MONTECITO UNION SCHOOL FOUNDATION

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Cite this

Plain text MONTECITO UNION SCHOOL FOUNDATION. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/montecito-union-school-foundation-953609133. Retrieved 2026-11-07.

APA furp.org. (n.d.). MONTECITO UNION SCHOOL FOUNDATION [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 7, 2026, from https://furp.org/org/montecito-union-school-foundation-953609133

MLA “MONTECITO UNION SCHOOL FOUNDATION.” furp.org, tax years 2009–2024, https://furp.org/org/montecito-union-school-foundation-953609133. Accessed 7 Nov. 2026.

Retrieved 2026-11-07; covers tax years 2009–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $420K · expenses $480K · assets $1.1M

EIN
95-3609133
Address
385 SAN YSIDRO RD, MONTECITO, CA 93108-2131
NTEE code
B94 Parent/Teacher Group (Education) inferred (by a small language model from the name and 990 text, confidence 0.90; not an IRS classification)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
June 1981 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity, 509(a)(2)
Cross-check
ProPublica Nonprofit Explorer

Mission

To raise funds to sponsor educational programs at Montecito Union School District.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 73 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

73 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Mally Chakola Secretary2023-2024 1 $0 reported 1
Jillian Wittman Treasurer2022-2024 2 $0 reported 1
Carolyn Fitzgerald Vice President2021-2024 2 $0 reported 1
Tara Fergusson President2019-2024 5 $0 reported 1
Vanessa Scarlett Teacher Member2020-2024 1 $0 reported 1
Kendle Evans Development2023-2024 1 $0 reported 1
Robert Koch Community Build2023-2024 1 $0 reported 1
Jennie Burkart School Programs2022-2024 1 $0 reported 1
Bruce Frey Annual Giving C2024 1 $0 reported 1
Marcus Sikors Member2024 1 $0 reported 1
Casey Kallenbach Sponsorship Coo2024 1 $0 reported 1
Joy Perry Member2024 1 $0 reported 1
Jessica Warm Member2024 1 $0 reported 1
Cameron Gray (former) Annual Giving C2022-2023 1 $0 reported 1
Erica Leggio (former) Fundraising Cha2020-2023 1 $0 reported 1
Tyler Kallenbach (former) Sponsorship Coo2023 1 $0 reported 1
John Held (former) Member2023 1 $0 reported 1
Colleen Koch (former) Member2023 1 $0 reported 1
Marian Smith-McBroom (former) Secretary2021-2022 1 $0 reported 1
Ben Hyatt (former) Annual Giving C2018-2022 1 $0 reported 1
Carly Bobak (former) Member2022 1 $0 reported 1
Cathy Bunnin (former) Sponsorship Coo2018-2022 1 $0 reported 1
Gina Brooke (former) Community Build2021-2022 1 $0 reported 1
Meika McCrindle (former) School Programs2019-2022 1 $0 reported 1
Bailee Roberts (former) Fundraising Cha2021 1 $0 reported 1
Ana Rudnicki (former) Nature Lab Boar2019-2021 3 $0 reported 1
Jenny Haeg-Hudson (former) Sponsorship Coo2021 1 $0 reported 1
Tod Spieker (former) Member2019-2021 1 $0 reported 1
Dodie McBroom (former) Vice President2020 1 $0 reported 1
Teresa Pichardo-Urbina (former) Secretary2020 1 $0 reported 1
Thomas Jackson (former) Annual Giving2015-2020 1 $0 reported 1
Catherine Stoll (former) President2019 5 $0 reported 1
Jacqueline Duran (former) Financial Sec.2019 2 $0 reported 1
Sylvia Kim (former) Secretary2019 2 $0 reported 1
Max Tyler (former) Development2018-2019 1 $0 reported 1
Kelly Shiffman (former) Events Chair2018-2019 1 $0 reported 1
Stacy Allison (former) Teacher Member2015-2019 1 $0 reported 1
Cecilia McClintock (former) Executive VP2018 2 $0 reported 2
Susan Zapalac (former) Treasurer2011-2018 2 $0 reported 2
Deb de Ponce (former) Financial Sec.2018 2 $0 reported 2
Cate Stoll (former) Fundraise Chair2018 1 $0 reported 2
Dana Seltzer (former) Programs Chair2018 1 $0 reported 1
Staci Allison (former) Teacher Memeber2018 1 $0 reported 1
Dana Zertuche (former) Annu Giv. Chair2015-2018 1 $0 reported 1
Bryan de Ponce (former) Member2015-2018 1 $0 reported 1
Steve Benhayon (former) Member2015-2016 0 $0 reported 1
Ashley Blevins (former) Member2015-2016 0 $0 reported 1
Jonathan Blinderman (former) Member2015-2016 0 $0 reported 1
Ebba Casas (former) Member2015-2016 0 $0 reported 1
Mike Denver (former) Member2015-2016 0 $0 reported 1
Jim Fabio (former) Member2015-2016 0 $0 reported 1
Julia Kotlyar (former) Member2015-2016 0 $0 reported 1
Kristin Larson (former) Member2015-2016 0 $0 reported 1
Christopher Lerenard (former) Member2015-2016 0 $0 reported 1
Lee Ohanian (former) Member2015-2016 0 $0 reported 1
Gwen Lurie (former) Board Rep2015-2016 0 $0 reported 1
Tammy Murphy (former) Superintendant2015-2016 0 $0 reported 1
Katy Graham (former) President2015-2016 5 $0 reported 1
Jeff Horn (former) Vice President2015-2016 2 $0 reported 1
Nydia Cardot (former) Treasurer2015-2016 5 $0 reported 1
Lizzie Peus (former) Secretary2015-2016 2 $0 reported 1
SUZANNE McCAFFERTY (former) President2013-2014 5 $0 reported 1
Caroline Harrah (former) Treasurer2013-2014 10 $0 reported 1
John E Murphy (former) Treasurer2012 5 $0 reported 1
David Catalfimo (former) Vice President2012 5 $0 reported 1
Joan Crossland (former) President2012 10 $0 reported 1
Daniel Oriskovich (former) President2011 5 $0 reported 1
Jonathan Gura (former) Treasurer2009-2011 5 $0 reported 1
Patrick Hartmann (former) Treasurer2009 2 $0 reported 1
Betsy Moller (former) DEVELOPMENT COM2009 2 $0 reported 1
Cheryl Wagonhurst (former) GOVERNANCE COMM2009 2 $0 reported 1
Peter Lufkin (former) Vice President2009 10 $0 reported 1
Brett Matthews (former) Secretary2009 10 $0 reported 1

People by year

2024 · 13 people listed · none paid · 0 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mally Chakola Secretary1 $0$0$0 $01
Jillian Wittman Treasurer2 $0$0$0 $01
Carolyn Fitzgerald Vice President2 $0$0$0 $01
Bruce Frey Annual Giving C1 $0$0$0 $01
Kendle Evans Development1 $0$0$0 $01
Tara Fergusson President5 $0$0$0 $01
Vanessa Scarlett Teacher Member1 $0$0$0 $01
Marcus Sikors Member1 $0$0$0 $01
Casey Kallenbach Sponsorship Coo1 $0$0$0 $01
Robert Koch Community Build1 $0$0$0 $01
Jennie Burkart School Programs1 $0$0$0 $01
Joy Perry Member1 $0$0$0 $01
Jessica Warm Member1 $0$0$0 $01
2023 · 13 people listed · none paid · 0 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Mally Chakola Secretary1 $0$0$0 $01
Jillian Wittman Treasurer2 $0$0$0 $01
Carolyn Fitzgerald Vice President2 $0$0$0 $01
Cameron Gray Annual Giving C1 $0$0$0 $01
Erica Leggio Fundraising Cha1 $0$0$0 $01
Tara Fergusson President5 $0$0$0 $01
Vanessa Scarlett Teacher Member1 $0$0$0 $01
Kendle Evans Member1 $0$0$0 $01
Tyler Kallenbach Sponsorship Coo1 $0$0$0 $01
Robert Koch Community Build1 $0$0$0 $01
Jennie Burkart School Programs1 $0$0$0 $01
John Held Member1 $0$0$0 $01
Colleen Koch Member1 $0$0$0 $01
2022 · 13 people listed · none paid · 0 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Marian Smith-McBroom Secretary1 $0$0$0 $01
Jillian Wittman Treasurer2 $0$0$0 $01
Carolyn Fitzgerald Vice President2 $0$0$0 $01
Ben Hyatt Annual Giving C1 $0$0$0 $01
Erica Leggio Fundraising Cha1 $0$0$0 $01
Tara Fergusson President5 $0$0$0 $01
Vanessa Scarlett Teacher Member1 $0$0$0 $01
Carly Bobak Member1 $0$0$0 $01
Cathy Bunnin Sponsorship Coo1 $0$0$0 $01
Gina Brooke Community Build1 $0$0$0 $01
Meika McCrindle School Programs1 $0$0$0 $01
Cameron Gray Member1 $0$0$0 $01
Jennie Burkart Member1 $0$0$0 $01
2021 · 13 people listed · none paid · 0 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Marian Smith-McBroom Secretary1 $0$0$0 $01
Erica Leggio Treasurer2 $0$0$0 $01
Carolyn Fitzgerald Vice President2 $0$0$0 $01
Cathy Bunnin Annual Giving C1 $0$0$0 $01
Bailee Roberts Fundraising Cha1 $0$0$0 $01
Tara Fergusson President5 $0$0$0 $01
Vanessa Scarlett Teacher Member1 $0$0$0 $01
Ana Rudnicki Nature Lab Boar3 $0$0$0 $01
Jenny Haeg-Hudson Sponsorship Coo1 $0$0$0 $01
Gina Brooke Community Build1 $0$0$0 $01
Meika McCrindle School Programs1 $0$0$0 $01
Tod Spieker Member1 $0$0$0 $01
Ben Hyatt Member5 $0$0$0 $01
2020 · 10 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Dodie McBroom Vice President1 $0$0$0 $01
Erica Leggio Treasurer2 $0$0$0 $01
Teresa Pichardo-Urbina Secretary1 $0$0$0 $01
Cathy Bunnin Fundraising Cha1 $0$0$0 $01
Thomas Jackson Annual Giving1 $0$0$0 $01
Tara Fergusson President5 $0$0$0 $01
Vanessa Scarlett Teacher Member1 $0$0$0 $01
Ana Rudnicki Steam Coordinat3 $0$0$0 $01
Tod Spieker Member1 $0$0$0 $01
Ben Hyatt Member5 $0$0$0 $01
2019 · 13 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Catherine Stoll President5 $0$0$0 $01
Thomas Jackson Vice President2 $0$0$0 $01
Tara Fergusson Treasurer2 $0$0$0 $01
Jacqueline Duran Financial Sec.2 $0$0$0 $01
Sylvia Kim Secretary2 $0$0$0 $01
Max Tyler Development1 $0$0$0 $01
Kelly Shiffman Events Chair1 $0$0$0 $01
Meika McCrindle Programs Chair1 $0$0$0 $01
Ana Rudnicki Fundraising1 $0$0$0 $01
Cathy Bunnin Annual Giving1 $0$0$0 $01
Stacy Allison Teacher Member1 $0$0$0 $01
Tod Spieker Member1 $0$0$0 $01
Ben Hyatt Member1 $0$0$0 $01
2018 · 13 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Thomas Jackson President5 $0$0$0 $01
Cecilia McClintock Executive VP2 $0$0$0 $02
Susan Zapalac Treasurer2 $0$0$0 $02
Deb de Ponce Financial Sec.2 $0$0$0 $02
Kelly Shiffman Secretary2 $0$0$0 $01
Cate Stoll Fundraise Chair1 $0$0$0 $02
Max Tyler Strategic Part1 $0$0$0 $01
Dana Seltzer Programs Chair1 $0$0$0 $01
Cathy Bunnin Com Event Chair1 $0$0$0 $01
Staci Allison Teacher Memeber1 $0$0$0 $01
Dana Zertuche Annu Giv. Chair1 $0$0$0 $01
Bryan de Ponce Member1 $0$0$0 $01
Ben Hyatt Member1 $0$0$0 $01
2016 · 20 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVE BENHAYON Member0 $0$0$0 $01
ASHLEY BLEVINS Member0 $0$0$0 $01
JONATHAN BLINDERMAN Member0 $0$0$0 $01
EBBA CASAS Member0 $0$0$0 $01
MIKE DENVER Member0 $0$0$0 $01
BRYAN DE PONCE Member0 $0$0$0 $01
JIM FABIO Member0 $0$0$0 $01
JULIA KOTLYAR Member0 $0$0$0 $01
KRISTIN LARSON Member0 $0$0$0 $01
CHRISTOPHER LERENARD Member0 $0$0$0 $01
LEE OHANIAN Member0 $0$0$0 $01
DANA ZERTUCHE Member0 $0$0$0 $01
STACY ALLISON Teacher Rep0 $0$0$0 $01
GWEN LURIE Board Rep0 $0$0$0 $01
TAMMY MURPHY Superintendant0 $0$0$0 $01
KATY GRAHAM President5 $0$0$0 $01
THOMAS JACKSON Vice President2 $0$0$0 $01
JEFF HORN Vice President2 $0$0$0 $01
NYDIA CARDOT Treasurer5 $0$0$0 $01
LIZZIE PEUS Secretary2 $0$0$0 $01
2015 · 20 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVE BENHAYON Member0 $0$0$0 $01
ASHLEY BLEVINS Member0 $0$0$0 $01
JONATHAN BLINDERMAN Member0 $0$0$0 $01
EBBA CASAS Member0 $0$0$0 $01
MIKE DENVER Member0 $0$0$0 $01
BRYAN DE PONCE Member0 $0$0$0 $01
JIM FABIO Member0 $0$0$0 $01
JULIA KOTLYAR Member0 $0$0$0 $01
KRISTIN LARSON Member0 $0$0$0 $01
CHRISTOPHER LERENARD Member0 $0$0$0 $01
LEE OHANIAN Member0 $0$0$0 $01
DANA ZERTUCHE Member0 $0$0$0 $01
STACY ALLISON Teacher Rep0 $0$0$0 $01
GWEN LURIE Board Rep0 $0$0$0 $01
TAMMY MURPHY Superintendant0 $0$0$0 $01
KATY GRAHAM President5 $0$0$0 $01
THOMAS JACKSON Vice President2 $0$0$0 $01
JEFF HORN Vice President2 $0$0$0 $01
NYDIA CARDOT Treasurer5 $0$0$0 $01
LIZZIE PEUS Secretary2 $0$0$0 $01
2014 · 2 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUZANNE McCAFFERTY President5 $0$0$0 $01
CAROLINE HARRAH Treasurer10 $0$0$0 $01
2013 · 2 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUZANNE McCAFFERTY President5 $0$0$0 $01
CAROLINE HARRAH Treasurer10 $0$0$0 $01
2012 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN E MURPHY Treasurer5 $0$0$0 $01
DAVID CATALFIMO Vice President5 $0$0$0 $01
JOAN CROSSLAND President10 $0$0$0 $01
2011 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN ZAPALAC Secretary10 $0$0$0 $02
DANIEL ORISKOVICH President5 $0$0$0 $01
JONATHAN GURA Treasurer5 $0$0$0 $01
2009 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK HARTMANN Treasurer2 $0-- $01
BETSY MOLLER DEVELOPMENT COM2 $0-- $01
CHERYL WAGONHURST GOVERNANCE COMM2 $0-- $01
PETER LUFKIN Vice President10 $0-- $01
BRETT MATTHEWS Secretary10 $0-- $01
JONATHAN GURA President10 $0-- $01

Highest-paid independent contractors

2024 · 1 contractor · Not reported
NameLocationServicePaid
None-
2023 · 1 contractor · Not reported
NameLocationServicePaid
None-
2022 · 1 contractor · Not reported
NameLocationServicePaid
None-
2021 · 1 contractor · Not reported
NameLocationServicePaid
None-
2020 · 1 contractor · Not reported
NameLocationServicePaid
None-
2019 · 1 contractor · Not reported
NameLocationServicePaid
None-
2018 · 1 contractor · Not reported
NameLocationServicePaid
None-

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 2 grants to organizations · $424K
2023 · 2 grants to organizations · $194K
2022 · 2 grants to organizations · $749K
2021 · 2 grants to organizations · $253K
2020 · 2 grants to organizations · $173K
2019 · 2 grants to organizations · $196K
2018 · 2 grants to organizations · $321K
2013 · 1 grant to organizations · $323K
2012 · 1 grant to organizations · $145K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$419,594$480,267 $1,094,348$1,094,348 $411,815$9,301 $0013
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$555,693$247,099 $1,155,021$1,155,021 $494,068$12,574 $0013
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$547,730$808,144 $846,427$846,427 $414,358$11,448 $0013
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$621,302$360,541 $1,106,841$1,106,841 $507,694$30,308 $0013
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$333,129$310,258 $846,080$846,080 $253,825$5,840 $0010
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$314,889$252,998 $823,209$823,209 $218,879$6,842 $0010
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$760,796$426,961 $761,318$761,318 $567,036$13,031 $0010
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$223,555$242,567 $478,996$478,996 $89,837$132,817 $00-
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$229,102$166,635 $498,428$498,428 $75,258$152,952 $00-
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$274,952$277,079 $435,962$435,962 $121,038$152,980 $00-
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$286,254$441,792 $438,089$438,089 $161,202$124,333 $00-
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$348,655$321,297 $593,627$593,627 $178,970$168,647 $00-
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$135,299$60,560 $566,269$566,269 $134,044$0 $00-
2009 · Form 990EZ period ending 2010-06-30 · view filing · original 990 ↗
$111,762$111,947 $485,508$485,508 $108,345- ---

Funders of this organization

19 grantors reported grants to this organization, $431,659 in all, tax years 2012 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTotal givenGrantsLatest year's amountLatest yearYears givenTypeMatchGrants
DONOR ADVISED CHARITABLE GIVING $98,3507 $33,5002024 2014-2015, 2020-2024 DAF sponsor Exact
show
YELLOW-CROWNED FOUNDATION $73,1508 $30,0002025 2018-2025 Private foundation Fuzzy filed as “MONTECITO UNION SCHOOL FOUNDATION”
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $52,6704 $5,1702024 2020, 2022-2024 DAF sponsor Exact
show
SANTA BARBARA FOUNDATION $35,8506 $6,2502023 2012-2013, 2022-2023 DAF sponsor Exact
show
CRAIG AND SUSAN MCCAW FOUNDATION $30,0001 $30,0002021 2021 Private foundation Fuzzy filed as “MONTECITO UNION SCHOOL FOUNDATION”
show
NATIONAL PHILANTHROPIC TR $24,3752 $10,0002024 2023-2024 DAF sponsor Exact
show
GUERIN FOUNDATION $20,0001 $20,0002022 2022 Private foundation Fuzzy filed as “MONTECITO UNION SCHOOL FOUNDATION”
show
AMERICAN ONLINE GIVING FOUNDATION INC $19,0351 $19,0352025 2025 DAF sponsor Exact
show
MONTECITO COMMUNITY FOUNDATION $15,0001 $15,0002025 2025 Public charity Exact
show
BANK OF AMERICA CHARITABLE FOUNDATION INC $10,5004 $1,5002023 2019-2021, 2023 Private foundation Fuzzy filed as “MONTECITO UNION SCHOOL FOUNDATION”
show
COLUMBUS FOUNDATION $10,0001 $10,0002023 2023 DAF sponsor Exact
show
MOSHER FOUNDATION $10,0001 $10,0002023 2023 Private foundation Fuzzy filed as “MONTECITO UNION SCHOOL FOUNDATION”
show
VANGUARD CHARITABLE ENDOWMENT PROGRAM $6,7501 $6,7502024 2024 DAF sponsor Exact
show
THE CHICAGO COMMUNITY TRUST $6,5001 $6,5002021 2021 DAF sponsor Exact
show
THE COMMUNITY FOUNDATION OF LOUISVILLE INC $6,5001 $6,5002020 2020 DAF sponsor Exact
show
JEWISH COMMUNITY FDN OF THE JEWISH FEDERATION COUNCIL OF GREATER LA $5,8001 $5,8002012 2012 DAF sponsor Exact
show
THE LUCKY ONE FOUNDATION $5,0001 $5,0002021 2021 Private foundation Fuzzy filed as “MONTECITO UNION SCHOOL FOUNDATION”
show
AMAZONSMILE FOUNDATION $1,1794 $3862023 2020-2023 Private foundation Fuzzy filed as “MONTECITO UNION SCHOOL FOUNDATION”
show
ANDREW D BUSCH FAMILY FOUNDATION $1,0001 $1,0002021 2021 Private foundation Fuzzy filed as “Montecito Union School Foundation”
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
FREMONT UNION HIGH SCHOOLS FOUNDATIONCANot reported $454,291$436,183 Director$0 Similar name, revenue within 2x, same state, similar mission
MONTECITO COMMUNITY FOUNDATIONCAT31 $395,773$308,548 PRESIDENT$0 Similar name, revenue within 2x, same state
MONTECITO TRAILS FOUNDATIONCANot reported $290,095$283,335 EXECUTIVE DIRECTOR$52,000 Similar name, revenue within 2x, same state
MARIEMONT SCHOOL FOUNDATIONOHB82 $352,956$363,058 TRUSTEE$0 Similar name, revenue within 2x
SCHOOL FOUNDATION INCORJ20 $748,955$651,923 EXECUTIVE DI$36,500 Similar name, revenue within 2x
DAY SCHOOL FOUNDATIONCAB94 $1,325,015$826,402 CHAIR$0 Similar name, revenue within 5x, same state
MONFORTON SCHOOL FOUNDATIONMTB11 $97,084$76,230 President$0 Similar name, revenue within 5x
SCHOOL FOUNDATION INCSCT30 $954,481$343,657 EXECUTIVE DIRECTOR$78,621 Similar name, revenue within 5x
MONTE RIO SCHOOL FOUNDATIONCAZ99 $51,033$46,001 Board President$0 Similar name, revenue within 10x, same state
UNION CITY SCHOOLS FOUNDATION INCTNB99 $52,239$33,874 Board Member$0 Similar name, revenue within 10x
ST MARY SCHOOL FOUNDATIONILB11 $47,810$17,030 PRESIDENT$0 Similar name, revenue within 10x
APP SCHOOL FOUNDATIONNCB99 $51,025$45,174 BOARD MEMBER$0 Similar name, revenue within 10x
MONTANA SCHOOL SERVICES FOUNDATIONMTNot reported $2,143,462$2,397,332 VICE CHAIR$483,791 Similar name, revenue within 10x
LAS SCHOOL FOUNDATIONAZB11 $2,285,256$1,998,667 SECRETARY$131,266 Similar name, revenue within 10x
UNION DAY SCHOOL FOUNDATION INCNCB19 $29,449$0 CHAIRMAN OF THE BOARD$0 Similar name, revenue differs more than 10x
UNION BEACH MEMORIAL SCHOOL FOUNDATIONNJNot reported $5,938$36,509 Secretary$0 Similar name, revenue differs more than 10x
ETON SCHOOL FOUNDATIONWAB20 $10,854,201$10,075,016 HEAD OF SCHOOL$440,200 Similar name, revenue differs more than 10x
MORRILL SCHOOL FOUNDATIONNENot reported $11,145$4,250 TREASURER$0 Similar name, revenue differs more than 10x
URBAN SCHOOL FOUNDATIONILNot reported $0$3,000 PRESIDENT$0 Similar name

Who funds organizations like this

Grantors that funded the 19 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one $2,631,76834 6DAF sponsor2016–2024 MONTECITO TRAILS FOUNDATION; DAY SCHOOL FOUNDATION; MARIEMONT SCHOOL FOUNDATION; FREMONT UNION HIGH SCHOOLS FOUNDATION and 2 more
AMERICAN ONLINE GIVING FOUNDATION INC funds this one $1,435,76726 5DAF sponsor2019–2025 FREMONT UNION HIGH SCHOOLS FOUNDATION; ETON SCHOOL FOUNDATION; DAY SCHOOL FOUNDATION; SCHOOL FOUNDATION INC and 1 more
DONOR ADVISED CHARITABLE GIVING funds this one $969,84022 6DAF sponsor2014–2024 DAY SCHOOL FOUNDATION; SCHOOL FOUNDATION INC; MONTECITO COMMUNITY FOUNDATION; MARIEMONT SCHOOL FOUNDATION and 2 more
TAS FOUNDATION $747,00013 1Private foundation2011–2025 MARIEMONT SCHOOL FOUNDATION
OREGON COMMUNITY FOUNDATION $249,53311 1DAF sponsor2014–2024 SCHOOL FOUNDATION INC
AMERICAN ENDOWMENT FOUNDATION $232,5589 3DAF sponsor2016–2024 DAY SCHOOL FOUNDATION; ETON SCHOOL FOUNDATION; FREMONT UNION HIGH SCHOOLS FOUNDATION
MAYBELLE CLARK MACDONALD FUND $177,5003 1Private foundation2013–2017 SCHOOL FOUNDATION INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC $177,00010 3DAF sponsor2013–2024 DAY SCHOOL FOUNDATION; SCHOOL FOUNDATION INC; FREMONT UNION HIGH SCHOOLS FOUNDATION
NATIONAL PHILANTHROPIC TR funds this one $152,3009 2DAF sponsor2017–2024 DAY SCHOOL FOUNDATION; MARIEMONT SCHOOL FOUNDATION
THE CHICAGO COMMUNITY TRUST funds this one $150,5008 1DAF sponsor2016–2024 FREMONT UNION HIGH SCHOOLS FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM funds this one $150,00010 4DAF sponsor2020–2024 DAY SCHOOL FOUNDATION; MONTECITO TRAILS FOUNDATION; MARIEMONT SCHOOL FOUNDATION; MONTECITO COMMUNITY FOUNDATION
DANCING TIDES FOUNDATION INC $142,0003 1Private foundation2018–2020 MONTECITO TRAILS FOUNDATION
MIGHTYCAUSE CHARITABLE FOUNDATION $131,5673 1DAF sponsor2014–2016 FREMONT UNION HIGH SCHOOLS FOUNDATION
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC $129,0004 1DAF sponsor2017–2024 DAY SCHOOL FOUNDATION
ANN JACKSON FAMILY FOUNDATION $121,00013 2Private foundation2014–2024 MONTECITO COMMUNITY FOUNDATION; MONTECITO TRAILS FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $480,267 spent · pay $0 · grants $424,063 · events $141,466
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $424,063$424,063-- 88.3%
Other (as described)Student Activities $19,208$19,208-- 4.0%
Other (as described)Bank Charges $10,563-$10,563- 2.2%
Other (as described)Website $7,723-$7,723- 1.6%
Fees: accounting $7,172-$7,172- 1.5%
All other expenses $6,484$890$5,594- 1.4%
Other (as described)Other fundraising $4,118--$4,118 0.9%
Office expenses $936-$936- 0.2%
Fundraising events Eventdirect expenses; gross income $138,855$141,466reported apart
Total$480,267100%

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2023 · Form 990 · $247,099 spent · pay $0 · grants $194,215 · events $137,431
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $194,215$194,215-- 78.6%
Other (as described)Student Activities $20,560$20,560-- 8.3%
Other (as described)Bank Charges $14,150-$14,150- 5.7%
Fees: accounting $6,839-$6,839- 2.8%
Advertising and promotion $6,500-$6,500- 2.6%
Other (as described)Green Team $1,795$1,795-- 0.7%
Other (as described)Software subscriptions $1,590-$1,590- 0.6%
All other expenses $767-$467$300 0.3%
Office expenses $683-$683- 0.3%
Fundraising events Eventdirect expenses; gross income $185,466$137,431reported apart
Total$247,099100%

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2022 · Form 990 · $808,144 spent · pay $0 · grants $749,483 · events $115,881
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $749,483$749,483-- 92.7%
Other (as described)Student Activities $22,049$22,049-- 2.7%
Other (as described)Bank Charges $15,224-$15,224- 1.9%
Fees: accounting $5,668-$5,668- 0.7%
All other expenses $4,984$1,054$1,433$2,497 0.6%
Other (as described)Hospitality $4,237-$4,237- 0.5%
Other (as described)Grant Writing $3,916--$3,916 0.5%
Advertising and promotion $1,531-$1,531- 0.2%
Office expenses $1,052-$1,052- 0.1%
Fundraising events Eventdirect expenses; gross income $237,101$115,881reported apart
Total$808,144100%

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2021 · Form 990 · $360,541 spent · pay $0 · grants $253,487 · events $84,217
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $253,487$253,487-- 70.3%
Other (as described)Other fundraising $49,668--$49,668 13.8%
Other (as described)Student Activities $27,371$27,371-- 7.6%
Other (as described)Bank Charges $11,480-$11,480- 3.2%
Other (as described)Grant Writing $5,819-$5,819- 1.6%
Fees: accounting $4,790-$4,790- 1.3%
All other expenses $4,516$491$4,025- 1.3%
Office expenses $2,192-$2,192- 0.6%
Advertising and promotion $1,218-$1,218- 0.3%
Fundraising events Eventdirect expenses; gross income $167,026$84,217reported apart
Total$360,541100%

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2020 · Form 990 · $310,258 spent · pay $0 · grants $173,236 · events $9,825
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $173,236$173,236-- 55.8%
Other (as described)Other fundraising $85,575--$85,575 27.6%
Other (as described)Student Activities $18,739$18,739-- 6.0%
Advertising and promotion $9,677-$9,677- 3.1%
Other (as described)Green Team $6,575$6,575-- 2.1%
Other (as described)Bank Charges $5,977-$5,977- 1.9%
Fees: accounting $5,215-$5,215- 1.7%
All other expenses $4,628-$4,628- 1.5%
Office expenses $636-$636- 0.2%
Fundraising events Eventdirect expenses; gross income $82,590$9,825reported apart
Total$310,258100%

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2019 · Form 990 · $252,998 spent · pay $0 · grants $195,835 · events $67,889
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $195,835$195,835-- 77.4%
Other (as described)Bank Charges $17,749-$17,749- 7.0%
Other (as described)Student Activities $14,396$14,396-- 5.7%
Other (as described)Green Team $9,084$9,084-- 3.6%
Fees: accounting $5,108-$5,108- 2.0%
Advertising and promotion $4,647-$4,647- 1.8%
Other (as described)Other fundraising $2,393--$2,393 0.9%
All other expenses $2,302$1,617$685- 0.9%
Office expenses $1,484-$1,484- 0.6%
Fundraising events Eventdirect expenses; gross income $153,704$67,889reported apart
Total$252,998100%

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2018 · Form 990 · $426,961 spent · pay $0 · grants $321,445 · events $65,594
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $321,445$321,445-- 75.3%
Other (as described)Student Activities $75,616$75,616-- 17.7%
Other (as described)Green Team $12,295$12,295-- 2.9%
Other (as described)Other fundraising $6,585--$6,585 1.5%
Other (as described)Hospitality $4,563$4,563-- 1.1%
Advertising and promotion $2,125-$2,125- 0.5%
All other expenses $1,727-$1,727- 0.4%
Fees: accounting $1,300-$1,300- 0.3%
Office expenses $977-$977- 0.2%
Insurance $328-$328- 0.1%
Fundraising events Eventdirect expenses; gross income $239,429$65,594reported apart
Total$426,961100%

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2016 · Form 990 · $242,567 spent · pay $0 · grants $100,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Travel $135,658$135,658-- 55.9%
Grants to US organizations and governments $100,000$100,000-- 41.2%
Fees: accounting $3,460-$3,460- 1.4%
Fees: other services $2,024-$2,024- 0.8%
Advertising and promotion $989--$989 0.4%
Fees: legal $305-$305- 0.1%
Office expenses $131-$131- 0.1%
Total$242,567100%

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2015 · Form 990 · $166,635 spent · pay $0 · grants $14,904 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Travel $140,769$140,769-- 84.5%
Grants to US organizations and governments $14,904$14,904-- 8.9%
Fees: accounting $3,320-$3,320- 2.0%
Advertising and promotion $2,594--$2,594 1.6%
Other (as described)TRAVEL VARIANCE, PRIOR YEAR $2,183$2,183-- 1.3%
Other (as described)BANK / CREDIT CARD FEES $1,568-$1,568- 0.9%
Office expenses $1,297-$1,297- 0.8%
Total$166,635100%

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2014 · Form 990 · $277,079 spent · pay $0 · grants $103,700 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Travel $151,767$151,767-- 54.8%
Grants to US organizations and governments $103,700$103,700-- 37.4%
Fees: management $13,218-$13,218- 4.8%
Fees: accounting $2,661-$2,661- 1.0%
Advertising and promotion $2,070--$2,070 0.7%
Other (as described)CREDIT CARD FEES $1,518-$1,518- 0.5%
Fees: professional fundraisers $1,199--$1,199 0.4%
Office expenses $453-$453- 0.2%
Other (as described)DUES $215-$215- 0.1%
Fees: other services $124-$124- 0.0%
Other (as described)Subscriptions - Newspaper $90-$90- 0.0%
Other (as described)BANK CHARGES $64-$64- 0.0%
Total$277,079100%

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2013 · Form 990 · $441,792 spent · pay $0 · grants $322,608 · events $4,190
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $322,608$322,608-- 73.0%
Travel $103,712$103,712-- 23.5%
Other (as described) EventDONOR APPRECIATION PARTY $4,190--$4,190 0.9%
Advertising and promotion $2,696--$2,696 0.6%
Fees: accounting $2,610-$2,610- 0.6%
Fees: professional fundraisers $1,999--$1,999 0.5%
Other (as described)CREDIT CARD FEES $1,681-$1,681- 0.4%
Fees: management $1,467-$1,467- 0.3%
Office expenses $572-$572- 0.1%
Other (as described)DUES $108-$108- 0.0%
Fees: other services $76-$76- 0.0%
Other (as described)BANK SERVICE FEES $73-$73- 0.0%
Total$441,792100%

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2012 · Form 990 · $321,297 spent · pay $0 · grants $145,000 · events $2,100
LineAs describedTotalProgramManagementFundraisingShare
Travel $166,417$166,417-- 51.8%
Grants to US organizations and governments $145,000$145,000-- 45.1%
Other (as described)Printing and Publications $2,529$1,029-$1,500 0.8%
Other (as described) EventDONOR APPRECIATION PARTY $2,100--$2,100 0.7%
Fees: other services $1,640$820$820- 0.5%
Advertising and promotion $1,609-$800$809 0.5%
Fees: accounting $1,197-$1,197- 0.4%
Fees: management $584-$584- 0.2%
Office expenses $171--$171 0.1%
Other (as described)FRANCHISE TAX BOARD $50-$50- 0.0%
Total$321,297100%

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2011 · Form 990 · $60,560 spent · pay $0 · grants $52,000 · events $2,408
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $52,000$52,000-- 85.9%
Other (as described) EventDONOR APPRECIATION PARTY $2,408--$2,408 4.0%
Fees: accounting $2,298-$2,298- 3.8%
Office expenses $1,565-$1,379$186 2.6%
Other (as described)BANK CHARGES AND C/C FEES $1,008$806$202- 1.7%
Other (as described)MEMBER MEETINGS $831$665$166- 1.4%
Other (as described)Printing and Publications $450-$225$225 0.7%
Total$60,560100%

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2009 · Form 990EZ · $111,947 spent · pay $0 · grants $100,000 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $100,000 89.3%
Fees to independent contractors $6,055 5.4%
Other expenses (detail on Schedule O) $3,566 3.2%
Printing, publications, postage $2,326 2.1%
Total$111,947100%

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