Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SANTA CRUZ ISLAND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4994 CARPINTERIA AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CARPINTERIA, CA930132034
A Employer identification number

95-4073657
B Telephone number (see instructions)

(805) 220-6414
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,590,434J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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) 825,526
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,952 1,952 1,952
4 Dividends and interest from securities... 46,803 46,803 46,803
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 122,958
b Gross sales price for all assets on line 6a 2,135,043
7 Capital gain net income (from Part IV, line 2)... 122,958
8 Net short-term capital gain......... 122,958
9 Income modifications...........  
10a Gross sales less returns and allowances 1,975
b Less: Cost of goods sold.... 1,169
c Gross profit or (loss) (attach schedule)..... 806 806
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
632 632 632
12 Total. Add lines 1 through 11........ 998,677 172,345 173,151
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 118,667 0 0 106,800
14 Other employee salaries and wages...... 17,746 0 0 15,972
15 Pension plans, employee benefits....... 29,600 0 0 26,640
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,101 11,051 0 9,945
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,264 13,191 0 6,366
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
38,513 0 0 34,572
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
549,695 0 80,407
20 Occupancy.............. 26,519 0 0 23,867
21 Travel, conferences, and meetings....... 12,093 0 0 10,884
22 Printing and publications.......... 2,716 0 0 2,444
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
89,152 0 217 82,298
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 927,066 24,242 80,624 319,788
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 927,066 24,242 80,624 319,788
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 71,611
b Net investment income (if negative, enter -0-) 148,103
c Adjusted net income (if negative, enter -0-)... 92,527
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 77,001 137,697 137,697
2 Savings and temporary cash investments......... 498,648 299,968 299,968
3 Accounts receivable right arrow1,655
Less: allowance for doubtful accounts right arrow     1,655 1,655
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use.............. 32,289 31,120 31,120
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,260,489 Click to see attachment
List of Attached Documents:
// Content
106,159 		185,750
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 327,198 Click to see attachment
List of Attached Documents:
// Content
1,522,044 		1,579,547
14 Land, buildings, and equipment: basis right arrow4,904,938
Less: accumulated depreciation (attach schedule) right arrow1,119,851 3,616,936 Click to see attachment
List of Attached Documents:
// Content
3,785,087 		3,785,087
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,569,610 		Click to see attachment
List of Attached Documents:
// Content
1,569,610 		Click to see attachment
List of Attached Documents:
// Content
1,569,610
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,382,171 7,453,340 7,590,434
Liabilities 17 Accounts payable and accrued expenses.......... 1,159 717
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,159 717
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,381,012 7,452,623
29 Total net assets or fund balances (see instructions)..... 7,381,012 7,452,623
30 Total liabilities and net assets/fund balances (see instructions). 7,382,171 7,453,340
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,381,012
2
Enter amount from Part I, line 27a .....................
2
71,611
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,452,623
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,452,623
Form 990-PF (2023)
Form 990-PF (2023)
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 GAIN ON SALE OF PUBLICLY TRADED SECURITIES - DETAIL AVAILABLE UPON REQUEST   2023-01-01 2023-12-31
b
c
d
e
(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 2,135,043   2,012,085 122,958
b
c
d
e
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       122,958
b
c
d
e
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 2 122,958
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 instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 122,958
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,059
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 2,059
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,059
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,520
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,461
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,461 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SCIFOUNDATION.ORG
14
The books are in care ofright arrowMARLA DAILY Telephone no.right arrow (805) 220-6414

Located atright arrow4994 CARPINTERIA AVECARPINTERIACA ZIP+4right arrow93013
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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 instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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 instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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 instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See 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
MARLA DAILY PRESIDENT
40.00 		96,000 28,200 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
JOSEPH WALSH CHAIRMAN
1.00 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
ERIC P HVOLBOLL SECRETARY
1.00 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
STEVE HICKS TREASURER (FORMER)
1.00 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
CHRISTOPHER DIEBENKORN DIRECTOR
0.50 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
DENNIS POWER DIRECTOR
0.50 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
SHULL BONSALL JR DIRECTOR
0.50 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
ROGER CHRISMAN DIRECTOR
0.50 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
ROBERT DUNCAN CO CHAIRMAN
0.50 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
SUE PARKER DIRECTOR
0.50 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
TIM VAIL DIRECTOR
0.50 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
JUSTINIAN BROCK DIRECTOR
0.50 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
MAX TYLER DIRECTOR
0.50 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
LOTUS VERMEER DIRECTOR
0.50 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
TONY PAPA TREASURER (CURRENT)
1.00 		0 0 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
EMILY DUNCAN EXECUTIVE DIRECTOR
40.00 		22,667 1,400 0
4994 CARPINTERIA AVE
CARPINTERIA,CA93013
2 Compensation of five highest-paid employees (other than those included on line 1—see 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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 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. 282,799
2 HOSTED ANNUAL SANTA CRUZ ISLAND ADVISORY COUNCIL MEETING. 5,141
3 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. 31,848
4  
Part VIII-B
Summary of Program-Related Investments (see 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 instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see 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
1,766,067
b
Average of monthly cash balances.......................
1b
591,556
c
Fair market value of all other assets (see instructions)................
1c
31,372
d
Total (add lines 1a, b, and c).........................
1d
2,388,995
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
0
3
Subtract line 2 from line 1d.........................
3
2,388,995
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
35,835
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,353,160
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
117,658
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
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 instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see 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
319,788
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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 XII, line 4. .......
4
319,788
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 0
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 80,977
b From 2019...... 118,747
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 199,724
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2023 distributable amount..... 0
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(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 5 199,724
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		80,977
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		118,747
10 Analysis of line 9:
a Excess from 2019.... 118,747
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
2020-06-23
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
92,527 0 101,841 86,771 281,139
b 85% (0.85) of line 2a ......... 78,648 0 86,565 73,755 238,968
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		319,788 256,823 227,273 243,560 1,047,444
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		319,788 256,823 227,273 243,560 1,047,444
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		78,439 76,485 67,894 57,847 280,665
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see 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).)
MARLA DAILY
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 right arrow
aThe name, address, and telephone number or email address 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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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 .................................right arrow 3a 0
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,952  
4 Dividends and interest from securities ....     14 46,803  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 632  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 122,958  
9 Net income or (loss) from special events:         -36,989
10 Gross profit or (loss) from sales of inventory         806
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 172,345 -36,183
13Total. Add line 12, columns (b), (d), and (e)..................
13
136,162
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
9 HOLY MASS - GIVES MEMBERS, GUESTS, AND OTHER COMMUNITY MEMBERS THE CHANCE TO EXPERIENCE AND LEARN ABOUT THE HISTORY AND CULTURE OF THE CALIFORNIA CHANNEL ISLANDS.
9 ADVISORY COUNCIL MEETING - BRINGS TOGETHER REPRESENTATIVES FROM STATE AND LOCAL GOVERNMENTS, LOCAL INSTITUTIONS OF HIGHER LEARNING, PRIVATE ORGANIZATIONS AND COMMUNITY MEMBERS TO REPORT CURRENT CONTRIBUTIONS TO THE FOUNDATION'S MISSION AND FOUNDATION ACTIVITIES.
10 BOOKS AND PUBLICATIONS RELATED TO HISTORY OF SANTA BARBARA CHANNEL ISLANDS WERE AVAILABLE FOR SALE.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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
Sign Here
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) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
SANTA CRUZ ISLAND FOUNDATION
 
Employer identification number

95-4073657
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SANTA CRUZ ISLAND FOUNDATION
  		Employer identification number
95-4073657
Part I
Contributors
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
1
ALAN KOCH
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ANN JACKSON FAMILY FOUNDATION
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 12,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
BURTNESS WILLIAM
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
DAILY MARLA
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 31,622


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
GOLDRING FAMILY FOUNDATION
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
HVOLBOLL ERIC
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 12,350


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
SANTA CRUZ ISLAND FOUNDATION
  		Employer identification number
95-4073657
Part I
Contributors
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
7
ROSE INGE
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 51,300


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
SCHLINGER CHRISMAN FOUNDATION
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
THE OTIS BOOTH FOUNDATION
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
VENTURA COUNTY COMMUNITY FOUNDATION
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
A S RUBSAMEN
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
ALISON RUSACK
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 50,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
SANTA CRUZ ISLAND FOUNDATION
  		Employer identification number
95-4073657
Part I
Contributors
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
13
BRENDA REITER
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 11,200


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
CHARLES BROCK
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 19,886


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
CHILES FAMILY FUND AT EAST BAY COMUNITY
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 65,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
COASTAL RANCHES CONSERVANCY
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
CROSS CREEK RANCH MALIBU LLC
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
FANCHON APPARTMENTS
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 20,300


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
SANTA CRUZ ISLAND FOUNDATION
  		Employer identification number
95-4073657
Part I
Contributors
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
19
GIFFIN AND CRANE
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
HANK MITCHEL
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 22,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
ISLAND PACKERS
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 12,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
LUCINDA DALEY
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 6,425


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
MARY BERGEN
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 6,100


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
MICHAEL HOLLAND
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
SANTA CRUZ ISLAND FOUNDATION
  		Employer identification number
95-4073657
Part I
Contributors
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
25
MIRIAM MICHAELIS
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
MONTECITO BANK AND TRUST
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
NANCY HUFF
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 7,150


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
POWER DENNIS
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 7,825


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
ROBERT DUNCAN
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 13,700


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
ROBERT HAFFEY
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 6,782


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
SANTA CRUZ ISLAND FOUNDATION
  		Employer identification number
95-4073657
Part I
Contributors
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
31
STEVE HICKS
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 5,300


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
SUPERBOAT INC
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 11,100


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
THE JOSEPH FIDLER WALSH FOUNDATION
 
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 75,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
34
WAYNE HUFF
4994 CARPINTERIA AVE
 
CARPINTERIA, CA93013

$ 5,000


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SANTA CRUZ ISLAND FOUNDATION
  		Employer identification number

95-4073657
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
 
$    
(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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SANTA CRUZ ISLAND FOUNDATION
  		Employer identification number

95-4073657
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
SANTA CRUZ ISLAND FOUNDATION
EIN:
95-4073657
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING AND ACCOUNTING 22,101 11,051 0 9,945

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TY 2023 AmortizationSchedule
Name:
SANTA CRUZ ISLAND FOUNDATION
EIN:
95-4073657
Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
WEBSITE 2023-11-09 3,900   36.000000000000 217 0 217 217

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TY 2023 DepreciationSchedule
Name:
SANTA CRUZ ISLAND FOUNDATION
EIN:
95-4073657
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
PAINTING - SCHLOSS 1990-01-01 1,400 1,400 SL 0 % 0 0 0  
PHOTOGRAPHS - DEWEY 1990-08-01 500 500 SL 0 % 0 0 0  
PASTEL DRAWINGS 1990-08-01 650 650 SL 0 % 0 0 0  
ARTWORK 1990-07-01 515 515 SL 0 % 0 0 0  
ARTWORK 1990-01-01 450 450 SL 0 % 0 0 0  
ARTWORK 1991-07-01 7,195 7,148 SL 0 % 0 0 0  
ARTWORK 1994-07-01 1,150 1,150 SL 0 % 0 0 0  
HEADSTONE (SRI) 1996-08-05 752 361 SL 0 % 0 0 0  
ARTWORK 1996-09-18 726 342 SL 0 % 0 0 0  
ARTWORK 1996-10-17 7,648 3,507 SL 0 % 0 0 0  
ARTWORK 1996-12-06 727 316 SL 0 % 0 0 0  
ARTWORK 1996-12-16 400 173 SL 0 % 0 0 0  
2001 JEEP WRANGLER 2001-05-12 20,187 20,187 SL 5.000000000000 0 0 0  
WINE EQUIPMENT 1995-10-11 1,025 1,025 SL 7.000000000000 0 0 0  
ALARM SYSTEM 1988-08-31 1,135 1,135 SL 5.000000000000 0 0 0  
STEEL STORAGE CONTAINER 1988-07-31 2,505 2,502 SL 18.000000000000 0 0 0  
TELEPHONE 1988-07-31 212 212 SL 8.000000000000 0 0 0  
KABOTA MX5000D 2002-09-01 22,620 22,620 SL 5.000000000000 0 0 0  
RHINO TW-60 ROTARY MOWER 2002-09-01 2,377 2,377 SL 5.000000000000 0 0 0  
2002 FORD THINK ELECTRIC 2002-09-27 7,435 7,435 SL 5.000000000000 0 0 0  
FORD F-250 SD RCAB 2004-02-03 28,900 17,990 200DB 5.000000000000 0 0 0  
DELL COMPUTER 2006-03-17 2,004 2,004 200DB 5.000000000000 0 0 0  
MARLA'S MAC COMPUTER 2006-07-14 2,903 2,903 200DB 5.000000000000 0 0 0  
DELL PROJECTOR 2006-11-01 1,044 1,044 200DB 5.000000000000 0 0 0  
SOFTWARE-RESEARCH 2006-03-17 764 764 200DB 5.000000000000 0 0 0  
2008 MACBOOK PRO 2008-06-30 2,192 1,096 200DB 5.000000000000 0 0 0  
IMAC 20IN COMPUTER 2008-06-30 1,800 900 200DB 5.000000000000 0 0 0  
IMAC COMPUTER 2010-06-09 1,190 1,190 200DB 5.000000000000 0 0 0  
MAC COMPUTER 2011-06-30 2,085   200DB 5.000000000000 0 0 0  
LATERAL FILE CABINET 2014-09-30 515 515 200DB 5.000000000000 0 0 0  
2015 FORD EXPLORER 2015-02-26 37,218 37,218 200DB 5.000000000000 0 0 0  
GRANITE MEMORIAL FOR SAN MIGUEL 2016-09-28 4,750 2,366 150DB 15.000000000000 280 0 317  
APPLE LAPTOP 2016-12-28 1,747 1,747 200DB 5.000000000000 0 0 0  
4994 CARPINTERIA AVE - BUILDING 2019-10-30 900,000 74,039 SL 39.000000000000 23,077 0 23,077  
4994 CARPINTERIA AVE - LAND 2019-10-30 2,100,000   L   0 0 0  
ARCHITECTURE & ENGINEERS (BUILDING RELATED) 2020-06-30 85,502 5,572 SL 39.000000000000 2,192 0 2,192  
APPLE LAPTOP MVVM2LL/A 2020-12-20 3,077 2,025 200DB 5.000000000000 421 0 615  
BUILDING IMPROVEMEMTS 2021-12-04 428,191 11,436 SL 39.000000000000 10,979 0 10,979  
ARCHIVES SHELVING 2021-08-04 94,697   200DB 7.000000000000 0 0 13,528  
GLASS DISPLAYS 2021-12-09 9,500   200DB 7.000000000000 0 0 1,357  
EXHIBITS GLASS DISPLAYS 2021-12-07 34,352   200DB 7.000000000000 0 0 4,907  
CIP   64,951   NC 0 % 0 0 0  
GARDEN/OUTSIDE 2022-12-05 29,970   150DB 15.000000000000 0 0 1,998  
LANDSCPAPING 2022-12-02 12,474   150DB 15.000000000000 0 0 832  
ARCHITECTS AND ENGINEER 2022-09-13 9,901 74 SL 39.000000000000 254 0 254  
ARCHIVES 2022-11-15 7,125   200DB 7.000000000000 0 0 1,018  
SECURITY ALARM 2022-06-10 2,269   200DB 7.000000000000 0 0 324  
CIP   107,164   NC 0 % 0 0 0  
DISPLAYS 2022-12-27 125,732   200DB 7.000000000000 0 0 17,962  
EXHIBITS 2022-12-13 1,930   200DB 7.000000000000 0 0 276  
PERMITS 2022-11-02 3,319 11 SL 39.000000000000 85 0 85  
PERMITS 2023-05-27 13,563   SL 39.000000000000 217 0 217  
DESIGN CONSULTATION 2023-12-04 3,350   SL 39.000000000000 4 0 4  
CIP   35,893   NC 0 % 0 0 0  
ARCHIVES 2023-10-18 5,127   200DB 7.000000000000 4,139 0 122  
ARCHITECTS AND ENGINEER 2023-07-25 23,513   SL 39.000000000000 276 0 276  
LANDSCPAPING 2023-09-05 3,000   150DB 15.000000000000 2,423 0 67  
GARDEN/OUTSIDE 2023-12-29 629,717   150DB 15.000000000000 505,348 0 0  

TY 2023 DistributionFromCorpusElection
Name:
SANTA CRUZ ISLAND FOUNDATION
EIN:
95-4073657
Election:
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:____________

TY 2023 InvestmentsCorpStockSchedule
Name:
SANTA CRUZ ISLAND FOUNDATION
EIN:
95-4073657
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS 106,159 185,750

TY 2023 InvestmentsOtherSchedule2
Name:
SANTA CRUZ ISLAND FOUNDATION
EIN:
95-4073657
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MONEY MARKET MUTUAL FUND AT COST 154,830 154,830
FIXED INCOME ETP'S AT COST 516,265 524,879
OTHER AT COST 850,949 899,838

TY 2023 LandEtcSchedule2
Name:
SANTA CRUZ ISLAND FOUNDATION
EIN:
95-4073657
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
PAINTING - SCHLOSS 1,400 1,400 0 0
PHOTOGRAPHS - DEWEY 500 500 0 0
PASTEL DRAWINGS 650 650 0 0
ARTWORK 515 515 0 0
ARTWORK 450 450 0 0
ARTWORK 7,195 7,148 47 47
ARTWORK 1,150 1,150 0 0
HEADSTONE (SRI) 752 361 391 391
ARTWORK 726 342 384 384
ARTWORK 7,648 3,507 4,141 4,141
ARTWORK 727 316 411 411
ARTWORK 400 173 227 227
2001 JEEP WRANGLER 20,187 20,187 0 0
WINE EQUIPMENT 1,025 1,025 0 0
ALARM SYSTEM 1,135 1,135 0 0
STEEL STORAGE CONTAINER 2,505 2,502 3 3
TELEPHONE 212 212 0 0
KABOTA MX5000D 22,620 22,620 0 0
RHINO TW-60 ROTARY MOWER 2,377 2,377 0 0
2002 FORD THINK ELECTRIC 7,435 7,435 0 0
FORD F-250 SD RCAB 28,900 28,900 0 0
DELL COMPUTER 2,004 2,004 0 0
MARLA'S MAC COMPUTER 2,903 2,903 0 0
DELL PROJECTOR 1,044 1,044 0 0
SOFTWARE-RESEARCH 764 764 0 0
2008 MACBOOK PRO 2,192 2,192 0 0
IMAC 20IN COMPUTER 1,800 1,800 0 0
IMAC COMPUTER 1,190 1,190 0 0
MAC COMPUTER 2,085 2,085 0 0
LATERAL FILE CABINET 515 515 0 0
2015 FORD EXPLORER 37,218 37,218 0 0
GRANITE MEMORIAL FOR SAN MIGUEL 4,750 2,646 2,104 2,104
APPLE LAPTOP 1,747 1,747 0 0
4994 CARPINTERIA AVE - BUILDING 900,000 97,116 802,884 802,884
4994 CARPINTERIA AVE - LAND 2,100,000 0 2,100,000 2,100,000
ARCHITECTURE & ENGINEERS (BUILDING RELATED) 85,502 7,764 77,738 77,738
APPLE LAPTOP MVVM2LL/A 3,077 2,446 631 631
BUILDING IMPROVEMEMTS 428,191 22,415 405,776 405,776
ARCHIVES SHELVING 94,697 94,697 0 0
GLASS DISPLAYS 9,500 9,500 0 0
EXHIBITS GLASS DISPLAYS 34,352 34,352 0 0
CIP 64,951 0 64,951 64,951
GARDEN/OUTSIDE 29,970 29,970 0 0
LANDSCPAPING 12,474 12,474 0 0
ARCHITECTS AND ENGINEER 9,901 328 9,573 9,573
ARCHIVES 7,125 7,125 0 0
SECURITY ALARM 2,269 2,269 0 0
CIP 107,164 0 107,164 107,164
DISPLAYS 125,732 125,732 0 0
EXHIBITS 1,930 1,930 0 0
PERMITS 3,319 96 3,223 3,223
WEBSITE 3,900 217 3,683 3,683
PERMITS 13,563 217 13,346 13,346
DESIGN CONSULTATION 3,350 4 3,346 3,346
CIP 35,893 0 35,893 35,893
ARCHIVES 5,127 4,139 988 988
ARCHITECTS AND ENGINEER 23,513 276 23,237 23,237
LANDSCPAPING 3,000 2,423 577 577
GARDEN/OUTSIDE 629,717 505,348 124,369 124,369


TY 2023 OtherAssetsSchedule
Name:
SANTA CRUZ ISLAND FOUNDATION
EIN:
95-4073657
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
COLLECTIONS 1,568,116 1,568,116 1,568,116
ORGANIZATION COSTS 1,494 1,494 1,494


TY 2023 OtherExpensesSchedule
Name:
SANTA CRUZ ISLAND FOUNDATION
EIN:
95-4073657
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 22,948 0 0 20,653
SUPPLIES 9,976 0 0 8,978
DUES AND FEES 3,344 0 0 0
SPECIAL EVENT DIRECT EXPENSES 49,615 0 0 49,615
PROMOTIONAL MATERIAL 402 0 0 402
RENTALS 2,650 0 0 2,650
AMORTIZATION 217 0 217 0


TY 2023 OtherIncomeSchedule2
Name:
SANTA CRUZ ISLAND FOUNDATION
EIN:
95-4073657
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 632 632 632


TY 2023 OtherProfessionalFeesSchedule
Name:
SANTA CRUZ ISLAND FOUNDATION
EIN:
95-4073657
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 13,191 13,191 0 0
COMPUTER CONSULTING 7,073 0 0 6,366


TY 2023 TaxesSchedule
Name:
SANTA CRUZ ISLAND FOUNDATION
EIN:
95-4073657
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 38,413 0 0 34,572
INCOME TAX 100 0 0 0