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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 04-01-2017 , and ending 03-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$130,166,692J 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) 347,717
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,149 2,149  
4 Dividends and interest from securities... 1,903,560 1,903,560  
5a Gross rents............ 13,091,573 13,091,573  
b Net rental income or (loss) 5,294,715
6a Net gain or (loss) from sale of assets not on line 10 1,920,829
b Gross sales price for all assets on line 6a 58,412,149
7 Capital gain net income (from Part IV, line 2)... 1,920,829
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........ 17,265,828 16,918,111  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,483,248 1,095,324   387,924
14 Other employee salaries and wages...... 443,437 200,310   243,127
15 Pension plans, employee benefits....... 265,393 156,333   109,060
16a Legal fees (attach schedule)......... Click to see attachment 5,808 0   5,808
b Accounting fees (attach schedule)....... Click to see attachment 30,346 15,173   15,173
c Other professional fees (attach schedule).... Click to see attachment 196,639 196,639   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 318,417 80,267   38,150
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,974,088 2,862,291  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 890 0   890
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,528,396 4,989,980   538,416
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,246,662 9,596,317   1,338,548
25 Contributions, gifts, grants paid....... 11,377,640 11,377,640
26 Total expenses and disbursements. Add lines 24 and 25 22,624,302 9,596,317   12,716,188
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,358,474
b Net investment income (if negative, enter -0-) 7,321,794
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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.............      
2 Savings and temporary cash investments......... 9,577,198 13,970,483 13,970,483
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) bullet5,000,000
Less: allowance for doubtful accounts bullet0 5,000,000 Click to see attachment5,000,000 5,000,000
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)....... 39,339,562 Click to see attachment42,140,291 63,546,813
c Investments—corporate bonds (attach schedule)....... 27,429,273 Click to see attachment16,807,590 16,574,491
11 Investments—land, buildings, and equipment: basis bullet33,681,052
Less: accumulated depreciation (attach schedule) bullet5,854,118 26,370,766 Click to see attachment27,826,934 29,696,051
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,473,018 Click to see attachment1,015,210 1,226,385
14 Land, buildings, and equipment: basis bullet689,779
Less: accumulated depreciation (attach schedule) bullet537,754 187,592 Click to see attachment152,025 152,025
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment444 Click to see attachment444
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 110,377,409 106,912,977 130,166,692
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 attachment15,000 Click to see attachment15,000
23 Total liabilities (add lines 17 through 22)......... 15,000 15,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 110,362,409 106,897,977
29 Total net assets or fund balances (see instructions)..... 110,362,409 106,897,977
30 Total liabilities and net assets/fund balances (see instructions). 110,377,409 106,912,977
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
110,362,409
2
Enter amount from Part I, line 27a .....................
2
-5,358,474
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,894,042
4
Add lines 1, 2, and 3 ..........................
4
106,897,977
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 29 .
6
106,897,977
Form 990-PF (2019)
Form 990-PF (2019)
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 2017-01-01 2018-03-31
b MONTECITO BANK & TRUST P 2017-01-01 2018-03-31
c WELLS FARGO #2560 P 2017-01-01 2018-03-31
d FURNITURE/WORKS OF ART P 2017-01-01 2018-03-31
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 44,435,325   44,811,458 -376,133
b 1,758,845   1,991,112 -232,267
c 12,217,979   9,687,082 2,530,897
d     1,668 -1,668
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       -376,133
b       -232,267
c       2,530,897
d       -1,668
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 1,920,829
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))
2018 19,482,036 199,610,581 0.097600
2017 16,520,848 211,714,820 0.078033
2016 24,016,565 221,815,477 0.108273
2015 26,097,898 218,912,440 0.119216
2014 21,906,347 173,113,218 0.126543
2
Total of line 1, column (d) .....................
2
0.529665
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.105933
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
194,689,849
5
Multiply line 4 by line 3......................
5
20,624,080
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
73,218
7
Add lines 5 and 6........................
7
20,697,298
8
Enter qualifying distributions from Part XII, line 4,.............
8
17,716,188
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 146,436
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........................... 3 146,436
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- ..... 5 146,436
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 475,697
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 475,697
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 329,261
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet329,261 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 2019 or the taxable year beginning in 2019? See the 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 (2019)
    Form 990-PF (2019)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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     		246,294 53,778 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    CHARLES C GRAY TREASURER
    40.00     		386,719 0 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    SHELBY HUGHES SECRETARY
    40.00     		248,765 54,418 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     		246,294 51,713 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    BRAD BURKEY DIRECTOR
    10.00     		54,441 17,194 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    JARED P BURKEY DIRECTOR
    10.00     		54,441 21,678 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    JENNA M BURKEY SECOND VICE PRESIDENT
    40.00     		246,294 51,396 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     		105,974 40,688 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    JOSE CHACON GARDENER
    40.00     		84,538 41,810 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    ANNA VILLEGAS BOOKKEEPER/CLERICAL
    30.00     		94,334 17,786 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    SAMUEL GALVEZ GARDENER
    40.00     		75,774 32,696 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    NUMERIC SOLUTIONS LLC CONSULTING 858,120
    966 S SEAWARD AVENUE SUITE 102
    VENTURA,CA93001
    HATHAWAY PERRET WEBSTER POWERS & CHRISMAN LEGAL SERVICES 481,776
    5450 TELEGRAPH ROAD
    VENTURA,CA93003
    BROWNSTEIN HYATT FARBER SCHRECK LEGAL SERVICES 168,506
    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 SANTA BARBARA CENTER FOR THE PERFORMING ARTS - 10 YEAR $5,000,000 LOAN WITH A BELOW-MARKET RETURN EXPECTATION OF 2%. THE PROCEEDS OF THE LOAN WILL BE USED BY THE ISSUER IN FULL PAYMENT OF OBLIGATIONS CONSISTING OF VARIABLE AND FIXED RATE TAXABLE PROMISSORY NOTES. 5,000,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet5,000,000
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    77,497,160
    b
    Average of monthly cash balances.......................
    1b
    14,827,958
    c
    Fair market value of all other assets (see instructions)................
    1c
    105,329,551
    d
    Total (add lines 1a, b, and c).........................
    1d
    197,654,669
    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
    197,654,669
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,964,820
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    194,689,849
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    9,734,492
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    9,734,492
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    146,436
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    146,436
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,588,056
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    9,588,056
    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
    9,588,056
    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
    12,716,188
    b
    Program-related investments—total from Part IX-B..................
    1b
    5,000,000
    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
    17,716,188
    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
    17,716,188
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 9,588,056
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 13,824,432
    b From 2015...... 15,675,256
    c From 2016...... 13,257,005
    d From 2017...... 6,086,351
    e From 2018...... 9,636,626
    fTotal of lines 3a through e........ 58,479,670
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 17,716,188
    a Applied to 2018, 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 2019 distributable amount..... 9,588,056
    e Remaining amount distributed out of corpus 8,128,132
    5 Excess distributions carryover applied to 2019. 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 66,607,802
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		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
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		13,824,432
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		52,783,370
    10 Analysis of line 9:
    a Excess from 2015.... 15,675,256
    b Excess from 2016.... 13,257,005
    c Excess from 2017.... 6,086,351
    d Excess from 2018.... 9,636,626
    e Excess from 2019.... 8,128,132
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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 (2019)
    Form 990-PF (2019)
    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
    ALPHA RESOURCE CENTER OF SANTA BARBARA (ARC)
    4501 CATHEDRAL OAKS ROAD
    SANTA BARBARA,CA93110     		NONE PC ALPHA ADVOCACY AND WELLNESS PROGRAM 5,000
    ALZHEIMER'S ASSOCIATION CALIFORNIA CENTRAL
    1528 CHAPALA STREET SUITE 204
    SANTA BARBARA,CA93101     		NONE PC SANTA BARBARA AND VENTURA FAMILY SERVICES PROGRAM 20,000
    ANGEL FLIGHT WEST
    3161 DONALD DOUGLAS LOOP S
    SANTA MONICA,CA90405     		NONE PC SOUTHERN CALIFORNIA PROGRAMS - SANTA BARBARA AND VENTURA COUNTY 40,000
    ANIMAL SHELTER ASSISTANCE PROGRAM
    5473 OVERPASS ROAD
    SANTA BARBARA,CA93111     		NONE PC ESSENTIAL VETERINARY CARE FOR ADOPTABLE SHELTER CATS 15,000
    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 5,000
    ASSISTANCE LEAGUE OF SANTA BARBARA
    1259 VERONICA SPRINGS ROAD
    SANTA BARBARA,CA93105     		NONE PC OPERATION SCHOOL BELL 5,000
    ASSISTANCE LEAGUE OF VENTURA COUNTY
    913 E SANTA CLARA STREET
    VENTURA,CA93001     		NONE PC OPERATION SCHOOL BELL 5,000
    ATTERDAG AT HOME
    636 ATTERDAG ROAD
    SOLVANG,CA93463     		NONE PC ATTERDAG AT HOME PROGRAM 30,000
    AYSO REGION 180
    PO BOX 737
    BUELLTON,CA93427     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    BISHOP GARCIA DIEGO HIGH SCHOOL
    4000 LA COLINA ROAD
    SANTA BARBARA,CA93110     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    BOY SCOUTS OF AMERICA (LOS PADRES COUNCIL)
    4000 MODOC ROAD
    SANTA BARBARA,CA93455     		NONE PC OUTREACH & DIRECT SERVICE TO YOUTH IN SANTA BARBARA 30,000
    BOY SCOUTS OF AMERICA VENTURA COUNCIL
    509 E DAILY DRIVE
    CAMARILLO,CA93010     		NONE PC FOUNDATION OF LEADERSHIP AND CHARACTER 5,000
    BOYS & GIRLS CLUB - GREATER CONEJO VALLEY
    30343 CANWOOD STREET
    AGOURA HILLS,CA91301     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    BOYS & GIRLS CLUB OF FILLMORE-PIRU
    565 1ST STREET
    FILLMORE,CA93015     		NONE PC FILLMORE B&GC AFTER SCHOOL STEM ACADEMY 20,000
    BOYS & GIRLS CLUB OF MOORPARK
    PO BOX 514
    MOORPARK,CA93020     		NONE PC POWER HOUR 10,000
    BOYS & GIRLS CLUB OF OXNARDPORT HUENEME
    1900 W FIFTH STREET
    OXNARD,CA93030     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    BOYS & GIRLS CLUB OF SANTA BARBARA
    632 E CANON PERDIDO STREET
    SANTA BARBARA,CA93103     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    BOYS & GIRLS CLUB OF SANTA MARIA VALLEY
    901 N RAILROAD AVENUE
    SANTA MARIA,CA93458     		NONE PC SMART GIRLS 10,000
    BOYS & GIRLS CLUB OF SANTA PAULA
    1400 E HARVARD BOULEVARD
    SANTA PAULA,CA93061     		NONE PC SANTA PAULA B&GC - AFTER SCHOOL STEM ACADEMY 10,000
    BOYS & GIRLS CLUB OF SIMI VALLEY
    2850 LEMON DRIVE
    SIMI VALLEY,CA93063     		NONE PC STEM WORKFORCE DEVELOPMENT PROGRAM FOR AT RISK YOUTH 10,000
    BRAILLE INSTITUTE OF AMERICA (SANTA BARBARA CENTER)
    2031 DE LA VINA STREET
    SANTA BARBARA,CA93105     		NONE PC BRAILLE INSTITUTE SANTA BARBARA LIBRARY 5,000
    BUELLTON SENIOR CENTER
    164 W HIGHWAY 246
    BUELLTON,CA93427     		NONE PC SENIOR NUTRITION PROGRAM 40,000
    C A R E 4 PAWS
    PO BOX 60524
    SANTA BARBARA,CA93160     		NONE PC CRITICAL COMMUNITIES SPAY-NEUTER OUTREACH SPAY MOBILE 5,000
    CREW
    PO BOX 1532
    OJAI,CA93024     		NONE PC CREW ENVIRONMENTAL & FIRE PROTECTION YOUTH EMPLOYMENT PROGRAM 13,000
    CALIFORNIA 4-H FOUNDATION
    2801 SECOND STREET
    DAVIS,CA95618     		NONE PC 4-H CAREER PATHWAY 50,000
    CALIFORNIA OIL MUSEUM
    1001 E MAIN STREET
    SANTA PAULA,CA93061     		NONE PC CALIFORNIA OIL MUSEUM EDUCATION PROGRAM 20,000
    CAMARILLO FAMILY YMCA
    311 VILLAGE AT THE PARK DRIVE
    CAMARILLO,CA93012     		NONE PC CHILD CARE AND DAY CAMP SCHOLARSHIPS 10,000
    CARE GIVERS
    1765 GOODYEAR AVENUE SUITE 205
    VENTURA,CA93003     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    CARPINTERIA CHILDREN'S PROJECT
    5201 8TH STREET SUITE 100
    CARPINTERIA,CA93013     		NONE PC THRIVE CARPINTERIA 250,000
    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 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 TRANSITIONAL YOUTH SERVICES PROGRAM 75,000
    CASA SERENA
    1515 BATH STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    CATHOLIC CHARITIES
    1531 JAMES M WOOD BOULEVARD
    LOS ANGELES,CA90015     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    CHILD ABUSE LISTENING & MEDIATION (CALM)
    1236 CHAPALA STREET
    SANTA BARBARA,CA93101     		NONE PC CHILDHOOD TRAUMA TREATMENT 10,000
    CITY IMPACT
    829 NORTH A STREET
    OXNARD,CA93030     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    COMMUNITY ACTION PARTNERSHIP OF KERN (CPAK) FOOD BANK
    1825 FELIZ DRIVE
    BAKERSFIELD,CA93307     		NONE PC KERN COUNTY FAIR - ANIMAL PURCHASES 1,843,830
    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 5,000
    CONEJO VALLEY YMCA
    4031 MOORPARK ROAD
    THOUSAND OAKS,CA91360     		NONE PC CONEJO VALLEY YMCA SUMMER CAMP SUPPORT 10,000
    COUNCIL ON ALCOHOLISM & DRUG ABUSE
    PO BOX 28
    SANTA BARBARA,CA93102     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    COURT-APPOINTED SPECIAL ADVOCATES
    PO BOX 70675
    OAKLAND,CA94612     		NONE PC FOSTER YOUTH ADVOCACY 15,000
    DOMESTIC VIOLENCE SOLUTIONS FOR SANTA BARBARA COUNTY
    PO BOX 1536
    SANTA BARBARA,CA93102     		NONE PC DOMESTIC VIOLENCE SHELTER SERVICES / ALEXANDRA TANG VOLUNTEER PROGRAM 25,000
    DRAGG INC
    2250 CELSIUS AVENUE SUITE P
    OXNARD,CA93030     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 50,000
    ELVERHOJ MUSEUM OF HISTORY AND ART
    1624 ELVERHOY WAY
    SOLVANG,CA93463     		NONE PC SOLVANG BOOK PROJECT 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 175,000
    FOOD FROM THE HEART
    909 N LA CUMBRE ROAD
    SANTA BARBARA,CA93110     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    FOOD SHARE (VENTURA COUNTY)
    4156 SOUTHBANK ROAD
    OXNARD,CA93036     		NONE PC VENTURA FAIR - ANIMAL PURCHASES 882,065
    FOODBANK COALITION OF SLO COUNTIES
    POBOX 2070
    PASO ROBLES,CA93447     		NONE PC MID-STATE FAIR - ANIMAL PURCHASES 1,137,883
    FOODBANK OF SANTA BARBARA COUNTY
    4554 HOLLISTER AVENUE
    SANTA BARBARA,CA93110     		NONE PC SANTA BARBARA COUNTY FAIR - ANIMAL PURCHASES 1,343,862
    FOODBANK OF SANTA BARBARA COUNTY
    4554 HOLLISTER AVENUE
    SANTA BARBARA,CA93110     		NONE PC EMPTY BOWLS SPONSORSHIP 20,000
    FRIENDS OF OCEANO DUNES
    PO BOX 398
    OCEANO,CA93445     		NONE PC FRIENDS OF OCEANO DUNE PROJECT 2017-18 40,000
    FRIENDSHIP ADULT DAY CARE CENTER
    89 EUCALYPTUS LANE
    SANTA BARBARA,CA93108     		NONE PC ADULT DAY SERVICES 25,000
    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 AVANT GARDEN, JAPANESE GARDEN RENOVATION, OPEN PATHWAYS PROGRAM 35,000
    GENSPAN FOUNDATION
    1418 E MAIN STREET
    SANTA MARIA,CA93420     		NONE PC GOS- GEN SPAN 2018 15,000
    GIRL SCOUTS OF CALIFORNIA'S CENTRAL COAST
    1500 PALMA DRIVE 1110
    VENTURA,CA93003     		NONE PC GIRL SCOUTS LEADERSHIP EXPERIENCE - SANTA BARBARA AND VENTURA COUNTY 20,000
    GIRLS INCORPORATED OF CARPINTERIA
    5315 FOOTHILL ROAD
    CARPINTERIA,CA93013     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    GIRLS INCORPORATED OF GREATER SANTA BARBARA
    531 E ORTEGA STREET
    SANTA BARBARA,CA93103     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    GOLETA VALLEY COTTAGE HOSPITAL FOUNDATION
    351 S PATTERSON AVENUE
    SANTA BARBARA,CA93111     		NONE PC FAMILY ASSISTANCE PROGRAM 15,000
    GOLETA VALLEY HISTORICAL SOCIETY
    304 N LOS CARNEROS ROAD
    GOLETA,CA93111     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 25,000
    GUIDE DOGS FOR THE BLIND
    350 LOS RANCHITOS ROAD
    SAN RAFAEL,CA94903     		NONE PC GUIDE DOGS FOR THE BLIND LIFELONG TEAM PROMOTER SPONSORSHIP 5,000
    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 5,000
    HELP OF CARPINTERIA INC
    1069 CASITAS PASS ROAD
    CARPINTERIA,CA93013     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    HIDDEN WINGS
    517 ATTERDAG ROAD
    SOLVANG,CA93463     		NONE PC HIDDEN WINGS AGRICULTURAL PROGRAM 20,000
    HORSES HEART AND SOUL
    PO BOX 1358
    OJAI,CA93024     		NONE PC CHILDREN & RESCUE OF HORSES 25,000
    HOSPICE OF THE CONEJO
    80 E HILLCREST DRIVE SUITE 204
    THOUSAND OAKS,CA91360     		NONE PC COMMUNITY HOSPICE AND GRIEF SUPPORT CENTER 10,000
    ISLA VISTA YOUTH PROJECT
    6842 PHELPS ROAD
    GOLETA,CA93117     		NONE PC SCHOOL AGE ENRICHMENT / CHILDREN'S CENTER/ FAMILY RESOURCE CENTER 5,000
    JOIN-UP INTERNATIONAL
    PO BOX 246
    SOLVANG,CA93464     		NONE PC HORSE SENSE AND HEALING 40,000
    JUNIOR BLIND OF AMERICA
    5300 ANGELES VISTA BOULEVARD
    LOS ANGELES,CA90043     		NONE PC INFANT & EARLY CHILDHOOD PROGRAM (IECP) 5,000
    LOMPOC FAMILY YMCA
    201 W COLLEGE AVENUE
    LOMPOC,CA93436     		NONE PC YMCA OPEN DOORS PROGRAM 10,000
    LOMPOC POLICE FOUNDATION
    PO BOX 1633
    LOMPOC,CA93438     		NONE PC TACTICAL COMMUNICATION HEADSETS WITH CASES 16,000
    MENTAL WELLNESS CENTER
    617 GARDEN STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    MILLER FAMILY YMCA
    320 VIA LAS BRISAS
    NEWBURY PARK,CA91320     		NONE PC SUMMER CAMP SCHOLARSHIPS, YOUTH SPORTS, AND PROGRAM SUPPLIES 10,000
    MONTECITO FAMILY YMCA
    591 SANTA ROSA LANE
    SANTA BARBARA,CA93108     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    MOXI WOLF MUSEUM OF EXPLORATION INNOVATION
    125 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 100,000
    MUSEUM OF VENTURA COUNTY
    100 E MAIN STREET
    VENTURA,CA93001     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 45,000
    MUSIC ACADEMY OF THE WEST
    1070 FAIRWAY ROAD
    SANTA BARBARA,CA93108     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 70,000
    NEW BEGINNINGS COUNSELING CENTER
    324 E CARRILLO STREET SUITE C
    SANTA BARBARA,CA93101     		NONE PC LIFE SKILLS PARENTING EDUCATION PROGRAM 10,000
    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
    PO BOX 90632
    SANTA BARBARA,CA93190     		NONE PC SANTA BARBARA AND VENTURA COUNTY PROGRAMMING 25,000
    OLD SPANISH DAYS
    PO BOX 21557
    SANTA BARBARA,CA93121     		NONE PC OLD SPANISH DAYS/FIESTA & OLD SPAINISH STOCK HORSE SHOW & RODEO 50,000
    ORCUTT AREA SENIORS IN SERVICE (OASIS CENTER)
    PO BOX 2637
    SANTA MARIA,CA93457     		NONE PC OASIS CENTER 10,000
    ORCUTT CHILDREN'S ARTS FOUNDATION
    500 DYER STREET
    SANTA MARIA,CA93455     		NONE PC VAPA VISUAL AND PERFORMING ARTS AT ORCUTT ACADEMY HIGH SCHOOL 5,000
    OXNARD COMMUNITY K-9 FOUNDATION
    251 S C STREET
    OXNARD,CA93030     		NONE PC K-9 PURCHASING, TRAINING, EQUIPMENT & MEDICAL COSTS FOR K-9 60,000
    OXNARD POLICE ACTIVITIES LEAGUE INC
    PO BOX 826
    OXNARD,CA93032     		NONE PC U.S. YOUTH SOCCER FAR WEST REGIONALS 10,000
    PACIFIC CONSERVATORY THEATRE
    800 S COLLEGE DRIVE
    SANTA MARIA,CA93454     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 20,000
    PACIFIC LEGAL FOUNDATION
    930 G STREET
    SACRAMENTO,CA95814     		NONE PC DISMANTLING THE ADMINISTRATIVE STATE 50,000
    PAGE YOUTH CENTER
    PO BOX 6766
    SANTA BARBARA,CA93160     		NONE PC PYC SCHOLARSHIP FOR CHILDREN IN NEED 10,000
    PAINTED CAVE VOLUNTEER FIRE DEPARTMENT
    4849 LOOKOUT ROAD
    SANTA BARBARA,CA93105     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 200,000
    PARC FOUNDATION
    PO BOX 91742
    SANTA BARBARA,CA93190     		NONE PC SUMMER 2018 RECREATION PROGRAMS 37,000
    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 WAVE CLASSIC TOURNAMENT, NONPROFIT LEADERSHIP COLLABORATIVE, SCHOOL OF LAW JUSTICE BUSINESS CLINICS 220,000
    PHOENIX OF SANTA BARBARA
    107 E MICHELTORENA STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    PIERRE CLAEYSSENS VETERANS FOUNDATION
    1187 COAST VILLAGE ROAD SUITE 1-334
    SANTA BARBARA,CA93108     		NONE PC MILITARY BALL 75,000
    PIERRE CLAEYSSENS VETERAN'S MUSEUM & LIBRARY
    245 OAK ROAD
    SANTA BARBARA,CA93108     		NONE PC MILITARY BALL, MILITARY FOUNDATION SUPPORT THE TROOPS 350,000
    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 10,000
    RESCUE MISSION ALLIANCE
    315 NA STREET
    OXNARD,CA93030     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    SANTA BARBARA FAMILY YMCA
    36 HITCHCOCK WAY
    SANTA BARBARA,CA93105     		NONE PC OPEN DOORS SCHOLARSHIPS PROGRAM 10,000
    SALVATION ARMY SANTA BARBARA CORPS
    423 CHAPALA STREET
    SANTA BARBARA,CA93101     		NONE PC SANTA BARBARA CORPS AND COMMUNITY CENTER 5,000
    SALVATION ARMY OXNARDPORT HUENEME
    622 W WOOLEY ROAD
    OXNARD,CA93030     		NONE PC OXNARD / PORT HUENEME CORPS & CLINIC 5,000
    SANTA BARBARA BIRD SANCTUARY
    2430 LILLIE AVENUE
    SUMMERLAND,CA93067     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 35,000
    SANTA BARBARA BOTANIC GARDENS INC
    1212 MISSION CANYON ROAD
    SANTA BARBARA,CA93105     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    SANTA BARBARA COUNTY SEARCH & RESCUE
    PO BOX 6602
    SANTA BARBARA,CA93160     		NONE PC RESCUE VEHICLE REPLACEMENT 25,000
    SANTA BARBARA FIREFIGHTERS ALLIANCE
    PO BOX 3776
    SANTA BARBARA,CA93130     		NONE PC FIRST RESPONDERS CELEBRATION (THOMAS FIRE) 10,000
    SANTA BARBARA MARITIME MUSEUM
    113 HARBOR WAY SUITE 190
    SANTA BARBARA,CA93109     		NONE PC HISTORY OF OIL IN THE CHANNEL EXHIBIT- PHASE TWO 10,000
    SANTA BARBARA MEALS ON WHEELS
    PO BOX 6099
    SANTA BARBARA,CA93160     		NONE PC MEAL COST ASSISTANCE 15,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL
    SANTA BARBARA,CA93105     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 145,000
    SANTA BARBARA NEW HOUSE
    2434 BATH STREET
    SANTA BARBARA,CA93105     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    SANTA BARBARA POLICE ACTIVITIES LEAGUE
    PO BOX 91121
    SANTA BARBARA,CA93190     		NONE PC TEEN CENTER PROGRAM, SPONSOR NIGHT WITH ELVIS 75,000
    SANTA BARBARA POLICE FOUNDATION
    215 E FIGUEROA STREET
    SANTA BARBARA,CA93101     		NONE PC FUN WITH FORCE K-9 PROGRAM, MONTECITO MOTOR CLASSIC, FUN WITH THE FORCE, AT EASE PTSD TREATMENT PROGRAM 160,000
    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 IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 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 NEW HNT VEHICLE BUILD & SWAT OFFICE SPACE 360,000
    SANTA BARBARA ZOOLOGICAL GARDENS
    500 NINOS DRIVE
    SANTA BARBARA,CA93103     		NONE PC VETERINARY EQUIPMENT UPGRADE, ZOOFARI BALL 60,000
    SANTA MARIA PHILHARMONIC SOCIETY
    PO BOX 375
    SANTA MARIA,CA93456     		NONE PC YOUTH OUTREACH PROGRAMS 5,000
    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 15,000
    SANTA MARIA VALLEY HUMANE SOCIETY
    1687 W STOWELL ROAD
    SANTA MARIA,CA93458     		NONE PC SAVE MORE LIVES 25,000
    SANTA MARIA VALLEY YMCA
    3400 SKYWAY DRIVE
    SANTA MARIA,CA93455     		NONE PC RISEUP GANG EARLY PREVENTION PROGRAM 10,000
    SANTA YNEZ VALLEY ARTS ASSOCIATION
    PO BOX 762
    LOS OLIVOS,CA93441     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    SANTA YNEZ VALLEY BOTANIC GARDEN FOUNDATION
    PO BOX 1623
    BUELLTON,CA93427     		NONE PC GARDEN PROPERTY RESTORATION 5,000
    SANTA YNEZ VALLEY COTTAGE HOSPITAL FOUNDATION
    2050 VIBORG ROAD
    SOLVANG,CA93463     		NONE PC TELE-STROKE PROGRAM 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 5,000
    SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE
    PO BOX 1478
    SOLVANG,CA93464     		NONE PC COMMUNITY HEALTH ACCESS RESOURCE TEAM (CHART) 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 THERAPEUTIC RIDING PROGRAM
    PO BOX 256
    SOLVANG,CA93464     		NONE PC STUDENT SCHOLARSHIPS 45,000
    SENIOR CONCERNS
    401 HODENCAMP ROAD
    THOUSAND OAKS,CA91360     		NONE PC ADULT DAY PROGRAM 30,000
    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 DIABETES PREVENTION PROGRAM 10,000
    SOLVANG FRIENDSHIP HOUSE
    PO BOX 486
    SOLVANG,CA93463     		NONE PC NASHVILLE NIGHTS SPONSOR, PROGRAM SUPPORT 75,000
    SOLVANG LUTHERAN HOME
    636 ATTERDAG ROAD
    SOLVANG,CA93463     		NONE PC ATTERDAG CARE CENTER REHAB PROGRAM EXPANSION 40,000
    SOLVANG THEATERFEST
    PO BOX 917
    SOLVANG,CA93464     		NONE PC MAJOR THEATER RENOVATIONS PLANNING 12,000
    SPECIAL OLYMPICS SOUTHERN CALIFORNIA
    1600 FORBES WAY 200
    LONG BEACH,CA90810     		NONE PC SPECIAL OLYMPICS SPORTS HEALTH AND FITNESS PROGRAMS IN SANTA BARBARA COUNTY 5,000
    STORYTELLER CHILDREN'S CENTER
    2115 STATE STREET
    SANTA BARBARA,CA93105     		NONE PC EARLY CHILDHOOD EDUCATION PROGRAMS 25,000
    STUART GILDRED FAMILY YMCA SANTA YNEZ
    900 N REFUGIO ROAD
    SANTA YNEZ,CA93460     		NONE PC YMCA OPEN DOORS PROGRAM 10,000
    STUDENTS FOR ECO EDUCATION & AGRICULTURE
    257 NALVARADO STREET
    OJAI,CA93023     		NONE PC STUDENTS FOR ECO-EDUCATION AND AGRICULTURE 205,000
    SURGICAL EYE EXPEDITIONS
    5638 HOLLISTER AVENUE SUITE 210
    SANTA BARBARA,CA93117     		NONE PC SANTA BARBARA VISION CARE PROGRAM 10,000
    TEEN CHALLENGE OF SOUTHERN CALIFORNIA
    5445 CHICAGO AVENUE
    RIVERSIDE,CA92507     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    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 20,000
    THE SAMARITAN CENTER
    280 ROYAL AVENUE
    SIMI VALLEY,CA93094     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    TRANSITION HOUSE
    425 E COTA STREET
    SANTA BARBARA,CA93101     		NONE PC FAMILY EMERGENCY HOMELESS SHELTER 20,000
    TRIUNFO YMCA (SOUTHEAST VENTURA BRANCH)
    31225 LA BAYA DRIVE 106
    WESTLAKE VILLAGE,CA91362     		NONE PC YOUTH & GOVERNMENT PROGRAM SUPPORT 10,000
    TURNING POINT FOUNDATION
    PO BOX 24397
    VENTURA,CA93002     		NONE PC HOMELESS "CONTINUUM OF CARE" FOR MENTALLY ILL ADULTS 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 50,000
    UNITED WAY OF VENTURA COUNTY
    4001 MISSION OAKS BOULEVARD SUITE E
    CAMARILLO,CA93012     		NONE PC THOMAS FIRE FUND 50,000
    UNITY SHOPPE INC
    110 W SOLA STREET
    SANTA BARBARA,CA93101     		NONE PC FOOD, CLOTHING AND BASIC NECESSITIES FOR LOW INCOME INDIVIDUALS 100,000
    VALLEY HAVEN SENIOR DAY CARE
    502 N THIRD STREET
    LOMPOC,CA93436     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 30,000
    VC COLAB FOUNDATION
    1672 DONLON STREET
    VENTURA,CA93003     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 50,000
    VENTURA FAMILY YMCA
    3760 TELEGRAPH ROAD
    VENTURA,CA93003     		NONE PC VENTURA FAMILY YMCA NATATORIUM WINDOW REPAIR PROJECT 10,000
    VENTURA POLICE ACTIVITIES LEAGUE (PAL)
    PO BOX 3262
    VENTURA,CA93006     		NONE PC PEAK - PROGRAM ENRICHMENT FOR AFTER SCHOOL KIDS 20,000
    VETERAN FARMERS OF AMERICA
    704 OWENS RIVER DRIVE
    OXNARD,CA93036     		NONE PC VETERAN FARMERS OF AMERICA PROGRAM 15,000
    VILLA MAJELLA OF SANTA BARBARA
    604 N KELLOGG AVENUE
    SANTA BARBARA,CA93111     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    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 45,000
    WE SUPPORT THE TROOPS INC
    PO BOX 915
    SANTA YNEZ,CA93460     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 110,000
    WHEELS AND WINDMILLS
    483 DAIRY WAY
    BUELLTON,CA93427     		NONE PC CAR SHOW 8,000
    WILDERNESS YOUTH PROJECT
    5386 HOLLISTER AVENUE SUITE D
    SANTA BARBARA,CA93111     		NONE PC BRIDGE NATURE TO SUMMER CAMP 40,000
    WILDING ART MUSEUM
    1511 B MISSION DRIVE
    SOLVANG,CA93463     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 15,000
    WOMEN'S ECONOMIC VENTURES OF SANTA BARBARA
    333 S SALINAS STREET
    SANTA BARBARA,CA93103     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 5,000
    WOOD-GLEN HALL
    3010 FOOTHILL ROAD
    SANTA BARBARA,CA93105     		NONE PC FACILITY MAINTENANCE AND SAFETY 104,000
    WORK INC
    423 W VICTORIA STREET
    SANTA BARBARA,CA93101     		NONE PC EMPLOYMENT FOR TRANSITION AGE YOUTH AND ADULTS WITH DISABILITIES 5,000
    YOUNG AMERICA'S FOUNDATION
    217 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC FALL COLLEGE CONFERENCE AT REAGAN RANCH 500,000
    YOUTH AND FAMILY SERVICES YMCA
    105 E CARRILLO STREET
    SANTA BARBARA,CA93101     		NONE PC IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE 10,000
    Total .................................bullet 3a 11,377,640
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2,149  
    4 Dividends and interest from securities....     14 1,903,560  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 5,294,715  
    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 1,920,829  
    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 9,121,253 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,121,253
    (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 (2019)
    Form 990-PF (2019)
    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) (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) (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 (2019)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    THE WOOD-CLAEYSSENS FOUNDATION
          		Employer identification number
    32-0341358
    Part I
    Contributors
    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

    		$ 347,717


    (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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    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) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 AccountingFeesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 30,346 15,173   15,173

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

    TY 2017 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 2,097 798 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 1,521 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 3,367 SL 7.000000000000 0 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 8,500 SL 7.000000000000 0 0    
    SHELVING FOR OFFICE 2010-03-29 11,451 11,451 SL 7.000000000000 0 0    
    OFFICE BACKGROUND M 2009-04-14 817 817 SL 5.000000000000 0 0    
    LAND - TAYLOR RANCH 1994-01-01 4,030,783   L   0 0    
    BUILDINGS - TAYLOR RANCH 1994-01-01 288,217 243,677 SL 27.500000000000 10,481 10,481    
    FENCING 2001-03-30 4,660 2,704 SL 27.500000000000 169 169    
    IMPROVEMENTS TO RED MTN 2005-07-15 8,977 3,831 SL 27.500000000000 326 326    
    FENCING 2007-06-25 10,640 3,773 SL 27.500000000000 387 387    
    WATERFALL/FOUNTAIN 2007-11-12 519 329 SL 15.000000000000 35 35    
    FENCING & GATE 2007-11-21 1,352 457 SL 27.500000000000 49 49    
    TAYLOR RANCH ROAD 2008-03-05 54,971 18,158 SL 27.500000000000 1,999 1,999    
    IMPROVEMENTS 2008-03-17 8,473 2,772 SL 27.500000000000 308 308    
    WATER WELLS 2007-12-31 705,927 167,434 SL 39.000000000000 18,101 18,101    
    IMPROVEMENTS 2008-03-17 71,588 23,427 SL 27.500000000000 2,603 2,603    
    LAND IMPROVEMENTS 2008-06-30 241,475 140,858 SL 15.000000000000 16,098 16,098    
    LAND IMPROVEMENTS 2008-09-30 73,136 41,446 SL 15.000000000000 4,876 4,876    
    LAND IMPROVEMENTS 2008-12-31 194,107 106,755 SL 15.000000000000 12,940 12,940    
    LAND IMPROVEMENTS 2009-03-31 104,403 55,680 SL 15.000000000000 6,960 6,960    
    ROOF 2008-07-15 21,165 6,737 SL 27.500000000000 770 770    
    WATER WELLS 2010-03-31 268,770 48,244 SL 39.000000000000 6,892 6,892    
    LAND - MAIN HOUSE 1993-08-01 350,000   L   0 0    
    BUILDING - MAIN HOUSE 1993-08-01 475,000 408,866 SL 27.500000000000 17,273 17,273    
    BUILT-IN MICROWAVE 1996-01-03 453 340 SL 27.500000000000 16 16    
    HARDWOOD FLOORS 1999-04-16 2,900 1,882 SL 27.500000000000 105 105    
    DRAPERY 1999-03-01 1,956 1,278 SL 27.500000000000 71 71    
    FURNACE 2004-03-26 1,864 884 SL 27.500000000000 68 68    
    HOUSE RENOVATION 2004-10-13 170,010 77,275 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 1,257 567 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 2007-05-09 600 218 SL 27.500000000000 22 22    
    IMPROVEMENTS 2007-10-12 6,880 2,375 SL 27.500000000000 250 250    
    ROOF AND RAFTERS 2007-12-12 35,778 12,143 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 1993-08-01 275,000 236,667 SL 27.500000000000 10,000 10,000    
    IMPROVEMENTS 1993-12-01 65,537 55,603 SL 27.500000000000 2,383 2,383    
    WATER SOFTENER 1994-09-14 850 464 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 1,255 471 SL 27.500000000000 46 46    
    IMPROVEMENTS 2007-05-09 600 199 SL 27.500000000000 22 22    
    WINDOWS 2008-02-02 26,289 8,763 SL 27.500000000000 956 956    
    IMPROVEMENTS 2008-03-14 12,426 4,106 SL 27.500000000000 452 452    
    GATE 2007-12-03 4,155 1,409 SL 27.500000000000 151 151    
    IMPROVEMENTS 2009-02-15 200,621 59,576 SL 27.500000000000 7,295 7,295    
    IMPROVEMENTS - LAND 2009-02-15 69,292 37,722 SL 15.000000000000 4,619 4,619    
    FURNITURE 2008-04-09 1,473 1,470 SL 7.000000000000 0 0    
    FURNITURE 2008-05-12 539 539 SL 7.000000000000 0 0    
    FURNITURE 2008-10-20 1,036 1,036 SL 7.000000000000 0 0    
    FURNITURE 2009-02-10 2,157 2,157 SL 7.000000000000 0 0    
    FURNITURE 2009-02-10 894 894 SL 7.000000000000 0 0    
    FURNITURE 2009-02-10 534 534 SL 7.000000000000 0 0    
    FURNITURE 2009-03-10 2,901 2,901 SL 7.000000000000 0 0    
    FURNITURE 2009-03-10 1,985 1,985 SL 7.000000000000 0 0    
    IMPROVEMENTS - LANDSCAPING 2009-08-31 50,303 25,434 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 24,841 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 12,115 SL 27.500000000000 689 689    
    LEASEHOLD IMPROVEMENTS 2000-09-01 10,184 6,136 SL 27.500000000000 370 370    
    LEASEHOLD IMPROVEMENTS 2001-09-01 41,751 23,656 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 68,851 SL 27.500000000000 5,698 5,698    
    CONSTRUCTION IN PROGRESS 2004-03-31 454,814 199,846 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 4,703 SL 15.000000000000 409 409    
    ROSE GARDEN 2006-02-09 7,168 5,338 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 10,944 SL 27.500000000000 1,018 1,018    
    STORAGE UNIT IN BACK 2007-01-29 71,808 26,545 SL 27.500000000000 2,611 2,611    
    STORAGE UNIT 2007-04-13 21,853 7,950 SL 27.500000000000 795 795    
    IMPROVEMENTS 2007-05-21 12,150 4,346 SL 27.500000000000 442 442    
    IMPROVEMENTS 2007-08-13 2,918 1,025 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 7,735 SL 27.500000000000 364 364    
    CAR PORT 1996-12-01 2,919 2,155 SL 27.500000000000 106 106    
    MOTION SEC LIGHTS & LABOR 1997-04-03 801 580 SL 27.500000000000 29 29    
    SHELVES/SHOP 1997-04-03 354 260 SL 27.500000000000 13 13    
    CONCRETE SLAB 1997-04-03 860 620 SL 27.500000000000 31 31    
    CONCRETE SLAB 1998-12-18 4,088 2,719 SL 27.500000000000 149 149    
    CEMENT WALL 1999-08-19 764 492 SL 27.500000000000 28 28    
    ROOF 2004-05-11 15,560 7,311 SL 27.500000000000 566 566    
    NEW BARN ADDITION 2005-12-31 63,980 26,179 SL 27.500000000000 2,327 2,327    
    ADD NEW BARN ADDITION 2007-02-28 131,673 48,279 SL 27.500000000000 4,788 4,788    
    IMPROVEMENTS 2007-05-09 4,903 1,765 SL 27.500000000000 178 178    
    CARPORT LIGHTS & MONITOR 2007-05-22 1,592 570 SL 27.500000000000 58 58    
    IMPROVEMENTS - CANYON 2007-08-31 17,068 5,951 SL 27.500000000000 621 621    
    IMPROVEMENTS 2007-10-12 1,524 523 SL 27.500000000000 55 55    
    BUILDING 2010-03-31 46,538 11,844 SL 27.500000000000 1,692 1,692    
    VACANT LOT 1994-01-01 300,000   L   0 0    
    VACANT LOT 1996-01-01 300,000   L   0 0    
    FENCE 1997-09-15 2,995 2,135 SL 27.500000000000 109 109    
    HOUSE - LCL RENTAL 1996-09-19 144,400 108,083 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 15,945 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 2003-07-14 718 660 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 1,153 SL 27.500000000000 91 91    
    NEW WIRING 2006-02-10 1,156 469 SL 27.500000000000 42 42    
    NEW TILE 2005-11-09 5,866 2,432 SL 27.500000000000 213 213    
    LIGHTS 2006-12-15 2,323 868 SL 27.500000000000 84 84    
    CROWN MOLDING 2007-01-10 1,052 390 SL 27.500000000000 38 38    
    ELECTRICAL BOX AND WIRING 2007-04-06 2,141 780 SL 27.500000000000 78 78    
    IMPROVEMENTS 2007-07-13 635 224 SL 27.500000000000 23 23    
    OUTDOOR ELECTRICAL PANEL 2007-09-21 3,883 1,340 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 90,814 SL 27.500000000000 10,684 10,684    
    IMPROVEMENTS 2008-12-31 222,218 66,668 SL 27.500000000000 8,081 8,081    
    IMPROVEMENTS 2009-03-31 17,177 5,000 SL 27.500000000000 625 625    
    LCL REMODEL 2010-03-31 12,250 3,115 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 8,556 SL 27.500000000000 1,369 1,369    
    DRAPERIES 2011-03-01 17,773 15,446 SL 7.000000000000 2,327 2,327    
    IMPROVEMENTS '10 2010-07-01 11,531 2,828 SL 27.500000000000 419 419    
    FURNITURE 2010-07-01 3,445 3,321 SL 7.000000000000 124 124    
    SECURITY SYSTEM 2011-03-01 1,646 1,430 SL 7.000000000000 216 216    
    WOOD FLOORING FOR OFFICE 2014-12-05 29,147 2,473 SL 27.500000000000 1,060 1,060    
    NEW AIR CONDITIONING UNIT 2016-09-26 8,843 161 SL 27.500000000000 322 322    
    SECURITY SYSTEM 2011-03-01 549 475 SL 7.000000000000 74 74    
    NEW STORAGE SHED 2014-10-13 90,310 8,210 SL 27.500000000000 3,284 3,284    
    LAUNDRY ROOM - NEW FLOORING 2016-10-05 4,535 82 SL 27.500000000000 165 165    
    NEW STORAGE BUILDING 2016-09-16 105,527 1,919 SL 27.500000000000 3,837 3,837    
    HP PRINTER 2010-07-12 647 647 SL 5.000000000000 0 0    
    LEAF BLOWER 2010-12-01 533 533 SL 5.000000000000 0 0    
    HP COMPUTER 2010-12-01 807 807 SL 5.000000000000 0 0    
    CONFERENCE ROOM FURNITURE 2010-07-01 4,307 4,151 SL 7.000000000000 156 0    
    OFFICE FURNISHINGS 2011-02-09 4,261 3,755 SL 7.000000000000 506 0    
    WATER WELLS #4 2011-03-31 111,533 44,616 SL 15.000000000000 7,436 7,436    
    REVERSE OSMOSIS SYSTEM 2011-03-31 298,606 255,948 SL 7.000000000000 42,658 42,658    
    CHEVROLET SILVERADO 2011-02-25 46,997 46,997 SL 5.000000000000 0 0    
    TEX TRAILER 2010-09-14 2,153 2,153 SL 5.000000000000 0 0    
    VACUUM CLEANER 2011-05-05 3,552 3,552 SL 5.000000000000 0 0    
    PROJECTOR 2011-05-05 640 640 SL 5.000000000000 0 0    
    SONY COMPUTER 2011-06-03 7,382 7,382 SL 5.000000000000 0 0    
    SONY COMPUTER 2011-06-03 7,382 7,382 SL 5.000000000000 0 0    
    IMPROVEMENTS '10 2010-03-31 286,334 72,884 SL 27.500000000000 10,412 10,412    
    IMPROVEMENTS '10 2010-03-31 205,383 52,276 SL 27.500000000000 7,468 7,468    
    SONY COMPUTER 2011-06-03 6,026 6,026 SL 5.000000000000 0 0    
    SONY COMPUTER 2011-07-07 5,278 5,278 SL 5.000000000000 0 0    
    HEDGE TRIMMER 2011-10-27 640 640 SL 5.000000000000 0 0    
    OFFICE CHAIRS 2011-11-15 1,752 1,752 SL 5.000000000000 0 0    
    SONY NOTEBOOK 2011-11-23 1,800 1,800 SL 5.000000000000 0 0    
    SONY COMPUTER 2011-07-07 8,712 8,712 SL 5.000000000000 0 0    
    LIFT GATE/2011 CHEVY SILVERADO 2011-04-13 4,671 4,671 SL 5.000000000000 0 0    
    FURNISHINGS - CONFERENCE ROOM 2011-05-05 9,148 9,148 SL 5.000000000000 0 0    
    OFFICE CHAIRS - CONFERENCE ROOM 2011-08-09 3,504 3,504 SL 5.000000000000 0 0    
    FURNISHINGS - CONFERENCE ROOM 2011-11-01 26,649 26,649 SL 5.000000000000 0 0    
    FURNISHINGS 2011-08-10 51,593 51,593 SL 5.000000000000 0 0    
    IMPROVEMENTS 2011-10-26 61,490 12,112 SL 27.500000000000 2,236 2,236    
    WATER WELLS 2012-03-31 326,302 108,765 SL 15.000000000000 21,753 21,753    
    SECURITY CAMERA 2012-03-09 962 962 SL 5.000000000000 0 0    
    REVERSE OSMOSIS SYSTEM 2012-01-17 123,149 90,897 SL 7.000000000000 17,593 17,593    
    FURNISHINGS 2011-06-05 2,379 1,983 SL 7.000000000000 340 340    
    FURNISHINGS 2011-11-01 8,571 6,630 SL 7.000000000000 1,224 1,224    
    STORAGE BUILDING 2010-11-23 3,397 744 SL 27.500000000000 124 124    
    LAND IMPROVEMENTS 2011-06-30 194,829 74,686 SL 15.000000000000 12,989 12,989    
    FURNISHINGS 2013-01-25 9,476 7,896 SL 5.000000000000 1,580 1,580    
    IMPROVEMENTS 2012-07-17 17,072 2,898 SL 27.500000000000 621 621    
    DEHUMIDIFIER 2013-01-25 1,669 992 SL 7.000000000000 238 238    
    FURNISHINGS 2013-01-25 28,954 17,233 SL 7.000000000000 4,136 4,136    
    PICTURE FRAMES 2013-03-31 8,000 4,572 SL 7.000000000000 1,143 1,143    
    STORAGE BUILDING 2012-10-01 10,300 1,687 SL 27.500000000000 375 375    
    CAMERA 2012-06-28 7,346 6,978 SL 5.000000000000 368 0    
    TABLE SAW 2012-07-17 2,722 2,539 SL 5.000000000000 183 0    
    2 COMPUTERS 2012-07-31 4,148 3,873 SL 5.000000000000 275 0    
    WELDING MACHINE 2012-09-13 4,478 4,106 SL 5.000000000000 372 0    
    FILE CABINET 2012-07-17 1,005 672 SL 7.000000000000 144 0    
    TABLES - OFFICE 2012-10-25 11,637 7,341 SL 7.000000000000 1,662 0    
    FURNITURE 2012-11-27 15,952 9,876 SL 7.000000000000 2,279 0    
    FURNITURE 2013-01-25 10,759 6,404 SL 7.000000000000 1,537 0    
    PICTURE FRAMES 2013-03-31 8,000 4,572 SL 7.000000000000 1,143 0    
    WATER WELLS 2013-03-27 458,685 122,316 SL 15.000000000000 30,579 30,579    
    REVERSE OSMOSIS SYSTEM IMPROVEMENT 2013-01-17 4,204 2,504 SL 7.000000000000 601 601    
    IMPROVEMENTS 2013-03-21 1,260 184 SL 27.500000000000 46 46    
    WATER WELLS 2013-03-31 115,035 30,676 SL 15.000000000000 7,669 7,669    
    IMRPOVEMENTS - PALM TREES 2013-12-13 9,586 1,163 SL 27.500000000000 349 349    
    BACKPACK SPRAYERS 2013-08-06 23,762 17,424 SL 5.000000000000 4,752 4,752    
    WATER WELLS 2014-03-31 285,236 57,048 SL 15.000000000000 19,016 19,016    
    REVERSE OSMOSIS SYSTEM 2014-03-31 427,309 183,132 SL 7.000000000000 61,044 61,044    
    PLUMBING ADOBE 2015-01-17 6,955 1,005 SL 15.000000000000 464 464    
    IMPROVEMENTS - LANDSCAPING 2014-03-17 1,923 384 SL 15.000000000000 128 128    
    FURNISHINGS 2013-05-16 14,542 7,962 SL 7.000000000000 2,077 2,077    
    FURNISHINGS 2013-05-16 11,410 6,248 SL 7.000000000000 1,630 1,630    
    FURNISHINGS 2013-05-30 3,931 2,154 SL 7.000000000000 562 562    
    FURNISHINGS 2013-05-30 975 533 SL 7.000000000000 139 139    
    IMPROVEMENTS - LANDSCAPING 2014-07-29 34,322 6,101 SL 15.000000000000 2,288 2,288    
    DISCOVERY COMPUTER 2013-12-16 4,116 2,675 SL 5.000000000000 823 0    
    APPLE COMPUTER 2014-03-26 3,784 2,271 SL 5.000000000000 757 0    
    PICTURE FRAMES 2013-06-10 4,536 2,484 SL 7.000000000000 648 0    
    PICTURE FRAMES 2013-09-10 2,406 1,233 SL 7.000000000000 344 0    
    TABLES & CABINETS - OFFICE 2013-05-30 6,048 3,312 SL 7.000000000000 864 0    
    OFFICE CHAIRS - OFFICE 2013-07-16 3,689 1,932 SL 7.000000000000 527 0    
    OFFICE CHAIRS - OFFICE 2013-08-13 3,328 1,742 SL 7.000000000000 475 0    
    FILTRATION EQUIPMENT 2013-09-10 714 512 SL 5.000000000000 143 0    
    CONFERENCE TABLE ADOBE 2015-03-12 1,944 810 SL 5.000000000000 389 389    
    IMPROVEMENTS 2014-07-29 160,913 15,603 SL 27.500000000000 5,851 5,851    
    IMPROVEMENTS 2014-10-08 64,684 5,880 SL 27.500000000000 2,352 2,352    
    CONVENTION OVEN 2014-12-05 5,456 1,818 SL 7.000000000000 779 779    
    GARAGE DOOR 2015-02-27 3,248 967 SL 7.000000000000 464 464    
    DISHWASHER 2015-03-03 2,232 665 SL 7.000000000000 319 319    
    DRAPERIES & UPHOLESTRY 2014-12-05 18,694 6,232 SL 7.000000000000 2,671 2,671    
    HP COMPUTER 2014-04-01 2,195 1,317 SL 5.000000000000 439 0    
    SAMSUNG COMPUTER 2014-04-17 2,185 1,275 SL 5.000000000000 437 0    
    HP 500 PRINTER 2014-04-30 1,000 583 SL 5.000000000000 200 0    
    HP COPIER 2014-10-02 6,210 3,105 SL 5.000000000000 1,242 0    
    APPLE IPAD 2014-10-27 1,006 486 SL 5.000000000000 201 0    
    NIKON CAMERA EQUIPMENT 2014-11-21 1,897 884 SL 5.000000000000 379 0    
    APPLE TABLETS (2) 2014-11-21 2,020 943 SL 5.000000000000 404 0    
    APPLE IPAD 2014-12-01 1,006 469 SL 5.000000000000 201 0    
    APPLE IPAD 2014-10-27 898 435 SL 5.000000000000 180 0    
    IMPROVEMENTS 2014-07-10 151,692 15,169 SL 27.500000000000 5,516 5,516    
    MONITORING WATER WELLS (3) 2014-10-31 297,326 47,903 SL 15.000000000000 19,822 19,822    
    OFFICE FURNITURE SHELVING 2014-09-02 6,602 2,436 SL 7.000000000000 943 0    
    REVERSE OSMOSIS EQUIPMENT 2014-11-05 1,033,770 356,896 SL 7.000000000000 147,681 147,681    
    WATER WELL 2016-03-31 270,192   NC 0 % 0 0    
    WATER WELL 2016-03-31 337,360   NC 0 % 0 0    
    REBUILDING ORIGINAL WATER WELL 2017-03-31 123,825   NC 0 % 0 0    
    REMODEL 2017-03-31 147,853   SL 27.500000000000 5,376 5,376    
    FURNISHINGS 2017-03-31 83,703   SL 5.000000000000 16,741 16,741    
    IMPROVEMENTS - TREES 2015-12-15 4,387 213 SL 27.500000000000 160 160    
    WATER EQUIPMENT 2015-07-24 13,299 4,433 SL 5.000000000000 2,660 2,660    
    LAUNDRY ROOM 2016-03-01 6,110 946 SL 7.000000000000 873 873    
    CARRIAGE HOUSE 2016-03-31 75,452   NC 0 % 0 0    
    DRAPERIES & UPHOLESTRY 2015-04-07 26,506 7,574 SL 7.000000000000 3,787 3,787    
    FILING CABINET 2015-04-10 15,751 4,500 SL 7.000000000000 2,250 0    
    FILTRATION EQUIPMENT 2015-07-30 10,089 3,363 SL 5.000000000000 2,018 0    
    LAUNDRY ROOM 2016-08-04 31,093 754 SL 27.500000000000 1,131 1,131    
    FURNISHINGS 2015-06-02 951 249 SL 7.000000000000 136 0    
    WATER WELLS 2015-04-16 69,968 8,941 SL 15.000000000000 4,665 4,665    
    REVERSE OSMOSIS SYSTEM 2015-04-21 16,072 4,401 SL 7.000000000000 2,296 2,296    
    FURNISHINGS 2015-11-28 1,800 343 SL 7.000000000000 257 0    
    FURNISHINGS 2015-12-30 1,440 257 SL 7.000000000000 206 0    
    FURNISHINGS 2016-03-01 1,435 222 SL 7.000000000000 205 0    
    CABINET 2015-11-28 2,250 428 SL 7.000000000000 321 321    
    TABLES & PANELS 2015-12-30 6,938 1,239 SL 7.000000000000 991 991    
    BOOKCASE 2016-03-25 2,500 357 SL 7.000000000000 357 357    
    WATER WELLS 2015-05-15 57,693 7,372 SL 15.000000000000 3,846 3,846    
    WATER WELLS 2015-11-17 158,450 14,084 SL 15.000000000000 10,563 10,563    
    WATER WELLS 2015-12-23 151,820 12,651 SL 15.000000000000 10,121 10,121    
    WATER WELLS 2016-03-31 127,928 8,529 SL 15.000000000000 8,529 8,529    
    GARAGE 2016-03-31 74,976 2,726 SL 27.500000000000 2,726 2,726    
    WATER EQUIPMENT 2015-12-09 8,852 2,360 SL 5.000000000000 1,770 1,770    
    WATER EQUIPMENT 2016-03-30 5,591 1,118 SL 5.000000000000 1,118 1,118    
    GARAGE 2017-08-27 694,175   SL 27.500000000000 14,725 14,725    
    FIRE ALARMS 2016-07-15 1,599 240 SL 5.000000000000 320 0    
    WEED EATER 2016-07-15 725 109 SL 5.000000000000 145 0    
    TWO SMALL LATOPS (OFFICE) 2016-07-15 4,648 697 SL 5.000000000000 930 0    
    COMMERCIAL BUILDING 2015-07-27 5,106,051 309,458 SL 27.500000000000 185,675 185,675    
    HP COLORJET PRINTER 2016-07-15 3,027 454 SL 5.000000000000 605 0    
    2016 FOR F-250 TRUCK 2016-08-13 64,396 8,586 SL 5.000000000000 12,879 0    
    TREES 2016-07-19 364 9 SL 27.500000000000 13 13    
    LANDSCAPING 2016-08-19 3,920 83 SL 27.500000000000 143 143    
    BEDROOM WING REMODEL 2017-03-31 268,628   SL 27.500000000000 9,768 9,768    
    LANDSCAPING 2016-09-26 4,944 90 SL 27.500000000000 180 180    
    LANDSCAPING 2016-09-26 2,575 47 SL 27.500000000000 94 94    
    LANDSCAPING 2016-11-21 5,785 70 SL 27.500000000000 210 210    
    LANDSCAPING 2016-12-20 1,949 18 SL 27.500000000000 71 71    
    TUBE TELEMETRY WITH HYDROVU 2016-04-11 5,354 1,071 SL 5.000000000000 1,071 1,071    
    CAMERA 2017-03-31 868   SL 5.000000000000 174 174    
    BRINE PROJECT 2017-04-07 131,039   SL 27.500000000000 4,765 4,765    
    WATER WELL #1 2016-09-27 6,358 212 SL 15.000000000000 424 424    
    WATER WELL #2 2016-09-27 6,358 212 SL 15.000000000000 424 424    
    WATER WELL #3 2016-04-19 3,143 192 SL 15.000000000000 210 210    
    WATER WELL #4 2016-09-27 6,358 212 SL 15.000000000000 424 424    
    WATER WELL #5 2016-12-22 17,387 290 SL 15.000000000000 1,159 1,159    
    WATER WELL #6 2016-09-27 6,358 212 SL 15.000000000000 424 424    
    WATER WELL #7 2016-09-27 6,358 212 SL 15.000000000000 424 424    
    WATER WELL #8 2016-09-27 6,358 212 SL 15.000000000000 424 424    
    WATER WELL #9 2016-09-27 3,295 110 SL 15.000000000000 220 220    
    WATER WELL #10 2016-09-27 3,295 110 SL 15.000000000000 220 220    
    WATER WELL #11 2016-11-30 71,757 1,595 SL 15.000000000000 4,784 4,784    
    WATER WELL #12 2016-11-30 61,679 1,371 SL 15.000000000000 4,112 4,112    
    WATER WELL #13 2017-03-20 132,288   SL 15.000000000000 8,819 8,819    
    BEACH WELL 2017-03-29 179,956   SL 15.000000000000 11,997 11,997    
    CARRIAGE HOUSE 2017-03-31 752,087   NC 0 % 0 0    
    LANDSCAPING 2016-09-26 1,762 59 SL 15.000000000000 117 117    
    WASHER & DRYER 2016-07-15 5,043 540 SL 7.000000000000 720 720    
    STEREO, SPEAKERS, BASE STATION 2016-11-24 1,455 69 SL 7.000000000000 208 208    
    RUG 2016-11-10 2,360 140 SL 7.000000000000 337 337    
    RUG 2017-03-24 1,799   SL 7.000000000000 257 257    
    CONFERENCE ROOM CHAIRS (10) 2016-08-04 28,187 2,684 SL 7.000000000000 4,027 0    
    HAY BARN 2018-01-08 16,718   SL 27.500000000000 152 152    
    ADOBE / GARAGE 2017-08-25 15,357   SL 27.500000000000 326 326    
    BURMA SUMP FILLED 2017-04-07 21,745   SL 27.500000000000 791 791    
    LANDSCAPING 2017-05-11 8,719   SL 27.500000000000 291 291    
    ROAD 2017-10-18 16,148   SL 27.500000000000 245 245    
    WATER WELL 2017-03-31 889,636   NC 0 % 0 0    
    STORAGE CONTAINERS 2017-07-14 3,004   SL 5.000000000000 451 451    
    BEDROOM REMODEL 2017-09-01 228,550   SL 27.500000000000 4,848 4,848    
    IMPROVEMENTS 2017-06-01 87,021   SL 27.500000000000 2,637 2,637    
    LANDSCAPING 2017-12-01 14,112   SL 27.500000000000 171 171    
    CARRIAGE HOUSE 2018-03-31 784,316   NC 0 % 0 0    
    ROOMS REMODEL 2018-02-01 27,405   SL 27.500000000000 166 166    
    LANDSCAPING 2018-01-01 12,069   SL 15.000000000000 201 201    
    LAND IMPROVEMENTS 2017-08-01 321,594   SL 27.500000000000 7,796 7,796    
    WINDOW SHADES 2017-10-20 1,963   SL 7.000000000000 117 117    
    FENCING HILLSIDE 2016-09-26 20,532 684 SL 15.000000000000 1,369 1,369    
    MODIFICATIONS TO 2016 F-250 TRUCK 2016-09-23 30,038 3,004 SL 5.000000000000 6,008 0    
    LANDSCAPING 2017-09-01 311,849   SL 27.500000000000 6,615 6,615    
    LANDSCAPING - WATER WELL #1 2018-03-31 122,307   SL 15.000000000000 0 0    
    LANDSCAPING - WATER WELL #2 2018-03-31 214,265   SL 15.000000000000 0 0    
    IMPROVEMENTS 2018-02-01 26,703   SL 27.500000000000 162 162    
    COMPUTER (BRETT) 2017-05-01 3,694   SL 5.000000000000 677 0    
    COMPUTER (JARED) 2017-11-22 3,491   SL 5.000000000000 233 0    
    COMPUTER (OFFICE) 2017-05-22 8,415   SL 5.000000000000 1,403 0    
    PRINTER (BRETT) 2017-05-22 463   SL 5.000000000000 77 0    
    PRINTER (JENNY) 2017-05-22 593   SL 5.000000000000 99 0    
    REBUILDING ORIGINAL WATER WELL 2018-03-31 44,083   NC 0 % 0 0    
    WATER WELL #2 2018-03-31 107,422   NC 0 % 0 0    
    WATER WELLS 2018-03-31 8,656   SL 15.000000000000 0 0    
    REVERSE OSMOSIS EQUIPMENT 2018-02-01 91,656   SL 7.000000000000 2,182 2,182    

    TY 2017 GeneralExplanationAttachment
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Identifier Return Reference Explanation
      FORM PP0-PF, LINE 1(A)(4) THE FOUNDATION, FOR A PORTION OF THE FISCAL YEAR, UTILIZED 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 PAID THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY.

    TY 2017 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 16,807,590 16,574,491

    TY 2017 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 42,140,291 63,546,813

    TY 2017 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 288,217 254,158 34,059  
    FENCING 4,660 2,873 1,787  
    IMPROVEMENTS TO RED MTN 8,977 4,157 4,820  
    FENCING 10,640 4,160 6,480  
    WATERFALL/FOUNTAIN 519 364 155  
    FENCING & GATE 1,352 506 846  
    TAYLOR RANCH ROAD 54,971 20,157 34,814  
    IMPROVEMENTS 8,473 3,080 5,393  
    WATER WELLS 705,927 185,535 520,392  
    IMPROVEMENTS 71,588 26,030 45,558  
    LAND IMPROVEMENTS 241,475 156,956 84,519  
    LAND IMPROVEMENTS 73,136 46,322 26,814  
    LAND IMPROVEMENTS 194,107 119,695 74,412  
    LAND IMPROVEMENTS 104,403 62,640 41,763  
    ROOF 21,165 7,507 13,658  
    WATER WELLS 268,770 55,136 213,634  
    LAND - MAIN HOUSE 350,000 0 350,000  
    BUILDING - MAIN HOUSE 475,000 426,139 48,861  
    BUILT-IN MICROWAVE 453 356 97  
    HARDWOOD FLOORS 2,900 1,987 913  
    DRAPERY 1,956 1,349 607  
    FURNACE 1,864 952 912  
    HOUSE RENOVATION 170,010 83,457 86,553  
    WATER HEATER 685 685 0  
    BATHROOM AND KITCHEN 1,257 613 644  
    AIR CONDITIONING 1,323 1,323 0  
    APPLIANCES 5,125 5,125 0  
    DISHWASHER 1,121 1,121 0  
    IMPROVEMENTS 600 240 360  
    IMPROVEMENTS 6,880 2,625 4,255  
    ROOF AND RAFTERS 35,778 13,444 22,334  
    AWNINGS 2,077 2,077 0  
    LAND - MUSIC STUDIO 275,000 0 275,000  
    BUILDING - MUSIC STUDIO 275,000 246,667 28,333  
    IMPROVEMENTS 65,537 57,986 7,551  
    WATER SOFTENER 850 486 364  
    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 1,255 517 738  
    IMPROVEMENTS 600 221 379  
    WINDOWS 26,289 9,719 16,570  
    IMPROVEMENTS 12,426 4,558 7,868  
    GATE 4,155 1,560 2,595  
    IMPROVEMENTS 200,621 66,871 133,750  
    IMPROVEMENTS - LAND 69,292 42,341 26,951  
    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 28,788 21,515  
    LAND - HOUSE/OFFICE/LOT 275,000 0 275,000  
    OFFICE - HOUSE/OFFICE/LOT 45,600 26,010 19,590  
    FLOURESCENT LIGHTS 2,747 2,747 0  
    LEASEHOLD IMPROVEMENTS 18,947 12,804 6,143  
    LEASEHOLD IMPROVEMENTS 10,184 6,506 3,678  
    LEASEHOLD IMPROVEMENTS 41,751 25,174 16,577  
    WATER HEATER 521 521 0  
    CONSTRUCTION IN PROGRESS 156,692 74,549 82,143  
    CONSTRUCTION IN PROGRESS 454,814 216,385 238,429  
    WATER SOFTENER 1,175 1,175 0  
    CAMERA 1,925 1,925 0  
    NEW GATE 6,132 5,112 1,020  
    ROSE GARDEN 7,168 5,816 1,352  
    MAIL BOXES 1,387 1,387 0  
    PARKING AREA 28,003 11,962 16,041  
    STORAGE UNIT IN BACK 71,808 29,156 42,652  
    STORAGE UNIT 21,853 8,745 13,108  
    IMPROVEMENTS 12,150 4,788 7,362  
    IMPROVEMENTS 2,918 1,131 1,787  
    VARIOUS OFFICE PRODUCTS 12,575 12,575 0  
    LAND - STABLES/LOT 290,000 0 290,000  
    STABLES - STABLES/LOT 10,000 8,099 1,901  
    CAR PORT 2,919 2,261 658  
    MOTION SEC LIGHTS & LABOR 801 609 192  
    SHELVES/SHOP 354 273 81  
    CONCRETE SLAB 860 651 209  
    CONCRETE SLAB 4,088 2,868 1,220  
    CEMENT WALL 764 520 244  
    ROOF 15,560 7,877 7,683  
    NEW BARN ADDITION 63,980 28,506 35,474  
    ADD NEW BARN ADDITION 131,673 53,067 78,606  
    IMPROVEMENTS 4,903 1,943 2,960  
    CARPORT LIGHTS & MONITOR 1,592 628 964  
    IMPROVEMENTS - CANYON 17,068 6,572 10,496  
    IMPROVEMENTS 1,524 578 946  
    BUILDING 46,538 13,536 33,002  
    VACANT LOT 300,000 0 300,000  
    VACANT LOT 300,000 0 300,000  
    FENCE 2,995 2,244 751  
    HOUSE - LCL RENTAL 144,400 113,334 31,066  
    REFRIGERATOR 600 600 0  
    REPAIRS, CLEANING, PAINT 33,296 17,156 16,140  
    DISHWASHER 544 544 0  
    OVEN STOVE TOP 818 818 0  
    WASHER - DRYER 740 740 0  
    BLINDS 3,049 3,049 0  
    POND 718 708 10  
    WATER SOFTENER 2,575 2,575 0  
    ELECTRICAL WORK 1,000 1,000 0  
    TIMBERMILL STORAGE BARN 2,499 1,244 1,255  
    NEW WIRING 1,156 511 645  
    NEW TILE 5,866 2,645 3,221  
    LIGHTS 2,323 952 1,371  
    CROWN MOLDING 1,052 428 624  
    ELECTRICAL BOX AND WIRING 2,141 858 1,283  
    IMPROVEMENTS 635 247 388  
    OUTDOOR ELECTRICAL PANEL 3,883 1,481 2,402  
    WASHER AND DRYER 3,726 3,726 0  
    IMPROVEMENTS 293,820 101,498 192,322  
    IMPROVEMENTS 222,218 74,749 147,469  
    IMPROVEMENTS 17,177 5,625 11,552  
    LCL REMODEL 12,250 3,560 8,690  
    LAND - WELTY PROPERTY 4,503,679 0 4,503,679  
    IMPROVEMENTS '10 37,660 9,925 27,735  
    DRAPERIES 17,773 17,773 0  
    IMPROVEMENTS '10 11,531 3,247 8,284  
    FURNITURE 3,445 3,445 0  
    SECURITY SYSTEM 1,646 1,646 0  
    WOOD FLOORING FOR OFFICE 29,147 3,533 25,614  
    NEW AIR CONDITIONING UNIT 8,843 483 8,360  
    SECURITY SYSTEM 549 549 0  
    NEW STORAGE SHED 90,310 11,494 78,816  
    LAUNDRY ROOM - NEW FLOORING 4,535 247 4,288  
    NEW STORAGE BUILDING 105,527 5,756 99,771  
    WATER WELLS #4 111,533 52,052 59,481  
    REVERSE OSMOSIS SYSTEM 298,606 298,606 0  
    IMPROVEMENTS '10 286,334 83,296 203,038  
    IMPROVEMENTS '10 205,383 59,744 145,639  
    FURNISHINGS 51,593 51,593 0  
    IMPROVEMENTS 61,490 14,348 47,142  
    WATER WELLS 326,302 130,518 195,784  
    REVERSE OSMOSIS SYSTEM 123,149 108,490 14,659  
    FURNISHINGS 2,379 2,323 56  
    FURNISHINGS 8,571 7,854 717  
    STORAGE BUILDING 3,397 868 2,529  
    LAND IMPROVEMENTS 194,829 87,675 107,154  
    FURNISHINGS 9,476 9,476 0  
    IMPROVEMENTS 17,072 3,519 13,553  
    DEHUMIDIFIER 1,669 1,230 439  
    FURNISHINGS 28,954 21,369 7,585  
    PICTURE FRAMES 8,000 5,715 2,285  
    STORAGE BUILDING 10,300 2,062 8,238  
    WATER WELLS 458,685 152,895 305,790  
    REVERSE OSMOSIS SYSTEM IMPROVEMENT 4,204 3,105 1,099  
    IMPROVEMENTS 1,260 230 1,030  
    WATER WELLS 115,035 38,345 76,690  
    IMRPOVEMENTS - PALM TREES 9,586 1,512 8,074  
    BACKPACK SPRAYERS 23,762 22,176 1,586  
    WATER WELLS 285,236 76,064 209,172  
    REVERSE OSMOSIS SYSTEM 427,309 244,176 183,133  
    PLUMBING ADOBE 6,955 1,469 5,486  
    IMPROVEMENTS - LANDSCAPING 1,923 512 1,411  
    FURNISHINGS 14,542 10,039 4,503  
    FURNISHINGS 11,410 7,878 3,532  
    FURNISHINGS 3,931 2,716 1,215  
    FURNISHINGS 975 672 303  
    IMPROVEMENTS - LANDSCAPING 34,322 8,389 25,933  
    CONFERENCE TABLE ADOBE 1,944 1,199 745  
    IMPROVEMENTS 160,913 21,454 139,459  
    IMPROVEMENTS 64,684 8,232 56,452  
    CONVENTION OVEN 5,456 2,597 2,859  
    GARAGE DOOR 3,248 1,431 1,817  
    DISHWASHER 2,232 984 1,248  
    DRAPERIES & UPHOLESTRY 18,694 8,903 9,791  
    IMPROVEMENTS 151,692 20,685 131,007  
    MONITORING WATER WELLS (3) 297,326 67,725 229,601  
    REVERSE OSMOSIS EQUIPMENT 1,033,770 504,577 529,193  
    WATER WELL 270,192 0 270,192  
    WATER WELL 337,360 0 337,360  
    REBUILDING ORIGINAL WATER WELL 123,825 0 123,825  
    REMODEL 147,853 5,376 142,477  
    FURNISHINGS 83,703 16,741 66,962  
    IMPROVEMENTS - TREES 4,387 373 4,014  
    WATER EQUIPMENT 13,299 7,093 6,206  
    LAUNDRY ROOM 6,110 1,819 4,291  
    CARRIAGE HOUSE 75,452 0 75,452  
    DRAPERIES & UPHOLESTRY 26,506 11,361 15,145  
    LAUNDRY ROOM 31,093 1,885 29,208  
    WATER WELLS 69,968 13,606 56,362  
    REVERSE OSMOSIS SYSTEM 16,072 6,697 9,375  
    CABINET 2,250 749 1,501  
    TABLES & PANELS 6,938 2,230 4,708  
    BOOKCASE 2,500 714 1,786  
    WATER WELLS 57,693 11,218 46,475  
    WATER WELLS 158,450 24,647 133,803  
    WATER WELLS 151,820 22,772 129,048  
    WATER WELLS 127,928 17,058 110,870  
    GARAGE 74,976 5,452 69,524  
    WATER EQUIPMENT 8,852 4,130 4,722  
    WATER EQUIPMENT 5,591 2,236 3,355  
    GARAGE 694,175 14,725 679,450  
    COMMERCIAL BUILDING 5,106,051 495,133 4,610,918  
    TREES 364 22 342  
    LANDSCAPING 3,920 226 3,694  
    BEDROOM WING REMODEL 268,628 9,768 258,860  
    LANDSCAPING 4,944 270 4,674  
    LANDSCAPING 2,575 141 2,434  
    LANDSCAPING 5,785 280 5,505  
    LANDSCAPING 1,949 89 1,860  
    TUBE TELEMETRY WITH HYDROVU 5,354 2,142 3,212  
    CAMERA 868 174 694  
    BRINE PROJECT 131,039 4,765 126,274  
    WATER WELL #1 6,358 636 5,722  
    WATER WELL #2 6,358 636 5,722  
    WATER WELL #3 3,143 402 2,741  
    WATER WELL #4 6,358 636 5,722  
    WATER WELL #5 17,387 1,449 15,938  
    WATER WELL #6 6,358 636 5,722  
    WATER WELL #7 6,358 636 5,722  
    WATER WELL #8 6,358 636 5,722  
    WATER WELL #9 3,295 330 2,965  
    WATER WELL #10 3,295 330 2,965  
    WATER WELL #11 71,757 6,379 65,378  
    WATER WELL #12 61,679 5,483 56,196  
    WATER WELL #13 132,288 8,819 123,469  
    BEACH WELL 179,956 11,997 167,959  
    CARRIAGE HOUSE 752,087 0 752,087  
    LANDSCAPING 1,762 176 1,586  
    WASHER & DRYER 5,043 1,260 3,783  
    STEREO, SPEAKERS, BASE STATION 1,455 277 1,178  
    RUG 2,360 477 1,883  
    RUG 1,799 257 1,542  
    HAY BARN 16,718 152 16,566  
    ADOBE / GARAGE 15,357 326 15,031  
    BURMA SUMP FILLED 21,745 791 20,954  
    LANDSCAPING 8,719 291 8,428  
    ROAD 16,148 245 15,903  
    WATER WELL 889,636 0 889,636  
    STORAGE CONTAINERS 3,004 451 2,553  
    BEDROOM REMODEL 228,550 4,848 223,702  
    IMPROVEMENTS 87,021 2,637 84,384  
    LANDSCAPING 14,112 171 13,941  
    CARRIAGE HOUSE 784,316 0 784,316  
    ROOMS REMODEL 27,405 166 27,239  
    LANDSCAPING 12,069 201 11,868  
    LAND IMPROVEMENTS 321,594 7,796 313,798  
    WINDOW SHADES 1,963 117 1,846  
    FENCING HILLSIDE 20,532 2,053 18,479  
    LANDSCAPING 311,849 6,615 305,234  
    LANDSCAPING - WATER WELL #1 122,307 0 122,307  
    LANDSCAPING - WATER WELL #2 214,265 0 214,265  
    IMPROVEMENTS 26,703 162 26,541  
    REBUILDING ORIGINAL WATER WELL 44,083 0 44,083  
    WATER WELL #2 107,422 0 107,422  
    WATER WELLS 8,656 0 8,656  
    REVERSE OSMOSIS EQUIPMENT 91,656 2,182 89,474  

    TY 2017 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 922,994 1,134,169

    TY 2017 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 2,097 874 1,223 1,223
    PAPER SHREDDER 140 140 0 0
    PERIMETER GATE SYSTEM 4,145 4,145 0 0
    PERIMETER POWER SUPPLY 888 888 0 0
    LOG CUTTER 635 635 0 0
    PHONE SYSTEM 180 180 0 0
    MAIL BOXES AND WALL 2,388 2,388 0 0
    2001 CHEVY TRUCK 28,732 28,732 0 0
    2005 CADILLAC ESCALADE 58,495 58,495 0 0
    TREES 2,539 1,690 849 849
    2008 CHEVY SILVERADO 3500 48,735 48,735 0 0
    AIR PURIFIER W/FLTRS BARN 1,522 1,522 0 0
    AIR PURIFIER W/FLTRS OFC 1,963 1,963 0 0
    XM RADIO CONFERENCE RM 484 484 0 0
    HONDA GENERATOR 2,086 2,086 0 0
    DESK W/SHELVING CREDENZAS 8,500 8,500 0 0
    SHELVING FOR OFFICE 11,451 11,451 0 0
    OFFICE BACKGROUND M 817 817 0 0
    LEAF BLOWER 533 533 0 0
    CONFERENCE ROOM FURNITURE 4,307 4,307 0 0
    OFFICE FURNISHINGS 4,261 4,261 0 0
    CHEVROLET SILVERADO 46,997 46,997 0 0
    TEX TRAILER 2,153 2,153 0 0
    PROJECTOR 640 640 0 0
    HEDGE TRIMMER 640 640 0 0
    OFFICE CHAIRS 1,752 1,752 0 0
    LIFT GATE/2011 CHEVY SILVERADO 4,671 4,671 0 0
    FURNISHINGS - CONFERENCE ROOM 9,148 9,148 0 0
    OFFICE CHAIRS - CONFERENCE ROOM 3,504 3,504 0 0
    FURNISHINGS - CONFERENCE ROOM 26,649 26,649 0 0
    SECURITY CAMERA 962 962 0 0
    CAMERA 7,346 7,346 0 0
    TABLE SAW 2,722 2,722 0 0
    WELDING MACHINE 4,478 4,478 0 0
    FILE CABINET 1,005 816 189 189
    TABLES - OFFICE 11,637 9,003 2,634 2,634
    FURNITURE 15,952 12,155 3,797 3,797
    FURNITURE 10,759 7,941 2,818 2,818
    PICTURE FRAMES 8,000 5,715 2,285 2,285
    DISCOVERY COMPUTER 4,116 3,498 618 618
    PICTURE FRAMES 4,536 3,132 1,404 1,404
    PICTURE FRAMES 2,406 1,577 829 829
    TABLES & CABINETS - OFFICE 6,048 4,176 1,872 1,872
    OFFICE CHAIRS - OFFICE 3,689 2,459 1,230 1,230
    OFFICE CHAIRS - OFFICE 3,328 2,217 1,111 1,111
    FILTRATION EQUIPMENT 714 655 59 59
    HP 500 PRINTER 1,000 783 217 217
    HP COPIER 6,210 4,347 1,863 1,863
    APPLE IPAD 1,006 687 319 319
    NIKON CAMERA EQUIPMENT 1,897 1,263 634 634
    APPLE TABLETS (2) 2,020 1,347 673 673
    APPLE IPAD 1,006 670 336 336
    APPLE IPAD 898 615 283 283
    OFFICE FURNITURE SHELVING 6,602 3,379 3,223 3,223
    FILING CABINET 15,751 6,750 9,001 9,001
    FILTRATION EQUIPMENT 10,089 5,381 4,708 4,708
    FURNISHINGS 951 385 566 566
    FURNISHINGS 1,800 600 1,200 1,200
    FURNISHINGS 1,440 463 977 977
    FURNISHINGS 1,435 427 1,008 1,008
    FIRE ALARMS 1,599 560 1,039 1,039
    WEED EATER 725 254 471 471
    TWO SMALL LATOPS (OFFICE) 4,648 1,627 3,021 3,021
    HP COLORJET PRINTER 3,027 1,059 1,968 1,968
    2016 FOR F-250 TRUCK 64,396 21,465 42,931 42,931
    CONFERENCE ROOM CHAIRS (10) 28,187 6,711 21,476 21,476
    MODIFICATIONS TO 2016 F-250 TRUCK 30,038 9,012 21,026 21,026
    COMPUTER (BRETT) 3,694 677 3,017 3,017
    COMPUTER (JARED) 3,491 233 3,258 3,258
    COMPUTER (OFFICE) 8,415 1,403 7,012 7,012
    PRINTER (BRETT) 463 77 386 386
    PRINTER (JENNY) 593 99 494 494


    TY 2017 LegalFeesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 5,808 0   5,808


    TY 2017 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   444 444


    TY 2017 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 19,938 0   19,938
    REPAIRS AND MAINTENANCE 185,956 0   185,956
    MISCELLANEOUS 9,268 0   9,268
    UTILITIES 28,454 0   28,454
    AUTO EXPENSE 51,725 0   51,725
    INSURANCE - GENERAL AND LIABILITY 109,036 14,512   94,524
    OFFICE SUPPLIES 45,765 0   45,765
    INSURANCE - HEALTH 169,446 102,146   67,300
    RENTAL EXPENSES 4,873,322 4,873,322   0
    FIRE PREVENTION 20,785 0   20,785
    DUES/FEES 14,701 0   14,701


    TY 2017 OtherIncreasesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Description Amount
    PERCENTAGE DEPLETION IN EXCESS OF COST 1,894,042


    TY 2017 OtherLiabilitiesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSIT PAYABLE 15,000 15,000


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

    TY 2017 OtherNotesLoansRcvblLongSch
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    SANTA BARBARA CENTER FOR THE PERFORMING ARTS NONE 5,000,000 5,000,000 2016-12 2026-10 5% OF ORIGINAL PRINCIPAL AMOUNT STARTING 10/15/2022 THROUGH 10/15/2026 200.0000000000 % NONE REPAYMENT OF BANK BOND CASH 5,000,000

    TY 2017 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 46,944 46,944   0
    INVESTMENT FEES - WELLS FARGO 144,294 144,294   0
    INVESTMENT FEES - MONTECITO B & T 5,401 5,401   0


    TY 2017 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 12,562 12,562   0
    PAYROLL TAXES 101,052 67,705   33,347
    TAXES - OFFICE 235 0   235
    TAXES - MAINTENANCE BUILDING 4,568 0   4,568