2024-05-15T13:33:10-05:00 2023-06-30 953680171 MCGOWAN GUNTERMANN 200 E CARRILLO STREET SUITE 300 SANTA BARBARA CA 931017141 990 2022-07-01 953647081 WOOD GLEN HALL ENDOWMENT TRUST WOOD 8056877771 3010 FOOTHILL ROAD SANTA BARBARA CA 93105 TIMOTHY GAMBLE TRUSTEE 8056877771 2024-05-14 1 TIMOTHY GAMBLE 999009999 1 STEPHEN SMITH CPA P00025230 8059629175 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIMOTHY GAMBLE 3010 FOOTHILL ROAD SANTA BARBARA CA 93105 194645 0 X WWW.WOODGLENHALL.ORG X 1959 CA SUPPORT WOOD GLEN HALL 6 6 0 0 0 0 0 0 0 0 206608 194645 0 0 206608 194645 0 0 0 0 0 0 0 0 0 38768 37586 38768 37586 167840 157059 5931619 6446104 0 0 5931619 6446104 SUPPORT WOOD GLEN HALL 0 0 TO PROVIDE HOUSING, CARE, ACTIVITY AND EDUCATION FOR THE ELDERLY AT WOOD GLEN HALL RETIREMENT COMMUNITY. NO ENDOWMENT FUNDS WERE REQUIRED TO BE USED THIS YEAR TO SUPPORT THE PROGRAM ACHIEVMENTS DUE TO SUFFICIENT OPERATING FUNDS. 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X WOOD GLEN HALL INC 8056877771 3010 FOOTHILL RD SANTA BARBARA CA 93105 X TIMOTHY GAMBLE TRUSTEE 0.50 X 0 0 0 MARY JEAN VIGNONE TRUSTEE 0.50 X 0 0 0 MELISSA FASSETT TRUSTEE 0.50 X 0 0 0 CARRIE WANEK TRUSTEE 0.50 X 0 0 0 KAREN KNIGHT TRUSTEE 0.50 X 0 0 0 JEFF LOMBARDI TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 175444 175444 19201 0 19201 19201 19201 194645 0 0 194645 37586 37586 37586 0 37586 0 311479 212097 5620140 6234007 5931619 6446104 0 0 X 5678518 6193003 253101 253101 5931619 6446104 5931619 6446104 157059 357426 0 X X 0 1 X 1 0 X X 1 WOOD GLEN HALL INC 951909389 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 253101 253101 253101 253101 253101 253101 253101 253101 253101 253101 1.00000 0 0 0 EQUITY AND FIXED INCOME SECURITIES 6234007 F 6234007 X PART V, LINE 4: THE ORGANIZATION USE OF ENDOWMENT FUNDS IS FOR THE DURATION AND PRESERVATION OF THE FUND AND TO SUPPORT WOOD GLEN HALL, INC. PART X, LINE 2: THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF JUNE 30, 2023, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE ORGANIZATION FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDING BEFORE JUNE 30, 2019, AND JUNE 30,2018, RESPECTIVELY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND FINAL COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE FINANCE COMMITTEE BEFORE FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED ON AN ANNUAL BASIS WITH ALL STAFF AND EXECUTIVE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE TRUST HAS NO EMPLOYEES AND THEREFORE NO NEED FOR COMPENSATION POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND IRS 990 ARE AVAILABLE UPON WRITTEN REQUEST DURING REGULAR BUSINESS HOURS AT THE ORGANIZATION'S ADMINISTRATIVE HEADQUARTERS. FORM 990, PAGE 12, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES IN THE AUDIT PROCESS IN THE CURRENT YEAR. WOOD GLEN HALL INC 3010 FOOTHILL ROAD SANTA BARBARA CA 93105 951909389 TO PROVIDE HOUSING AND CARE TO ELDERLY CA 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0