2025-08-27T17:33:43-05:00 2025-03-31 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2024-04-01 956005231 JOHN PERCIVAL AND MARY C JEFFERSON ENDOWMENT FUND JOHN 8059638822 PO BOX 99 SANTA BARBARA CA 93102 ARTHUR GAUDI TRUSTEE 8059638822 2025-08-12 1 0 CATHERINE MACAULAY P00178796 8059631837 2024 2025-03-06 01:10:19Z X 5463157 X X 4837 4837 86036 86036 540111 1020768 540111 630984 630984 100368 25092 75276 8198 4099 4099 20654 10327 10327 53479 53479 0 299 224 75 19128 9564 9564 27027 8699 18329 229153 111484 117670 133220 133220 362373 111484 250890 268611 519500 13744 15073 15073 85473 133604 133604 2261265 2480416 5314480 21150 21150 21150 0 2381632 2650243 5463157 0 0 X 2381632 2650243 0 0 0 0 2381632 2650243 2381632 2650243 2381632 268611 0 2650243 0 2650243 WHITTIER TRUST SECURITIES 2023-04-01 2025-03-31 1020768 480657 540111 540111 540111 7221 0 7221 0 7221 3916 0 0 0 3916 0 3305 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A PATRICIA ALLEN 8059638822 114 EAST DE LA GUERRA STREET 3 SANTA BARBARA CA 93101 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARTHUR R GAUDI 114 E DE LA GUERRA STREET 3 SANTA BARBARA CA 93101 TRUSTEE 2.00 33456 0 7796 STEVEN M ANDERS 114 E DE LA GUERRA STREET 3 SANTA BARBARA CA 93101 TRUSTEE 2.00 33456 0 6594 PATRICIA ALLEN 114 E DE LA GUERRA STREET 3 SANTA BARBARA CA 93101 TRUSTEE 5.00 33456 0 4868 NONE 0 WHITTIER TRUST COMPANY 177 E COLORADO BLVD STE 800 PASADENA CA 91105 INVESTMENT MANAGEMENT FEES 53479 0 0 5596989 144495 0 5741484 0 0 5741484 86122 5655362 282768 282768 7221 7221 275547 0 275547 0 275547 250890 0 250890 275547 107452 0 0 250890 107452 0 0 143438 0 0 0 0 0 0 0 0 132109 0 0 0 PATRICIA ALLEN 114 E DE LA GUERRA ST STUDIO 3 SANTA BARBARA CA 93101 8059638822 AN APPLICATION FORM WILL BE PROVIDED. LETTER REQUESTS ARE ALSO ACCEPTED. AN ORGANIZATION REQUESTING A GRANT MUST INCLUDE A COPY OF ITS FEDERAL TAX EXEMPTION LETTER. NONE GRANTS ARE LIMITED TO SANTA BARBARA COUNTY CALIFORNIA ANGELA DEBRUYN 4530 CARPINTERIA AVENUE CARPINTERIA CA 93013 NONE I RENT 2000 BETSY S MORALES 968 PATTERSON ROAD SANTA MARIA CA 93455 NONE I RENT 1600 BETTY WINGO 117 DEARBORN PLACE 117 GOLETA CA 93117 NONE I LIVING EXPENSES 2000 DARIN HUDSON 3490 SANTA MARIA WAY ORCUTT CA 93455 NONE I RENT 1800 DEBORAH MASON 615 ROLLING BROOK LANE SANTA BARBARA CA 93110 NONE I LIVING EXPENSES 2000 DONNA LOUISE EASSA PO BOX 4012 SANTA BARBARA CA 93140 NONE I LIVING EXPENSES 2000 ENRIQUE ALCANTAR 1115 E HALEY STREET SANTA BARBARA CA 93103 NONE I RENT 1600 ERIKA TRUJILLO 58 MENDOCINO DRIVE SANTA BARBARA CA 93117 NONE I RENT 1500 GANNA WALSKA LOTUSLAND 695 ASHLEY ROAD MONTECITO CA 93108 NONE PC SUSTAINABLE HEALTH CARE SUMMER INTERNSHIP 30000 GLORIA MARDRID 519 W ARRELLAGA 1 SANTA BARBARA CA 93101 NONE I RENT 2000 HELEN DOLAN 668 WILLOWGLEN ROAD SANTA BARBARA CA 93105 NONE I LIVING EXPENSES 1900 JAMES CARTER 223 E VICTORIA STREET SANTA BARBARA CA 93102 NONE I LIVING EXPENSES 1000 JAMES THARP 542 CLIFFROSE LANE BUELLTON CA 93427 NONE I RENTAL CAR 1500 JORGE SAN JUAN 536 E BOONE STREET 302 SANTA MARIA CA 93455 NONE I LIVING EXPENSES 2000 LISA O'NIAHILL 5662 CALLE REAL GOLETA CA 93117 NONE I RENT AND UTILITIES 1770 MARIA VARGAS 61 N O STREET 3 LOMPOC CA 93436 NONE I RENT 1400 MARLA MORETTI 296 N HOPE AVENUE 18 SANTA BARBARA CA 93110 NONE I LIVING EXPENSES 3600 MARY ANN BLAKE 420 E DE LA GUERRA ST SANTA BARBARA CA 93101 NONE I SPECIAL FOOD 200 MARY ERB 116 S M STREET E LOMPOC CA 93436 NONE I RENT 1000 MARY SCHWAN 732 SAN MARINO DRIVE SANTA BARBARA CA 93111 NONE I RENT 2000 MAYRA JIMENEZ 1109 SAN PASCUAL STREET SANTA BARBARA CA 93101 NONE I RENT 2000 MUSIC ACADEMY OF THE WEST 1070 FAIRWAY ROAD SANTA BARBARA CA 93108 NONE PC TWO FELLOWSHIPS 30000 NIEVES ANTONIA 1305 W FIR AVENUE LOMPOC CA 93436 NONE I LIVING EXPENSES 2000 NORRINE BESSER PO BOX 20245 SANTA BARBARA CA 93102 NONE I RENT ASSISTANCE 4350 PATRICIA MILLER 2115 DE LA VINA 32 SANTA BARBARA CA 93105 NONE I RENT 3000 ROSE MARIE HILL 315 MEIGS ROAD A437 SANTA BARBARA CA 93107 NONE I RENT 2000 SHERYL SCHROEDER 330 W HWY 246 40 BUELLTON CA 93427 NONE I LIVING EXPENSES 2000 SONYA HARRIS 2160 HARDINGE AVENUE SUMMERLAND CA 93067 NONE I RENT AND UTILITIES 2000 SUSAN HARRY PO BOX 1464 SOLVANG CA 93464 NONE I FOOD AND MEDICAL BILLS 2000 TELGUIN GUEVARA 1032 E MASON ST SANTA BARBARA CA 93101 NONE I RENT 5000 THOMAS J GARCIA 21 S ALISOS ST 3 SANTA BARBARA CA 93103 NONE I MORTGAGE AND LIVING EXPENSES 16000 133220 0 14 4837 14 86036 18 540111 0 630984 0 630984 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX FEES 20654 10327 10327 ABBOTT LABS 16883 39530 ALPHABET INC CLASS C 47062 244500 AMAZON INC 21524 230024 AMERICAN ELEC PWR INC 5822 12238 AMPHENOL CORP NEW CL A 6357 20398 APPLE COMPUTERS INC 36215 359184 BERKSHIRE HATHAWAY INC DEL 23162 108114 BLACKSTONE GROUP INC COM CL A 15700 46127 BROADCOM LTD 21132 137125 CHEVRON CORP 20921 42994 CHIPOTLE MEXICAN GRILL INC 37141 70394 COMCAST CORP 16441 21328 COSTCO WHSL CORP 8939 52964 DANAHER CORP DEL 7915 26855 DISNEY WALT CO 21494 31979 EATON CORP 18811 77743 ELEVANCE HEALTH 10813 44801 FORTIVE CORP 20365 29492 GOLDMAN SACHS GROUP INC 30173 67194 HONEYWELL INTL INC 16842 58443 INVITATION HOMES INC 21299 22025 IQVIA 27809 31734 JP MORGAN CHASE & CO 17336 118970 LINDE PLC COM 18069 52152 MARSH & MCLENNAN COS INC 19965 49050 MERCK & CO INC 34744 49458 META PLATFORMS INC 66141 161957 MICROSOFT CORPORATION 68164 335223 MONDELEZ INTL CORP 20169 28158 NORFOLK SOUTHERN CORP 19767 62292 NVIDIA CORP COM 21094 300863 O REILLY AUTOMOTIVE INC NEW 11906 48708 PHILIP MORRIS INTL INC 35667 61587 PROCTER & GAMBLE CO 18489 27949 RAYTHEON CO COM NEW 38234 59475 S&P GLOBAL INC 22640 40140 SALESFORCE.COM INC 23725 38375 SERVICENOW INC COM 70236 105887 SPDR TR S&P BIOTECH 14998 13706 SUN COMMUNITIES INC 43765 42194 TESLA MOTORS INC 31498 18919 THERMO FISHER SCIENTIFIC INC 23573 50258 TJX COS INC 21362 72715 UNITED RENTALS INC 8404 40735 UNITEDHEALTH GROUP INC 5986 49232 VALERO ENERGY CORP NEW 13619 31301 VANGUARD INDEX FUNDS MID CAP 20736 91810 VANGUARD INDEX FUNDS SMALL CAP 23060 91804 VERIZON COMMUNICATIONS 11413 11159 VISA INC 15895 139834 MOTOROLA SOLUTIONS INC COM 32294 45970 ECOLAB INC COM 23629 34479 BOSTON PROPERTIES INC COM 21909 22710 PNC FINL SVCS GROUP INC COM 52287 53786 ABBVIE INC COM 26394 33733 LILLY ELI & CO COM 79199 89198 FUNDVANTAGE TR AMBRUS INSTL 729547 748149 CAPITAL ONE FINL CORP 29633 25819 CHENIERE ENERGY INC 16073 21289 CONOCOPHILLIPS 45575 49044 CONSTELLATION ENERGY CORP 24312 21171 CROWDSTRIKE HOLDINGS INC CL A 18722 16924 FIRST CTZNS BANCSHARES INC 22490 22249 INTUITIVE SURGICAL INC 38150 40612 KKR & CO INC 22856 22197 MARTIN MARIETTA MATLS INC COM 17855 14822 NEXTERA ENERGY INC COM 23822 21905 PROGRESSIVE CORP OHIO COM 14031 15566 REXFORD INDL RLTY INC COM 23581 22198 SCHWAB CHARLES CORP NEW COM 24582 23562 LEGAL FEES 8198 4099 4099 CLEANING & MAINTENANCE 3000 1500 1500 TELEPHONE 2795 1397 1398 HEALTH INSURANCE TRUSTEES 19258 4815 14444 OFFICE EXPENSES 1974 987 987 THE WHITTIER TRUST COMPANY 53479 53479 0 CA ATTORNEY GENERAL 75 0 75 FOREIGN TAXES 224 224 0