2015-11-05T15:20:34-06:00 2014-12-31 770076647 DAMITZ BROOKS NIGHTINGALE 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2014-01-01 770203235 VOLENTINE FAMILY FOUNDATION VOLE 8059625719 19 WEST CARRILLO STREET SANTA BARBARA CA 93101 DIANE K HAYES PRESIDENT 8059625719 2015-11-04 1 CATHERINE MACAULAY P00178796 8059631837 2014 2016-04-25 22:37:26Z X 30502253 X X 2560 2560 551230 551230 43375 43375 -2765 4441777 24501740 4441777 8666 6428 5047608 5045370 171774 81554 90220 1260 630 630 34242 25681 8561 210531 209969 562 672 672 0 78813 13421 8468 55600 42076 8545 4273 4272 7116 3558 3558 61708 39648 22060 630261 421482 138331 1159616 1159616 1789877 421482 1297947 3257731 4623888 626973 12181298 12181298 1201573 212394 1012219 989179 1340732 23407815 15161476 15792383 1084548 211983 895918 872565 1185392 0 2448 2448 25942925 29206966 30502253 2423 8733 2423 8733 X 0 0 0 0 25940502 29198233 25940502 29198233 25942925 29206966 25940502 3257731 0 29198233 0 29198233 FIDELITY #278 DAVIS SECURITIES 819929 553252 266677 266677 FIDELITY #286 DELAWARE 1217002 1098069 118933 118933 FIDELITY #260 LOGAN 740435 532249 208186 208186 FIDELITY #251 MADISON 1094342 1081115 13227 13227 FIDELITY #235 SANTA BARBARA 916179 647848 268331 268331 FIDELITY #219 SECURITIES 4533061 4151445 381616 381616 FIDELITY #227 WENTWORTH 580511 379270 201241 201241 GOLDMAN SACHS # 7660 HARDING 100199 103842 -3643 -3643 NORTHERN TRUST #4797 721533 726163 -4630 -4630 NORTHERN TRUST #3934 294577 236885 57692 57692 UNION BANK #3800 13033686 10540578 2493108 2493108 LANX 3994 6425 -2431 -2431 FISCHER GARRISON 861 729 132 132 TERRAPIN PARTNERS OFFSHORE 2763 2093 670 670 NT HEDGE FUND PARTNERSHIP 62218 62218 62218 NT PRIVATE EQUITY PARTNERSHIP 195569 195569 195569 CAPITAL GAINS DIVIDENDS P 184881 184881 184881 4441777 0 1186353 27933490 0.042471 1319038 26538290 0.049703 1159058 28514925 0.040647 1579093 27359070 0.057717 1625286 25339777 0.064140 0.254678 0.050936 29324346 1493665 46239 1539904 1297947 92478 0 92478 0 92478 39150 51000 90150 X 2328 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 N/A CLAUDETTE SABIRON 8059625719 19 WEST CARRILLO STREET SANTA BARBARA CA 93101 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY K POPENHAGEN 19 W CARRILLO STREET SANTA BARBARA CA 93101 DIRECTOR 2.00 24533 189 2561 DIANE K HAYES 19 W CARRILLO STREET SANTA BARBARA CA 93101 PRESIDENT 30.00 69772 17697 218 CLAUDETTE SABIRON 19 W CARRILLO STREET SANTA BARBARA CA 93101 SECRETARY 30.00 50669 16236 0 RICHARD A NIGHTINGALE 19 W CARRILLO STREET SANTA BARBARA CA 93101 DIRECTOR 1.00 13400 0 0 JOHN MACKALL 19 W CARRILLO STREET SANTA BARBARA CA 93101 VICE PRESIDENT 1.00 13400 0 0 NONE 0 NONE 0 0 26168003 2262174 1340733 29770910 0 0 29770910 446564 29324346 1466217 1466217 92478 92478 1373739 0 1373739 0 1373739 1297947 0 0 1297947 0 1297947 1373739 1244782 0 0 1297947 1244782 0 0 53165 0 0 0 0 0 0 0 0 1320574 0 0 0 X DIANE HAYES VOLENTINE FAMILY FOUNDA 19 W CARRILLO STREET SANTA BARBARA CA 93101 8059625719 GRANT REQUEST APPLICATION AND APPLICABLE SUPPORTING DOCUMENTATION APRIL 20 AWARDS ARE LIMITED TO ORGANIZATIONS OPERATING IN THE FOLLOWING GEOGRAPHICAL AREAS: SANTA BARBARA, CA, MCCOOK, NE AND LOVELAND, CO ACADEMY OF HEALING ARTS FOR TEENS 23 W MISSION ST SANTA BARBARA CA 93101 NONE PC YOUTH SUPPORT SERVICES 10000 ALANO CLUB OF SB 235 E COTA ST SANTA BARBARA CA 93101 NONE PC ALCOHOL AND DRUG RECOVERY SERVICES 20000 AMERICAN DREAM FOUNDATION 2955 CHANDLER DRIVE LOMPOC CA 93436 NONE PC COMMUNITY SUPPORT SERVICES 5000 ASSISTANCE LEAGUE 1249 VERONICA SPRINGS ROAD SANTA BARBARA CA 93105 NONE PC SCHOOL BELL PROGRAM 15000 BOYS & GIRLS CLUB OF LARIMER 103 SMOKEY ST FORT COLLINS CO 80525 NONE PC YOUTH SUPPORT SERVICES 10000 CALM 1236 CHAPALA ST SANTA BARBARA CA 93101 NONE PC CHILD ABUSE TREATMENT AND PREVENTION 10000 CANCER CENTER OF SANTA BARBARA 300 W PUEBLO ST SANTA BARBARA CA 93105 NONE PC HUMAN HEALTH SERVICES 3050 CASA COURT APPOINTED SPEC ADV 402 E GUTIERREZ ST SANTA BARBARA CA 93101 NONE PC CHILD ABUSE TREATMENT AND PREVENTION 15000 CASA SERENA 1515 BATH ST SANTA BARBARA CA 93101 NONE PC ALCOHOL AND DRUG RECOVERY SERVICES 25190 COMMUNITY HOSPITAL HEALTH FND PO BOX 1328 MCCOOK NE 69001 NONE PC HUMAN HEALTH SERVICES 1000 COTTAGE HEALTH SYSTEMS PO BOX 689 SANTA BARBARA CA 93102 NONE PC HUMAN HEALTH SERVICES 80000 COTTAGE REHAB HOSPITAL FOUNDATION 2415 DE LA VINA STREET SANTA BARBARA CA 93105 NONE PC HUMAN HEALTH SERVICES 10000 COUNCIL ON ALCOHOLISM & DRUG ABUSE PO BOX 28 SANTA BARBARA CA 93102 NONE PC ALCOHOL AND DRUG RECOVERY SERVICES 20000 COUNCIL ON ALCOHOLISM & DRUG ABUSE PO BOX 28 SANTA BARBARA CA 93102 NONE PC THE FIGHTING BACK MENTOR PROGRAM 6000 DOMESTIC VIOLENCE SOLUTIONS PO BOX 3782 SANTA BARBARA CA 93103 NONE PC FAMILY SUPPORT SERVICES 10000 EATON SCHOOL DISTRICT 200 PARK AVENUE EATON CO 80615 NONE PC EDUCATION 790 ED THOMAS YMCA 901 WEST E MCCOOK NE 69001 NONE PC RECREATION AND SPORTS 10000 ELINGS PARK FOUNDATION 1298 LAS POSITAS ROAD SANTA BARBARA CA 93105 NONE PC RECREATION AND SPORTS 1000 ESTES PARK SCHOOL DISTRICT RE3 1605 BRODIE AVE ESTES PARK CO 80517 NONE PC EDUCATION 1755 FAMILY SERVICE AGENCY 123 W GUTIERREZ ST SANTA BARBARA CA 93101 NONE PC FAMILY SUPPORT SERVICES 10000 FOOD BANK OF LARIMER COUNTY 1301 BLUE SPRUCE FORT COLLINS CO 80524 NONE PC FAMILY SUPPORT SERVICES 1000 FOOD FROM THE HEART PO BOX 3908 SANTA BARBARA CA 93130 NONE PC FAMILY SUPPORT SERVICES 7000 FOODBANK OF SB 4554 HOLLISTER AVE SANTA BARBARA CA 93110 NONE PC FAMILY SUPPORT SERVICES 15000 FOUNDATION FOR SBCCCARE 721 CLIFF DR SANTA BARBARA CA 93109 NONE PC EDUCATION 20800 GIRLS INC HOLLISTER AVE SANTA BARBARA CA 93111 NONE PC YOUTH SUPPORT SERVICES 22700 GREATER SANTA BARBARA ICE SKATING ASSOCIATION PO BOX 478 SANTA BARBARA CA 93102 NONE PC RECREATION AND SPORTS 10000 HARMONY FOUNDATION INC 1600 FISH HATCHERY RD ESTES PARK CO 80517 NONE PC ALCOHOL AND DRUG RECOVERY SERVICES 4600 HEARTS & HORSES 163 N COUNTY ROAD 29 LOVELAND CO 80537 NONE PC DISABILITY SUPPORT SERVICES 6000 HIGHLAND HIGH SCHOOL 2900 ROYAL SCOTS WAY BAKERSFIELD CA 93306 NONE PC EDUCATION 4290 HOUSE OF NEIGHBORLY SERVICE 565 NORTH CLEVELAND AVENUE LOVELAND CO 80537 NONE PC FAMILY SUPPORT SERVICES 51000 JUSTICE HIGH SCHOOL 805 EXCALIBUR STREET LAFAYETTE CO 80026 NONE PC EDUCATION 4875 LOVELAND FOOD BANK 245 S MADISON AVE LOVELAND CO 80537 NONE PC FAMILY SUPPORT SERVICES 65000 MCCOOK COLLEGE FOUNDATION 1205 E 3RD ST MCCOOK NE 69001 NONE PC EDUCATION 10000 MCCOOK COMM HOSPITAL HEALTH FD 801 WEST C STREET MCCOOK NE 69001 NONE PC HUMAN HEALTH SERVICES 10000 MEALS ON WHEELS LOVELAND & BERTHOUD 535 NORTH DOUGLAS AVE LOVELAND CO 80537 NONE PC FAMILY SUPPORT SERVICES 15000 MENTAL WELLNESS CENTER 617 GARDEN STREET SANTA BARBARA CA 93101 NONE PC HUMAN HEALTH SERVICES 10000 NATURAL DISASTER SEARCH DOG FOUNDATION 501 E OJAI AVE OJAI CA 93023 NONE PC DISASTER SUPPORT SERVICES 20000 NEW HOUSE 2434 BATH STREET SANTA BARBARA CA 93105 NONE PC ALCOHOL AND DRUG RECOVERY SERVICES 20000 PAGE YOUTH CENTER 4540 HOLLISTER AVE SANTA BARBARA CA 93110 NONE PC RECREATION AND SPORTS 15000 PARTNERS IN EDUCATION PO BOX 6307 SANTA BARBARA CA 93160 NONE PC EDUCATION 5000 PATHPOINT 315 W HALEY ST 102 SANTA BARBARA CA 93101 NONE PC DISABILITY SUPPORT SERVICES 10000 PATHWAYS HOSPICE 585 NORTH MARY AVE SUNNYVALE CA 94085 NONE PC HUMAN HEALTH SERVICES 10000 PINNACLE CHARTER SCHOOL 1001 W 84TH AVENUE DENVER CO 80260 NONE PC EDUCATION 4290 POLICE ACTION LEAGUE (PAL) 222 E ANAPAMU STE 24 SANTA BARBARA CA 93190 NONE PC YOUTH SUPPORT SERVICES 10000 ROCKY MOUNTAIN LUTHERAN HIGH SCHOOL 2300 W 90TH AVE DENVER CO 80260 NONE PC EDUCATION 390 SALVATION ARMY PO BOX 6190 SANTA BARBARA CA 93160 NONE PC HOMELESS SUPPORT SERVICES 7355 SANTA BARBARA ATHLETIC ROUND TABLE PO BOX 3813 SANTA BARBARA CA 93130 NONE PC RECREATION AND SPORTS 6000 SANTA BARBARA CITY COLLEGE 721 CLIFF DRIVE SANTA BARBARA CA 93109 NONE PC EDUCATION 5000 SANTA BARBARA FOUNDATION 15 E CARRILLO ST SANTA BARBARA CA 93101 NONE PC COMMUNITY SUPPORT SERVICES 1000 SANTA BARBARA HISTORICAL SOCIETY 136 E DE LA GUERRA ST SANTA BARBARA CA 93101 NONE PC EDUCATION 5000 SANTA BARBARA MUSEUM OF NATURAL HISTORY 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 NONE PC EDUCATION 10000 SANTA BARBARA NEIGHBORHOOD CLINICS 970 EMBARCADERO DEL MAR ISLA VISTA CA 93117 NONE PC HUMAN HEALTH SERVICES 25000 SANTA BARBARA POLICE OFFICERS ASSOC PO BOX 687 SANTA BARBARA CA 93102 NONE PC COMMUNITY SUPPORT SERVICES 500 SANTA BARBARA RESCUE MISSION 535 E YANONALI STREET SANTA BARBARA CA 93103 NONE PC ALCOHOL AND DRUG RECOVERY SERVICES 5500 SANTA BARBARA SCHOOL DISTRICTS 720 SANTA BARBARA STREET SANTA BARBARA CA 93101 NONE PC EDUCATION 30000 SANTA BARBARA YMCA 36 HITCHCOCK WAY SANTA BARBARA CA 93105 NONE PC RECREATION AND SPORTS 20000 SANTA BARBARA ZOOLOGICAL FNDTN 500 NINOS DR SANTA BARBARA CA 93103 NONE PC EDUCATION 78675 SANTA COPS OF LARIMER COUNTY PO BOX 580 FORT COLLINS CO 80522 NONE PC YOUTH SUPPORT SERVICES 1123 SCHOLARSHIP FOUNDATION OF SB PO BOX 3620 SANTA BARBARA CA 93130 NONE PC EDUCATION 20000 SEVERANCE MIDDLE SCHOOL 1801 AVERY PLZ WINDSOR CO 80550 NONE PC EDUCATION 780 SPECIAL OLYMPICS - SANTA BARBARA 423 W VICTORIA ST SANTA BARBARA CA 93101 NONE PC DISABILITY SUPPORT SERVICES 1000 TEDDY BEAR CANCER FOUNDATION 133 EAST DE LA GUERRA 163 SANTA BARBARA CA 93101 NONE PC HUMAN HEALTH SERVICES 18000 THE FIRST TEE CENTRAL COAST PO BOX 1611 SUMMERLAND CA 93067 NONE PC RECREATION AND SPORTS 10000 THOMPSON R-2J SCHOOL DISTRICT 800 SOUTH TAFT AVENUE LOVELAND CO 80537 NONE PC EDUCATION 35000 TRANSITION HOUSE 425 EAST COTA ST SANTA BARBARA CA 93101 NONE PC FAMILY SUPPORT SERVICES 19500 UNITED BOYS & GIRLS CLUB OF SB 5701 HOLISTER AVE GOLETA CA 93116 NONE PC YOUTH SUPPORT SERVICES 15000 UNITED WAY OF SANTA BARBARA 320 EAST GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PC COMMUNITY SUPPORT SERVICES 20000 UNITY SHOPPE 1236 CHAPALA SANTA BARBARA CA 93101 NONE PC FAMILY SUPPORT SERVICES 89500 VISITING NURSE & HOSPICE CARE 220 E CANON PERDIDO SANTA BARBARA CA 93101 NONE PC HUMAN HEALTH SERVICES 13000 WELD COUNTY RE-1 SCHOOL DISTRICT 14827 WELD COUNTY ROAD 42 GILCREST CO 80623 NONE PC EDUCATION 13065 WELD COUNTY RE-3J SCHOOL DISTRICT 99 W BROADWAY ST KEENESBURG CO 80643 NONE PC EDUCATION 3100 WELD COUNTY RE-8 SCHOOL DISTRICT 301 REYNOLDS STREET FORT LUPTON CO 80621 NONE PC EDUCATION 14820 WELD COUNTY SCHOOL DISTRICT RE-7 501 CLARK ST KERSEY CO 80644 NONE PC EDUCATION 4485 WINDSOR SCHOOL DISTRICT 1020 MAIN STREET WINDSOR CO 80550 NONE PC EDUCATION 2633 YOUNG LIFE 123 W PADRE ST 3 SANTA BARBARA CA 93105 NONE PC YOUTH SUPPORT SERVICES 28850 CHILDREN'S MUSEUM OF SANTA BARBARA (MOXI) 1236 E DE LA GUERRA ST SANTA BARBARA CA 93101 NONE PC EDUCATION 5000 COMMUNITY KITCHEN 816 CACIQUE STREET SANTA BARBARA CA 93103 NONE PC FAMILY SUPPORT SERVICES 1000 LOVELAND HABITAT FOR HUMANITY 5250 GARFIELD N HWY 287 LOVELAND CO 80538 NONE PC FAMILY SUPPORT SERVICES 6000 LA CUMBRE JUNIOR HIGH SCHOOL FOUNDATION 2255 MODOC ROAD SANTA BARBARA CA 93101 NONE PC EDUCATION 10000 OPEN ALTERNATIVE SCHOOL 4025 FOOTHILL ROAD SANTA BARBARA CA 93110 NONE PC EDUCATION 2000 PROJECT SELF-SUFFICIENCY 2001 S SHIELD ST D-203 FORT COLLINS CO 80526 NONE PC FAMILY SUPPORT SERVICES 1000 SANTA BARBARA CULTURAL DEVELOPMENT FOUNDATION PO BOX 1357 SUMMERLAND CA 93067 NONE PC MUSIC AND THE ARTS 5000 SANTA BARBARA SCHOOL OF SQUASH 1530 CHAPALA STREET SUITE B SANTA BARBARA CA 93101 NONE PC RECREATION AND SPORTS 10000 1159616 0 14 2560 14 551230 16 -2765 523000 2238 15 6428 18 4441777 2238 4999230 0 5001468 0 0 0 0 0 0 0 0 0 0 DAMITZ, BROOKS, NIGTHINGALE, ET AL 34242 25681 8561 BUILDING 2001-12-20 752332 207527 SL 39.000000000000 19291 0 LAND 2001-12-20 112418 L 0 0 FMV IN EXCESS OF BASIS 2001-12-20 60000 L 0 0 COPIER/FAX 2004-01-26 842 842 SL 5.000000000000 0 0 FOUNDATION OFFICE CHAIRS 2004-02-17 3507 3507 200DB 7.000000000000 0 0 CONFERENCE TABLE 2004-02-24 4254 4254 200DB 7.000000000000 0 0 OFFICE FURNITURE 2005-10-27 2353 2287 200DB 7.000000000000 0 0 COPIER/FAX 2006-03-13 3212 3212 200DB 5.000000000000 0 0 OFFICE SOFA 2006-03-31 1600 1600 200DB 7.000000000000 0 0 OFFICE FURNITURE 2006-04-30 1540 1540 200DB 7.000000000000 0 0 COMPUTER 2009-06-15 1748 1604 SL 5.000000000000 144 0 HP LASER JET P3015 2011-01-03 795 477 SL 5.000000000000 159 0 HP LASER JET P3015 2011-06-30 630 315 SL 5.000000000000 126 0 BUILDING REMODEL 2012-07-01 892939 34344 SL 39.000000000000 22896 0 DESK 2012-01-25 10364 3973 SL 5.000000000000 2073 0 BUILDING REMODEL 2013-07-01 30678 393 SL 39.000000000000 787 0 REMOVABLE WALL 2013-07-01 19855 662 SL 15.000000000000 1324 0 BUILDING 2001-12-20 335168 109642 SL 39.000000000000 8594 0 LAND 2001-12-20 50082 L 0 0 ELECTRICAL RECONFIGURATION 2014-09-30 5512 SL 39.000000000000 35 0 DELL OFFICE COMPUTER 2014-12-15 2594 SL 5.000000000000 43 0 COPIER 2014-06-06 1101 SL 5.000000000000 128 0 SERVICES FROM DISQUALIFIED PERSON FORM 990-PF, PART VII-B, LINE 1A(3) THE FOUNDATION UTILIZES THE SERVICES OF THE LAW FIRM OF SEED MACKALL FOR LEGAL CONSULTING; MR. MACKALL IS A PRINCIPAL OF THE LAW FIRM AND A DIRECTOR OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY. BALANCE SHEET, LINE 13, INVESTMENTS - OTHER FORM 990-PF, PART II INCLUDES INVESTMENTS IN US TREASURY OBLIGATIONS, CORPORATE STOCK (DOMESTIC AND FOREIGN), CORPORATE BONDS, AND MUTUAL FUND INVESTMENTS. BUILDING 565500 179428 386072 525806 LAND 115700 0 115700 157576 REMODEL 500518 30980 469538 639481 FURNITURE AND FIXTURES 19855 1986 17869 17869 FIDELITY #219 AT COST 0 0 FIDELITY #227 AT COST 0 0 FIDELITY #235 AT COST 0 0 FIDELITY #251 AT COST 0 0 FIDELITY #260 AT COST 0 0 FIDELITY #278 AT COST 0 0 FIDELITY #286 AT COST 0 0 TRITON PACIFIC AT COST 100000 100000 FISCHER GARRISON OFFSHORE AT COST 3199 3957 LANX OFFSHORE PARTNERS II AT COST 6566 3909 TERRAPIN OFFSHORE AT COST 4250 5984 NORTHERN TRUST #797 AT COST 3710955 4123049 NORTHERN TRUST #934 AT COST 524170 668189 NORTHERN TRUST HEDGE FUND OF FUNDS AT COST 1869920 1674460 NORTHERN TRUST PRIVATE EQUITY AT COST 811651 1360074 NORTHER TRUST PRIVATE EQUITY CORE FUND AT COST 55966 58000 NORTHERN TRUST DIRECT REAL ESTATE AT COST 1211485 1157572 NORTHERN TRUST COMMODITIES AT COST 1047245 813952 NORTHERN TRUST CORPORATE/GOVERNMENT AT COST 255195 252900 UNION BANK AT COST 0 0 MINERAL INTEREST - WATERFLOOD AT COST 10025 17255 MINERAL INTEREST - ACKMAN AT COST 360 862 GOLDMAN SACHS #7660 AT COST 221362 221868 GOLDMAN SACHS #8452 AT COST 3095987 3100703 GOLDMAN SACHS #8718 AT COST 1997677 1994817 MONTECITO BANK & TRUST #8459-00 AT COST 235463 234832 FURNITURE AND FIXTURES 27138 18882 8256 8256 REMODEL 428611 27475 401136 546322 BUILDING 522000 165626 356374 485359 LAND 106799 0 106799 145455 SEED, MACKALL LLP 1260 630 630 LEASE COMMISSIONS 0 2448 2448 INSURANCE 29836 14918 14918 AUTO EXPENSE 970 485 485 MISCELLANEOUS 870 435 435 OFFICE EXPENSE 12444 6222 6222 RENTAL EXPENSES 17588 17588 0 PARTNERSHIP UNRELATED BUSINESS INCOME 2238 0 2238 ROYALTY INCOME - MINERAL INTERESTS 6428 6428 6428 PAYROLL TAXES PAYABLE 2423 1332 SECURITY DEPOSITS 0 6975 CREDIT CARDS 0 426 INVESTMENT ADVISOR FEES 209406 209406 0 CONSULTING 1125 563 562 FILING FEES 160 0 160 PAYROLL TAXES 7800 3900 3900 REAL ESTATE TAXES 8817 4409 4408 FOREIGN TAXES 5112 5112 0 FEDERAL 990PF 49500 0 0 UNRELATED BUSINESS INCOME TAX 5687 0 0 UNRELATED BUSINESS INCOME TAX-CA 1590 0 0 UNRELATED BUSINESS INCOME TAX PENALTIES 147 0 0