2024-11-15T10:30:40-06:00 2023-12-31 272087941 MELISSA PETERSEN AND COMPANY PO BOX 92202 SANTA BARBARA CA 93190 990PF 2023-01-01 474602068 Audacious Foundation AUDA 8055642186 PO Box 91340 Santa Barbara CA 931901340 Catherine Brozowski President/Secretary 8055642186 2024-11-15 1 1 Melissa Petersen P01072423 8056948331 2024-11-15 X 2023 2024-10-15 13:58:12Z X 4179100 X 16997 X 83528 83528 83528 761576 2085037 761576 426 0 426 862527 845104 83954 181209 0 0 181209 93447 0 0 93447 82996 0 0 82996 938 0 0 938 4047 1012 0 3035 7500 0 0 7500 28121 8600 0 19521 358 0 0 83144 0 0 83144 40404 0 0 40404 522164 9612 0 512194 1179763 1179763 1701927 9612 0 1691957 -839400 835492 83954 366295 266227 266227 111835 577686 577686 5926 8666 5926 5926 -1626 4467839 3086786 3086786 242148 242148 242148 1788 1461 685 327 327 5195842 4179100 4179100 14844 14167 14844 14167 X 5180998 4164933 5180998 4164933 5195842 4179100 5180998 -839400 4517 4346115 181182 4164933 830 shares AAPL P 2013-06-26 2023-02-10 124373 11774 112599 112599 475 shares BR P 2020-03-20 2023-02-10 68814 44534 24280 24280 575 shares HSY P 2016-01-20 2023-02-10 137336 49078 88258 88258 125 shares KMB P 2008-12-31 2023-02-10 16106 6329 9777 9777 565 shares KMB P 2021-01-20 2023-02-10 72798 74241 -1443 -1443 450 shares MSFT P 2010-10-07 2023-02-10 117484 11036 106448 106448 825 shares GOOG P 2022-11-02 2023-05-02 87643 74596 13047 13047 250,000 shares Yum Brands P 2021-01-21 2023-04-28 247400 252595 -5195 -5195 150 shares BR P 2010-06-28 2023-05-02 22969 2930 20039 20039 155 shares CLX P 2009-01-14 2023-05-02 25952 8006 17946 17946 350 shares CLX P 2022-02-16 2023-05-02 58600 49440 9160 9160 225 shares HSY P 2016-01-20 2023-05-02 61341 19204 42137 42137 425 shares KMB P 2008-12-31 2023-05-02 61865 21517 40348 40348 320 shares MKC P 2021-01-20 2023-05-02 28197 29427 -1230 -1230 295 shares MKC P 2021-11-24 2023-05-02 25994 25147 847 847 1070 shares MRK P 2021-01-20 2023-05-02 125414 83840 41574 41574 125 shares MRK P 2021-03-18 2023-05-02 14651 9204 5447 5447 24 shares AAPL P 2013-06-26 2023-06-29 4545 340 4205 4205 95 shares BR P 2010-06-28 2023-06-29 15460 1855 13605 13605 170 shares KMB P 2008-12-31 2023-06-29 23358 8607 14751 14751 415 shares SHCO P 2022-03-01 2023-06-29 2355 3290 -935 -935 525 shares GOOG P 2018-06-27 2023-08-14 68940 29082 39858 39858 240 shares AAPL P 2014-06-26 2023-08-14 42912 3405 39507 39507 465 shares BR P 2010-06-28 2023-08-14 85224 9082 76142 76142 250,000 shares ICAHN P 2021-01-21 2023-08-14 241753 254788 -13035 -13035 140 shares MSFT P 2010-10-07 2023-08-14 45123 3434 41689 41689 ATVI merger P 2022-08-19 2023-10-13 258430 236680 21750 21750 761576 13047 11613 0 11613 0 11613 8500 0 0 0 8500 98 3211 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 0 0 0 0 1 www.audaciousfoundation.org Catherine Brozowski 8055642186 PO Box 91340 Santa Barbara CA 93190 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Paul J Orfalea PO Box 91340 Santa Barbara CA 93190 Chair/Treasurer 5.00 0 0 0 Catherine Brozowski PO Box 91340 Santa Barbara CA 93190 President/Secretary 25.00 181209 0 0 Adrianna Foss PO Box 91340 Santa Barbara CA 93190 Early Childhood Dire 10.00 93447 0 0 0 NONE 0 Grantmaking for Whole Child Education 1179763 Host an Early Childhood Center Director's Retreat providing networking and professional development around whole child education 76487 0 3647094 101329 242147 3990570 0 0 3990570 59859 3930711 196536 196536 11613 11613 184923 0 184923 0 184923 1691957 0 1691957 184923 0 0 2106172 3955771 412676 466330 1279681 8220630 1691957 0 0 0 184923 1507034 0 0 9727664 0 0 0 0 0 0 2106172 7621492 3955771 412676 466330 1279681 1507034 Paul J Orfalea X Carpinteria Community Church-Kinderkirk 1111 Vallecito Rd Carpinteria CA 93013 PC Early Childhood Education Retreat Best Practices Winner 250 Carpinteria Unified School District 1400 Linden Avenue Carpinteria CA 93013 PC Spruce Up Grant for TK Outdoor Classroom Improvement and Teacher Training 3400 Channel Islands YMCA 1180 Eugenia Place Ste 104 Carpinteria CA 93013 PC Swim Lessons for low-income students in partnership with 3 schools 2023 (Notre Dame, Our Lady of Guadalupe, and St. Raphael's) 21000 Channel Islands YMCA 1180 Eugenia Place Ste 104 Carpinteria CA 93013 PC Summer Swim Lessons for students 6854 Channel Islands YMCA 1180 Eugenia Place Ste 104 Carpinteria CA 93013 PC Swim Lessons for low-income students in partnership with 1 school 2023 (St Anthony's) 5226 Children's Resource & Referral 2861 Airpark Dr STE 201 Santa Maria CA 93455 PC Spruce Up Grant for WINGS Preschool Outdoor Classroom supplemental turf installation 5000 Community Action Commission dba CommUnify 5638 Hollister Avenue Suite 230 Goleta CA 93117 PC Spruce Up Grant for Sierra Madre Center to develop a designated outdoor area and provide shade 4234 Community Action Commission dba CommUnify 5638 Hollister Avenue Suite 230 Goleta CA 93117 PC Spruce Up Grant for the outdoor area of Los Padres center by purchasing bikes and scooters, outdoor carpet, dress up center, outdoor math activity cart, and magnetic writing board 4234 Community Action Commission dba CommUnify 5638 Hollister Avenue Suite 230 Goleta CA 93117 PC Spruce Up Grant for Little Village outdoor classroom to develop a high quality outdoor environment with more loose parts, outdoor furniture, gardening material and outdoor toys 2500 Community Environmental Council 1219 State St Santa Barbara CA 93101 PC Rethink the Drink at 3 Schools in Santa Barbara and Ventura Counties 2023-24, plus CEC Green Gala Green Benefactor sponsorship 12000 Cottage Health System PO Box 689 Santa Barbara CA 93102 PC Spruce Up Grant for Toddler Outdoor Classroom Enhancement 4328 Explore Ecology 302 E Cota Street Santa Barbara CA 93101 PC Preschool Nature-Based Environmental Education Program 337412 First Presbyterian Church Santa Barbara 21 East Constance Avenue Santa Barbara CA 93105 PC Spruce Up Grant for 7 Stages of Block Play, replacing materials in the block area outdoor classrooms, training teachers on the seven stages of block play and additional coaching to support the teachers with their curriculum planning. 4550 Foundation for Santa Barbara City College 721 Cliff Dr Santa Barbara CA 93109 PC Spruce Up Grant for outdoor shade & resource cabinets for the Orfalea Early Learning Center, 2023-2024 4950 Garden Preschool 305 E Anapamu Street Santa Barbara CA 93101 PC Spruce Up Grant to create an Outdoor Zen Area 2500 Goleta Union School District 401 North Fairview Avenue Goleta CA 93117 PC Spruce Up grant for an Outdoor Large Motor Activity Set at Hollister Preschool 5000 Goleta Union School District 401 North Fairview Avenue Goleta CA 93117 PC Spruce Up Grant for Outdoor Play Equipment at La Patera Preschool 5000 Guadalupe Union School District 4465 Ninth Street PO Box 788 Guadalupe CA 93434 PC swim lessons for 3rd grade elementary students (130 students) 7000 Hope School District 3970 La Colina Rd Santa Barbara CA 93110 PC Spruce Up Grant for developing an outdoor classroom with large loose parts and storage at Hope School TK 5000 Hope School District 3970 La Colina Rd Santa Barbara CA 93110 PC Spruce Up Grant for Outdoor Classroom Storage Unit and Portable Play Panels at Vieja Valley 4428 Isla Vista Youth Projects dba LEAP 6842 Phelps Road Goleta CA 93117 PC Spruce Up Grant for Hands-On Outdoor Science Stations (Phelps Rd. Goleta Campus) 5000 Isla Vista Youth Projects dba LEAP 6842 Phelps Road Goleta CA 93117 PC Spruce Up Grant for Hands-On Outdoor Science Stations (Isla Vista Campus) 4700 KaBoom 7200 Wisconsin Ave Suite 400 Bethesda MD 20814 PC creation of a new playspace in Hyattsville, MD 15000 Leading From Within PO Box 806 Santa Barbara CA 93102 PC 2023 Emergence Lab to be held in October 2023, on behalf of Kiva 5000 Monroe Elementary School 431 Flora Vista D Santa Barbara CA 93109 PC Early Childhood Education Retreat Best Practices Winner 150 NatureTrack Foundation PO Box 953 Los Olivos CA 93441 PC Fostering a Lifelong Fascination with Nature student trips 2023 - 2024 4360 NatureTrack Foundation PO Box 953 Los Olivos CA 93441 PC Fostering a Lifelong Fascination with Nature student trips 2023 - 2024 10444 One Sport Foundation 315 Meigs Rd Ste A-431 Santa Barbara CA 93109 PC after-school soccer clinics on school campuses Spring 2023. These classes were held on the campuses of Notre Dame, La Purisima, and Our Lady of Guadalupe and are completed. 19800 Planned Parenthood California Central Coast 518 Garden St Santa Barbara CA 93101 PC Postpartum home visitation program for newborn parents, providing lactation support and post-partum resources 40000 Providence School 3225 Calle Pion Santa Barbara CA 93105 PC Spruce Up Grant for outdoor classroom space and garden, adding a water and sand outdoor sensory table and loose parts storage 1043 San Marcos ParentChild Workshop 400 Puente Dr Suite A Santa Barbara CA 93117 PC Spruce Up Grant for a San Marcos Parent Child Workshop Storage Shed 4200 Santa Barbara County Education Office 4400 Cathedral Oaks Road Santa Barbara CA 931606307 PC Spruce Up Grant for outdoor garden area with outdoor furniture and planters at 3 sites, Transforming Little Minds, One Garden at a Time 5000 Santa Barbara Foundation 1111 Chapala Street Santa Barbara CA 93101 PC 10th Annual School Wellness Summit's Week of Wellness October 2-6, 2023 10000 Santa Barbara Foundation 1111 Chapala Street Santa Barbara CA 93101 PC Key Class programming for 23-24, providing Life Skills Classes to eighth grade students at three schools 6650 Santa Barbara Foundation 1111 Chapala Street Santa Barbara CA 93101 PC Key Class MOXI Graduation Dinner 1373 Santa Maria Valley YMCA 3400 Skyway Drive Santa Maria CA 93455 PC Spruce Up Grant for outdoor classroom enhancements, including storage space, sensory tables, imaginative play and outdoor seating for the Young Children's Preschool 5000 Santa Maria Valley YMCA 3400 Skyway Drive Santa Maria CA 93455 PC preschool swim lessons 1520 South Coast Montessori 7421 Mirano Dr Goleta CA 93117 PC Spruce Up Grant for indoor and outdoor materials for your Primary preschool environments 5000 St Vincent's Institution 4200 Calle Real Santa Barbara CA 931101454 PC Spruce Up Grant for Professional Development for a staff and director training at St. Vincents Early Childhood Education Center 2223 Starr-King Parent-Child Workshop 1525 1/2 Santa Barbara Street Santa Barbara CA 93101 PC Spruce Up Grant to provide a new weather-proof home for animals 5000 Storyteller Childrens Center 2115 State Street Santa Barbara CA 93105 PC Spruce Up grant for staff training and purchasing the resources necessary for ECERS-3 and ITERS-R 3663 The Foundation Roundtable PO Box 60157 Santa Barbara CA 93160 PC Nonprofit Resource Network, Partnership for Excellence, and Foundation Roundtable 7000 The Foundation Roundtable PO Box 60157 Santa Barbara CA 93160 PC Foundation Roundtable 1000 University of California Santa Barbara ICA Building 243 Santa Barbara CA 93106 PC Spruce Up Grant for The Infant Toddler Yard Enhancements for a new infant climbing structure and playhouse for toddlers at University Children's Center 5000 University of California Santa Barbara ICA Building 243 Santa Barbara CA 93106 PC Spruce Up Grant for Toddler Play Yard Renovations 4789 Ventura College Foundation 4667 Telegraph Rd Ventura CA 93003 PC Spruce Up Grant for Outdoor Classroom Environment Nature Enhancement including a gazebo, garden boxes, a natural river rock water way, a living wall, a vine trellis, and irrigation 5000 Ventura Land Trust 3451 Foothill Rd 201 Ventura CA 93003 PC Nature by Design, which creates meaningful outdoor experiences to reawaken an innate human affinity for Nature, for students at Our Lady of Guadalupe and St. Anthony's Schools in the 23-24 school year 39000 Wilderness Youth Project Incorporated 2040 Alameda Padre Serra Ste 224 Santa Barbara CA 93103 PC REACH Fellowship, supporting first generation college going, lower income youth to achieve their full potential 512006 Zaca Center Preschool 27 Six Flags Circle Buellton CA 93427 PC Spruce Up Grant for replacement of outdoor discovery centers including wood working benches, tool bench, wooden science centers, and wooden tables 5000 Zaca Center Preschool 27 Six Flags Circle Buellton CA 93427 PC Early Childhood Education Retreat Best Practices Winner 500 Franklin Elementary PTA 1111 E Mason Street Santa Barbara CA 93103 PC in-kind gift of 34 MOXI General Admissions Passes 476 1179763 0 14 83528 14 14 761576 Other revenue 14 426 0 845530 0 845530 0 0 0 0 0 0 0 0 0 0 Accounting fees 4047 1012 0 3035 Lenovo Thinkpad for CB 2019-12-06 1788 1103 SL 5.000000000000 358 0 0 Corporate Securities 3086786 3086786 1601 State Street Hotel FMV 92748 92748 Coursebase, LLC FMV 149400 149400 Lenovo Thinkpad for CB 1788 1461 327 327 Legal fees 938 0 0 938 Unrealized loss on investment 181182 Supplies/Equipment 5380 0 0 5380 Computer/database 9559 0 0 9559 Other expenses 4515 0 0 4515 Website 450 0 0 450 Insurance 6996 0 0 6996 Gifts given 10082 0 0 10082 Payroll fees 1246 0 0 1246 Workers compensation 2176 0 0 2176 Other revenue 426 426 Prior year adjustment 4517 LOUD Consultants 7500 0 0 7500 Taxes and licenses 8600 8600 0 0 Payroll taxes 19521 0 0 19521