2024-05-15T13:29:04-05:00 2023-12-31 952835976 MACFARLANE FALETTI & CO LLP 3757 STATE STREET SUITE 3B SANTA BARBARA CA 93105 990PF 2023-01-01 956063288 HAZEL HEATH HORTON PHILANTHROPIC TRUST C/O WRIGHT W WATLING HAZE 8058990010 POST OFFICE BOX 40812 SANTA BARBARA CA 931400812 W WRIGHT WATLING TRUSTEE 8058990010 2024-04-24 1 W WRIGHT WATLING 999009999 0 WILLIAM L JACKSON P00025953 8059664157 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1096457 X 2302 X 16356 16356 341 66787 341 18999 16697 0 0 0 1800 900 900 10343 10343 0 25 0 25 12168 11243 925 55000 55000 67168 11243 55925 -48169 5454 109 19715 19715 48044 5387 5387 36 36 36 285435 258004 873979 75355 75355 197340 408943 358497 1096457 2277 0 2277 0 X 0 0 0 0 406666 358497 406666 358497 408943 358497 406666 -48169 0 358497 0 358497 PUBLICLY TRADED SECURITIES 2021-01-01 2023-12-31 66787 66446 341 341 341 76 0 76 0 76 508 0 0 0 508 0 432 432 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A W WRIGHT WATLING TRUSTEE 8058990010 PO BOX 40812 SANTA BARBARA CA 931400812 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 W WRIGHT WATLING PO BOX 40812 SANTA BARBARA CA 93140 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 986813 36628 0 1023441 0 0 1023441 15352 1008089 50404 50404 76 76 50328 0 50328 0 50328 55925 0 55925 50328 54576 0 0 55925 54576 0 0 1349 0 0 0 0 0 0 0 0 48979 0 0 0 W WRIGHT WATLING POST OFFICE BOX 40812 SANTA BARBARA CA 93140 8058990010 WRITTEN REQUESTS ONLY NONE AT DISCRETION OF TRUSTEE BOYS & GIRLS CLUB OF SANTA BARBARA 623 E CANON PERDIDO ST SANTA BARBARA CA 93103 NONE PUBLIC CHARITY GENERAL 2000 CANCER FOUNDATION OF SANTA BARBARA 300 W PUEBLO ST SANTA BARBARA CA 93105 NONE PUBLIC CHARITY GENERAL 1000 CLAREMONT MCKENNA COLLEGE 500 E NINTH ST CLAREMONT CA 91711 NONE PUBLIC CHARTIY GENERAL 5000 CRANE COUNTRY DAY SCHOOL 1795 SAN LEANDRO SANTA BARBARA CA 93108 NONE PUBLIC CHARITY GENERAL 1000 DIRECT RELIEF INTERNATIONAL 27 LA PATERA LANE SANTA BARBARA CA 93117 NONE PUBLIC CHARITY GENERAL 1000 ED CHOICE ONE AMERICAN SQUARE SUITE 2420 INDIANAPOLIS IN 46282 NONE PUBLIC CHARITY GENERAL 1000 FAMILY SERVICE AGENCY OF SANTA BARBARA 123 WEST GUTIERREZ ST SANTA BARBARA CA 93101 NONE PUBLIC CHARITY GENERAL 1000 GIRLS INC OF GREATER SANTA BARBARA POST OFFICE BOX 236 SANTA BARBARA CA 93102 NONE PUBLIC CHARITY GENERAL 2000 GLENDON ASSOCIATION 5383 HOLLISTER AVENUE SUITE 270 SANTA BARBARA CA 93111 NONE PUBLIC CHARITY GENERAL 1000 HOSPICE OF SANTA BARBARA 2050 ALAMEDA PADRE SERRA 100 SANTA BARBARA CA 93103 NONE PUBLIC CHARITY GENERAL 1000 PACIFIC LEGAL FOUNDATION 10360 OLD PLACERVILLE 100 SACRAMENTO CA 93103 NONE PUBLIC CHARITY GENERAL 5000 PLANNED PARENTHOOD OF SANTA BARBARA 518G GARDEN ST SANTA BARBARA CA 93103 NONE PUBLIC CHARITY GENERAL 2000 SANTA BARBARA COTTAGE HOSPITAL FOUNDATION POST OFFICE BOX 689 SANTA BARBARA CA 93102 NONE PUBLIC CHARITY GENERAL 1000 SANTA BARBARA HUMANE SOCIETY 5390 OVERPASS RD SANTA BARBARA CA 93111 NONE PUBLIC CHARITY GENERAL 3000 SANTA BARBARA NEIGHBORHOOD CLINICS 923 LAGUNA ST SANTA BARBARA CA 93101 NONE PUBLIC CHARITY GENERAL 2000 SANTA BARBARA PARTNERS IN EDUCATION POST OFFICE BOX 6307 SANTA BARBARA CA 93102 NONE PUBLIC CHARITY GENERAL 1000 SANTA BARBARA SCHOLARSHIP FOUNDATION POST OFFICE BOX 1403 SANTA BARBARA CA 93102 NONE PUBLIC CHARITY GENERAL 2000 SANTA BARBARA VISITING NURSE ASSOCIATION 233 E CANON PERDIDO SANTA BARBARA CA 93101 NONE PUBLIC CHARITY GENERAL 1000 SEE INTERNATIONAL 6950 HOLLISTER AVE STE 250 SANTA BARBARA CA 93117 NONE PUBLIC CHARITY GENERAL 14000 TRUSTEES OF PHILLIPS ACADEMY 180 MAIN STREET ANDOVER ME 01810 NONE PUBLIC CHARITY GENERAL 3000 TUCK ANNUAL GIVING 63 S MAIN ST HANOVER NH 03755 NONE PUBLIC CHARITY GENERAL 1000 UC SANTA BARBARA FOUNDATION UC SANTA BARBARA SANTA BARBARA CA 93106 NONE PUBLIC CHARITY GENERAL 3000 WILDERNESS YOUTH PROJECT 1135 EUGENIA PLACE CARPINTERIA CA 93454 NONE PUBLIC CHARITY GENERAL 1000 55000 0 14 16356 18 341 0 16697 0 16697 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX PREPARATION 1800 900 900 2019 UNDISTRIBUTED INCOME CORPORATE STOCK 258004 873979 MUTUAL FUNDS FMV 75355 197340 DEPT OF JUSTICE - FORM CA RRF-1 25 0 25 REIMBURSEMENTS PAYABLE TO TRUSTEE 2277 0 INVESTMENT ADVISORY 10343 10343 0