Form990-PF


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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 04-01-2021 , and ending 03-31-2022
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$166,922,930J 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) 343,977
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,590,038 1,590,038  
5a Gross rents............ 15,195,451 15,195,451  
b Net rental income or (loss) 7,697,689
6a Net gain or (loss) from sale of assets not on line 10 2,361,001
b Gross sales price for all assets on line 6a 181,227,463
7 Capital gain net income (from Part IV, line 2)... 2,361,001
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........ 19,490,467 19,146,490  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,541,345 1,141,465   399,880
14 Other employee salaries and wages...... 514,535 245,136   269,399
15 Pension plans, employee benefits....... 660,040 417,679   242,361
16a Legal fees (attach schedule)......... Click to see attachment 2,782 0   2,782
b Accounting fees (attach schedule)....... Click to see attachment 24,515 12,258   12,257
c Other professional fees (attach schedule).... Click to see attachment 271,474 271,474   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 129,640 85,091   44,549
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,976,741 2,944,652  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,906,850 4,553,113   353,737
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,027,922 9,670,868   1,324,965
25 Contributions, gifts, grants paid....... 7,000,500 7,000,500
26 Total expenses and disbursements. Add lines 24 and 25 18,028,422 9,670,868   8,325,465
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,462,045
b Net investment income (if negative, enter -0-) 9,475,622
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 27,509,328 37,448,121 37,448,121
3 Accounts receivable bullet1,827
Less: allowance for doubtful accounts bullet   779 1,827 1,827
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)....... 49,385,522 Click to see attachment42,773,782 97,222,841
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet35,120,154
Less: accumulated depreciation (attach schedule) bullet8,907,125 25,922,734 Click to see attachment26,213,029 24,761,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 958,000 Click to see attachment958,000 2,433,676
14 Land, buildings, and equipment: basis bullet767,809
Less: accumulated depreciation (attach schedule) bullet712,344 77,103 Click to see attachment55,465 55,465
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 108,853,466 112,450,224 166,922,930
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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 108,853,466 112,450,224
29 Total net assets or fund balances (see instructions)..... 108,853,466 112,450,224
30 Total liabilities and net assets/fund balances (see instructions). 108,853,466 112,450,224
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
108,853,466
2
Enter amount from Part I, line 27a .....................
2
1,462,045
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,134,713
4
Add lines 1, 2, and 3 ..........................
4
112,450,224
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
112,450,224
Form 990-PF (2021)
Form 990-PF (2021)
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 P 2021-01-01 2022-03-31
b WELLS FARGO P 2021-01-01 2022-03-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 172,806,195   172,170,522 635,673
b 8,421,268   6,695,940 1,725,328
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       635,673
b       1,725,328
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,361,001
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 131,711
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- ..... 5 131,711
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 453,255
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 453,255
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 10 321,544
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet321,544 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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     		253,900 55,960 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    CHARLES C GRAY TREASURER
    40.00     		411,021 58,000 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    SHELBY HUGHES SECRETARY
    40.00     		256,372 63,867 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     		253,900 74,167 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    BRAD BURKEY DIRECTOR
    10.00     		56,126 22,690 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    JARED P BURKEY DIRECTOR
    10.00     		56,126 48,928 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    JENNA M BURKEY SECOND VICE PRESIDENT
    40.00     		253,900 70,836 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 HLADYNUIK BOOKKEEPER
    30.00     		115,735 54,071 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    JOSE CHACON GARDENER
    40.00     		78,878 46,474 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    ANNA VILLEGAS BOOKKEEPER/CLERICAL
    30.00     		103,963 20,776 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    SAMUEL GALVEZ GARDENER
    40.00     		81,580 38,861 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    MONICA ROSAS HOUSEKEEPER
    35.00     		50,541 52,357 0
    2360 FOOTHILL ROAD
    SANTA BARBARA,CA93130
    Total number of other employees paid over $50,000...................bullet 2
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    BROWNSTEIN HYATT FARBER SCHRECK LEGAL SERVICES 483,544
    1020 STATE STREET
    SANTA BARBARA,CA93101
    HATHAWAY PERRET WEBSTER POWERS & CHRISMAN LEGAL SERVICES 277,372
    5450 TELEGRAPH ROAD
    VENTURA,CA93003
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    111,729,165
    b
    Average of monthly cash balances.......................
    1b
    25,091,717
    c
    Fair market value of all other assets (see instructions)................
    1c
    54,868,352
    d
    Total (add lines 1a, b, and c).........................
    1d
    191,689,234
    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
    191,689,234
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,875,339
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    188,813,895
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    9,440,695
    Part X
    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 IX, line 6..................
    1
    9,440,695
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    131,711
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    131,711
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,308,984
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    9,308,984
    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 XII, line 1 ...
    7
    9,308,984
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 9,308,984
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 9,636,626
    b From 2017...... 3,128,132
    c From 2018...... 5,337,860
    d From 2019...... 5,757,037
    e From 2020......  
    f Total of lines 3a through e ........ 23,859,655
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 8,325,465
    a Applied to 2020, 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 2021 distributable amount..... 8,325,465
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 983,519 983,519
    (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 22,876,136
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		8,653,107
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		14,223,029
    10 Analysis of line 9:
    a Excess from 2017.... 3,128,132
    b Excess from 2018.... 5,337,860
    c Excess from 2019.... 5,757,037
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 PRIMARILY IN SANTA BARBARA AND VENTURA COUNTIES.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    911 AT EASE INTERNATIONAL
    PO BOX 30363
    SANTA BARBARA,CA93130     		NONE PC PROGRAM SUPPORT; SPONSOR "CELEBRITY EVENT" FUNDRAISER; SPONSOR "FUN WITH THE FORCE" EVENT 150,000
    ANGEL FLIGHT WEST INC
    3161 DONALD DOUGLAS LOOP S
    SANTA MONICA,CA90405     		NONE PC SOUTHERN CALIFORNIA PROGRAMS - SANTA BARBARA COUNTY; SOUTHERN CALIFORNIA PROGRAMS - VENTURA COUNTY 33,000
    ANIMAL SHELTER ASSISTANCE PROGRAM
    5473 OVERPASS ROAD
    SANTA BARBARA,CA93111     		NONE PC ESSENTIAL VETERINARY CARE FOR ADOPTABLE SHELTER CATS AND KITTENS 25,000
    ARTS OUTREACH
    2353 HOLLISTER STREET SUITE A
    LOS OLIVOS,CA93441     		NONE PC ART-IN-SCHOOLS PROGRAM 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 MEALS ON WHEELS 30,000
    ATTERDAG VILLAGE OF SOLVANG
    636 ATTERDAG ROAD
    SOLVANG,CA93463     		NONE PC SMART THERM INDUCTION HEATING SYSTEM 23,000
    BISHOP GARCIA DIEGO HIGH SCHOOL
    4000 LA COLINA ROAD
    SANTA BARBARA,CA93110     		NONE PC EVENT SPONSORSHIP OF 2021 GOLF TOURNAMENT 5,000
    BOY SCOUTS OF AMERICA - LOS PADRES COUNCIL
    4000 MODOC ROAD
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 5,000
    BOYS & GIRLS CLUB - GREATER CONEJO VALLEY
    1 DOLE DRIVE 3331
    WESTLAKE VILLAGE,CA91362     		NONE PC STRONG COMMUNITIES RESILIENT YOUTH 3.0 10,000
    BOYS & GIRLS CLUB OF CAMARILLO
    1500 TEMPLE AVENUE
    CAMARILLO,CA93012     		NONE PC ACADEMIC ENRICHMENT PROGRAM 10,000
    BOYS & GIRLS CLUB OF FILLMORE
    565 1ST STREET
    FILLMORE,CA93015     		NONE PC FILMORE CLUBHOUSE - STEM EDUCATION ADDRESSING 10,000
    BOYS & GIRLS CLUB OF PIRU
    802 ORCHARD STREET
    PIRU,CA93040     		NONE PC PIRU CLUBHOUSE - STEM EDUCATION ENRICHMENT ADDRESSING 10,000
    BOYS & GIRLS CLUB OF SANTA PAULA
    1400 E HARVARD BOULEVARD
    SANTA PAULA,CA93061     		NONE PC SANTA PAULA CLUB - STEM EDUCATION ENRICHMENT ADDRESSING 10,000
    BOYS & GIRLS CLUBS OF MID CENTRAL COAST
    RAILROAD CLUBHOUSE 901 N RAILROAD
    AVENUE
    SANTA MARIA,CA93458     		NONE PC GENERAL OPERATING SUPPORT 10,000
    BRAILLE INSTITUTE OF AMERICA SANTA BARBARA CENTER
    2031 DE LA VINA STREET
    SANTA BARBARA,CA93105     		NONE PC LIBRARY SERVICES 5,000
    BUELLTON SENIOR CENTER
    164 W HIGHWAY 246
    BUELLTON,CA93427     		NONE PC MEALS ON WHEELS 50,000
    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 GENERAL OPERATING SUPPORT 7,500
    CARRIAGE & WESTERN ART MUSEUM OF SANTA BARBARA
    129 CASTILLO STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING FUNDS 40,000
    CASA OF VENTURA COUNTY
    4001 MISSION OAKS BOULEVARD
    CAMARILLO,CA93012     		NONE PC GENERAL OPERATING SUPPORT 15,000
    CASA PACIFICA CENTERS
    1722 S LEWIS ROAD
    CAMARILLO,CA93012     		NONE PC GENERAL OPERATING SUPPORT; SPONSOR 2021 - CASA PACIFICA ANGELS WINE, FOOD & BREW FESTIVAL 80,000
    CASA SERENA
    1515 BATH STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CATHOLIC CHARITIES
    1531 JAMES M WOOD BOULEVARD
    LOS ANGELES,CA90015     		NONE PC GENERAL OPERATING SUPPORT 10,000
    CHILD ABUSE LISTENING & MEDIATION (CALM)
    1236 CHAPALA STREET
    SANTA BARBARA,CA93101     		NONE PC SCHOOL-BASED MENTAL HEALTH COLLABORATIVE 100,000
    COURT-APPOINTED SPECIAL ADVOCATE
    PO BOX 70675
    OAKLAND,CA94612     		NONE PC GENERAL OPERATING SUPPORT 15,000
    DOMESTIC VIOLENCE SOLUTIONS
    PO BOX 1536
    SANTA BARBARA,CA93102     		NONE PC SUPPORT FOR ADULT & CHILD DOMESTIC VIOLENCE SURVIVORS 25,000
    ELINGS PARK FOUNDATION
    1298 LAS POSITAS ROAD
    SANTA BARBARA,CA93105     		NONE PC ELINGS PARK FOUNDATION EPIC! 150,000
    ELVERHOJ MUSEUM OF HISTORY AND ART
    1624 ELVERHOY WAY
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 12,000
    FAMILY SERVICE AGENCY OF SANTA BARBARA
    123 W GUTIERREZ STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 200,000
    FOODBANK OF SANTA BARBARA
    4554 HOLLISTER AVENUE
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT TO REBUILD A FOOD-SECURE COMMUNITY 40,000
    FOOD FROM THE HEART
    909 N LA CUMBRE ROAD
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 15,000
    FRIENDS OF OCEANO DUNES
    PO BOX 398
    OCEANO,CA93445     		NONE PC FRIENDS OF OCEANO DUNES 2020-21 TO KEEP PUBLIC ACCESS OPEN TO THE ODSVRA 25,000
    FRIENDSHIP ADULT DAY CARE CENTER
    89 EUCALYPTUS LANE
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 25,000
    FUND FOR SANTA BARBARA
    26 W ANAPAMU STREET
    SANTA BARBARA,CA93101     		NONE PC NPRN GENERAL OPERATING SUPPORT; YOUTH MAKING CHANGE 25,000
    GANNA WALSKA LOTUSLAND FOUNDATION
    695 ASHLEY ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 5,000
    GIRLS INC OF CARPINTERIA
    5315 FOOTHILL ROAD
    CARPINTERIA,CA93013     		NONE PC GENERAL OPERATING SUPPORT 5,000
    GIRLS INC OF GREATER SANTA BARBARA
    531 E ORTEGA STREET
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 5,000
    GOLETA VALLEY COTTAGE HOSPITAL FOUNDATION
    351 S PATTERSON AVENUE
    SANTA BARBARA,CA93111     		NONE PC FAMILY ASSISTANCE PROGRAM 30,000
    GOLETA VALLEY HISTORICAL SOCIETY
    304 N LOS CARNEROS ROAD
    GOLETA,CA93111     		NONE PC GENERAL OPERATING SUPPORT 25,000
    HAPPY ENDINGS ANIMAL RESCUE SANCTUARY
    1326 DOVE MEADOW ROAD
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 20,000
    HEARTS THERAPEUTIC EQUESTRIAN CENTER
    PO BOX 30662
    SANTA BARBARA,CA93130     		NONE PC EQUINE SERVICES FOR HEROES 5,000
    HELP OF CARPINTERIA INC
    1069 CASITAS PASS ROAD
    CARPINTERIA,CA93013     		NONE PC GENERAL OPERATING SUPPORT 15,000
    HELP OF OJAI
    108 S MONTGOMERY STREET
    OJAI,CA93023     		NONE PC ISOLATED SENIOR SUPPORT 15,000
    HIDDEN WINGS
    517 ATTERDAG ROAD
    SOLVANG,CA93463     		NONE PC ADDITIONAL 10 PASSENGER VEHICLE 20,000
    JOIN -UP INTERNATIONAL
    PO BOX 246
    SOLVANG,CA93464     		NONE PC HORSE SENSE AND HEALING PROGRAM 50,000
    LOMPOC FAMILY YMCA
    201 W COLLEGE AVENUE
    LOMPOC,CA93436     		NONE PC GENERAL OPERATING SUPPORT 5,000
    LOMPOC POLICE FOUNDATION
    107 CIVIC CENTER PLAZA
    LOMPOC,CA93436     		NONE PC FIREARMS DETECTING K9 90,000
    MONTECITO FAMILY YMCA
    591 SANTA ROSA LANE
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 5,000
    MOXI THE WOLF MUSEUM OF EXPLORATION INNOVATIO
    125 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT; PLATINUM SPONSOR FOR MOXI@NIGHT 2021 175,000
    MUSIC ACADEMY OF THE WEST
    1070 FAIRWAY ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT; SPONSORSHIP OF OPENING NIGHT GALA - RETURN TO MIRAFLORES; SUPPORT OF THE ARTIST'S TABLE OPENING SOIREE 55,000
    NEW BEGINNINGS COUNSELING CENTER
    324 E CARRILLO STREET SUITE C
    SANTA BARBARA,CA93101     		NONE PC LIFE SKILLS PARENTING AND EDUCATION PROGRAM 10,000
    NORTH COUNTY RAPE CRISIS & CHILD PROTECTION CENTER
    112 E WALNUT AVENUE
    LOMPOC,CA93436     		NONE PC GENERAL OPERATING SUPPORT 50,000
    NOTES FOR NOTES INC
    PO BOX 90632
    SANTA BARBARA,CA93190     		NONE PC NOTES FOR NOTES SANTA BARBARA 25,000
    OLD SPANISH DAYS
    PO BOX 21557
    SANTA BARBARA,CA93121     		NONE PC OLD SPANISH DAYS FIESTA 50,000
    PACIFIC LEGAL FOUNDATION
    930 G STREET
    SACRAMENTO,CA95814     		NONE PC PROTECTING FUNDAMENTAL CONSTITUTIONAL RIGHTS 50,000
    THE PARC FOUNDATION
    15545 DEVONSHIRE STREET SUITE 208
    MISSION HILLS,CA91345     		NONE PC SUMMER FUN RECREATION PROGRAM - SUMMER 2022 37,000
    PCPA FOUNDATION
    237 TOWN CENTER WEST 106
    SANTA MARIA,CA93458     		NONE PC GENERAL OPERATING SUPPORT 20,000
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HIGHWAY
    MALIBU,CA90263     		NONE PC NONPROFIT LEADERSHIP COLLABORATIVE; PIERRE CLAEYSSENS SCHOLARSHIP FUND; SPONSOR - PEPPERDINE WAVE CLASSIC - 2021; SPONSOR - WAVES OF FLAGS - "HONORING HEROES OF 9/11" 270,000
    PIERRE CLAEYSSENS VETERANS FOUNDATION
    1187 COAST VILLAGE ROAD SUITE 1-334
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 75,000
    PROVIDENCE SCHOOL
    3225 CALLE PINON
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT - PRESCHOOL AND LOWER SCHOOL; SPONSORSHIP - CELEBRATE PROVIDENCE 70,000
    RM PYLES BOYS CAMP
    27211 HENRY MAYO DRIVE
    VALENCIA,CA91355     		NONE PC PYLES YOUTH DEVELOPMENT PROGRAM 20,000
    RESCUE MISSION ALLIANCE
    315 NA STREET
    OXNARD,CA93030     		NONE PC GENERAL OPERATING SUPPORT FOR CENTRAL COAST RESCUE MISSION; GENERAL OPERATING SUPPORT FOR VENTURA COUNTY RESCUE MISSION 10,000
    SANTA BARBARA COTTAGE HOSPITAL
    400 W PUEBLO STREET
    SANTA BARBARA,CA93105     		NONE PC COTTAGE CHILDREN'S MEDICAL CENTER'S PEDIATRIC NEUROLOGY 200,000
    SANTA BARBARA COUNTY SEARCH & RESCUE
    PO BOX 6602
    SANTA BARBARA,CA93160     		NONE PC 2021 PRIORITY PROJECTS - RESCUE VEHICLE BUILDOUT, 115,000
    SANTA BARBARA POLICE FOUNDATION
    215 E FIGUEROA STREET
    SANTA BARBARA,CA93101     		NONE PC SBPD K-9 PROGRAM, SAFETY EQUIPMENT 50,000
    SANTA BARBARA SPECIAL ENFORCEMENT TEAM SUPPORT
    4434 CALLE REAL
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT FOR SBSET 108,000
    SALVATION ARMY SANTA BARBARA CORPS
    423 CHAPALA STREET
    SANTA BARBARA,CA93101     		NONE PC THE SALVATION ARMY SANTA BARBARA CORPS AND COMMUNITY CENTER 5,000
    SALVATION ARMY OXNARDPORT HUENEME
    249 E A STREET
    PORT HUENEME,CA93041     		NONE PC THE SALVATION ARMY (TSA) - PROGRAM SUPPORT 5,000
    SANCTUARY CENTERS OF SANTA BARBARA INC
    PO BOX 551
    SANTA BARBARA,CA93102     		NONE PC THE INTEGRATED CARE CLINIC SERVING YOUTH 20,000
    SANTA BARBARA BIRD SANCTUARY
    2430 LILLIE AVENUE
    SUMMERLAND,CA93067     		NONE PC GENERAL OPERATING SUPPORT 35,000
    SANTA BARBARA BOTANICAL GARDEN
    1212 MISSION CANYON ROAD
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA BOWL FOUNDATION
    1122 N MILPAS STREET
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 200,000
    SANTA BARBARA FOUNDATION
    1111 CHAPALA ST 200
    SANTA BARBARA,CA93101     		NONE PC COVID-19 GRANT PROGRAM 500,000
    SANTA BARBARA HUMANE SOCIETY
    5399 OVERPASS ROAD
    SANTA BARBARA,CA93111     		NONE PC GENERAL OPERATING SUPPORT 25,000
    SANTA BARBARA MARITIME MUSEUM
    113 HARBOR WAY SUITE 190
    SANTA BARBARA,CA93109     		NONE PC SBMM EDUCATION AND CURATORIAL PROGRAMS 10,000
    SANTA BARBARA MEALS ON WHEELS INC
    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 COLLECTIONS CARE PROJECT 525,000
    SANTA BARBARA NEIGHBORHOOD CLINICS
    915 N MILPAS STREET 2ND FLOOR
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 125,000
    SANTA BARBARA NEW HOUSE
    2434 BATH STREET
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 15,000
    SANTA BARBARA POLICE ACTIVITIES LEAGUE
    PO BOX 91121
    SANTA BARBARA,CA93190     		NONE PC GENERAL OPERATING SUPPORT 50,000
    SANTA BARBARA RESCUE MISSION
    535 E YANONALI STREET
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SCOTTISH RITE VALLEY OF SANTA BARBARA
    16 E CARRILLO STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 30,000
    SANTA BARBARA ZOO
    500 NINOS DRIVE
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SANTA YNEZ VALLEY BOTANIC GARDEN FOUNDATION
    PO BOX 1623
    BUELLTON,CA93427     		NONE PC SUSTAINABLE GARDENING DEMONSTRATION SITE 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 GENERAL OPERATING SUPPORT; SPONSORSHIP OF THE 37TH ANNUAL VAQUERO SHOW 50,000
    SANTA YNEZ VALLEY HUMANE SOCIETY
    PO BOX 335
    SANTA YNEZ,CA93427     		NONE PC GENERAL OPERATING SUPPORT 40,000
    SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL
    1745 MISSION DRIVE
    SOLVANG,CA93463     		NONE PC KITCHEN EQUIPMENT AND; SENIOR WELLNESS AND NUTRITION 425,000
    SANTA YNEZ VALLEY THERAPEUTIC RIDING PRO
    PO BOX 256
    SOLVANG,CA93464     		NONE PC STUDENT SCHOLARSHIPS, 2021 COWBOY RIDE-A-THON SPONSORSHIP 65,000
    SENIOR CONCERNS
    401 HODENCAMP ROAD
    THOUSAND OAKS,CA91360     		NONE PC GENERAL OPERATING SUPPORT 40,000
    SOLVANG FRIENDSHIP HOUSE
    PO BOX 486
    SOLVANG,CA93463     		NONE PC EVENT SPONSORSHIP OF NASHVILLE NIGHTS 2021; GENERAL OPERATING SUPPORT 75,000
    SOLVANG THEATERFEST
    PO BOX 917
    SOLVANG,CA93464     		NONE PC GENERAL OPERATING SUPPORT; SPONSOR FOR IMAGINE! EVENT 2021 35,000
    STANDING TOGETHER TO END SEXUAL ASSUALT
    433 E CANON PERDIDO STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 35,000
    STORYTELLER CHILDREN'S CENTER
    2115 STATE STREET
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 25,000
    STUART GILDRED FAMILY YMCA SANTA YNEZ
    900 N REFUGIO ROAD
    SANTA YNEZ,CA93460     		NONE PC OPEN DOORS - GENERAL OPERATING SUPPORT 5,000
    STUDENTS FOR ECO EDUCATION & AGRICULTURE
    257 N ALVARADO STREET
    OJAI,CA93023     		NONE PC GENERAL OPERATING SUPPORT 200,000
    SURGICAL EYE EXPEDITIONS
    5638 HOLLISTER AVENUE SUITE 210
    SANTA BARBARA,CA93117     		NONE PC SANTA BARBARA VISION CARE PROGRAM 10,000
    THE CENTER FOR URBAN AGRICULTURE
    598 N FARVIEW AVENUE
    GOLETA,CA93117     		NONE PC OPERATING SUPPORT FOR EDUCATION PROGRAMS 20,000
    THE COMMUNITY FOUNDATION SLO CO
    550 DANA STREET
    SAN LUIS OBISPO,CA93401     		NONE PC JAMES W. BRABECK YOUTH LEGACY FUND BUYERS' COALITION 100,000
    THE FIRST TEE CENTRAL COAST
    PO BOX 6261
    SANTA BARBARA,CA93160     		NONE PC GENERAL OPERATING SUPPORT 10,000
    THE RONALD REAGAN PRESIDENTIAL FOUNDATION
    40 PRESIDENTIAL DRIVE
    SIMI VALLEY,CA93065     		NONE PC STUDENT SPEAKER SERIES AND VENTURA CO. SCHOLARSHIP PROGRAM 50,000
    THE SAMARITAN CENTER
    280 ROYAL AVENUE
    SIMI VALLEY,CA93065     		NONE PC GENERAL OPERATING SUPPORT 15,000
    TRANSITION HOUSE
    425 E COTA STREET
    SANTA BARBARA,CA93101     		NONE PC EMERGENCY SHELTER FOR HOMELESS FAMILIES WITH CHILDREN 20,000
    TURNING POINT FOUNDATION
    PO BOX 24397
    VENTURA,CA93002     		NONE PC GENERAL OPERATING SUPPORT: HOMELESS HEALTH AND HOUSING CONTINUUM OF SERVICES FOR MENTALLY ILL... 20,000
    UNITED BOYS & GIRLS CLUB OF SANTA BARBARA COUNTY
    1124 CASTILLO STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATIONAL SUPPORT 150,000
    UNITED WAY OF SANTA BARBARA COUNTY
    320 E GUTIERREZ STREET
    SANTA BARBARA,CA93101     		NONE PC FUN IN THE SUN & EARLY LEARNING SUCCESS INSTITUTES; INDIVIDUAL DISASTER ASSISTANCE GRANTS FUND 125,000
    VALOR HEALING FARMS
    PO BOX 1054
    OJAI,CA93024     		NONE PC GENERAL OPERATING SUPPORT 20,000
    VENTURA FAMILY YMCA
    3760 TELEGRAPH ROAD
    VENTURA,CA93003     		NONE PC CHILDCARE LEARNING & CLASSROOM RENOVATIONS 5,000
    VENTURA POLICE ACTIVITIES LEAGUE (PAL)
    PO BOX 3262
    VENTURA,CA93006     		NONE PC VENTURA AFTER SCHOOL PROGRAMS 20,000
    VILLA MAJELLA OF SANTA BARBARA
    604 N KELLOGG AVENUE
    SANTA BARBARA,CA93111     		NONE PC MATERNITY HOME PROGRAM 15,000
    VNA HEALTH FOUNDATION
    512 E GUTIERREZ STREET
    SANTA BARBARA,CA93103     		NONE PC 20TH ANNUAL MOTHER'S DAY LUNCHEON; SERENITY HOUSE CHARITY CARE; SPONSORSHIP - 21ST ANNUAL MOTHER'S DAY LUNCHEON 65,000
    WAYFINDER FAMILY SERVICES
    5300 ANGELES VISTA BOULEVARD
    LOS ANGELES,CA90043     		NONE PC EARLY INTERVENTION PROGRAM 5,000
    WE SUPPORT THE TROOPS INC
    PO BOX 915
    SANTA YNEZ,CA93460     		NONE PC WE SUPPORT THE TROOPS, INC. 50,000
    WILDERNESS YOUTH PROJECT
    5386 HOLLISTER AVENUE SUITE D
    SANTA BARBARA,CA93111     		NONE PC BRIDGE TO NATURE: SCHOOL DAY OUTDOOR EDUCATION AND SUMMER CAMP SCHOLARSHIPS 100,000
    WILDING ART MUSEUM
    1511 B MISSION DRIVE
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 15,000
    WOMEN'S ECONOMIC VENTURES OF SANTA BARBARA
    333 S SALINAS STREET
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 5,000
    WOOD-GLEN HALL
    3010 FOOTHILL ROAD
    SANTA BARBARA,CA93105     		NONE PC FACILITY MAINTENANCE & SAFETY 100,000
    YOUNG AMERICA'S FOUNDATION
    217 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC SUPPORT OF 2021 FALL COLLEGE RETREAT 250,000
    Total .................................bullet 3a 7,000,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 7,697,689  
    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 2,361,001  
    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 11,648,728 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    11,648,728
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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
     
    PO BOX 30586
     
    SANTA BARBARA, CA93130

    		$ 343,977


    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 24,515 12,258   12,257

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

    TY 2021 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 1,102 SL 27.500000000000 76 0    
    PAPER SHREDDER 1999-01-13 140 140 SL 7.000000000000 0 0    
    PERIMETER GATE SYSTEM 2000-05-12 4,145 4,145 SL 5.000000000000 0 0    
    PERIMETER POWER SUPPLY 2000-05-25 888 888 SL 5.000000000000 0 0    
    LOG CUTTER 2001-11-14 635 635 SL 5.000000000000 0 0    
    PHONE SYSTEM 2003-01-21 180 180 SL 7.000000000000 0 0    
    MAIL BOXES AND WALL 2006-05-24 2,388 2,388 SL 7.000000000000 0 0    
    2001 CHEVY TRUCK 2003-11-02 28,732 28,732 SL 5.000000000000 0 0    
    2005 CADILLAC ESCALADE 2005-04-18 58,495 58,495 SL 5.000000000000 0 0    
    MINERAL RIGHTS - DEPLETION 1993-01-23 12,553,000 12,553,000 SL 0 % 0 0    
    TREES 2008-03-17 2,539 2,197 SL 15.000000000000 169 0    
    2008 CHEVY SILVERADO 3500 2008-02-28 48,735 48,735 SL 5.000000000000 0 0    
    AIR PURIFIER W/FLTRS BARN 2009-07-30 1,522 1,522 SL 5.000000000000 0 0    
    AIR PURIFIER W/FLTRS OFC 2009-07-30 1,963 1,963 SL 5.000000000000 0 0    
    XM RADIO CONFERENCE RM 2009-07-30 484 484 SL 5.000000000000 0 0    
    HONDA GENERATOR 2009-09-15 2,086 2,086 SL 5.000000000000 0 0    
    DESK W/SHELVING CREDENZAS 2009-12-01 8,500 8,500 SL 7.000000000000 0 0    
    SHELVING FOR OFFICE 2010-03-29 11,451 11,451 SL 7.000000000000 0 0    
    OFFICE BACKGROUND M 2009-04-14 817 817 SL 5.000000000000 0 0    
    LAND - TAYLOR RANCH 1994-01-01 4,030,783   L   0 0    
    BUILDINGS - TAYLOR RANCH 1994-01-01 288,217 285,601 SL 27.500000000000 0 0    
    FENCING 2001-03-30 4,660 3,380 SL 27.500000000000 169 169    
    IMPROVEMENTS TO RED MTN 2005-07-15 8,977 5,135 SL 27.500000000000 326 326    
    FENCING 2007-06-25 10,640 5,321 SL 27.500000000000 387 387    
    WATERFALL/FOUNTAIN 2007-11-12 519 469 SL 15.000000000000 35 35    
    FENCING & GATE 2007-11-21 1,352 653 SL 27.500000000000 49 49    
    TAYLOR RANCH ROAD 2008-03-05 54,971 26,154 SL 27.500000000000 1,999 1,999    
    IMPROVEMENTS 2008-03-17 8,473 4,004 SL 27.500000000000 308 308    
    WATER WELLS 2007-12-31 705,927 239,838 SL 39.000000000000 18,101 18,101    
    IMPROVEMENTS 2008-03-17 71,588 33,839 SL 27.500000000000 2,603 2,603    
    LAND IMPROVEMENTS 2008-06-30 241,475 205,250 SL 15.000000000000 16,098 16,098    
    LAND IMPROVEMENTS 2008-09-30 73,136 60,950 SL 15.000000000000 4,876 4,876    
    LAND IMPROVEMENTS 2008-12-31 194,107 158,515 SL 15.000000000000 12,940 12,940    
    LAND IMPROVEMENTS 2009-03-31 104,403 83,520 SL 15.000000000000 6,960 6,960    
    ROOF 2008-07-15 21,165 9,817 SL 27.500000000000 770 770    
    WATER WELLS 2010-03-31 268,770 75,812 SL 39.000000000000 6,892 6,892    
    LAND - MAIN HOUSE 1993-08-01 350,000   L   0 0    
    BUILDING - MAIN HOUSE 1993-08-01 475,000 475,000 SL 27.500000000000 0 0    
    BUILT-IN MICROWAVE 1996-01-03 453 404 SL 27.500000000000 16 16    
    HARDWOOD FLOORS 1999-04-16 2,900 2,302 SL 27.500000000000 105 105    
    DRAPERY 1999-03-01 1,956 1,562 SL 27.500000000000 71 71    
    FURNACE 2004-03-26 1,864 1,156 SL 27.500000000000 68 68    
    HOUSE RENOVATION 2004-10-13 170,010 102,003 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 1,257 751 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 2007-05-09 600 306 SL 27.500000000000 22 22    
    IMPROVEMENTS 2007-10-12 6,880 3,375 SL 27.500000000000 250 250    
    ROOF AND RAFTERS 2007-12-12 35,778 17,347 SL 27.500000000000 1,301 1,301    
    AWNINGS 2007-09-21 2,077 2,077 SL 7.000000000000 0 0    
    LAND - MUSIC STUDIO 1993-08-01 275,000   L   0 0    
    BUILDING - MUSIC STUDIO 1993-08-01 275,000 275,000 SL 27.500000000000 0 0    
    IMPROVEMENTS 1993-12-01 65,537 65,135 SL 27.500000000000 0 0    
    WATER SOFTENER 1994-09-14 850 552 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 1,255 655 SL 27.500000000000 46 46    
    IMPROVEMENTS 2007-05-09 600 287 SL 27.500000000000 22 22    
    WINDOWS 2008-02-02 26,289 12,587 SL 27.500000000000 956 956    
    IMPROVEMENTS 2008-03-14 12,426 5,914 SL 27.500000000000 452 452    
    GATE 2007-12-03 4,155 2,013 SL 27.500000000000 151 151    
    IMPROVEMENTS 2009-02-15 200,621 88,756 SL 27.500000000000 7,295 7,295    
    IMPROVEMENTS - LAND 2009-02-15 69,292 56,198 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 38,850 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 29,517 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 14,871 SL 27.500000000000 689 689    
    LEASEHOLD IMPROVEMENTS 2000-09-01 10,184 7,616 SL 27.500000000000 370 370    
    LEASEHOLD IMPROVEMENTS 2001-09-01 41,751 29,728 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 91,643 SL 27.500000000000 5,698 5,698    
    CONSTRUCTION IN PROGRESS 2004-03-31 454,814 266,002 SL 27.500000000000 16,539 16,539    
    WATER SOFTENER 2004-04-06 1,175 1,175 SL 7.000000000000 0 0    
    CAMERA 2004-04-06 1,925 1,925 SL 7.000000000000 0 0    
    NEW GATE 2005-09-30 6,132 6,132 SL 15.000000000000 0 0    
    ROSE GARDEN 2006-02-09 7,168 7,168 SL 15.000000000000 0 0    
    MAIL BOXES 2006-03-29 1,387 1,387 SL 7.000000000000 0 0    
    PARKING AREA 2006-07-14 28,003 15,016 SL 27.500000000000 1,018 1,018    
    STORAGE UNIT IN BACK 2007-01-29 71,808 36,989 SL 27.500000000000 2,611 2,611    
    STORAGE UNIT 2007-04-13 21,853 11,130 SL 27.500000000000 795 795    
    IMPROVEMENTS 2007-05-21 12,150 6,114 SL 27.500000000000 442 442    
    IMPROVEMENTS 2007-08-13 2,918 1,449 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 9,191 SL 27.500000000000 364 364    
    CAR PORT 1996-12-01 2,919 2,579 SL 27.500000000000 106 106    
    MOTION SEC LIGHTS & LABOR 1997-04-03 801 696 SL 27.500000000000 29 29    
    SHELVES/SHOP 1997-04-03 354 312 SL 27.500000000000 13 13    
    CONCRETE SLAB 1997-04-03 860 744 SL 27.500000000000 31 31    
    CONCRETE SLAB 1998-12-18 4,088 3,315 SL 27.500000000000 149 149    
    CEMENT WALL 1999-08-19 764 604 SL 27.500000000000 28 28    
    ROOF 2004-05-11 15,560 9,575 SL 27.500000000000 566 566    
    NEW BARN ADDITION 2005-12-31 63,980 35,487 SL 27.500000000000 2,327 2,327    
    ADD NEW BARN ADDITION 2007-02-28 131,673 67,431 SL 27.500000000000 4,788 4,788    
    IMPROVEMENTS 2007-05-09 4,903 2,477 SL 27.500000000000 178 178    
    CARPORT LIGHTS & MONITOR 2007-05-22 1,592 802 SL 27.500000000000 58 58    
    IMPROVEMENTS - CANYON 2007-08-31 17,068 8,435 SL 27.500000000000 621 621    
    IMPROVEMENTS 2007-10-12 1,524 743 SL 27.500000000000 55 55    
    BUILDING 2010-03-31 46,538 18,612 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 2,571 SL 27.500000000000 109 109    
    HOUSE - LCL RENTAL 1996-09-19 144,400 129,087 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 20,789 SL 27.500000000000 1,211 1,211    
    DISHWASHER 2004-02-12 544 544 SL 7.000000000000 0 0    
    OVEN STOVE TOP 2004-02-12 818 818 SL 7.000000000000 0 0    
    WASHER - DRYER 2004-02-12 740 740 SL 7.000000000000 0 0    
    BLINDS 2003-06-26 3,049 3,049 SL 7.000000000000 0 0    
    POND 2003-07-14 718 718 SL 15.000000000000 0 0    
    WATER SOFTENER 2004-04-06 2,575 2,575 SL 7.000000000000 0 0    
    ELECTRICAL WORK 2004-04-06 1,000 1,000 SL 7.000000000000 0 0    
    TIMBERMILL STORAGE BARN 2004-08-11 2,499 1,517 SL 27.500000000000 91 91    
    NEW WIRING 2006-02-10 1,156 637 SL 27.500000000000 42 42    
    NEW TILE 2005-11-09 5,866 3,284 SL 27.500000000000 213 213    
    LIGHTS 2006-12-15 2,323 1,204 SL 27.500000000000 84 84    
    CROWN MOLDING 2007-01-10 1,052 542 SL 27.500000000000 38 38    
    ELECTRICAL BOX AND WIRING 2007-04-06 2,141 1,092 SL 27.500000000000 78 78    
    IMPROVEMENTS 2007-07-13 635 316 SL 27.500000000000 23 23    
    OUTDOOR ELECTRICAL PANEL 2007-09-21 3,883 1,904 SL 27.500000000000 141 141    
    WASHER AND DRYER 2007-12-12 3,726 3,726 SL 7.000000000000 0 0    
    IMPROVEMENTS 2008-09-30 293,820 133,550 SL 27.500000000000 10,684 10,684    
    IMPROVEMENTS 2008-12-31 222,218 98,992 SL 27.500000000000 8,081 8,081    
    IMPROVEMENTS 2009-03-31 17,177 7,500 SL 27.500000000000 625 625    
    LCL REMODEL 2010-03-31 12,250 4,895 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 14,032 SL 27.500000000000 1,369 1,369    
    DRAPERIES 2011-03-01 17,773 17,773 SL 7.000000000000 0 0    
    IMPROVEMENTS '10 2010-07-01 11,531 4,504 SL 27.500000000000 419 419    
    FURNITURE 2010-07-01 3,445 3,445 SL 7.000000000000 0 0    
    SECURITY SYSTEM 2011-03-01 1,646 1,646 SL 7.000000000000 0 0    
    WOOD FLOORING FOR OFFICE 2014-12-05 29,147 6,713 SL 27.500000000000 1,060 1,060    
    NEW AIR CONDITIONING UNIT 2016-09-26 8,843 1,449 SL 27.500000000000 322 322    
    SECURITY SYSTEM 2011-03-01 549 549 SL 7.000000000000 0 0    
    NEW STORAGE SHED 2014-10-13 90,310 21,346 SL 27.500000000000 3,284 3,284    
    LAUNDRY ROOM - NEW FLOORING 2016-10-05 4,535 742 SL 27.500000000000 165 165    
    NEW STORAGE BUILDING 2016-09-16 105,527 17,267 SL 27.500000000000 3,837 3,837    
    LEAF BLOWER 2010-12-01 533 533 SL 5.000000000000 0 0    
    CONFERENCE ROOM FURNITURE 2010-07-01 4,307 4,307 SL 7.000000000000 0 0    
    OFFICE FURNISHINGS 2011-02-09 4,261 4,261 SL 7.000000000000 0 0    
    WATER WELLS #4 2011-03-31 111,533 74,360 SL 15.000000000000 7,436 7,436    
    REVERSE OSMOSIS SYSTEM 2011-03-31 298,606 298,606 SL 7.000000000000 0 0    
    CHEVROLET SILVERADO 2011-02-25 46,997 46,997 SL 5.000000000000 0 0    
    TEX TRAILER 2010-09-14 2,153 2,153 SL 5.000000000000 0 0    
    PROJECTOR 2011-05-05 640 640 SL 5.000000000000 0 0    
    IMPROVEMENTS '10 2010-03-31 286,334 114,532 SL 27.500000000000 10,412 10,412    
    IMPROVEMENTS '10 2010-03-31 205,383 82,148 SL 27.500000000000 7,468 7,468    
    HEDGE TRIMMER 2011-10-27 640 640 SL 5.000000000000 0 0    
    OFFICE CHAIRS 2011-11-15 1,752 1,752 SL 5.000000000000 0 0    
    LIFT GATE/2011 CHEVY SILVERADO 2011-04-13 4,671 4,671 SL 5.000000000000 0 0    
    FURNISHINGS - CONFERENCE ROOM 2011-05-05 9,148 9,148 SL 5.000000000000 0 0    
    OFFICE CHAIRS - CONFERENCE ROOM 2011-08-09 3,504 3,504 SL 5.000000000000 0 0    
    FURNISHINGS - CONFERENCE ROOM 2011-11-01 26,649 26,649 SL 5.000000000000 0 0    
    FURNISHINGS 2011-08-10 51,593 51,593 SL 5.000000000000 0 0    
    IMPROVEMENTS 2011-10-26 61,490 21,056 SL 27.500000000000 2,236 2,236    
    WATER WELLS 2012-03-31 326,302 195,777 SL 15.000000000000 21,753 21,753    
    SECURITY CAMERA 2012-03-09 962 962 SL 5.000000000000 0 0    
    REVERSE OSMOSIS SYSTEM 2012-01-17 123,149 123,149 SL 7.000000000000 0 0    
    FURNISHINGS 2011-06-05 2,379 2,379 SL 7.000000000000 0 0    
    FURNISHINGS 2011-11-01 8,571 8,568 SL 7.000000000000 0 0    
    STORAGE BUILDING 2010-11-23 3,397 1,240 SL 27.500000000000 124 124    
    LAND IMPROVEMENTS 2011-06-30 194,829 126,642 SL 15.000000000000 12,989 12,989    
    FURNISHINGS 2013-01-25 9,476 9,476 SL 5.000000000000 0 0    
    IMPROVEMENTS 2012-07-17 17,072 5,382 SL 27.500000000000 621 621    
    DEHUMIDIFIER 2013-01-25 1,669 1,669 SL 7.000000000000 0 0    
    FURNISHINGS 2013-01-25 28,954 28,954 SL 7.000000000000 0 0    
    PICTURE FRAMES 2013-03-31 8,000 8,000 SL 7.000000000000 0 0    
    STORAGE BUILDING 2012-10-01 10,300 3,187 SL 27.500000000000 375 375    
    CAMERA 2012-06-28 7,346 7,346 SL 5.000000000000 0 0    
    TABLE SAW 2012-07-17 2,722 2,722 SL 5.000000000000 0 0    
    WELDING MACHINE 2012-09-13 4,478 4,478 SL 5.000000000000 0 0    
    FILE CABINET 2012-07-17 1,005 1,005 SL 7.000000000000 0 0    
    TABLES - OFFICE 2012-10-25 11,637 11,637 SL 7.000000000000 0 0    
    FURNITURE 2012-11-27 15,952 15,952 SL 7.000000000000 0 0    
    FURNITURE 2013-01-25 10,759 10,759 SL 7.000000000000 0 0    
    PICTURE FRAMES 2013-03-31 8,000 8,000 SL 7.000000000000 0 0    
    WATER WELLS 2013-03-27 458,685 244,632 SL 15.000000000000 30,579 30,579    
    REVERSE OSMOSIS SYSTEM IMPROVEMENT 2013-01-17 4,204 4,204 SL 7.000000000000 0 0    
    IMPROVEMENTS 2013-03-21 1,260 368 SL 27.500000000000 46 46    
    WATER WELLS 2013-03-31 115,035 61,352 SL 15.000000000000 7,669 7,669    
    IMRPOVEMENTS - PALM TREES 2013-12-13 9,586 2,559 SL 27.500000000000 349 349    
    BACKPACK SPRAYERS 2013-08-06 23,762 23,762 SL 5.000000000000 0 0    
    WATER WELLS 2014-03-31 285,236 133,112 SL 15.000000000000 19,016 19,016    
    REVERSE OSMOSIS SYSTEM 2014-03-31 427,309 427,309 SL 7.000000000000 0 0    
    PLUMBING ADOBE 2015-01-17 6,955 2,861 SL 15.000000000000 464 464    
    IMPROVEMENTS - LANDSCAPING 2014-03-17 1,923 896 SL 15.000000000000 128 128    
    FURNISHINGS 2013-05-16 14,542 14,539 SL 7.000000000000 0 0    
    FURNISHINGS 2013-05-16 11,410 11,410 SL 7.000000000000 0 0    
    FURNISHINGS 2013-05-30 3,931 3,931 SL 7.000000000000 0 0    
    FURNISHINGS 2013-05-30 975 975 SL 7.000000000000 0 0    
    IMPROVEMENTS - LANDSCAPING 2014-07-29 34,322 15,253 SL 15.000000000000 2,288 2,288    
    DISCOVERY COMPUTER 2013-12-16 4,116 4,116 SL 5.000000000000 0 0    
    PICTURE FRAMES 2013-06-10 4,536 4,536 SL 7.000000000000 0 0    
    PICTURE FRAMES 2013-09-10 2,406 2,406 SL 7.000000000000 0 0    
    TABLES & CABINETS - OFFICE 2013-05-30 6,048 6,048 SL 7.000000000000 0 0    
    OFFICE CHAIRS - OFFICE 2013-07-16 3,689 3,689 SL 7.000000000000 0 0    
    OFFICE CHAIRS - OFFICE 2013-08-13 3,328 3,325 SL 7.000000000000 0 0    
    FILTRATION EQUIPMENT 2013-09-10 714 714 SL 5.000000000000 0 0    
    CONFERENCE TABLE ADOBE 2015-03-12 1,944 1,944 SL 5.000000000000 0 0    
    IMPROVEMENTS 2014-07-29 160,913 39,007 SL 27.500000000000 5,851 5,851    
    IMPROVEMENTS 2014-10-08 64,684 15,288 SL 27.500000000000 2,352 2,352    
    CONVENTION OVEN 2014-12-05 5,456 4,934 SL 7.000000000000 522 522    
    GARAGE DOOR 2015-02-27 3,248 2,823 SL 7.000000000000 425 425    
    DISHWASHER 2015-03-03 2,232 1,941 SL 7.000000000000 291 291    
    DRAPERIES & UPHOLESTRY 2014-12-05 18,694 16,916 SL 7.000000000000 1,778 1,778    
    HP 500 PRINTER 2014-04-30 1,000 1,000 SL 5.000000000000 0 0    
    HP COPIER 2014-10-02 6,210 6,210 SL 5.000000000000 0 0    
    APPLE IPAD 2014-10-27 1,006 1,006 SL 5.000000000000 0 0    
    NIKON CAMERA EQUIPMENT 2014-11-21 1,897 1,897 SL 5.000000000000 0 0    
    APPLE TABLETS (2) 2014-11-21 2,020 2,020 SL 5.000000000000 0 0    
    APPLE IPAD 2014-12-01 1,006 1,006 SL 5.000000000000 0 0    
    APPLE IPAD 2014-10-27 898 898 SL 5.000000000000 0 0    
    IMPROVEMENTS 2014-07-10 151,692 37,233 SL 27.500000000000 5,516 5,516    
    MONITORING WATER WELLS (3) 2014-10-31 297,326 127,191 SL 15.000000000000 19,822 19,822    
    OFFICE FURNITURE SHELVING 2014-09-02 6,602 6,208 SL 7.000000000000 394 0    
    REVERSE OSMOSIS EQUIPMENT 2014-11-05 1,033,770 947,620 SL 7.000000000000 86,150 86,150    
    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 21,504 SL 27.500000000000 5,376 5,376    
    FURNISHINGS 2017-03-31 83,703 66,964 SL 5.000000000000 16,739 16,739    
    IMPROVEMENTS - TREES 2015-12-15 4,387 853 SL 27.500000000000 160 160    
    WATER EQUIPMENT 2015-07-24 13,299 13,299 SL 5.000000000000 0 0    
    LAUNDRY ROOM 2016-03-01 6,110 4,438 SL 7.000000000000 873 873    
    DRAPERIES & UPHOLESTRY 2015-04-07 26,506 22,722 SL 7.000000000000 3,784 3,784    
    FILING CABINET 2015-04-10 15,751 13,500 SL 7.000000000000 2,251 0    
    FILTRATION EQUIPMENT 2015-07-30 10,089 10,089 SL 5.000000000000 0 0    
    LAUNDRY ROOM 2016-08-04 31,093 5,278 SL 27.500000000000 1,131 1,131    
    FURNISHINGS 2015-06-02 951 793 SL 7.000000000000 136 0    
    WATER WELLS 2015-04-16 69,968 27,601 SL 15.000000000000 4,665 4,665    
    REVERSE OSMOSIS SYSTEM 2015-04-21 16,072 13,585 SL 7.000000000000 2,296 2,296    
    FURNISHINGS 2015-11-28 1,800 1,371 SL 7.000000000000 257 0    
    FURNISHINGS 2015-12-30 1,440 1,081 SL 7.000000000000 206 0    
    FURNISHINGS 2016-03-01 1,435 1,042 SL 7.000000000000 205 0    
    CABINET 2015-11-28 2,250 1,712 SL 7.000000000000 321 321    
    TABLES & PANELS 2015-12-30 6,938 5,203 SL 7.000000000000 991 991    
    BOOKCASE 2016-03-25 2,500 1,785 SL 7.000000000000 357 357    
    WATER WELLS 2015-05-15 57,693 22,756 SL 15.000000000000 3,846 3,846    
    WATER WELLS 2015-11-17 158,450 56,336 SL 15.000000000000 10,563 10,563    
    WATER WELLS 2015-12-23 151,820 53,135 SL 15.000000000000 10,121 10,121    
    WATER WELLS 2016-03-31 127,928 42,645 SL 15.000000000000 8,529 8,529    
    GARAGE 2016-03-31 74,976 13,630 SL 27.500000000000 2,726 2,726    
    WATER EQUIPMENT 2015-12-09 8,852 8,852 SL 5.000000000000 0 0    
    WATER EQUIPMENT 2016-03-30 5,591 5,591 SL 5.000000000000 0 0    
    GARAGE 2017-08-27 694,175 90,454 SL 27.500000000000 25,243 25,243    
    FIRE ALARMS 2016-07-15 1,599 1,520 SL 5.000000000000 79 0    
    WEED EATER 2016-07-15 725 689 SL 5.000000000000 36 0    
    TWO SMALL LATOPS (OFFICE) 2016-07-15 4,648 4,417 SL 5.000000000000 231 0    
    HP COLORJET PRINTER 2016-07-15 3,027 2,874 SL 5.000000000000 153 0    
    2016 FOR F-250 TRUCK 2016-08-13 64,396 60,102 SL 5.000000000000 4,294 0    
    TREES 2016-07-19 364 61 SL 27.500000000000 13 13    
    LANDSCAPING 2016-08-19 3,920 655 SL 27.500000000000 143 143    
    BEDROOM WING REMODEL 2017-03-31 268,628 39,072 SL 27.500000000000 9,768 9,768    
    LANDSCAPING 2016-09-26 4,944 810 SL 27.500000000000 180 180    
    LANDSCAPING 2016-09-26 2,575 423 SL 27.500000000000 94 94    
    LANDSCAPING 2016-11-21 5,785 910 SL 27.500000000000 210 210    
    LANDSCAPING 2016-12-20 1,949 302 SL 27.500000000000 71 71    
    TUBE TELEMETRY WITH HYDROVU 2016-04-11 5,354 5,354 SL 5.000000000000 0 0    
    CAMERA 2017-03-31 868 696 SL 5.000000000000 172 172    
    BRINE PROJECT 2017-04-07 131,039 19,060 SL 27.500000000000 4,765 4,765    
    WATER WELL #1 2016-09-27 6,358 1,908 SL 15.000000000000 424 424    
    WATER WELL #2 2016-09-27 6,358 1,908 SL 15.000000000000 424 424    
    WATER WELL #3 2016-04-19 3,143 1,032 SL 15.000000000000 210 210    
    WATER WELL #4 2016-09-27 6,358 1,908 SL 15.000000000000 424 424    
    WATER WELL #5 2016-12-22 17,387 4,926 SL 15.000000000000 1,159 1,159    
    WATER WELL #6 2016-09-27 6,358 1,908 SL 15.000000000000 424 424    
    WATER WELL #7 2016-09-27 6,358 1,908 SL 15.000000000000 424 424    
    WATER WELL #8 2016-09-27 6,358 1,908 SL 15.000000000000 424 424    
    WATER WELL #9 2016-09-27 3,295 990 SL 15.000000000000 220 220    
    WATER WELL #10 2016-09-27 3,295 990 SL 15.000000000000 220 220    
    WATER WELL #11 2016-11-30 71,757 20,731 SL 15.000000000000 4,784 4,784    
    WATER WELL #12 2016-11-30 61,679 17,819 SL 15.000000000000 4,112 4,112    
    WATER WELL #13 2017-03-20 132,288 35,276 SL 15.000000000000 8,819 8,819    
    BEACH WELL 2017-03-29 179,956 47,988 SL 15.000000000000 11,997 11,997    
    LANDSCAPING 2016-09-26 1,762 527 SL 15.000000000000 117 117    
    WASHER & DRYER 2016-07-15 5,043 3,420 SL 7.000000000000 720 720    
    STEREO, SPEAKERS, BASE STATION 2016-11-24 1,455 901 SL 7.000000000000 208 208    
    RUG 2016-11-10 2,360 1,488 SL 7.000000000000 337 337    
    RUG 2017-03-24 1,799 1,028 SL 7.000000000000 257 257    
    CONFERENCE ROOM CHAIRS (10) 2016-08-04 28,187 18,792 SL 7.000000000000 4,027 0    
    HAY BARN 2018-01-08 16,718 1,976 SL 27.500000000000 608 608    
    ADOBE / GARAGE 2017-08-25 15,357 2,000 SL 27.500000000000 558 558    
    BURMA SUMP FILLED 2017-04-07 21,745 3,164 SL 27.500000000000 791 791    
    LANDSCAPING 2017-05-11 8,719 1,242 SL 27.500000000000 317 317    
    ROAD 2017-10-18 16,148 2,006 SL 27.500000000000 587 587    
    WATER WELL 2017-03-31 889,636   NC 0 % 0 0    
    STORAGE CONTAINERS 2017-07-14 3,004 2,254 SL 5.000000000000 601 601    
    BEDROOM REMODEL 2017-09-01 228,550 29,781 SL 27.500000000000 8,311 8,311    
    IMPROVEMENTS 2017-06-01 87,021 12,129 SL 27.500000000000 3,164 3,164    
    LANDSCAPING 2017-12-01 14,112 1,710 SL 27.500000000000 513 513    
    ROOMS REMODEL 2018-02-01 27,405 3,157 SL 27.500000000000 997 997    
    LANDSCAPING 2018-01-01 12,069 2,616 SL 15.000000000000 805 805    
    LAND IMPROVEMENTS 2017-08-01 321,594 42,878 SL 27.500000000000 11,694 11,694    
    WINDOW SHADES 2017-10-20 1,963 957 SL 7.000000000000 280 280    
    FENCING HILLSIDE 2016-09-26 20,532 6,160 SL 15.000000000000 1,369 1,369    
    MODIFICATIONS TO 2016 F-250 TRUCK 2016-09-23 30,038 27,036 SL 5.000000000000 3,002 0    
    LANDSCAPING 2017-09-01 311,849 40,635 SL 27.500000000000 11,340 11,340    
    LANDSCAPING - WATER WELL #1 2018-03-31 122,307 24,462 SL 15.000000000000 8,154 8,154    
    LANDSCAPING - WATER WELL #2 2018-03-31 214,265 42,852 SL 15.000000000000 14,284 14,284    
    IMPROVEMENTS 2018-02-01 26,703 3,075 SL 27.500000000000 971 971    
    COMPUTER (BRETT) 2017-05-01 3,694 2,894 SL 5.000000000000 739 0    
    COMPUTER (JARED) 2017-11-22 3,491 2,327 SL 5.000000000000 698 0    
    COMPUTER (OFFICE) 2017-05-22 8,415 6,452 SL 5.000000000000 1,683 0    
    PRINTER (BRETT) 2017-05-22 463 356 SL 5.000000000000 93 0    
    PRINTER (JENNY) 2017-05-22 593 456 SL 5.000000000000 119 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 1,731 SL 15.000000000000 577 577    
    REVERSE OSMOSIS EQUIPMENT 2018-02-01 91,656 41,464 SL 7.000000000000 13,094 13,094    
    TAYLOR RANCH REMODEL/GARAGE 2019-03-31 627,795 45,658 SL 27.500000000000 22,829 22,829    
    FENCING 2019-03-31 7,896 1,052 SL 15.000000000000 526 526    
    HAY BARN 2021-01-10 364,269 3,312 SL 27.500000000000 13,246 13,246    
    FENCE 2019-03-31 5,600 746 SL 15.000000000000 373 373    
    EXTERIOR LIGHTING 2018-06-01 5,200 2,105 SL 7.000000000000 743 743    
    STORAGE CONTAINERS 2019-03-31 2,518 720 SL 7.000000000000 360 360    
    DOUBLE OVEN 2018-10-19 2,241 1,083 SL 5.000000000000 448 448    
    ROOF 2019-03-01 4,188 317 SL 27.500000000000 152 152    
    PATIO STORAGE STRUCTURE 2018-05-16 3,681 1,490 SL 7.000000000000 526 526    
    LIGHT FIXTURE 2018-09-11 2,668 984 SL 7.000000000000 381 381    
    STORAGE CONTAINERS 2019-03-31 2,518 720 SL 7.000000000000 360 360    
    CUSTOM STORAGE CONTAINERS 2019-03-31 17,786 5,082 SL 7.000000000000 2,541 2,541    
    STORAGE CONTAINERS 2019-01-02 10,498 3,375 SL 7.000000000000 1,500 1,500    
    WOOD FLOORING 2018-06-13 9,648 994 SL 27.500000000000 351 351    
    WOODEN STORAGE BOX 2019-03-31 2,518 720 SL 7.000000000000 360 360    
    COMPUTER (JARED) 2018-11-29 2,730 1,274 SL 5.000000000000 546 0    
    HEDGE TRIMMER 2018-07-27 544 291 SL 5.000000000000 109 0    
    COMPUTER MONITOR (NCB) 2018-09-20 599 300 SL 5.000000000000 120 0    
    GENERATOR 2018-12-21 1,098 495 SL 5.000000000000 220 0    
    LAPTOP COMPUTER (BRAD) 2019-01-28 2,777 1,203 SL 5.000000000000 555 0    
    WOODEN STORAGE BOX 2019-03-31 4,558 1,302 SL 7.000000000000 651 0    
    TOMMY GATE FOR SILVERADO 2019-01-30 6,555 2,841 SL 5.000000000000 1,311 0    
    WATER HEATER 2018-12-26 4,408 1,417 SL 7.000000000000 630 630    
    CARRIAGE HOUSE 2019-03-31 1,766,977 128,508 SL 27.500000000000 64,254 64,254    
    ADOBE / GARAGE 2020-02-25 718,157 28,291 SL 27.500000000000 26,115 26,115    
    CARRIAGE HOUSE / MS LOT 2019-08-12 4,511 273 SL 27.500000000000 164 164    
    VAPOR BARRIER & CRAWL SPACE 2019-06-10 15,972 1,065 SL 27.500000000000 581 581    
    WATER SOFTENER 2019-10-11 1,550 84 SL 27.500000000000 56 56    
    FURNISHINGS FOR MS 2020-01-21 1,515 252 SL 7.000000000000 216 216    
    HOT WATER HEATER 2019-04-12 5,853 1,672 SL 7.000000000000 836 836    
    COPIER / PRINTER 2019-05-21 8,524 3,126 SL 5.000000000000 1,705 0    
    A/C CONDENSER SYSTEM 2019-08-12 6,377 387 SL 27.500000000000 232 0    
    COMPUTER (JARED) 2019-09-13 5,296 1,677 SL 5.000000000000 1,059 0    
    REFRIGERATOR 2019-09-13 2,792 884 SL 5.000000000000 558 0    
    APPLE IPAD - SB 2019-10-21 921 261 SL 5.000000000000 184 0    
    APPLE IPAD - AV 2019-10-21 1,094 310 SL 5.000000000000 219 0    
    PRINTER - SH 2020-02-25 489 106 SL 5.000000000000 98 0    
    COMPUTER - SH 2020-02-25 1,782 386 SL 5.000000000000 356 0    
    NEW COMPUTER (JB) 2020-05-25 4,968 828 SL 5.000000000000 994 0    
    NEW COMPUTER (NB) 2020-07-23 3,509 468 SL 5.000000000000 702 0    
    WATER WELL #4 2020-03-31 570,358   NC 15.000000000000 0 0    
    K-RAIL FENCE/FLOOD PROTECTION 2019-04-12 11,194 1,492 SL 15.000000000000 746 746    
    ADOBE GARAGE, ELECTRIC WIRING 2020-12-30 87,307 794 SL 27.500000000000 3,175 3,175    
    ADOBE LANDSCAPING 2020-12-30 111,304 1,855 SL 15.000000000000 7,420 7,420    
    WELTY ROAD IMPROVEMENTS 2021-04-16 49,576   SL 15.000000000000 3,030 3,030    
    SPEAKERS AND AMPS 2020-10-22 1,137 95 SL 5.000000000000 227 227    
    SECURITY CAMERAS 2021-01-21 2,400 80 SL 5.000000000000 480 480    
    COMPUTER FOR PUMP BUILDING 2021-01-22 1,756 59 SL 5.000000000000 351 351    
    ROLL-UP DOORS ON BARN 2020-11-05 6,863 104 SL 27.500000000000 250 250    
    ADDITIONAL WORK ON BARN 2020-12-10 9,785 119 SL 27.500000000000 356 356    
    WATER WELL #14 2021-03-31 1,013,191   NC 0 % 0 0    
    BEACH WELL #2 2021-03-31 355,496   NC 0 % 0 0    
    LANDSCAPING - PLANTS 2021-09-09 836   SL 15.000000000000 33 33    
    CAMERAS/MOTION SENSORS 2021-07-15 900   SL 5.000000000000 135 135    
    ATV 2022-01-19 24,167   SL 5.000000000000 806 806    
    SPRAYER - WEEDS 2022-02-15 4,924   SL 5.000000000000 164 164    
    LAND IMPROVEMNTS - FENCING 2022-03-31 245,737   NC 0 % 0 0    
    LAND IMPROVEMENTS - CATCH BASIN 2022-03-31 85,389   NC 0 % 0 0    
    LAND IMPROVEMENTS - DRAINAGE 2022-03-31 84,281   NC 0 % 0 0    
    WATER WELL #2 AND BEACH WELL #2 - ADDITIONAL COST 2022-03-31 570,313   NC 0 % 0 0    
    STABLES/LOT/CARPORT - TREES PLANTED 2021-06-01 2,122   SL 15.000000000000 118 118    
    SPEAKERS AND AMPS 2020-10-22 1,137 95 SL 5.000000000000 227 227    
    NEW AIR CONDITIONER 2020-12-04 2,950 197 SL 5.000000000000 590 590    
    FURNITURE/FIXTURES - TV 2021-08-24 2,204   SL 5.000000000000 257 257    
    FURNITURE/FIXTURES - SECURITY 2021-08-16 4,500   SL 5.000000000000 525 525    
    MAJOR LANDSCAPING - MS LANDSCAPING 2021-08-04 2,548   SL 15.000000000000 113 113    
    MAJOR LANDSCAPING - PLANTS/IRRIGATION 2021-09-23 2,231   SL 15.000000000000 74 74    
    AIR COMPRESSOR FOR SHOP 2020-07-23 1,562 208 SL 5.000000000000 312 0    
    NEW COMPUTER (BB) - DESKTOP 2020-08-27 3,560 415 SL 5.000000000000 712 0    
    NEW COMPUTER - LAPTOP 2020-08-27 3,021 352 SL 5.000000000000 604 0    
    NEW COMPUTER 2021-01-15 945 47 SL 5.000000000000 189 0    
    100 FT SEWER CAMERA 2021-03-26 1,293   SL 5.000000000000 259 0    
    ELECTRIC EEL SNAKE KIT 2021-03-26 2,585   SL 5.000000000000 517 0    
    PC LAPTOP 2021-06-01 4,238   SL 5.000000000000 706 0    
    FILE CABINET 2021-08-04 601   SL 7.000000000000 57 0    
    LENOVO PC 2021-09-23 2,355   SL 5.000000000000 236 0    
    JACK HAMMER 2021-09-23 299   SL 5.000000000000 30 0    
    BACKPACK BLOWER 2022-03-22 718   SL 5.000000000000 0 0    
    CHAINSAW & WEED EATER HEAD 2022-03-22 2,240   SL 5.000000000000 0 0    
    WATER WELL #1 2019-03-31 397,926   NC 0 % 0 0    
    WATER WELL #2 2019-03-31 399,576   NC 0 % 0 0    
    WATER WELL #1 2020-01-28 151,558   NC 0 % 0 0    
    WATER WELL #2 2020-01-28 151,558   NC 0 % 0 0    
    WATER WELL #1 2020-03-31 41,473   NC 0 % 0 0    
    WATER WELL #2 2020-03-30 38,075   NC 0 % 0 0    
    WATER WELL #1 2021-03-31 50,670   NC 0 % 0 0    
    REFRIGERATOR 2019-06-25 10,099 2,525 SL 7.000000000000 1,443 1,443    
    COOKTOP 2019-10-21 2,324 470 SL 7.000000000000 332 332    
    WATER WELL #2 2021-03-31 50,670   NC 0 % 0 0    
    SANTA BARBARA WATER WELL #1 - ADDITIONAL COST 2022-03-31 8,446   NC 0 % 0 0    
    SANTA BARBARA WATER WELL #2 - ADDITIONAL COST 2022-03-31 12,060   NC 0 % 0 0    

    TY 2021 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 42,773,782 97,222,841

    TY 2021 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 288,217 285,601 2,616  
    FENCING 4,660 3,549 1,111  
    IMPROVEMENTS TO RED MTN 8,977 5,461 3,516  
    FENCING 10,640 5,708 4,932  
    WATERFALL/FOUNTAIN 519 504 15  
    FENCING & GATE 1,352 702 650  
    TAYLOR RANCH ROAD 54,971 28,153 26,818  
    IMPROVEMENTS 8,473 4,312 4,161  
    WATER WELLS 705,927 257,939 447,988  
    IMPROVEMENTS 71,588 36,442 35,146  
    LAND IMPROVEMENTS 241,475 221,348 20,127  
    LAND IMPROVEMENTS 73,136 65,826 7,310  
    LAND IMPROVEMENTS 194,107 171,455 22,652  
    LAND IMPROVEMENTS 104,403 90,480 13,923  
    ROOF 21,165 10,587 10,578  
    WATER WELLS 268,770 82,704 186,066  
    LAND - MAIN HOUSE 350,000 0 350,000  
    BUILDING - MAIN HOUSE 475,000 475,000 0  
    BUILT-IN MICROWAVE 453 420 33  
    HARDWOOD FLOORS 2,900 2,407 493  
    DRAPERY 1,956 1,633 323  
    FURNACE 1,864 1,224 640  
    HOUSE RENOVATION 170,010 108,185 61,825  
    WATER HEATER 685 685 0  
    BATHROOM AND KITCHEN 1,257 797 460  
    AIR CONDITIONING 1,323 1,323 0  
    APPLIANCES 5,125 5,125 0  
    DISHWASHER 1,121 1,121 0  
    IMPROVEMENTS 600 328 272  
    IMPROVEMENTS 6,880 3,625 3,255  
    ROOF AND RAFTERS 35,778 18,648 17,130  
    AWNINGS 2,077 2,077 0  
    LAND - MUSIC STUDIO 275,000 0 275,000  
    BUILDING - MUSIC STUDIO 275,000 275,000 0  
    IMPROVEMENTS 65,537 65,135 402  
    WATER SOFTENER 850 574 276  
    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 1,255 701 554  
    IMPROVEMENTS 600 309 291  
    WINDOWS 26,289 13,543 12,746  
    IMPROVEMENTS 12,426 6,366 6,060  
    GATE 4,155 2,164 1,991  
    IMPROVEMENTS 200,621 96,051 104,570  
    IMPROVEMENTS - LAND 69,292 60,817 8,475  
    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 42,204 8,099  
    LAND - HOUSE/OFFICE/LOT 275,000 0 275,000  
    OFFICE - HOUSE/OFFICE/LOT 45,600 30,686 14,914  
    FLOURESCENT LIGHTS 2,747 2,747 0  
    LEASEHOLD IMPROVEMENTS 18,947 15,560 3,387  
    LEASEHOLD IMPROVEMENTS 10,184 7,986 2,198  
    LEASEHOLD IMPROVEMENTS 41,751 31,246 10,505  
    WATER HEATER 521 521 0  
    CONSTRUCTION IN PROGRESS 156,692 97,341 59,351  
    CONSTRUCTION IN PROGRESS 454,814 282,541 172,273  
    WATER SOFTENER 1,175 1,175 0  
    CAMERA 1,925 1,925 0  
    NEW GATE 6,132 6,132 0  
    ROSE GARDEN 7,168 7,168 0  
    MAIL BOXES 1,387 1,387 0  
    PARKING AREA 28,003 16,034 11,969  
    STORAGE UNIT IN BACK 71,808 39,600 32,208  
    STORAGE UNIT 21,853 11,925 9,928  
    IMPROVEMENTS 12,150 6,556 5,594  
    IMPROVEMENTS 2,918 1,555 1,363  
    VARIOUS OFFICE PRODUCTS 12,575 12,575 0  
    LAND - STABLES/LOT 290,000 0 290,000  
    STABLES - STABLES/LOT 10,000 9,555 445  
    CAR PORT 2,919 2,685 234  
    MOTION SEC LIGHTS & LABOR 801 725 76  
    SHELVES/SHOP 354 325 29  
    CONCRETE SLAB 860 775 85  
    CONCRETE SLAB 4,088 3,464 624  
    CEMENT WALL 764 632 132  
    ROOF 15,560 10,141 5,419  
    NEW BARN ADDITION 63,980 37,814 26,166  
    ADD NEW BARN ADDITION 131,673 72,219 59,454  
    IMPROVEMENTS 4,903 2,655 2,248  
    CARPORT LIGHTS & MONITOR 1,592 860 732  
    IMPROVEMENTS - CANYON 17,068 9,056 8,012  
    IMPROVEMENTS 1,524 798 726  
    BUILDING 46,538 20,304 26,234  
    VACANT LOT 300,000 0 300,000  
    VACANT LOT 300,000 0 300,000  
    FENCE 2,995 2,680 315  
    HOUSE - LCL RENTAL 144,400 134,338 10,062  
    REFRIGERATOR 600 600 0  
    REPAIRS, CLEANING, PAINT 33,296 22,000 11,296  
    DISHWASHER 544 544 0  
    OVEN STOVE TOP 818 818 0  
    WASHER - DRYER 740 740 0  
    BLINDS 3,049 3,049 0  
    POND 718 718 0  
    WATER SOFTENER 2,575 2,575 0  
    ELECTRICAL WORK 1,000 1,000 0  
    TIMBERMILL STORAGE BARN 2,499 1,608 891  
    NEW WIRING 1,156 679 477  
    NEW TILE 5,866 3,497 2,369  
    LIGHTS 2,323 1,288 1,035  
    CROWN MOLDING 1,052 580 472  
    ELECTRICAL BOX AND WIRING 2,141 1,170 971  
    IMPROVEMENTS 635 339 296  
    OUTDOOR ELECTRICAL PANEL 3,883 2,045 1,838  
    WASHER AND DRYER 3,726 3,726 0  
    IMPROVEMENTS 293,820 144,234 149,586  
    IMPROVEMENTS 222,218 107,073 115,145  
    IMPROVEMENTS 17,177 8,125 9,052  
    LCL REMODEL 12,250 5,340 6,910  
    LAND - WELTY PROPERTY 4,503,679 0 4,503,679  
    IMPROVEMENTS '10 37,660 15,401 22,259  
    DRAPERIES 17,773 17,773 0  
    IMPROVEMENTS '10 11,531 4,923 6,608  
    FURNITURE 3,445 3,445 0  
    SECURITY SYSTEM 1,646 1,646 0  
    WOOD FLOORING FOR OFFICE 29,147 7,773 21,374  
    NEW AIR CONDITIONING UNIT 8,843 1,771 7,072  
    SECURITY SYSTEM 549 549 0  
    NEW STORAGE SHED 90,310 24,630 65,680  
    LAUNDRY ROOM - NEW FLOORING 4,535 907 3,628  
    NEW STORAGE BUILDING 105,527 21,104 84,423  
    WATER WELLS #4 111,533 81,796 29,737  
    REVERSE OSMOSIS SYSTEM 298,606 298,606 0  
    IMPROVEMENTS '10 286,334 124,944 161,390  
    IMPROVEMENTS '10 205,383 89,616 115,767  
    FURNISHINGS 51,593 51,593 0  
    IMPROVEMENTS 61,490 23,292 38,198  
    WATER WELLS 326,302 217,530 108,772  
    REVERSE OSMOSIS SYSTEM 123,149 123,149 0  
    FURNISHINGS 2,379 2,379 0  
    FURNISHINGS 8,571 8,568 3  
    STORAGE BUILDING 3,397 1,364 2,033  
    LAND IMPROVEMENTS 194,829 139,631 55,198  
    FURNISHINGS 9,476 9,476 0  
    IMPROVEMENTS 17,072 6,003 11,069  
    DEHUMIDIFIER 1,669 1,669 0  
    FURNISHINGS 28,954 28,954 0  
    PICTURE FRAMES 8,000 8,000 0  
    STORAGE BUILDING 10,300 3,562 6,738  
    WATER WELLS 458,685 275,211 183,474  
    REVERSE OSMOSIS SYSTEM IMPROVEMENT 4,204 4,204 0  
    IMPROVEMENTS 1,260 414 846  
    WATER WELLS 115,035 69,021 46,014  
    IMRPOVEMENTS - PALM TREES 9,586 2,908 6,678  
    BACKPACK SPRAYERS 23,762 23,762 0  
    WATER WELLS 285,236 152,128 133,108  
    REVERSE OSMOSIS SYSTEM 427,309 427,309 0  
    PLUMBING ADOBE 6,955 3,325 3,630  
    IMPROVEMENTS - LANDSCAPING 1,923 1,024 899  
    FURNISHINGS 14,542 14,539 3  
    FURNISHINGS 11,410 11,410 0  
    FURNISHINGS 3,931 3,931 0  
    FURNISHINGS 975 975 0  
    IMPROVEMENTS - LANDSCAPING 34,322 17,541 16,781  
    CONFERENCE TABLE ADOBE 1,944 1,944 0  
    IMPROVEMENTS 160,913 44,858 116,055  
    IMPROVEMENTS 64,684 17,640 47,044  
    CONVENTION OVEN 5,456 5,456 0  
    GARAGE DOOR 3,248 3,248 0  
    DISHWASHER 2,232 2,232 0  
    DRAPERIES & UPHOLESTRY 18,694 18,694 0  
    IMPROVEMENTS 151,692 42,749 108,943  
    MONITORING WATER WELLS (3) 297,326 147,013 150,313  
    REVERSE OSMOSIS EQUIPMENT 1,033,770 1,033,770 0  
    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 26,880 120,973  
    FURNISHINGS 83,703 83,703 0  
    IMPROVEMENTS - TREES 4,387 1,013 3,374  
    WATER EQUIPMENT 13,299 13,299 0  
    LAUNDRY ROOM 6,110 5,311 799  
    DRAPERIES & UPHOLESTRY 26,506 26,506 0  
    LAUNDRY ROOM 31,093 6,409 24,684  
    WATER WELLS 69,968 32,266 37,702  
    REVERSE OSMOSIS SYSTEM 16,072 15,881 191  
    CABINET 2,250 2,033 217  
    TABLES & PANELS 6,938 6,194 744  
    BOOKCASE 2,500 2,142 358  
    WATER WELLS 57,693 26,602 31,091  
    WATER WELLS 158,450 66,899 91,551  
    WATER WELLS 151,820 63,256 88,564  
    WATER WELLS 127,928 51,174 76,754  
    GARAGE 74,976 16,356 58,620  
    WATER EQUIPMENT 8,852 8,852 0  
    WATER EQUIPMENT 5,591 5,591 0  
    GARAGE 694,175 115,697 578,478  
    TREES 364 74 290  
    LANDSCAPING 3,920 798 3,122  
    BEDROOM WING REMODEL 268,628 48,840 219,788  
    LANDSCAPING 4,944 990 3,954  
    LANDSCAPING 2,575 517 2,058  
    LANDSCAPING 5,785 1,120 4,665  
    LANDSCAPING 1,949 373 1,576  
    TUBE TELEMETRY WITH HYDROVU 5,354 5,354 0  
    CAMERA 868 868 0  
    BRINE PROJECT 131,039 23,825 107,214  
    WATER WELL #1 6,358 2,332 4,026  
    WATER WELL #2 6,358 2,332 4,026  
    WATER WELL #3 3,143 1,242 1,901  
    WATER WELL #4 6,358 2,332 4,026  
    WATER WELL #5 17,387 6,085 11,302  
    WATER WELL #6 6,358 2,332 4,026  
    WATER WELL #7 6,358 2,332 4,026  
    WATER WELL #8 6,358 2,332 4,026  
    WATER WELL #9 3,295 1,210 2,085  
    WATER WELL #10 3,295 1,210 2,085  
    WATER WELL #11 71,757 25,515 46,242  
    WATER WELL #12 61,679 21,931 39,748  
    WATER WELL #13 132,288 44,095 88,193  
    BEACH WELL 179,956 59,985 119,971  
    LANDSCAPING 1,762 644 1,118  
    WASHER & DRYER 5,043 4,140 903  
    STEREO, SPEAKERS, BASE STATION 1,455 1,109 346  
    RUG 2,360 1,825 535  
    RUG 1,799 1,285 514  
    HAY BARN 16,718 2,584 14,134  
    ADOBE / GARAGE 15,357 2,558 12,799  
    BURMA SUMP FILLED 21,745 3,955 17,790  
    LANDSCAPING 8,719 1,559 7,160  
    ROAD 16,148 2,593 13,555  
    WATER WELL 889,636 0 889,636  
    STORAGE CONTAINERS 3,004 2,855 149  
    BEDROOM REMODEL 228,550 38,092 190,458  
    IMPROVEMENTS 87,021 15,293 71,728  
    LANDSCAPING 14,112 2,223 11,889  
    ROOMS REMODEL 27,405 4,154 23,251  
    LANDSCAPING 12,069 3,421 8,648  
    LAND IMPROVEMENTS 321,594 54,572 267,022  
    WINDOW SHADES 1,963 1,237 726  
    FENCING HILLSIDE 20,532 7,529 13,003  
    LANDSCAPING 311,849 51,975 259,874  
    LANDSCAPING - WATER WELL #1 122,307 32,616 89,691  
    LANDSCAPING - WATER WELL #2 214,265 57,136 157,129  
    IMPROVEMENTS 26,703 4,046 22,657  
    REBUILDING ORIGINAL WATER WELL 44,083 0 44,083  
    WATER WELL #2 107,422 0 107,422  
    WATER WELLS 8,656 2,308 6,348  
    REVERSE OSMOSIS EQUIPMENT 91,656 54,558 37,098  
    TAYLOR RANCH REMODEL/GARAGE 627,795 68,487 559,308  
    FENCING 7,896 1,578 6,318  
    HAY BARN 364,269 16,558 347,711  
    FENCE 5,600 1,119 4,481  
    EXTERIOR LIGHTING 5,200 2,848 2,352  
    STORAGE CONTAINERS 2,518 1,080 1,438  
    DOUBLE OVEN 2,241 1,531 710  
    ROOF 4,188 469 3,719  
    PATIO STORAGE STRUCTURE 3,681 2,016 1,665  
    LIGHT FIXTURE 2,668 1,365 1,303  
    STORAGE CONTAINERS 2,518 1,080 1,438  
    CUSTOM STORAGE CONTAINERS 17,786 7,623 10,163  
    STORAGE CONTAINERS 10,498 4,875 5,623  
    WOOD FLOORING 9,648 1,345 8,303  
    WOODEN STORAGE BOX 2,518 1,080 1,438  
    WATER HEATER 4,408 2,047 2,361  
    CARRIAGE HOUSE 1,766,977 192,762 1,574,215  
    ADOBE / GARAGE 718,157 54,406 663,751  
    CARRIAGE HOUSE / MS LOT 4,511 437 4,074  
    VAPOR BARRIER & CRAWL SPACE 15,972 1,646 14,326  
    WATER SOFTENER 1,550 140 1,410  
    FURNISHINGS FOR MS 1,515 468 1,047  
    HOT WATER HEATER 5,853 2,508 3,345  
    WATER WELL #4 570,358 0 570,358  
    K-RAIL FENCE/FLOOD PROTECTION 11,194 2,238 8,956  
    ADOBE GARAGE, ELECTRIC WIRING 87,307 3,969 83,338  
    ADOBE LANDSCAPING 111,304 9,275 102,029  
    WELTY ROAD IMPROVEMENTS 49,576 3,030 46,546  
    SPEAKERS AND AMPS 1,137 322 815  
    SECURITY CAMERAS 2,400 560 1,840  
    COMPUTER FOR PUMP BUILDING 1,756 410 1,346  
    ROLL-UP DOORS ON BARN 6,863 354 6,509  
    ADDITIONAL WORK ON BARN 9,785 475 9,310  
    WATER WELL #14 1,013,191 0 1,013,191  
    BEACH WELL #2 355,496 0 355,496  
    LANDSCAPING - PLANTS 836 33 803  
    CAMERAS/MOTION SENSORS 900 135 765  
    ATV 24,167 806 23,361  
    SPRAYER - WEEDS 4,924 164 4,760  
    LAND IMPROVEMNTS - FENCING 245,737 0 245,737  
    LAND IMPROVEMENTS - CATCH BASIN 85,389 0 85,389  
    LAND IMPROVEMENTS - DRAINAGE 84,281 0 84,281  
    WATER WELL #2 AND BEACH WELL #2 - ADDITIONAL COST 570,313 0 570,313  
    STABLES/LOT/CARPORT - TREES PLANTED 2,122 118 2,004  
    SPEAKERS AND AMPS 1,137 322 815  
    NEW AIR CONDITIONER 2,950 787 2,163  
    FURNITURE/FIXTURES - TV 2,204 257 1,947  
    FURNITURE/FIXTURES - SECURITY 4,500 525 3,975  
    MAJOR LANDSCAPING - MS LANDSCAPING 2,548 113 2,435  
    MAJOR LANDSCAPING - PLANTS/IRRIGATION 2,231 74 2,157  
    WATER WELL #1 397,926 0 397,926  
    WATER WELL #2 399,576 0 399,576  
    WATER WELL #1 151,558 0 151,558  
    WATER WELL #2 151,558 0 151,558  
    WATER WELL #1 41,473 0 41,473  
    WATER WELL #2 38,075 0 38,075  
    WATER WELL #1 50,670 0 50,670  
    REFRIGERATOR 10,099 3,968 6,131  
    COOKTOP 2,324 802 1,522  
    WATER WELL #2 50,670 0 50,670  
    SANTA BARBARA WATER WELL #1 - ADDITIONAL COST 8,446 0 8,446  
    SANTA BARBARA WATER WELL #2 - ADDITIONAL COST 12,060 0 12,060  

    TY 2021 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 865,784 2,341,460

    TY 2021 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 1,178 919 919
    PAPER SHREDDER 140 140 0 0
    PERIMETER GATE SYSTEM 4,145 4,145 0 0
    PERIMETER POWER SUPPLY 888 888 0 0
    LOG CUTTER 635 635 0 0
    PHONE SYSTEM 180 180 0 0
    MAIL BOXES AND WALL 2,388 2,388 0 0
    2001 CHEVY TRUCK 28,732 28,732 0 0
    2005 CADILLAC ESCALADE 58,495 58,495 0 0
    TREES 2,539 2,366 173 173
    2008 CHEVY SILVERADO 3500 48,735 48,735 0 0
    AIR PURIFIER W/FLTRS BARN 1,522 1,522 0 0
    AIR PURIFIER W/FLTRS OFC 1,963 1,963 0 0
    XM RADIO CONFERENCE RM 484 484 0 0
    HONDA GENERATOR 2,086 2,086 0 0
    DESK W/SHELVING CREDENZAS 8,500 8,500 0 0
    SHELVING FOR OFFICE 11,451 11,451 0 0
    OFFICE BACKGROUND M 817 817 0 0
    LEAF BLOWER 533 533 0 0
    CONFERENCE ROOM FURNITURE 4,307 4,307 0 0
    OFFICE FURNISHINGS 4,261 4,261 0 0
    CHEVROLET SILVERADO 46,997 46,997 0 0
    TEX TRAILER 2,153 2,153 0 0
    PROJECTOR 640 640 0 0
    HEDGE TRIMMER 640 640 0 0
    OFFICE CHAIRS 1,752 1,752 0 0
    LIFT GATE/2011 CHEVY SILVERADO 4,671 4,671 0 0
    FURNISHINGS - CONFERENCE ROOM 9,148 9,148 0 0
    OFFICE CHAIRS - CONFERENCE ROOM 3,504 3,504 0 0
    FURNISHINGS - CONFERENCE ROOM 26,649 26,649 0 0
    SECURITY CAMERA 962 962 0 0
    CAMERA 7,346 7,346 0 0
    TABLE SAW 2,722 2,722 0 0
    WELDING MACHINE 4,478 4,478 0 0
    FILE CABINET 1,005 1,005 0 0
    TABLES - OFFICE 11,637 11,637 0 0
    FURNITURE 15,952 15,952 0 0
    FURNITURE 10,759 10,759 0 0
    PICTURE FRAMES 8,000 8,000 0 0
    DISCOVERY COMPUTER 4,116 4,116 0 0
    PICTURE FRAMES 4,536 4,536 0 0
    PICTURE FRAMES 2,406 2,406 0 0
    TABLES & CABINETS - OFFICE 6,048 6,048 0 0
    OFFICE CHAIRS - OFFICE 3,689 3,689 0 0
    OFFICE CHAIRS - OFFICE 3,328 3,325 3 3
    FILTRATION EQUIPMENT 714 714 0 0
    HP 500 PRINTER 1,000 1,000 0 0
    HP COPIER 6,210 6,210 0 0
    APPLE IPAD 1,006 1,006 0 0
    NIKON CAMERA EQUIPMENT 1,897 1,897 0 0
    APPLE TABLETS (2) 2,020 2,020 0 0
    APPLE IPAD 1,006 1,006 0 0
    APPLE IPAD 898 898 0 0
    OFFICE FURNITURE SHELVING 6,602 6,602 0 0
    FILING CABINET 15,751 15,751 0 0
    FILTRATION EQUIPMENT 10,089 10,089 0 0
    FURNISHINGS 951 929 22 22
    FURNISHINGS 1,800 1,628 172 172
    FURNISHINGS 1,440 1,287 153 153
    FURNISHINGS 1,435 1,247 188 188
    FIRE ALARMS 1,599 1,599 0 0
    WEED EATER 725 725 0 0
    TWO SMALL LATOPS (OFFICE) 4,648 4,648 0 0
    HP COLORJET PRINTER 3,027 3,027 0 0
    2016 FOR F-250 TRUCK 64,396 64,396 0 0
    CONFERENCE ROOM CHAIRS (10) 28,187 22,819 5,368 5,368
    MODIFICATIONS TO 2016 F-250 TRUCK 30,038 30,038 0 0
    COMPUTER (BRETT) 3,694 3,633 61 61
    COMPUTER (JARED) 3,491 3,025 466 466
    COMPUTER (OFFICE) 8,415 8,135 280 280
    PRINTER (BRETT) 463 449 14 14
    PRINTER (JENNY) 593 575 18 18
    COMPUTER (JARED) 2,730 1,820 910 910
    HEDGE TRIMMER 544 400 144 144
    COMPUTER MONITOR (NCB) 599 420 179 179
    GENERATOR 1,098 715 383 383
    LAPTOP COMPUTER (BRAD) 2,777 1,758 1,019 1,019
    WOODEN STORAGE BOX 4,558 1,953 2,605 2,605
    TOMMY GATE FOR SILVERADO 6,555 4,152 2,403 2,403
    COPIER / PRINTER 8,524 4,831 3,693 3,693
    A/C CONDENSER SYSTEM 6,377 619 5,758 5,758
    COMPUTER (JARED) 5,296 2,736 2,560 2,560
    REFRIGERATOR 2,792 1,442 1,350 1,350
    APPLE IPAD - SB 921 445 476 476
    APPLE IPAD - AV 1,094 529 565 565
    PRINTER - SH 489 204 285 285
    COMPUTER - SH 1,782 742 1,040 1,040
    NEW COMPUTER (JB) 4,968 1,822 3,146 3,146
    NEW COMPUTER (NB) 3,509 1,170 2,339 2,339
    AIR COMPRESSOR FOR SHOP 1,562 520 1,042 1,042
    NEW COMPUTER (BB) - DESKTOP 3,560 1,127 2,433 2,433
    NEW COMPUTER - LAPTOP 3,021 956 2,065 2,065
    NEW COMPUTER 945 236 709 709
    100 FT SEWER CAMERA 1,293 259 1,034 1,034
    ELECTRIC EEL SNAKE KIT 2,585 517 2,068 2,068
    PC LAPTOP 4,238 706 3,532 3,532
    FILE CABINET 601 57 544 544
    LENOVO PC 2,355 236 2,119 2,119
    JACK HAMMER 299 30 269 269
    BACKPACK BLOWER 718 0 718 718
    CHAINSAW & WEED EATER HEAD 2,240 0 2,240 2,240


    TY 2021 LegalFeesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 2,782 0   2,782


    TY 2021 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 21,537 0   21,537
    REPAIRS AND MAINTENANCE 88,689 0   88,689
    MISCELLANEOUS 4,550 0   4,550
    UTILITIES 27,096 0   27,096
    AUTO EXPENSE 43,206 0   43,206
    INSURANCE - GENERAL AND LIABILITY 115,490 0   115,490
    OFFICE SUPPLIES 53,169 0   53,169
    RENTAL EXPENSES 4,553,113 4,553,113   0


    TY 2021 OtherIncreasesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Description Amount
    PERCENTAGE DEPLETION IN EXCESS OF COST 2,134,713


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    TY 2021 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 2021 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 51,568 51,568   0
    INVESTMENT FEES - WELLS FARGO 219,906 219,906   0


    TY 2021 TaxesSchedule
    Name:
    THE WOOD-CLAEYSSENS FOUNDATION
    EIN:
    32-0341358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 8,740 8,740   0
    PAYROLL TAXES 114,694 76,351   38,343
    TAXES - OFFICE 1,278 0   1,278
    TAXES - MAINTENANCE BUILDING 4,928 0   4,928