2024-04-02T12:39:30-07:00 2023-12-31 770441609 Fitzpatrick Professional Accountancy Corp 755 Santa Rosa St Ste 200 San Luis Obispo CA 93401 990PF 2023-01-01 330869364 SHELLBROOK FOUNDATION SHEL 9492751320 7574 PASEO VISTA MONTEREY CA 93940 WARREN LYONS Treasurer 2024-04-02 true WARREN LYONS 999009999 true PAMELA FITZPATRICK CPA P00823320 8057810688 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 23749 X X 20534 20534 20534 -3569 16519 16965 20534 20534 1625 1625 317 317 25 25 1967 0 1967 28275 28275 30242 0 30242 -13277 20534 20534 16938 23749 23749 455739 595181 165826 169580 638503 788510 23749 0 X 638503 788510 638503 788510 638503 788510 638503 -13277 163284 788510 788510 607 BNY MELLON MIDCAP IND P 2007-06-21 2023-04-10 16519 20088 -3569 -3569 -3569 285 285 285 360 360 75 75 false false false false false false false false true CA true false false false false true N/A WARREN LYONS 9492751320 7574 PASEO VISTA MONTEREY CA 93940 false false false false false false false false false false false false false false false false false false false false false false CECILE LYONS 1703 EAST VALLEY RD SANTA BARBARA CA 93108 President 0.25 0 WARREN LYONS 620 FIFTH STREET EAST SONOMA CA 95476 Treasurer 0.50 0 BROOKE PRINCE 1703 EAST VALLEY RD SANTA BARBARA CA 93108 Secretary 0.25 0 RACHELLE LAPRADE 163 CLATTER VALLEY RD BRIDGEWATER CT 06752 V. President 0.25 0 NONE NONE 0 0 0 0 0 0 0 0 0 285 285 285 285 0 30242 30242 0 23570 29732 39236 28570 34617 155725 30242 0 30242 185967 0 23570 162397 29732 39236 28570 34617 30242 X PARTNERS IN SCHOOL INNOVATION 1060 TENNESSEE STREET SAN FRANCISCO CA 94107 NONE No General Support 750 STANFORD UNIVERSITY P O BOX 20466 STANFORD CA 94305 NONE EOF Education Enhancement 5000 YALE UNIVERSITY P O BOX 2038 NEW HAVEN CT 06521 NONE EOF Education Enhancement 2500 SANTA BARBARA CHANNELKEEPER 714 BOND AVE SANTA BARBARA CA 93103 NONE No General Purposes 1025 MIDDLEBURY COLLEGE 14 OLD CHAPEL RD MIDDLEBURY VT 05753 NONE NO Education Enhancement 2500 MONTECITO UNION SCHOOL FOUNDATION PO BOX 5561 SANTA BARBARA CA 93150 NONE NO GENERAL SUPPORT 5000 TAFT SCHOOL 110 WOODBURY ROAD WATERTOWN CT 06795 NONE NO GENERAL SUPPORT 5000 BOWDOIN 85 FEDERAL STREET BRUNSWICK ME 04011 NONE NO GENERAL SUPPORT 5000 BRIDGEWATER LAND TRUST PO BOX 8 BRIDGEWATER CT 06752 NONE NO General Support 1500 28275 14 20534 -3569 20534 -3569 16965 false false false false false false false false false false ACCOUNTING FEES 1625 0 0 1625 1019.516 Sh BNY Mellon S&P 500 (11/09/04 52046 607.99 Sh BNY Mellon Mid Cap (6/22/07) 500 Sh Microsoft 11/10/04@12/31/11 188020 338.112 Sh Dodge & Cox (8/01/04) 34227 600 SH AFLAC Inc (1/25/13) 49500 560 Sh Apple Inc (3/5/13) 107817 400 Sh Apple Inc (1/3/17) 77012 140 SH APPLE INC (3/7/13) 26954 6409.0960 FIDELITY FLOATING RATE H 59605 1000 Sh Ishares Select Div FD 7-9/2012 FMV 117220 650 SH Pimco Exchange Traded FD FMV 500 Sh SPDR Euro Stoxx 50 ETF (4/19/13) FMV 23905 300 Sh SPDR Euro Stoxx 50 ETF (5/10/13) FMV 14343 500 Sh Cohen & Steers Reit (1/11/05) FMV 10080 200 Sh Cohen & Steers Reit (2/24/05) FMV 4032 FILING FEES 25 25 IRS 317 317