2024-12-17T18:31:30-06:00 2024-08-31 952835976 MACFARLANE FALETTI & CO LLP 3757 STATE STREET SUITE 3B SANTA BARBARA CA 93105 990PF 2023-09-01 770389581 ALGER CHANEY CHARITABLE TRUST CHAN 8059632382 170 LA VISTA GRANDE SANTA BARBARA CA 93103 HENRY CHANEY CO-TRUSTEE 8059632382 2024-11-20 1 0 WILLIAM L JACKSON P00025953 8059664157 2023 2024-10-15 13:58:12Z X 2216504 X X 44353 44353 70566 679961 70566 114919 114919 0 0 0 2750 1375 1375 13916 13916 0 749 115 0 70 0 50 17485 15406 1425 83000 83000 100485 15406 84425 14434 99513 28930 120399 120399 794372 651908 1023306 606375 692193 690973 169288 147917 190074 190770 191752 191752 1789735 1804169 2216504 0 0 X 169617 169617 0 0 1620118 1634552 1789735 1804169 1789735 1804169 1789735 14434 0 1804169 0 1804169 INVESTMENTS - PUBLIC SECURITIES 679961 609395 70566 70566 P 0 0 70566 1383 0 1383 0 1383 0 0 0 0 0 X 36 1419 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A HENRY CHANEY 8059632382 170 LA VISTA GRANDE SANTA BARBARA CA 93103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HENRY W CHANEY 170 LA VISTA GRANDE SANTA BARBARA CA 93103 TRUSTEE 0.50 0 0 0 SUSAN CHANEY PUREL 170 LA VISTA GRANDE SANTA BARBARA CA 93103 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND RELATED EXPENSES. 84425 0 1816062 57287 186000 2059349 0 0 2059349 30890 2028459 101423 101423 1383 1383 100040 0 100040 0 100040 84425 0 84425 100040 0 0 27660 20745 48405 84425 0 0 0 84425 0 15615 15615 32790 0 0 0 0 0 0 0 32790 12045 20745 X PROVIDENCE MISSION HOSPITAL FOUNDATION 27700 MEDICAL CENTER RD MISSION VIEJO CA 92691 PUBLIC GENERAL FUND 40000 ST MARY'S SCHOOL 7 PURSUIT ALISO VIEJO CA 92656 PUBLIC GENERAL FUND 21000 JF SHEA THERAPEUTIC RIDING 26284 OSO ROAD SAN JUAN CAPISTRANO CA 92675 PUBLIC GENERAL FUND 20000 MISSION SAN JUAN CAPISTRANO 26801 ORTEGA HWY SAN JUAN CAPISTRANO CA 92675 PUBLIC GENERAL FUND 1000 OTRA MAS HORSE RESCUE 27252 CALLE ARROYO SAN JUAN CAPISTRANO CA 92675 PUBLIC GENERAL FUND 1000 83000 0 14 44353 18 70566 0 114919 0 114919 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 2750 1375 1375 CORPORATE BONDS-SCHEDULE AVAILABLE UPON REQUEST 692193 690973 COMMON STOCKS-SCHEDULE AVAILABLE UPON REQUEST 651908 1023306 CLOSED END FUNDS-SCHEDULE AVAILABLE UPON REQUEST AT COST 69669 114320 CLOSED END FUNDS-SCHEDULE AVAILABLE UPON REQUEST AT COST 78248 75754 18 K GOLD RING, 9.7 GRAMS 130000 130000 130000 18 K GOLD RING, 8.3 GRAMS 56000 56000 56000 ACCRUED INTEREST 4770 5752 5752 DEPT OF JUSTICE -RRF-1 50 0 50 LATE PAYMENT INTEREST 20 0 0 INVESTMENT ADVISORS 13916 13916 0 FEDERAL EXCISE TAX 116 0 0 FEDERAL EXCISE ESTIMATED TAX 518 0 0 FOREIGN TAX PAD 115 115 0