2025-07-15T12:22:39-05:00 2024-12-31 952835976 MACFARLANE FALETTI & CO LLP 3757 STATE STREET SUITE 3B SANTA BARBARA CA 93105 990PF 2024-01-01 954073657 SANTA CRUZ ISLAND FOUNDATION SANT 8052206414 4994 CARPINTERIA AVENUE CARPINTERIA CA 930132034 MS MARLA DAILY PRESIDENT 8052206414 2025-07-14 1 0 ANDREW J TRICERRI P01729292 8059664157 2025-07-14 2024 2025-03-06 01:10:19Z X 7976101 X 720572 1534 1534 1534 59889 59889 59889 118836 302700 118836 118836 27726 995 26731 26731 460 460 460 928022 180719 207450 141333 0 0 127200 33923 0 0 30530 24461 0 0 22015 18205 9103 0 8192 14730 7365 0 6629 16477 8458 0 7217 15 0 0 0 44354 0 0 39919 67498 0 127624 24088 0 0 21679 31755 0 0 28580 4111 0 0 3700 135590 0 2564 116484 556540 24926 130188 412145 0 0 556540 24926 130188 412145 371482 155793 77262 137697 43326 43326 299968 406090 406090 1655 31120 30723 30723 106159 1112852 1225911 1522044 919127 951743 4938611 1189913 3785087 3748698 3748698 1569610 1569610 1569610 7453340 7830426 7976101 717 6321 717 6321 X 0 0 0 0 7452623 7824105 7452623 7824105 7453340 7830426 7452623 371482 0 7824105 0 7824105 GAIN ON SALE OF PUBLICILY TRADED SECURITIES - DETAIL AVAILABLE UPON REQUEST 2024-01-01 2024-12-31 302700 183864 118836 118836 118836 118836 2166 0 2166 0 2166 3461 0 0 0 3461 0 1295 1295 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 WWW.SCIFOUNDATION.ORG MARLA DAILY 8052206414 4994 CARPINTERIA AVE CARPINTERIA CA 93013 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARLA DAILY 4994 CARPINTERIA AVE CARPINTERIA CA 93013 PRESIDENT 40.00 96000 23061 0 JOSEPH WALSH 4994 CARPINTERIA AVE CARPINTERIA CA 93013 CHAIRMAN 1.00 0 0 0 KRISTIN LARSON 4994 CARPINTERIA AVE CARPINTERIA CA 93013 SECRETARY (CURRENT) 1.00 0 0 0 ERIC P HVOLBOLL 4994 CARPINTERIA AVE CARPINTERIA CA 93013 SECRETARY (FORMER) 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 ROBERT DUNCAN 4994 CARPINTERIA AVE CARPINTERIA CA 93013 CO CHAIRMAN 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 JUSTINIAN BROCK 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 TONY PAPA 4994 CARPINTERIA AVE CARPINTERIA CA 93013 TREASURER 1.00 0 0 0 EMILY DUNCAN 4994 CARPINTERIA AVE CARPINTERIA CA 93013 EXECUTIVE DIRECTOR 40.00 45333 1400 0 NONE 0 NONE 0 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. 372347 CONCEPTION EVENT - MEMORIALIZING IN PERPETUITY THE LARGEST MARITIME TRAGEDY IN HISTORY OF THE CALIFORNIA CHANNEL ISLANDS; THE SINKING OF THE DIVE BOAT CONCEPTION THAT TOOK 34 LIVES; BY UNVEILING A 10 FT TALL GRANITE MONUMENT FOR PERMANENT DISPLAY IN THE ISLAND COURTYARD OF THE CHRISMAN CALIFORNIA ISLAND CENTER, CREATED BY THE SANTA CRUZ ISLAND FOUNDATION. 2476 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. 32039 HOSTED ANNUAL ALL EIGHT EVENT FOR MEMBERS WHO HAVE BEEN TOALL EIGHT ISLANDS. 4819 0 2062557 430199 30897 2523653 0 0 2523653 37855 2485798 124290 X 412145 0 412145 0 0 0 118747 118747 0 0 0 0 0 0 0 118747 0 0 0 0 0 0 118747 0 2020-06-23 X 77262 92527 0 101841 271630 65673 78648 0 86565 230886 412145 319788 256823 227273 1216029 0 0 0 0 0 412145 319788 256823 227273 1216029 0 0 82860 78439 76485 67894 305678 0 0 0 0 MARLA DAILY X 0 0 14 1534 14 59889 14 460 18 118836 -39334 26731 0 180719 -12603 168116 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 CONCEPTION EVENT - MEMORIALIZING IN PERPETUITY THE LARGEST MARITIME TRAGEDY IN HISTORY OF THE CALIFORNIA CHANNEL ISLANDS; THE SINKING OF THE DIVE BOAT CONCEPTION THAT TOOK 34 LIVES; BY UNVEILING A 10 FT TALL GRANITE MONUMENT FOR PERMANENT DISPLAY IN THE ISLAND COURTYARD OF THE CHRISMAN CALIFORNIA ISLAND CENTER. 9 HOSTED ANNUAL ALL EIGHT EVENT FOR MEMBERS WHO HAVE BEEN TO ALL EIGHT ISLANDS. 10 BOOKS AND PUBLICATIONS RELATED TO HISTORY OF SANTA BARBARA CHANNEL ISLANDS WERE AVAILABLE FOR SALE. 0 0 0 0 0 0 0 0 0 0 X X 1 BURTNESS WILLIAM 4994 CARPINTERIA AVE CARPINTERIA CA 93013 5350 X 2 HVOLBOLL ERIC 4994 CARPINTERIA AVE CARPINTERIA CA 93013 13613 X 3 ROSE INGEBORG 4994 CARPINTERIA AVE CARPINTERIA CA 93013 105550 X 4 SCHLINGER CHRISMAN FOUNDATION 4994 CARPINTERIA AVE CARPINTERIA CA 93013 63699 X 5 CHILES FAMILY FUND AT EAST BAY COMUNITY 4994 CARPINTERIA AVE CARPINTERIA CA 93013 37500 X 6 CRANE GEOFFREY 4994 CARPINTERIA AVE CARPINTERIA CA 93013 6330 X 7 GARLAND REITER 4994 CARPINTERIA AVE CARPINTERIA CA 93013 15000 X 8 GREGORY PARKER 4994 CARPINTERIA AVE CARPINTERIA CA 93013 6330 X 9 GRIFFITHS CHARITABLE FOUNDATIONA 4994 CARPINTERIA AVE CARPINTERIA CA 93013 30000 X 10 HUTTON PARKER FOUNDATION 4994 CARPINTERIA AVE CARPINTERIA CA 93013 10000 X 11 JAMES DITTMAR TRUST 4994 CARPINTERIA AVE CARPINTERIA CA 93013 5000 X 12 LINDA AND LEIGHTON TAYLOR 4994 CARPINTERIA AVE CARPINTERIA CA 93013 5000 X 13 MARY BERGEN 4994 CARPINTERIA AVE CARPINTERIA CA 93013 7225 X 14 MATAWAN 4994 CARPINTERIA AVE CARPINTERIA CA 93013 10000 X 15 MIRIAM MICHAELIS 4994 CARPINTERIA AVE CARPINTERIA CA 93013 5950 X 16 NANCY HUFF 4994 CARPINTERIA AVE CARPINTERIA CA 93013 5000 X 17 PAUL PETRICH 4994 CARPINTERIA AVE CARPINTERIA CA 93013 5064 X 18 ROBERT BROOKS 4994 CARPINTERIA AVE CARPINTERIA CA 93013 10898 X 19 ROBERT DUNCAN 4994 CARPINTERIA AVE CARPINTERIA CA 93013 5500 X 20 THE JOSEPH FIDLER WALSH FOUNDATION 4994 CARPINTERIA AVE CARPINTERIA CA 93013 25000 X 21 THE NATURE CONSERVANCY 4994 CARPINTERIA AVE CARPINTERIA CA 93013 21721 X 22 THOMAS DONNELLY 4994 CARPINTERIA AVE CARPINTERIA CA 93013 8694 X 23 VL DE LUCA 4994 CARPINTERIA AVE CARPINTERIA CA 93013 5000 X 24 WAYNE HUFF 4994 CARPINTERIA AVE CARPINTERIA CA 93013 6750 X 25 WILLIAM MAY GARLAND III 4994 CARPINTERIA AVE CARPINTERIA CA 93013 20000 X 26 CHEVRON 4994 CARPINTERIA AVE CARPINTERIA CA 93013 10000 X 27 MARLA DAILY 4994 CARPINTERIA AVE CARPINTERIA CA 93013 82035 X 28 ISLAND PACKERS 4994 CARPINTERIA AVE CARPINTERIA CA 93013 5000 X BOOKKEEPING AND ACCOUNTING 14730 7365 0 6629 WEBSITE 2023-11-09 3900 217 36.000000000000 1300 0 1300 1517 WEBSITE 2024-07-30 9100 36.000000000000 1264 0 1264 1264 PAINTING - SCHLOSS 1990-01-01 1400 1400 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 7195 7148 SL 0.000000000000 0 0 0 ARTWORK 1994-07-01 1150 1150 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 7648 3507 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 20187 20187 SL 5.000000000000 0 0 0 WINE EQUIPMENT 1995-10-11 1025 1025 SL 7.000000000000 0 0 0 ALARM SYSTEM 1988-08-31 1135 1135 SL 5.000000000000 0 0 0 STEEL STORAGE CONTAINER 1988-07-31 2505 2502 SL 18.000000000000 0 0 0 TELEPHONE 1988-07-31 212 212 SL 8.000000000000 0 0 0 KABOTA MX5000D 2002-09-01 22620 22620 SL 5.000000000000 0 0 0 RHINO TW-60 ROTARY MOWER 2002-09-01 2377 2377 SL 5.000000000000 0 0 0 2002 FORD THINK ELECTRIC 2002-09-27 7435 7435 SL 5.000000000000 0 0 0 FORD F-250 SD RCAB 2004-02-03 28900 17990 200DB 5.000000000000 0 0 0 DELL COMPUTER 2006-03-17 2004 2004 200DB 5.000000000000 0 0 0 MARLA'S MAC COMPUTER 2006-07-14 2903 2903 200DB 5.000000000000 0 0 0 DELL PROJECTOR 2006-11-01 1044 1044 200DB 5.000000000000 0 0 0 SOFTWARE-RESEARCH 2006-03-17 764 764 200DB 5.000000000000 0 0 0 2008 MACBOOK PRO 2008-06-30 2192 1096 200DB 5.000000000000 0 0 0 IMAC 20IN COMPUTER 2008-06-30 1800 900 200DB 5.000000000000 0 0 0 IMAC COMPUTER 2010-06-09 1190 1190 200DB 5.000000000000 0 0 0 MAC COMPUTER 2011-06-30 2085 200DB 5.000000000000 0 0 0 LATERAL FILE CABINET 2014-09-30 515 515 200DB 5.000000000000 0 0 0 2015 FORD EXPLORER 2015-02-26 37218 37218 200DB 5.000000000000 0 0 0 GRANITE MEMORIAL FOR SAN MIGUEL 2016-09-28 4750 2646 150DB 15.000000000000 281 0 317 APPLE LAPTOP 2016-12-28 1747 1747 200DB 5.000000000000 0 0 0 4994 CARPINTERIA AVE - BUILDING 2019-10-30 900000 97116 SL 39.000000000000 23077 0 23077 4994 CARPINTERIA AVE - LAND 2019-10-30 2100000 L 0 0 0 ARCHITECTURE & ENGINEERS (BUILDING RELATED) 2020-06-30 85502 7764 SL 39.000000000000 2192 0 2192 APPLE LAPTOP MVVM2LL/A 2020-12-20 3077 2446 200DB 5.000000000000 337 0 615 BUILDING IMPROVEMEMTS 2021-12-04 428191 22415 SL 39.000000000000 10979 0 10979 ARCHIVES SHELVING 2021-08-04 94697 200DB 7.000000000000 0 0 13528 GLASS DISPLAYS 2021-12-09 9500 200DB 7.000000000000 0 0 1357 EXHIBITS GLASS DISPLAYS 2021-12-07 34352 200DB 7.000000000000 0 0 4907 IMPROVEMENTS 2024-04-04 64951 SL 39.000000000000 1180 0 1180 GARDEN/OUTSIDE 2022-12-05 29970 150DB 15.000000000000 0 0 1998 LANDSCPAPING 2022-12-02 12474 150DB 15.000000000000 0 0 832 ARCHITECTS AND ENGINEER 2022-09-13 9901 328 SL 39.000000000000 254 0 254 ARCHIVES 2022-11-15 7125 200DB 7.000000000000 0 0 1018 SECURITY ALARM 2022-06-10 2269 200DB 7.000000000000 0 0 324 IMPROVEMENTS 2024-04-04 107164 SL 39.000000000000 1946 0 1946 DISPLAYS 2022-12-27 125732 200DB 7.000000000000 0 0 17962 EXHIBITS 2022-12-13 1930 200DB 7.000000000000 0 0 276 PERMITS 2022-11-02 3319 96 SL 39.000000000000 85 0 85 PERMITS 2023-05-27 13563 217 SL 39.000000000000 348 0 348 DESIGN CONSULTATION 2023-12-04 3350 4 SL 39.000000000000 86 0 86 IMPROVEMENTS 2024-04-04 35893 SL 39.000000000000 652 0 652 ARCHIVES 2023-10-18 5127 37 200DB 7.000000000000 282 0 732 ARCHITECTS AND ENGINEER 2023-07-25 23513 276 SL 39.000000000000 603 0 603 LANDSCPAPING 2023-09-05 3000 23 150DB 15.000000000000 58 0 200 GARDEN/OUTSIDE 2023-12-29 629717 1574 150DB 15.000000000000 12437 0 41981 IMPROVEMENTS 2024-05-29 3677 SL 39.000000000000 59 0 59 GARDEN/OUTSIDE 2024-11-18 20896 150DB 15.000000000000 12642 0 116 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:____________ CORPORATE STOCKS 1112852 1225911 MONEY MARKET MUTUAL FUND AT COST 53392 53392 FIXED INCOME ETP'S AT COST 679517 690912 OTHER AT COST 186218 207439 PAINTING - SCHLOSS 1400 1400 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 7195 7148 47 47 ARTWORK 1150 1150 0 0 HEADSTONE (SRI) 752 361 391 391 ARTWORK 726 342 384 384 ARTWORK 7648 3507 4141 4141 ARTWORK 727 316 411 411 ARTWORK 400 173 227 227 2001 JEEP WRANGLER 20187 20187 0 0 WINE EQUIPMENT 1025 1025 0 0 ALARM SYSTEM 1135 1135 0 0 STEEL STORAGE CONTAINER 2505 2502 3 3 TELEPHONE 212 212 0 0 KABOTA MX5000D 22620 22620 0 0 RHINO TW-60 ROTARY MOWER 2377 2377 0 0 2002 FORD THINK ELECTRIC 7435 7435 0 0 FORD F-250 SD RCAB 28900 28900 0 0 DELL COMPUTER 2004 2004 0 0 MARLA'S MAC COMPUTER 2903 2903 0 0 DELL PROJECTOR 1044 1044 0 0 SOFTWARE-RESEARCH 764 764 0 0 2008 MACBOOK PRO 2192 2192 0 0 IMAC 20IN COMPUTER 1800 1800 0 0 IMAC COMPUTER 1190 1190 0 0 MAC COMPUTER 2085 2085 0 0 LATERAL FILE CABINET 515 515 0 0 2015 FORD EXPLORER 37218 37218 0 0 GRANITE MEMORIAL FOR SAN MIGUEL 4750 2927 1823 1823 APPLE LAPTOP 1747 1747 0 0 4994 CARPINTERIA AVE - BUILDING 900000 120193 779807 779807 4994 CARPINTERIA AVE - LAND 2100000 0 2100000 2100000 ARCHITECTURE & ENGINEERS (BUILDING RELATED) 85502 9956 75546 75546 APPLE LAPTOP MVVM2LL/A 3077 2783 294 294 BUILDING IMPROVEMEMTS 428191 33394 394797 394797 ARCHIVES SHELVING 94697 94697 0 0 GLASS DISPLAYS 9500 9500 0 0 EXHIBITS GLASS DISPLAYS 34352 34352 0 0 IMPROVEMENTS 64951 1180 63771 63771 GARDEN/OUTSIDE 29970 29970 0 0 LANDSCPAPING 12474 12474 0 0 ARCHITECTS AND ENGINEER 9901 582 9319 9319 ARCHIVES 7125 7125 0 0 SECURITY ALARM 2269 2269 0 0 IMPROVEMENTS 107164 1946 105218 105218 DISPLAYS 125732 125732 0 0 EXHIBITS 1930 1930 0 0 PERMITS 3319 181 3138 3138 WEBSITE 3900 1517 2383 2383 PERMITS 13563 565 12998 12998 DESIGN CONSULTATION 3350 90 3260 3260 IMPROVEMENTS 35893 652 35241 35241 ARCHIVES 5127 4421 706 706 ARCHITECTS AND ENGINEER 23513 879 22634 22634 LANDSCPAPING 3000 2481 519 519 GARDEN/OUTSIDE 629717 517785 111932 111932 WEBSITE 9100 1264 7836 7836 IMPROVEMENTS 3677 59 3618 3618 GARDEN/OUTSIDE 20896 12642 8254 8254 LEGAL 18205 9103 0 8192 COLLECTIONS 1568116 1568116 1568116 ORGANIZATION COSTS 1494 1494 1494 INSURANCE 20462 0 0 18416 SUPPLIES 43545 0 0 39607 DUES AND FEES 10558 0 0 0 SPECIAL EVENT DIRECT EXPENSES 54929 0 0 54929 PROMOTIONAL MATERIAL 3532 0 0 3532 AMORTIZATION 2564 0 2564 0 ROYALTY INCOME 460 460 460 INVESTMENT FEES 8458 8458 0 0 COMPUTER CONSULTING 8019 0 0 7217 PAYROLL TAXES 44354 0 0 39919