2020-11-09T12:14:06-06:00 2019-12-31 952835976 MACFARLANE FALETTI & CO LLP 3757 STATE STREET SUITE 3B SANTA BARBARA CA 93105 990PF 2019-01-01 954073657 SANTA CRUZ ISLAND FOUNDATION SANT 8052206414 5045 WULLBRANDT WAY CARPINTERIA CA 93013 MS MARLA DAILY PRESIDENT 8052206414 2020-11-02 1 TRAVIS J WILSON P00544237 8059664157 64.88.174.3 2020-11-02 12:12:29 PS P AD1DD85E78CA5E68EA9F9CA601658059479DB4EE EDEBAFBCB13EC406441F982B62E887777B47DC69 2019 2021-04-22 16:20:28Z X 6308637 X 2381640 2556 2556 35471 35471 209760 516230 209760 1396 296 1100 49489 1006 2680016 248793 96000 0 86400 24000 0 21600 8650 4325 3893 44294 6842 33707 13469 0 6673 9635 0 30615 0 27554 11793 0 10614 1130 0 1017 66969 0 62546 306555 11167 254004 0 0 306555 11167 254004 2373461 237626 12138 39110 39110 1018688 184331 184331 31459 31816 31816 3446 3446 3446 1386959 1421037 1421037 30774 55401 55401 3166721 160275 16081 3006446 3006446 1567050 1567050 1567050 4066595 6308637 6308637 10527 5238 10527 5238 X 0 0 0 0 4056068 6303399 4056068 6303399 4066595 6308637 4056068 2373461 0 6429529 126130 6303399 GAIN ON SALE OF PUBLICLY TRADED STOCKS - DETAIL AVAILABLE UPON REQUEST P 2019-12-31 516230 306470 209760 209760 209760 0 211631 2723468 0.077706 233913 2206192 0.106026 230813 1964276 0.117505 192476 2020613 0.095256 188104 2204491 0.085328 0.481821 0.096364 2800194 269838 2376 272214 254004 4753 0 4753 0 4753 6000 0 0 6000 62 1185 1185 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 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 28200 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. 212789 HOSTED MASS OF CONSECRATION ON THE FEAST OF THE HOLY CROSS IN MAY AT THE SANTA CRUZ 1ISLAND CHAPEL. (5 DAYS) 35389 HOSTED ANNUAL SANTA CRUZ ISLAND ADVISORY COUNCIL MEETING IN DECEMBER. 5826 0 1962653 848555 31629 2842837 0 0 2842837 42643 2800194 140010 140010 4753 4753 135257 0 135257 0 135257 254004 0 254004 0 254004 135257 0 0 79788 94001 135045 127423 80977 517234 254004 0 0 0 135257 118747 0 0 635981 0 0 0 0 0 0 79788 556193 94001 135045 127423 80977 118747 X 0 0 14 2556 14 35471 14 1006 18 209760 7268 1100 0 248793 8368 257161 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. 0 0 0 0 0 0 0 0 0 0 X X 1 ABBOTT DUNCAN PO BOX 1322 CARPINTERIA CA 93014 20000 X 2 BROMFIELD ANN 1482 E VALLEY ROAD SANTA BARBARA CA 93108 5000 X 3 BROWN ANTHONY 6940 CASITAS PASS RD CARPINTERIA CA 93013 5000 X 4 BROWN JONATHAN 6910 CASITAS PASS ROAD CARPINTERIA CA 93013 5150 X 5 BYERS JACK 1510 DOVER RD SANTA BARBARA CA 93103 27777 X 6 DIEBENKORN CHRISTOPHER 397 GRAVATT DR BERKELY CA 94705 7000 X 7 DONNELLY THOMAS E P O BOX11307 BAINBRIDGE ISLAND WA 98110 6667 X 8 GLASSOW MICHAEL 727 E ANAPAMU SANTA BARBARA CA 93103 5000 X 9 GOODFIELD LLEW 3929 GOOTHILL RD CARPINTERIA CA 93013 10417 X 10 HICKS STEVEN 5902 VIA LEMORA GOLETA CA 93117 5000 X 11 HVOLBOLL ERIC 1111 VENADITO CANYON RD GOLETA CA 93117 27777 X 12 MICHAELIS MIRIAM 1482 E VLLEY ROAD SANTA BARBARA CA 93108 5000 X 13 MILLS DONALD 3418 FAIRMONT DR VENTURA CA 93003 31250 X 14 MULFORD JUDITH HAMNER 4709 SANDYAND 2 CARPINTERIA CA 93013 10000 X 15 NAKASHIMA TERESA 28830 KING ARTHUR CT RANCHO PALOS VERDES CA 90275 14000 X 16 PAPA TONY AND SABRINA 68 ALAMEDA PADRE SERRA SANTA BARBARA CA 93103 13880 X 17 PERSULAKES RICHARD 330 N ONTARE RD SANTA BARBARA CA 93105 20000 X 18 POWER DENNIS 1123 HARBOR HILLS LANE SANTA BARBARA CA 93109 20000 X 19 SCHLEY FAMILY TRUST 5519 SAN PATRICIO DR SANTA BARBARA CA 93111 5000 X 20 SCHLINGER CHRISMAN FOUNDATION PO BOX 803878 CHICAGO IL 60680 1510000 X 21 SPONSEL BOB 758 MISSION OAKS LANE SANTA BARBARA CA 93105 20000 X 22 STEWART BRENT 3889 CRESTSTONE PL SAN DIEGO CA 92130 5000 X 23 STURGESS THOMAS & HEATHER 1187 COAST VILLAGE RD SANTA BARBARA CA 93108 13889 X 24 TURNER JAN 427 APPIAN WAY VENTURA CA 93003 10000 X 25 WALSH JOSEPH F 5900 WILSHIRE BLVD 2300 LOS ANGELES CA 93036 17500 X 26 WESTCOTT KEITH R 157 BEECH ROAD NEWBURY PARK CA 91320 10150 X 27 AGIA INC 1155 EUGENIA PLACE CARPINTERIA CA 93013 25000 X 28 SANTA BARBARA FOUNDAITON 1111 CHAPALA STREET SUITE 200 SANTA BARBARA CA 93101 5000 X 29 TERRA MARINE RESEARCH & EDUCATION 4892 DORRANCE WAY CARPINTERIA CA 93013 480000 X BOOKKEEPING AND ACCOUNTING 8650 4325 3893 PAINTING - SCHLOSS 1990-01-01 1400 1400 SL 0.000000000000 0 0 PHOTOGRAPHS - DEWEY 1990-08-01 500 500 SL 0.000000000000 0 0 PASTEL DRAWINGS 1990-08-01 650 650 SL 0.000000000000 0 0 ARTWORK 1990-07-01 515 515 SL 0.000000000000 0 0 ARTWORK 1990-01-01 450 450 SL 0.000000000000 0 0 ARTWORK 1991-07-01 7195 7148 SL 0.000000000000 0 0 ARTWORK 1994-07-01 1150 1150 SL 0.000000000000 0 0 HEADSTONE (SRI) 1996-08-05 752 361 SL 0.000000000000 0 0 ARTWORK 1996-09-18 726 342 SL 0.000000000000 0 0 ARTWORK 1996-10-17 7648 3507 SL 0.000000000000 0 0 ARTWORK 1996-12-06 727 316 SL 0.000000000000 0 0 ARTWORK 1996-12-16 400 173 SL 0.000000000000 0 0 2001 JEEP WRANGLER 2001-05-12 20187 20187 SL 5.000000000000 0 0 WINE EQUIPMENT 1995-10-11 1025 1025 SL 7.000000000000 0 0 ALARM SYSTEM 1988-08-31 1135 1135 SL 5.000000000000 0 0 STEEL STORAGE CONTAINER 1988-07-31 2505 2502 SL 18.000000000000 0 0 TELEPHONE 1988-07-31 212 212 SL 8.000000000000 0 0 KABOTA MX5000D 2002-09-01 22620 22620 SL 5.000000000000 0 0 RHINO TW-60 ROTARY MOWER 2002-09-01 2377 2377 SL 5.000000000000 0 0 2002 FORD THINK ELECTRIC 2002-09-27 7435 7435 SL 5.000000000000 0 0 FORD F-250 SD RCAB 2004-02-03 28900 17990 200DB 5.000000000000 0 0 DELL COMPUTER 2006-03-17 2004 2004 200DB 5.000000000000 0 0 MARLA'S MAC COMPUTER 2006-07-14 2903 2903 200DB 5.000000000000 0 0 DELL PROJECTOR 2006-11-01 1044 1044 200DB 5.000000000000 0 0 SOFTWARE-RESEARCH 2006-03-17 764 764 200DB 5.000000000000 0 0 2008 MACBOOK PRO 2008-06-30 2192 1096 200DB 5.000000000000 0 0 IMAC 20IN COMPUTER 2008-06-30 1800 900 200DB 5.000000000000 0 0 IMAC COMPUTER 2010-06-09 1190 1190 200DB 5.000000000000 0 0 MAC COMPUTER 2011-06-30 2085 200DB 5.000000000000 0 0 LATERAL FILE CABINET 2014-09-30 515 485 200DB 5.000000000000 30 0 2015 FORD EXPLORER 2015-02-26 37218 30787 200DB 5.000000000000 4287 0 GRANITE MEMORIAL FOR SAN MIGUEL 2016-09-28 4750 1095 150DB 15.000000000000 366 0 APPLE LAPTOP 2016-12-28 1747 1386 200DB 5.000000000000 144 0 4994 CARPINTERIA AVE - BUILDING 2019-10-30 900000 SL 39.000000000000 4808 0 4994 CARPINTERIA AVE - LAND 2019-10-30 2100000 L 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 1421037 1421037 MONEY MARKET MUTUAL FUND AT COST 55401 55401 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 35074 2144 2144 GRANITE MEMORIAL FOR SAN MIGUEL 4750 1461 3289 3289 APPLE LAPTOP 1747 1530 217 217 4994 CARPINTERIA AVE - BUILDING 900000 4808 895192 895192 4994 CARPINTERIA AVE - LAND 2100000 0 2100000 2100000 COLLECTIONS 1565556 1565556 1565556 ORGANIZATION COSTS 1494 1494 1494 PRIOR PERIOD NON-CASH BOOK ADJUSTMENT 126130 INSURANCE 19785 0 17807 SUPPLIES 7931 0 7174 DUES AND FEES 1688 0 0 SPECIAL EVENT DIRECT EXPENSES 37097 0 37097 PROMOTIONAL MATERIAL 468 0 468 ROYALTY INCOME 1006 1006 1006 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 48483 48483 INVESTMENT FEES 6842 6842 0 COMPUTER CONSULTING 10067 0 9060 OUTSIDE SERVICES 27385 0 24647 PAYROLL TAXES 7414 0 6673 EXCISE TAXES 6055 0 0