2026-08-30T14:38:16-05:00 2025-12-31 TRAVIS J WILSON CPA CFP POST OFFICE BOX 22807 SANTA BARBARA CA 93121 990 2025-01-01 956149983 MONTECITO COMMUNITY FOUNDATION MONT 8056183125 PO BOX 5001 SANTA BARBARA CA 93150 HUGH BOSS TREASURER 8056183125 2026-08-25 1 TRAVIS J WILSON P00544237 8054527830 X 2025 HUGH BOSS PO BOX 5001 SANTA BARBARA CA 93150 527614 0 X WWW.MONTECITOFOUNDATION.ORG X 1966 CA TO SUPPORT A STRONG MONTECITO COMMUNITY AND SERVE AS A RESOURCE FOR PHILANTHROPY. 13 13 0 13 0 0 142572 199207 0 0 20760 33958 159600 162608 322932 395773 75490 189965 0 0 0 0 0 0 7124 61806 118583 137296 308548 185636 87225 1563305 1699919 26600 24092 1536705 1675827 X THE PURPOSE OF THE MONTECITO COMMUNITY FOUNDATION IS TO SUPPORT A STRONG MONTECITO COMMUNITY AND SERVE AS A RESOURCE FOR PHILANTHROPY. 0 0 283773 189965 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. 283773 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X THE ORGANIZATION 8056183125 PO BOX 5001 SANTA BARBARA CA 93150 X RUTH GREEN PRESIDENT 2.00 X X 0 0 0 CYNTHIA WITHERS MD VICE PRESIDENT 2.00 X X 0 0 0 CHANA JACKSON SECRETARY 2.00 X X 0 0 0 HUGH BOSS TREASURER 2.00 X X 0 0 0 GEORGE ISAAC TRUSTEE 1.00 X 0 0 0 GEORGE ITTNER TRUSTEE 1.00 X 0 0 0 ALIXE MATTINGLY TRUSTEE 1.00 X 0 0 0 JASON SIEMENS TRUSTEE 1.00 X 0 0 0 ATANAS IVANOV TRUSTEE 1.00 X 0 0 0 ROBERT RISKIN TRUSTEE 1.00 X 0 0 0 STEVE HICKS TRUSTEE 1.00 X 0 0 0 VICKI HAZARD TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 199207 5072 199207 27623 27623 162608 0 162608 162608 162608 138176 131841 6335 6335 6335 395773 0 0 196566 189965 189965 4350 4350 3946 3946 4900 4900 7124 7124 2765 2765 1690 1690 MANNING PARK VOLLEYBALL 93625 93625 OTHER DIRECT PROGRAM 183 183 308548 283773 17651 7124 30298 90006 655209 655209 655209 544562 532431 333236 422273 1563305 1699919 26600 24092 26600 24092 X 1492917 1636063 43788 39764 1536705 1675827 1563305 1699919 87225 51897 0 X 0 0 0 X 127234 118105 186263 142572 199207 773381 127234 118105 186263 142572 199207 773381 115472 657909 71094 40982 140170 180360 196566 629172 1402553 0.46910 0.54800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20222 20222 492916 472694 20222 426163 66753 492916 1.00000 0.00000 0.00000 0 0 655209 655209 655209 VHPXX JPMORGAN U.S. TREASURY SECURITIES MONEY MARKET FUND 330150 F GOVT ISHARES U.S. TREASURY BOND ETF 92123 F 422273 1 MONTECITO ASSOCIATION 1469 E VALLEY ROAD MONTECITO CA 93108 951613514 501(C)(3) 5000 0 BEAUTIFICATION DAY MONTECITO ASSOCIATION 1469 E VALLEY ROAD MONTECITO CA 93108 951613514 501(C)(3) 10000 0 VILLAGE FOURTH PARADE GANNA WALSKA LOTUSLAND 695 ASHLEY ROAD SANTA BARBARA CA 93108 237082550 501(C)(3) 25000 0 HISTORICAL VIDEO MONTECITO UNION SCHOOL DISTRICT 385 SAN YSIDRO ROAD MONTECITO CA 93108 953609133 GOVT AGENCY 15000 0 WALL IMPROVEMENTS CHANNEL ISLANDS YMCA (MONTECITO FAMILY YMCA) 1180 EUGENIA PL STE 104 CARPINTERIA CA 93013 951643379 501(C)(3) 15000 0 GENERAL OPERATIONS MUSIC ACADEMY OF THE WEST 1070 FAIRWAY ROAD SANTA BARBARA CA 93108 951525814 501(C)(3) 30000 0 SING! AFTER SCHOOL CHORAL PROGRAM MONTECITO WATER DISTRICT 583 SAN YSIDRO ROAD MONTECITO CA 93108 912003905 GOVT AGENCY 25000 0 DEMONSTRATION GARDEN AND SIGNAGE CAMERATA PACIFICA PO BOX 30116 SANTA BARBARA CA 93130 330104649 501(C)(3) 5000 0 MUSIC ACADEMY OF THE WEST CONCERTS SANTA BARBARA BUCKET BRIGADE PO BOX 50640 SANTA BARBARA CA 93150 831156413 501(C)(3) 40000 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) 7000 0 FUNDING GAP FOR MUS CLASSES MOVE SANTA BARBARA COUNTY PO BOX 92047 SANTA BARBARA CA 93190 770395986 501(C)(3) 12500 0 TRANSPORTATION SAFETY EDUCATION PROGRAM 11 0 PART I, LINE 2: 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. 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.