2015-07-02T17:15:17-05:00 2014-12-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990PF 2014-01-01 954073657 SANTA CRUZ ISLAND FOUNDATION SANT 8052206414 5045 WULLBRANDT WAY CARPINTERIA CA 93013 MS MARLA DAILY PRESIDENT 8052206414 2015-06-16 1 CHRISLEY N REED CPA P00025230 8059629175 2014 2016-02-25 16:41:14Z X 3776409 X 29042 635 635 30365 30365 77384 380491 77384 4646 2194 2452 35073 499 174951 108883 95000 0 85500 11580 0 10422 23750 0 21375 7411 3706 3335 25146 9717 7873 15964 0 7524 2963 0 22727 0 20454 9300 0 8370 1596 0 1436 46840 0 21815 262277 13423 188104 0 0 262277 13423 188104 -87326 95460 218899 217522 217522 38862 37202 37202 3190 3190 3190 1222682 1357720 1787437 375305 158392 158392 151391 145353 8486 6038 5626 1567040 1567040 1567040 3434464 3347104 3776409 203 169 203 169 X 0 0 0 0 3434261 3346935 3434261 3346935 3434464 3347104 3434261 -87326 0 3346935 0 3346935 FIDELITY INVESTMENTS #649-262315 - DETAIL AVAILABLE UPON REQEUST P 2014-01-01 2014-12-31 380491 303107 77384 77384 77384 0 218814 2119068 0.103260 207629 1736148 0.119592 304189 1969655 0.154438 309101 2177289 0.141966 351968 2089698 0.168430 0.687686 0.137537 2204491 303199 955 304154 188104 1909 0 1909 0 1909 8062 8062 6153 6153 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 95000 27950 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. 174553 HOSTED MASS OF CONSECRATION ON THE FEAST OF THE HOLY CROSS IN MAY AT THE SANTA CRUZ ISLAND CHAPEL. 15507 HOSTED ANNUAL SANTA CRUZ ISLAND ADVISORY COUNCIL MEETING IN DECEMBER 2014. 4311 0 1982677 217353 38032 2238062 0 0 2238062 33571 2204491 110225 110225 1909 1909 108316 0 108316 0 108316 188104 0 188104 0 188104 108316 0 0 248381 309963 206794 123694 115391 1004223 188104 0 0 0 108316 79788 0 0 1084011 0 0 0 0 0 0 248381 835630 309963 206794 123694 115391 79788 X 0 0 14 635 14 30365 14 499 18 77384 12255 2452 0 108883 14707 123590 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 BOOKKEEPING AND ACCOUNTING 7411 3706 3335 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 25709 200DB 5.000000000000 2723 0 IMAC COMPUTER 2010-06-09 1190 984 200DB 5.000000000000 137 0 MAC COMPUTER 2011-06-30 2085 200DB 5.000000000000 0 0 LATERAL FILE CABINET 2014-09-30 515 200DB 5.000000000000 103 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 1357720 1787437 MONEY MARKET MUTUAL FUND AT COST 158392 158392 PAINTING - SCHLOSS 1400 1400 0 PHOTOGRAPHS - DEWEY 500 500 0 PASTEL DRAWINGS 650 650 0 ARTWORK 515 515 0 ARTWORK 450 450 0 ARTWORK 7148 7148 0 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 2010 FORD EXPLORER 28432 28432 0 IMAC COMPUTER 1190 1121 69 MAC COMPUTER 2085 2085 0 LATERAL FILE CABINET 515 103 412 COLLECTIONS 1565546 1565546 1565546 ORGANIZATION COSTS 1494 1494 1494 INSURANCE 17354 0 15619 SUPPLIES 7167 0 6196 SPECIAL EVENT DIRECT EXPENSE 22319 0 0 ROYALTY INCOME 499 499 499 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 34574 34574 SALES TAX PAYABLE 203 169 INVESTMENT FEES 9717 9717 0 COMPUTER CONSULTING 8748 0 7873 FILM PRODUCTION 6681 0 0 PAYROLL TAXES 8360 0 7524 EXCISE TAXES - 2013 EXTENSION PAYMENT 2284 0 0 EXCISE TAXES - 2014 ESTIMATED PAYMENTS 5320 0 0