Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
BCheck if applicable:
CName of organization
SANTA BARBARA FOUNDATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1111 CHAPALA ST STE 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA BARBARA, CA931013100
D Employer identification number

95-1866094
E Telephone number

G Gross receipts $ 102,552,881
F Name and address of principal officer:
JACQUELINE CARRERA
1111 CHAPALA ST STE 200
SANTA BARBARA,CA931013100
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.SBFOUNDATION.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1928
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: THE MISSION OF THE SANTA BARBARA FOUNDATION (SBF) IS TO MOBILIZE COLLECTIVE WISDOM AND PHILANTHROPIC CAPITAL TO BUILD EMPATHETIC, INCLUSIVE AND RESILIENT COMMUNITIES.SBF IS A COMMUNITY FOUNDATION ESTABLISHED IN 1928 TO ENRICH THE LIVES OF THE PEOPLE OF SANTA BARBARA COUNTY THROUGH PHILANTHROPY. AS ONE OF THE LARGEST PRIVATE SOURCES OF FUNDING FOR AREA NONPROFITS, AGENCIES AND COLLEGE BOUND STUDENTS, SBF BUILDS AND FACILITATES PHILANTHROPY THROUGH DONOR PARTNERSHIPS; INVESTS IN NONPROFITS; AND IDENTIFIES AND STRATEGICALLY ADDRESSES IMPORTANT COMMUNITY NEEDS.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 42
6 Total number of volunteers (estimate if necessary) ............. 6 150
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -301,224
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 46,233,781 28,455,651
9 Program service revenue (Part VIII, line 2g) ......... 651,925 705,378
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 18,422,637 8,873,473
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -196,253 -224,228
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 65,112,090 37,810,274
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 25,787,227 25,917,822
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 4,379,844 5,102,192
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 1,845,592    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,851,241 4,756,152
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 34,018,312 35,776,166
19 Revenue less expenses. Subtract line 18 from line 12....... 31,093,778 2,034,108
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 439,373,124 474,773,392
21 Total liabilities (Part X, line 26)............. 31,931,881 37,619,687
22 Net assets or fund balances. Subtract line 21 from line 20..... 407,441,243 437,153,705
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE MISSION OF THE SANTA BARBARA FOUNDATION (SBF) IS TO MOBILIZE COLLECTIVE WISDOM AND PHILANTHROPIC CAPITAL TO BUILD EMPATHETIC, INCLUSIVE AND RESILIENT COMMUNITIES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 28,303,039 including grants of $ 23,754,672 ) (Revenue $ 705,378 )
SBF SERVES THE ENTIRE COUNTY OF SANTA BARBARA, FUNDING A WIDE RANGE OF INITIATIVES, PROJECTS AND ORGANIZATIONS. IN 2023, SBF AWARDED OVER 2,000 GRANTS TO NONPROFIT ORGANIZATIONS. GRANTS ARE MADE THROUGH SBF FROM VARIOUS TYPES OF FUNDS, INCLUDING: DONOR ADVISED FUNDS, DONOR DESIGNATED FUNDS AND FIELD OF INTEREST FUNDS. DISCRETIONARY GRANTS, TOTALING OVER $6 MILLION IN 2023, ARE SUPPORTED BY SBF'S UNRESTRICTED ENDOWMENT INCOME AND ARE AWARDED WITH THE APPROVAL OF THE BOARD OF TRUSTEES BASED ON RECOMMENDATIONS OF SBF STAFF FOLLOWING A RIGOROUS PROCESS OF RESEARCH, DUE DILIGENCE, PLANNING AND EVALUATION.
4b (Code:   ) (Expenses $ 1,357,683 including grants of $ 1,139,500 ) (Revenue $   )
SBF PROVIDED FUNDING OF OVER $1 MILLION IN 2023 TO LOCAL NONPROFIT ORGANIZATIONS PROVIDING SERVICES IN THE AREAS OF BEHAVIORAL HEALTH, HEALTH CARE, FOOD, AND SHELTER & SAFETY THOROUGH ITS COMMUNITY GRANTS PROGRAMS.
4c (Code:   ) (Expenses $ 1,219,651 including grants of $ 1,023,650 ) (Revenue $   )
SBF PROVIDED FUNDING OF OVER $1 MILLION IN 2023 TO THE SCHOLARSHIP FOUNDATION OF SANTA BARBARA FOR STUDENT AID. THROUGH THIS COLLABORATION OVER 150 STUDENTS OF SANTA BARBARA COUNTY RECEIVED SCHOLARSHIP AWARDS.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses30,880,373
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
174
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
42
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
19
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
CA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
TODD YUBA1111 CHAPALA ST STE 200   SANTA BARBARA,CA931013100 (805) 963-1873
Form 990 (2023)
Form 990 (2023)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) STEPHEN HICKS......................................................................
CHAIR
4.00
.................
 
X   X       0 0 0
(2) MATT ROWE......................................................................
VICE CHAIR
3.00
.................
 
X   X       0 0 0
(3) GINGER SALAZAR......................................................................
SECRETARY
3.00
.................
 
X   X       0 0 0
(4) DANNA MCGREW......................................................................
TREASURER
3.00
.................
 
X   X       0 0 0
(5) ANGEL ISCOVICH......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(6) PAMELA MACAL......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(7) ROBERT NAKASONE......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(8) ERNESTO PAREDES......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(9) MICHAEL PFAU......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(10) SUSAN RICHARDS......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(11) JAMES ROGERS......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(12) LYNN SCARLETT......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(13) ALEX SIMAS......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(14) TRACY STOUFFER......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(15) ZOHAR ZIV......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(16) PHIL ALVARADO......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(17) RICHARD BESWICK......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
Form 990 (2023)
Form 990 (2023)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) RANDALL DAY THRU 0923........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(19) PAMELA GANN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(20) RAFAEL GONZALEZ........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(21) JACQUELINE CARRERA........................................................................
PRESIDENT & CEO
40.00
.......................3.00
    X       401,076 0 81,727
(22) TODD YUBA........................................................................
VP, FINANCE & ADMINISTRATION
40.00
.......................2.00
    X       266,785 0 50,186
(23) CELINE DELPOUX........................................................................
DIRECTOR OF ACCOUNTING
40.00
.......................  
        X   117,661 0 20,521
(24) RUBAYI ESTES........................................................................
VP, PROGRAMS
40.00
.......................  
        X   140,900 0 29,595
(25) JENNY KEARNS........................................................................
DIRECTOR OF GRANTMAKING
40.00
.......................  
        X   119,513 0 21,533
(26) JANET MOCKER........................................................................
SENIOR DIRECTOR OF FINANCE
40.00
.......................  
        X   171,472 0 42,260
(27) TAMMY SIMS JOHNSON........................................................................
VP, PHILANTHROPIC SERVICES
40.00
.......................  
        X   194,520 0 47,337






1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 1,411,927 0 293,159
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 12
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
MEKETA INVESTMENT GROUP INC

80 UNIVERSITY AVENUE
WESTWOOD,MA02090
INVESTMENT MANAGEMENT 345,863
CENTERED NETWORKS

1527 STOCKTON ST
SAN FRANCISCO,CA94133
HOSTED INFRASTRUCTURE 159,839
MARY R ROSE

PO BOX 90610
SANTA BARBARA,CA93190
CONSULTING 150,950
ROBERT HALF INTERNATIONAL

2613 CAMINO RAMON
SAN RAMON,CA94583
TEMPORARY STAFFING 142,474
MOSS ADAMS LLP

21700 OXNARD STREET SUITE 300
WOODLAND HILLS,CA91367
ACCOUNTING 115,306
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 7
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 250,000
e Government grants (contributions)1e 846,700
f All other contributions, gifts, grants, and similar amounts not included above1f 27,358,951
g Noncash contributions included in lines 1a - 1f:$ 1g 4,542,059
h Total. Add lines 1a-1f....... 28,455,651
 Program Service RevenueAmt Business Code
2a FOUNDATION SUPPORT FEES 561000 705,378 705,378    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 705,378
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 6,938,801   -319,894 7,258,695
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 374,507  
b Less: rental expenses 6b 653,183  
c Rental income or (loss) 6c -278,676  
d Net rental income or (loss)....... -278,676     -297,346
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 66,024,096  
b Less: cost or other basis and sales expenses 7b 64,089,424  
c Gain or (loss) 7c 1,934,672  
d Net gain or (loss)......... 1,934,672     1,934,672
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
 OtherRevenueMiscAmt
Business Code
11a MISCELLANEOUS REVENUE 561000 54,448     54,448
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 54,448
12 Total revenue. See instructions..... 37,810,274 705,378 -301,224 8,950,469
Form 990 (2023)
Form 990 (2023)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 25,607,248 25,607,248
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 260,574 260,574
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 50,000 50,000
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 799,775 165,352 418,925 215,498
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 3,177,059 1,143,741 1,302,594 730,724
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 242,725 87,381 99,517 55,827
9 Other employee benefits ....... 621,096 215,932 260,340 144,824
10 Payroll taxes ........... 261,537 83,692 115,076 62,769
11 Fees for services (non-employees):        
a Management ...... 351,322 218,108 105,990 27,224
b Legal ......... 45,217   45,217  
c Accounting ........... 138,606   138,606  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 406,374 406,374    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,067,109 1,067,109    
12 Advertising and promotion .... 243,441 111,687 8,926 122,828
13 Office expenses ....... 117,959 52,352 45,470 20,137
14 Information technology ...... 363,494 121,944 161,392 80,158
15 Royalties ..        
16 Occupancy ........... 388,881 202,440 111,962 74,479
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 320,525 204,176 77,806 38,543
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 211,597 68,122 82,570 60,905
23 Insurance ... 41,201 21,867 12,674 6,660
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PROJECTS 586,448 586,448    
b COMMUNITY RELATIONS 356,673 166,538 4,339 185,796
c DUES AND SUBSCRIPTIONS 97,305 39,288 38,797 19,220
d UBI TAX 20,000   20,000  
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 35,776,166 30,880,373 3,050,201 1,845,592
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 83,286 1 301
2 Savings and temporary cash investments ......... 67,725,048 2 80,922,806
3 Pledges and grants receivable, net ...... 21,839,515 3 13,682,814
4 Accounts receivable, net ............. 286,547 4 283,851
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 2,336,894 7 1,390,156
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 127,909 9 154,469
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 18,296,295
b Less: accumulated depreciation 10b 5,881,516 12,866,063 10c 12,414,779
11 Investments—publicly traded securities . 148,721,426 11 163,487,079
12 Investments—other securities. See Part IV, line 11 ..... 106,947,175 12 121,235,093
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 78,439,261 15 81,202,044
16 Total assets. Add lines 1 through 15 (must equal line 33)... 439,373,124 16 474,773,392
Liabilities 17 Accounts payable and accrued expenses ..... 397,965 17 611,568
18 Grants payable ... 132,940 18 68,750
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 2,828,357 23 2,741,925
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 28,572,619 25 34,197,444
26 Total liabilities. Add lines 17 through 25.. 31,931,881 26 37,619,687
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 268,130,208 27 289,699,948
28 Net assets with donor restrictions ........... 139,311,035 28 147,453,757
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 407,441,243 32 437,153,705
33 Total liabilities and net assets/fund balances ........ 439,373,124 33 474,773,392
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
37,810,274
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
35,776,166
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
2,034,108
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
407,441,243
5
Net unrealized gains (losses) on investments ...............
5
23,931,810
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
3,746,544
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
437,153,705
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
SANTA BARBARA FOUNDATION
 
Employer identification number

95-1866094
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 23,257,441 32,306,178 41,277,734 46,233,781 28,455,651 171,530,785
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 23,257,441 32,306,178 41,277,734 46,233,781 28,455,651 171,530,785
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. 20,669,060
6 Public support. Subtract line 5 from line 4. 150,861,725
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4.. 23,257,441 32,306,178 41,277,734 46,233,781 28,455,651 171,530,785
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 3,910,903 2,809,682 4,436,010 5,098,451 7,633,202 23,888,248
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 1,275   129,010     130,285
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 20,444 36,271 31,384 11,183 54,448 153,730
11 Total support. Add lines 7 through 10 195,703,048
12
12
2,997,489
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
77.090 %
15
15
79.290 %
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2023. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 


Return Reference Explanation
Schedule A (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
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 BARBARA FOUNDATION
 
Employer identification number

95-1866094
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 BARBARA FOUNDATION
 
Employer identification number
95-1866094
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
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(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.)
(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.)
(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 BARBARA FOUNDATION
 
Employer identification number

95-1866094
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 BARBARA FOUNDATION
 
Employer identification number

95-1866094
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:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
SANTA BARBARA FOUNDATION
 
Employer identification number

95-1866094
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 248 236
2 Aggregate value of contributions to (during year) 12,972,151 15,463,500
3 Aggregate value of grants from (during year) 17,520,112 8,077,663
4 Aggregate value at end of year ........ 126,914,251 310,239,454
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 59,847,087 70,559,968 65,030,195 54,112,048 45,624,058
b Contributions ... 1,282,500 51,530 1,200 7,082,517 115,940
c Net investment earnings, gains, and losses 7,589,590 -7,247,811 8,642,504 6,633,210 10,450,082
d Grants or scholarships ... 2,853,154 2,926,220 2,378,331 2,206,827  
e Other expenditures for facilities
and programs ...
        2,078,032
f Administrative expenses .... 703,629 590,380 735,600 590,753  
g End of year balance ...... 65,162,394 59,847,087 70,559,968 65,030,195 54,112,048
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow0 %
b
Permanent endowment right arrow99.000 %
c
Term endowment right arrow1.000 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   3,265,379 3,265,379
b Buildings .... 2,000,235 10,510,078 4,671,280 7,839,033
c Leasehold improvements   1,770,046 631,231 1,138,815
d Equipment ....   750,557 579,005 171,552
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 12,414,779
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) LIMITED PARTNERSHIPS
3,094,723 F

(B) REAL ASSETS
17,106,498 F

(C) HEDGE FUNDS
11,400,160 F

(D) PRIVATE EQUITY
26,858,685 F

(E) INFRASTRUCTURE
8,195,753 F

(F) GLOBAL EQUITIES
32,312,633 F

(G) GLOBAL FIXED INCOME
20,528,566 F

(H) CLOSELY HELD STOCK
1,738,075 F
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 121,235,093
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)FAIR MARKET VALUE OF ASSETS UNDER CHARITABLE TRUST AGREEMENTS 61,096,726
(2)VALUE OF INCOME INTEREST IN TRUSTS 19,929,023
(3)DEPOSITS 17,364
(4)OTHER ASSETS 158,931
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 81,202,044
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
FUTURE LIABILITIES PAYABLE UNDER CHARITABLE TRUST AGREEMENTS 1,032,190
OBLIGATIONS TO DONOR DESIGNATED FUNDS 33,165,254







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 34,197,444
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: SBF AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES EVALUATE UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WERE CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF DECEMBER 31, 2023, SBF AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES HAVE NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL.
PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR GRANTMAKING, STUDENT AID AND ADMINISTRATIVE EXPENSES.
Schedule D (Form 990) 2022


Additional Data


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SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
SANTA BARBARA FOUNDATION
 
Employer identification number

95-1866094
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING   50,000
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS   6,447,828
NORTH AMERICA 0 0 INVESTMENTS   1,553,692
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 8,051,520
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 8,051,520
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM ARTS, CULTURE, AND HUMANITIES 25,000 WIRE 0    
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM ARTS, CULTURE, AND HUMANITIES 25,000 CHECK 0    
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
2
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART I, LINE 2: INTERNATIONAL ORGANIZATIONS MUST BE PREDETERMINED TO BE EQUIVALENT TO DOMESTIC 501(C)(3) ORGANIZATIONS OR FOLLOW THE EXPENDITURE RESPONSIBILITY PROCESS FOR THE COMMUNITY FOUNDATION TO CONSIDER THEM ELIGIBLE TO RECEIVE GRANTS. GRANTEES OF ADVISED GRANTS HAVE TO AGREE NOT TO PAY ANY PORTION OF GOODS OR SERVICES FOR THE BENEFIT OF THE DONOR OR RELATED PARTIES.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
SANTA BARBARA FOUNDATION
 
Employer identification number
95-1866094
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) 1000 FRIENDS OF OREGON
133 SW 2ND AVE STE 201
PORTLAND,OR97204
93-0642086 501(C)(3) 50,000 0     ENVIRONMENT AND ANIMALS
(2) 2ND STORY ASSOCIATES
808 LAGUNA STREET
SANTA BARBARA,CA93101
26-0417729 501(C)(3) 16,375 0     HOUSING AFFORDABILITY
(3) 4 KIDS 2 KIDS INC
1483 ALVA STREET
CARPINTERIA,CA93013
27-4019540 501(C)(3) 6,000 0     HUMAN SERVICES
(4) 805 UNDOCUFUND
2471 PORTOLA RD SUITE 100
VENTURA,CA93003
86-2230353 501(C)(3) 11,000 0     HUMAN SERVICES
(5) A COMPAS INC
PO BOX 30594
SANTA BARBARA,CA931300594
20-2176039 501(C)(3) 12,500 0     ARTS, CULTURE, AND HUMANITIES
(6) AT STILL UNIVERSITY
1075 E BETTERAVIA RD STE 201
SANTA MARIA,CA93454
43-0356250 501(C)(3) 25,971 0     EDUCATION AND YOUTH DEVELOPMENT
(7) AFRICAN WOMEN RISING
801 COLD SPRINGS RD
SANTA BARBARA,CA93108
26-0140533 501(C)(3) 63,857 0     HUMAN SERVICES
(8) AHA ATTITUDE HARMONY ACHIEVEMENT
1209 DE LA VINA STREET SUITE A
SANTA BARBARA,CA93101
20-4418873 501(C)(3) 61,250 0     ENVIRONMENT AND ANIMALS
(9) ALL SAINTS BY THE SEA EPISCOPAL CHURCH
83 EUCALYPTUS LN
SANTA BARBARA,CA93108
13-5562208 501(C)(3) 79,000 0     OTHER
(10) ALLAN HANCOCK COLLEGE AUXILIARY PROGRAMS CORPORATION
800 S COLLEGE DR
SANTA MARIA,CA93454
95-1803920 501(C)(3) 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(11) ALLAN HANCOCK COLLEGE FOUNDATION
PO BOX 5170
SANTA MARIA,CA93456
95-3143396 501(C)(3) 18,000 0     EDUCATION AND YOUTH DEVELOPMENT
(12) ALPHA DELTA PI FOUNDATION
1386 PONCE DE LEON AVE NE
ATLANTA,GA30306
58-1507941 501(C)(3) 15,000 0     EDUCATION AND YOUTH DEVELOPMENT
(13) ALPHA RESOURCE CENTER OF SANTA BARBARA
4501 CATHEDRAL OAKS RD
SANTA BARBARA,CA931101340
95-1966996 501(C)(3) 13,246 0     HUMAN SERVICES
(14) ALZHEIMERS ASSOCIATION
1528 CHAPALA ST 204
SANTA BARBARA,CA93101
77-0006745 501(C)(3) 6,100 0     HEALTH CARE
(15) AMERICAN DANCE AND MUSIC INC
22 E VICTORIA ST
SANTA BARBARA,CA93101
20-5657230 501(C)(3) 10,000 0     ARTS, CULTURE, AND HUMANITIES
(16) AMERICAN HEART ASSOCIATION
816 E FIGUEROA ST STE 200
LOS ANGELES,CA90017
13-5613797 501(C)(3) 9,246 0     HEALTH CARE
(17) AMERICAN NATIONAL RED CROSS
2707 STATE ST
SANTA BARBARA,CA93105
95-1643302 501(C)(3) 24,646 0     PUBLIC AND SOCIETAL BENEFIT
(18) AMERICAN RED CROSS
PO BOX 37864
BOONE,IA50037
53-0196605 501(C)(3) 6,000 0     HUMAN SERVICES
(19) ANGELS FOSTER CARE OF SANTA BARBARA
3905 STATE ST 7-115
SANTA BARBARA,CA93105
16-1749619 501(C)(3) 15,000 0     HUMAN SERVICES
(20) ANIMAL GRANTMAKERS INC
1706 LOWER ELWHA RD
PORT ANGELES,WA98363
26-0688246 501(C)(3) 20,000 0     ENVIRONMENT AND ANIMALS
(21) ANIMAL LEGAL DEFENSE FUND
525 EAST COTATI AVE
COTATI,CA94931
94-2681680 501(C)(3) 311,250 0     ENVIRONMENT AND ANIMALS
(22) ANIMAL OUTLOOK
PO BOX 9773
WASHINGTON,DC20016
52-2034417 501(C)(3) 100,000 0     ENVIRONMENT AND ANIMALS
(23) ANTI-DEFAMATION LEAGUE
1528 CHAPALA ST STE 301
SANTA BARBARA,CA93101
13-1818723 501(C)(3) 130,250 0     PUBLIC AND SOCIETAL BENEFIT
(24) APPLES TO ZUCCHINI COOKING SCHOOL
PO BOX 30912
SANTA BARBARA,CA93130
84-4191622 501(C)(3) 7,500 0     HUMAN SERVICES
(25) ARCHDIOCESE OF LOS ANGELES
3424 WILSHIRE BLVD 6TH FL
LOS ANGELES,CA90010
95-1642382 501(C)(3) 8,000 0     OTHER
(26) ARTS MENTORSHIP PROGRAM INC
531 E COTA STREET
SANTA BARBARA,CA931033101
45-1567553 501(C)(3) 10,000 0     ARTS, CULTURE, AND HUMANITIES
(27) ARTSPACE INC
751 PASEO NUEVO
SANTA BARBARA,CA93101
77-0233621 501(C)(3) 15,000 0     ARTS, CULTURE, AND HUMANITIES
(28) BOXTALES THEATRE COMPANY
PO BOX 91521
SANTA BARBARA,CA93190
20-0905385 501(C)(3) 17,450 0     ARTS, CULTURE, AND HUMANITIES
(29) BOY SCOUTS OF AMERICA COUNCIL
4000 MODOC RD
SANTA BARBARA,CA93110
95-1696725 501(C)(3) 27,765 0     ENVIRONMENT AND ANIMALS
(30) BOYS & GIRLS CLUB OF MID CENTRAL COAST
901 N RAILROAD AVE
SANTA MARIA,CA93458
95-2468116 501(C)(3) 41,000 0     CHILD CARE
(31) BOYS & GIRLS CLUB OF SANTA BARBARA INC
632 E CANON PERDIDO STREET
SANTA BARBARA,CA93103
95-1641425 501(C)(3) 7,250 0     HUMAN SERVICES
(32) BOYS AND GIRLS CLUB OF SANTA CLARA VALLEY
PO BOX 152
SANTA PAULA,CA93061
95-2497853 501(C)(3) 12,000 0     HUMAN SERVICES
(33) BRAILLE INSTITUTE OF AMERICA INC
PO BOX 5411
SANTA BARBARA,CA93150
95-1641426 501(C)(3) 12,000 0     EDUCATION AND YOUTH DEVELOPMENT
(34) BREAST CANCER RESOURCE CENTER OF SANTA BARBARA
55 HITCHCOCK WAY STE 101
SANTA BARBARA,CA93105
91-1790842 501(C)(3) 10,000 0     HEALTH CARE
(35) BRIDGE HOUSE
5345 ARAPAHOE AVE UNIT 5
BOULDER,CO80303
84-1440292 501(C)(3) 6,000 0     HOUSING AND SHELTER
(36) BRIGHTER GREEN
249 SMITH ST 128
BROOKLYN,NY11231
26-1380608 501(C)(3) 150,000 0     ENVIRONMENT AND ANIMALS
(37) BURLINGTON HIGH SCHOOL ALUMNI SCHOLARSHIP FOUNDATION
301 NEOSHO ST
BURLINGTON,KS668391925
48-1152997 501(C)(3) 15,000 0     HUMAN SERVICES
(38) BURNON INC
1006 E MAIN ST
VENTURA,CA93001
77-0495901 501(C)(3) 12,000 0     ARTS, CULTURE, AND HUMANITIES
(39) CARE4PAWS
PO BOX 60524
SANTA BARBARA,CA931600524
27-0207473 501(C)(3) 22,950 0     ENVIRONMENT AND ANIMALS
(40) C4 - COLLECTIVE CULTURES CREATING CHANGE
1022 WEST CHESTNUT
LOMPOC,CA93436
86-2690612 501(C)(3) 6,000 0     PUBLIC AND SOCIETAL BENEFIT
(41) CAL POLY CORPORATION
1 GRAND AVE BLDG 15
SAN LUIS OBISPO,CA93407
95-1648180 501(C)(3) 30,000 0     HEALTH CARE
(42) CALIFORNIA AVOCADO FESTIVAL INC
PO BOX 146
CARPINTERIA,CA93014
77-0159754 501(C)(3) 15,000 0     FOOD SYSTEMS
(43) CALIFORNIA LUTHERAN UNIVERSITY
60 W OLSEN RD 4400
THOUSAND OAKS,CA91360
95-2962604 501(C)(3) 37,100 0     EDUCATION AND YOUTH DEVELOPMENT
(44) CALIFORNIA POLYTECHNIC STATE UNIVERSITY
1 GRAND AVE
SAN LUIS OBISPO,CA934079000
20-4927897 501(C)(3) 17,143 0     EDUCATION AND YOUTH DEVELOPMENT
(45) CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS
ONE UNIVERSITY DRIVE
CAMARILLO,CA93012
77-0433230 501(C)(3) 50,000 0     EDUCATION AND YOUTH DEVELOPMENT
(46) CALIFORNIA STATE UNIVERSITY FRESNO
5150 NORTH MAPLE AVENUE
FRESNO,CA93740
94-6003272 501(C)(3) 20,000 0     EDUCATION AND YOUTH DEVELOPMENT
(47) CAMERATA PACIFICA
PO BOX 30116
SANTA BARBARA,CA93130
33-0104649 501(C)(3) 32,000 0     ARTS, CULTURE, AND HUMANITIES
(48) CANCER FOUNDATION OF SANTA BARBARA
601 W JUNIPERO STREET
SANTA BARBARA,CA93105
95-2158727 501(C)(3) 199,000 0     HUMAN SERVICES
(49) CARPINTERIA ARTS CENTER
855 LINDEN AVE
CARPINTERIA,CA93013
77-0578720 501(C)(3) 8,525 0     ARTS, CULTURE, AND HUMANITIES
(50) CARPINTERIA CHILDREN'S PROJECT
5201 8TH ST STE 100
CARPINTERIA,CA93013
81-1407122 501(C)(3) 65,165 0     EDUCATION AND YOUTH DEVELOPMENT
(51) CARPINTERIA COMMUNITY THEATRE INC
4916 CARPINTERIA AVE
CARPINTERIA,CA93013
95-3565433 501(C)(3) 6,000 0     ARTS, CULTURE, AND HUMANITIES
(52) CARPINTERIA UNIFIED SCHOOL DISTRICT
1400 LINDEN AVE
CARPINTERIA,CA930131414
95-6101195 501(C)(3) 70,000 0     EDUCATION AND YOUTH DEVELOPMENT
(53) CASA DEL HERRERO FOUNDATION
PO BOX 5612
SANTA BARBARA,CA931505612
77-0340301 501(C)(3) 5,500 0     ARTS, CULTURE, AND HUMANITIES
(54) CASA PACIFICA CENTERS FOR CHILDREN AND FAMILIES
1722 S LEWIS ROAD
CAMARILLO,CA93012
77-0195022 501(C)(3) 42,000 0     BEHAVIORAL HEALTH
(55) CASA SERENA INC
1515 BATH ST
SANTA BARBARA,CA93101
95-2862385 501(C)(3) 32,750 0     BEHAVIORAL HEALTH
(56) CATE SCHOOL
1960 CATE MESA RD
CARPINTERIA,CA93013
95-1644630 501(C)(3) 50,600 0     EDUCATION AND YOUTH DEVELOPMENT
(57) CENTER FOR FAMILY STRENGTHENING
7343 EL CAMINO REAL 346
ATASCADERO,CA93422
77-0206822 501(C)(3) 17,936 0     HUMAN SERVICES
(58) CENTER FOR SUCCESSFUL AGING
228 E ANAPAMU STE 208
SANTA BARBARA,CA93101
80-0422344 501(C)(3) 29,500 0     BEHAVIORAL HEALTH
(59) CENTER FOR URBAN AGRICULTURE AT FAIRVIEW GARDENS
598 N FAIRVIEW AVE
GOLETA,CA93117
93-1213893 501(C)(3) 10,250 0     FOOD SYSTEMS
(60) CENTRAL COAST ALLIANCE UNITED FOR A SUSTAINABLE ECONOMY
56 E MAIN STREET SUITE 210
VENTURA,CA93001
77-0578864 501(C)(3) 7,900 0     ENVIRONMENT AND ANIMALS
(61) CHANNEL ISLANDS RESTORATION
PO BOX 40228
SANTA BARBARA,CA93140
61-1463876 501(C)(3) 82,569 0     ENVIRONMENT AND ANIMALS
(62) CHANNEL ISLANDS YMCA OFFICE
1180 EUGENIA PL SUITE 104
CARPINTERIA,CA93013
95-1643379 501(C)(3) 87,970 0     HOUSING AND SHELTER
(63) CHILD ABUSE LISTENING MEDIATION INC (CALM)
1236 CHAPALA STREET
SANTA BARBARA,CA93101
23-7097910 501(C)(3) 153,100 0     CHILD CARE
(64) CHILDREN AND FAMILY RESOURCE SERVICES
3970 LA COLINA RD 2
SANTA BARBARA,CA93160
82-4121880 501(C)(3) 15,750 0     HUMAN SERVICES
(65) CHILDREN'S CREATIVE PROJECT
3970 LA COLINA RD STE 2
SANTA BARBARA,CA93110
23-7439807 501(C)(3) 9,765 0     ARTS, CULTURE, AND HUMANITIES
(66) CIVIC INFLUENCERS INC
6192 COASTAL HWY
LEWES,DE199583608
85-0634102 501(C)(3) 15,000 0     PUBLIC AND SOCIETAL BENEFIT
(67) CLIFF DRIVE CARE CENTER
1435 CLIFF DRIVE
SANTA BARBARA,CA93109
95-2281908 501(C)(3) 25,432 0     CHILD CARE
(68) COASTAL CHRISTIAN SCHOOL
1005 N OAK PARK BLVD
PISMO BEACH,CA93449
77-0105246 501(C)(3) 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(69) COLLATERAL REPAIR PROJECT
PO BOX 23146
BROOKLYN,NY11202
20-4928141 501(C)(3) 15,000 0     OTHER
(70) COMMUNIFY
5638 HOLLISTER AVE STE 230
GOLETA,CA93117
95-2491790 501(C)(3) 37,236 0     EDUCATION AND YOUTH DEVELOPMENT
(71) COMMUNITY ARTS MUSIC ASSOCIATION OF SANTA BARBARA
2060 ALAMEDA PADRE SERRA SUITE 201
SANTA BARBARA,CA931031713
95-1816010 501(C)(3) 78,390 0     ARTS, CULTURE, AND HUMANITIES
(72) COMMUNITY COUNSELING AND EDUCATION CENTER
923 OLIVE ST STE 1
SANTA BARBARA,CA931011447
77-0071282 501(C)(3) 17,000 0     BEHAVIORAL HEALTH
(73) COMMUNITY ENVIRONMENTAL COUNCIL
PO BOX 90660
SANTA BARBARA,CA931900660
94-1728064 501(C)(3) 85,800 0     ENVIRONMENT AND ANIMALS
(74) COMMUNITY FOUNDATION OF JACKSON HOLE
PO BOX 574
JACKSON,WY83001
83-0308856 501(C)(3) 6,000 0     PUBLIC AND SOCIETAL BENEFIT
(75) COMMUNITY HEALTH CENTERS OF THE CENTRAL COAST INC
150 TEJAS PL
NIPOMO,CA93444
95-3253302 501(C)(3) 32,500 0     HEALTH CARE
(76) COMMUNITY PARTNERS
1000 N ALAMEDA ST STE 240
LOS ANGELES,CA90012
95-4302067 501(C)(3) 71,000 0     BEHAVIORAL HEALTH
(77) CONGREGATION B'NAI B'RITH CORPORATION
1000 SAN ANTONIO CREEK RD
SANTA BARBARA,CA931111310
95-6006585 501(C)(3) 344,660 0     HUMAN SERVICES
(78) CORPORATE ACCOUNTABILITY
10 MILK STREET STE 610
BOSTON,MA02108
41-1322686 501(C)(3) 76,000 0     PUBLIC AND SOCIETAL BENEFIT
(79) COTTAGE REHABILITATION HOSPITAL FOUNDATION
PO BOX 689
SANTA BARBARA,CA93102
26-0433816 501(C)(3) 9,000 0     HEALTH CARE
(80) COUNCIL ON ALCOHOLISM & DRUG ABUSE
PO BOX 28
SANTA BARBARA,CA93102
95-1878858 501(C)(3) 40,700 0     BEHAVIORAL HEALTH
(81) COURT APPOINTED SPECIAL ADVOCATES OF SANTA BARBARA COUNTY
2125 S BROADWAY SUITE 106
SANTA MARIA,CA93454
33-0662734 501(C)(3) 20,750 0     HUMAN SERVICES
(82) CRANBROOK CENTER FOR COLLECTIONS AND RESEARCH
PO BOX 778761
CHICAGO,IL606778761
38-2015048 501(C)(3) 25,700 0     EDUCATION AND YOUTH DEVELOPMENT
(83) CRANE SCHOOL
1795 SAN LEANDRO LN
SANTA BARBARA,CA931082639
95-1643315 501(C)(3) 289,250 0     EDUCATION AND YOUTH DEVELOPMENT
(84) CUYAMA VALLEY FAMILY RESOURCE CENTER
PO BOX 5
NEW CUYAMA,CA932540005
45-1221069 501(C)(3) 42,000 0     FOOD SYSTEMS
(85) DELOITTE FOUNDATION
695 E MAIN ST
STAMFORD,CT069012150
13-6400341 501(C)(3) 9,000 0     PUBLIC AND SOCIETAL BENEFIT
(86) DIGNITYMOVES
2406 BUSH STREET
SAN FRANCISCO,CA94115
87-1111468 501(C)(3) 1,603,250 0     HOUSING AND SHELTER
(87) DIRECT RELIEF
6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117
95-1831116 501(C)(3) 366,453 0     HUMAN SERVICES
(88) DOCTORS WITHOUT BORDERS USA INC
PO BOX 5030
HAGERSTOWN,MD217415030
13-3433452 501(C)(3) 22,743 0     PUBLIC AND SOCIETAL BENEFIT
(89) DOCTORS WITHOUT WALLS - SANTA BARBARA STREET MEDICINE
19 E MICHELTORENA ST
SANTA BARBARA,CA931012503
33-1210731 501(C)(3) 20,200 0     HEALTH CARE
(90) DOMESTIC VIOLENCE SOLUTIONS FOR SANTA BARBARA COUNTY
PO BOX 1536
SANTA BARBARA,CA931021536
95-3495141 501(C)(3) 52,666 0     HOUSING AND SHELTER
(91) DOS PUEBLOS BAND BOOSTERS
PO BOX 8931
GOLETA,CA93117
26-3368456 501(C)(3) 12,000 0     EDUCATION AND YOUTH DEVELOPMENT
(92) DOS PUEBLOS ENGINEERING ACADEMY FOUNDATION
PO BOX 313
GOLETA,CA931160313
26-1115393 501(C)(3) 22,500 0     EDUCATION AND YOUTH DEVELOPMENT
(93) DOS PUEBLOS INSTITUTE
220 LA CASA GRANDE CIR
GOLETA,CA93117
87-4400050 501(C)(3) 25,000 0     ENVIRONMENT AND ANIMALS
(94) DREAMTREE PROJECT INC
PO BOX 1677
TAOS,NM87571
85-0462470 501(C)(3) 203,000 0     HUMAN SERVICES
(95) DRUGS & DIAGNOSTICS FOR TROPICAL DISEASES
9909 HUENNEKENS ST SUITE 100
SAN DIEGO,CA92121
27-4482027 501(C)(3) 11,000 0     HEALTH CARE
(96) DUNN SCHOOL
PO BOX 98
LOS OLIVOS,CA93441
95-1909237 501(C)(3) 16,000 0     EDUCATION AND YOUTH DEVELOPMENT
(97) EARL WARREN SHOWGROUNDS FOUNDATION
3463 STATE ST 600
SANTA BARBARA,CA93105
77-0381299 501(C)(3) 10,000 0     HUMAN SERVICES
(98) EARTHJUSTICE
50 CALIFORNIA ST STE 500
SAN FRANCISCO,CA94111
94-1730465 501(C)(3) 128,000 0     ENVIRONMENT AND ANIMALS
(99) EASY LIFT TRANSPORTATION INC
53 CASS PLACE SUITE D
GOLETA,CA93117
95-3642272 501(C)(3) 52,016 0     HUMAN SERVICES
(100) ECONOMIC ALLIANCE FOUNDATION
540 E BETTERAVIA RD D234
SANTA MARIA,CA93454
46-4034010 501(C)(3) 50,000 0     WORKFORCE DEVELOPMENT
(101) ENSEMBLE THEATRE COMPANY
PO BOX 2307
SANTA BARBARA,CA93120
95-3408200 501(C)(3) 106,000 0     ARTS, CULTURE, AND HUMANITIES
(102) ENVIRONMENTAL DEFENSE CENTER
906 GARDEN ST
SANTA BARBARA,CA931017404
77-0061994 501(C)(3) 36,500 0     ENVIRONMENT AND ANIMALS
(103) EQUAL JUSTICE INITIATIVE
122 COMMERCE ST
MONTGOMERY,AL36104
63-1135091 501(C)(3) 20,000 0     PUBLIC AND SOCIETAL BENEFIT
(104) EVERYBODY DANCE NOW
PO BOX 22960
SANTA BARBARA,CA93121
45-2107249 501(C)(3) 10,000 0     ARTS, CULTURE, AND HUMANITIES
(105) EXPLORE ECOLOGY
302 E COTA ST
SANTA BARBARA,CA93101
20-4944165 501(C)(3) 39,500 0     ENVIRONMENT AND ANIMALS
(106) EXPLORING SOLUTIONS PAST THE MAYA FOREST ALLIANCE
PO BOX 3962
SANTA BARBARA,CA93130
77-0577587 501(C)(3) 20,000 0     PUBLIC AND SOCIETAL BENEFIT
(107) FAMILY SERVICE AGENCY OF SANTA BARBARA
123 WEST GUTIERREZ ST
SANTA BARBARA,CA93101
95-1644031 501(C)(3) 261,732 0     BEHAVIORAL HEALTH
(108) FAMILY THERAPY INSTITUTE
111 E ARRELLAGA STREET
SANTA BARBARA,CA93101
95-3531862 501(C)(3) 10,250 0     HUMAN SERVICES
(109) FIELD INSTITUTE OF TAOS
PO BOX 486
ARROYO SECO,NM87514
85-0442587 501(C)(3) 35,000 0     HUMAN SERVICES
(110) FIGHTING BACK SANTA MARIA VALLEY
PO BOX 184
SANTA MARIA,CA934560184
65-1234981 501(C)(3) 20,000 0     CHILD CARE
(111) FLAMENCO ARTS FESTIVAL
PO BOX 90217
SANTA BARBARA,CA93190
77-0515629 501(C)(3) 7,000 0     ARTS, CULTURE, AND HUMANITIES
(112) FOOD & WATER WATCH
1616 P ST NW STE 300
WASHINGTON,DC20036
32-0160439 501(C)(3) 2,151,000 0     FOOD SYSTEMS
(113) FOOD FROM THE HEART
PO BOX 3908
SANTA BARBARA,CA93130
56-2334859 501(C)(3) 16,000 0     FOOD SYSTEMS
(114) FOODBANK OF SANTA BARBARA COUNTY
4554 HOLLISTER AVE
SANTA BARBARA,CA93110
77-0169214 501(C)(3) 182,143 0     FOOD SYSTEMS
(115) FREE METHODIST CHURCH
1435 CLIFF DRIVE
SANTA BARBARA,CA93109
38-3808639 501(C)(3) 12,000 0     OTHER
(116) FREEDOM 4 YOUTH
PO BOX 2096
SANTA BARBARA,CA931202096
27-4437945 501(C)(3) 14,500 0     EDUCATION AND YOUTH DEVELOPMENT
(117) FRIENDS OF THE SANTA BARBARA PUBLIC LIBRARY
PO BOX 1019
SANTA BARBARA,CA931021019
23-7380305 501(C)(3) 27,050 0     EDUCATION AND YOUTH DEVELOPMENT
(118) FRIENDSHIP CENTER ADULT DAY SERVICES
89 EUCALYPTUS LN
SANTA BARBARA,CA93108
95-3398938 501(C)(3) 20,000 0     BEHAVIORAL HEALTH
(119) FUND FOR SANTA BARBARA INC
1219 STATE ST
SANTA BARBARA,CA931900710
77-0070742 501(C)(3) 154,200 0     PUBLIC AND SOCIETAL BENEFIT
(120) FUTURE LEADERS OF AMERICA
PO BOX 51637
OXNARD,CA93031
77-0071036 501(C)(3) 8,500 0     HUMAN SERVICES
(121) GANNA WALSKA LOTUSLAND
695 ASHLEY ROAD
SANTA BARBARA,CA931081059
23-7082550 501(C)(3) 123,350 0     ENVIRONMENT AND ANIMALS
(122) GARDEN COURT INC
1116 DE LA VINA ST
SANTA BARBARA,CA93101
33-0764192 501(C)(3) 5,200 0     HOUSING AND SHELTER
(123) GATEWAY EDUCATIONAL SERVICES
PO BOX 6333
SANTA BARBARA,CA93160
90-0594912 501(C)(3) 14,400 0     EDUCATION AND YOUTH DEVELOPMENT
(124) GAVIOTA COAST CONSERVANCY
PO BOX 1099
GOLETA,CA93116
77-0455133 501(C)(3) 31,500 0     ENVIRONMENT AND ANIMALS
(125) GIRLS INCORPORATED OF CARPINTERIA
5315 FOOTHILL ROAD
CARPINTERIA,CA93013
23-7430292 501(C)(3) 144,030 0     CHILD CARE
(126) GIRLS INCORPORATED OF GREATER SANTA BARBARA
PO BOX 236
SANTA BARBARA,CA931020236
95-6006417 501(C)(3) 63,223 0     CHILD CARE
(127) GIRLS ROCK SB
PO BOX 5768
SANTA BARBARA,CA93150
46-0687975 501(C)(3) 25,642 0     ARTS, CULTURE, AND HUMANITIES
(128) GIVEWELL
1714 FRANKLIN ST 100335
OAKLAND,CA946123409
20-8625442 501(C)(3) 20,000 0     PUBLIC AND SOCIETAL BENEFIT
(129) GOLETA EDUCATION FOUNDATION
PO BOX 1177
GOLETA,CA931161177
77-0223008 501(C)(3) 12,500 0     EDUCATION AND YOUTH DEVELOPMENT
(130) GOOD SAMARITAN SHELTER INC
245 E INGER DRIVE SUITE 103 B
SANTA MARIA,CA93454
77-0133375 501(C)(3) 131,175 0     HOUSING AND SHELTER
(131) GUADALUPE UNION SCHOOL DISTRICT
PO BOX 788
GUADALUPE,CA934340788
77-0070778 501(C)(3) 27,725 0     EDUCATION AND YOUTH DEVELOPMENT
(132) GUADALUPE-NIPOMO DUNES CENTER
1065 GUADALUPE ST
GUADALUPE,CA934341321
77-0502739 501(C)(3) 15,202 0     ENVIRONMENT AND ANIMALS
(133) HABITAT FOR HUMANITY EAST BAYSILICON VALLEY
2619 BROADWAY
OAKLAND,CA94612
94-3053687 501(C)(3) 35,000 0     HOUSING AND SHELTER
(134) HEAL THE OCEAN
PO BOX 90106
SANTA BARBARA,CA93190
77-0565183 501(C)(3) 21,000 0     ENVIRONMENT AND ANIMALS
(135) HEALING JUSTICE SANTA BARBARA
400 STORKE RD
GOLETA,CA93118
88-1792712 501(C)(3) 5,050 0     ARTS, CULTURE, AND HUMANITIES
(136) HEARTS ALIGNED INC
PO BOX 901
GOLETA,CA93111
87-1191245 501(C)(3) 134,287 0     HUMAN SERVICES
(137) HEARTS THERAPEUTIC EQUESTRIAN CENTER
PO BOX 30662
SANTA BARBARA,CA93130
77-0460907 501(C)(3) 41,000 0     HUMAN SERVICES
(138) HELP OF OJAI
PO BOX 621
OJAI,CA930240621
95-2872549 501(C)(3) 20,500 0     HEALTH CARE
(139) HILLSIDE HOUSE
1235 VERONICA SPRINGS RD
SANTA BARBARA,CA931054522
95-1816019 501(C)(3) 49,595 0     HEALTH CARE
(140) HOLDERMAN ENDOWMENT FOR LA PATERA SCHOOL
555 N LA PATERA LANE
GOLETA,CA93117
95-6205039 501(C)(3) 20,000 0     EDUCATION AND YOUTH DEVELOPMENT
(141) HOLY CROSS MEDICAL CENTER
413 SIPAPU ST
TAOS,NM87571
85-0289839 501(C)(3) 20,000 0     HEALTH CARE
(142) HOMEBOY INDUSTRIES
130 W BRUNO ST
LOS ANGELES,CA90012
95-4800735 501(C)(3) 8,000 0     HUMAN SERVICES
(143) HOMES FOR OUR TROOPS
6 MAIN ST
TAUNTON,MA02780
54-2143612 501(C)(3) 10,000 0     PUBLIC AND SOCIETAL BENEFIT
(144) HOSPICE OF SANTA BARBARA INC
2050 ALAMEDA PADRE SERRA 100
SANTA BARBARA,CA93103
23-7448586 501(C)(3) 43,050 0     BEHAVIORAL HEALTH
(145) HUMAN RIGHTS WATCH INC
11500 W OLYMPIC BLVD STE 608
LOS ANGELES,CA90064
13-2875808 501(C)(3) 8,500 0     PUBLIC AND SOCIETAL BENEFIT
(146) HUMANE SOCIETY OF THE UNITED STATES
1255 23RD STREET NW SUITE 450
WASHINGTON,DC20037
53-0225390 501(C)(3) 75,000 0     ENVIRONMENT AND ANIMALS
(147) IDF LIFE FOR A CHILD USA INC
2304 TRESCOTT DR
TALLAHASSEE,FL32308
47-4901579 501(C)(3) 10,000 0     HEALTH CARE
(148) IMAGINE LOS ANGELES
672 S LAFAYETTE PARK PLACE STE 28
LOS ANGELES,CA90057
20-4637089 501(C)(3) 14,466 0     HUMAN SERVICES
(149) IMPACTASSETS
4340 EAST WEST HIGHWAY SUITE 210
BETHESDA,MD20814
26-2048480 501(C)(3) 25,000 0     PUBLIC AND SOCIETAL BENEFIT
(150) INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 6068
ALBERT LEA,MN560079847
13-5660870 501(C)(3) 5,500 0     OTHER
(151) JEWISH FEDERATION OF GREATER SANTA BARBARA
524 CHAPALA ST
SANTA BARBARA,CA931013412
23-7354759 501(C)(3) 74,900 0     BEHAVIORAL HEALTH
(152) JUNIOR LEAGUE OF SANTA BARBARA INC
229 E VICTORIA ST
SANTA BARBARA,CA93101
95-6001744 501(C)(3) 5,200 0     PUBLIC AND SOCIETAL BENEFIT
(153) KIDS EDUCATIONAL ENGAGEMENT PROJECT
485 CHANDLER POND DR
LAWRENCEVILLE,GA30043
82-1262396 501(C)(3) 15,000 0     HUMAN SERVICES
(154) KNOWLEDGE IMPACT NETWORK
3115 ALAMEDA DE LAS PULGAS
MENLO PARK,CA94025
85-3426545 501(C)(3) 91,850 0     ENVIRONMENT AND ANIMALS
(155) KOLKER SAXON FAMILY FOUNDATION INC
101 W MT ROYAL AVE
BALTIMORE,MD21201
52-1636273 501(C)(3) 10,000 0     HUMAN SERVICES
(156) LAGUNA BLANCA SCHOOL
4125 PALOMA DR
SANTA BARBARA,CA93110
95-1641448 501(C)(3) 29,250 0     EDUCATION AND YOUTH DEVELOPMENT
(157) LATINO COMMUNITY FOUNDATION
235 MONTGOMERY STREET ST 1160
SAN FRANCISCO,CA94104
81-0564400 501(C)(3) 10,000 0     PUBLIC AND SOCIETAL BENEFIT
(158) LEADING FROM WITHIN
PO BOX 806
SANTA BARBARA,CA93101
68-0365504 501(C)(3) 133,500 0     PUBLIC AND SOCIETAL BENEFIT
(159) LEAGUE OF AMERICAN ORCHESTRAS
520 8TH AVE STE 2005 20TH FL
NEW YORK,NY10018
23-7300636 501(C)(3) 10,000 0     ARTS, CULTURE, AND HUMANITIES
(160) LEAP LEARN ENGAGE ADVOCATE PARTNER
PO BOX 1332
GOLETA,CA93116
95-3007419 501(C)(3) 60,660 0     HUMAN SERVICES
(161) LIVING EARTH INC
133 VISTA DEL MAR DR
SANTA BARBARA,CA93109
61-1964229 501(C)(3) 20,000 0     ENVIRONMENT AND ANIMALS
(162) LOBERO THEATRE FOUNDATION
33 E CANON PERDIDO ST
SANTA BARBARA,CA931012246
95-1831068 501(C)(3) 120,469 0     ARTS, CULTURE, AND HUMANITIES
(163) LOMPOC HOSPITAL DISTRICT FOUNDATION
PO BOX 883
LOMPOC,CA93438
77-0262454 501(C)(3) 6,000 0     HUMAN SERVICES
(164) LOMPOC POPS ORCHESTRA
PO BOX 1372
LOMPOC,CA93438
77-0503272 501(C)(3) 7,600 0     ARTS, CULTURE, AND HUMANITIES
(165) LOMPOC VALLEY COMMUNITY HEALTHCARE ORGANIZATION INC
PO BOX 368
LOMPOC,CA934380368
77-0494140 501(C)(3) 17,000 0     FOOD SYSTEMS
(166) LOMPOC VALLEY PARKS RECREATION AND POOL FOUNDATION INC
601 E OCEAN AVE STE 17
LOMPOC,CA93436
26-2948190 501(C)(3) 25,000 0     ENVIRONMENT AND ANIMALS
(167) LOS AMIGOS DE GUADALUPE
4545 10TH ST
GUADALUPE,CA93434
82-1325014 501(C)(3) 10,000 0     PUBLIC AND SOCIETAL BENEFIT
(168) LOS PADRES FOREST ASSOCIATION
PO BOX 1282
GOLETA,CA931161282
77-0011516 501(C)(3) 34,236 0     ENVIRONMENT AND ANIMALS
(169) LOS PADRES FOREST WATCH INC
PO BOX 831
SANTA BARBARA,CA93102
20-1531390 501(C)(3) 10,150 0     ENVIRONMENT AND ANIMALS
(170) MAIN-BEGG FARMHOUSE
5001 HOLLISTER AVE
SANTA BARBARA,CA93111
83-3962786 501(C)(3) 25,000 0     ARTS, CULTURE, AND HUMANITIES
(171) MARIAN REGIONAL MEDICAL CENTER FOUNDATION
1400 E CHURCH ST
SANTA MARIA,CA93454
95-3818027 501(C)(3) 16,967 0     HEALTH CARE
(172) MASSACHUSETTS AUDUBON SOCIETY INC
208 S GREAT RD
LINCOLN,MA017734816
04-2104702 501(C)(3) 15,000 0     ENVIRONMENT AND ANIMALS
(173) MAYA ECONOMIC DEVELOPMENT CORPORATION
16411 MARCY ST
OMAHA,NE68118
88-2164280 501(C)(3) 139,000 0     PUBLIC AND SOCIETAL BENEFIT
(174) MAYO CLINIC
13400 E SHEA BLVD
SCOTTSDALE,AZ85259
86-0800150 501(C)(3) 10,000 0     HEALTH CARE
(175) MENTAL HEALTH ASSOCIATION IN SANTA BARBARA COUNTY
617 GARDEN ST
SANTA BARBARA,CA93101
95-1962659 501(C)(3) 71,450 0     BEHAVIORAL HEALTH
(176) MISS PORTERS SCHOOL INC
60 MAIN ST
FARMINGTON,CT06032
06-0646786 501(C)(3) 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(177) MIXTECO INDIGENA COMMUNITY ORGANIZING PROJECT
135 MAGNOLIA AVENUE
OXNARD,CA93030
30-0045901 501(C)(3) 38,161 0     PUBLIC AND SOCIETAL BENEFIT
(178) MONTECITO RETIREMENT ASSOCIATION
300 HOT SPRINGS RD
SANTA BARBARA,CA93108
23-7425754 501(C)(3) 16,100 0     HUMAN SERVICES
(179) MONTECITO UNION SCHOOL FOUNDATION
PO BOX 5561
SANTA BARBARA,CA93150
95-3609133 501(C)(3) 6,250 0     EDUCATION AND YOUTH DEVELOPMENT
(180) MOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION
125 STATE STREET
SANTA BARBARA,CA93101
77-0252722 501(C)(3) 67,700 0     ARTS, CULTURE, AND HUMANITIES
(181) MUSEUM OF CONTEMPORARY ART SANTA BARBARA INC
653 PASEO NUEVO
SANTA BARBARA,CA931013392
95-3384859 501(C)(3) 6,000 0     ARTS, CULTURE, AND HUMANITIES
(182) MUSIC ACADEMY OF THE WEST
1070 FAIRWAY RD
SANTA BARBARA,CA931082899
95-1525814 501(C)(3) 494,099 0     ARTS, CULTURE, AND HUMANITIES
(183) NATIONAL BLOOD FOUNDATION RESEARCH & EDUCATION TRUST FUND
8101 GLENBROOK RD
BETHESDA,MD208142749
52-2059102 501(C)(3) 11,030 0     HEALTH CARE
(184) NATIONAL DISASTER SEARCH DOG FOUNDATION
6800 WHEELER CANYON RD
SANTA PAULA,CA93060
77-0412509 501(C)(3) 13,750 0     PUBLIC AND SOCIETAL BENEFIT
(185) NATIONAL FEDERATION OF THE BLIND INC
200 E WELLS ST
BALTIMORE,MD21230
02-0259978 501(C)(3) 84,520 0     HEALTH CARE
(186) NATIONAL PARK FOUNDATION
1110 VERMONT AVE NW STE 200
WASHINGTON,DC20005
52-1086761 501(C)(3) 26,350 0     ENVIRONMENT AND ANIMALS
(187) NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE ROAD SUITE 150
JENKINTOWN,PA19046
23-7825575 501(C)(3) 25,000 0     PUBLIC AND SOCIETAL BENEFIT
(188) NATIONAL PUBLIC RADIO INC
1111 N CAPITOL ST NE
WASHINGTON,DC20002
52-0907625 501(C)(3) 37,000 0     ARTS, CULTURE, AND HUMANITIES
(189) NATIONAL SKEET SHOOTING ASSOCIATION
5931 ROFT RD
SAN ANTONIO,TX78253
75-0108632 501(C)(3) 25,000 0     EDUCATION AND YOUTH DEVELOPMENT
(190) NATURE CONSERVANCY INC
4245 N FAIRFAX DR STE 100
ARLINGTON,VA22203
53-0242652 501(C)(3) 83,360 0     ENVIRONMENT AND ANIMALS
(191) NATURETRACK FOUNDATION
PO BOX 953
LOS OLIVOS,CA93441
45-3040646 501(C)(3) 12,000 0     EDUCATION AND YOUTH DEVELOPMENT
(192) NEBULA DANCE LAB
PO BOX 30245
SANTA BARBARA,CA93130
27-3489380 501(C)(3) 10,000 0     ARTS, CULTURE, AND HUMANITIES
(193) NEW BEGINNINGS COUNSELING CENTER
324 EAST CARRILLO STREET SUITE C
SANTA BARBARA,CA93101
77-0556795 501(C)(3) 90,600 0     HOUSING AND SHELTER
(194) NORTHERN CHUMASH TRIBAL COUNCIL
PO BOX 6533
LOS OSOS,CA93412
84-1709436 501(C)(3) 10,000 0     ENVIRONMENT AND ANIMALS
(195) NOTES FOR NOTES INCORPORATED
PO BOX 90632
SANTA BARBARA,CA93190
20-4875556 501(C)(3) 17,500 0     ARTS, CULTURE, AND HUMANITIES
(196) OCEANHILLS COVENANT CHURCH
1002 ANACAPA ST
SANTA BARBARA,CA93101
77-0489999 501(C)(3) 30,000 0     OTHER
(197) OJAI FESTIVALS LTD
PO BOX 185
OJAI,CA93024
95-2122508 501(C)(3) 25,000 0     ARTS, CULTURE, AND HUMANITIES
(198) OJAI VALLEY SCHOOL
723 EL PASEO RD
OJAI,CA93023
95-1661099 501(C)(3) 87,053 0     EDUCATION AND YOUTH DEVELOPMENT
(199) OJAI VALLEY YOUTH FOUNDATION
PO BOX 1543
OJAI,CA93024
77-0455993 501(C)(3) 9,600 0     HUMAN SERVICES
(200) OJAICARES
PO BOX 730
OJAI,CA930240730
46-3130611 501(C)(3) 16,000 0     HEALTH CARE
(201) OLD SPANISH DAYS
PO BOX 30460
SANTA BARBARA,CA93130
95-1541669 501(C)(3) 10,000 0     ARTS, CULTURE, AND HUMANITIES
(202) OLIVE CREST
2130 E 4TH STREET SUITE 200
SANTA ANA,CA92705
95-2877102 501(C)(3) 25,000 0     HOUSING AND SHELTER
(203) ONE COMMUNITY ACTION
PO BOX 5806
SANTA MARIA,CA93456
82-1489073 501(C)(3) 11,000 0     PUBLIC AND SOCIETAL BENEFIT
(204) ONE MIND
PO BOX 680
RUTHERFORD,CA94573
68-0359707 501(C)(3) 25,000 0     HEALTH CARE
(205) ONE805 INC
2000 STATE STREET
SANTA BARBARA,CA93105
83-2571437 501(C)(3) 11,000 0     PUBLIC AND SOCIETAL BENEFIT
(206) OPUS ARCHIVES AND RESEARCH CENTER INC
PO BOX 1078
CARPINTERIA,CA930141078
77-0225564 501(C)(3) 20,000 0     EDUCATION AND YOUTH DEVELOPMENT
(207) ORCUTT AREA SENIORS IN SERVICE INC
PO BOX 2637
ORCUTT,CA93457
77-0058257 501(C)(3) 8,000 0     HOUSING AND SHELTER
(208) OREGON COMMUNITY FOUNDATION
1221 SW YAMHILL ST
PORTLAND,OR972052126
23-7315673 501(C)(3) 25,000 0     PUBLIC AND SOCIETAL BENEFIT
(209) OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION
PO BOX 29017
PORTLAND,OR97296
23-7083114 501(C)(3) 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(210) ORGANIC SOUP KITCHEN
315 MEIGS RD STE A 369
SANTA BARBARA,CA931091900
27-1081432 501(C)(3) 15,500 0     FOOD SYSTEMS
(211) OUR LADY OF MOUNT CARMEL CATHOLIC CHURCH
1300 E VALLEY RD
SANTA BARBARA,CA931081203
53-0196617 501(C)(3) 24,000 0     OTHER
(212) PACIFIC EDGE VOICES
PO BOX 8568
BERKELEY,CA947070568
94-2783909 501(C)(3) 13,017 0     ARTS, CULTURE, AND HUMANITIES
(213) PACIFIC ENVIRONMENT AND RESOURCES CENTER
473 PINE ST THIRD FLOOR
SAN FRANCISCO,CA94104
94-2628924 501(C)(3) 6,000 0     ENVIRONMENT AND ANIMALS
(214) PARTNERS IN HOUSING SOLUTIONS
210 E CLARK AVE SUITE B
SANTA MARIA,CA93455
83-1183210 501(C)(3) 8,000 0     HOUSING AFFORDABILITY
(215) PASEO PROJECT INC
PO BOX 1075
TAOS,NM87571
81-1852200 501(C)(3) 25,000 0     ARTS, CULTURE, AND HUMANITIES
(216) PATHPOINT
315 W HALEY ST STE 202
SANTA BARBARA,CA931013471
95-2371668 501(C)(3) 12,250 0     HUMAN SERVICES
(217) PBS FOUNDATION
2100 CRYSTAL DR 3 FL
ARLINGTON,VA22202
20-1476451 501(C)(3) 12,075 0     ARTS, CULTURE, AND HUMANITIES
(218) PBS SOCAL
3080 BRISTOL STREET SUITE 400
COSTA MESA,CA92626
95-3220724 501(C)(3) 5,100 0     EDUCATION AND YOUTH DEVELOPMENT
(219) PCPA FOUNDATION
800 S COLLEGE
SANTA MARIA,CA93454
77-0399484 501(C)(3) 10,100 0     ARTS, CULTURE, AND HUMANITIES
(220) PEACE OF MIND DOG RESCUE
PO BOX 51554
PACIFIC GROVE,CA93950
27-1154816 501(C)(3) 17,500 0     ENVIRONMENT AND ANIMALS
(221) PEOPLE ASSISTING THE HOMELESS
PO BOX 24116
SANTA BARBARA,CA93121
95-3950196 501(C)(3) 33,400 0     HOUSING AND SHELTER
(222) PEOPLE FOR LEISURE AND YOUTH INC
615 SOUTH MCCLELLAND STREET
SANTA MARIA,CA93454
77-0469844 501(C)(3) 23,484 0     EDUCATION AND YOUTH DEVELOPMENT
(223) PEOPLE'S SELF-HELP HOUSING CORPORATION
26 E VICTORIA ST
SANTA BARBARA,CA93101
95-2750154 501(C)(3) 38,050 0     EDUCATION AND YOUTH DEVELOPMENT
(224) PERFORMANCES TO GROW ON
PO BOX 212
OJAI,CA93024
77-0400314 501(C)(3) 9,600 0     ARTS, CULTURE, AND HUMANITIES
(225) PHILANTHROPIC VENTURES FOUNDATION
1222 PRESERVATION PARK WAY
OAKLAND,CA94612
94-3136771 501(C)(3) 84,388 0     PUBLIC AND SOCIETAL BENEFIT
(226) PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE
5100 WISCONSIN AVENUE NW STE 400
WASHINGTON,DC20016
52-1394893 501(C)(3) 14,500 0     ENVIRONMENT AND ANIMALS
(227) PLANET PROTECTORS
14 W GUTIERREZ ST
SANTA BARBARA,CA93101
92-0331803 501(C)(3) 16,000 0     ENVIRONMENT AND ANIMALS
(228) PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST
518 GARDEN STREET
SANTA BARBARA,CA93101
95-2319356 501(C)(3) 211,225 0     HEALTH CARE
(229) PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAM ST
NEW YORK,NY10038
13-1644147 501(C)(3) 19,000 0     HEALTH CARE
(230) PUBLIC CITIZEN FOUNDATION INC
1600 20TH ST NW
WASHINGTON,DC20009
52-1263996 501(C)(3) 5,600 0     PUBLIC AND SOCIETAL BENEFIT
(231) QUAIL SPRINGS
35070 HIGHWAY 33
MARICOPA,CA93252
38-3692928 501(C)(3) 6,000 0     ENVIRONMENT AND ANIMALS
(232) RAINFOREST CONNECTION
440 COBIA DR STE 1902
KATY,TX77494
46-2022575 501(C)(3) 250,000 0     ENVIRONMENT AND ANIMALS
(233) REACH
893 MARSH ST 13201
SAN LUIS OBISPO,CA93401
83-2082676 501(C)(3) 7,500 0     WORKFORCE DEVELOPMENT
(234) REDFORD CENTER
1016 LINCOLN BLVD SUITE 322
SAN FRANCISCO,CA94129
46-4549706 501(C)(3) 10,000 0     ENVIRONMENT AND ANIMALS
(235) REGENTS OF THE UNIVERSITY OF CALIFORNIA SANTA BARBARA
UNIVERSITY OF CALIFORNIA SANTA
BARBARA
SANTA BARBARA,CA931062013
95-6006145 501(C)(3) 722,150 0     EDUCATION AND YOUTH DEVELOPMENT
(236) REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES
100 STEIN PLAZA RM 1-124
LOS ANGELES,CA90095
95-6006143 501(C)(3) 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(237) RESCUE MISSION ALLIANCE
315 N A ST
OXNARD,CA930304901
23-7278002 501(C)(3) 6,000 0     HUMAN SERVICES
(238) RETETI ELEPHANT
609 GREENWICH ST FL 4
NEW YORK CITY,NY10014
86-3077874 501(C)(3) 20,000 0     ENVIRONMENT AND ANIMALS
(239) RIOS PROMISE INC
187 3RD ST
SOLVANG,CA934632819
47-2092483 501(C)(3) 20,000 0     HUMAN SERVICES
(240) ROUTE ONE FARMERS MARKET
168 INVERNESS AVENUE
LOMPOC,CA93436
84-4018801 501(C)(3) 30,000 0     FOOD SYSTEMS
(241) ROYALS THEATRE PRODUCTION FUND
5110 CATHEDRAL OAKS RD
SANTA BARBARA,CA93111
84-2538418 501(C)(3) 7,000 0     ARTS, CULTURE, AND HUMANITIES
(242) SAGE TRAIL ALLIANCE
PO BOX 4003
SANTA BARBARA,CA93101
77-0342830 501(C)(3) 31,000 0     ENVIRONMENT AND ANIMALS
(243) SAINT MARK UNITED METHODIST CHURCH
3942 LA COLINA RD
SANTA BARBARA,CA93110
95-2487538 501(C)(3) 8,000 0     CHILD CARE
(244) SALVATION ARMY - SANTA BARBARA CORPS
PO BOX 6190
SANTA BARBARA,CA93160
94-1156347 501(C)(3) 6,950 0     CHILD CARE
(245) SAN FRANCISCO SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMA
201 ALABAMA STREET
SAN FRANCISCO,CA94103
94-0836580 501(C)(3) 50,000 0     ENVIRONMENT AND ANIMALS
(246) SAN MARCOS HIGH SCHOOL ROYAL BAND BOOSTERS
4750 HOLLISTER AVE
SANTA BARBARA,CA931101921
77-0086774 501(C)(3) 7,500 0     EDUCATION AND YOUTH DEVELOPMENT
(247) SANCTUARY CENTERS OF SANTA BARBARA INC
PO BOX 551
SANTA BARBARA,CA93102
95-3066786 501(C)(3) 42,500 0     BEHAVIORAL HEALTH
(248) SANSUM CLINIC
PO BOX 1200
SANTA BARBARA,CA931021200
95-6419205 501(C)(3) 17,000 0     HEALTH CARE
(249) SANSUM DIABETES RESEARCH INSTITUTE
2219 BATH STREET
SANTA BARBARA,CA93105
95-1684086 501(C)(3) 146,000 0     HEALTH CARE
(250) SANTA BARBARA AGRICULTURAL AND FARM EDUCATION FOUNDATION
PO BOX 644
SUMMERLAND,CA93067
85-3329449 501(C)(3) 8,000 0     FOOD SYSTEMS
(251) SANTA BARBARA ARTS COLLABORATIVE INC
PO BOX 1414
SANTA BARBARA,CA93101
27-3262168 501(C)(3) 31,000 0     ARTS, CULTURE, AND HUMANITIES
(252) SANTA BARBARA BLUES SOCIETY
PO BOX 30853
SANTA BARBARA,CA93130
95-3564570 501(C)(3) 7,500 0     ARTS, CULTURE, AND HUMANITIES
(253) SANTA BARBARA BOTANIC GARDEN INC
1212 MISSION CANYON RD
SANTA BARBARA,CA931052126
95-1644628 501(C)(3) 114,407 0     ENVIRONMENT AND ANIMALS
(254) SANTA BARBARA BOWL FOUNDATION
1122 N MILPAS ST
SANTA BARBARA,CA93103
95-3618955 501(C)(3) 76,450 0     ARTS, CULTURE, AND HUMANITIES
(255) SANTA BARBARA BUCKET BRIGADE
PO BOX 50640
SANTA BARBARA,CA93150
83-1156413 501(C)(3) 46,000 0     PUBLIC AND SOCIETAL BENEFIT
(256) SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC
1214 STATE STREET 6TH FLOOR
SANTA BARBARA,CA93101
95-3847102 501(C)(3) 1,119,288 0     ARTS, CULTURE, AND HUMANITIES
(257) SANTA BARBARA CHAMBER PLAYERS
489 PINTURA DRIVE
SANTA BARBARA,CA93111
88-1763155 501(C)(3) 7,500 0     ARTS, CULTURE, AND HUMANITIES
(258) SANTA BARBARA CHANNELKEEPER
714 BOND AVE
SANTA BARBARA,CA931033131
91-2151460 501(C)(3) 92,400 0     ENVIRONMENT AND ANIMALS
(259) SANTA BARBARA COMMUNITY YOUTH PERFORMING ARTS CENTER
PO BOX 21046
SANTA BARBARA,CA93121
77-0543169 501(C)(3) 22,850 0     ARTS, CULTURE, AND HUMANITIES
(260) SANTA BARBARA COTTAGE HOSPITAL FOUNDATION
PO BOX 689
SANTA BARBARA,CA931020689
95-3802238 501(C)(3) 186,965 0     HEALTH CARE
(261) SANTA BARBARA COUNTY ACTION NETWORK
PO BOX 6174
SANTA MARIA,CA934566174
73-1676916 501(C)(3) 8,100 0     PUBLIC AND SOCIETAL BENEFIT
(262) SANTA BARBARA COUNTY EDUCATION OFFICE
PO BOX 6307
SANTA BARBARA,CA93160
95-6000940 501(C)(3) 37,500 0     EDUCATION AND YOUTH DEVELOPMENT
(263) SANTA BARBARA COUNTY FOOD ACTION NETWORK
133 EAST DE LA GUERRA 268
SANTA BARBARA,CA93101
87-1266678 501(C)(3) 8,500 0     FOOD SYSTEMS
(264) SANTA BARBARA COUNTY IMMIGRANT LEGAL DEFENSE CENTER
1136 E MONTECITO ST
SANTA BARBARA,CA931032635
32-0549576 501(C)(3) 7,000 0     HUMAN SERVICES
(265) SANTA BARBARA COUNTY VETERANS COLLABORATIVE INC
606 ALAMO PINTADO RD STE 3 193
SOLVANG,CA93463
85-4353506 501(C)(3) 35,000 0     PUBLIC AND SOCIETAL BENEFIT
(266) SANTA BARBARA DANCE INSTITUTE
1330 STATE STREET SUITE 207
SANTA BARBARA,CA93101
26-4255635 501(C)(3) 12,500 0     ARTS, CULTURE, AND HUMANITIES
(267) SANTA BARBARA EDUCATION FOUNDATION
133 E DE LA GUERRA STE 366
SANTA BARBARA,CA93101
77-0071544 501(C)(3) 166,900 0     EDUCATION AND YOUTH DEVELOPMENT
(268) SANTA BARBARA FESTIVAL BALLET
127 WEST CANON PERDIDO
SANTA BARBARA,CA93101
23-7429689 501(C)(3) 7,500 0     ARTS, CULTURE, AND HUMANITIES
(269) SANTA BARBARA HILLEL
781 EMBARCADERO DEL MAR
GOLETA,CA93117
91-2054237 501(C)(3) 12,300 0     PUBLIC AND SOCIETAL BENEFIT
(270) SANTA BARBARA HISTORICAL MUSEUM
136 E DE LA GUERRA ST
SANTA BARBARA,CA931012205
95-6005796 501(C)(3) 26,011 0     ARTS, CULTURE, AND HUMANITIES
(271) SANTA BARBARA HUMANE SOCIETY
5399 OVERPASS RD
SANTA BARBARA,CA93111
95-1643377 501(C)(3) 98,011 0     ENVIRONMENT AND ANIMALS
(272) SANTA BARBARA INTERNATIONAL FILM FESTIVAL
1528 CHAPALA STREET SUITE 203
SANTA BARBARA,CA93101
77-0073674 501(C)(3) 22,000 0     ARTS, CULTURE, AND HUMANITIES
(273) SANTA BARBARA MARITIME MUSEUM
113 HARBOR WAY STE 190
SANTA BARBARA,CA931092344
77-0392953 501(C)(3) 25,350 0     ARTS, CULTURE, AND HUMANITIES
(274) SANTA BARBARA MEALS ON WHEELS
PO BOX 6099
SANTA BARBARA,CA93160
51-0139577 501(C)(3) 8,000 0     FOOD SYSTEMS
(275) SANTA BARBARA MIDDLE SCHOOL
1321 ALAMEDA PADRE SERRA
SANTA BARBARA,CA93103
95-3134383 501(C)(3) 7,000 0     EDUCATION AND YOUTH DEVELOPMENT
(276) SANTA BARBARA MUSEUM OF ART
1130 STATE ST
SANTA BARBARA,CA931012713
95-1664122 501(C)(3) 420,018 0     ARTS, CULTURE, AND HUMANITIES
(277) SANTA BARBARA MUSEUM OF NATURAL HISTORY
2559 PUESTA DEL SOL
SANTA BARBARA,CA93105
95-1643378 501(C)(3) 501,971 0     ARTS, CULTURE, AND HUMANITIES
(278) SANTA BARBARA NEIGHBORHOOD CLINICS
414 E COTA ST 1
SANTA BARBARA,CA931011624
77-0496382 501(C)(3) 116,550 0     HEALTH CARE
(279) SANTA BARBARA NEW HOUSE
2434 BATH ST
SANTA BARBARA,CA93105
95-2887119 501(C)(3) 16,750 0     BEHAVIORAL HEALTH
(280) SANTA BARBARA OPERA ASSOCIATION
1330 STATE ST STE 209
SANTA BARBARA,CA931012681
77-0347413 501(C)(3) 117,924 0     ARTS, CULTURE, AND HUMANITIES
(281) SANTA BARBARA PARTNERS IN EDUCATION
3970 LA COLINA RD STE 9
SANTA BARBARA,CA93110
77-0549803 501(C)(3) 17,921 0     EDUCATION AND YOUTH DEVELOPMENT
(282) SANTA BARBARA POLICE ACTIVITIES LEAGUE
PO BOX 91121
SANTA BARBARA,CA931901121
77-0523426 501(C)(3) 10,000 0     HUMAN SERVICES
(283) SANTA BARBARA PUBLIC LIBRARY
PO BOX 1019
SANTA BARBARA,CA93102
46-0750188 SANTA BARBARA 181,200 0     PUBLIC AND SOCIETAL BENEFIT
(284) SANTA BARBARA RESCUE MISSION
535 E YANONALI ST
SANTA BARBARA,CA93103
95-6134271 501(C)(3) 16,309 0     HOUSING AND SHELTER
(285) SANTA BARBARA RESPONSE NETWORK
3905 STATE ST 7-271
SANTA BARBARA,CA93105
30-0703710 501(C)(3) 35,900 0     BEHAVIORAL HEALTH
(286) SANTA BARBARA REVELS INC
PO BOX 41535
SANTA BARBARA,CA931401535
26-1442786 501(C)(3) 7,500 0     ARTS, CULTURE, AND HUMANITIES
(287) SANTA BARBARA SCHOOL OF SQUASH INC
1530 CHAPALA ST F
SANTA BARBARA,CA93101
20-4496216 501(C)(3) 19,100 0     HUMAN SERVICES
(288) SANTA BARBARA STRINGS
PO BOX 61401
SANTA BARBARA,CA93160
27-4834458 501(C)(3) 15,000 0     ARTS, CULTURE, AND HUMANITIES
(289) SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION
1330 STATE ST STE 102
SANTA BARBARA,CA93101
95-2104089 501(C)(3) 88,893 0     ARTS, CULTURE, AND HUMANITIES
(290) SANTA BARBARA WILDLIFE CARE NETWORK INC
PO BOX 6594
SANTA BARBARA,CA93160
77-0201505 501(C)(3) 34,600 0     ENVIRONMENT AND ANIMALS
(291) SANTA BARBARA YOUTH SAILING FOUNDATION
130 HARBOR WAY
SANTA BARBARA,CA93109
95-2487510 501(C)(3) 6,500 0     HUMAN SERVICES
(292) SANTA BARBARA ZOOLOGICAL FOUNDATION
500 NINOS DR
SANTA BARBARA,CA93103
95-2268554 501(C)(3) 136,467 0     ENVIRONMENT AND ANIMALS
(293) SANTA CRUZ ISLAND FOUNDATION
4994 CARPINTERIA AVE 15
CARPINTERIA,CA930131937
95-4073657 501(C)(3) 25,128 0     ENVIRONMENT AND ANIMALS
(294) SANTA MARIA CIVIC THEATRE
PO BOX 161
SANTA MARIA,CA934560161
23-7384826 501(C)(3) 11,000 0     ARTS, CULTURE, AND HUMANITIES
(295) SANTA MARIA PHILHARMONIC SOCIETY
PO BOX 375
SANTA MARIA,CA934560375
77-0288378 501(C)(3) 12,500 0     ARTS, CULTURE, AND HUMANITIES
(296) SANTA MARIA POLICE COUNCIL
PO BOX 7448
SANTA MARIA,CA93455
26-0885761 501(C)(3) 14,000 0     HUMAN SERVICES
(297) SANTA MARIA VALLEY YMCA
3400 SKYWAY DRIVE
SANTA MARIA,CA93455
95-2158363 501(C)(3) 55,825 0     CHILD CARE
(298) SANTA YNEZ VALLEY CHILDREN'S MUSEUM
PO BOX 665
BUELLTON,CA934270665
85-1229891 501(C)(3) 6,000 0     ARTS, CULTURE, AND HUMANITIES
(299) SANTA YNEZ VALLEY CHORALE
PO BOX 1902
SANTA YNEZ,CA93460
95-3658104 501(C)(3) 8,500 0     ARTS, CULTURE, AND HUMANITIES
(300) SANTA YNEZ VALLEY COTTAGE HOSPITAL FOUNDATION
2050 VIBORG ROAD
SOLVANG,CA93463
95-3308522 501(C)(3) 20,000 0     HEALTH CARE
(301) SANTA YNEZ VALLEY FRUIT AND VEGETABLE RESCUE
PO BOX 1651
SANTA YNEZ,CA93460
45-1797788 501(C)(3) 5,150 0     FOOD SYSTEMS
(302) SANTA YNEZ VALLEY PEOPLE HELPING PEOPLE
PO BOX 1478
SOLVANG,CA93464
77-0338060 501(C)(3) 62,000 0     HUMAN SERVICES
(303) SANTA YNEZ VALLEY SENIOR CITIZENS FOUNDATION
PO BOX 1946
BUELLTON,CA93427
95-3169593 501(C)(3) 25,000 0     FOOD SYSTEMS
(304) SANTA YNEZ VALLEY THERAPEUTIC RIDING PROGRAM
PO BOX 256
SOLVANG,CA93464
77-0564282 501(C)(3) 6,000 0     HEALTH CARE
(305) SAVIE HEALTH
1111 E OCEAN AVE 2
LOMPOC,CA93436
86-1668790 501(C)(3) 25,214 0     HEALTH CARE
(306) SCHOLARSHIP FOUNDATION OF SANTA BARBARA
2253 LAS POSITAS RD
SANTA BARBARA,CA93105
23-7087774 501(C)(3) 1,023,650 0     EDUCATION AND YOUTH DEVELOPMENT
(307) SCOTTISH RITE LANGUAGE DISORDER CENTER
16 E CARRILLO ST 4TH FLOOR
SANTA BARBARA,CA931012707
54-1507199 501(C)(3) 11,000 0     HUMAN SERVICES
(308) SECURE BEGINNINGS
PO BOX 285
OJAI,CA93024
77-0544181 501(C)(3) 12,435 0     HUMAN SERVICES
(309) SEE INTERNATIONAL
PO BOX 1910
GOLETA,CA931161910
31-1682275 501(C)(3) 30,000 0     HEALTH CARE
(310) SENTIENT MEDIA
18 BARTOL ST 1150
SAN FRANCISCO,CA94133
83-0804345 501(C)(3) 50,000 0     ENVIRONMENT AND ANIMALS
(311) SHADOW'S FUND
PO BOX 1472
LOMPOC,CA93438
27-1239123 501(C)(3) 7,500 0     ENVIRONMENT AND ANIMALS
(312) SHE-CAN
PO BOX 876
MILL VALLEY,CA94942
27-4524093 501(C)(3) 12,857 0     HUMAN SERVICES
(313) SHOWERS OF BLESSING SANTA BARBARA
432 S SAN MARCOS RD
SANTA BARBARA,CA93111
85-4194019 501(C)(3) 26,300 0     HUMAN SERVICES
(314) SILVER LAKE FOUNDATION
PO BOX 1522
MAMMOTH LAKES,CA93546
46-1667221 501(C)(3) 40,000 0     HUMAN SERVICES
(315) SLO NOOR FOUNDATION
1428 PHILLIPS LANE SUITE 203
SAN LUIS OBISPO,CA93401
27-1412176 501(C)(3) 15,000 0     HEALTH CARE
(316) SOCIAL GOOD FUND
819 W PEDREGOSA ST
SANTA BARBARA,CA93101
46-1323531 501(C)(3) 7,500 0     PUBLIC AND SOCIETAL BENEFIT
(317) SOCIALLY RESPONSIBLE AGRICULTURAL PROJECT INC
1120 WASHINGTON AVENUE STE 200
GOLDEN,CO80401
20-8688122 501(C)(3) 465,000 0     ENVIRONMENT AND ANIMALS
(318) SOLVANG SCHOOL DISTRICT EDUCATIONAL FOUNDATION
PO BOX 304
SOLVANG,CA93464
77-0373606 501(C)(3) 8,500 0     EDUCATION AND YOUTH DEVELOPMENT
(319) SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVE
MONTGOMERY,AL36104
63-0598743 501(C)(3) 7,800 0     PUBLIC AND SOCIETAL BENEFIT
(320) SPOTLIGHT KID'S CAMP
775 TERRI LANE B
SANTA BARBARA,CA93105
46-5358752 501(C)(3) 6,000 0     ARTS, CULTURE, AND HUMANITIES
(321) ST JAMES EPISCOPAL CHURCH
208 CAMINO DE SANTIAGO
TAOS,NM87571
85-0122245 501(C)(3) 10,000 0     OTHER
(322) ST JOSEPH HIGH SCHOOL
4120 S BRADLEY RD
SANTA MARIA,CA93455
95-2315939 501(C)(3) 7,400 0     EDUCATION AND YOUTH DEVELOPMENT
(323) ST MARK'S-IN-THE-VALLEY EPISCOPAL CHURCH
2901 NOJOQUI AVENUE
LOS OLIVOS,CA93441
31-1629166 501(C)(3) 7,850 0     OTHER
(324) ST VINCENT DE PAUL SOCIETY
210 N AVENUE 21
LOS ANGELES,CA90031
95-1644622 501(C)(3) 6,877 0     HUMAN SERVICES
(325) ST VINCENT'S
4200 CALLE REAL
SANTA BARBARA,CA931101454
95-1643367 501(C)(3) 63,711 0     HOUSING AND SHELTER
(326) STANDING TOGETHER TO END SEXUAL ASSAULT
433 E CAON PERDIDO ST
SANTA BARBARA,CA93101
95-2929455 501(C)(3) 35,500 0     BEHAVIORAL HEALTH
(327) STANFORD UNIVERSITY
PO BOX 20466
STANFORD,CA943090466
94-1156365 501(C)(3) 61,950 0     EDUCATION AND YOUTH DEVELOPMENT
(328) STATE STREET BALLET
2285 LAS POSITAS RD
SANTA BARBARA,CA931054116
86-0717486 501(C)(3) 118,300 0     ARTS, CULTURE, AND HUMANITIES
(329) STORYTELLER CHILDREN'S CENTER INC
2115 STATE ST
SANTA BARBARA,CA931053555
77-0283072 501(C)(3) 146,426 0     EDUCATION AND YOUTH DEVELOPMENT
(330) SUMMER SOLSTICE CELEBRATION INC
PO BOX 21141
SANTA BARBARA,CA931211141
77-0004190 501(C)(3) 7,500 0     ARTS, CULTURE, AND HUMANITIES
(331) TEDDY BEAR CANCER FOUNDATION
3892 STATE ST STE 220
SANTA BARBARA,CA931053185
14-1872081 501(C)(3) 11,500 0     HEALTH CARE
(332) TENNIS PATRONS ASSOCIATION OF SANTA BARBARA INC
PO BOX 3886
SANTA BARBARA,CA93130
23-7203732 501(C)(3) 34,199 0     HUMAN SERVICES
(333) THACHER SCHOOL INC
5025 THACHER RD
OJAI,CA93023
95-1642398 501(C)(3) 100,000 0     EDUCATION AND YOUTH DEVELOPMENT
(334) THE CECILIA FUND
PO BOX 92213
SANTA BARBARA,CA931902213
95-6047722 501(C)(3) 26,793 0     HUMAN SERVICES
(335) THE FOUNDATION FOR SANTA BARBARA CITY COLLEGE
721 CLIFF DR
SANTA BARBARA,CA93109
95-3234551 501(C)(3) 142,693 0     EDUCATION AND YOUTH DEVELOPMENT
(336) THE INTERNATIONAL DOCUMENTARY ASSOCIATION
3600 WILSHIRE BLVD STE 1810
LOS ANGELES,CA90010
95-3911227 501(C)(3) 21,000 0     ENVIRONMENT AND ANIMALS
(337) THE LAND TRUST FOR SANTA BARBARA COUNTY
PO BOX 91830
SANTA BARBARA,CA93190
95-3797404 501(C)(3) 66,445 0     ENVIRONMENT AND ANIMALS
(338) THE NEW YORK SHAKESPEARE FESTIVAL DBA THE PUBLIC THEATER
425 LAFAYETTE ST
NEW YORK,NY10003
13-1844852 501(C)(3) 35,000 0     ARTS, CULTURE, AND HUMANITIES
(339) THE PACIFIC PRIDE FOUNDATION INC
608 ANACAPA ST SUITE A
SANTA BARBARA,CA93101
95-3133613 501(C)(3) 78,000 0     BEHAVIORAL HEALTH
(340) THE RIVIERA RIDGE SCHOOL
2130 MISSION RIDGE RD
SANTA BARBARA,CA93103
23-7154063 501(C)(3) 22,500 0     EDUCATION AND YOUTH DEVELOPMENT
(341) THE SAN MARCOS HIGH SCHOOL ROYAL PRIDE FOUNDATION
4750 HOLLISTER AVE
SANTA BARBARA,CA931101921
46-1787939 501(C)(3) 105,800 0     EDUCATION AND YOUTH DEVELOPMENT
(342) THE SANTA BARBARA CHORAL SOCIETY
1330 STATE ST STE 202
SANTA BARBARA,CA931012681
77-0032197 501(C)(3) 16,500 0     ARTS, CULTURE, AND HUMANITIES
(343) THE THRIVING INITIATIVE
7127 HOLLISTER AVENUE SUITE 25A-207
GOLETA,CA93117
85-0827076 501(C)(3) 6,000 0     HEALTH CARE
(344) THE TURNER FOUNDATION
PO BOX 186
SANTA BARBARA,CA93102
95-6111806 501(C)(3) 45,000 0     HOUSING AND SHELTER
(345) THE UCLA FOUNDATION
405 HILGARD AVENUE
LOS ANGELES,CA900951476
95-2250801 501(C)(3) 29,200 0     EDUCATION AND YOUTH DEVELOPMENT
(346) THERAPY DOGS OF SANTA BARBARA
PO BOX 3534
SANTA BARBARA,CA931303534
47-0879588 501(C)(3) 25,000 0     ENVIRONMENT AND ANIMALS
(347) TRANSFORM THROUGH ARTS INC
7328 DAVENPORT RD
GOLETA,CA931172826
92-1716347 501(C)(3) 7,500 0     ARTS, CULTURE, AND HUMANITIES
(348) TRANSITION HOUSE
425 E COTA ST
SANTA BARBARA,CA931011662
77-0099755 501(C)(3) 95,193 0     CHILD CARE
(349) TRANSITIONS-MENTAL HEALTH ASSOCIATION
PO BOX 15408
SAN LUIS OBISPO,CA93406
95-3509040 501(C)(3) 20,000 0     BEHAVIORAL HEALTH
(350) TRIBAL TRUST FOUNDATION
PO BOX 5687
SANTA BARBARA,CA931505687
59-3528567 501(C)(3) 5,500 0     ARTS, CULTURE, AND HUMANITIES
(351) TRINITY EPISCOPAL CHURCH SANTA BARBARA
1500 STATE ST
SANTA BARBARA,CA93101
95-1750018 501(C)(3) 6,500 0     OTHER
(352) TROUT UNLIMITED INC
PO BOX 7400
WOOLLY BUGGER,WV254387400
38-1612715 501(C)(3) 15,000 0     ENVIRONMENT AND ANIMALS
(353) UC SANTA BARBARA FOUNDATION
4219 CHEADLE HALL 4TH FLOOR
SANTA BARBARA,CA93106
23-7314834 501(C)(3) 372,950 0     EDUCATION AND YOUTH DEVELOPMENT
(354) UNICEF USA
125 MAIDEN LN
NEW YORK,NY10038
13-1760110 501(C)(3) 6,100 0     HUMAN SERVICES
(355) UNITARIAN UNIVERSALIST SERVICE COMMITTEE
689 MASSACHUSETTS AVE
CAMBRIDGE,MA02139
04-6186012 501(C)(3) 20,000 0     PUBLIC AND SOCIETAL BENEFIT
(356) UNITED BOYS & GIRLS CLUBS OF GREATER SANTA BARBARA COUNTY
4849 FOOTHILL ROAD
CARPINTERIA,CA93013
23-7087814 501(C)(3) 49,515 0     HUMAN SERVICES
(357) UNITED WAY OF DANE COUNTY FOUNDATION INC
2059 ATWOOD AVE
MADISON,WI53704
39-1763471 501(C)(3) 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(358) UNITED WAY OF SANTA BARBARA COUNTY INC
320 E GUTIERREZ ST
SANTA BARBARA,CA931011736
95-1641968 501(C)(3) 66,443 0     CHILD CARE
(359) UNITY SHOPPE INC
110 W SOLA ST
SANTA BARBARA,CA931013007
77-0391064 501(C)(3) 39,250 0     FOOD SYSTEMS
(360) UNIVERSITY OF CHICAGO
5235 S HARPER COURT 4TH FLOOR
CHICAGO,IL60615
36-2177139 501(C)(3) 1,000,000 0     EDUCATION AND YOUTH DEVELOPMENT
(361) UNIVERSITY OF SOUTHERN CALIFORNIA
1149 S HILL STREET STE H-100
LOS ANGELES,CA90015
95-1642394 501(C)(3) 38,375 0     EDUCATION AND YOUTH DEVELOPMENT
(362) US HOLOCAUST MEMORIAL MUSEUM
1880 CENTURY PARK EAST SUITE 820
LOS ANGELES,CA90067
52-1309391 501(C)(3) 22,000 0     ARTS, CULTURE, AND HUMANITIES
(363) VENTURA COUNTY PUBLIC HEALTH
2220 GONZALES RD SUITE 210-C
OXNARD,CA93003
47-1535937 501(C)(3) 15,750 0     HUMAN SERVICES
(364) VENTURA LAND TRUST
PO BOX 1284
VENTURA,CA93002
01-0769456 501(C)(3) 11,000 0     ENVIRONMENT AND ANIMALS
(365) VILLA MAJELLA OF SANTA BARBARA
1515 BATH STREET
SANTA BARBARA,CA93101
95-3730718 501(C)(3) 30,000 0     HOUSING AND SHELTER
(366) VITALANT FOUNDATION
875 GREENTREE RD PKWY 5
PITTSBURGH,PA15220
25-1562715 501(C)(3) 10,000 0     HEALTH CARE
(367) VNA HEALTH FOUNDATION
509 E MONTECITO ST STE 200
SANTA BARBARA,CA93103
77-0342043 501(C)(3) 17,000 0     HEALTH CARE
(368) WASHINGTON UNIVERSITY
ONE BROOKINGS DRIVE
ST LOUIS,MO63130
43-0653611 501(C)(3) 25,000 0     EDUCATION AND YOUTH DEVELOPMENT
(369) WE ARE MOVING THE NEEDLE
411 SOUNDVIEW AVENUE
STAMFORD,CT06902
92-1318071 501(C)(3) 25,000 0     EDUCATION AND YOUTH DEVELOPMENT
(370) WELCOME HOME MILITARY HEROES
PO BOX 1349
ARROYO GRANDE,CA93421
81-4729792 501(C)(3) 6,000 0     PUBLIC AND SOCIETAL BENEFIT
(371) WELLESLEY COLLEGE
106 CENTRAL ST
WELLESLEY,MA02481
04-2103637 501(C)(3) 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(372) WESTMONT COLLEGE
955 LA PAZ RD
SANTA BARBARA,CA931081099
95-1684793 501(C)(3) 10,200 0     EDUCATION AND YOUTH DEVELOPMENT
(373) WHITE BUFFALO LAND TRUST
PO BOX 5100
SANTA BARBARA,CA931505100
82-4562776 501(C)(3) 72,750 0     ENVIRONMENT AND ANIMALS
(374) WILD SALMON CENTER
721 NW NINTH AVE SUITE 300
PORTLAND,OR97209
94-3166095 501(C)(3) 20,000 0     FOOD SYSTEMS
(375) WILD UP
PO BOX 292075
LOS ANGELES,CA90029
47-3266537 501(C)(3) 25,000 0     ARTS, CULTURE, AND HUMANITIES
(376) WILDERNESS YOUTH PROJECT INCORPORATED
2040 ALAMEDA PADRE SERRA STE 224
SANTA BARBARA,CA93103
77-0526117 501(C)(3) 63,623 0     ENVIRONMENT AND ANIMALS
(377) WILDLING MUSEUM
1511-B MISSION DR
SOLVANG,CA93463
77-0470520 501(C)(3) 21,700 0     ARTS, CULTURE, AND HUMANITIES
(378) WOMEN'S ECONOMIC VENTURES
21 EAST CANON PERDIDO STREET SUITE
301
SANTA BARBARA,CA93101
95-3674624 501(C)(3) 7,500 0     PUBLIC AND SOCIETAL BENEFIT
(379) WOMEN'S FUND OF SANTA BARBARA
133 E DE LA GUERRA ST 15
SANTA BARBARA,CA93101
82-5169678 501(C)(3) 52,095 0     PUBLIC AND SOCIETAL BENEFIT
(380) WORC EDUCATION PROJECT
220 S 27TH ST STE B
BILLINGS,MT59101
45-0356819 501(C)(4) 150,000 0     EDUCATION AND YOUTH DEVELOPMENT
(381) WORLD DANCE FOR HUMANITY
906 N NOPAL ST
SANTA BARBARA,CA93103
46-2890372 501(C)(3) 25,000 0     HUMAN SERVICES
(382) WORLD TELEHEALTH INITIATIVE
7402 HOLLISTER AVE
GOLETA,CA931172583
82-4657634 501(C)(3) 11,000 0     HEALTH CARE
(383) WORLD WILDLIFE FUND
1250 24TH ST NW
WASHINGTON,DC20037
52-1693387 501(C)(3) 5,900 0     ENVIRONMENT AND ANIMALS
(384) YALE UNIVERSITY
PO BOX 803
NEW HAVEN,CT065030803
06-0646973 501(C)(3) 25,000 0     EDUCATION AND YOUTH DEVELOPMENT
(385) YOUNG AMERICA'S FOUNDATION
217 STATE STREET
SANTA BARBARA,CA93101
23-7042029 501(C)(3) 33,000 0     HUMAN SERVICES
(386) YOUR CHILDREN'S TREES
69 CALAVERAS AVE
GOLETA,CA93117
47-2759212 501(C)(3) 25,000 0     ENVIRONMENT AND ANIMALS
(387) ZUMIX
260 SUMNER ST
EAST BOSTON,MA02128
04-3132674 501(C)(3) 25,000 0     ARTS, CULTURE, AND HUMANITIES
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
386
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) 2023 BREITLING AWARD RECIPIENTS 6 6,000      
(2) COVID SMALL BUSINESS RELIEF 44 110,000      
(3) INDIVIDUAL HARDSHIP RELIEF 16 144,574      
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: SBF PROVIDES COMPETITIVE GRANTS TO 501(C)(3) ORGANIZATIONS SERVING THE PEOPLE OF SANTA BARBARA COUNTY. GRANTEES MUST PROVIDE ANNUAL FOLLOW-UP REPORTS INDICATING HOW THE FUNDS WERE UTILIZED. IN ADDITION, SBF DOES SITE VISITS AND INTERVIEWS WITH GRANTEES THROUGHOUT THE YEAR. SBF PROVIDES ADVISED GRANTS TO VARIOUS 501(C)(3) ORGANIZATIONS. GRANTEES MUST AGREE NOT TO PAY ANY PORTION OF GOODS OR SERVICES FOR THE BENEFIT OF THE DONOR OR RELATED PARTIES. SBF MAY ALSO PROVIDE GRANTS TO SMALL BUSINESSES AND INDIVIDUALS IN SANTA BARBARA COUNTY. GRANTEES MUST CERTIFY THAT ALL FUNDS WERE AWARDED IN ACCORDANCE TO GRANT PROGRAM ELIGIBILITY CRITERIA AND THAT GRANTEE EXPENDITURES ARE ELIGIBLE COSTS AS DESCRIBED IN THE ELIGIBILITY CRITERIA. THEY MUST ALSO PROVIDE A REPORT OF EXPENDITURES ALONG WITH SUPPORTING DOCUMENTATION, SUCH AS INVOICES, RECEIPTS OR PAYROLL REPORTS.
Schedule I (Form 990) 2023



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
SANTA BARBARA FOUNDATION
 
Employer identification number

95-1866094
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
Yes
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1JACQUELINE CARRERA
PRESIDENT & CEO
(i)

(ii)
401,076
-------------
0
0
-------------
0
0
-------------
0
55,500
-------------
0
26,227
-------------
0
482,803
-------------
0
0
-------------
0
2TODD YUBA
VP, FINANCE & ADMINISTRATION
(i)

(ii)
266,785
-------------
0
0
-------------
0
0
-------------
0
27,607
-------------
0
22,579
-------------
0
316,971
-------------
0
0
-------------
0
3TAMMY SIMS JOHNSON
VP, PHILANTHROPIC SERVICES
(i)

(ii)
194,520
-------------
0
0
-------------
0
0
-------------
0
15,975
-------------
0
31,362
-------------
0
241,857
-------------
0
0
-------------
0
4JANET MOCKER
SENIOR DIRECTOR OF FINANCE
(i)

(ii)
171,472
-------------
0
0
-------------
0
0
-------------
0
17,247
-------------
0
25,013
-------------
0
213,732
-------------
0
0
-------------
0
5RUBAYI ESTES
VP, PROGRAMS
(i)

(ii)
140,900
-------------
0
0
-------------
0
0
-------------
0
14,263
-------------
0
15,332
-------------
0
170,495
-------------
0
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A SBF REQUIRES THE PRESIDENT & CEO TO RESIDE IN A RESIDENCE OWNED BY SBF AS A CONDITION OF CONTINUED EMPLOYMENT.
PART I, LINE 8 THE 2023 CEO COMPENSATION WAS SET BY THE BOARD AT AN EXECUTIVE COMMITTEE SESSION ON FEBRUARY 16, 2023 BASED ON COMPARABLE DATA FROM VARIOUS SOURCES SUCH AS THE COUNCIL ON FOUNDATION SALARY SURVEY, THE GUIDESTAR COMPENSATION REPORT, AND/OR OTHER APPLICABLE SURVEYS AND INFORMATION, INCLUDING INFORMATION OBTAINED FROM PROFESSIONAL CONSULTANTS. ON APRIL 28, 2020, THE CEO AND BOARD ENTERED INTO AN EMPLOYMENT AGREEMENT ACKNOWLEDGING THE TERMS OF EMPLOYMENT, INITIAL ANNUAL BASE SALARY, AND THAT THE COMPENSATION COMMITTEE OF THE BOARD SHALL REVIEW THE CEO'S ANNUAL BASE SALARY IN CONNECTION WITH THE ANNUAL EVALUATION OF HER PERFORMANCE AND SHALL MAKE A RECOMMENDATION TO THE FULL BOARD. THE COMPENSATION COMMITTEE PERFORMS THE FOLLOWING ACTIVITIES: (A) CONDUCTS AN ANNUAL REVIEW OF THE CEO'S PERFORMANCE AND ASSESSES THE REASONABLENESS OF THE CEO'S TOTAL COMPENSATION IN RELATION TO THE MARKETPLACE, INCLUDING USING COMPARABILITY DATA; (B) SOLICITS BOARD INPUT REGARDING THE CEO'S PERFORMANCE; (C) DEVELOPS AND RECOMMENDS FOR BOARD APPROVAL ANY CHANGES IN THE CEO'S TOTAL COMPENSATION; (D) DEVELOPS AND RECOMMENDS FOR BOARD APPROVAL ANY CHANGES IN THE CEO'S EMPLOYMENT AGREEMENT, SEVERANCE AND/OR RETENTION AGREEMENT, IF ANY ARE IN EFFECT; (E) WORKS COLLABORATIVELY WITH THE CEO TO RECOMMEND FOR EXECUTIVE COMMITTEE REVIEW AND BOARD APPROVAL THE CEO'S ANNUAL PERFORMANCE GOALS; AND (F) DOCUMENTS THE FOREGOING. ADDITIONALLY, STARTING WITH THE RECOMMENDATIONS OF THE CEO, THE COMPENSATION COMMITTEE ASSESSES, DETERMINES AND DOCUMENTS THE REASONABLENESS OF THE TOTAL COMPENSATION RANGES, AND THE TERMS OF ANY EMPLOYMENT AGREEMENTS, SEVERANCE AND/OR RETENTION AGREEMENTS, OF THE V.P., FINANCE & ADMINISTRATION AND ALL EMPLOYEES WITH REPORTABLE COMPENSATION (W-2) RANGES AT OR OVER $150,000. WHEN APPROPRIATE, THE COMMITTEE SELECTS AND ENGAGES PROFESSIONALS TO GATHER AND REVIEW IN ADVANCE, APPROPRIATE MARKET COMPARABILITY DATA ON THE AMOUNT AND FORM OF COMPENSATION PAID FOR COMPARABLE POSITIONS BY OTHER COMPARABLE EMPLOYERS. THE REASONABLENESS OF THE 2023 COMPENSATION FOR THE V.P., FINANCE & ADMINISTRATION, V.P., PHILANTHROPIC SERVICES, AND SR. DIRECTOR OF FINANCE WAS REVIEWED BY THE COMPENSATION COMMITTEE AT ITS MEETING ON APRIL 6, 2023.
Schedule J (Form 990) 2023

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
SANTA BARBARA FOUNDATION
 
Employer identification number

95-1866094
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 66 3,797,843 MARKET VALUE
10 Securities—Closely held stock . X 1 738,075 MARKET VALUE
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous .. X 2 198 MARKET VALUE
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( EVENT SUPPLIES ) X 8 4,360 COST/SELLING PRICE
26 Other Right pointing arrow large image ( MEALS ) X 7 1,329 COST/SELLING PRICE
27 Other Right pointing arrow large image ( SUBSCRIPTIONS ) X 2 255 COST/SELLING PRICE
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2023)
Schedule M (Form 990) (2023)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): THE TOTALS REPORTED IN COLUMN (B) REPRESENT THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED FOR EACH CATEGORY DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2023.
Schedule M (Form 990) (2023)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
SANTA BARBARA FOUNDATION
 
Employer identification number

95-1866094
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B THE SBF FINANCE AND AUDIT COMMITTEES REVIEWED THE 990 PRIOR TO FILING. IN ADDITION, A PUBLIC DISCLOSURE COPY OF THE FORM 990 WAS DISTRIBUTED TO EACH VOTING MEMBER OF THE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, COMMITTEE MEMBERS AND STAFF COMPLETE A CONFLICT OF INTEREST POLICY ANNUALLY. COMMITTEE AND BOARD MEMBERS RECUSE THEMSELVES BEFORE ACTIONS ARE TAKEN DURING MEETINGS IF THEY HAVE A CONFLICT OF INTEREST. THEY WILL ALSO COMPLETE A CONFLICT OF INTEREST FORM (TO ABSTAIN FROM VOTING) TO VALIDATE THEIR CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15 THE 2023 CEO COMPENSATION WAS SET BY THE BOARD AT AN EXECUTIVE COMMITTEE SESSION ON FEBRUARY 16, 2023 BASED ON COMPARABLE DATA FROM VARIOUS SOURCES SUCH AS THE COUNCIL ON FOUNDATION SALARY SURVEY, THE GUIDESTAR COMPENSATION REPORT, AND/OR OTHER APPLICABLE SURVEYS AND INFORMATION, INCLUDING INFORMATION OBTAINED FROM PROFESSIONAL CONSULTANTS. ON APRIL 28, 2020, THE CEO AND BOARD ENTERED INTO AN EMPLOYMENT AGREEMENT ACKNOWLEDGING THE TERMS OF EMPLOYMENT, INITIAL ANNUAL BASE SALARY, AND THAT THE COMPENSATION COMMITTEE OF THE BOARD SHALL REVIEW THE CEO'S ANNUAL BASE SALARY IN CONNECTION WITH THE ANNUAL EVALUATION OF HER PERFORMANCE AND SHALL MAKE A RECOMMENDATION TO THE FULL BOARD. THE COMPENSATION COMMITTEE PERFORMS THE FOLLOWING ACTIVITIES: (A) CONDUCTS AN ANNUAL REVIEW OF THE CEO'S PERFORMANCE AND ASSESSES THE REASONABLENESS OF THE CEO'S TOTAL COMPENSATION IN RELATION TO THE MARKETPLACE, INCLUDING USING COMPARABILITY DATA; (B) SOLICITS BOARD INPUT REGARDING THE CEO'S PERFORMANCE; (C) DEVELOPS AND RECOMMENDS FOR BOARD APPROVAL ANY CHANGES IN THE CEO'S TOTAL COMPENSATION; (D) DEVELOPS AND RECOMMENDS FOR BOARD APPROVAL ANY CHANGES IN THE CEO'S EMPLOYMENT AGREEMENT, SEVERANCE AND/OR RETENTION AGREEMENT, IF ANY ARE IN EFFECT; (E) WORKS COLLABORATIVELY WITH THE CEO TO RECOMMEND FOR EXECUTIVE COMMITTEE REVIEW AND BOARD APPROVAL THE CEO'S ANNUAL PERFORMANCE GOALS; AND (F) DOCUMENTS THE FOREGOING. ADDITIONALLY, STARTING WITH THE RECOMMENDATIONS OF THE CEO, THE COMPENSATION COMMITTEE ASSESSES, DETERMINES AND DOCUMENTS THE REASONABLENESS OF THE TOTAL COMPENSATION RANGES, AND THE TERMS OF ANY EMPLOYMENT AGREEMENTS, SEVERANCE AND/OR RETENTION AGREEMENTS, OF THE V.P., FINANCE & ADMINISTRATION AND ALL EMPLOYEES WITH REPORTABLE COMPENSATION (W-2) RANGES AT OR OVER $150,000. WHEN APPROPRIATE, THE COMMITTEE SELECTS AND ENGAGES PROFESSIONALS TO GATHER AND REVIEW IN ADVANCE, APPROPRIATE MARKET COMPARABILITY DATA ON THE AMOUNT AND FORM OF COMPENSATION PAID FOR COMPARABLE POSITIONS BY OTHER COMPARABLE EMPLOYERS. THE REASONABLENESS OF THE 2023 COMPENSATION FOR THE V.P., FINANCE & ADMINISTRATION, V.P., PHILANTHROPIC SERVICES, AND SR. DIRECTOR OF FINANCE WAS REVIEWED BY THE COMPENSATION COMMITTEE AT ITS MEETING ON APRIL 6, 2023.
FORM 990, PART VI, SECTION C, LINE 19 ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON SBF'S WEBSITE. ARTICLES OF INCORPORATION, BY-LAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CRT AND TRUST 3,278,277. PASSTHROUGH INCOME FROM UBI 319,894. RETURNED GRANTS 158,373. BEQUEST RECEIVABLE WRITE-OFF -10,000.
FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE CURRENT TAX YEAR TO THE OVERSIGHT OR SELECTION PROCESS OF THE AUDIT AND INDEPENDENT ACCOUNTANT.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
SANTA BARBARA FOUNDATION
 
Employer identification number

95-1866094
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) 1111 CHAPALA STREET LLC
1111 CHAPALA STREET SUITE 200
SANTA BARBARA,CA93101
27-0393865
RENTAL - OFFICE SPACE CA 309,706 8,451,465 SANTA BARBARA FOUNDATION
 
(2) 300 EAST ISLAY STREET LLC
1111 CHAPALA STREET SUITE 200
SANTA BARBARA,CA93101
CHARITABLE ACTIVITIES CA 0 2,942,831 SANTA BARBARA FOUNDATION
 
(3) SBF PROPERTIES LLC
1111 CHAPALA STREET SUITE 200
SANTA BARBARA,CA93101
CHARITABLE ACTIVITIES CA 74,801 2,051,437 SANTA BARBARA FOUNDATION
 






Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)HIGHLAND SANTA BARBARA FOUNDATION INC
300 CRESCENT COURT SUITE 700

DALLAS,TX75201
45-3962008
TO SUPPORT THE CHARITABLE ACTIVITIES OF THE SANTA BARBARA FOUNDATION TX 501(C)(3) LINE 12A, I SANTA BARBARA FOUNDATION
 
Yes
 
(2)ERIC AND KELLY SCHWARTZ CHARITABLE TRUST
1776 PLEASANT PLAIN ROAD

FAIRFIELD,IA52556
47-4959497
TO SUPPORT THE CHARITABLE ACTIVITIES OF THE SANTA BARBARA FOUNDATION IA 501(C)(3) LINE 12A, I SANTA BARBARA FOUNDATION
 
Yes
 
(3)WYATT FAMILY FOUNDATION
1111 CHAPALA STREET SUITE 200

SANTA BARBARA,CA93101
93-1503406
TO SUPPORT THE CHARITABLE ACTIVITIES OF THE SANTA BARBARA FOUNDATION CA 501(C)(3) LINE 12A, I SANTA BARBARA FOUNDATION
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) HIGHLAND SANTA BARBARA FOUNDATION INC

C 250,000 CASH PAID
(2) HIGHLAND SANTA BARBARA FOUNDATION INC

L 231,178 CASH PAID
(3) ERIC AND KELLY SCHWARTZ CHARITABLE TRUST

L 193,768 CASH PAID



Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2023

Additional Data


Software ID:  
Software Version: