2024-11-14T13:06:28-06:00 2023-12-31 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2023-01-01 956037266 MOSHER FOUNDATION MOSH 8059621700 PO BOX 1079 SANTA BARBARA CA 93102 YVETTE GILLER PRESIDENT 8059621700 2024-11-11 1 0 CATHERINE MACAULAY P00178796 8059631837 2023 2024-10-15 13:58:12Z X 41915595 X X 977293 977293 312168 393473 312168 77 77 1289538 1289538 470904 60876 410028 88406 11346 77059 9984 2496 7488 29185 14593 14592 197547 197547 0 41548 2839 861 1926 1926 33946 3394 30550 2632 263 2369 46560 3564 42995 922638 298844 585942 1179465 1179465 2102103 298844 1765407 -812565 990694 40742 13078 13078 1841314 1593431 1593431 900000 0 950000 900000 790576 5230367 60000 57566 16095114 13240998 22507721 6139883 12701237 12657705 3000000 3978162 4280710 90916 88956 3885 1960 1960 12848 12848 12848 33314153 32501714 41915595 0 126 0 126 X 0 0 0 0 33314153 32501588 33314153 32501588 33314153 32501714 33314153 -812565 0 32501588 0 32501588 US BANK #3680 P 2022-01-01 2023-12-31 331649 331649 331649 COST BASIS ADJUSTMENTS P 2022-01-01 2023-12-31 81305 -81305 -81305 CAPITAL GAINS DIVIDENDS P 61824 61824 61824 312168 13771 0 13771 0 13771 18360 0 3500 0 21860 0 8089 8089 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A THE FOUNDATION 8059621700 PO BOX 1079 SANTA BARBARA CA 93102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDWARD BIRCH PO BOX 1079 SANTA BARBARA CA 93102 CEO & TRUSTEE 30.00 181769 0 0 YVETTE GILLER PO BOX 1079 SANTA BARBARA CA 93102 PRESIDENT 30.00 139995 20999 0 JENNIFER ENGMYR PO BOX 1079 SANTA BARBARA CA 93102 CHIEF FINANCIAL OFFICER 35.00 124440 18666 0 CHRISTINE EMMONS PO BOX 1079 SANTA BARBARA CA 93102 TRUSTEE 2.00 6300 0 0 ALIXE MATTINGLY PO BOX 1079 SANTA BARBARA CA 93102 TRUSTEE 2.00 6300 0 0 R BRUCE MCFADDEN PO BOX 1079 SANTA BARBARA CA 93102 TRUSTEE/SECRETARY 2.00 5800 0 0 SUZANNE BIRCH PO BOX 1079 SANTA BARBARA CA 93102 TRUSTEE 2.00 6300 0 0 NONE 0 US BANK PO BOX 0634 MILWAUKEE WI 53201 INVESTMENT MANAGEMENT FEES 197547 0 0 37672492 1368754 0 39041246 0 0 39041246 585619 38455627 1922781 1922781 13771 13771 1909010 0 1909010 0 1909010 1765407 0 1765407 1909010 0 0 41233 34978 89326 165537 1765407 0 0 0 1765407 0 143603 143603 21934 0 0 0 0 0 0 0 21934 21934 EDWARD BIRCH - PRESIDENTCEO PO BOX 1079 SANTA BARBARA CA 93102 8059621700 OUTLINE OF THE SPECIFIC PURPOSE AND AMOUNT OF GRANT APPLIED FOR. APPLICATIONS ARE ACCEPTED ANY TIME DURING BUSINESS HOURS. GRANTS TO BE USED SPECIFICALLY FOR ORGANIZATIONS WHICH ARE DESCRIBED IN SECTIONS 170(C) 501(C) AND 2522(A) OF THE INTERNAL REVENUE CODE AND WHICH ARE ORGANIZED AND OPERATED FOR CHARITABLE, EDUCATIONAL, HEALTH CARE, INCLUDING PERFORMING ARTS INSTITUTIONS. CAMA 2060 ALAMEDA PADRE SERRA SUITE 201 SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 28000 CANCER CENTER OF SANTA BARBARA 601 WEST JUNIPERO STREET SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 2000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 500 EXPONENT PHILANTHROPY PO BOX 65607 WASHINGTON DC 200355607 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 815 FOUNDATION ROUNDTABLE PO BOX 60157 SANTA BARBARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 8000 KAVLI INSTITUTE FOR THEORETICAL PHYSICS UNIVERSITY OF CALIFORNIA AT SANTA BARBARA SANTA BARBARA CA 931064030 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 LAGUNA BLANCA SCHOOL 4125 PALOMA DRIVE SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 11000 MOXI 125 STATE STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 24000 MUSIC ACADEMY OF THE WEST 1070 FAIRWAY ROAD SANTA BARBARA CA 93108 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 108000 OPERA SANTA BARBARA 1330 STATE STREET SUITE 209 SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 25000 PLANNED PARENTHOOD OF SANTA BARBARA 518 GARDEN STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 2000 SANSUM DIABETES RESEARCH INSTITUTE 2219 BATH STREET SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 151000 SANTA BARBARA CENTER FOR THE PERFORMING ARTS 1214 STATE STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 7000 SANTA BARBARA COTTAGE HOSPITAL FOUNDATION PO BOX 689 SANTA BARBARA CA 931020689 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 300000 SANTA BARBARA EDUCATION FOUNDATION 1330 STATE STREET SUITE 201 SANTA BARBARA CA 93101 NONE PC MISSION SCHOLARS, IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1500 SANTA BARBARA FOUNDATION 1111 CHAPALA STREET SUITE 200 SANTA BARBARA CA 931013100 NONE PC THE KEY CLASS, ROOTED SANTA BARBARA 7000 SANTA BARBARA RESCUE MISSION 535 EAST YANONALI STREET SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 2500 THE LAND TRUST FOR SANTA BARBARA COUNTY 1530 CHAPALA STREET A SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1800 UC REGENTS UC REGENTS UNIVERSITY OF CALIFORNIA SANTA BARBARA CA 930169615 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 5000 UC SANTA BARBARA FOUNDATION OFFICE OF DEVELOPMENT UC SANTA BARBARA CA 93106 NONE PC CHEADLE CENTER FOR BIODIVERSITY AND ECOLOGICAL RESTORATION 1000 UNITED WAY OF SANTA BARBARA COUNTY 320 EAST GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 5500 VNA HEALTH 509 EAST MONTECITO STREET SUITE 200 SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 7500 WESTMONT COLLEGE 955 LA PAZ ROAD SANTA BARBARA CA 93108 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 4000 WILDLING ART MUSEUM 511-B MISSION DRIVE SOLVANG CA 93463 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 500 AAPLE ACADEMY FOUNDATION 4750 HOLLISTER AVENUE SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 21050 ALL SAINTS-BY-THE-SEA EPISOCPAL CHURCH 83 EUCALYPTUS LANE SANTA BARBARA CA 93108 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 2000 CALM 1236 CHAPALA STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 CHILDREN'S CREATIVE PROJECT 3970 LA COLINA ROAD SUITE 9 SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 3500 COMMUNITY ENVIROMENTAL COUNCIL OF SANTA BARBARA 1219 STATE STREET SUITE A SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 50000 ENSEMBLE THEATRE OF SANTA BARBARA 33 WEST VICTORIA STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 FLAMENCO ARTS FESTIVAL PO BOX 90217 SANTA BARBARA CA 93190 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 5000 FOODBANK OF SANTA BARBARA COUNTY 4554 HOLLISTER AVENUE SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 250000 FRIENDSHIP CENTER 89 EUCALYPTUS LANE SANTA BARBARA CA 93108 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 2000 FRIENDSHIP PADDLE 801 GARDEN STREET SUITE 300 SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 5000 GANNA WALSKA LOTUSLAND 695 ASHLEY ROAD SANTA BARBARA CA 93108 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 GWENDOLYN STRONG FOUNDATION 27 WEST ANAPAMU STREET SUITE 177 SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 2000 HEAL THE OCEAN 1430 CHAPALA STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1800 HOSPICE OF SANTA BARBARA 2050 ALAMEDA PADRE SERRA UNIT 100 SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 3000 LEADING FROM WITHIN 2050 ALAMEDA PADRE SERRA SUITE 203 SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 12500 LIFECHRONICLES INC 113 WEST MISSION STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 LOBERO THEATRE FOUNDATION 33 EAST CANON PERDIDO STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 6500 LOMPOC TEEN CENTER PO BOX 521 LOMPOC CA 93438 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 20000 MONTECITO COMMUNITY FOUNDATION PO BOX 5001 SANTA BARBARA CA 93150 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 2000 MONTECITO UNION SCHOOL FOUNDATION PO BOX 5561 SANTA BARBARA CA 93150 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 10000 NATURETRACK FOUNDATION PO BOX 953 LOS OLIVOS CA 93441 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 10000 ONE805 INC 2000 STATE STREET SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 3500 PHILANTHROPY ROUNDTABLE 1120 20TH STREET NW SUITE 400N WASHINGTON DC 20036 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 2500 SANTA BARBARA ATHLETIC ROUND TABLE PO BOX 3813 SANTA BARBARA CA 93130 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 SANTA BARBARA CHORAL SOCIETY 1330 STATE STREET 202 SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 20000 SANTA BARBARA FESTIVAL BALLET 127 WEST CANON PERDIDO STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 2500 SANTA BARBARA MARITIME MUSEUM 113 HARBOR WAY SUITE 190 SANTA BARBARA CA 93109 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 10000 SANTA BARBARA NEIGHBORHOOD CLINICS 414 EAST COTA STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 4000 SANTA BARBARA PUBLIC LIBRARY FOUNDATION 40 EAST ANAPAMU STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 5000 SANTA BARBARA ZOO 500 NINOS DRIVE SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 5000 SANTA YNEZ HIGH SCHOOL 2975 CA-246 SANTA YNEZ CA 93460 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 SANTA BARBARA CLUB PRESERVATION FOUNDATION 1105 CHAPALA STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 SANTA BARBARA INTERNATIONAL ORCHID SHOW INC PO BOX 1223 CARPINTERIA CA 930141223 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 2000 SANTA BARBARA MEALS ON WHEELS 5276 HOLLISTER AVENUE GOLETA CA 93111 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 SCHOLARSHIP FOUNDATION OF SANTA BARBARA 2253 LAS POSITAS ROAD SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 SHOWERS OF BLESSINGS SANTA BARBARA PO BOX 1135 GOLETA CA 93116 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 STORYTELLER CHILDREN'S CENTER INC 2115 STATE STREET SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 WOMEN'S ECONOMIC VENTURES 21 EAST CANON PERDIDO STREET SUITE 301 SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 2000 NATIONAL BOY SCOUTS OF AMERICA COUNCIL 1325 WEST WALNUT HILL IRVING TX 75038 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE 1000 1179465 0 14 977293 18 77 18 312168 0 1289538 0 1289538 0 0 0 0 0 0 0 0 0 0 BURLEIGH SKIDMORE, CPA 1650 825 825 HUTCHINSON & BLOODGOOD, LLP 27535 13768 13767 FURNITURE & FIXTURES 2003-12-20 2413 2413 SL 5.000000000000 0 0 FURNITURE & EQUIP 2009-12-15 2175 2175 SL 5.000000000000 0 0 FURNITURE & EQUIP 2011-01-10 2194 2194 SL 5.000000000000 0 0 FURNITURE & EQUIP 2013-01-15 6558 6558 SL 5.000000000000 0 0 FURNITURE & EQUIP 2013-03-10 3531 3531 SL 5.000000000000 0 0 FURNITURE & EQUIP 2013-03-15 4167 4167 SL 5.000000000000 0 0 FURNITURE & EQUIP 2013-05-20 875 875 SL 5.000000000000 0 0 LEASEHOLD IMPROVEMENT 2013-02-28 5028 4946 SL 10.000000000000 82 82 LEASEHOLD IMPROVEMENT 2013-03-20 9743 9578 SL 10.000000000000 165 165 LEASEHOLD IMPROVEMENT 2013-04-15 9737 9578 SL 10.000000000000 159 159 LEASEHOLD IMPROVEMENT 2013-05-25 28062 27592 SL 10.000000000000 470 470 LEASEHOLD IMPROVEMENT 2013-07-15 3907 3844 SL 10.000000000000 63 63 FURNITURE & EQUIP 2014-06-15 571 571 SL 5.000000000000 0 0 FURNITURE & EQUIP 2014-06-20 1625 1625 SL 5.000000000000 0 0 FURNITURE & EQUIP 2014-08-25 1885 1885 SL 5.000000000000 0 0 FURNITURE & EQUIP 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EQUIP 571 571 0 FURNITURE & EQUIP 1625 1625 0 FURNITURE & EQUIP 1885 1885 0 FURNITURE & EQUIP 5455 5455 0 FURNITURE & EQUIP 2936 2936 0 FURNITURE & EQUIP 1100 1100 0 FURNITURE & EQUIP 1310 1235 75 FURNITURE & EQUIP 1325 1096 229 FURNITURE & EQUIP 2127 992 1135 FURNITURE & EQUIP 975 455 520 MULLEN & HENZELL, LLP 9984 2496 7488 DEPOSIT- INSURANCE 1128 1128 1128 FINE ART 11720 11720 11720 INSURANCE 8634 863 7771 MEALS & ENTERTAINMENT 1844 184 1660 OFFICE EXPENSES 13117 1312 11806 PARKING 1602 160 1442 PAYROLL SERVICE FEE 1011 101 909 PENSION ADM EXPENSE 2084 208 1875 WEBSITE DEVELOPMENT 13126 0 13126 ADVERTISING & PROMOTION 2050 205 1845 EDUCATION & STAFF DEVELOPMENT 125 13 112 BANK SERVICE CHARGE 35 0 35 DUES & SUBSCRIPTIONS 1209 121 1088 MISCELLANEOUS 400 0 400 COMPUTER SUPPORT 1323 397 926 OTHER INCOME 77 77 77 PAYROLL LIABILITY 0 126 SANTA BARBARA CENTER FOR THE PERFORMING ARTS 900000 US BANK 197547 197547 0 TAX & LICENSES 371 0 371 EXCISE TAXES 36983 0 0 FOREIGN TAXES 2785 2785 0 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