2022-05-05T09:00:29-05:00 2021-12-31 135565207 KPMG LLP 60 E RIO SALADO PKWAY STE 800 TEMPE AZ 852819125 990PF 2021-01-01 956062058 BULL HENRY W FOUNDATION HENR 2132367327 PO BOX 52007 PHOENIX AZ 85072 VICE PRESIDENT DIRECTOR 2132367327 2022-05-02 true BRADLEY N SPRONG P00642561 8008102207 2022-05-02 2021 2022-09-23 18:48:47Z X 13025253 X 255866 255866 1662 101899 1662 0 257528 257528 42048 31536 10512 0 0 0 0 0 0 1500 0 0 1500 0 0 4202 0 0 0 0 0 0 0 77 77 47827 31613 0 12012 491500 491500 539327 31613 0 503512 -281799 225915 0 849196 647028 647028 0 0 0 3314552 3314542 10447832 1965585 1864722 1930393 0 6129333 5826292 13025253 0 X 6129333 5826292 6129333 5826292 6129333 5826292 6129333 -281799 30 5847564 21272 5826292 .5 ORGANON & CO 2012-06-26 2021-06-24 17 10 7 7 100000. HEWLETT PACKARD CO NT4.375% 9/15/21 2014-06-23 2021-07-07 100749 100227 522 522 CAPITAL GAIN DIVIDENDS P 1133 CAPITAL GAIN DIVIDENDS P 1133 1662 3140 0 3140 0 3140 7200 0 0 7200 0 4060 3140 920 false false false false false false false true true CA true false false false false true MUFG UNION BANK NA 2132367327 445 S FIGUEROA ST STE 2600 LOS ANGELES CA 90071 false false false false true false false false false false false false false false false false false false false false false false MUFG UNION BANK N A PO BOX 45174 SAN FRANCISCO CA 941450174 CO-TRUSTEE 3 29856 ROY G GASKIN 260 RAMETTO RD SANTA BARBARA CA 93108 CO-TRUSTEE 1 5944 WALTER LOSTER 122 EAST ARRELLAGA ST SANTA BARBARA CA 93101 CO-TRUSTEE 1 6248 NONE 0 NONE 0 N/A 11432277 864386 0 12296663 0 0 12296663 184450 12112213 605611 605611 3140 3140 602471 0 602471 0 602471 503512 0 0 0 0 503512 602471 474301 0 0 0 0 0 0 0 503512 474301 0 0 29211 0 0 0 0 0 0 0 0 573260 0 0 0 0 0 0 0 0 NONE NONE STEPHEN HEYN MUFG UNION BANK TRUS 445 S FIGUEROA STREET 301 LOS ANGELES CA 90071 8002276468 A LETTER STATING THEIR NAME, PURPOSE OF THEIR ORGANIZATION, EXEMPT STATUS AND HOW THE GRANT WOULD BE USED. APRIL 1ST & SEPTEMBER 1ST. NONE PACIFIC LEGAL FOUNDATION 930 G STREET SACRAMENTO CA 95814 NONE EXEMPT CHARITABLE 125000 THE BATTERED WOMEN'S FOUNDATION 4166 WILLMAN AVENUE N RICHLAND HILLS TX 76180 NONE EXEMPT CHARITABLE 2500 FAMILY SERVICE AGENCY OF SB 123 W GUTIERREZ STREET SANTA BARBARA CA 93101 NONE EXEMPT CHARITABLE 5000 SANTA BARBARA TRUST FOR HISTORIC PR 123 EAST CANON PERDIDO STREET SANTA BARBARA CA 93101 NONE EXEMPT CHARITABLE 5000 DESERT AIDS PROJECT 1695 N SUNRISE WAY PALM SPRINGS CA 92262 NONE EXEMPT CHARITABLE 25000 ST STEPHEN'S EPISCOPAL CHURCH 1344 NIPOMO STREET SAN LUIS OBISPO CA 934013935 NONE EXEMPT CHARITABLE 10000 GIRLS INC OF CARPINTERIA 5315 FOOTHILL RD CARPINTERIA CA 930133099 NONE EXEMPT CHARITABLE 2500 SANSUM DIABETES RESEARCH INST 2219 BATH STREET SANTA BARBARA CA 93105 NONE EXEMPT CHARITABLE 10000 CLEVELAND HEARING & SPEECH CENTER 11635 EUCLID AVE CLEVELAND OH 441064319 NONE EXEMPT CHARITABLE 10000 NEW YORK DANCE ALLIANCE FOUNDATION 602 66TH STREET WEST NEW YORK NJ 07093 NONE EXEMPT CHARITABLE 20000 COLORADO RIVER REGIONAL CRISIS SHLTR 1301 JOSHUA AVENUE PARKER AZ 85344 NONE EXEMPT CHARITABLE 5000 CRISIS CENTER PO BOX 39 TINLEY PARK IL 60477 NONE EXEMPT CHARITABLE 5000 CAL POLY COLLEGE - JOHN RUSSEL SCHOLARSHIP ENDOWMENT 1 GRAND AVE SAN LUIS OBISPO CA 93407 NONE EXEMPT CHARITABLE 10000 WILSHIRE HEALTH AND COMM SVCS INC 277 SOUTH STREET SAN LUIS OBISPO CA 93401 NONE EXEMPT CHARITABLE 10000 CHILDREN'S CRANIOFACIAL ASSOCIATION 13140 COIT ROAD DALLAS TX 75240 NONE EXEMPT CHARITABLE 3000 COTTAGE REHABILITATION HOSPITAL FND 2415 DE LA VINA STREET SANTA BARBARA CA 93105 NONE EXEMPT CHARITABLE 10000 CRIMINAL JUSTICE LEGAL FOUNDATION 2131 L STREET SACRAMENTO CA 95816 NONE EXEMPT CHARITABLE 5000 DREAM CENTER FOUNDATION 2301 BELLEVUE AVENUE LOS ANGELES CA 90026 NONE EXEMPT CHARITABLE 10000 SANTA BARBARA MARITIME MUSEUM 113 HARBOR WAY SANTA BARBARA CA 93109 NONE EXEMPT CHARITABLE 5000 EQUINE-ASSISTED THERAPIES PO BOX 273542 BOCA RATON FL 33427 NONE EXEMPT CHARITABLE 5000 COMMUNITY ALLIANCE AGAINST FAMILY ABUSE PO BOX 3778 APACHE JUNCTION AZ 85117 NONE EXEMPT CHARITABLE 5000 SAN LUIS OBISPO MASTER CHORALE PO BOX 3318 SAN LUIS OBISPO CA 93403 NONE EXEMPT CHARITABLE 10000 SAN LUIS OBISPO MUSEUM OF ARTS 1010 BROAD STREET SAN LUIS OBIDPO CA 93401 NONE EXEMPT CHARITABLE 5000 WILDERNESS YOUTH PROJECT 5386 HOOLISTER AVE SANTA BARBARA CA 93111 NONE EXEMPT CHARITABLE 5000 SANTA BARBARA POLICE ACTIVITIES LEAGUE PO BOX 91121 SANTA BARBARA CA 93190 NONE EXEMPT CHARITABLE 5000 SAN LUIS OBISPO WIND ORCHESTRA PO BOX 471 ARROYO GRANDE CA 93421 NONE EXEMPT CHARITABLE 10000 PERFORMING ARTS CENTER SAN LUIS OBISPO PO BOX 1137 SAN LUIS OBISPO CA 93406 NONE EXEMPT CHARITABLE 32000 CARE FUND 16427 N SCOTTSDALE RD STE 145 SCOTTSDALE AZ 85254 NONE EXEMPT CHARITABLE 5000 KECK MEDICAL CENTER OF USC 1500 SAN PABLO STREET STE 1133 LOS ANGELES CA 90033 NONE EXEMPT CHARITABLE 20000 AAP FOOD SAMARITANS PO BOX 1222 PALM SPRINGS CA 92263 NONE EXEMPT CHARITABLE 40000 OPERA SAN LUIS OBISPO PO BOX 14760 SAN LUIS OBISPO CA 93406 NONE EXEMPT CHARITABLE 10000 ORCHESTRA NOVO PO BOX 1555 MORRO BAY CA 93443 NONE EXEMPT CHARITABLE 10000 CAL POLY ARTS 1 GRAND AVE BLD 47 SAN LUIS OBISPO CA 93407 NONE EXEMPT CHARITABLE 10000 OAKHURST HOSPICE 910 HAMPSHIRE ROAD STE V WESTLAKE VILLAGE CA 91361 NONE EXEMPT CHARITABLE 10000 GIANT STEPS 1390 N MCDOWELL BLVD STE G331 PETALUMA CA 94954 NONE EXEMPT CHARITABLE 5000 APPLES TO ZUCCHINI COOKING SCHOOL PO BOX 30912 SANTA BARBARA CA 93130 NONE EXEMPT CHARITABLE 3000 HILLSIDE HOUSE 1235 VERONICA SPRINGS RD SANTA BARBARA CA 93105 NONE EXEMPT CHARITABLE 10000 PARTNERS IN EDUCATION 3970 LA COLINA RD STE 9 SANTA BARBARA CA 93110 NONE EXEMPT CHARITABLE 2500 THE GET FOCUSED STAY FOCUSED NATIONAL RESOURCE CENTER 1161 HARBOR HILLS DRIVE SANTA BARBARA CA 93109 NONE EXEMPT CHARITABLE 5000 NEW BEGINNINGS 324 E CARRILLO STREET STE C SANTA BARBARA CA 93101 NONE EXEMPT CHARITABLE 3000 UNITED BOYS & GIRLS CLUBS PO BOX 1485 SANTA BARBARA CA 93102 NONE EXEMPT CHARITABLE 3000 491500 14 255866 18 1662 257528 257528 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1500 1500 CONAGRA FOODS 3.25% 9/15/22 122155 121966 HEWLETT PACKARD CO NT 4.375% 9 HEINZ H J CO 6.375% 7/15/28 113700 124076 PIMCO ETF TR 557709 563462 PIMCO ETF TR ENHAN SHRT MAT 357312 355460 VANGUARD BD INDEX FD INC 252613 254250 VANGUARD SCOTTSDALE FDS SHRT T 243958 243780 BK OF AMERICA CONV PFD L 217275 267399 COCA COLA CO COM 60906 330392 PEPSICO INC COM 45088 403876 PROCTER & GAMBLE CO COM 25955 316037 JOHNSON & JOHNSON COM 124731 318190 MERCK & CO INC NEW COM 77826 178188 PFIZER INC COM 55292 181284 3M CO COM 38386 78157 CSX CORP COM 18583 152280 DEERE & CO COM 92922 414897 UNION PAC CORP COM 14162 421983 CHEVRON CORP NEW COM 40489 224843 EXXON MOBIL CORP COM 3574 183570 APPLE INC COM 114383 1122242 ORACLE CORP COM 53860 143897 AT&T INC COM 136236 146370 NATIONAL GRID TRANSCO PLC 71335 101971 VERIZON COMMUNICATIONS INC COM 95550 134836 THE HERSHEY COMPANY 28691 449818 HOME DEPOT INC 54284 280132 INTEL CORP 68629 100425 LOCKHEED MARTIN CORP 81038 136833 SEMPRA ENERGY 74252 99210 JPMORGAN CHASE & CO 186387 446547 AMGEN INC 92688 140606 DISNEY COMP HOLDING CO 148741 226139 MICROSOFT CORP 126634 781944 UNITED PARCEL SERVICE CL B 108285 204695 ALPHABET INC CAP STK CL A 104267 338954 CHUBB LIMITED COM 75163 109220 HONEYWELL INTL INC 89435 164723 INTERNATIONAL BUSINESS MACHS C 11170 216529 LOWES COS INC 93639 312761 LYONDELLBASELL INDUSTRIES 82250 92230 NEXTERA ENERGY INC COM 86271 214728 ROYAL DUTCH SHELL OLC ADR 140447 104040 UNITEDHEALTH GROUP INC 35037 107960 SPDR SERIES TRUST 100013 154905 LINDE PLC COM 148744 315251 DUPONT DE NEMOURS INC CO 59901 86111 RAYTHEON CO 129785 228489 VISA INC COM 72423 100770 CARRIER GLOBAL CORPORATION 15873 90852 OTIS WORLDWIDE CORP 23785 72878 VIATRIS INC COM 3042 5141 KYNDRYL HLDGS INC 556 5864 ORGANON & CO 3834 7064 CHARITABLE PAYMENT REVERSAL 20000 ROUNDING ADJUSTMENT 2 CO-TRUSTEE FEE REVERSAL 1270 OTHER NON-ALLOCABLE EXPENSE - 2 2 0 OTHER EXPENSE (NON-DEDUCTIBLE 75 75 0 MUTUAL FUND INCOME TIMING DIFFERENCE 30 FEDERAL ESTIMATES - PRINCIPAL 4202 0 0