHER & DRYER	$2,741	$425	$2,316
CARPORT LIGHTING	$6,683	$2,339	$4,344
DISHWASHER	$2,102	$525	$1,577
SOLATUBES	$2,961	$108	$2,853
SHED - WATER WELL #14	$25,058	$1,671	$23,387
BEACH WELL - ADDITIONAL COST	$7,357	$490	$6,867
REVERSE OSMOSIS SYSTEM	$87,021	$19,684	$67,337
ADOBE- MAJOR LANDSCAPING	$2,546	$156	$2,390
RED MOUNTAIN FIRE SYSTEM	$249,905	$5,206	$244,699
ROOF/TILE	$670	$24	$646
CAMERAS FOR RED MOUNTAIN FIRE SYSTEM	$5,511	$459	$5,052
NEW DRIVEWAY BEHIND ORCHARD	$75,268	$836	$74,432
NEW CIRCUIT BREAKERS	$5,295	$315	$4,980
CEMENT WASH TO CONTROL WATER DRAINAGE	$174,580	$0	$174,580
CHAIN LINK FENCE ON ANDORRA (DEPOSIT)	$15,673	$0	$15,673
SOLAR SHADE	$3,159	$451	$2,708
TRIM HALLWAYS/SOLID ROCK CONSTR	$6,052	$648	$5,404
NEW ROOF	$92,885	$3,378	$89,507
FENCING	$720,196	$0	$720,196
RED MOUNTAIN FIRE SYSTEM EQUIPMENT	$35,772	$1,703	$34,069
NEW SEPTIC TANK	$63,134	$1,503	$61,631
MAJOR LANDSCAPE	$6,741	$262	$6,479
HOT WATER (TANKLESS) HEATER	$13,563	$1,292	$12,271

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	$14,554,670	$14,679,588

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (117 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	$1,406	$691	$691
PAPER SHREDDER	$140	$140	$0	$0
PERIMETER GATE SYSTEM	$4,145	$4,145	$0	$0
PERIMETER POWER SUPPLY	$888	$888	$0	$0
LOG CUTTER	$635	$635	$0	$0
PHONE SYSTEM	$180	$180	$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
TREES	$2,539	$2,535	$4	$4
2008 CHEVY SILVERADO 3500	$48,735	$48,735	$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
DESK W/SHELVING CREDENZAS	$8,500	$8,500	$0	$0
SHELVING FOR OFFICE	$11,451	$11,451	$0	$0
OFFICE BACKGROUND M	$817	$817	$0	$0
LEAF BLOWER	$533	$533	$0	$0
CONFERENCE ROOM FURNITURE	$4,307	$4,307	$0	$0
OFFICE FURNISHINGS	$4,261	$4,261	$0	$0
CHEVROLET SILVERADO	$46,997	$46,997	$0	$0
TEX TRAILER	$2,153	$2,153	$0	$0
PROJECTOR	$640	$640	$0	$0
HEDGE TRIMMER	$640	$640	$0	$0
OFFICE CHAIRS	$1,752	$1,752	$0	$0
LIFT GATE/2011 CHEVY SILVERADO	$4,671	$4,671	$0	$0
FURNISHINGS - CONFERENCE ROOM	$9,148	$9,148	$0	$0
OFFICE CHAIRS - CONFERENCE ROOM	$3,504	$3,504	$0	$0
FURNISHINGS - CONFERENCE ROOM	$26,649	$26,649	$0	$0
SECURITY CAMERA	$962	$962	$0	$0
CAMERA	$7,346	$7,346	$0	$0
TABLE SAW	$2,722	$2,722	$0	$0
WELDING MACHINE	$4,478	$4,478	$0	$0
FILE CABINET	$1,005	$1,005	$0	$0
TABLES - OFFICE	$11,637	$11,637	$0	$0
FURNITURE	$15,952	$15,952	$0	$0
FURNITURE	$10,759	$10,759	$0	$0
PICTURE FRAMES	$8,000	$8,000	$0	$0
DISCOVERY COMPUTER	$4,116	$4,116	$0	$0
PICTURE FRAMES	$4,536	$4,536	$0	$0
PICTURE FRAMES	$2,406	$2,406	$0	$0
TABLES & CABINETS - OFFICE	$6,048	$6,048	$0	$0
OFFICE CHAIRS - OFFICE	$3,689	$3,689	$0	$0
OFFICE CHAIRS - OFFICE	$3,328	$3,325	$3	$3
FILTRATION EQUIPMENT	$714	$714	$0	$0
HP 500 PRINTER	$1,000	$1,000	$0	$0
HP COPIER	$6,210	$6,210	$0	$0
APPLE IPAD	$1,006	$1,006	$0	$0
NIKON CAMERA EQUIPMENT	$1,897	$1,897	$0	$0
APPLE TABLETS (2)	$2,020	$2,020	$0	$0
APPLE IPAD	$1,006	$1,006	$0	$0
APPLE IPAD	$898	$898	$0	$0
OFFICE FURNITURE SHELVING	$6,602	$6,602	$0	$0
FILING CABINET	$15,751	$15,751	$0	$0
FILTRATION EQUIPMENT	$10,089	$10,089	$0	$0
FURNISHINGS	$951	$951	$0	$0
FURNISHINGS	$1,800	$1,800	$0	$0
FURNISHINGS	$1,440	$1,440	$0	$0
FURNISHINGS	$1,435	$1,435	$0	$0
FIRE ALARMS	$1,599	$1,599	$0	$0
WEED EATER	$725	$725	$0	$0
TWO SMALL LATOPS (OFFICE)	$4,648	$4,648	$0	$0
HP COLORJET PRINTER	$3,027	$3,027	$0	$0
2016 FOR F-250 TRUCK	$64,396	$64,396	$0	$0
CONFERENCE ROOM CHAIRS (10)	$28,187	$28,187	$0	$0
MODIFICATIONS TO 2016 F-250 TRUCK	$30,038	$30,038	$0	$0
COMPUTER (BRETT)	$3,694	$3,694	$0	$0
COMPUTER (JARED)	$3,491	$3,491	$0	$0
COMPUTER (OFFICE)	$8,415	$8,415	$0	$0
PRINTER (BRETT)	$463	$463	$0	$0
PRINTER (JENNY)	$593	$593	$0	$0
COMPUTER (JARED)	$2,730	$2,730	$0	$0
HEDGE TRIMMER	$544	$544	$0	$0
COMPUTER MONITOR (NCB)	$599	$599	$0	$0
GENERATOR	$1,098	$1,098	$0	$0
LAPTOP COMPUTER (BRAD)	$2,777	$2,777	$0	$0
WOODEN STORAGE BOX	$4,558	$3,906	$652	$652
TOMMY GATE FOR SILVERADO	$6,555	$6,555	$0	$0
COPIER / PRINTER	$8,524	$8,524	$0	$0
A/C CONDENSER SYSTEM	$6,377	$1,315	$5,062	$5,062
COMPUTER (JARED)	$5,296	$5,296	$0	$0
REFRIGERATOR	$2,792	$2,792	$0	$0
APPLE IPAD - SB	$921	$921	$0	$0
APPLE IPAD - AV	$1,094	$1,094	$0	$0
PRINTER - SH	$489	$489	$0	$0
COMPUTER - SH	$1,782	$1,782	$0	$0
NEW COMPUTER (JB)	$4,968	$4,804	$164	$164
NEW COMPUTER (NB)	$3,509	$3,276	$233	$233
AIR COMPRESSOR FOR SHOP	$1,562	$1,456	$106	$106
NEW COMPUTER (BB) - DESKTOP	$3,560	$3,263	$297	$297
NEW COMPUTER - LAPTOP	$3,021	$2,768	$253	$253
NEW COMPUTER	$945	$803	$142	$142
100 FT SEWER CAMERA	$1,293	$1,036	$257	$257
ELECTRIC EEL SNAKE KIT	$2,585	$2,068	$517	$517
PC LAPTOP	$4,238	$3,250	$988	$988
FILE CABINET	$601	$315	$286	$286
LENOVO PC	$2,355	$1,649	$706	$706
JACK HAMMER	$299	$210	$89	$89
TABLET (NCB)	$1,572	$864	$708	$708
COMPUTER (BRAD)	$2,940	$1,421	$1,519	$1,519
COMPUTER/MONITOR/PRINTER (BRAD)	$4,882	$1,708	$3,174	$3,174
AIR FRESHENERS (OFFICE)	$1,500	$525	$975	$975
DESKTOP COMPUTER (NCB)	$1,164	$349	$815	$815
PRINTER (JENNA)	$1,385	$416	$969	$969
MONITORS & SPEAKERS (NCB)	$1,007	$268	$739	$739
PRINTER (JENNA)	$631	$168	$463	$463
PRINTER (NCB)	$524	$114	$410	$410
FILE CABINET (JARED)	$611	$87	$524	$524
LAPTOP (ANNA)	$860	$172	$688	$688
2024 GMC YUKON DENALI	$116,368	$27,153	$89,215	$89,215
COPIER/PRINTER FOR OFFICE	$6,903	$1,381	$5,522	$5,522
COMPUTER (JENNA)	$6,390	$959	$5,431	$5,431
COMPUTER (BRETT)	$2,847	$285	$2,562	$2,562
PACK BLOWER	$750	$175	$575	$575
CHAINSAW	$403	$94	$309	$309

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL	CategoryTxt
Legal Fees	$24,585	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$24,585	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GARDEN AND GROUNDS	$264,571	$0	$264,571
REPAIRS AND MAINTENANCE	$88,657	$0	$88,657
MISCELLANEOUS	$9,951	$0	$9,951
UTILITIES	$31,138	$0	$31,138
AUTO EXPENSE	$62,552	$0	$62,552
INSURANCE - GENERAL AND LIABILITY	$79,745	$0	$79,745
OFFICE SUPPLIES	$45,230	$0	$45,230
DUES	$46,791	$0	$46,791
RENTAL EXPENSES	$5,628,683	$5,628,683	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	PERCENTAGE DEPLETION IN EXCESS OF COST	Desc
Amt	$2,039,950	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES - UNION BANK	$792	$792	$0
INVESTMENT FEES - WELLS FARGO	$267,853	$267,853	$0
INVESTMENT FEES - MELLON BK	$49,741	$49,741	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$170,362	$117,300	$53,062
TAXES - OFFICE	$825	$0	$825
TAXES - MAINTENANCE BUILDING	$5,231	$0	$5,231
EXCISE TAX	$700,000	$0	$0