SANTA CRUZ ISLAND FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SANTA CRUZ ISLAND FOUNDATION (EIN 95-4073657)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-28
- IRS object ID
- 202312409349100016
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-28T10:23:54-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952835976 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3757 STATE STREET SUITE 3B | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954073657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA CRUZ ISLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8052206414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4994 CARPINTERIA AVENUE | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930132034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MS MARLA DAILY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8052206414 | PhoneNum |
| Signature | 2023-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MS | PersonFirstNm |
| Person Last | MARLA DAILY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW J TRICERRI | PreparerPersonNm |
| PTIN | P01729292 | PTIN |
| Phone | 8059664157 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,599,342 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $538,078 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,410 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,410 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,410 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $37,636 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,636 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $37,636 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,286 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $761,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $1,149 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $176 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $973 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $973 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $10,066 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $666 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $10,066 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $582,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,712 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $50,085 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $86,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $46,237 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $41,613 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,200 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,380 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,130 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,065 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,459 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,627 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,347 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,452 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $10,404 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $216,815 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $57,675 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $15,994 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,395 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,288 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,959 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,012 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $911 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,973 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,850 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $532,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $57,675 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $256,823 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $532,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $57,675 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,823 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $91,282 | CashBOYAmt |
| Cash EOY | $77,001 | CashEOYAmt |
| Cash EOYFMV | $77,001 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $390,073 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $498,648 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $498,648 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $301 | AcctRcvblBOYAmt |
| Inventories BOY | $32,465 | InventoriesBOYAmt |
| Inventories EOY | $32,289 | InventoriesEOYAmt |
| Inventories EOYFMV | $32,289 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $2,139 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $1,639,494 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,260,489 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,484,248 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $80,679 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $327,198 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $320,610 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,186,875 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $569,939 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,533,867 | LandBOYAmt |
| Land EOY | $3,616,936 | LandEOYAmt |
| Land EOYFMV | $3,616,936 | LandEOYFMVAmt |
| Other Assets BOY | $1,569,610 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,569,610 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,569,610 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,339,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,382,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,599,342 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,121 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,159 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $9,121 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,159 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,330,789 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,381,012 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,330,789 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,381,012 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,339,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,382,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,330,789 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,223 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,381,012 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,381,012 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LOSS ON SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $761,167 | GrossSalesPriceAmt |
| Cost Or Other Basis | $766,453 | CostOrOtherBasisAmt |
| Gain Or Loss | -$5,286 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$5,286 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,286 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,286 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,520 | OverpaymentAmt |
| Applied To ES Tax | $5,520 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SCIFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARLA DAILY | IndividualWithBooksNm |
| Phone | 8052206414 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5045 WULLBRANDT WAY | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARLA DAILY | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | PRESIDENT | 40.00 | $96,000 | $28,200 | $0 |
| JOSEPH WALSH | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ERIC P HVOLBOLL | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JUSTINIAN BROCK | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER DIEBENKORN | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DENNIS POWER | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SHULL BONSALL JR | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ROGER CHRISMAN | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BOB DUNCAN | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SUE PARKER | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| TIM VAIL | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEVE HICKS | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MAX TYLER | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LOTUS VERMEER | ||||||||
| 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE SANTA CRUZ ISLAND FOUNDATION IS SPECIFICALLY DESIGNATED TO MAKE A UNIQUE CONTRIBUTION TO THE PUBLIC BY COLLECTING, PRESERVING, AND INTERPRETING THE CULTURAL HISTORIES OF THE EIGHT CALIFORNIA CHANNEL ISLANDS. THE FOUNDATION'S ARCHIVES, LOCATED IN CARPINTERIA,CALIFORNIA, IS A SPACE OPEN TO THE PUBLIC WITHOUT CHARGE DEVOTED TO THE DISPLAY OF AND TO MAKE AVAILABLE FOR PUBLIC AND SCHOLARLY RESEARCH, RARE MATERIALS RELATED TO THE CALIFORNIA CHANNEL ISLANDS. THE FOUNDATION'S ARCHIVES, INCLUDE ARTIFACTS; ART; GENEALOGIES; HISTORIC BOOKS, PHOTOGRAPHS, DOCUMENTS, AND NEWSPAPER CLIPPINGS; ORAL HISTORIES, AND SUBJECT FILES. | Description1Txt |
| Expenses1 | $242,245 | Expenses1Amt |
| Description2 | HOSTED ANNUAL SANTA CRUZ ISLAND ADVISORY COUNCIL MEETING | Description2Txt |
| Expenses2 | $14,578 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,762,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $534,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,397 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,329,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,329,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,294,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,728 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,823 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $256,823 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $127,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $80,977 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $118,747 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $327,147 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $327,147 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $127,423 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $199,724 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $80,977 | ExcessFromYear4Amt |
| Excess From Year3 | $118,747 | ExcessFromYear3Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2020-06-23 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $101,841 | Year1Amt |
| Year2 | $86,771 | Year2Amt |
| Year3 | $140,010 | Year3Amt |
| Total | $328,622 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $86,565 | Year1Amt |
| Year2 | $73,755 | Year2Amt |
| Year3 | $119,009 | Year3Amt |
| Total | $279,329 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $256,823 | CurrentYearAmt |
| Year1 | $227,273 | Year1Amt |
| Year2 | $243,560 | Year2Amt |
| Year3 | $254,004 | Year3Amt |
| Total | $981,660 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $256,823 | CurrentYearAmt |
| Year1 | $227,273 | Year1Amt |
| Year2 | $243,560 | Year2Amt |
| Year3 | $254,004 | Year3Amt |
| Total | $981,660 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $76,485 | CurrentYearAmt |
| Year1 | $67,894 | Year1Amt |
| Year2 | $57,847 | Year2Amt |
| Year3 | $93,340 | Year3Amt |
| Total | $295,566 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,410 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,636 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,286 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,178 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $973 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,426 | ExclusionAmt |
| Related Or Exempt Function Incm | -$4,205 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,221 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 9 | HOLY MASS - GIVES MEMBERS, GUESTS, AND OTHER COMMUNITY MEMBERS THE CHANCE TO EXPERIENCE AND LEARN ABOUT THE HISTORY AND CULTURE OF THE CALIFORNIA CHANNEL ISLANDS. |
| 9 | ADVISORY COUNCIL MEETING - BRINGS TOGETHER REPRESENTATIVES FROM STATE AND LOCAL GOVERNMENTS, LOCAL INSTITUTIONS OF HIGHER LEARNING, PRIVATE ORGANIZATIONS AND COMMUNITY MEMBERS TO REPORT CURRENT CONTRIBUTIONS TO THE FOUNDATION'S MISSION AND FOUNDATION ACTIVITIES. |
| 10 | BOOKS AND PUBLICATIONS RELATED TO HISTORY OF SANTA BARBARA CHANNEL ISLANDS WERE AVAILABLE FOR SALE. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (32 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AGIA INC | ||||||
| 1 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $25,000 | Yes (X) |
| ALAN KOCH | ||||||
| 2 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $5,200 | Yes (X) |
| ANN JACKSON FAMILY FOUNDATION | ||||||
| 3 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $12,500 | Yes (X) |
| BENSON VIRGINIA | ||||||
| 4 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $5,000 | Yes (X) |
| BENTSON FOUNDATION | ||||||
| 5 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $10,000 | Yes (X) |
| BOAS ROBERT | ||||||
| 6 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $10,000 | Yes (X) |
| BOEHM RON MARLYS | ||||||
| 7 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $10,000 | Yes (X) |
| BROWN PATRICIA | ||||||
| 8 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $5,100 | Yes (X) |
| BURKE CHRISTOPHER | ||||||
| 9 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $5,000 | Yes (X) |
| BURTNESS ROBERT | ||||||
| 10 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $6,000 | Yes (X) |
| BURTNESS WILLIAM | ||||||
| 11 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $10,000 | Yes (X) |
| CAPRITTO JULIE | ||||||
| 12 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $5,000 | Yes (X) |
| CRANE GEOFF | ||||||
| 13 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $5,200 | Yes (X) |
| DAILY MARLA | ||||||
| 14 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $21,355 | Yes (X) |
| DITTMAR JAMES | ||||||
| 15 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $5,000 | Yes (X) |
| DOHENY LUCY B | ||||||
| 16 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $20,600 | Yes (X) |
| DONGIEUX GENE | ||||||
| 17 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $10,000 | Yes (X) |
| DOWEN TERRI | ||||||
| 18 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $5,000 | Yes (X) |
| DUNCAN ROBERT CASE | ||||||
| 19 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $5,000 | Yes (X) |
| GOLDRING FAMILY FOUNDATION | ||||||
| 20 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $10,000 | Yes (X) |
| GRIFFITHS CHARITABLE FOUNDATION | ||||||
| 21 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $15,000 | Yes (X) |
| HVOLBOLL ERIC | ||||||
| 22 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $5,050 | Yes (X) |
| MCCARTY FAMILY FUND | ||||||
| 23 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $10,000 | Yes (X) |
| OUTWAITE FOUNDATION | ||||||
| 24 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $10,000 | Yes (X) |
| PATRICIA CHIDLAW | ||||||
| 25 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $16,966 | Yes (X) |
| PERTSULAKES RICHARD | ||||||
| 26 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $6,000 | Yes (X) |
| REITER FAMILY FOUNDATION | ||||||
| 27 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $10,000 | Yes (X) |
| ROSE INGE | ||||||
| 28 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $55,500 | Yes (X) |
| SANDRA TYLER | ||||||
| 29 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $5,000 | Yes (X) |
| SCHLINGER CHRISMAN FOUNDATION | ||||||
| 30 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $100,000 | Yes (X) |
| THE OTIS BOOTH FOUNDATION | ||||||
| 31 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $50,000 | Yes (X) |
| VENTURA COUNTY COMMUNITY FOUNDATION | ||||||
| 32 | 4994 CARPINTERIA AVE | CARPINTERIA | CA | 93013 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING AND ACCOUNTING | CategoryTxt |
| Amt | $12,130 | Amt |
| Net Investment Income | $6,065 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,459 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (51 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|---|
| PAINTING - SCHLOSS | 1990-01-01 | $1,400 | $1,400 | SL | 0.000000000000 | $0 | $0 | $0 | |
| PHOTOGRAPHS - DEWEY | 1990-08-01 | $500 | $500 | SL | 0.000000000000 | $0 | $0 | $0 | |
| PASTEL DRAWINGS | 1990-08-01 | $650 | $650 | SL | 0.000000000000 | $0 | $0 | $0 | |
| ARTWORK | 1990-07-01 | $515 | $515 | SL | 0.000000000000 | $0 | $0 | $0 | |
| ARTWORK | 1990-01-01 | $450 | $450 | SL | 0.000000000000 | $0 | $0 | $0 | |
| ARTWORK | 1991-07-01 | $7,195 | $7,148 | SL | 0.000000000000 | $0 | $0 | $0 | |
| ARTWORK | 1994-07-01 | $1,150 | $1,150 | SL | 0.000000000000 | $0 | $0 | $0 | |
| HEADSTONE (SRI) | 1996-08-05 | $752 | $361 | SL | 0.000000000000 | $0 | $0 | $0 | |
| ARTWORK | 1996-09-18 | $726 | $342 | SL | 0.000000000000 | $0 | $0 | $0 | |
| ARTWORK | 1996-10-17 | $7,648 | $3,507 | SL | 0.000000000000 | $0 | $0 | $0 | |
| ARTWORK | 1996-12-06 | $727 | $316 | SL | 0.000000000000 | $0 | $0 | $0 | |
| ARTWORK | 1996-12-16 | $400 | $173 | SL | 0.000000000000 | $0 | $0 | $0 | |
| 2001 JEEP WRANGLER | 2001-05-12 | $20,187 | $20,187 | SL | $0 | $0 | $0 | 5.000000000000 | |
| WINE EQUIPMENT | 1995-10-11 | $1,025 | $1,025 | SL | $0 | $0 | $0 | 7.000000000000 | |
| ALARM SYSTEM | 1988-08-31 | $1,135 | $1,135 | SL | $0 | $0 | $0 | 5.000000000000 | |
| STEEL STORAGE CONTAINER | 1988-07-31 | $2,505 | $2,502 | SL | $0 | $0 | $0 | 18.000000000000 | |
| TELEPHONE | 1988-07-31 | $212 | $212 | SL | $0 | $0 | $0 | 8.000000000000 | |
| KABOTA MX5000D | 2002-09-01 | $22,620 | $22,620 | SL | $0 | $0 | $0 | 5.000000000000 | |
| RHINO TW-60 ROTARY MOWER | 2002-09-01 | $2,377 | $2,377 | SL | $0 | $0 | $0 | 5.000000000000 | |
| 2002 FORD THINK ELECTRIC | 2002-09-27 | $7,435 | $7,435 | SL | $0 | $0 | $0 | 5.000000000000 | |
| FORD F-250 SD RCAB | 2004-02-03 | $28,900 | $17,990 | 200DB | $0 | $0 | $0 | 5.000000000000 | |
| DELL COMPUTER | 2006-03-17 | $2,004 | $2,004 | 200DB | $0 | $0 | $0 | 5.000000000000 | |
| MARLA'S MAC COMPUTER | 2006-07-14 | $2,903 | $2,903 | 200DB | $0 | $0 | $0 | 5.000000000000 | |
| DELL PROJECTOR | 2006-11-01 | $1,044 | $1,044 | 200DB | $0 | $0 | $0 | 5.000000000000 | |
| SOFTWARE-RESEARCH | 2006-03-17 | $764 | $764 | 200DB | $0 | $0 | $0 | 5.000000000000 | |
| 2008 MACBOOK PRO | 2008-06-30 | $2,192 | $1,096 | 200DB | $0 | $0 | $0 | 5.000000000000 | |
| IMAC 20IN COMPUTER | 2008-06-30 | $1,800 | $900 | 200DB | $0 | $0 | $0 | 5.000000000000 | |
| IMAC COMPUTER | 2010-06-09 | $1,190 | $1,190 | 200DB | $0 | $0 | $0 | 5.000000000000 | |
| MAC COMPUTER | 2011-06-30 | $2,085 | 200DB | $0 | $0 | $0 | 5.000000000000 | ||
| LATERAL FILE CABINET | 2014-09-30 | $515 | $515 | 200DB | $0 | $0 | $0 | 5.000000000000 | |
| 2015 FORD EXPLORER | 2015-02-26 | $37,218 | $37,218 | 200DB | $0 | $0 | $0 | 5.000000000000 | |
| GRANITE MEMORIAL FOR SAN MIGUEL | 2016-09-28 | $4,750 | $2,086 | 150DB | $280 | $0 | $317 | 15.000000000000 | |
| APPLE LAPTOP | 2016-12-28 | $1,747 | $1,747 | 200DB | $0 | $0 | $0 | 5.000000000000 | |
| 4994 CARPINTERIA AVE - BUILDING | 2019-10-30 | $900,000 | $50,962 | SL | $23,077 | $0 | $23,077 | 39.000000000000 | |
| 4994 CARPINTERIA AVE - LAND | 2019-10-30 | $2,100,000 | L | $0 | $0 | $0 | |||
| ARCHITECTURE & ENGINEERS (BUILDING RELATED) | 2020-06-30 | $85,502 | $3,380 | SL | $2,192 | $0 | $2,192 | 39.000000000000 | |
| APPLE LAPTOP MVVM2LL/A | 2020-12-20 | $3,077 | $1,323 | 200DB | $702 | $0 | $615 | 5.000000000000 | |
| BUILDING IMPROVEMEMTS | 2021-12-04 | $428,191 | $457 | SL | $10,979 | $0 | $10,979 | 39.000000000000 | |
| ARCHIVES SHELVING | 2021-08-04 | $94,697 | 200DB | $0 | $0 | $13,528 | 7.000000000000 | ||
| GLASS DISPLAYS | 2021-12-09 | $9,500 | 200DB | $0 | $0 | $1,357 | 7.000000000000 | ||
| EXHIBITS GLASS DISPLAYS | 2021-12-07 | $34,352 | 200DB | $0 | $0 | $4,907 | 7.000000000000 | ||
| CIP | $64,951 | NC | 0.000000000000 | $0 | $0 | $0 | |||
| GARDEN/OUTSIDE | 2022-12-05 | $29,970 | 150DB | $29,970 | $0 | $167 | 15.000000000000 | ||
| LANDSCPAPING | 2022-12-02 | $12,474 | 150DB | $12,474 | $0 | $69 | 15.000000000000 | ||
| ARCHITECTS AND ENGINEER | 2022-09-13 | $9,901 | SL | $74 | $0 | $74 | 39.000000000000 | ||
| ARCHIVES | 2022-11-15 | $7,125 | 200DB | $7,125 | $0 | $170 | 7.000000000000 | ||
| SECURITY ALARM | 2022-06-10 | $2,269 | 200DB | $2,269 | $0 | $189 | 7.000000000000 | ||
| CIP | $107,164 | NC | 0.000000000000 | $0 | $0 | $0 | |||
| DISPLAYS | 2022-12-27 | $125,732 | 200DB | $125,732 | $0 | $0 | 7.000000000000 | ||
| EXHIBITS | 2022-12-13 | $1,930 | 200DB | $1,930 | $0 | $23 | 7.000000000000 | ||
| PERMITS | 2022-11-02 | $3,319 | SL | $11 | $0 | $11 | 39.000000000000 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 49(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS:PURSUANT TO IRC SECTION 4942 (H) (2) AND REGULATION 53.4942 (A) -3 (D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ________________________________________ DATE:____________ | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,260,489 | EOYBookValueAmt |
| EOYFMV | $1,484,248 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET MUTUAL FUND | AT COST | $54,147 | $54,147 |
| FIXED INCOME ETP'S | AT COST | $227,444 | $219,830 |
| OTHER | AT COST | $45,607 | $46,633 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (51 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| PAINTING - SCHLOSS | $1,400 | $1,400 | $0 | $0 |
| PHOTOGRAPHS - DEWEY | $500 | $500 | $0 | $0 |
| PASTEL DRAWINGS | $650 | $650 | $0 | $0 |
| ARTWORK | $515 | $515 | $0 | $0 |
| ARTWORK | $450 | $450 | $0 | $0 |
| ARTWORK | $7,195 | $7,148 | $47 | $47 |
| ARTWORK | $1,150 | $1,150 | $0 | $0 |
| HEADSTONE (SRI) | $752 | $361 | $391 | $391 |
| ARTWORK | $726 | $342 | $384 | $384 |
| ARTWORK | $7,648 | $3,507 | $4,141 | $4,141 |
| ARTWORK | $727 | $316 | $411 | $411 |
| ARTWORK | $400 | $173 | $227 | $227 |
| 2001 JEEP WRANGLER | $20,187 | $20,187 | $0 | $0 |
| WINE EQUIPMENT | $1,025 | $1,025 | $0 | $0 |
| ALARM SYSTEM | $1,135 | $1,135 | $0 | $0 |
| STEEL STORAGE CONTAINER | $2,505 | $2,502 | $3 | $3 |
| TELEPHONE | $212 | $212 | $0 | $0 |
| KABOTA MX5000D | $22,620 | $22,620 | $0 | $0 |
| RHINO TW-60 ROTARY MOWER | $2,377 | $2,377 | $0 | $0 |
| 2002 FORD THINK ELECTRIC | $7,435 | $7,435 | $0 | $0 |
| FORD F-250 SD RCAB | $28,900 | $28,900 | $0 | $0 |
| DELL COMPUTER | $2,004 | $2,004 | $0 | $0 |
| MARLA'S MAC COMPUTER | $2,903 | $2,903 | $0 | $0 |
| DELL PROJECTOR | $1,044 | $1,044 | $0 | $0 |
| SOFTWARE-RESEARCH | $764 | $764 | $0 | $0 |
| 2008 MACBOOK PRO | $2,192 | $2,192 | $0 | $0 |
| IMAC 20IN COMPUTER | $1,800 | $1,800 | $0 | $0 |
| IMAC COMPUTER | $1,190 | $1,190 | $0 | $0 |
| MAC COMPUTER | $2,085 | $2,085 | $0 | $0 |
| LATERAL FILE CABINET | $515 | $515 | $0 | $0 |
| 2015 FORD EXPLORER | $37,218 | $37,218 | $0 | $0 |
| GRANITE MEMORIAL FOR SAN MIGUEL | $4,750 | $2,366 | $2,384 | $2,384 |
| APPLE LAPTOP | $1,747 | $1,747 | $0 | $0 |
| 4994 CARPINTERIA AVE - BUILDING | $900,000 | $74,039 | $825,961 | $825,961 |
| 4994 CARPINTERIA AVE - LAND | $2,100,000 | $0 | $2,100,000 | $2,100,000 |
| ARCHITECTURE & ENGINEERS (BUILDING RELATED) | $85,502 | $5,572 | $79,930 | $79,930 |
| APPLE LAPTOP MVVM2LL/A | $3,077 | $2,025 | $1,052 | $1,052 |
| BUILDING IMPROVEMEMTS | $428,191 | $11,436 | $416,755 | $416,755 |
| ARCHIVES SHELVING | $94,697 | $94,697 | $0 | $0 |
| GLASS DISPLAYS | $9,500 | $9,500 | $0 | $0 |
| EXHIBITS GLASS DISPLAYS | $34,352 | $34,352 | $0 | $0 |
| CIP | $64,951 | $0 | $64,951 | $64,951 |
| GARDEN/OUTSIDE | $29,970 | $29,970 | $0 | $0 |
| LANDSCPAPING | $12,474 | $12,474 | $0 | $0 |
| ARCHITECTS AND ENGINEER | $9,901 | $74 | $9,827 | $9,827 |
| ARCHIVES | $7,125 | $7,125 | $0 | $0 |
| SECURITY ALARM | $2,269 | $2,269 | $0 | $0 |
| CIP | $107,164 | $0 | $107,164 | $107,164 |
| DISPLAYS | $125,732 | $125,732 | $0 | $0 |
| EXHIBITS | $1,930 | $1,930 | $0 | $0 |
| PERMITS | $3,319 | $11 | $3,308 | $3,308 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLLECTIONS | $1,568,116 | $1,568,116 | $1,568,116 |
| ORGANIZATION COSTS | $1,494 | $1,494 | $1,494 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $25,433 | $0 | $0 | $22,890 |
| SUPPLIES | $11,521 | $0 | $0 | $10,369 |
| DUES AND FEES | $2,428 | $0 | $0 | $0 |
| SPECIAL EVENT DIRECT EXPENSES | $15,913 | $0 | $0 | $15,913 |
| PROMOTIONAL MATERIAL | $1,695 | $0 | $0 | $1,695 |
| RENTALS | $1,983 | $0 | $0 | $1,983 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $666 | $666 | $666 |
| GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | $9,400 | $9,400 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $16,347 | $16,347 | $0 | $0 |
| COMPUTER CONSULTING | $8,280 | $0 | $0 | $7,452 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $11,560 | $0 | $0 | $10,404 |
| INCOME TAX | $7,818 | $0 | $0 | $0 |
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