2016-08-12T18:46:39-05:00 2015-12-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990PF 2015-01-01 954073657 SANTA CRUZ ISLAND FOUNDATION SANT 8052206414 5045 WULLBRANDT WAY CARPINTERIA CA 93013 MS MARLA DAILY PRESIDENT 8052206414 2016-07-28 1 CHRISLEY N REED CPA P00025230 8059629175 2015 2016-09-27 15:27:22Z X 3532293 X 74645 545 545 31032 31032 121748 274327 108748 14367 6382 7985 38229 654 274184 140979 95750 0 86175 28138 0 25324 7557 3779 3401 25541 9407 14520 7542 0 6788 7678 0 23975 0 21578 6929 0 6236 4120 0 3708 51834 0 24746 259064 13186 192476 0 0 259064 13186 192476 15120 127793 217522 259331 259331 37202 30820 30820 3190 3190 3190 1357720 1420188 1589819 158392 46515 46515 160177 124599 6038 35578 35578 1567040 1567040 1567040 3347104 3362662 3532293 169 607 169 607 X 0 0 0 0 3346935 3362055 3346935 3362055 3347104 3362662 3346935 15120 0 3362055 0 3362055 FIDELITY #649-262315 - DETAIL AVAILABLE UPON REQUEST P 2015-12-31 261327 152579 108748 108748 108748 0 188104 2204491 0.085328 218814 2119068 0.103260 207629 1736148 0.119592 304189 1969655 0.154438 309101 2177289 0.141966 0.604584 0.120917 2020613 244326 1278 245604 192476 2556 0 2556 0 2556 6153 6153 3597 3597 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 95750 28138 0 JOSEPH FIDLER 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 BRAD AVERY 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. 168590 HOSTED MASS OF CONSECRATION ON THE FEAST OF THE HOLY CROSS IN MAY AT THE SANTA CRUZ ISLAND CHAPEL. 18856 HOSTED ANNUAL SANTA CRUZ ISLAND ADVISORY COUNCIL MEETING IN DECEMBER 2015. 5030 0 1791081 221292 39011 2051384 0 0 2051384 30771 2020613 101031 101031 2556 2556 98475 0 98475 0 98475 192476 0 192476 0 192476 98475 0 0 309963 206794 123694 115391 79788 835630 192476 0 0 0 98475 94001 0 0 929631 0 0 0 0 0 0 309963 619668 206794 123694 115391 79788 94001 X 0 0 14 545 14 31032 14 654 121748 37575 7985 0 32231 167308 199539 9 A.) 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 10 B.) 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. 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 JOSEPH WALSH 5045 WULLBRANDT WAY CARPINTERIA CA 93013 10000 X 2 JOHN CYNTHIA CHILES 220 HILLSIDE AVENUE PIEDMONT CA 94611 5000 X 3 FERGUSON PATERSON ORR CASE LLP 1050 S KIMBALL ROAD VENTURA CA 93001 5250 X 4 RON FUNK 752 WOODLAND DRIVE SANTA BARBARA CA 93108 30000 X BOOKKEEPING AND ACCOUNTING 7557 3779 3401 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 7148 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 2010 FORD EXPLORER 2009-12-31 28432 28432 200DB 5.000000000000 0 0 IMAC COMPUTER 2010-06-09 1190 1121 200DB 5.000000000000 69 0 MAC COMPUTER 2011-06-30 2085 200DB 5.000000000000 0 0 LATERAL FILE CABINET 2014-09-30 515 103 200DB 5.000000000000 165 0 2015 FORD EXPLORER 2015-02-26 37218 200DB 5.000000000000 7444 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:____________ SALE OF 2010 FORD EXPLORER PURCHASED 13000 0 13000 28432 CORPORATE STOCKS 1420188 1589819 MONEY MARKET MUTUAL FUND AT COST 46515 46515 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 7148 7148 0 0 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 515 268 247 247 2015 FORD EXPLORER 37218 7444 29774 29774 COLLECTIONS 1565546 1565546 1565546 ORGANIZATION COSTS 1494 1494 1494 INSURANCE 11105 0 9995 SUPPLIES 16843 0 14751 SPECIAL EVENT DIRECT EXPENSE 23886 0 0 ROYALTY INCOME 654 654 654 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 37575 37575 SALES TAX PAYABLE 169 607 INVESTMENT FEES 9407 9407 0 COMPUTER CONSULTING 8907 0 8016 OUTSIDE SERVICES 7227 0 6504 PAYROLL TAXES 7542 0 6788