2024-11-14T12:55:01-06:00 2023-12-31 331197384 ANDERSEN TAX LLC 350 SOUTH GRAND AVENUE STE 2000 LOS ANGELES CA 90071 990PF 2023-01-01 770518183 GEOFFREY CLAFLIN & ALISON WRIGLEY RUSACK FAMILY FOUNDATION GEOF 8056881278 1825 BALLARD CANYON ROAD SOLVANG CA 93463 ALISON WRIGLEY RUSACK PRESIDENT 8056881278 2024-11-14 1 0 ALEXANDER ARONSOHN P02017240 2135932300 2023 2024-10-15 13:58:12Z X 2538419 X 0 X 52908 50768 0 1933407 135283 4303 0 57211 186051 0 0 0 6470 3235 3235 24031 24211 0 1165 1154 50 519 485 0 32185 29085 3285 249667 249667 281852 29085 252952 -224641 156966 45614 36260 36260 75537 73867 73867 98065 104160 104160 1949985 2185247 2185247 124182 132907 132907 7619 5978 5978 2301002 2538419 2538419 40000 35010 40000 35010 X 0 0 0 0 2261002 2503409 2261002 2503409 2301002 2538419 2261002 -224641 468740 2505101 1692 2503409 PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 817281 794870 22411 22411 PUBLICLY TRADED SECURITIES P 2022-12-31 2023-12-31 1116126 1003254 112872 112872 135283 2182 0 2182 0 2182 4103 0 1000 0 5103 0 2921 2921 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ANDERSEN TAX 2135932300 350 SOUTH GRAND AVENUE STE 2000 LOS ANGELES CA 90071 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALISON WRIGLEY RUSACK 1825 BALLARD CANYON RD SOLVANG CA 93463 PRESIDENT 1.00 0 0 0 GEOFFREY CLAFLIN RUSACK 1825 BALLARD CANYON RD SOLVANG CA 93463 VICE PRESIDENT & TREASURER 1.00 0 0 0 REBECCA RUSACK WAYCOTT 1825 BALLARD CANYON RD SOLVANG CA 93463 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 2347361 113352 0 2460713 0 0 2460713 36911 2423802 121190 121190 2182 2182 119008 0 119008 0 119008 252952 0 252952 119008 0 0 76565 31855 195284 303704 252952 0 0 0 119008 133944 0 0 437648 0 0 0 0 0 0 0 437648 76565 31855 195284 133944 ALISON WRIGLEY RUSACK GEOFFREY CLAFLIN RUSACK X BOWDOIN COLLEGE 4100 COLLEGE STATION BRUNSWICK ME 04011 PC UNRESTRICTED FOR CHARITABLE EXEMPT PURPOSE 10000 CATALINA ISLAND WOMEN'S FORUM PO BOX 1377 AVALON CA 90704 PC UNRESTRICTED FOR CHARITABLE EXEMPT PURPOSE 1000 CATALINA MUSEUM FOR ART AND HISTORY 217 METROPOLE AVE AVALON CA 90704 PC UNRESTRICTED FOR CHARITABLE EXEMPT PURPOSE 5000 EPISCOPAL RELIEF AND DEVELOPMENT 815 2ND AVE NEW YORK NY 10017 PC UNRESTRICTED FOR CHARITABLE EXEMPT PURPOSE 10000 SANSUM CLINIC PO BOX 1200 SANTA BARBARA CA 93102 PC RESTRICTED TO PHYSICIAN/NP HOUSING ASSISTANCE USE 50000 SANTA BARBARA COTTAGE HOSPITAL FOUNDATION PO BOX 689 SANTA BARBARA CA 93102 PC UNRESTRICTED FOR CHARITABLE EXEMPT PURPOSE 5000 SANTA BARBARA NAVY LEAGUE 107 NOPALITOS WAY SANTA BARBARA CA 93103 PC UNRESTRICTED FOR CHARITABLE EXEMPT PURPOSE 1000 STANFORD UNIVERSITY 326 GALVEZ STREET STANFORD CA 94305 PC UNRESTRICTED FOR CHARITABLE EXEMPT PURPOSE 60000 THE EPISCOPAL DIOCESE OF LOS ANGELES 840 ECHO PARK AVENUE LOS ANGELES CA 90026 PC UNRESTRICTED FOR CHARITABLE EXEMPT PURPOSE 81667 THE NATURE CONSERVANCY 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 PC UNRESTRICTED FOR CHARITABLE EXEMPT PURPOSE 1000 UNIVERSITY OF SOUTHERN CALIFORNIA 3454 TROUSDALE PARKWAY CAS 200 LOS ANGELES CA 90089 PC USC WRIGLEY INSTITUTE FOR ENVIRONMENTAL STUDIES (WIES) FUND 25000 249667 0 14 52908 RETURN OF PRINCIPAL 14 4303 0 57211 0 57211 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX PREPARATION 6470 3235 3235 FORM 990-PF PART VI-B; QUESTIONS 1A(3) PURSUANT TO I.R.C. SECTION 4941(D)(2)(C) THE FURNISHING OF GOODS, SERVICES, OR FACILITIES BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION IS NOT AN ACT OF SELF-DEALING SINCE THE FURNISHING IS WITHOUT CHARGE AND THE GOODS, SERVICES, OR FACILITIES SO FURNISHED ARE USED BY THE FOUNDATION EXCLUSIVELY FOR PURPOSES SPECIFIED IN SECTION 501(C)(3). FORM 990-PF PART VI-B; QUESTIONS 1A(2) PURSUANT TO I.R.C. SECTION 4941(D)(2)(B) THE LENDING OF MONEY BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF THE LOAN IS WITHOUT INTEREST OR OTHER CHARGE AND IF THE PROCEEDS OF THE LOAN ARE USED EXCLUSIVELY FOR PURPOSES SPECIFIED IN SECTION 501(C)(3). ML #236-74G51 839434 839434 ML #236-74G52 1345813 1345813 104160 104160 0 0 ML #236-74G51 FMV 114333 114333 ML #236-74G52 FMV 18574 18574 INTEREST RECEIVABLE 619 670 670 PREPAID EXCISE TAX 7000 5308 5308 PRIOR PERIOD ADJUSTMENT 1692 MISCELLANEOUS EXPENSES 339 335 0 BANK SERVICE CHARGES 150 150 0 POSTAGE, SHIPPIPNG, AND FREIGHT 10 0 0 CHARGEBACK EXPENSE 20 0 0 RETURN OF PRINCIPAL 4303 4303 UNREALIZED GAIN (LOSS) 468740 INVESTMENT MANAGEMENT FEE - ACCT 236-74G51 10463 10643 0 INVESTMENT MANAGEMENT FEE - ACCT 236-74G52 13568 13568 0 FOREIGN TAXES 1115 1154 0 STATE FILING FEES 50 0 50