2019-11-07T11:37:47-06:00 2018-12-31 952835976 MACFARLANE FALETTI & CO LLP 115 E MICHELTORENA ST 200 SANTA BARBARA CA 93101 990PF 2018-01-01 954073657 SANTA CRUZ ISLAND FOUNDATION SANT 8052206414 5045 WULLBRANDT WAY CARPINTERIA CA 93013 MS MARLA DAILY PRESIDENT 8052206414 2019-11-04 1 TRAVIS J WILSON P00544237 8059664157 64.88.174.3 2019-11-04 10:04:42 PS P 8538ED07B09E526FF20C1F58B2F6F3372278E923 F61531D62E64078114A1E46C882D3C1EFFC0D9D3 2018 2020-03-31 21:24:44Z X 4066595 X 514809 2552 2552 35020 35020 251099 456573 251099 1748 604 1144 55742 544 860366 289215 96000 0 86400 28200 0 25380 1109 0 998 6413 3207 2886 27662 10081 15822 12456 0 6710 5126 0 23191 0 20871 25428 0 22885 4867 0 4380 55231 0 25299 285683 13288 211631 0 0 285683 13288 211631 574683 275927 28813 12138 12138 413793 1018688 1018688 30453 31459 31459 3367 3446 3446 1139804 1386959 1386959 288818 30774 30774 166721 150640 21407 16081 16081 1568360 1567050 1567050 3494815 4066595 4066595 13430 10527 13430 10527 X 0 0 0 0 3481385 4056068 3481385 4056068 3494815 4066595 3481385 574683 0 4056068 0 4056068 GAIN ON SALE OF PUBLICLY TRADED STOCKS - DETAIL AVAILABLE UPON REQUEST P 2018-12-31 456573 205474 251099 251099 251099 0 233913 2206192 0.106026 230813 1964276 0.117505 192476 2020613 0.095256 188104 2204491 0.085328 218814 2119068 0.103260 0.507375 0.101475 2723468 276364 2759 279123 211631 5519 0 5519 0 5519 5464 0 0 5464 0 55 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. 211631 HOSTED MASS OF CONSECRATION ON THE FEAST OF THE HOLY CROSS IN MAY AT THE SANTA CRUZ 1ISLAND CHAPEL. (5 DAYS) 19122 HOSTED ANNUAL SANTA CRUZ ISLAND ADVISORY COUNCIL MEETING IN DECEMBER. 3473 HOSTED ANNUAL ALL EIGHT EVENT FOR MEMBERS WHO HAVE BEEN TO ALL EIGHT ISLANDS. 4526 0 1989524 744519 30899 2764942 0 0 2764942 41474 2723468 136173 136173 5519 5519 130654 0 130654 0 130654 211631 0 211631 0 211631 130654 0 0 115391 79788 94001 135045 127423 551648 211631 0 0 0 130654 80977 0 0 632625 0 0 0 0 0 0 115391 517234 79788 94001 135045 127423 80977 X 0 0 14 2552 14 35020 14 544 18 251099 28077 1144 0 289215 29221 318436 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 ROBERT DUNCAN 4015 BAJADA LANE SANTA BARBARA CA 93110 42034 X 2 LLEW GOODFIELD 3929 FOOTHILL ROAD CARPINTERIA CA 93013 11497 X 3 STEVE HICKS 5902 VIA LEMORA GOLETA CA 93117 10445 X 4 JOSEPH WALSH 5900 WILSHIRE BLVD 2300 LOS ANGELES CA 93036 9000 X 5 FRED AND MARIANNE BAILARD 1254 EL HITO CIRCLE PACIFIC PALISADES CA 90272 50000 X 6 SHULL BONSALL 1 CAADA LARGA RD VENTURA CA 93001 20000 X 7 KENT BULLARD 968 ALBANY AVE VENTURA CA 93004 20985 X 8 JACK BYERS 1510 DOVER RD SANTA BARBARA CA 93103 14734 X 9 CHARLES W MCLAUGHLIN TRUST 2230 GREENCASTLE LN OXNARD CA 93035 20000 X 10 CHRISTOPHER DIEBENKORN 397 GRAVATT DR BERKELEY CA 94705 103250 X 11 THOMAS E DONNELLY TO BE PROVIDED TO BE PROVIDED CA 93101 6727 X 12 MICHAEL GLASSOW 727 E ANAPAMU ST SANTA BARBARA CA 93103 5670 X 13 MIRIAM MICHAELIS 1482 EAST VALLEY ROAD 577 SANTA BARBARA CA 93108 6225 X 14 DONALD MILLS 3418 FAIRMONT DR VENTURA CA 93003 31820 X 15 RON NICHOLS 1306 SAN MIGUEL AVE SANTA BARBARA CA 93109 23031 X 16 SANTA BARBARA FOUNDATION 1111 CHAPALA ST 200 SANTA BARBARA CA 93101 5500 X 17 BRENT STEWART 3889 CRESTSTONE PL SAN DIEGO CA 92130 5330 X 18 THOMAS AND HEATHER STURGESS 1187 COAST VILLAGE RD 419 SANTA BARBARA CA 93108 14009 X 19 TIM VAIL 1081 VIA CHAPARRAL SANTA BARBARA CA 93105 43922 X 20 REV FRANCIS J WEBER 15151 SAN FERNANDO MISSION BLVD MISSION HILLS CA 91345 20000 X 21 MARIA DAILY 4892 DORRANCE WAY CARPINTERIA CA 93013 20121 X BOOKKEEPING AND ACCOUNTING 6413 3207 2886 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 2014-09-30 515 426 200DB 5.000000000000 59 0 2015 FORD EXPLORER 2015-02-26 37218 26500 200DB 5.000000000000 4287 0 GRANITE MEMORIAL FOR SAN MIGUEL 2016-09-28 4750 689 150DB 15.000000000000 406 0 APPLE LAPTOP 2016-12-28 1747 1012 200DB 5.000000000000 374 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 1386959 1386959 MONEY MARKET MUTUAL FUND AT COST 30774 30774 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 515 485 30 30 2015 FORD EXPLORER 37218 30787 6431 6431 GRANITE MEMORIAL FOR SAN MIGUEL 4750 1095 3655 3655 APPLE LAPTOP 1747 1386 361 361 LEGAL FEES 1109 0 998 COLLECTIONS 1565546 1565556 1565556 ORGANIZATION COSTS 1494 1494 1494 OTHER RECEIVABLES 1320 0 0 INSURANCE 18122 0 16310 SUPPLIES 7009 0 6308 DUES AND FEES 2979 0 2681 SPECIAL EVENT DIRECT EXPENSES 27121 0 0 ROYALTY INCOME 544 544 544 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 55198 55198 INVESTMENT FEES 10081 10081 0 COMPUTER CONSULTING 7216 0 6494 OUTSIDE SERVICES 10365 0 9328 PAYROLL TAXES 7456 0 6710 EXCISE TAXES 5000 0 0