Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
SANTA CATALINA ISLAND CONSERVANCY
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2739   Room/suite
City or town, state, and ZIP code
AVALON, CA90704
A Employer identification number

23-7228407
B Telephone number (see page 10 of the instructions)

(310) 510-2595
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$56,365,817J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,830,893
2 Check bullet
3 Interest on savings and temporary cash investments 530,853 530,853 530,853
4 Dividends and interest from securities...... 535,467 535,467 535,467
5a Gross rents.............. 2,752,906 2,752,906 2,752,906
b Net rental income or (loss) 2,355,167
6a Net gain or (loss) from sale of assets not on line 10 353,382
b Gross sales price for all assets on line 6a 22,862,224
7 Capital gain net income (from Part IV, line 2)... 353,382
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,778,471    
12 Total. Add lines 1 through 11........ 10,781,972 4,172,608 3,819,226
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 492,084 49,208 49,208 442,876
14 Other employee salaries and wages...... 2,401,663 311,998 311,998 2,109,441
15 Pension plans, employee benefits....... 1,250,982 137,707 137,707 1,113,275
16a Legal fees (attach schedule)......... Click to see attachment 97,748 16,132 16,132 81,616
b Accounting fees (attach schedule)....... Click to see attachment 100,426 10,043 10,043 90,383
c Other professional fees (attach schedule).... Click to see attachment 52,248     52,248
17 Interest............... 172,257 172,257 172,257  
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 443,924 136,828 136,828 307,096
19 Depreciation (attach schedule) and depletion... Click to see attachment 767,725 32,665 32,665
20 Occupancy..............        
21 Travel, conferences, and meetings....... 85,443     85,443
22 Printing and publications.......... 58,152     58,152
23 Other expenses (attach schedule)....... Click to see list of attachments 4,851,609 519,958 502,691 4,418,633
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,774,261 1,386,796 1,369,529 8,759,163
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 10,774,261 1,386,796 1,369,529 8,759,163
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,711
b Net investment income (if negative, enter -0-) 2,785,812
c Adjusted net income (if negative, enter -0-)... 2,449,697
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 503,572 731,505 731,505
2 Savings and temporary cash investments.......... 3,122,871 3,545,528 3,545,528
3 Accounts receivable bullet561,598
Less: allowance for doubtful accounts bullet15,000 511,902 546,598 546,598
4 Pledges receivable bullet469,000
Less: allowance for doubtful accounts bullet   378,000 469,000 469,000
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 142,041 201,481 201,481
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 28,199,127 25,376,770 25,376,770
c Investments—corporate bonds (attach schedule)........ 15,286,294 16,328,985 16,328,985
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet18,852,481
Less: accumulated depreciation (attach schedule) bullet9,686,531 9,638,705 Click to see attachment9,165,950 9,165,950
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 57,782,512 56,365,817 56,365,817
Liabilities 17 Accounts payable and accrued expenses.......... 1,698,686 2,027,061
18 Grants payable...................    
19 Deferred revenue.................. 237,652 238,957
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 1,964,848 Click to see attachment1,847,920
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 3,901,186 4,113,938
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 46,873,161 43,558,534
25 Temporarily restricted................ 1,858,141 3,543,321
26 Permanently restricted................ 5,150,024 5,150,024
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 53,881,326 52,251,879
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 57,782,512 56,365,817
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 53,881,326
2 Enter amount from Part I, line 27a..................... 2 7,711
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 53,889,037
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,637,158
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 52,251,879
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a CAPITAL GROUP #4400 LONG TERM P 2005-01-01 2011-01-15
b CAPITAL GROUP #4400 SHORT TERM P 2011-01-01 2001-01-15
c CAPITAL GROUP #9400 LONG TERM P 2005-01-01 2011-01-15
d CAPITAL GROUP #9400 SHORT TERM P 2011-01-01 2011-01-15
e CAPITAL GROUP #4600 LONG TERM P 2005-01-01 2011-01-15
CAPITAL GROUP #4600 SHORT TERM P 2011-01-01 2011-01-15
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 3,878,988   3,554,624 324,364
b 6,198,466   6,255,089 -56,623
c 343,085   388,332 -45,247
d 1,331,666   1,353,125 -21,459
e 3,504,587   3,264,157 240,430
7,605,432   7,693,515 -88,083
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       324,364
b       -56,623
c       -45,247
d       -21,459
e       240,430
      -88,083
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 353,382
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3 -166,165
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 7,766,785 44,220,159 0.17564
2009 9,706,460 40,379,310 0.24038
2008 9,902,227 50,670,076 0.19543
2007 8,288,351 58,109,433 0.14263
2006 8,079,312 52,656,416 0.15344
2 Total of line 1, column (d) ...................... 2 0.90752
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.18150
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 46,187,205
5 Multiply line 4 by line 3....................... 5 8,383,116
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 27,858
7 Add lines 5 and 6......................... 7 8,410,974
8 Enter qualifying distributions from Part XII, line 4.............. 8 8,989,300
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 27,858
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 27,858
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 27,858
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 30,849
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,849
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 311
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,680
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet2,680 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletCA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.CATALINACONSERVANCY.ORG
    14
    The books are in care ofbulletSANTA CATALINA ISLAND CONSERV Telephone no.bullet (310) 510-2595
    Located atbullet125 CLARESSA AVEAVALONCA ZIP+4bullet90704
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
    No
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ROY ROSE CORPORTATE SEC.
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    GEOFFREY RUSACK DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    GEORGE PLA DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    MARIE KNOWLES DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    HENRY HILTY DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    BLANNY HAGENATH DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    GORDON FROST DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    JANE TREVOR FETTER DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    JOHN COTTON DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    STEPHEN CHAZEN DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    JIM BROWN DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    ROBERT BREECH DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    NORRIS BISHTON DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    DON BEAUMONT DIRECTOR
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    TONY MICHAELS PAST CHAIRMAN
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    CLIFFORD HAGUE VICE CHAIRMAN
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    VICTORIA SEAVER DEAN BOARD CHAIRMAN
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    ALISON WRIGLEY RUSACK BENEF. MEMBER
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    MARIA PELLEGRINI BENEF. MEMBER
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    PAXSON H OFFIELD Benef. Chairman
    0.00     		0    
    125 CLARISSA
    AVALON,CA90704
    CARLOS DE LA ROSA CHIEF CONS.OFCR
    40.00     		116,839 44,959 1,806
    125 CLARISSA
    AVALON,CA90704
    JAQUELINE MCDOUGALL CHIEF DEV. OFCR
    40.00     		135,377 64,872 7,572
    125 CLARISSA
    AVALON,CA90704
    LESLIE BAER CHIEF COMMUN.OF
    40.00     		160,386 36,706 1,264
    125 CLARISSA
    AVALON,CA90704
    MILTON DINKEL COO/ TREASURER
    40.00     		176,751 48,468 1,806
    125 CLARISSA
    AVALON,CA90704
    DR ANN MUSCAT CEO/PRESIDENT
    40.00     		196,663 70,202 2,838
    125 CLARISSA
    AVALON,CA90704
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NATALIE HAZARD PROJECTS MANAGER
    40.00     		74,880 21,294 342
    125 CLARISSA
    AVALON,CA90704
    JANE PULSINELLI CONTROLLER
    40.00     		83,655 18,670 1,637
    125 CLARISSA
    AVALON,CA90704
    PATRICIA MAXWELL PROD. OF ISLA EART
    40.00     		86,639 19,298 384
    125 CLARISSA
    AVALON,CA90704
    LEONARD ALTHERR DIR OF FACILITIES
    40.00     		75,388 39,126 1,155
    125 CLARISSA
    AVALON,CA90704
    CHARLES WRIGHT DIR OF DEVELOPM.
    40.00     		103,287 24,949 2,583
    125 CLARISSA
    AVALON,CA90704
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MENDOZA BERGER COMPANY LLP ACCOUNTING SERVICES 53,152
    5500 TRABUCO ROAD SUTIE 150
    IRVINE,CA92620
    ANGLIN FLEWELLING RASUMSSEN LEGAL SERVICES 69,453
    199 SOUTH LOS ROBLES AVE SUITE 60
    PASADENA,CA91101
    AMERICAN CONSERVATION EXPERIENCE CONSULTING SERVICES 137,912
    333 SOQUEL AVENUE
    SANTA CRUZ,CA95062
    WILLIAM MCDONOUGH & PARTNERS STRATEGIC MANAGEMENT 417,659
    700 E JEFFERSON STREET
    CHARLOTTESVILLE,VA22902
    GLEN BERGSTEDTClick to see attachment COMPUTER SERVICES 103,554
    PO BOX 2069
    AVALON,CA90704
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 Facilities Services Facilities Services in support of the Conservancy's conservation, education and recreation mission provided general maintenance of roads, buildings, vehicles, fields, hiking trails and designated recreation areas. Facilities, also, provides support and services for other Conservancy departments. Efforts this year were focused on providing upgrades to the Conservancy House, Middle Ranch Veterinary Clinic, Conservation offices and the Nature Center, resealing two miles of the Airport Road, ongoing replacement and addition of wooden-post guardrail along the Airport Road and continuing enhancement of hiking trails with erosion control structures, new signage, brush clearance and generalmaintenance. 1,860,896
    2 Airport/Bus Service The Airport and its Bus Service support the Conservancy's recreation mission by providing airport and transportation services to the many visitors who came to Catalina Island on private flights. In 2011, approximately 18,750 passengers arrived via private flight planes and over 8,575 utilized the Conservancy's bus service. 535,033
    3 Education The Conservancy presented programs to Catalina Island residents and visitors about the natural history of Catalina Island and the plants and animals that make up the Island ecosystems. During programs, Conservancy educators encouraged all to explore its wildlands. Different programs were created for various groups ranging from school children to adults and to families with the goal of increasing their conservation and environmental awareness ultimately inspiring behaviors in support of a healthy and functioning Island ecosystem. 809,304
    4 Conservation The Conservancy continued its ongoing efforts to collect information relating to Catalina Island's native plants and animals. The data is used to monitor changes in vegetation in order to develop management plans, including best practices, to control invasive plants and animals. The Conservancy implemented and supported numerous conservation projects with the help of visiting researchers to restore and to maintain Catalina's natural ecosystem. 3,268,879
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    43,742,560
    b
    Average of monthly cash balances.......................
    1b
    3,148,003
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    46,890,563
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    46,890,563
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    703,358
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    46,187,205
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,309,360
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
     
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    8,759,163
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    230,137
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    8,989,300
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    27,858
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    8,961,442
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$  
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
    1973-02-28
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
    2,309,360 2,211,008 2,018,966 2,492,415 9,031,749
    b 85% of line 2a ......... 1,962,956 1,879,357 1,716,121 2,118,553 7,676,987
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		8,989,300 7,766,785 9,732,851 9,931,347 36,420,283
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		8,989,300 7,766,785 9,732,851 9,931,347 36,420,283
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ...... 56,365,817 57,782,512 56,860,706 52,037,186 223,046,221
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		        0
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a  
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aINTERIOR ACCESS         545,976
    bAIRPORT/BUS         473,182
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 530,853  
    4 Dividends and interest from securities....     14 535,467  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     3 2,355,167  
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 1,998  
    8Gain or (loss) from sales of assets other than inventory     18 353,382  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER MISC. INCOME     3 502,040  
    bMEMBERSHIP DUES         255,275
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   4,278,907 1,274,433
    13Total. Add line 12, columns (b), (d), and (e)..................
    135,553,340
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    1 Airport & Bus revenues consist primarily of tie down fees, bus fares and lease revenue. The Conservancy's mission includes recreational and educational components. The Airport, which includes a Nature Center, is a major point of entry to the Island. It gives the general public access to Conservancy land for recreational and educational uses. The Bus service allows those entering at the Airport and in Avalon to experience Catalina's wildlands, and to reach destinations such as picnic areas and campgrounds. Interior Access revenues consist primarily of road fees and miscellaneous services provided to outside contractors. The purpose of interior access revenue is for the maintenance of the Island's road system to: (a) ensure that the general public has access to protected natural areas for recreation and education; and (b) for ease of access in emergency situations. Services are provided to those contractors who help the Conservancy carry out its conservation, education and recreational m
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID: 11000144
    Software Version: 2011v1.2


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
     
    Employer identification number

    23-7228407
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    70
     
     

    ANONYMOUS DONNER    
    ANONYMOUS DONNER
       
    ANONYMOUS DONNER, CA   92614

    		$1,020,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    69
     
     

    STEVEN C SCHREINER LIVING TRUST    
    5224 OLYMPIC DRIVE NW SUITE 10
       
    GIG HARBOR, WA   98335

    		$95,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    68
     
     

    TOYOTA MOTOR SALES USA    
    19001 S WESTERN AVENUE/HQ 40
       
    TORRANCE, CA   90501

    		$39,600




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    67
     
     

    MR STEPHEN HINCHLIFFE    
    445 S FIGUEROA STREET 3250
       
    LOS ANGELES, CA   90071

    		$5,914




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    66
     
     

    MDU RESOURCES FOUNDATION    
    1200 WEST CENTURY AVENUE
       
    BISMARCK, ND   585065650

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    65
     
     

    MR MRS THOMAS C HAYS    
    144 ADELAIDE DRIVE
       
    SANTA MONICA, CA   90402

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    64
     
     

    VICTORIA DORN DEAN    
    866 TOULON DRIVE
       
    PACIFIC PALISADES, CA   90272

    		$10,038




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    63
     
     

    MR MRS DICK JOHNSTON    
    6101 N 33RD STREET
       
    PARADISE VALLEY, AZ   85253

    		$14,200




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    62
     
     

    MR MRS GARY JOHNSON    
    8 FLYING MANE ROAD
       
    ROLLING HILLS, CA   90274

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    61
     
     

    CATALINA TRANSPORTATION SERVICES    
    PO BOX 2141
       
    AVALON, CA   90704

    		$25,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    60
     
     

    John Hasmik Foundation    
    326 Kingsford Street
       
    Monterey Park, CA   91754

    		$10,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    59
     
     

    RICHARD C SEAVER CHARITABLE TRUST    
    140 S Lake Avenue Suite 274
       
    Pasadena, CA   91101

    		$100,000




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    58
     
     

    MR GEOFFREY ALISON WRIGLEY RUSACK    
    1825 Ballard Canyon Road
       
    Solvang, CA   93463

    		$395,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    57
     
     

    Mr Gary C Gray    
    203 Via Dijon
       
    Newport Beach, CA   92263

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    56
     
     

    Original Farmers Market    
    6333 W Third Street
       
    Los Angeles, CA   90036

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    55
     
     

    Quicksilver Foundation    
    15202 Graham Street
       
    HUNTINGTON BEACH, CA   92649

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    54
     
     

    R D Olson Construction    
    2955 Main Street/Third Floor
       
    IRVINE, CA   92614

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    53
     
     

    Philip W Hagenah Family Fund    
    111 East Wacker Drive Suite 14
       
    Chicago, IL   60601

    		$50,000




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    52
     
     

    Earl B Gilmore Foundation    
    PO Box 480314
       
    Los Angeles, CA   90048

    		$15,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    51
     
     

    Harold McAlister Charitable Foundat    
    190 NORTH CANON DRIVE 403
       
    BEVERLY HILLS, CA   90210

    		$25,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    50
     
     

    Ryan Family Charitable Foundation    
    PO Box 6409
       
    San Diego, CA   921660409

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    49
     
     

    Mr John Celick    
    9854 National Blvd 241
       
    Los Angeles, CA   90034

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    48
     
     

    Mr Michael G Sullivan    
    1832 Marapata Drive
       
    Corona Del Mar, CA   92625

    		$15,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    47
     
     

    Melissa Trevor Fetter Family Fund    
    3963 Maple Avenue Suite 390
       
    Dallas, TX   75219

    		$10,000




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    46
     
     

    Society for Plein Air Painting    
    PO Box 2293
       
    Avalon, CA   92011

    		$16,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    45
     
     

    Mr Wil Von Der Ahe    
    2812 The Strand
       
    Manhattan Beach, CA   90266

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    44
     
     

    Mr Roy Rose    
    PO BOX 2529
       
    AVALON, CA   90704

    		$25,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    43
     
     

    Dr Maria Pellegrini    
    1507 Milan Avenue
       
    South Pasadena, CA   91030

    		$41,792




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    42
     
     

    CATALINA Island Yacht Club    
    PO Box 531
       
    Dana Point, CA   92629

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    41
     
     

    Mr Henry L Hilty Jr    
    14937 Hamlin Street
       
    Van Nuys, CA   91411

    		$15,000




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    40
     
     

    MR JAMES ROSBURG    
    9004 Chateau Du Soleil Lane
       
    Odessa, FL   33556

    		$111,100




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    39
     
     

    KT EL Norris Foundation    
    11 Golden Shore Suite 450
       
    Long Beach, CA   90802

    		$10,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    38
     
     

    TerraTech Inc    
    201 8th Street Suite 130
       
    Seal Beach, CA   90740

    		$10,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    37
     
     

    Ms Blanny Avalon Hagenah    
    1465 Oleada Road
       
    Pebble Beach, CA   93953

    		$20,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    36
     
     

    MR MRS TODD JAMES    
    504 MARGUERITA AVENUE
       
    SANTA MONICA, CA   90402

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    35
     
     

    JOHN W CARSON FOUNDATION INC    
    16000 Ventura Boulevard Suite
       
    Encino, CA   91436

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    34
     
     

    WILL PATRICIA HAGENAH    
    315 WARWICK ROAD
       
    KENILWORTH, IL   60043

    		$55,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    33
     
     

    MR JAMES WARMINGTON SR    
    328 BUENA VISTA
       
    BALBOA, CA   92661

    		$20,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    32
     
     

    Mr Robert M Breech    
    1100 Georgina Avenue
       
    Santa Monica, CA   904022028

    		$15,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    31
     
     

    MR JOHN ANGLIN    
    199 SOUTH LOS ROBLES 600
       
    PASADENA, CA   91101

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    30
     
     

    JOHN HAGENAH FAMILY FUND    
    111 EAST WACKER DR SUITE 1400
       
    CHICAGO, IL   60601

    		$40,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    29
     
     

    MR JAMES M BROWN    
    1504 VIA CASTILLA
       
    PARLOS VERDES, CA   90740

    		$35,000




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    28
     
     

    MS DONNA MATSON    
    4418 AVOCADO STREET
       
    LOS ANGELES, CA   90027

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    27
     
     

    AUDREY STEELE BURNAND    
    2676 Bayshore Drive
       
    NEWPORT BEACH, CA   92663

    		$100,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    26
     
     

    The Donald Slavik Family Foundation    
    9648 Olive Boulevard Suite 10
       
    St Louis, MO   63132

    		$25,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    25
     
     

    MR GEORGE PLA    
    1401 N BROADWAY
       
    LOS ANGELES, CA   90012

    		$35,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    24
     
     

    Mrs Marie Knowles    
    511 Arroyo Square
       
    South Pasadena, CA   91030

    		$10,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    23
    CORDOBA CORPORATION
     

         
    1401 NORTH BROADWAY
       
    LOS ANGELES, CA   90012

    		$65,301




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    22
     
     

    THE JOHNSON FAMILY FOUNDATION FUND    
    2311 CLIFF DRIVE
       
    NEWPORT BEACH, CA   92663

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    21
     
     

    CM Edna Cotton Family Foundation    
    PO Box 720
       
    Balboa, CA   92661

    		$15,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    20
     
     

    Edison International    
    PO Box 700
       
    Rosemead, CA   91770

    		$20,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    19
     
     

    US Fish and Wildlife Service    
    6010 Hidden Valley Road
       
    Carlsbad, CA   92011

    		$17,279




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
     
     

    Mrs Patricia Pratt    
    127 Rivo Alto Canal
       
    Long Beach, CA   90803

    		$10,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
     
     

    Mr John P Cotton    
    2123 Granda Avenue
       
    Balboa, CA   92661

    		$10,000




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
     
     

    EVALYN M BAUER FOUNDATION    
    ONE WORLD TRADE CTR S-1280
       
    LONG BEACH, CA   908311280

    		$100,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
     
     

    US FISH AND WILDLIFE SERVICE    
    6010 Hidden Valley Road
       
    Carlsbad, CA   92011

    		$38,246




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
     
     

    Capital Group Companies Charitable    
    11100 Santa Monica Blvd
       
    Los Angeles, CA   90025

    		$46,700




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
     
     

    THE BLANNY A HAGENAH FAMILY FUND    
    111 EAST WACKER DRIVE S1400
       
    CHICAGO, IL   60601

    		$120,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
     
     

    NATURAL RESOURCES CONSERVATION SVCS    
    3380 SOMIS ROAD
       
    SOMIS, CA   930669553

    		$68,607




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
     
     

    US FISH AND WILDLIFE SERVICE    
    6010 HIDDEN VALLEY ROAD
       
    CARLSBAD, CA   92011

    		$67,844




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
     
     

    OFFIELD FAMILY FOUNDATION    
    PO BOX 737
       
    AVALON, CA   90704

    		$500,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
     
     

    CARLTON LAURA SEAVER    
    1115 RANCHO ROAD
       
    ARCADIA, CA   91006

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
     
     

    Erickson Family Charity Foundation    
    2027 Narrows View CircleE-141
       
    Gig Harbor, WA   98335

    		$10,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
     
     

    MR PAXSON OFFIELD    
    PO BOX 1522
       
    AVALON, CA   90704

    		$20,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
     
     

    W M M Charitable Foundation Inc    
    12444 Highfield Circle
       
    Bradenton, FL   342027909

    		$40,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
     
     

    The Boone Foundation    
    602 E Huntington Drive D
       
    Monrovia, CA   91016

    		$22,868




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    MR NORRIS J BISHTON JR    
    6701 CENTER DRIVE WEST 950
       
    LOS ANGELES, CA   90045

    		$35,225




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    A G Cox Charity Trust    
    10 South Dearborn Floor 8
       
    Chicago, IL   606032003

    		$50,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    MR STEPHEN I CHAZEN    
    PO BOX 427
       
    PACIFIC PALISADES, CA   90272

    		$299,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    MR CHARLES W STEINMETZ    
    1207 9TH STREET
       
    MANHATTAN BEACH, CA   90266

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
    70
    		 10,000 SHS OF OCCIDENTAL PETROLEUM   $975,800 2011-12-06
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
    68
    		 2011 TOYOTA HIGHLANDER   $39,600 2011-03-04
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
    67
    		 132 SHS JPMORGAN CHASE   $5,914 2011-02-04
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
    64
    		 125 SHS EXXONMOBIL   $10,038 2011-01-31
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
    63
    		 2011 ACURA MDX   $14,200 2011-05-24
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
    62
    		 PAINTING BY JOHN BUDICIN. "BIRD'S EYE VIEW"   $5,000 2011-08-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
    43
    		 800 SHS of Gilead Sciences   $31,792 2011-12-01
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
    23
    		 ENGINEERING SERVICES   $60,157 2011-12-31
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SANTA CATALINA ISLAND CONSERVANCY
          		Employer identification number

    23-7228407
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID: 11000144
    Software Version: 2011v1.2

    TY 2011 AccountingFeesSchedule
    Name:
    SANTA CATALINA ISLAND CONSERVANCY
    EIN: 23-7228407
    Software ID:11000144
    Software Version:2011v1.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 100,426 10,043 10,043 90,383

    TY 2011 ContractorCompensationExpln
    Name:
    SANTA CATALINA ISLAND CONSERVANCY
    EIN: 23-7228407
    Software ID:11000144
    Software Version:2011v1.2
    Contractor Explanation
    WILLIAM MCDONOUGH & PARTNERS  
    MENDOZA BERGER COMPANY LLP  
    ANGLIN FLEWELLING RASUMSSEN  
    AMERICAN CONSERVATION EXPERIENCE  
    GLEN BERGSTEDT COMPUTER HARDWARE SUPPORT

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2011 DepreciationSchedule
    Name:
    SANTA CATALINA ISLAND CONSERVANCY
    EIN: 23-7228407
    Software ID:11000144
    Software Version:2011v1.2
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    AUTOMOBILES 2011-09-30 136,182   55 20.00 % 27,236      
    MACHINERY & EQUIPMENT 2011-09-30 69,838   53 20.00 % 13,968      
    AUTOMOBILES, STMT 2-A 2009-01-01 89,220 38,777 55 19.20 % 17,130      
    MACHINERY & EQUIPMT, 2-A 2009-01-01 1,431,705 387,830 57 17.49 % 250,405      
    BUILDING AND IMPT. 2-A 2009-01-01 173,702 7,281 85 3.64 % 6,316      

    TY 2011 LandEtcSchedule2
    Name:
    SANTA CATALINA ISLAND CONSERVANCY
    EIN: 23-7228407
    Software ID:11000144
    Software Version:2011v1.2
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Miscellaneous 130,220   130,220  
    Land 3,924,328   3,924,328  
    Improvements 577,072 485,748 91,324  
    Buildings 7,383,496 4,447,985 2,935,511  
    Machinery and Equipment 5,129,420 3,383,516 1,745,904  
    Furniture and Fixtures 141,233 139,754 1,479  
    Auto./Transportation Equip. 1,566,712 1,229,528 337,184 9,165,950


    TY 2011 LegalFeesSchedule
    Name:
    SANTA CATALINA ISLAND CONSERVANCY
    EIN: 23-7228407
    Software ID:11000144
    Software Version:2011v1.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 97,748 16,132 16,132 81,616


    TY 2011 MortgagesAndNotesPayableSch 
    Name:
    SANTA CATALINA ISLAND CONSERVANCY
    EIN: 23-7228407
    Software ID:11000144
    Software Version:2011v1.2
    Total Mortgage Amount: 1847920

    Item No. 1
    Lender's Name US BANK
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan  
    Balance Due  
    Date of Note  
    Maturity Date  
    Repayment Terms  
    Interest Rate  
    Security Provided by Borrower  
    Purpose of Loan  
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 2
    Lender's Name US BANK
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan  
    Balance Due  
    Date of Note  
    Maturity Date  
    Repayment Terms  
    Interest Rate  
    Security Provided by Borrower  
    Purpose of Loan  
    Description of Lender Consideration  
    Consideration FMV  

    Item No. 3
    Lender's Name US BANK
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan  
    Balance Due  
    Date of Note  
    Maturity Date  
    Repayment Terms  
    Interest Rate  
    Security Provided by Borrower  
    Purpose of Loan  
    Description of Lender Consideration  
    Consideration FMV  


    TY 2011 OtherDecreasesSchedule
    Name:
    SANTA CATALINA ISLAND CONSERVANCY
    EIN: 23-7228407
    Software ID:11000144
    Software Version:2011v1.2
    Description Amount
    NET UNREALIZED LOSS ON INVESTMENT 1,637,158


    TY 2011 OtherExpensesSchedule
    Name:
    SANTA CATALINA ISLAND CONSERVANCY
    EIN: 23-7228407
    Software ID:11000144
    Software Version:2011v1.2
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Utilities 167,708     167,708
    Supplies 339,321     339,321
    Staff Housing 38,891     38,891
    Repairs & Maintenance 614,498     614,498
    Rental Expenses 365,074 365,074    
    Rental Expenses     365,074  
    Recruiting Expense 9,547     9,547
    Promotion 213,987     213,987
    Professional Development 9,580     9,580
    Overhead Expense -150,525 -61,449 -61,449 -4,195
    Outside Business Service 336     336
    Investment Management Expense 215,840 215,840 198,573  
    Insurance 208,344     208,344
    In Kind Gifts 802     802
    First Aid 3,199     3,199
    Equipment Lease 5,249     5,249
    Dues/Subscriptions 24,557     24,557
    Doubtful Account Expense 3,728     3,728
    Conservation 2,514,373     2,514,373
    Computer Expense 127,342     127,342
    Cash Over/Short -2,101      
    Building/Site Maintenance 89,023     89,023
    Books & Gifts 19,793     19,793
    Board/Committee Expense 4,935 493 493 4,442
    Bison Expense 5,078     5,078
    Advertising 23,030     23,030


    TY 2011 OtherIncomeSchedule2
    Name:
    SANTA CATALINA ISLAND CONSERVANCY
    EIN: 23-7228407
    Software ID:11000144
    Software Version:2011v1.2
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER MISC. INCOME 502,040    
    Other Investment Income 1,998    
    MEMBERSHIP DUES 255,275    
    INTERIOR ACCESS 545,976    
    AIRPORT/BUS 473,182    


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    SANTA CATALINA ISLAND CONSERVANCY
    EIN: 23-7228407
    Software ID:11000144
    Software Version:2011v1.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL 52,248 0 0 52,248


    TY 2011 TaxesSchedule
    Name:
    SANTA CATALINA ISLAND CONSERVANCY
    EIN: 23-7228407
    Software ID:11000144
    Software Version:2011v1.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAXES 80,892 59,858 59,858 21,034
    PAYROLL TAXES 333,032 73,970 73,970 259,062
    FEDERAL EXCISE TAX 30,000 3,000 3,000 27,000