MONTECITO COMMUNITY FOUNDATION: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MONTECITO COMMUNITY FOUNDATION (EIN 95-6149983)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-30
- IRS object ID
- 202602429349300505
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-30T14:38:16-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAVIS J WILSON CPA CFP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 22807 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956149983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTECITO COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 8056183125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5001 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93150 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUGH BOSS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8056183125 | PhoneNum |
| Signature | 2026-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS J WILSON | PreparerPersonNm |
| PTIN | P00544237 | PTIN |
| Phone | 8054527830 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HUGH BOSS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5001 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $527,614 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MONTECITOFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT A STRONG MONTECITO COMMUNITY AND SERVE AS A RESOURCE FOR PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $142,572 | PYContributionsGrantsAmt |
| CY Contributions Grants | $199,207 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,760 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,958 | CYInvestmentIncomeAmt |
| PY Other Revenue | $159,600 | PYOtherRevenueAmt |
| CY Other Revenue | $162,608 | CYOtherRevenueAmt |
| PY Total Revenue | $322,932 | PYTotalRevenueAmt |
| CY Total Revenue | $395,773 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $75,490 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $189,965 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,124 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $61,806 | PYOtherExpensesAmt |
| CY Other Expenses | $118,583 | CYOtherExpensesAmt |
| PY Total Expenses | $137,296 | PYTotalExpensesAmt |
| CY Total Expenses | $308,548 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $185,636 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $87,225 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,563,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,699,919 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,092 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,536,705 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,675,827 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE MONTECITO COMMUNITY FOUNDATION IS TO SUPPORT A STRONG MONTECITO COMMUNITY AND SERVE AS A RESOURCE FOR PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $283,773 | ExpenseAmt |
| Grant | $189,965 | GrantAmt |
| Desc | GRANTS ARE PROVIDED FOR PROJECTS AND PROGRAMS THAT PROMOTE THE GENERAL WELFARE AND GOOD OF THE MONTECITO COMMUNITY. BY THE TERMS OF ITS FOUNDING DOCUMENTS, THE MONTECITO COMMUNITY FOUNDATION CONFINES ITS SUPPORT TO PROJECTS LOCATED IN MONTECITO WHICH IS DEFINED AS WITHIN THE BOUNDARIES OF THE MONTECITO FIRE PROTECTION DISTRICT, AND IMMEDIATELY ADJACENT AREAS.AREAS IN WHICH WE PROVIDE GRANTS INCLUDE:PROJECTS WHICH PROMOTE PUBLIC SAFETY AND PROPERTY PROTECTION, SUCH AS TRAFFIC IMPROVEMENTS, FIRE PROTECTION, FLOOD CONTROL, AND EARTHQUAKE AND DISASTER PREPAREDNESS.PROJECTS AND EVENTS WHICH FOSTER THE COMMUNITY AND SPIRIT OF MONTECITO, SUCH AS COMMUNITY CELEBRATIONS, EVENTS HONORING INDIVIDUALS OR GROUPS FOR IMPROVING OUR COMMUNITY AND EVENTS WHICH ENCOURAGE GREATER COMMUNITY INVOLVEMENT.ACTIVITIES WHICH INFORM RESIDENTS OF MONTECITO ON LOCAL AND OTHER MATTERS, SUCH AS PUBLIC FORUMS ON MATTERS OF CURRENT INTEREST OR CONCERN, LIBRARY RESOURCES, AND OTHER PUBLIC RESOURCE INFORMATION SERVICES.BEAUTIFICATION AND IMPROVEMENT OF OUR PUBLIC ROADS, PARKS, LOCAL GOVERNMENT PROPERTIES, AND OTHER PUBLIC PLACES.IMPROVEMENT AND, OCCASIONALLY, ACQUISITION OF RECREATIONAL FACILITIES, SUCH AS PARKS, OPEN SPACES, BEACH-SIDE ENTRANCES, TRAIL HEADS, AND TRAILS.MAINTENANCE AND PRESERVATION OF OUR COMMUNITY, SUCH AS COMMUNITY CLEAN-UP DAYS OF THE ROADSIDES AND OTHER PUBLIC PLACES.ASSISTING LOCAL GOVERNMENTAL ENTITIES WITH CAPITAL PROJECTS AND OTHER UNIQUE NEEDS. | Desc |
| Total Program Service Expenses | $283,773 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056183125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5001 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RUTH GREEN | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CYNTHIA WITHERS MD | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHANA JACKSON | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HUGH BOSS | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GEORGE ISAAC | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE ITTNER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALIXE MATTINGLY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON SIEMENS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ATANAS IVANOV | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT RISKIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE HICKS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKI HAZARD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $199,207 | AllOtherContributionsAmt |
| Noncash Contributions | $5,072 | NoncashContributionsAmt |
| Total Contributions | $199,207 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,623 | TotalRevenueColumnAmt |
| Exclusion | $27,623 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $162,608 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $162,608 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,608 | TotalRevenueColumnAmt |
| Exclusion | $162,608 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $138,176 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,841 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,335 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,335 | TotalRevenueColumnAmt |
| Exclusion | $6,335 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $395,773 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $196,566 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,965 | TotalAmt |
| Program Services | $189,965 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,350 | TotalAmt |
| Management And General | $4,350 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,946 | TotalAmt |
| Management And General | $3,946 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,900 | TotalAmt |
| Management And General | $4,900 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,124 | TotalAmt |
| Fundraising | $7,124 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,765 | TotalAmt |
| Management And General | $2,765 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,690 | TotalAmt |
| Management And General | $1,690 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MANNING PARK VOLLEYBALL | $93,625 | $93,625 |
| OTHER DIRECT PROGRAM | $183 | $183 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,548 | TotalAmt |
| Program Services | $283,773 | ProgramServicesAmt |
| Management And General | $17,651 | ManagementAndGeneralAmt |
| Fundraising | $7,124 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,298 | BOYAmt |
| EOY | $90,006 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $655,209 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,209 | BOYAmt |
| EOY | $655,209 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,562 | BOYAmt |
| EOY | $532,431 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,236 | BOYAmt |
| EOY | $422,273 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,563,305 | BOYAmt |
| EOY | $1,699,919 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,600 | BOYAmt |
| EOY | $24,092 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,600 | BOYAmt |
| EOY | $24,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,492,917 | BOYAmt |
| EOY | $1,636,063 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,788 | BOYAmt |
| EOY | $39,764 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,536,705 | BOYAmt |
| EOY | $1,675,827 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,563,305 | BOYAmt |
| EOY | $1,699,919 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $87,225 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $51,897 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $199,207 | CurrentTaxYearAmt |
| Total | $773,381 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $199,207 | CurrentTaxYearAmt |
| Total | $773,381 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $115,472 | SubstantialContributorsTotAmt |
| Public Support Total170 | $657,909 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,982 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $180,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196,566 | CurrentTaxYearAmt |
| Total | $629,172 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,402,553 | TotalSupportAmt |
| Public Support CY170 | 0.46910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,222 | BeginningYearBalanceAmt |
| End Year Balance | $20,222 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $492,916 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $472,694 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,222 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $426,163 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $66,753 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $492,916 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $655,209 | OtherCostOrOtherBasisAmt |
| Book Value | $655,209 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $655,209 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VHPXX JPMORGAN U.S. TREASURY SECURITIES MONEY MARKET FUND | $330,150 | F |
| GOVT ISHARES U.S. TREASURY BOND ETF | $92,123 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $422,273 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MONTECITO ASSOCIATION | ||||||||
| 1469 E VALLEY ROAD | MONTECITO | CA | 93108 | 951613514 | 501(C)(3) | $5,000 | $0 | BEAUTIFICATION DAY |
| MONTECITO ASSOCIATION | ||||||||
| 1469 E VALLEY ROAD | MONTECITO | CA | 93108 | 951613514 | 501(C)(3) | $10,000 | $0 | VILLAGE FOURTH PARADE |
| GANNA WALSKA LOTUSLAND | ||||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | 237082550 | 501(C)(3) | $25,000 | $0 | HISTORICAL VIDEO |
| MONTECITO UNION SCHOOL DISTRICT | ||||||||
| 385 SAN YSIDRO ROAD | MONTECITO | CA | 93108 | 953609133 | GOVT AGENCY | $15,000 | $0 | WALL IMPROVEMENTS |
| CHANNEL ISLANDS YMCA (MONTECITO FAMILY YMCA) | ||||||||
| 1180 EUGENIA PL STE 104 | CARPINTERIA | CA | 93013 | 951643379 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATIONS |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | 951525814 | 501(C)(3) | $30,000 | $0 | SING! AFTER SCHOOL CHORAL PROGRAM |
| MONTECITO WATER DISTRICT | ||||||||
| 583 SAN YSIDRO ROAD | MONTECITO | CA | 93108 | 912003905 | GOVT AGENCY | $25,000 | $0 | DEMONSTRATION GARDEN AND SIGNAGE |
| CAMERATA PACIFICA | ||||||||
| PO BOX 30116 | SANTA BARBARA | CA | 93130 | 330104649 | 501(C)(3) | $5,000 | $0 | MUSIC ACADEMY OF THE WEST CONCERTS |
| SANTA BARBARA BUCKET BRIGADE | ||||||||
| PO BOX 50640 | SANTA BARBARA | CA | 93150 | 831156413 | 501(C)(3) | $40,000 | $0 | SINALOA NEIGHBORHOOD TRAIL |
| MONTECITO EMERGENCY RESPONSE & RECOVERY ACTION GROUP (MERRAG) | ||||||||
| 595 SAN YSIDRO ROAD | SANTA BARBARA | CA | 93108 | 770339622 | 501(C)(3) | $465 | $0 | CORNER GREEN BENCH DEDICATION |
| A TO Z COOKING SCHOOL | ||||||||
| PO BOX 30912 | SANTA BARBARA | CA | 93130 | 844191622 | 501(C)(3) | $7,000 | $0 | FUNDING GAP FOR MUS CLASSES |
| MOVE SANTA BARBARA COUNTY | ||||||||
| PO BOX 92047 | SANTA BARBARA | CA | 93190 | 770395986 | 501(C)(3) | $12,500 | $0 | TRANSPORTATION SAFETY EDUCATION PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE APPLICATION FOR A GRANT WILL NOTE THE INTENDED USE OF THE GRANT FUNDS. IF THE GRANT COMMITTEE RECOMMENDS APPROVAL OF THE GRANT AND THE BOARD APPROVES IT, THE CHECK IS SENT ALONG WITH A LETTER. THE LETTER NOTES THE INTENDED USE AS PER THE APPLICATION. MOST GRANTS DO NOT HAVE STIPULATIONS THAT REQUIRE FURTHER FOLLOW UP ON THE USE HOWEVER, IF THERE ARE RESTRICTIONS, THEN A TRUSTEE FOLLOWS UP WITH THE ORGANIZATION TO CONFIRM THE FUNDS WERE USED PER THE REQUIREMENT. FOR EXAMPLE, IF THE GRANT WAS FOR PROPERTY RESTORATION THEN THE FOUNDATION WOULD COMPLETE A REVIEW OF THE PROPERTY UPDATES ONCE COMPLETED. THIS IS TRACKED BY THE GRANT COMMITTEE AND UPDATES ARE PROVIDED TO THE BOARD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS EMAILED TO THE ENTIRE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL AND AT ENGAGEMENT AFFIRMATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE BOARD. |
Comments