2025-11-06T18:12:12-06:00 2024-12-31 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2024-01-01 956225967 BATTISTONE FOUNDATION BATT 8059652250 PO BOX 3858 SANTA BARBARA CA 93130 CINDY BATTISTONE HILL CHIEF EXECUTIVE OFFICER 8059652250 2025-11-03 1 0 CATHERINE MACAULAY P00178796 8059631837 2024 2025-03-06 01:10:19Z X 42394199 X X 200901 200901 200901 29460 29460 29460 25470 134871 1492787 134871 0 2321271 0 2321271 2686503 365232 2551632 309389 22669 148851 137869 458495 0 458495 0 13646 0 13646 0 279471 0 263176 16295 94456 16272 59570 18614 102955 70992 31963 0 57149 1773 51033 505 402040 0 402040 854872 10858 842812 3974 2572473 122564 2271586 177257 0 0 2572473 122564 2271586 177257 114030 242668 280046 498537 563244 563244 257899 81621 81621 271558 271438 267713 3507235 3609617 4847498 919348 1081334 1084638 15328638 9282561 6217976 6046077 35310000 93351 239485 239485 11765904 11892816 42394199 158730 171612 158730 171612 X 0 0 0 0 11607174 11721204 11607174 11721204 11765904 11892816 11607174 114030 0 11721204 0 11721204 CHARLES SCHWAB P 2023-01-01 2024-12-31 1492787 1351580 141207 141207 COST BASIS ADJUSTMENTS P 2023-01-01 2024-12-31 6336 -6336 -6336 134871 0 3373 0 3373 0 3373 4883 0 0 0 4883 53 1457 1457 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 1 0 1 BFSB.ORG CINDY HILL 8059652250 1324 DE LA VINA STREET SANTA BARBARA CA 93101 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CINDY HILL 1324 DE LA VINA STREET SANTA BARBARA CA 93101 CHIEF EXECUTIVE OFFICER 40.00 165389 32499 102375 J ROGER BATTISTONE 1324 DE LA VINA STREET SANTA BARBARA CA 93101 TRUSTEE/RETIRED CEO 8.00 36000 0 0 DONA KIRBY 1324 DE LA VINA STREET SANTA BARBARA CA 93101 TRUSTEE 8.00 36000 0 0 CHAD STEVENS 1324 DE LA VINA STREET SANTA BARBARA CA 93101 TRUSTEE 8.00 36000 0 0 DANN BATTISTONE 1324 DE LA VINA STREET SANTA BARBARA CA 93101 TRUSTEE 8.00 36000 0 0 CARLOS GUERRERO 1324 DE LA VINA STREET SANTA BARBARA CA 93101 MAINTENANCE AND RENO 40.00 91296 11564 0 ANTHONY LENZI 1324 DE LA VINA STREET SANTA BARBARA CA 93101 PAINTER AND MAINTENA 40.00 70311 12087 0 ROBERT KELLY 1324 DE LA VINA STREET SANTA BARBARA CA 93101 GENERAL MAINTENANCE 40.00 58004 15465 0 0 MULLEN & HENZELL LLP 112 E VICTORIA ST SANTA BARBARA CA 93101 LEGAL 189588 ONE CAPITAL MANAGEMENT LLC 3075 TOWNSGATE RD STE 350 WESTLAKE VILLAGE CA 91361 INVESTMENT ADVISORY 70992 0 PROVIDE HOUSING FOR THE ELDERLY. 2249869 0 5035303 722629 1058227 6816159 0 0 6816159 102242 6713917 335696 X 177257 0 231222 408479 X 280046 278616 283594 300164 1142420 238039 236824 241055 255139 971057 408479 539959 456900 811439 2216777 0 0 0 0 0 408479 539959 456900 811439 2216777 33111638 30366058 30756082 31910501 126144279 26020223 23785952 24897292 25298104 100001571 223797 200981 189063 200109 813950 0 0 0 0 X 0 0 LOW COST HOUSING-ELDERLY 2302930 14 200901 16 25470 18 134871 LAUNDRY INCOME 16241 PARKING FEES 2100 0 379583 2302930 2682513 1 THE BATTISTONE FOUNDATION PROVIDES LOW COST HOUSING FOR THE ELDERLY. 0 0 0 0 0 0 0 0 0 0 HUTCHINSON AND BLOODGOOD LLP 26195 2620 11787 11788 BARTLETT, PRINGLE & WOLF, LLP 49761 9952 34833 4976 STOTLEY & ASSOCIATES 18500 3700 12950 1850 LAND 2006-06-30 480240 L 0 0 0 BUILDINGS 2006-06-30 1120560 713084 SL 27.500000000000 40748 0 40748 BUILDING IMPROVEMENTS 2015-11-09 252677 67953 SL 27.500000000000 10235 0 10235 FURNITURE, FIXTURES, & EQUIPMENT 2001-08-16 89759 84924 200DB 7.000000000000 2417 0 2417 AUTOMOBILES 2004-09-04 44301 44301 200DB 5.000000000000 0 0 0 LAND 1977-11-16 258311 L 0 0 0 BUILDINGS 1977-11-16 619767 619767 SL 27.500000000000 0 0 0 BUILDING IMPROVEMENTS 1989-02-15 829874 262672 SL 27.500000000000 51899 0 51899 FURNITURE, FIXTURES, & EQUIPMENT 1992-09-04 39212 39212 200DB 7.000000000000 0 0 0 LAND 1974-07-08 1690731 17904 L 0 0 0 BUILDINGS 1974-07-08 4334328 3518727 SL 27.500000000000 103195 0 103195 BUILDING IMPROVEMENTS 1979-03-20 5371216 3317957 SL 27.500000000000 192266 0 192266 FURNITURE, FIXTURES, & EQUIPMENT 1993-05-15 197662 192940 200DB 7.000000000000 2361 0 2361 FORM 990-PF, PART VIII, LINE 1 FORM 990-PF, PART VII-B, LINE 1(A)(3) THE FOUNDATION UTILTIZES THE SERVICES OF CINDY HILL AS RESIDENT MANAGER; MRS. HILL IS THE CHIEF EXECUTIVE OFFICER AND TRUSTEE OF THE FOUNDATION. AS A CONDITION OF MRS. HILL'S EMPLOYMENT AS RESIDENT MANAGER, SHE IS REQUIRED TO RESIDE IN THE RESIDENT MANAGER'S RESIDENCE IN ORDER TO PROVIDE INCREASED SERVICES AND SECURITY FOR THE PROPERTIES AND THE FOUNDATION. AS RESIDENT MANAGER, MRS. HILL OCCUPIES THE RESIDENCE RENT-FREE. THE FMV OF THE RENTAL VALUE FOR THE RESIDENCE IS REPORTED AS COMPENSATION TO MRS. HILL. CONTROLLED ENTITIES FORM 990-PF, PART VII-A, LINE 11 NAME OF ENTITY OWNERSHIP %BATTISTONE ADMINISTRATION, LLC 100%1324 DE LA VINA STSANTA BARBARA, CA 93101EIN 81-5033858THE EDGERLY SANTA BARBARA, LLC 100%1324 DE LA VINA STSANTA BARBARA, CA 93101EIN 81-5058451THE PALM TREE SANTA BARBARA, LLC 100%1324 DE LA VINA STSANTA BARBARA, CA 93101EIN 81-5048002 CHARLES SCHWAB #6423 MUTUAL FUNDS 705732 718097 CHARLES SCHWAB #4877 STOCKS 850003 1436984 CHARLES SCHWAB #9448 STOCKS 959366 1378087 CHARLES SCHWAB #5410 ETFS 569533 630295 CHARLES SCHWAB #5410 STOCKS 524983 684035 0 0 271438 267713 GREENLAKE REAL ESTATE FUND AT COST 548499 540087 ANCHOR CAPITAL GROWTH FUND AT COST 295022 302250 KIMPACT EVERGREEN REAL ESTATE AT COST 223694 215890 CHARLES SCHWAB #4877 OTHER ASSETS AT COST 14119 26411 LAND 480240 0 480240 BUILDINGS 1120560 753832 366728 BUILDING IMPROVEMENTS 252677 78188 174489 FURNITURE, FIXTURES, & EQUIPMENT 89759 87341 2418 AUTOMOBILES 44301 44301 0 LAND 258311 0 258311 BUILDINGS 619767 619767 0 BUILDING IMPROVEMENTS 829874 314571 515303 FURNITURE, FIXTURES, & EQUIPMENT 39212 39212 0 LAND 1690731 17904 1672827 BUILDINGS 4334328 3621922 712406 BUILDING IMPROVEMENTS 5371216 3510223 1860993 FURNITURE, FIXTURES, & EQUIPMENT 197662 195301 2361 LEGAL FEES 279471 0 263176 16295 CONSTRUCTION IN PROGRESS 93351 239485 239485 REPAIRS & MAINTENANCE 169513 0 169513 0 OFFICE EXPENSE 3186 0 2820 366 UTILITIES 328051 0 328051 0 INSURANCE 261165 1625 257915 1625 AUTO EXPENSE 978 0 978 0 GREENLAKE REAL ESTATE FUND EXPENSES 5404 5190 214 0 PAYROLL PROCESSING 1726 0 1726 0 TENANT EVENTS 3612 0 3612 0 STAFF EVENTS 1465 0 1465 0 OPERATING EXPENSE 18218 0 16366 1775 STAFF TRAINING 35 0 35 0 SUPPLIES 3623 0 3623 0 LICENSES & PERMITS 200 0 0 200 ANCHOR CAPITAL EXPENSES 4805 796 3609 8 GARDENING 35735 0 35735 0 KIMPACT EVERGREEN EXPENSES 13909 0 13903 0 REPAIRS - N/E RENTAL 46 46 46 0 UTILITIES - N/E RENTAL 2121 2121 2121 0 DEPRECIATION - N/E RENTAL 1080 1080 1080 0 LOW COST HOUSING-ELDERLY 2302930 2302930 LAUNDRY INCOME 16241 16241 PARKING FEES 2100 2100 TENANT SECURITY DEPOSITS 149355 159815 CREDIT CARD PAYABLE 8994 11797 PAYROLL LIABILITIES 381 0 INVESTMENT FEES 70992 70992 0 0 PROFESSIONAL SERVICES 31963 0 31963 0 PROPERTY TAXES 6435 0 6435 0 PAYROLL TAX EXPENSE 44865 505 43855 505 FOREIGN TAX WITHHELD 525 525 0 0 FEDERAL TAXES 4581 0 0 0 PROPERTY TAX - N/E RENTAL 743 743 743 0 BATTISTONE ADMINISTRATION LLC 1324 DE LA VINA STREET SANTA BARBARA CA 93101 815033858 CASH 0 PALM TREE SANTA BARBARA LLC 1324 DE LA VINA STREET SANTA BARBARA CA 93101 815048002 CASH 0 EDGERLY SANTA BARBARA LLC 1324 DE LA VINA STREET SANTA BARBARA CA 93101 815058451 CASH 0 536000