Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 04-01-2015 , and ending 03-31-2016
Name of foundation
THE WOOD-CLAEYSSENS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 30586
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA BARBARA, CA931300586
A Employer identification number

32-0341358
B Telephone number (see instructions)

(805) 966-0543
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$134,787,492J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 357,700
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 344 344  
4 Dividends and interest from securities... 2,342,181 2,342,181  
5a Gross rents............ 13,655,976 13,655,976  
b Net rental income or (loss) 5,216,503
6a Net gain or (loss) from sale of assets not on line 10 1,394,620
b Gross sales price for all assets on line 6a 90,975,975
7 Capital gain net income (from Part IV, line 2)... 1,394,620
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 17,750,821 17,393,121  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,077,486 680,230   397,256
14 Other employee salaries and wages...... 433,045 196,318   236,727
15 Pension plans, employee benefits....... 257,779 149,125   108,654
16a Legal fees (attach schedule)......... Click to see attachment 21,536 0   21,536
b Accounting fees (attach schedule)....... Click to see attachment 47,685 23,843   23,842
c Other professional fees (attach schedule).... Click to see attachment 245,383 245,383   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 289,954 53,007   36,947
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,831,688 2,731,792  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,032 0   1,032
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,115,859 5,751,234   364,625
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,321,447 9,830,932   1,190,619
25 Contributions, gifts, grants paid....... 15,330,229 15,330,229
26 Total expenses and disbursements. Add lines 24 and 25 26,651,676 9,830,932   16,520,848
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,900,855
b Net investment income (if negative, enter -0-) 7,562,189
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 200    
2 Savings and temporary cash investments......... 5,254,329 5,204,503 5,204,503
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 36,868,730 Click to see attachment39,031,475 54,484,651
c Investments—corporate bonds (attach schedule)....... 62,435,415 Click to see attachment46,642,295 46,291,766
11 Investments—land, buildings, and equipment: basis bullet27,616,344
Less: accumulated depreciation (attach schedule) bullet3,903,048 18,183,770 Click to see attachment23,713,296 27,143,025
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 231,768 Click to see attachment1,460,694 1,538,769
14 Land, buildings, and equipment: basis bullet620,235
Less: accumulated depreciation (attach schedule) bullet515,131 128,598 Click to see attachment105,104 105,104
15 Other assets (describe bullet) Click to see attachment8,152 Click to see attachment19,674 Click to see attachment19,674
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 123,110,962 116,177,041 134,787,492
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment15,000
23 Total liabilities (add lines 17 through 22)......... 0 15,000
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 123,110,962 116,162,041
30 Total net assets or fund balances (see instructions)..... 123,110,962 116,162,041
31 Total liabilities and net assets/fund balances (see instructions). 123,110,962 116,177,041
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
123,110,962
2
Enter amount from Part I, line 27a .....................
2
-8,900,855
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,951,934
4
Add lines 1, 2, and 3 ..........................
4
116,162,041
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
116,162,041
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a UNION BANK #7150 P 2015-01-01 2016-03-31
b MONTECITO BANK & TRUST #7658 P 2015-01-01 2016-03-31
c WELLS FARGO #2560 P 2015-01-01 2016-03-31
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 52,942,612   53,199,486 -256,874
b 28,285,129   28,204,274 80,855
c 9,748,234   8,177,595 1,570,639
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -256,874
b       80,855
c       1,570,639
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,394,620
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 24,016,565 221,815,477 0.108273
2013 26,097,898 218,912,440 0.119216
2012 21,906,347 173,113,218 0.126543
2011      
2010      
2
Total of line 1, column (d) .....................
20.354032
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.118011
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
211,714,820
5
Multiply line 4 by line 3......................
5
24,984,678
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
75,622
7
Add lines 5 and 6........................
7
25,060,300
8
Enter qualifying distributions from Part XII, line 4.............
8
16,520,848
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 151,244
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 151,244
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 151,244
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 562,060
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 562,060
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 410,816
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet410,816 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA, DE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WOODCLAEYSSENSFOUNDATION.COM
    14
    The books are in care ofbulletSHELBY HUGHES Telephone no.bullet (805) 966-0543

    Located atbullet2360 FOOTHILL RDSANTA BARBARACA ZIP+4bullet93105
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NOELLE CLAEYSSENS BURKEY PRESIDENT
    40.00     		242,006 54,956 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    CHARLES C GRAY TREASURER
    0.00     		0 0 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    SHELBY HUGHES SECRETARY
    40.00     		244,479 48,345 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    JAMES BURKEY DIRECTOR
    0.00     		0 0 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    BRETT L BURKEY FIRST VICE PRESIDENT
    40.00     		242,007 46,468 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    BRAD BURKEY DIRECTOR
    10.00     		53,494 12,027 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    JARED P BURKEY DIRECTOR
    10.00     		53,494 12,000 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    JENNA M BURKEY SECOND VICE PRESIDENT
    40.00     		242,006 46,309 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    STEPHANIE BALL BOOKKEEPER
    30.00     		103,106 32,207 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    JOSE CHACON GARDENER
    40.00     		87,096 35,747 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    ANNA VILLEGAS BOOKKEEPER/CLERICAL
    30.00     		91,801 17,314 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    SAMUEL GALVEZ GARDENER
    40.00     		72,823 25,065 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    HATHAWAY PERRET WEBSTER POWERS & CHRISMAN LEGAL SERVICES 523,693
    5450 TELEGRAPH ROAD
    VENTURA,CA93003
    VENESSA HURKA CONSULTING CONSULTING 290,451
    4312 MODOC ROAD
    SANTA BARBARA,CA93110
    BROWNSTEIN HYATT FARBER SCHRECK LEGAL SERVICES 99,894
    1020 STATE STREET
    SANTA BARBARA,CA93101
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    108,245,610
    b
    Average of monthly cash balances.......................
    1b
    7,929,461
    c
    Fair market value of all other assets (see instructions)................
    1c
    98,763,833
    d
    Total (add lines 1a, b, and c).........................
    1d
    214,938,904
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    214,938,904
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,224,084
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    211,714,820
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    10,585,741
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    10,585,741
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    151,244
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    151,244
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    10,434,497
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    10,434,497
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    10,434,497
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    16,520,848
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    16,520,848
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    16,520,848
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 10,434,497
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012...... 13,824,432
    d From 2013...... 15,675,256
    e From 2014...... 13,257,005
    fTotal of lines 3a through e........ 42,756,693
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 16,520,848
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 10,434,497
    e Remaining amount distributed out of corpus 6,086,351
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 48,843,044
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		48,843,044
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012.... 13,824,432
    c Excess from 2013.... 15,675,256
    d Excess from 2014.... 13,257,005
    e Excess from 2015.... 6,086,351
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    NOELLE CLAEYSSENS BURKEY
    PO BOX 30586
    SANTA BARBARA,CA931300586
    (805) 966-0543
    bThe form in which applications should be submitted and information and materials they should include:
    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
    cAny submission deadlines:
    ANNUALLY, MAY 31 FOR FIRST TIME APPLICANTS & JUNE 30 FOR RECURRING APPLICANTS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS WILL BE CONSIDERED ONLY FROM ORGANIZATIONS QUALIFIED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). GRANTS ARE MADE TO CALIFORNIA ORGANIZATIONS IN SANTA BARBARA AND VENTURA COUNTIES.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADVENTURES IN CARING FOUNDATION
    1528 CHAPALA STREET
    SANTA BARBARA,CA93101     		NONE PC COMPASSION IN ACTION PATIENT CARE PROGRAM 50,000
    ALLIANCE FOR THE ARTS
    2100 E THOUSAND OAKS BOULEVARD
    THOUSAND OAKS,CA91362     		NONE PC KIDS AND THE ARTS SCHOOL OUTREACH PROGRAM 10,000
    ALPHA RESOURCE CENTER OF SANTA BARBARA (ARC)
    4501 CATHEDRAL OAKS ROAD
    SANTA BARBARA,CA93110     		NONE PC ALPHA ADVOCACY AND WELLNESS PROGRAM 25,000
    ALZHEIMER'S ASSOCIATION CALIF CENTRAL
    1528 CHAPALA STREET SUITE 204
    SANTA BARBARA,CA93101     		NONE PC SANTA BARBARA AND VENTURA FAMILY SERVICES PROGRAM 40,000
    AMERICAN DREAM FOUNDATION
    2955 CHANDLER DRIVE
    LOMPOC,CA93436     		NONE PC VOUCHERS IMPROVE PERFORMANCE 10,000
    ANGEL FLIGHT WEST
    3161 DONALD DOUGLAS LOOP S
    SANTA MONICA,CA90405     		NONE PC SOUTHERN CALIFORNIA PROGRAMS - SANTA BARBARA AND VENTURA COUNTY 45,000
    ANIMAL SHELTER ASSISTANCE PROGRAM
    5473 OVERPASS ROAD
    SANTA BARBARA,CA93111     		NONE PC ESSENTIAL VETERINARY CARE FOR ADOPTABLE SHELTER CATS 15,000
    ANTI-DEFAMATION LEAGUE
    1528 CHAPALA STREET SUITE 301
    SANTA BARBARA,CA93101     		NONE PC NO PLACE FOR HATE 10,000
    ARC VENTURA COUNTY
    5103 WALKER STREET
    VENTURA,CA93003     		NONE PC CO-ADVOCATES OF VENTURA COUNTY 10,000
    ARCHITECTURAL FOUNDATION OF SANTA BARBARA
    229 E VICTORIA STREET
    SANTA BARBARA,CA93101     		NONE PC EDUCATIONAL OUTREACH PROGRAMS 5,000
    ARTS OUTREACH
    2353 HOLLISTER STREET SUITE A
    LOS OLIVOS,CA93441     		NONE PC ART-IN-SCHOOLS PROGRAM 5,000
    ASSISTANCE LEAGUE OF CONEJO VALLEY
    2853 THOUSAND OAKS BOULEVARD
    THOUSAND OAKS,CA91360     		NONE PC OPERATION SCHOOL BELL CLOTHING PROGRAM 10,000
    ASSISTANCE LEAGUE OF SANTA BARBARA
    1259 VERONICA SPRINGS ROAD
    SANTA BARBARA,CA93105     		NONE PC OPERATION SCHOOL BELL- FOSTERING FRIENDS CLOTHING PROGRAMS 10,000
    ASSISTANCE LEAGUE OF VENTURA COUNTY
    913 E SANTA CLARA STREET
    VENTURA,CA93001     		NONE PC OPERATION SCHOOL BELL 10,000
    AYSO REGION 180
    PO BOX 737
    BUELLTON,CA93427     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    BETHANIA PRESCHOOL & AFTER SCHOOL
    611 ATTERDAG ROAD
    SANTA BARBARA,CA93463     		NONE PC AFTER SCHOOL TUITION ASSISTANCE FUND 4,000
    BIG BROTHERS BIG SISTERS OF VENTURA CO
    4001 MISSION OAKS BOULEVARD SUITE J
    CAMARILLO,CA93012     		NONE PC MENTORING FOR SUCCESS 20,000
    BOY SCOUTS OF AMERICA (LOS PADRES COUNCIL)
    4000 MODOC ROAD
    SANTA BARBARA,CA93455     		NONE PC OUTREACH & DIRECT SERVICE TO YOUTH IN SANTA BARBARA 25,000
    BOY SCOUTS OF AMERICA VENTURA COUNCIL
    509 E DAILY DRIVE
    CAMARILLO,CA93010     		NONE PC CONNECTING UNDERPRIVILEGED YOUTH 25,000
    BOYS & GIRLS CLUB OF CAMARILLO
    1500 TEMPLE AVENUE
    CAMARILLO,CA93012     		NONE PC AFTER SCHOOL MENTORING PROGRAM 20,000
    BOYS & GIRLS CLUB OF FILLMORE-PIRU
    565 1ST STREET
    FILMORE,CA93015     		NONE PC FILMORE B&GC AFTER SCHOOL STEM ACADEMY 20,000
    BOYS & GIRLS CLUB OF MOORPARK
    PO BOX 514
    MOORPARK,CA93020     		NONE PC POWER HOUR 20,000
    BOYS & GIRLS CLUB OF OXNARDPORT HUENEME
    1900 W FIFTH STREET
    OXNARD,CA93030     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    BOYS & GIRLS CLUB OF SANTA BARBARA
    632 E CANON PEROADIDO STREET
    SANTA BARBARA,CA93103     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    BOYS & GIRLS CLUB OF SANTA MARIA VALLEY
    901 N RAILROAD AVENUE
    SANTA MARIA,CA93458     		NONE PC SMART GIRLS 20,000
    BOYS & GIRLS CLUB OF SANTA PAULA
    1400 E HARVARD BOULEVARD
    SANTA PAULA,CA93061     		NONE PC SANTA PAULA B&GC - AFTER SCHOOL STEM ACADEMY 20,000
    BOYS & GIRLS CLUB OF SIMI VALLEY
    2850 LEMON DRIVE
    SIMI VALLEY,CA93063     		NONE PC AFTER SCHOOL AND SUMMER LEARNING ACADEMY 20,000
    BOYS & GIRLS CLUB OF VENTURA
    6020 NICOLLE STREET SUITE D
    VENTURA,CA93003     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    BOYS & GIRLS CLUBCONEJO & LAS VIRGENES
    30343 CANWOOD STREET
    AGOURA HILLS,CA91301     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    BRAILLE INSTITUTE OF AMERICA (SANTA BARBARA CENTER)
    2031 DE LA VINA STREET
    SANTA BARBARA,CA93105     		NONE PC BRAILLE INSTITUTE SANTA BARBARA LIBRARY 20,000
    C A R E 4 PAWS
    PO BOX 60524
    SANTA BARBARA,CA93160     		NONE PC CRITICAL COMMUNITIES SPAY-NEUTER OUTREACH SPAY MOBILE 10,000
    CREW
    PO BOX 1532
    OJAI,CA93024     		NONE PC CREW ENVIRONMENTAL & FIRE PROTECTION YOUTH EMPLOYMENT PROGRAM 15,000
    CABRILLO MUSIC THEATRE
    2100 THOUSAND OAKS BOULEVARD SUITE
    B
    THOUSAND OAKS,CA91362     		NONE PC BEYOND THE FOOTLIGHTS COMMUNITY OUTREACH 5,000
    CALIFORNIA 4-H FOUNDATION
    2801 SECOND STREET
    DAVIS,CA95618     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 96,000
    CALIFORNIA OIL MUSEUM
    1001 E MAIN STREET
    SANTA PAULA,CA93061     		NONE PC CALIFORNIA OIL MUSEUM EDUCATION PROGRAM 15,000
    CALIFORNIA SHOCKTRAUMA AIR RESCUE
    4933 BAILEY LOOP
    MCCLELLAN,CA95652     		NONE PC CALSTAR 7 BASE IMPROVEMENTS 15,000
    CALIFORNIA STATE PARKS
    1416 9TH STREET
    SACRAMENTO,CA95814     		NONE PC STATE PARKS - VENTURA K-9 POSITION 50,000
    CAMARILLO FAMILY YMCA
    311 VILLAGE AT THE PARK DRIVE
    CAMARILLO,CA93012     		NONE PC BEFORE AND AFTER SCHOOL SCHOLARSHIP PROGRAM 20,000
    CAMARILLO HOSPICE CORPORATION
    400 ROSEWOOD AVENUE 102
    CAMARILLO,CA93010     		NONE PC PATIENT AND FAMILY SUPPORT 30,000
    CAMP RONALD MCDONALD FOR GOOD TIMES
    1250 LYMAN PLACE
    LOS ANGELES,CA90029     		NONE PC CAMP RONALD MCDONALD FOR GOOD TIMES - SANTA BARBARA AND VENTURA COUNTY 15,000
    CARE GIVERS
    1765 GOODYEAR AVENUE SUITE 205
    VENTURA,CA93003     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 30,000
    CARPINTERIA VALLEY HISTORICAL SOCIETY
    956 MAPLE AVENUE
    CARPINTERIA,CA93013     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    CARRIAGE & WESTERN ART MUSEUM OF SANTA BARBARA
    129 CASTILLO STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 40,000
    CASA ESPERANZA
    816 CACIQUE STREET
    SANTA BARBARA,CA93103     		NONE PC HOMELESS MEDICAL RESPITE PROGRAM 10,000
    CASA OF VENTURA COUNTY
    PO BOX 1135
    CAMARILLO,CA93011     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    CASA PACIFICA
    1722 S LEWIS ROAD
    CAMARILLO,CA93012     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 195,000
    CASA SERENA
    1515 BATH STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 40,000
    CHILD ABUSE LISTENING & MEDIATION (CALM)
    1236 CHAPALA STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 25,000
    CITY IMPACT
    829 NORTH A STREET
    OXNARD,CA93030     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 50,000
    COMMUNITY ACTION PARTNERSHIP OF KERN (CPAK) FOOD BANK
    1825 FELIZ DRIVE
    BAKERSFIELD,CA93307     		NONE PC KERN COUNTY FAIR - ANIMAL PURCHASES 1,666,933
    COMMUNITY ARTS MUSIC ASSOCIATION OF SANTA BARBARA
    2060 ALAMEDA PADRE SERRA 201
    SANTA BARBARA,CA93103     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    COMMUNITY HEALTH CENTERS
    150 TEJAS PLACE
    NIPOMO,CA93444     		NONE PC DENTAL ACCESS PROGRAM (DAP) 40,000
    CONEJO VALLEY YMCA
    4031 MOORPARK ROAD
    THOUSAND OAKS,CA91360     		NONE PC RESURFACING POOL DECK 20,000
    CORNERSTONE HOUSE OF SANTA BARBARA
    1451 CAMINO TRILLADO
    CARPINTERIA,CA93013     		NONE PC HAPPY ADVENTURE SUMMER CAMP 10,000
    COUNTY OF SANTA BARBARA ARTS FUND
    205C SANTA BARBARA STREET
    SANTA BARBARA,CA93101     		NONE PC TEEN ARTS MENTORSHIP ARTS ENRICHMENT PROGRAM EXPANSION 10,000
    COURT-APPOINTED SPECIAL ADVOCATES
    PO BOX 70675
    OAKLAND,CA94612     		NONE PC FOSTER YOUTH ADVOCACY 50,000
    DAVID HOROWITZ FREEDOM CENTER
    PO BOX 55089
    SHERMAN OAKS,CA91499     		NONE PC RESTORATION WEEKEND 25,000
    DOG ADOPTION WELFARE GROUP (DAWG)
    5480 OVERPASS ROAD
    SANTA BARBARA,CA93111     		NONE PC OUTSIDE LABORATORY TESTS 5,000
    DOMESTIC VIOLENCE SOLUTIONS FOR SANTA BARBARA COUNTY
    PO BOX 1536
    SANTA BARBARA,CA93102     		NONE PC DOMESTIC VIOLENCE SHELTER SERVICES / ALEXANDRA TANG VOLUNTEER PROGRAM 50,000
    DRAGG INC
    2250 CELSIUS AVENUE SUITE P
    OXNARD,CA93030     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 60,000
    DREAM FOUNDATION
    1528 CHAPALA STREET SUITE 304
    SANTA BARBARA,CA93101     		NONE PC DREAM GRANTING 15,000
    EASY LIFT TRANSPORTATION INC
    53 CASS PLACE SUITE D
    SANTA BARBARA,CA93117     		NONE PC DIAL-A-RIDE PARATRANSIT SERVICE 15,000
    EL CENTRITO FAMILY LEARNING CENTERS
    450 S K STREET ROOM 111
    OXNARD,CA93030     		NONE PC AFTER SCHOOL & SUMMER STEAM ACADEMY 20,000
    EL CONCILIO FAMILY SERVICES
    301 S C STREET
    OXNARD,CA93010     		NONE PC YOUTH FOR SUCCESS PROGRAM 15,000
    ELVERHOJ MUSEUM OF HISTORY AND ART
    1624 ELVERHOY WAY
    SOLVANG,CA93463     		NONE PC PUBLIC AWARENESS DIORAMA UPGRADES COLLECTIONS CARE 10,000
    FAMILY SERVICE AGENCY OF SANTA BARBARA
    123 W GUTIERREZ STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 225,000
    FOOD FROM THE HEART
    909 N LA CUMBRE ROAD
    SANTA BARBARA,CA93110     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    FOOD SHARE (VENTURA COUNTY)
    4156 SOUTHBANK ROAD
    OXNARD,CA93036     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 50,000
    FOOD SHARE (VENTURA COUNTY)
    4156 SOUTHBANK ROAD
    OXNARD,CA93036     		NONE PC VENTURA FAIR - ANIMAL PURCHASES 774,325
    FOODBANK COALITION OF SLO COUNTIES
    POBOX 2070
    PASO ROBLES,CA93447     		NONE PC MID-STATE FAIR - ANIMAL PURCHASES 1,094,416
    FOODBANK OF SANTA BARBARA COUNTY
    4554 HOLLISTER AVENUE
    SANTA BARBARA,CA93110     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 120,000
    FOODBANK OF SANTA BARBARA COUNTY
    4554 HOLLISTER AVENUE
    SANTA BARBARA,CA93110     		NONE PC SANTA BARBARA COUNTY FAIR - ANIMAL PURCHASES 1,505,980
    FOUNDATION FOR SANTA BARBARA CITY COLLEGE
    721 CLIFF DRIVE
    SANTA BARBARA,CA93109     		NONE PC CARE - SINGLE PARENT PROGRAM 20,000
    FRIENDS OF OCEANO DUNES
    PO BOX 398
    OCEANO,CA93445     		NONE PC FRIENDS OF OCEANO DUNE PROJECT 2015 100,000
    FRIENDSHIP ADULT DAY CARE CENTER
    89 EUCALYPTUS LANE
    SANTA BARBARA,CA93108     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 30,000
    FUND FOR RESOURCE CONSERVATION
    2977 SEXTON CANYON ROAD
    VENTURA,CA93004     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 125,000
    FUND FOR SANTA BARBARA
    26 W ANAPAMU STREET
    SANTA BARBARA,CA93101     		NONE PC YOUTH MAKING CHANGE 25,000
    GANNA WALSKA LOTUSLAND FOUNDATION
    695 ASHLEY ROAD
    SANTA BARBARA,CA93108     		NONE PC OPEN PATHWAYS PROGRAM 5,000
    GENSPAN FOUNDATION
    1418 E MAIN STREET
    SANTA MARIA,CA93420     		NONE PC GOS- GEN SPAN 2016 20,000
    GIRL SCOUTS OF CALIFORNIA'S CENTRAL COAST
    1500 PALMA DRIVE 1110
    VENTURA,CA93003     		NONE PC GIRL SCOUTS LEADERSHIP EXPERIENCE - SANTA BARBARA AND VENTURA COUNTY 40,000
    GIRLS INCORPORATED OF CARPINTERIA
    5315 FOOTHILL ROAD
    CARPINTERIA,CA93013     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    GIRLS INCORPORATED OF GREATER SANTA BARBARA
    531 E ORTEGA STREET
    SANTA BARBARA,CA93103     		NONE PC PROJECT 280 SCHOLARSHIP PROGRAM 20,000
    GOLETA VALLEY COMMUNITY CENTER
    5679 HOLLISTER AVENUE
    GOLETA,CA93117     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    GOLETA VALLEY HISTORICAL SOCIETY
    304 N LOS CARNEROS ROAD
    GOLETA,CA93111     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 30,000
    GOOD SAMARITAN SHELTER INC
    245 E INGER DRIVE 103B
    SANTA MARIA,CA93455     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    GUIDE DOGS FOR THE BLIND
    350 LOS RANCHITOS ROAD
    SAN RAFAEL,CA94903     		NONE PC GUIDE DOGS FOR THE BLIND LIFELONG TEAM PROMOTER SPONSORSHIP 15,000
    HAPPY ENDINGS ANIMAL RESCUE SANCTUARY
    1326 DOVE MEADOW ROAD
    SOLVANG,CA93463     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    HEARTS THERAPEUTIC EQUESTRIAN CENTER
    PO BOX 30662
    SANTA BARBARA,CA93130     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    HELP OF CARPINTERIA INC
    1069 CASITAS PASS ROAD
    CARPINTERIA,CA93013     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    HELP OF OJAI
    111 W SANTA ANA STREET
    OJAI,CA93023     		NONE PC VALLEY OUTREACH 20,000
    HIDDEN WINGS
    517 ATTERDAG ROAD
    SOLVANG,CA93463     		NONE PC HIDDEN WINGS REPLICATION 25,000
    HORSES HEART AND SOUL
    PO BOX 1358
    OJAI,CA93024     		NONE PC CHILDREN & RESCUE OF HORSES 50,000
    HOSPICE OF THE CONEJO
    80 E HILLCREST DRIVE SUITE 204
    THOUSAND OAKS,CA91360     		NONE PC COMMUNITY HOSPICE AND GRIEF SUPPORT CENTER 25,000
    ISLA VISTA YOUTH PROJECT
    6842 PHELPS ROAD
    GOLETA,CA93117     		NONE PC SCHOOL AGE ENRICHMENT / CHILDREN'S CENTER/ FAMILY RESOURCE CENTER 20,000
    JOIN-UP INTERNATIONAL
    PO BOX 246
    SOLVANG,CA93464     		NONE PC HORSE SENSE AND HEALING 100,000
    JUNIOR BLIND OF AMERICA
    5300 ANGELES VISTA BOULEVARD
    LOS ANGELES,CA90043     		NONE PC INFANT & EARLY CHILDHOOD PROGRAM (IECP) 20,000
    LAGUNA COTTAGES FOR SENIORS
    803 LAGUNA STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    LEGAL AID FOUNDATION OF SANTA BARBARA COUNTY
    301 E CANON PERDIDO STREET
    SANTA BARBARA,CA93101     		NONE PC DOMESTIC VIOLENCE PREVENTION PROGRAM 15,000
    LITTLE STAR PONY FOUNDATION
    1036 ARBOLADO ROAD
    SANTA BARBARA,CA93103     		NONE PC HORSE POWER 5,000
    LIVINGSTON MEMORIAL VISITING NURSE ASSOC
    1996 EASTMAN AVENUE SUITE 101
    VENTURA,CA93003     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    LOBERO THEATRE FOUNDATION
    33 E CANON PEROADIDO STREET
    SANTA BARBARA,CA93101     		NONE PC VETERANS DAY PRODUCTION 25,000
    LOMPOC FAMILY YMCA
    201 W COLLEGE AVENUE
    LOMPOC,CA93436     		NONE PC YMCA OPEN DOORS PROGRAM 20,000
    LONG TERM CARE SERVICES - VENTURA
    2021 SPERRY AVENUE SUITE 35
    VENTURA,CA93003     		NONE PC OMBUDSMAN PROGRAM 10,000
    MAKE-A-WISH FOUNDATION OF THE TRI COUNTIES
    4222 MARKET STREET SUITE D
    VENTURA,CA93003     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 25,000
    MANNA CONEJO VALLEY FOOD BANK
    3020 CRESCENT WAY
    THOUSAND OAKS,CA91358     		NONE PC MEAT THE NEED 5,000
    MANY MANSIONS
    1259 E THOUSAND OAKS BOULEVARD
    THOUSAND OAKS,CA91362     		NONE PC ADULT SERVICES, CHILDREN'S SERVICES, AFFORDABLE HOUSING DEVELOPMENT 15,000
    MENTAL WELLNESS CENTER
    617 GARDEN STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 25,000
    MILLER FAMILY YMCA
    320 VIA LAS BRISAS
    NEWBURY PARK,CA91320     		NONE PC PROGRAM SUPPORT & EQUIPMENT REPLACEMENT 20,000
    MONTECITO FAMILY YMCA
    591 SANTA ROSA LANE
    SANTA BARBARA,CA93108     		NONE PC YMCA - OPEN DOORS 35,000
    MOXI WOLF MUSEUM OF EXPLORATIONINNOVATION
    125 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 500,000
    MUSEUM OF VENTURA COUNTY
    100 E MAIN STREET
    VENTURA,CA93001     		NONE PC MUSIC DISCOVERY EDUCATION AND OUTREACH PROGRAM 45,000
    MUSIC ACADEMY OF THE WEST
    1070 FAIRWAY ROAD
    SANTA BARBARA,CA93108     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 37,500
    NATIONAL DISASTER SEARCH DOG FOUNDATION
    501 E OJAI AVENUE
    OJAI,CA93023     		NONE PC HANDLERS GRANT PROGRAM 25,000
    NATURETRACK FOUNDATION
    POBOX 953
    LOS OLIVOS,CA93463     		NONE PC FOSTERING A LIFELONG FASCINATION WITH NATURE 5,000
    NEW BEGINNINGS COUNSELING CENTER
    324 E CARRILLO STREET SUITE C
    SANTA BARBARA,CA93101     		NONE PC LIFE SKILLS PARENTING EDUCATION PROGRAM 30,000
    NORTH COUNTY RAPE CRISIS & CHILD PROTECTION CENTER
    112 E WALNUT AVENUE
    LOMPOC,CA93436     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 50,000
    NOTES FOR NOTES INC
    POBOX 90632
    SANTA BARBARA,CA93190     		NONE PC SANTA BARBARA AND VENTURA COUNTY PROGRAMMING 25,000
    OLD SPANISH DAYS
    POBOX 21557
    SANTA BARBARA,CA93121     		NONE PC OLD SPANISH DAYS FIESTA & STOCK HORSE SHOW 50,000
    ORCUTT AREA SENIORS IN SERVICE (OASIS CENTER)
    POBOX 2637
    SANTA MARIA,CA93457     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 30,000
    ORCUTT CHILDREN'S ARTS FOUNDATION
    500 DYER STREET
    SANTA MARIA,CA93455     		NONE PC ARTS FOR THE ORCUTT ACADEMY 20,000
    OXNARD COMMUNITY K-9 FOUNDATION
    251 SC STREET
    OXNARD,CA93030     		NONE PC K-9 PURCHASING, TRAINING & MEDICAL COSTS FOR K9 140,000
    PACIFIC LEGAL FOUNDATION
    930 G STREET
    SACRAMENTO,CA95814     		NONE PC DEFENDING THE AMERICAN DREAM 50,000
    PAGE YOUTH CENTER
    PO BOX 6766
    SANTA BARBARA,CA93160     		NONE PC PYC SCHOLARSHIS FOR CHILDREN IN NEED 20,000
    PARC FOUNDATION
    PO BOX 91742
    SANTA BARBARA,CA93190     		NONE PC SUMMER 2016 PROGRAMS AND NEW PLAYGROUND EQUIPMENT 100,000
    PCPA FOUNDATION
    900 E STOWELL ROAD
    SANTA MARIA,CA93454     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    PEOPLE FOR LEISURE AND YOUTH (PLAY INC)
    615 S MCCLELLAND STREET
    SANTA MARIA,CA93454     		NONE PC SANTA MARIA PAL ROBOTICS 50,000
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HIGHWAY
    MALIBU,CA90263     		NONE PC 2015 GOLF TOURNAMENT, SAVVY CHIC SPONSORSHIP, NON PROFIT LEADERSHIP COLLABORATIVE 185,000
    PHOENIX OF SANTA BARBARA
    107 E MICHELTORENA STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 25,000
    PIERRE CLAEYSSENS VETERAN'S MUSEUM & LIBRARY
    245 OAK ROAD
    SANTA BARBARA,CA93108     		NONE PC MILITARY BALL, MILITARY FOUNDATION SUPPORT THE TROOPS 1,180,000
    PLANNED PARENTHOOD OF SB VENTURA & SAN LUIS OBISPO CO
    518 GARDEN STREET
    SANTA BARBARA,CA93101     		NONE PC ASSISTANCE FUND PROGRAM 10,000
    RM PYLES BOYS CAMP
    27211 HENRY MAYO DRIVE
    VALENCIA,CA91355     		NONE PC CAMPERSHIPS FOR DISADVANTAGED BOYS 20,000
    REINS OF HOPE
    PO BOX 1156
    OJAI,CA93023     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    RESCUE MISSION ALLIANCE
    315 NA STREET
    OXNARD,CA93030     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 60,000
    SANTA BARBARA BIRD SANCTUARY
    2430 LILLIE AVENUE
    SUMMERLAND,CA93067     		NONE PC SB BIRD SANCTUARY OPERATING BUDGET 50,000
    SANTA BARBARA BOTANIC GARDENS INC
    1212 MISSION CANYON ROAD
    SANTA BARBARA,CA93105     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    SANTA BARBARA CENTER FOR THE PERFORMING ARTS
    1330 STATE STREET SUITE 101
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING & BACK OFFICE PROGRAM SUPPORT 400,000
    SANTA BARBARA COMMUNITY YOUTH PERFORMING ARTS CENTER
    PO BOX 21046
    SANTA BARBARA,CA93121     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE FOR CORE THEATRE PROGRAMS 7,000
    SANTA BARBARA COTTAGE HOSPITAL
    400 W PUEBLO STREET
    SANTA BARBARA,CA93105     		NONE PC GROTENHUIS PEDIATRIC MULTISPECIALTY CLINIC 250,000
    SANTA BARBARA COUNTY SEARCH & RESCUE
    PO BOX 6602
    SANTA BARBARA,CA93160     		NONE PC SANTA BARBARA EXTENSION PROJECT 100,000
    SANTA BARBARA DANCE INSTITUTE
    1330 STATE STREET SUITE 207
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    SANTA BARBARA ELKS CLUB
    150 NORTH KELLOGG
    SANTA BARBARA,CA93111     		NONE PC UNEXPENDED GRANT MONEY FROM 2014 GRANT TO THE ELKS FOR THE SOFTBALL PROGRAM -1,425
    SB FAMILY YMCA
    36 HITCHCOCK WAY
    SANTA BARBARA,CA93105     		NONE PC FINANCIAL ASSISTANCE FOR CHILDCARE & YOUTH PROGRAMS 20,000
    SANTA BARBARA FIREFIGHTERS ALLIANCE
    PO BOX 3776
    SANTA BARBARA,CA93130     		NONE PC SPONSOR 2015 FIRE BALL 7,500
    SANTA BARBARA HUMANE SOCIETY
    5399 OVERPASS ROAD
    SANTA BARBARA,CA93111     		NONE PC OFFSET OPERATING DEFICIT 30,000
    SANTA BARBARA MARITIME MUSEUM
    113 HARBOR WAY SUITE 190
    SANTA BARBARA,CA93109     		NONE PC CURATORIAL & EDUCATIONAL DEPT. PROGRAMS 15,000
    SANTA BARBARA MEALS ON WHEELS
    PO BOX 6099
    SANTA BARBARA,CA93160     		NONE PC MEAL COST ASSISTANCE 30,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL
    SANTA BARBARA,CA93105     		NONE PC CENTENNIAL CAMPAIGN 125,000
    SANTA BARBARA NEIGHBORHOOD CLINICS
    915 N MILPAS STREET 2ND FLOOR
    SANTA BARBARA,CA93103     		NONE PC CARE FOR EVERY FAMILY 75,000
    SANTA BARBARA NEW HOUSE
    2434 BATH STREET
    SANTA BARBARA,CA93105     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    SANTA BARBARA POLICE ACTIVITIES LEAGUE
    POBOX 91121
    SANTA BARBARA,CA93190     		NONE PC TEEN CENTER PROGRAM 65,000
    SANTA BARBARA POLICE FOUNDATION
    215 E FIGUEROA STREET
    SANTA BARBARA,CA93101     		NONE PC FUN WITH FORCE K-9 PROGRAM, MONTECITO MOTOR CLASSIC SPONSOR 100,000
    SANTA BARBARA RAPE CRISIS CENTER
    433 E CANON PERDIDO STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 35,000
    SANTA BARBARA RESCUE MISSION
    535 E YANONALI STREET
    SANTA BARBARA,CA93103     		NONE PC HOMELESS GUEST SERVICES & RESIDENTIAL TREATMENT PROGRAMS 10,000
    SANTA BARBARA SCOTTISH RITE LANGUAGE CENTER
    16 E CARRILLO STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 30,000
    SANTA BARBARA SPECIAL ENFORCEMENT TEAM SUPPORT
    PO BOX 1084
    BUELLTON,CA93427     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 274,500
    SANTA BARBARA SYMPHONY ORCHESTRA ASSOC
    1330 STATE STREET SUITE 102
    SANTA BARBARA,CA93101     		NONE PC MUSIC EDUCATION CENTER 10,000
    SB TIDE CLUB SOFTBALL
    4358 MODOC ROAD APARTMENT F
    SANTA BARBARA,CA93110     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    SANTA BARBARA WILDLIFE CARE NETWORK
    PO BOX 6594
    SANTA BARBARA,CA93160     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    SANTA BARBARA ZOOLOGICAL GARDENS
    500 NINOS DRIVE
    SANTA BARBARA,CA93103     		NONE PC VETERINARY EQUIPMENT UPGRADE, DIAMOND SPONSOR FOR ZOOFARI BALL 35,000
    SAINT VINCENT'S INSTITUTION
    4200 CALLE REAL
    GOLETA,CA93110     		NONE PC EARLY CHILDHOOD EDUCATION CENTER NUTRITION PROGRAM 15,000
    SALVATION ARMY SANTA BARBARA CORPS
    423 CHAPALA STREET
    SANTA BARBARA,CA93101     		NONE PC SANTA BARBARA CORPS AND COMMUNITY CENTER 20,000
    SALVATION ARMY OXNARDPORT HUENEME
    622 W WOOLEY ROAD
    OXNARD,CA93030     		NONE PC OXNARD / PORT HUENEME CORPS & CLINIC 20,000
    SANTA BARBARA FOUNDATION
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101     		NONE PC THRIVE SANTA BARBARA COUNTY 500,000
    SANTA MARIA PHILHARMONIC SOCIETY
    PO BOX 375
    SANTA MARIA,CA93456     		NONE PC YOUTH OUTREACH PROGRAMS 10,000
    SANTA MARIA POLICE COUNCIL
    PO BOX 7448
    SANTA MARIA,CA93456     		NONE PC RELIABLE OFFICER PROTECTION 50,000
    SANTA MARIA VALLEY DISCOVERY MUSEUM
    705 S MCCLELLAND STREET
    SANTA MARIA,CA93454     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    SANTA MARIA VALLEY YMCA
    3400 SKYWAY DRIVE
    SANTA MARIA,CA93455     		NONE PC SMV YMCA GUADALUPE KINDERBRIDGE PROGRAM 20,000
    SANTA PAULA ART MUSEUM
    117 N 10TH STREET
    SANTA PAULA,CA93004     		NONE PC ARTSPARK SCHOOL TOUR AND OUTREACH PROGRAM 5,000
    SANTA YNEZ VALLEY COTTAGE HOSPITAL FOUNDATION
    2050 VIBORG ROAD
    SOLVANG,CA93463     		NONE PC HVAC REPLACEMENT PROJECT 125,000
    SANTA YNEZ VALLEY HISTORICAL MUSEUM
    3596 SAGUNTO STREET
    SANTA YNEZ,CA93460     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 25,000
    SANTA YNEZ VALLEY HUMANE SOCIETY
    PO BOX 335
    SANTA YNEZ,CA93427     		NONE PC LIFE SAVING COMPANION ANIMAL CARE 25,000
    SANTA YNEZ VALLEY MASTER CHORALE
    PO BOX 1902
    SANTA YNEZ,CA93460     		NONE PC PROGRAM SUPPORT 10,000
    SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE
    PO BOX 1478
    SOLVANG,CA93464     		NONE PC COMMUNITY HEALTH ACCESS RESOURCE TEAM 20,000
    SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL
    1745 MISSION DRIVE
    SOLVANG,CA93463     		NONE PC SENIOR NUTRITION AND WELLNESS PROGRAM 20,000
    SANTA YNEZ VALLEY SENIOR CITIZENS' FOUNDATION
    164 W HIGHWAY 246
    BUELLTON,CA93427     		NONE PC FOOD PROGRAM 50,000
    SANTA YNEZ VALLEY THERAPEUTIC RIDING PROGRAM
    PO BOX 256
    SOLVANG,CA93464     		NONE PC STUDENT SCHOLARSHIPS 45,000
    SENIOR CONCERNS
    401 HODENCAMP ROAD
    THOUSAND OAKS,CA91360     		NONE PC SENIOR CONCERNS' ADULT DAY PROGRAM 10,000
    SHADOW'S FUND
    PO BOX 1472
    LOMPOC,CA93436     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    SIMI VALLEY YMCA
    3200 COCHRAN STREET
    SIMI VALLEY,CA93065     		NONE PC A VAN FOR CHILDCARE AND CAMP 20,000
    SOCIAL GOOD FUND INC
    12651 SAN PABLO AVENUE 5473
    RICHMOND,CA94805     		NONE PC PROGRAM SUPPORT 15,000
    SOLVANG FRIENDSHIP HOUSE
    PO BOX 486
    SOLVANG,CA93463     		NONE PC NASHVILLE NIGHTS SPONSOR, ALZHEIMERS COMMUNITY OUTREACH AND EARLY STAGE 70,000
    SOLVANG LUTHERAN HOME
    636 ATTERDAG ROAD
    SOLVANG,CA93463     		NONE PC ATTERDAG CARE CENTER REHAB PROGRAM 100,000
    SOLVANG THEATERFEST
    PO BOX 917
    SOLVANG,CA93464     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    SPECIAL OLYMPICS SOUTHERN CALIFORNIA
    1600 FORBES WAY 200
    LONG BEACH,CA90810     		NONE PC SPECIAL OLYMPICS SPORTS HEALTH AND FITNESS PROGRAMS IN SANTA BARBARA COUNTY 10,000
    STORYTELLER CHILDREN'S CENTER
    2115 STATE STREET
    SANTA BARBARA,CA93105     		NONE PC EARLY CHILDHOOD EDUCATION PROGRAMS 50,000
    STUART GILDRED FAMILY YMCA SANTA YNEZ
    900 N REFUGIO ROAD
    SANTA YNEZ,CA93460     		NONE PC YMCA OPEN DOORS PROGRAM 20,000
    STUDENTS FOR ECO EDUCATION & AGRICULTURE
    257 NALVARADO STREET
    OJAI,CA93023     		NONE PC 21ST CENTURY FARMING AND AGRICULTURE IN VENTURA COUNTRY 200,000
    SURGICAL EYE EXPEDITIONS
    5638 HOLLISTER AVENUE SUITE 210
    SANTA BARBARA,CA93117     		NONE PC SANTA BARBARA VISION CARE PROGRAM 15,000
    TEDDY BEAR CANCER FOUNDATION
    2320 BATH STREET SUITE 107
    SANTA BARBARA,CA93105     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    TEEN CHALLENGE OF SOUTHERN CALIFORNIA
    5445 CHICAGO AVENUE
    RIVERSIDE,CA92507     		NONE PC TRI-COUNTY TEEN CHALLENGE ROAD RENOVATION 25,000
    THE FIRST TEE CENTRAL COAST
    PO BOX 6261
    SANTA BARBARA,CA93160     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    THE RONALD REAGAN PRESIDENTIAL FOUNDATION
    40 PRESIDENTIAL DRIVE SUITE 200
    SIMI VALLEY,CA93065     		NONE PC THE REAGAN FOUNDATION SPEAKER SERIES 50,000
    THE SAMARITAN CENTER
    280 ROYAL AVENUE
    SIMI VALLEY,CA93094     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 30,000
    TRANSITION HOUSE
    425 E COTA STREET
    SANTA BARBARA,CA93101     		NONE PC FAMILY HOMELESS SHELTER 30,000
    TRANSITIONS - MENTAL HEALTH ASSOC
    784 HIGH STREET
    SAN LUIS OBISPO,CA93401     		NONE PC GROWING GROUNDS VOCATIONAL ADVANCEMENT PROGRAM 10,000
    TRIUNFO YMCA (SOUTHEAST VENTURA BRANCH)
    31225 LA BAYA DRIVE 106
    WESTLAKE VILLAGE,CA91362     		NONE PC YOUTH & GOVERNMENT PROGRAM SUPPORT 20,000
    TURNING POINT FOUNDATION
    PO BOX 24397
    VENTURA,CA93002     		NONE PC VETERANS TRANSITIONAL HOUSING AND OUR PLACE SAFE HEAVEN 20,000
    UNITED BOYS & GIRLS CLUBS OF SANTA BARBARA COUNTY INC
    1124 CASTILLO STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 100,000
    UNITED WAY OF SANTA BARBARA
    320 E GUTIERREZ STREET
    SANTA BARBARA,CA93101     		NONE PC KINDERGARTEN SUCCESS INSTITUTE 20,000
    UNITY SHOPPE INC
    110 W SOLA STREET
    SANTA BARBARA,CA93101     		NONE PC OFFSET RENT, FOOD, CLOTHING AND BASIC NECESSITIES FOR LOW INCOME INDIVIDUALS 360,000
    VALLEY HAVEN SENIOR DAY CARE
    502 N THIRD STREET
    LOMPOC,CA93436     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 40,000
    VENTURA FAMILY YMCA
    3760 TELEGRAPH ROAD
    VENTURA,CA93003     		NONE PC YOUTH SPORTS AND ADULT FITNESS EQUIPMENT 20,000
    VENTURA POLICE ACTIVITIES LEAGUE (PAL)
    PO BOX 3262
    VENTURA,CA93006     		NONE PC PEAK - PROGRAM ENRICHMENT FOR AFTER SCHOOL KIDS 20,000
    VILLA MAJELLA OF SANTA BARBARA
    604 N KELLOGG AVENUE
    SANTA BARBARA,CA93111     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    VISITING NURSE & HOSPICE CARE OF SANTA BARBARA
    509 E MONTECITO STREET SUITE 200
    SANTA BARBARA,CA93103     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 60,000
    WHEELS AND WINDMILLS
    483 DAIRY WAY
    BUELLTON,CA93427     		NONE PC CAR SHOW 8,500
    WILDERNESS YOUTH PROJECT
    5386 HOLLISTER AVENUE SUITE D
    SANTA BARBARA,CA93111     		NONE PC SUMMER CAMP SCHOLARSHIPS AND TRANSPORTATION 40,000
    WILDING ART MUSEUM
    1511 B MISSION DRIVE
    SOLVANG,CA93463     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    WOMEN'S ECONOMIC VENTURES OF SB
    333 S SALINAS STREET
    SANTA BARBARA,CA93103     		NONE PC MICRO BUSINESS DEVELOPMENT PROGRAMS - SANTA BARBARA AND VENTURA COUNTY 5,000
    WOOD-GLEN HALL
    3010 FOOTHILL ROAD
    SANTA BARBARA,CA93105     		NONE PC FACILITY MAINTENANCE AND SAFETY 120,000
    WORK INC
    423 W VICTORIA STREET
    SANTA BARBARA,CA93101     		NONE PC DONOR SUPPORTED PROGRAMS - SANTA BARBARA AND VENTURA COUNTY 10,000
    YOUNG AMERICA'S FOUNDATION
    217 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC FALL COLLEGE CONFERENCE AT REAGAN RANCH 250,000
    YOUTH AND FAMILY SERVICES YMCA
    105 E CARRILLO STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    Total .................................bullet 3a 15,330,229
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 344  
    4 Dividends and interest from securities....     14 2,342,181  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 5,216,503  
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 1,394,620  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 8,953,648 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    138,953,648
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    THE WOOD-CLAEYSSENS FOUNDATION
     
    Employer identification number

    32-0341358
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    THE WOOD-CLAEYSSENS FOUNDATION
          		Employer identification number
    32-0341358
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CLAEYSSENS CHARITABLE TRUST
     

       
    200 E CARRILLO ST STE 303
     
    SANTA BARBARA, CA93101

    		$ 357,700


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    THE WOOD-CLAEYSSENS FOUNDATION
          		Employer identification number

    32-0341358
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    THE WOOD-CLAEYSSENS FOUNDATION
          		Employer identification number

    32-0341358
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 47,685 23,843   23,842

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNISHINGS 2005-03-31 119,648 119,648 SL 7.000000000000 0 0    
    TRACKLIGHTING IN OFFICE 2006-10-11 2,097 646 SL 27.500000000000 76 0    
    HEDGE TRIMMER/GAS 1997-08-05 512 512 SL 7.000000000000 0 0    
    STILL WOODCUTTER 1998-03-11 699 699 SL 7.000000000000 0 0    
    WEED WACKER 1998-05-05 512 512 SL 7.000000000000 0 0    
    REFRIGERATOR 1998-05-21 123 123 SL 7.000000000000 0 0    
    TOOL BOX 1998-06-03 258 258 SL 7.000000000000 0 0    
    TOOLS 1998-07-15 88 88 SL 7.000000000000 0 0    
    FILE CABINET 1998-07-23 150 150 SL 7.000000000000 0 0    
    PAPER SHREDDER 1999-01-13 140 140 SL 7.000000000000 0 0    
    HEDGECLIPPER 1999-12-10 582 582 SL 5.000000000000 0 0    
    PERIMETER GATE SYSTEM 2000-05-12 4,145 4,145 SL 5.000000000000 0 0    
    PERIMETER POWER SUPPLY 2000-05-25 888 888 SL 5.000000000000 0 0    
    LOG CUTTER 2001-11-14 635 635 SL 5.000000000000 0 0    
    MOWER 2002-08-07 426 426 SL 5.000000000000 0 0    
    SHREDDER/BAGS 2002-10-24 814 814 SL 5.000000000000 0 0    
    PHONE SYSTEM 2003-01-21 180 180 SL 7.000000000000 0 0    
    EXTENSION SAW 2003-04-30 618 618 SL 7.000000000000 0 0    
    WEEDEATER 2003-05-09 512 512 SL 7.000000000000 0 0    
    STIHL BLOWER 2003-08-27 430 430 SL 7.000000000000 0 0    
    FILE CABINETS 2003-10-31 8,221 8,218 SL 7.000000000000 0 0    
    GATE CAMERAS 2003-11-20 210 210 SL 7.000000000000 0 0    
    GATE CAMERAS 2004-02-24 1,086 1,086 SL 7.000000000000 0 0    
    TWO VACUUM CLEANERS 2004-05-11 1,464 1,464 SL 7.000000000000 0 0    
    MAIL BOXES AND WALL 2006-05-24 2,388 2,388 SL 7.000000000000 0 0    
    2001 CHEVY TRUCK 2003-11-02 28,732 28,732 SL 5.000000000000 0 0    
    2005 CADILLAC ESCALADE 2005-04-18 58,495 58,495 SL 5.000000000000 0 0    
    MINERAL RIGHTS - DEPLETION 1993-01-23 12,553,000 12,553,000 SL 0 % 0 0    
    TOOLS 2008-03-17 862 862 SL 7.000000000000 0 0    
    TREES 2008-03-17 2,539 1,183 SL 15.000000000000 169 0    
    2008 CHEVY SILVERADO 3500 2008-02-28 48,735 48,735 SL 5.000000000000 0 0    
    FILING CABINET 2009-03-10 3,367 2,926 SL 7.000000000000 441 0    
    LASERJET PRINTER 2009-04-16 700 700 SL 5.000000000000 0 0    
    AIR PURIFIER W/FLTRS BARN 2009-07-30 1,522 1,522 SL 5.000000000000 0 0    
    AIR PURIFIER W/FLTRS OFC 2009-07-30 1,963 1,963 SL 5.000000000000 0 0    
    XM RADIO CONFERENCE RM 2009-07-30 484 484 SL 5.000000000000 0 0    
    HONDA GENERATOR 2009-09-15 2,086 2,086 SL 5.000000000000 0 0    
    APPLE LAPTOP COMPUTER 2009-12-22 4,200 4,200 SL 5.000000000000 0 0    
    DESK W/SHELVING CREDENZAS 2009-12-01 8,500 6,475 SL 7.000000000000 1,214 0    
    SHELVING FOR OFFICE 2010-03-29 11,451 8,180 SL 7.000000000000 1,636 0    
    OFFICE BACKGROUND M 2009-04-14 817 817 SL 5.000000000000 0 0    
    LAND - TAYLOR RANCH 1994-01-01 4,030,783   L   0 0    
    BUILDINGS - TAYLOR RANCH 1994-01-01 288,217 222,715 SL 27.500000000000 10,481 10,481    
    FENCING 2001-03-30 4,660 2,366 SL 27.500000000000 169 169    
    IMPROVEMENTS TO RED MTN 2005-07-15 8,977 3,179 SL 27.500000000000 326 326    
    FENCING 2007-06-25 10,640 2,999 SL 27.500000000000 387 387    
    WATERFALL/FOUNTAIN 2007-11-12 519 259 SL 15.000000000000 35 35    
    FENCING & GATE 2007-11-21 1,352 359 SL 27.500000000000 49 49    
    TAYLOR RANCH ROAD 2008-03-05 54,971 14,160 SL 27.500000000000 1,999 1,999    
    IMPROVEMENTS 2008-03-17 8,473 2,156 SL 27.500000000000 308 308    
    WATER WELLS 2007-12-31 705,927 131,232 SL 39.000000000000 18,101 18,101    
    IMPROVEMENTS 2008-03-17 71,588 18,221 SL 27.500000000000 2,603 2,603    
    LAND IMPROVEMENTS 2008-06-30 241,475 108,662 SL 15.000000000000 16,098 16,098    
    LAND IMPROVEMENTS 2008-09-30 73,136 31,694 SL 15.000000000000 4,876 4,876    
    LAND IMPROVEMENTS 2008-12-31 194,107 80,875 SL 15.000000000000 12,940 12,940    
    LAND IMPROVEMENTS 2009-03-31 104,403 41,760 SL 15.000000000000 6,960 6,960    
    ROOF 2008-07-15 21,165 5,197 SL 27.500000000000 770 770    
    WATER WELLS 2010-03-31 268,770 34,460 SL 39.000000000000 6,892 6,892    
    LAND - MAIN HOUSE 1993-08-01 350,000   L   0 0    
    BUILDING - MAIN HOUSE 1993-08-01 475,000 374,320 SL 27.500000000000 17,273 17,273    
    BUILT-IN MICROWAVE 1996-01-03 453 308 SL 27.500000000000 16 16    
    HARDWOOD FLOORS 1999-04-16 2,900 1,672 SL 27.500000000000 105 105    
    DRAPERY 1999-03-01 1,956 1,136 SL 27.500000000000 71 71    
    FURNACE 2004-03-26 1,864 748 SL 27.500000000000 68 68    
    HOUSE RENOVATION 2004-10-13 170,010 64,911 SL 27.500000000000 6,182 6,182    
    WATER HEATER 2004-11-03 685 685 SL 7.000000000000 0 0    
    BATHROOM AND KITCHEN 2004-12-09 1,257 475 SL 27.500000000000 46 46    
    AIR CONDITIONING 2004-12-09 1,323 1,323 SL 7.000000000000 0 0    
    APPLIANCES 2004-08-11 5,125 5,125 SL 7.000000000000 0 0    
    DISHWASHER 2004-08-11 1,121 1,121 SL 7.000000000000 0 0    
    IMPROVEMENTS 2007-05-09 600 174 SL 27.500000000000 22 22    
    IMPROVEMENTS 2007-10-12 6,880 1,875 SL 27.500000000000 250 250    
    ROOF AND RAFTERS 2007-12-12 35,778 9,541 SL 27.500000000000 1,301 1,301    
    AWNINGS 2007-09-21 2,077 2,077 SL 7.000000000000 0 0    
    LAND - MUSIC STUDIO 1993-08-01 275,000   L   0 0    
    BUILDING - MUSIC STUDIO 1993-08-01 275,000 216,667 SL 27.500000000000 10,000 10,000    
    IMPROVEMENTS 1993-12-01 65,537 50,837 SL 27.500000000000 2,383 2,383    
    WATER SOFTENER 1994-09-14 850 420 SL 39.000000000000 22 22    
    REFRIGERATOR 2004-03-16 4,612 4,612 SL 7.000000000000 0 0    
    OVENS 2004-03-16 2,875 2,875 SL 7.000000000000 0 0    
    KITCHEN APPLIANCES 2004-04-13 1,487 1,484 SL 7.000000000000 0 0    
    REFRIGERATOR/FREEZER 2005-03-31 1,487 1,484 SL 7.000000000000 0 0    
    WATER HEATER 2005-07-15 337 337 SL 7.000000000000 0 0    
    WASHER & DRYER 2005-09-12 1,302 1,302 SL 7.000000000000 0 0    
    TV AND ACCESSORIES 2006-08-11 1,928 1,928 SL 7.000000000000 0 0    
    WIRING, OUTLET, SUMP PUMP 2007-01-12 1,255 379 SL 27.500000000000 46 46    
    IMPROVEMENTS 2007-05-09 600 155 SL 27.500000000000 22 22    
    WINDOWS 2008-02-02 26,289 6,851 SL 27.500000000000 956 956    
    IMPROVEMENTS 2008-03-14 12,426 3,202 SL 27.500000000000 452 452    
    GATE 2007-12-03 4,155 1,107 SL 27.500000000000 151 151    
    IMPROVEMENTS 2009-02-15 200,621 44,986 SL 27.500000000000 7,295 7,295    
    IMPROVEMENTS - LAND 2009-02-15 69,292 28,484 SL 15.000000000000 4,619 4,619    
    FURNITURE 2008-04-09 1,473 1,470 SL 7.000000000000 0 0    
    FURNITURE 2008-05-12 539 533 SL 7.000000000000 6 6    
    FURNITURE 2008-10-20 1,036 950 SL 7.000000000000 86 86    
    FURNITURE 2009-02-10 2,157 1,899 SL 7.000000000000 258 258    
    FURNITURE 2009-02-10 894 789 SL 7.000000000000 105 105    
    FURNITURE 2009-02-10 534 469 SL 7.000000000000 65 65    
    FURNITURE 2009-03-10 2,901 2,519 SL 7.000000000000 382 382    
    FURNITURE 2009-03-10 1,985 1,728 SL 7.000000000000 257 257    
    IMPROVEMENTS - LANDSCAPING 2009-08-31 50,303 18,726 SL 15.000000000000 3,354 3,354    
    LAND - HOUSE/OFFICE/LOT 1996-01-01 275,000   L   0 0    
    OFFICE - HOUSE/OFFICE/LOT 1996-01-01 45,600 22,503 SL 39.000000000000 1,169 1,169    
    FLOURESCENT LIGHTS 1997-04-03 2,747 2,747 SL 7.000000000000 0 0    
    LEASEHOLD IMPROVEMENTS 1999-09-01 18,947 10,737 SL 27.500000000000 689 689    
    LEASEHOLD IMPROVEMENTS 2000-09-01 10,184 5,396 SL 27.500000000000 370 370    
    LEASEHOLD IMPROVEMENTS 2001-09-01 41,751 20,620 SL 27.500000000000 1,518 1,518    
    WATER HEATER 2001-06-05 521 521 SL 7.000000000000 0 0    
    CONSTRUCTION IN PROGRESS 2003-03-31 156,692 57,455 SL 27.500000000000 5,698 5,698    
    CONSTRUCTION IN PROGRESS 2004-03-31 454,814 166,768 SL 27.500000000000 16,539 16,539    
    WATER SOFTENER 2004-04-06 1,175 1,175 SL 7.000000000000 0 0    
    CAMERA 2004-04-06 1,925 1,925 SL 7.000000000000 0 0    
    NEW GATE 2005-09-30 6,132 3,885 SL 15.000000000000 409 409    
    ROSE GARDEN 2006-02-09 7,168 4,382 SL 15.000000000000 478 478    
    MAIL BOXES 2006-03-29 1,387 1,387 SL 7.000000000000 0 0    
    PARKING AREA 2006-07-14 28,003 8,908 SL 27.500000000000 1,018 1,018    
    STORAGE UNIT IN BACK 2007-01-29 71,808 21,323 SL 27.500000000000 2,611 2,611    
    STORAGE UNIT 2007-04-13 21,853 6,360 SL 27.500000000000 795 795    
    IMPROVEMENTS 2007-05-21 12,150 3,462 SL 27.500000000000 442 442    
    IMPROVEMENTS 2007-08-13 2,918 813 SL 27.500000000000 106 106    
    VARIOUS OFFICE PRODUCTS 2007-08-17 12,575 12,575 SL 7.000000000000 0 0    
    LAND - STABLES/LOT 1996-01-01 290,000     0 % 0 0    
    STABLES - STABLES/LOT 1996-01-01 10,000 7,007 SL 27.500000000000 364 364    
    CAR PORT 1996-12-01 2,919 1,943 SL 27.500000000000 106 106    
    MOTION SEC LIGHTS & LABOR 1997-04-03 801 522 SL 27.500000000000 29 29    
    SHELVES/SHOP 1997-04-03 354 234 SL 27.500000000000 13 13    
    CONCRETE SLAB 1997-04-03 860 558 SL 27.500000000000 31 31    
    CONCRETE SLAB 1998-12-18 4,088 2,421 SL 27.500000000000 149 149    
    CEMENT WALL 1999-08-19 764 436 SL 27.500000000000 28 28    
    ROOF 2004-05-11 15,560 6,179 SL 27.500000000000 566 566    
    NEW BARN ADDITION 2005-12-31 63,980 21,525 SL 27.500000000000 2,327 2,327    
    ADD NEW BARN ADDITION 2007-02-28 131,673 38,703 SL 27.500000000000 4,788 4,788    
    IMPROVEMENTS 2007-05-09 4,903 1,409 SL 27.500000000000 178 178    
    CARPORT LIGHTS & MONITOR 2007-05-22 1,592 454 SL 27.500000000000 58 58    
    IMPROVEMENTS - CANYON 2007-08-31 17,068 4,709 SL 27.500000000000 621 621    
    IMPROVEMENTS 2007-10-12 1,524 413 SL 27.500000000000 55 55    
    BUILDING 2010-03-31 46,538 8,460 SL 27.500000000000 1,692 1,692    
    VACANT LOT 1994-01-01 300,000   L   0 0    
    VACANT LOT 1996-01-01 300,000   L   0 0    
    FENCE 1997-09-15 2,995 1,917 SL 27.500000000000 109 109    
    HOUSE - LCL RENTAL 1996-09-19 144,400 97,581 SL 27.500000000000 5,251 5,251    
    REFRIGERATOR 2003-03-31 600 600 SL 7.000000000000 0 0    
    REPAIRS, CLEANING, PAINT 2004-01-29 33,296 13,523 SL 27.500000000000 1,211 1,211    
    DISHWASHER 2004-02-12 544 544 SL 7.000000000000 0 0    
    OVEN STOVE TOP 2004-02-12 818 818 SL 7.000000000000 0 0    
    WASHER - DRYER 2004-02-12 740 740 SL 7.000000000000 0 0    
    BLINDS 2003-06-26 3,049 3,049 SL 7.000000000000 0 0    
    POND 2003-07-14 718 564 SL 15.000000000000 48 48    
    WATER SOFTENER 2004-04-06 2,575 2,575 SL 7.000000000000 0 0    
    ELECTRICAL WORK 2004-04-06 1,000 1,000 SL 7.000000000000 0 0    
    TIMBERMILL STORAGE BARN 2004-08-11 2,499 971 SL 27.500000000000 91 91    
    NEW WIRING 2006-02-10 1,156 385 SL 27.500000000000 42 42    
    NEW TILE 2005-11-09 5,866 2,006 SL 27.500000000000 213 213    
    LIGHTS 2006-12-15 2,323 700 SL 27.500000000000 84 84    
    CROWN MOLDING 2007-01-10 1,052 314 SL 27.500000000000 38 38    
    ELECTRICAL BOX AND WIRING 2007-04-06 2,141 624 SL 27.500000000000 78 78    
    IMPROVEMENTS 2007-07-13 635 178 SL 27.500000000000 23 23    
    OUTDOOR ELECTRICAL PANEL 2007-09-21 3,883 1,058 SL 27.500000000000 141 141    
    WASHER AND DRYER 2007-12-12 3,726 3,726 SL 7.000000000000 0 0    
    IMPROVEMENTS 2008-09-30 293,820 69,446 SL 27.500000000000 10,684 10,684    
    IMPROVEMENTS 2008-12-31 222,218 50,506 SL 27.500000000000 8,081 8,081    
    IMPROVEMENTS 2009-03-31 17,177 3,750 SL 27.500000000000 625 625    
    LCL REMODEL 2010-03-31 12,250 2,225 SL 27.500000000000 445 445    
    MINERAL RIGHTS AERA - DEPLETION 2004-10-01 18,985,648 18,985,648 SL 0 % 0 0    
    LAND - WELTY PROPERTY 2011-03-31 4,503,679   L   0 0    
    IMPROVEMENTS '10 2010-12-27 37,660 5,818 SL 27.500000000000 1,369 1,369    
    DRAPERIES 2011-03-01 17,773 10,368 SL 7.000000000000 2,539 2,539    
    IMPROVEMENTS '10 2010-07-01 11,531 1,990 SL 27.500000000000 419 419    
    FURNITURE 2010-07-01 3,445 2,337 SL 7.000000000000 492 492    
    SECURITY SYSTEM 2011-03-01 1,646 960 SL 7.000000000000 235 235    
    WOOD FLOORING FOR OFFICE 2014-12-05 29,147 353 SL 27.500000000000 1,060 1,060    
    SECURITY SYSTEM 2011-03-01 549 319 SL 7.000000000000 78 78    
    NEW STORAGE SHED 2014-10-13 90,310 1,642 SL 27.500000000000 3,284 3,284    
    HP PRINTER 2010-07-12 647 613 SL 5.000000000000 34 0    
    LEAF BLOWER 2010-12-01 533 464 SL 5.000000000000 69 0    
    HP COMPUTER 2010-12-01 807 698 SL 5.000000000000 109 0    
    CONFERENCE ROOM FURNITURE 2010-07-01 4,307 2,921 SL 7.000000000000 615 0    
    OFFICE FURNISHINGS 2011-02-09 4,261 2,537 SL 7.000000000000 609 0    
    WATER WELLS #4 2011-03-31 111,533 29,744 SL 15.000000000000 7,436 7,436    
    REVERSE OSMOSIS SYSTEM 2011-03-31 298,606 170,632 SL 7.000000000000 42,658 42,658    
    CHEVROLET SILVERADO 2011-02-25 46,997 38,379 SL 5.000000000000 8,618 0    
    TEX TRAILER 2010-09-14 2,153 1,975 SL 5.000000000000 178 0    
    VACUUM CLEANER 2011-05-05 3,552 2,781 SL 5.000000000000 710 0    
    PROJECTOR 2011-05-05 640 501 SL 5.000000000000 128 0    
    SONY COMPUTER 2011-06-03 7,382 5,658 SL 5.000000000000 1,476 0    
    SONY COMPUTER 2011-06-03 7,382 5,658 SL 5.000000000000 1,476 0    
    IMPROVEMENTS '10 2010-03-31 286,334 52,060 SL 27.500000000000 10,412 10,412    
    IMPROVEMENTS '10 2010-03-31 205,383 37,340 SL 27.500000000000 7,468 7,468    
    SONY COMPUTER 2011-06-03 6,026 4,619 SL 5.000000000000 1,205 0    
    SONY COMPUTER 2011-07-07 5,278 3,960 SL 5.000000000000 1,056 0    
    HEDGE TRIMMER 2011-10-27 640 437 SL 5.000000000000 128 0    
    OFFICE CHAIRS 2011-11-15 1,752 1,196 SL 5.000000000000 350 0    
    SONY NOTEBOOK 2011-11-23 1,800 1,200 SL 5.000000000000 360 0    
    SONY COMPUTER 2011-07-07 8,712 6,533 SL 5.000000000000 1,742 0    
    LIFT GATE/2011 CHEVY SILVERADO 2011-04-13 4,671 3,736 SL 5.000000000000 935 0    
    FURNISHINGS - CONFERENCE ROOM 2011-05-05 9,148 7,167 SL 5.000000000000 1,830 0    
    OFFICE CHAIRS - CONFERENCE ROOM 2011-08-09 3,504 2,570 SL 5.000000000000 701 0    
    FURNISHINGS - CONFERENCE ROOM 2011-11-01 26,649 18,211 SL 5.000000000000 5,330 0    
    FURNISHINGS 2011-08-10 51,593 37,836 SL 5.000000000000 10,319 10,319    
    IMPROVEMENTS 2011-10-26 61,490 7,640 SL 27.500000000000 2,236 2,236    
    WATER WELLS 2012-03-31 326,302 65,259 SL 15.000000000000 21,753 21,753    
    SECURITY CAMERA 2012-03-09 962 592 SL 5.000000000000 192 0    
    REVERSE OSMOSIS SYSTEM 2012-01-17 123,149 55,711 SL 7.000000000000 17,593 17,593    
    FURNISHINGS 2011-06-05 2,379 1,303 SL 7.000000000000 340 340    
    FURNISHINGS 2011-11-01 8,571 4,182 SL 7.000000000000 1,224 1,224    
    STORAGE BUILDING 2010-11-23 3,397 496 SL 27.500000000000 124 124    
    LAND IMPROVEMENTS 2011-06-30 194,829 48,708 SL 15.000000000000 12,989 12,989    
    FURNISHINGS 2013-01-25 9,476 4,106 SL 5.000000000000 1,895 1,895    
    IMPROVEMENTS 2012-07-17 17,072 1,656 SL 27.500000000000 621 621    
    DEHUMIDIFIER 2013-01-25 1,669 516 SL 7.000000000000 238 238    
    FURNISHINGS 2013-01-25 28,954 8,961 SL 7.000000000000 4,136 4,136    
    PICTURE FRAMES 2013-03-31 8,000 2,286 SL 7.000000000000 1,143 1,143    
    STORAGE BUILDING 2012-10-01 10,300 937 SL 27.500000000000 375 375    
    CAMERA 2012-06-28 7,346 4,040 SL 5.000000000000 1,469 0    
    TABLE SAW 2012-07-17 2,722 1,451 SL 5.000000000000 544 0    
    2 COMPUTERS 2012-07-31 4,148 2,213 SL 5.000000000000 830 0    
    WELDING MACHINE 2012-09-13 4,478 2,314 SL 5.000000000000 896 0    
    FILE CABINET 2012-07-17 1,005 384 SL 7.000000000000 144 0    
    TABLES - OFFICE 2012-10-25 11,637 4,017 SL 7.000000000000 1,662 0    
    FURNITURE 2012-11-27 15,952 5,318 SL 7.000000000000 2,279 0    
    FURNITURE 2013-01-25 10,759 3,330 SL 7.000000000000 1,537 0    
    PICTURE FRAMES 2013-03-31 8,000 2,286 SL 7.000000000000 1,143 0    
    WATER WELLS 2013-03-27 458,685 61,158 SL 15.000000000000 30,579 30,579    
    REVERSE OSMOSIS SYSTEM IMPROVEMENT 2013-01-17 4,204 1,302 SL 7.000000000000 601 601    
    IMPROVEMENTS 2013-03-21 1,260 92 SL 27.500000000000 46 46    
    WATER WELLS 2013-03-31 115,035 15,338 SL 15.000000000000 7,669 7,669    
    IMRPOVEMENTS - PALM TREES 2013-12-13 9,586 465 SL 27.500000000000 349 349    
    BACKPACK SPRAYERS 2013-08-06 23,762 7,920 SL 5.000000000000 4,752 4,752    
    WATER WELLS 2014-03-31 285,236 19,016 SL 15.000000000000 19,016 19,016    
    REVERSE OSMOSIS SYSTEM 2014-03-31 427,309 61,044 SL 7.000000000000 61,044 61,044    
    PLUMBING ADOBE 2015-01-17 6,955 77 SL 15.000000000000 464 464    
    IMPROVEMENTS - LANDSCAPING 2014-03-17 1,923 128 SL 15.000000000000 128 128    
    FURNISHINGS 2013-05-16 14,542 3,808 SL 7.000000000000 2,077 2,077    
    FURNISHINGS 2013-05-16 11,410 2,988 SL 7.000000000000 1,630 1,630    
    FURNISHINGS 2013-05-30 3,931 1,030 SL 7.000000000000 562 562    
    FURNISHINGS 2013-05-30 975 255 SL 7.000000000000 139 139    
    IMPROVEMENTS - LANDSCAPING 2014-07-29 34,322 1,525 SL 15.000000000000 2,288 2,288    
    DISCOVERY COMPUTER 2013-12-16 4,116 1,029 SL 5.000000000000 823 0    
    APPLE COMPUTER 2014-03-26 3,784 757 SL 5.000000000000 757 0    
    PICTURE FRAMES 2013-06-10 4,536 1,188 SL 7.000000000000 648 0    
    PICTURE FRAMES 2013-09-10 2,406 545 SL 7.000000000000 344 0    
    TABLES & CABINETS - OFFICE 2013-05-30 6,048 1,584 SL 7.000000000000 864 0    
    OFFICE CHAIRS - OFFICE 2013-07-16 3,689 878 SL 7.000000000000 527 0    
    OFFICE CHAIRS - OFFICE 2013-08-13 3,328 792 SL 7.000000000000 475 0    
    FILTRATION EQUIPMENT 2013-09-10 714 226 SL 5.000000000000 143 0    
    CONFERENCE TABLE ADOBE 2015-03-12 1,944 32 SL 5.000000000000 389 389    
    IMPROVEMENTS 2014-07-29 160,913 3,901 SL 27.500000000000 5,851 5,851    
    IMPROVEMENTS 2014-10-08 64,684 1,176 SL 27.500000000000 2,352 2,352    
    CONVENTION OVEN 2014-12-05 5,456 260 SL 7.000000000000 779 779    
    GARAGE DOOR 2015-02-27 3,248 39 SL 7.000000000000 464 464    
    DISHWASHER 2015-03-03 2,232 27 SL 7.000000000000 319 319    
    DRAPERIES & UPHOLESTRY 2014-12-05 18,694 890 SL 7.000000000000 2,671 2,671    
    HP COMPUTER 2014-04-01 2,195 439 SL 5.000000000000 439 0    
    SAMSUNG COMPUTER 2014-04-17 2,185 401 SL 5.000000000000 437 0    
    HP 500 PRINTER 2014-04-30 1,000 183 SL 5.000000000000 200 0    
    HP COPIER 2014-10-02 6,210 621 SL 5.000000000000 1,242 0    
    APPLE IPAD 2014-10-27 1,006 84 SL 5.000000000000 201 0    
    NIKON CAMERA EQUIPMENT 2014-11-21 1,897 126 SL 5.000000000000 379 0    
    APPLE TABLETS (2) 2014-11-21 2,020 135 SL 5.000000000000 404 0    
    APPLE IPAD 2014-12-01 1,006 67 SL 5.000000000000 201 0    
    APPLE IPAD 2014-10-27 898 75 SL 5.000000000000 180 0    
    IMPROVEMENTS 2014-07-10 151,692 4,137 SL 27.500000000000 5,516 5,516    
    MONITORING WATER WELLS (3) 2014-10-31 297,326 8,259 SL 15.000000000000 19,822 19,822    
    OFFICE FURNITURE SHELVING 2014-09-02 6,602 550 SL 7.000000000000 943 0    
    REVERSE OSMOSIS EQUIPMENT 2014-11-05 1,033,770 61,534 SL 7.000000000000 147,681 147,681    
    WATER WELL 2015-03-31 399,630   SL 39.000000000000 0 0    
    WATER WELL 2016-03-31 270,192   NC 0 % 0 0    
    WATER WELL 2016-03-31 337,360   NC 0 % 0 0    
    REMODEL 2016-03-31 147,853   NC 27.500000000000 0 0    
    FURNISHINGS 2016-03-31 83,703   NC 5.000000000000 0 0    
    IMPROVEMENTS - TREES 2015-12-15 4,387   SL 27.500000000000 53 53    
    WATER EQUIPMENT 2015-07-24 13,299   SL 5.000000000000 1,773 1,773    
    LAUNDRY ROOM 2016-03-01 6,110   SL 7.000000000000 73 73    
    CARRIAGE HOUSE   75,452   NC 0 % 0 0    
    DRAPERIES & UPHOLESTRY 2015-04-07 26,506   SL 7.000000000000 3,787 3,787    
    FILING CABINET 2015-04-10 15,751   SL 7.000000000000 2,250 0    
    FILTRATION EQUIPMENT 2015-07-30 10,089   SL 5.000000000000 1,345 0    
    FURNISHINGS 2015-06-02 951   SL 7.000000000000 113 0    
    WATER WELLS 2015-04-16 69,968   SL 15.000000000000 4,276 4,276    
    REVERSE OSMOSIS SYSTEM 2015-04-21 16,072   SL 7.000000000000 2,105 2,105    
    FURNISHINGS 2015-11-28 1,800   SL 7.000000000000 86 0    
    FURNISHINGS 2015-12-30 1,440   SL 7.000000000000 51 0    
    FURNISHINGS 2016-03-01 1,435   SL 7.000000000000 17 0    
    CABINET 2015-11-28 2,250   SL 7.000000000000 107 107    
    TABLES & PANELS 2015-12-30 6,938   SL 7.000000000000 248 248    
    BOOKCASE 2016-03-25 2,500   SL 7.000000000000 0 0    
    WATER WELLS 2015-05-15 57,693   SL 15.000000000000 3,526 3,526    
    WATER WELLS 2015-11-17 158,450   SL 15.000000000000 3,521 3,521    
    WATER WELLS 2015-12-23 151,820   SL 15.000000000000 2,530 2,530    
    WATER WELLS 2016-03-31 127,928   SL 15.000000000000 0 0    
    GARAGE 2016-03-31 74,976   SL 27.500000000000 0 0    
    WATER EQUIPMENT 2015-12-09 8,852   SL 5.000000000000 590 590    
    WATER EQUIPMENT 2016-03-30 5,591   SL 5.000000000000 0 0    
    COMMERCIAL BUILDING 2015-07-27 5,106,051   SL 27.500000000000 123,783 123,783    

    TY 2015 GeneralExplanationAttachment
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Identifier Return Reference Explanation
      FORM PP0-PF, LINE 1(A)(4) THE FOUNDATION UTILIZES THE SERVICES OF CHARLES C. GRAY AND HIS AFFILIATED ROTH CAPITAL FOR FINANCIAL ADVISORY AND ADMINISTRATIVE DUTIES; MR. GRAY IS THE TREASURER OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY.

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 46,642,295 46,291,766

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON AND PREFERRED STOCK 39,031,475 54,484,651

    TY 2015 InvestmentsLandSchedule2
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND - TAYLOR RANCH 4,030,783 0 4,030,783  
    BUILDINGS - TAYLOR RANCH 288,217 233,196 55,021  
    FENCING 4,660 2,535 2,125  
    IMPROVEMENTS TO RED MTN 8,977 3,505 5,472  
    FENCING 10,640 3,386 7,254  
    WATERFALL/FOUNTAIN 519 294 225  
    FENCING & GATE 1,352 408 944  
    TAYLOR RANCH ROAD 54,971 16,159 38,812  
    IMPROVEMENTS 8,473 2,464 6,009  
    WATER WELLS 705,927 149,333 556,594  
    IMPROVEMENTS 71,588 20,824 50,764  
    LAND IMPROVEMENTS 241,475 124,760 116,715  
    LAND IMPROVEMENTS 73,136 36,570 36,566  
    LAND IMPROVEMENTS 194,107 93,815 100,292  
    LAND IMPROVEMENTS 104,403 48,720 55,683  
    ROOF 21,165 5,967 15,198  
    WATER WELLS 268,770 41,352 227,418  
    LAND - MAIN HOUSE 350,000 0 350,000  
    BUILDING - MAIN HOUSE 475,000 391,593 83,407  
    BUILT-IN MICROWAVE 453 324 129  
    HARDWOOD FLOORS 2,900 1,777 1,123  
    DRAPERY 1,956 1,207 749  
    FURNACE 1,864 816 1,048  
    HOUSE RENOVATION 170,010 71,093 98,917  
    WATER HEATER 685 685 0  
    BATHROOM AND KITCHEN 1,257 521 736  
    AIR CONDITIONING 1,323 1,323 0  
    APPLIANCES 5,125 5,125 0  
    DISHWASHER 1,121 1,121 0  
    IMPROVEMENTS 600 196 404  
    IMPROVEMENTS 6,880 2,125 4,755  
    ROOF AND RAFTERS 35,778 10,842 24,936  
    AWNINGS 2,077 2,077 0  
    LAND - MUSIC STUDIO 275,000 0 275,000  
    BUILDING - MUSIC STUDIO 275,000 226,667 48,333  
    IMPROVEMENTS 65,537 53,220 12,317  
    WATER SOFTENER 850 442 408  
    REFRIGERATOR 4,612 4,612 0  
    OVENS 2,875 2,875 0  
    KITCHEN APPLIANCES 1,487 1,484 3  
    REFRIGERATOR/FREEZER 1,487 1,484 3  
    WATER HEATER 337 337 0  
    WASHER & DRYER 1,302 1,302 0  
    TV AND ACCESSORIES 1,928 1,928 0  
    WIRING, OUTLET, SUMP PUMP 1,255 425 830  
    IMPROVEMENTS 600 177 423  
    WINDOWS 26,289 7,807 18,482  
    IMPROVEMENTS 12,426 3,654 8,772  
    GATE 4,155 1,258 2,897  
    IMPROVEMENTS 200,621 52,281 148,340  
    IMPROVEMENTS - LAND 69,292 33,103 36,189  
    FURNITURE 1,473 1,470 3  
    FURNITURE 539 539 0  
    FURNITURE 1,036 1,036 0  
    FURNITURE 2,157 2,157 0  
    FURNITURE 894 894 0  
    FURNITURE 534 534 0  
    FURNITURE 2,901 2,901 0  
    FURNITURE 1,985 1,985 0  
    IMPROVEMENTS - LANDSCAPING 50,303 22,080 28,223  
    LAND - HOUSE/OFFICE/LOT 275,000 0 275,000  
    OFFICE - HOUSE/OFFICE/LOT 45,600 23,672 21,928  
    FLOURESCENT LIGHTS 2,747 2,747 0  
    LEASEHOLD IMPROVEMENTS 18,947 11,426 7,521  
    LEASEHOLD IMPROVEMENTS 10,184 5,766 4,418  
    LEASEHOLD IMPROVEMENTS 41,751 22,138 19,613  
    WATER HEATER 521 521 0  
    CONSTRUCTION IN PROGRESS 156,692 63,153 93,539  
    CONSTRUCTION IN PROGRESS 454,814 183,307 271,507  
    WATER SOFTENER 1,175 1,175 0  
    CAMERA 1,925 1,925 0  
    NEW GATE 6,132 4,294 1,838  
    ROSE GARDEN 7,168 4,860 2,308  
    MAIL BOXES 1,387 1,387 0  
    PARKING AREA 28,003 9,926 18,077  
    STORAGE UNIT IN BACK 71,808 23,934 47,874  
    STORAGE UNIT 21,853 7,155 14,698  
    IMPROVEMENTS 12,150 3,904 8,246  
    IMPROVEMENTS 2,918 919 1,999  
    VARIOUS OFFICE PRODUCTS 12,575 12,575 0  
    LAND - STABLES/LOT 290,000 0 290,000  
    STABLES - STABLES/LOT 10,000 7,371 2,629  
    CAR PORT 2,919 2,049 870  
    MOTION SEC LIGHTS & LABOR 801 551 250  
    SHELVES/SHOP 354 247 107  
    CONCRETE SLAB 860 589 271  
    CONCRETE SLAB 4,088 2,570 1,518  
    CEMENT WALL 764 464 300  
    ROOF 15,560 6,745 8,815  
    NEW BARN ADDITION 63,980 23,852 40,128  
    ADD NEW BARN ADDITION 131,673 43,491 88,182  
    IMPROVEMENTS 4,903 1,587 3,316  
    CARPORT LIGHTS & MONITOR 1,592 512 1,080  
    IMPROVEMENTS - CANYON 17,068 5,330 11,738  
    IMPROVEMENTS 1,524 468 1,056  
    BUILDING 46,538 10,152 36,386  
    VACANT LOT 300,000 0 300,000  
    VACANT LOT 300,000 0 300,000  
    FENCE 2,995 2,026 969  
    HOUSE - LCL RENTAL 144,400 102,832 41,568  
    REFRIGERATOR 600 600 0  
    REPAIRS, CLEANING, PAINT 33,296 14,734 18,562  
    DISHWASHER 544 544 0  
    OVEN STOVE TOP 818 818 0  
    WASHER - DRYER 740 740 0  
    BLINDS 3,049 3,049 0  
    POND 718 612 106  
    WATER SOFTENER 2,575 2,575 0  
    ELECTRICAL WORK 1,000 1,000 0  
    TIMBERMILL STORAGE BARN 2,499 1,062 1,437  
    NEW WIRING 1,156 427 729  
    NEW TILE 5,866 2,219 3,647  
    LIGHTS 2,323 784 1,539  
    CROWN MOLDING 1,052 352 700  
    ELECTRICAL BOX AND WIRING 2,141 702 1,439  
    IMPROVEMENTS 635 201 434  
    OUTDOOR ELECTRICAL PANEL 3,883 1,199 2,684  
    WASHER AND DRYER 3,726 3,726 0  
    IMPROVEMENTS 293,820 80,130 213,690  
    IMPROVEMENTS 222,218 58,587 163,631  
    IMPROVEMENTS 17,177 4,375 12,802  
    LCL REMODEL 12,250 2,670 9,580  
    LAND - WELTY PROPERTY 4,503,679 0 4,503,679  
    IMPROVEMENTS '10 37,660 7,187 30,473  
    DRAPERIES 17,773 12,907 4,866  
    IMPROVEMENTS '10 11,531 2,409 9,122  
    FURNITURE 3,445 2,829 616  
    SECURITY SYSTEM 1,646 1,195 451  
    WOOD FLOORING FOR OFFICE 29,147 1,413 27,734  
    SECURITY SYSTEM 549 397 152  
    NEW STORAGE SHED 90,310 4,926 85,384  
    WATER WELLS #4 111,533 37,180 74,353  
    REVERSE OSMOSIS SYSTEM 298,606 213,290 85,316  
    IMPROVEMENTS '10 286,334 62,472 223,862  
    IMPROVEMENTS '10 205,383 44,808 160,575  
    FURNISHINGS 51,593 48,155 3,438  
    IMPROVEMENTS 61,490 9,876 51,614  
    WATER WELLS 326,302 87,012 239,290  
    REVERSE OSMOSIS SYSTEM 123,149 73,304 49,845  
    FURNISHINGS 2,379 1,643 736  
    FURNISHINGS 8,571 5,406 3,165  
    STORAGE BUILDING 3,397 620 2,777  
    LAND IMPROVEMENTS 194,829 61,697 133,132  
    FURNISHINGS 9,476 6,001 3,475  
    IMPROVEMENTS 17,072 2,277 14,795  
    DEHUMIDIFIER 1,669 754 915  
    FURNISHINGS 28,954 13,097 15,857  
    PICTURE FRAMES 8,000 3,429 4,571  
    STORAGE BUILDING 10,300 1,312 8,988  
    WATER WELLS 458,685 91,737 366,948  
    REVERSE OSMOSIS SYSTEM IMPROVEMENT 4,204 1,903 2,301  
    IMPROVEMENTS 1,260 138 1,122  
    WATER WELLS 115,035 23,007 92,028  
    IMRPOVEMENTS - PALM TREES 9,586 814 8,772  
    BACKPACK SPRAYERS 23,762 12,672 11,090  
    WATER WELLS 285,236 38,032 247,204  
    REVERSE OSMOSIS SYSTEM 427,309 122,088 305,221  
    PLUMBING ADOBE 6,955 541 6,414  
    IMPROVEMENTS - LANDSCAPING 1,923 256 1,667  
    FURNISHINGS 14,542 5,885 8,657  
    FURNISHINGS 11,410 4,618 6,792  
    FURNISHINGS 3,931 1,592 2,339  
    FURNISHINGS 975 394 581  
    IMPROVEMENTS - LANDSCAPING 34,322 3,813 30,509  
    CONFERENCE TABLE ADOBE 1,944 421 1,523  
    IMPROVEMENTS 160,913 9,752 151,161  
    IMPROVEMENTS 64,684 3,528 61,156  
    CONVENTION OVEN 5,456 1,039 4,417  
    GARAGE DOOR 3,248 503 2,745  
    DISHWASHER 2,232 346 1,886  
    DRAPERIES & UPHOLESTRY 18,694 3,561 15,133  
    IMPROVEMENTS 151,692 9,653 142,039  
    MONITORING WATER WELLS (3) 297,326 28,081 269,245  
    REVERSE OSMOSIS EQUIPMENT 1,033,770 209,215 824,555  
    WATER WELL 270,192 0 270,192  
    WATER WELL 337,360 0 337,360  
    REMODEL 147,853 0 147,853  
    FURNISHINGS 83,703 0 83,703  
    IMPROVEMENTS - TREES 4,387 53 4,334  
    WATER EQUIPMENT 13,299 1,773 11,526  
    LAUNDRY ROOM 6,110 73 6,037  
    CARRIAGE HOUSE 75,452 0 75,452  
    DRAPERIES & UPHOLESTRY 26,506 3,787 22,719  
    WATER WELLS 69,968 4,276 65,692  
    REVERSE OSMOSIS SYSTEM 16,072 2,105 13,967  
    CABINET 2,250 107 2,143  
    TABLES & PANELS 6,938 248 6,690  
    BOOKCASE 2,500 0 2,500  
    WATER WELLS 57,693 3,526 54,167  
    WATER WELLS 158,450 3,521 154,929  
    WATER WELLS 151,820 2,530 149,290  
    WATER WELLS 127,928 0 127,928  
    GARAGE 74,976 0 74,976  
    WATER EQUIPMENT 8,852 590 8,262  
    WATER EQUIPMENT 5,591 0 5,591  
    COMMERCIAL BUILDING 5,106,051 123,783 4,982,268  

    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WORKS OF ART/FURNISHINGS - MUSIC STUDIO AT COST 92,216 92,216
    REAL ESTATE INVESTMENT TRUSTS AT COST 139,552 579,243
    MUTUAL FUNDS AT COST 1,228,926 867,310

    TY 2015 LandEtcSchedule2
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNISHINGS 119,648 119,648 0 0
    TRACKLIGHTING IN OFFICE 2,097 722 1,375 1,375
    HEDGE TRIMMER/GAS 512 512 0 0
    STILL WOODCUTTER 699 699 0 0
    WEED WACKER 512 512 0 0
    REFRIGERATOR 123 123 0 0
    TOOL BOX 258 258 0 0
    TOOLS 88 88 0 0
    FILE CABINET 150 150 0 0
    PAPER SHREDDER 140 140 0 0
    HEDGECLIPPER 582 582 0 0
    PERIMETER GATE SYSTEM 4,145 4,145 0 0
    PERIMETER POWER SUPPLY 888 888 0 0
    LOG CUTTER 635 635 0 0
    MOWER 426 426 0 0
    SHREDDER/BAGS 814 814 0 0
    PHONE SYSTEM 180 180 0 0
    EXTENSION SAW 618 618 0 0
    WEEDEATER 512 512 0 0
    STIHL BLOWER 430 430 0 0
    FILE CABINETS 8,221 8,218 3 3
    GATE CAMERAS 210 210 0 0
    GATE CAMERAS 1,086 1,086 0 0
    TWO VACUUM CLEANERS 1,464 1,464 0 0
    MAIL BOXES AND WALL 2,388 2,388 0 0
    2001 CHEVY TRUCK 28,732 28,732 0 0
    2005 CADILLAC ESCALADE 58,495 58,495 0 0
    TOOLS 862 862 0 0
    TREES 2,539 1,352 1,187 1,187
    2008 CHEVY SILVERADO 3500 48,735 48,735 0 0
    FILING CABINET 3,367 3,367 0 0
    LASERJET PRINTER 700 700 0 0
    AIR PURIFIER W/FLTRS BARN 1,522 1,522 0 0
    AIR PURIFIER W/FLTRS OFC 1,963 1,963 0 0
    XM RADIO CONFERENCE RM 484 484 0 0
    HONDA GENERATOR 2,086 2,086 0 0
    APPLE LAPTOP COMPUTER 4,200 4,200 0 0
    DESK W/SHELVING CREDENZAS 8,500 7,689 811 811
    SHELVING FOR OFFICE 11,451 9,816 1,635 1,635
    OFFICE BACKGROUND M 817 817 0 0
    HP PRINTER 647 647 0 0
    LEAF BLOWER 533 533 0 0
    HP COMPUTER 807 807 0 0
    CONFERENCE ROOM FURNITURE 4,307 3,536 771 771
    OFFICE FURNISHINGS 4,261 3,146 1,115 1,115
    CHEVROLET SILVERADO 46,997 46,997 0 0
    TEX TRAILER 2,153 2,153 0 0
    VACUUM CLEANER 3,552 3,491 61 61
    PROJECTOR 640 629 11 11
    SONY COMPUTER 7,382 7,134 248 248
    SONY COMPUTER 7,382 7,134 248 248
    SONY COMPUTER 6,026 5,824 202 202
    SONY COMPUTER 5,278 5,016 262 262
    HEDGE TRIMMER 640 565 75 75
    OFFICE CHAIRS 1,752 1,546 206 206
    SONY NOTEBOOK 1,800 1,560 240 240
    SONY COMPUTER 8,712 8,275 437 437
    LIFT GATE/2011 CHEVY SILVERADO 4,671 4,671 0 0
    FURNISHINGS - CONFERENCE ROOM 9,148 8,997 151 151
    OFFICE CHAIRS - CONFERENCE ROOM 3,504 3,271 233 233
    FURNISHINGS - CONFERENCE ROOM 26,649 23,541 3,108 3,108
    SECURITY CAMERA 962 784 178 178
    CAMERA 7,346 5,509 1,837 1,837
    TABLE SAW 2,722 1,995 727 727
    2 COMPUTERS 4,148 3,043 1,105 1,105
    WELDING MACHINE 4,478 3,210 1,268 1,268
    FILE CABINET 1,005 528 477 477
    TABLES - OFFICE 11,637 5,679 5,958 5,958
    FURNITURE 15,952 7,597 8,355 8,355
    FURNITURE 10,759 4,867 5,892 5,892
    PICTURE FRAMES 8,000 3,429 4,571 4,571
    DISCOVERY COMPUTER 4,116 1,852 2,264 2,264
    APPLE COMPUTER 3,784 1,514 2,270 2,270
    PICTURE FRAMES 4,536 1,836 2,700 2,700
    PICTURE FRAMES 2,406 889 1,517 1,517
    TABLES & CABINETS - OFFICE 6,048 2,448 3,600 3,600
    OFFICE CHAIRS - OFFICE 3,689 1,405 2,284 2,284
    OFFICE CHAIRS - OFFICE 3,328 1,267 2,061 2,061
    FILTRATION EQUIPMENT 714 369 345 345
    HP COMPUTER 2,195 878 1,317 1,317
    SAMSUNG COMPUTER 2,185 838 1,347 1,347
    HP 500 PRINTER 1,000 383 617 617
    HP COPIER 6,210 1,863 4,347 4,347
    APPLE IPAD 1,006 285 721 721
    NIKON CAMERA EQUIPMENT 1,897 505 1,392 1,392
    APPLE TABLETS (2) 2,020 539 1,481 1,481
    APPLE IPAD 1,006 268 738 738
    APPLE IPAD 898 255 643 643
    OFFICE FURNITURE SHELVING 6,602 1,493 5,109 5,109
    FILING CABINET 15,751 2,250 13,501 13,501
    FILTRATION EQUIPMENT 10,089 1,345 8,744 8,744
    FURNISHINGS 951 113 838 838
    FURNISHINGS 1,800 86 1,714 1,714
    FURNISHINGS 1,440 51 1,389 1,389
    FURNISHINGS 1,435 17 1,418 1,418


    TY 2015 LegalFeesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 21,536 0   21,536


    TY 2015 OtherAssetsSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    EMPLOYEE ADVANCES 8,152 19,674 19,674


    TY 2015 OtherExpensesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GARDEN AND GROUNDS 26,427 0   26,427
    REPAIRS AND MAINTENANCE 85,572 0   85,572
    MISCELLANEOUS 17,141 0   17,141
    UTILITIES 19,268 0   19,268
    AUTO EXPENSE 41,199 0   41,199
    INSURANCE - GENERAL AND LIABILITY 80,798 0   80,798
    OFFICE SUPPLIES 31,974 0   31,974
    INSURANCE - HEALTH 113,639 71,383   42,256
    CONTINUING EDUCATION 175 0   175
    RENTAL EXPENSES 5,662,745 5,662,745   0
    FIRE PREVENTION 1,775 0   1,775
    DUES/FEES 13,763 0   13,763
    WORKERS COMPENSATION 21,383 17,106   4,277


    TY 2015 OtherIncreasesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Description Amount
    PERCENTAGE DEPLETION IN EXCESS OF COST 1,951,934


    TY 2015 OtherLiabilitiesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSIT PAYABLE 0 15,000


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES - UNION BANK 67,109 67,109   0
    INVESTMENT FEES - WELLS FARGO 135,060 135,060   0
    INVESTMENT FEES - MONTECITO B & T 43,214 43,214   0


    TY 2015 TaxesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 200,000 0   0
    FOREIGN TAXES 8,451 8,451   0
    PAYROLL TAXES 76,821 44,556   32,265
    TAXES - OFFICE 180 0   180
    TAXES - MAINTENANCE BUILDING 4,502 0   4,502