2021-10-15T18:43:09-05:00 2020-12-31 952835976 MACFARLANE FALETTI & CO LLP 3757 STATE STREET SUITE 3B SANTA BARBARA CA 93105 990PF 2020-01-01 954073657 SANTA CRUZ ISLAND FOUNDATION SANT 8052206414 4994 CARPINTERIA AVENUE CARPINTERIA CA 930132034 MS MARLA DAILY PRESIDENT 8052206414 2021-10-01 1 MS MARLA DAILY 999009999 TRAVIS J WILSON P00544237 8059664157 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 7444824 X 579453 364 364 364 32023 32023 32023 159620 624785 159620 159620 1486 296 1190 1190 724 724 724 773374 192731 193921 96000 0 0 86400 12500 0 0 11250 24000 0 0 21600 9984 4992 0 4493 37659 9030 0 24335 13646 0 0 7781 27037 0 26040 40625 0 0 36563 3119 0 0 2807 1578 0 0 1420 59062 0 0 46611 325210 14022 26040 243260 300 300 325510 14022 26040 243560 447864 178709 167881 39110 45465 45465 184331 557732 557732 6933 6933 6933 31816 32839 32839 3446 3771 3771 1421037 1280667 1967002 55401 193484 193484 3255300 187312 3006446 3067988 3067988 1567050 1569610 1569610 6308637 6758489 7444824 5238 7226 5238 7226 X 0 0 0 0 6303399 6751263 6303399 6751263 6308637 6758489 6303399 447864 0 6751263 0 6751263 GAIN ON SALE OF PUBLICLY TRADED STOCKS - DETAIL AVAILABLE UPON REQUEST 2020-01-01 2020-12-31 624785 465165 159620 159620 159620 159620 2484 0 2484 0 2484 6185 0 0 0 6185 0 3701 3701 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 5045 WULLBRANDT WAY 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 5045 WULLBRANDT WAY CARPINTERIA CA 93013 PRESIDENT 40.00 96000 27850 0 JOSEPH WALSH 5045 WULLBRANDT WAY CARPINTERIA CA 93013 CHAIRMAN 1.00 0 0 0 ERIC P HVOLBOLL 5045 WULLBRANDT WAY CARPINTERIA CA 93013 SECRETARY 1.00 0 0 0 JUSTINIAN BROCK 5045 WULLBRANDT WAY CARPINTERIA CA 93013 TREASURER 1.00 0 0 0 CHRISTOPHER DIEBENKORN 5045 WULLBRANDT WAY CARPINTERIA CA 93013 DIRECTOR 0.50 0 0 0 DENNIS POWER 5045 WULLBRANDT WAY CARPINTERIA CA 93013 DIRECTOR 0.50 0 0 0 SHULL BONSALL JR 5045 WULLBRANDT WAY CARPINTERIA CA 93013 DIRECTOR 0.50 0 0 0 ROGER CHRISMAN 5045 WULLBRANDT WAY CARPINTERIA CA 93013 DIRECTOR 0.50 0 0 0 BOB DUNCAN 5045 WULLBRANDT WAY CARPINTERIA CA 93013 DIRECTOR 0.50 0 0 0 SUE PARKER 5045 WULLBRANDT WAY CARPINTERIA CA 93013 DIRECTOR 0.50 0 0 0 TIM VAIL 5045 WULLBRANDT WAY CARPINTERIA CA 93013 DIRECTOR 0.50 0 0 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. 239151 0 1475294 253770 32788 1761852 0 0 1761852 26428 1735424 86771 X 243560 0 243560 0 243560 0 0 0 94001 135045 127423 80977 118747 556193 0 0 0 0 0 0 0 556193 0 0 0 0 0 0 94001 462192 135045 127423 80977 118747 2020-06-23 X 86771 140010 136173 69922 432876 73755 119009 115747 59434 367945 243560 254004 211631 235823 945018 0 0 0 0 0 243560 254004 211631 235823 945018 0 0 57847 93340 90782 73540 315509 0 0 0 0 X CATALINA CHIMES TOWER FOUNDATION PO BOX 677 AVALON CA 90704 NONE 501(C)(3) CAROL OF THE BELLS 300 300 0 14 364 14 32023 14 724 18 159620 1190 0 192731 1190 193921 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 CHILES JOHN & CYNTHIA 1301 DOVE ST NEWPORT BEACH CA 92660 203000 X 2 SCHLINGER CHRISMAN FOUNDATION PO BOX 803878 CHICAGO IL 60680 50000 X 3 MICHAELIS MIRIAM 1482 E VLLEY ROAD SANTA BARBARA CA 93108 30000 X 4 AGIA INC 1155 EUGENIA PLACE CARPINTERIA CA 93013 25000 X 5 WALSH JOSEPH F 5900 WILSHIRE BLVD 2300 LOS ANGELES CA 93036 23500 X 6 HUTTON PARKER FOUNDATION 15 E CARRILLO ST SANTA BARBARA CA 93101 22543 X 7 REITER FAMILY FOUNDATION 411 WALKER ST WATSONVILLE CA 95076 20000 X 8 PAPA TONY AND SABRINA 68 ALAMEDA PADRE SERRA SANTA BARBARA CA 93103 14786 X 9 NAKASHIMA TERESA 28830 KING ARTHUR CT RANCHO PALOS VERDES CA 90275 14085 X 10 STURGESS THOMAS & HEATHER 1187 COAST VILLAGE RD SANTA BARBARA CA 93108 13889 X 11 ORFALEA NATALIE PO BOX 50736 SANTA BARBARA CA 93150 13666 X 12 GOODFIELD LLEW 3929 GOOTHILL RD CARPINTERIA CA 93013 10417 X 13 MULFORD JUDITH HAMNER 4709 SANDYAND 2 CARPINTERIA CA 93013 10000 X 14 VENTURA COUNTY SHERIFF DEPT 12486 SISAR RD OJAI CA 93023 9000 X 15 DONNELLY THOMAS E P O BOX11307 BAINBRIDGE ISLAND WA 98110 6667 X 16 YOUNG MENS CHRISTIAN ASSOC 31105 THOUSAND OAKS BLVD WESTLAKE VILLAGE CA 91362 6085 X 17 CRANE GEOFF 21 CRESTVIEW LANE SANTA BARBARA CA 93108 6000 X 18 STEWART BRENT 3889 CRESTSTONE PL SAN DIEGO CA 92130 5000 X 19 GLASSOW MICHAEL 727 E ANAPAMU SANTA BARBARA CA 93103 5000 X 20 BROWN ANTHONY 6940 CASITAS PASS RD CARPINTERIA CA 93013 5000 X 21 TYLER SAM 1295 MESA RD SANTA BARBARA CA 93108 5000 X 22 TYLER MAX 1467 MONTE VISTA RD SANTA BARBARA CA 93108 1000 X BOOKKEEPING AND ACCOUNTING 9984 4992 0 4493 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 35074 200DB 5.000000000000 2144 0 1241 GRANITE MEMORIAL FOR SAN MIGUEL 2016-09-28 4750 1461 150DB 15.000000000000 329 0 317 APPLE LAPTOP 2016-12-28 1747 1530 200DB 5.000000000000 145 0 217 4994 CARPINTERIA AVE - BUILDING 2019-10-30 900000 4808 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 SL 39.000000000000 1188 0 1188 APPLE LAPTOP MVVM2LL/A 2020-12-20 3077 200DB 5.000000000000 154 0 0 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 1280667 1967002 MONEY MARKET MUTUAL FUND AT COST 193484 193484 PAINTING - SCHLOSS 1400 1400 0 PHOTOGRAPHS - DEWEY 500 500 0 PASTEL DRAWINGS 650 650 0 ARTWORK 515 515 0 ARTWORK 450 450 0 ARTWORK 7195 7148 47 ARTWORK 1150 1150 0 HEADSTONE (SRI) 752 361 391 ARTWORK 726 342 384 ARTWORK 7648 3507 4141 ARTWORK 727 316 411 ARTWORK 400 173 227 2001 JEEP WRANGLER 20187 20187 0 WINE EQUIPMENT 1025 1025 0 ALARM SYSTEM 1135 1135 0 STEEL STORAGE CONTAINER 2505 2502 3 TELEPHONE 212 212 0 KABOTA MX5000D 22620 22620 0 RHINO TW-60 ROTARY MOWER 2377 2377 0 2002 FORD THINK ELECTRIC 7435 7435 0 FORD F-250 SD RCAB 28900 28900 0 DELL COMPUTER 2004 2004 0 MARLA'S MAC COMPUTER 2903 2903 0 DELL PROJECTOR 1044 1044 0 SOFTWARE-RESEARCH 764 764 0 2008 MACBOOK PRO 2192 2192 0 IMAC 20IN COMPUTER 1800 1800 0 IMAC COMPUTER 1190 1190 0 MAC COMPUTER 2085 2085 0 LATERAL FILE CABINET 515 515 0 2015 FORD EXPLORER 37218 37218 0 GRANITE MEMORIAL FOR SAN MIGUEL 4750 1790 2960 APPLE LAPTOP 1747 1675 72 4994 CARPINTERIA AVE - BUILDING 900000 27885 872115 4994 CARPINTERIA AVE - LAND 2100000 0 2100000 ARCHITECTURE & ENGINEERS (BUILDING RELATED) 85502 1188 84314 APPLE LAPTOP MVVM2LL/A 3077 154 2923 COLLECTIONS 1565556 1568116 1568116 ORGANIZATION COSTS 1494 1494 1494 INSURANCE 20849 0 0 18764 SUPPLIES 6605 0 0 5945 DUES AND FEES 8354 0 0 0 SPECIAL EVENT DIRECT EXPENSES 9361 0 0 9361 PROMOTIONAL MATERIAL 375 0 0 375 EXHIBITS 13518 0 0 12166 ROYALTY INCOME 724 724 724 INVESTMENT FEES 9030 9030 0 0 COMPUTER CONSULTING 4148 0 0 3733 OUTSIDE SERVICES 21303 0 0 19172 LEGAL 3178 0 0 1430 PAYROLL TAXES 8646 0 0 7781 EXCISE TAXES 5000 0 0 0