2 REPORT 0 1 OF GRANTS 8 & GIFTS
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FROM OUR CEO We are delighted to have the opportunity to provide an update on our work on behalf of the people and communities of Santa Barbara County. While the body of our work continues to be wideranging (as this report details), two things dominated our focus in 2018: completing and launching a new 5-Year Strategic Plan and helping the greater Santa Barbara community recover from the double-disaster of a massive wild fire immediately followed by a devastating debris flow in Montecito. These were, quite simply, tragic events; ones that not only resulted in loss of life, a lengthy and frequently repeated disruption of the normal patterns of life and commerce, and the destruction of homes and critical infrastructure, but ones that also traumatized and set back both the nonprofit and business sectors. The estimated financial costs of response, repairs and future mitigation run into the billions of dollars. In that moment, it was crucial that the region’s community foundation act nimbly, intelligently and effectively, analyzing the need, developing partnerships, and perhaps most important, building a better response structure for the future. For 2018, we distributed a total of $342,700 to nonprofits assisting individuals and families affected by these disasters. We raised over a million in support of these efforts and because of good stewardship, we opened another round of funding (in early 2019) to a broader range of nonprofits to provide support for long-term recovery efforts. The disasters of 2018 also powerfully informed the completion of our Strategic Plan that was launched in October of that year. Our plan was already heading in
the direction of emphasizing support for our county’s most vulnerable populations and developing purposeful pathways to resilience and sustainable success for our region’s working families (an all too often neglected population of most philanthropies). These are the people who are the backbone of all communities, but who struggle each day with basic issues of childcare, affordable housing, and employment stability - and who are often one or two paychecks away from financial and emotional chaos. In a meaningful way, they too are a vulnerable population. We of course continued our work in providing support through our community grant opportunities. And as a learning organization, we continued to refine our efforts in grantmaking, putting an additional emphasis in 2018 on health care and behavioral health as community needs in those areas expanded. All this good work could not have been done without our generous donors, past and present, who positioned the Foundation to be able to distribute an all-time high of $30.2 million in 2018. On behalf of the trustees and staff of the Santa Barbara Foundation, I express our deep gratitude to our communities across this great county. We are proud to be your community foundation and will continue to work with you in the years to come. Respectfully and with best regards,
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OUR MISSION: TO MOBILIZE COLLECTIVE WISDOM AND PHILANTHROPIC CAPITAL TO BUILD EMPATHETIC, INCLUSIVE AND RESILIENT COMMUNITIES. MOBILIZE defines action, community-building and movement-building. COLLECTIVE WISDOM refers to the Foundation’s role as a convener and partner, working with multiple constituencies to address our communities’ most pressing needs. PHILANTHROPIC CAPITAL includes all of the tools and resources that are necessary to facilitate community change, from traditional investments and grants to mission-related and program-related investments. EMPATHETIC, INCLUSIVE AND RESILIENT emphasizes our commitment to engage in communities and invest in significant and measurable impact. Empathy captures the ability to relate to another person’s feelings and even act on it. Inclusive communities respect all residents and give them full access to resources and promote equal treatment and opportunity.
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TOTAL ASSETS The Santa Barbara Foundation (SBF) stewarded more than $474 million in total assets for 2018. This total amount is broken down into the following categories that include: $127M - DISCRETIONARY FUNDS
Discretionary Funds may be unrestricted or target an area of particular interest to the donor and are spent at the Foundation's sole discretion.
$15 Million
$102M - SUPPORTING ORGANIZATIONS
Scholarship Funds
Supporting Organizations are separately incorporated charitable foundations that support SBF's mission.
$102 Million Supporting Organizations
$2 Million Fical Sponsorships
$92M - DONOR ADVISED FUNDS
Donor Advised Funds provide immediate tax benefits and allow donors to support charities of their choice on their own timetable. $77M - TRUSTS & GIFT ANNUITIES
Trust & Gift Annuities are for donors who want to help their community with a meaningful gift, generate a stream of income, and reduce their taxes.
$127 Million Discretionary Funds
Trusts & Gift Annuities
$33M - DONOR DESIGNATED FUNDS
$92 Million
Donor Designated Funds enable donors to support one or more specific nonprofit organization.
$19M - AGENCY ENDOWMENT FUNDS
Agency Endowment Funds are gifts entrusted to the Foundation by nonprofits. They are invested and provide a permanent stream of income to the organization. $15M SCHOLARSHIPS FUNDS
These Field of Interest funds are targeted to scholarships and spent in consultation with the donor(s). $7M NON-DISCRETIONARY FIELD OF INTEREST FUNDS
These Field of Interest funds are targeted to an area of particular interest and spent in consultation with the donor(s). These include Collective Giving Funds. $2M - FISCAL SPONSORSHIPS
Fiscal Sponsorships offer legal and/or taxexempt status to groups engaged in activities related to SBF’s mission, allowing them to seek grants and solicit tax-deductible donations.
$77 Million
$7 Million
Non-Discretionary Field of Interest Funds
$19 Million
Agency Endowment Funds
$33 Million
Donor Advised Funds
Donor Designated Funds
$474 MILLION (2018) *Data and financials included in the 2018 Report of Grants & Gifts are unaudited.
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2018: IN REVIEW MOBILIZING PHILANTHROPIC CAPITAL
$24.3M NON-DISCRETIONARY
$5.9M DISCRETIONARY
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$11.5M $8.5M
$4M $3.1M $2.5M $.6M MISCELLANEOUS
EDUCATION & YOUTH DEVELOPMENT HEALTH & HUMAN SERVICES ENVIRONMENT & ANIMALS ARTS, CULTURE, & HUMANITIES PUBLIC, SOCIETAL, & COMMUNITY IMPROVEMENT
$30.2M TOTAL AWARDED
COMMUNITY INVESTMENTS
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PARTNERS IN PHILTANTHROPY The Santa Barbara Foundation connects those who give with those in need and all who dream of a better community.
GIVING TO OUR COMMUNITY The Santa Barbara Foundation takes initiative to address community issues that have a long-lasting and measurable impact. Our DISCRETIONARY INVESTMENTS in Community Grant Programs, Community Caregiving Initiative, Conservation Blueprint and Santa Barbara County Food Action Plan deepen and sustain the work that is so fundamental to building a thriving Santa Barbara County.
GIVING TO YOUR PASSIONS Our donors support the causes and organizations that mean the most to them. With a personalized fund at the Santa Barbara Foundation they have the flexibility and the opportunity to make a difference in the community. Established with gifts of cash or other assets, DONOR ADVISED FUNDS support organizations or community projects that are important to donors.
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8%
44% 36% 6% 5%
$5.9M
1%
Total Awarded
3%
9%
11%
26% 36% 15%
$24.3M Total Awarded
GIVING TOGETHER COLLECTIVE GIVING FUNDS magnify the power of our donors gifts by pooling funds and other resources with like-minded people in our community. The Santa Barbara Foundation is proud to cultivate large-scale philanthropy through collective giving, allowing collaborative individuals to realize their passions while making a difference in the community. Funds include Women's Funds and Senior Program Funds among others.
GIVING TO OUR FUTURE PLANNED GIFTS leave a lasting impact for the organizations and causes our donors care about in Santa Barbara County. Gifts to the Santa Barbara Foundation through a will, estate plan, or another charitable vehicle help us to continue support for our communities and build an even stronger future.
PIE CHART KEY Arts & Culture Education & Youth Development Environment & Animals Health & Human Services Public, Societal, & Community Improvement Miscellaneous
2018 REPORT OF GRANTS & GIFTS *Data and financials included in the 2018 Report of Grants & Gifts are unaudited.
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INVESTMENT IN INITIATIVES The Santa Barbara Foundation takes initiative to address community issues that have a longlasting and measurable impact. Thanks to our partners who worked with us to deepen and sustain the work that is so fundamental to building a thriving Santa Barbara County.
COMMUNITY CAREGIVING The Community Caregiving Initiative responds to a growing need to care for those who care for others. Through research, funding, workshops and trainings, the initiative convenes community partners to improve the lives of family caregivers and remove barriers to their ability to access services.
$492,400 Total Awarded
COMMUNITY DISASTER RELIEF FUND The Community Disaster Relief Fund responds to the needs of nonprofit organizations that are assisting individuals and families in the wake of natural and human-made disasters affecting Santa Barbara County. Through a partnership with the Santa Barbara County Voluntary Organizations Active in Disaster (VOAD) and the Community Long Term Recovery Group (CLTRG), the fund provides financial resources to support nonprofits.
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CDRF $342,700 Total Awarded
SANTA BARBARA COUNTY VETERANS COLLABORATIVE The Santa Barbara County Veterans Needs Assessment identified opportunities to create and improve programs and services for veterans in the county. Through a community-wide data collection and assessment process, the project provided a resource used by nonprofit organizations and the business community to help create the Santa Barbara County Veterans Collaborative.
$40,000
Total Awarded
CONSERVATION BLUEPRINT Led by conservation and agriculture partners, and crafted by inclusive teams of community leaders, issue experts, and nonprofit organizations, this report and online mapping tool offer both a strategic overview and practical tactics to connect developers, farmers, community members, government, and conservation practitioners by exploring how thoroughly their interests and values overlap.
$86,500
Total Awarded
SANTA BARBARA COUNTY FOOD ACTION PLAN Our food system is essential to the public health, economic vitality, and environmental resilience of Santa Barbara County. The Food Action Plan, launched in May of 2016 after a twoyear planning and development process, is a strategy-based community blueprint for an accessible, thriving, sustainable and healthy food system. A total of sixteen recommendations with four priority goals are identified, examining food system issues from production to consumption to waste.
$215,000
Total Awarded
2018 REPORT OF GRANTS & GIFTS *Data and financials included in the 2018 Report of Grants & Gifts are unaudited.
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COMMUNITY GRANTS The Santa Barbara Foundation offers numerous grant opportunities designed to help strengthen Santa Barbara County’s diverse nonprofit sector and address our communities’ most pressing challenges.
CORE SUPPORT FOR BASIC NEEDS The Santa Barbara Foundation’s Core Support for Basic Needs (CSBN) grants program is SBF's largest community grant opportunity with awards up to $50,000. The purpose of the program is to ensure that our nonprofit partners are able to deliver effective programs and to meet an increased or sustained demand for vital human services including food, shelter, healthcare, and behavioral health. CSBN grants provide much needed unrestricted dollars for operations.
EARLY CARE & EDUCATION
$872,000 Total Awarded
$2,017,000 Total Requested
$158,500
The Santa Barbara Foundation’s Early Care and Education grant program focused on nonprofit professional and leadership development and the Strengthening Families Protective Factors Framework, a research-informed approach to enhance child development, in 2018. Organizations that work with our communities youngest population of 0-5 years of age were awarded up to $20,000 to increase staff knowledge and improve child care with family engagement.
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Total Awarded
$252,200
Total Requested
$322,200
EXPRESS Express grants are Santa Barbara Foundation’s most frequently available with awards up to $5,000. With deadlines on the first Monday of each month from February through November, our nonprofit partners can apply for funds to increase organizational capacity and effectiveness during critical times in the year.
INVEST IN YOUTH Invest in Youth Grants aim to support nonprofit organizations with in school, out-of-school, afterschool, or summer programs serving school aged children (grades K-12) and transitional age youth, defined as individuals between the ages of sixteen and twenty-four who are in transition from state custody or foster care in Santa Barbara County.
Total Awarded
$651,200
Total Requested
$476,000 Total Awarded
$971,100
Total Requested
2018 REPORT OF GRANTS & GIFTS *Data and financials included in the 2018 Report of Grants & Gifts are unaudited.
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2018 GRANTEES CORE SUPPORT FOR BASIC NEEDS Casa Serena Channel Islands YMCA Youth & Family Services Community Action Commission of SB County Council on Alcoholism and Drug Abuse (CADA) Cuyama Valley Family Resource Center Domestic Violence Solutions for SB County Family Service Agency of Santa Barbara Foodbank of Santa Barbara County Good Samaritan Shelter Hospice of Santa Barbara, Inc. Mental Wellness Center Pacific Pride Foundation, Inc. PATH Santa Barbara Planned Parenthood CA Central Coast Sanctuary Centers of Santa Barbara, Inc. Santa Barbara Neighborhood Clinics Santa Barbara Rape Crisis Center Santa Barbara Rescue Mission Santa Ynez Valley Fruit & Vegetable Rescue Santa Ynez Valley People Helping People Sarah House Santa Barbara The Salvation Army Transition House
EARLY CARE & EDUCATION Carpinteria Children’s Project Child Abuse Listening Mediation (CALM) Children and Family Resource Services Isla Vista Youth Projects, Inc. Little House by the Park Santa Barbara County Education Office (Child Care Planning Council) Santa Maria YMCA Transition House
EXPRESS Alpha Resource Center of Santa Barbara ACE Mentor Program, Santa Barbara All for Animals, Inc. Allan Hancock College Foundation Alliance for Pharmaceutical Access, Inc.
Artspace Inc. C.A.R.E4Paws Carpinteria Children's Project CAUSE-Santa Barbara County Immigration Legal Defense Center Central Coast Rescue Mission Children's Creative Project Children's Museum of Santa Barbara Coalition for Sustainable Transportation Coastal Housing Coalition Community Counseling and Education Center County of Santa Barbara Art Fund Dog Adoption and Welfare Group (DAWG) Domestic Violence Solutions for Santa Barbara County Ensemble Theatre Company Environmental Defense Council Flamenco Arts Festival Foodbank of Santa Barbara County Friendship Adult Day Care Center Inc. Future Leaders of America Ganna Walska Lotusland Get Focused Stay Focused Girls Inc. of Carpinteria Girls Inc. of Greater Santa Barabra Girls Rock SB Goleta Valley Community Center Guadalupe-Nipomo Dunes Center Harvest Community Center Hearts Therapeutic Equestrian Center Hillside House Hope School District Educational Foundation Institute for American Research Legal Aid Foundation of Santa Barbara County North County Rape Crisis and Child Protection Center Oaks Parent Child Workshop Organic Soup Kitchen Out of The Box Theatre Company People for Leisure and Youth, Inc. Prime Time Band PublicSquare, Inc. Quail Springs Learning Oasis and Permaculture Farm Regents of the UCSB Return to Freedom Inc. Rona Barrett Foundation Sansum Diabetes Research Institute Santa Barbara Arts Collaborative Santa Barbara Botanic Garden, Inc.
United Way of Santa Barbara County
INITIATIVE GRANTEES Santa Barbara Family Care Center Santa Barbara Festival Ballet Santa Barbara Maritime Museum Santa Barbara New House Santa Barbara Rescue Mission Santa Barbara School of Squash Santa Maria Valley Discovery Museum Santa Maria Valley Historical Society Santa Maria Valley Humane Society Santa Ynez Valley Advisory Council dba Solvang Senior Center Santa Ynez Valley Botanic Garden Foundation Solvang Heritage Associates-Elverhoj Museum of History & Art Teddy Bear Cancer Foundation The Foundation for Girsh Park The Foundation for Santa Barbara City College The Natural History Museum of Santa Maria The Pacific Pride Foundation The Santa Barbara County Sheriff's Benevolent Posse Transition House United Boys and Girls Clubs of Greater Santa Barbara County Village Properties Teacher's Fund Visiting Nurse and Hospice Care Foundation Westmont College Wilderness Youth Project
INVEST IN YOUTH AHA! (Attitude. Harmony. Achievement.) Boys & Girls Club of Santa Barbara Camp Fire Central Coast of California Central Coast Alliance United for a Sustainable Economy (CAUSE) Central Coast Junior Golf (The First Tee Central Coast) Family Service Agency of Santa Barbara County Fighting Back: Santa Maria Valley Future Leaders of America Girls Inc. of Carpinteria Girls Inc. of Greater Santa Barbara Girls Rock Santa Barbara Just Communities Central Coast Los Padres Council Boy Scouts of America Pacific Pride Foundation Santa Barbara Education Foundation (What is LOVE) Santa Maria Valley YMCA Santa Ynez Valley Therapeutic Riding Program The Los Alamos Foundation United Boys & Girls Clubs of Santa Barbara County
COMMUNITY CAREGIVING INITIATIVE Alzheimer's Disease and Related Disorders Association Atlas of Caregiving Cancer Foundation of Santa Barbara Cottage Rehabilitation Hospital Foundation Family Service Agency of Santa Barbara Lompoc Valley Community Healthcare Organization, Inc. Marian Regional Medical Center Foundation Santa Barbara County Education Office
COMMUNITY DISASTER RELIEF FUND Doctors Without Walls-Santa Barbara Street Med Easy Lift Transportation Inc Foodbank of Santa Barbara County Foodbank of Santa Barbara County (fiscal sponsor) for Santa Barbara County Voluntary Organizations Active in Disaster (VOAD) Habitat for Humanity of Southern Santa Barbara County Hospice of Santa Barbara Institute for Congregational Trauma and Growth National Disaster Search Dog Foundation Riviera Care Center - Institute for Collective Trauma and Growth Santa Barbara Response Network The Salvation Army Women's Economic Ventures
SANTA BARBARA COUNTY CONSERVATION BLUEPRINT The Land Trust for Santa Barbara County
SANTA BARBARA COUNTY FOOD ACTION PLAN Commercial Fisherman of Santa Barbara Foodbank of Santa Barbara County Lompoc Valley Community Healthcare Organization Regents of the UCSB Sansum Diabetes Research Institute Wild Farmlands Foundation *Grantees from Towbes Fund for the Performing Arts, Timely Opportunities, and other funds are not included.
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THANK YOU TO OUR GENEROUS 2018 DONORS $100,001 & ABOVE California Community Foundation Catherine W. Pillsbury Cavalletto Charities GlobalGiving Foundation John & Peggy Maximus Fund for Foster Care Students Fund *
$25,001 TO $100,000 James S. Bower Foundation Firework Foundation Herbert Simon Family Foundation Hutton Parker Foundation The Lehrer Family Foundation Patricia Sharpsteen Fund * Pioneer Ventures The Nancy & David Potter Scholarship Fund SD Trombetta Foundation Strada Education Network
$10,001 TO $25,000 Acton Family Giving Yifen and Kuanhsi Chen Neil Dipaola Edica Mary Uccello Scholarship Fund * The Goodhines Revocable Trust Jake Gimbel Trust Fund * Mosher Foundation Alexander and Heloise Power The Sage Foundation Ken and Josephine Saxon Maryan Schall Walter J. and Holly O. Thomson Foundation The Toporeck Family Student Aid Fund *
$5,001 TO $10,000 Anonymous NancyBell Coe Marilyn Jenkins Kathleen Lavidge
Lompoc Valley Community Healthcare Organization, Inc. Angel and Frances Martinez C. Dana White Dale Zurawski and Geoffrey Slaff
Charles and Judy Markline The Matthews Salazar Imagitas Foundation Marshall and Gretchen Milligan SOhO Restaurant & Music Club Higgins Trapnell Family Foundation Geofrey and Laura Wyatt
$2,501 TO $5,000
$501 TO $1,000
Phil and Cindy Alvarado Ann Jackson Family Foundation Irving Beiman Brander Family Foundation The Community Foundation of San Luis Obispo County Elizabeth Denison Stephen and Laura Francis Howard and Nancy Gilmore McGowan Guntermann, CPAs Walter Klass Lucky Fund The Luetkemeyer Jr. Family Foundation, Inc. Mark and Laurie McKinley Robert and Elizabeth Manger The Mesa West Foundation James and Mary Morouse Nakasone Family Foundation Orlando Family Trust Susan and Thomas Richards Frances Schultz and Thomas Dittmer Rachel Simon Stefanie L. Lancaster Charitable Foundation Grace Thomas Carnzu A. Clark* Philip and Carolyn Wyatt
$1,001 TO $2,500 Barbara L. Heimlich Fund * Diane Firestone Erik and Judith Frost Pamela Gann and David Hardee Robert and Beverly Gowing Stephen and Patsy Hicks Brian McClintic
Cynthia Abulafia Kieran and Diane Adam David and Lyn Anderson Laurie Ashton and Lynn Sarko Bartlett, Pringle & Wolf, LLP Isabel Bartolome Donald and Susan Bennett Shirley Boydstun Bob and Patty Bryant Stanley Bursten John Carbon and Louise Clarke Jackie and Dave Carrera John Carter Claude and Susan Case Grant and Anne Castleberg Catherine Cavaletto Robert and Claudia Chyla NancyBell Coe and William Burke Jeffrey and Anne Donahue Marilyn Easly Robert and Christine Emmons Donald and Carole Eversoll Geoffrey and Roxanne Gaggs Eunice Goodan Gary and Susan Gulbransen Norman and Jane Habermann Bob and Victoria Hazard Lee Heller Mary L. Jannotta Dow Jarvis William and June Kistler Joseph Lanza and Alice Sykes Madeline Stuart & Associates, Inc Warren and Marlene Miller Craig and Denise Montell Gary and Anna Nett Cathy and Steve Pepe *Donor is deceased
Russell and Sharon Rumberger John and Cynthia Sanger Santa Maria Kiwanis for Kids, Inc. Eileen Sheridan and Roger Wilde Alexander and Kathy Simas Erwin and Patricia Straehley Carol Sawyer and Robert Torian Anne Towbes Towbes Foundation Nicholas and Patricia Weber
$251 TO $500 Stephen and Barbara Abbott American Online Giving Foundation Anthony Barton Benchmark Wine Group Victoria Bessinger Peter and Karen Brill Thierry Cassan and Lisa Phelps Ernie and Joan DeGasparis Michael and Lauri Dahlin Alice and Raymond Down Draughtsmen Aleworks Edward & Sons Trading Company, Inc. Dennis Forster Richard and Dolores Fortune Jennifer Frazer Dennis and Setsuko Furuike Paul Gawronik Richard and Kate Godfrey Elizabeth and Peter Gray Marylinn Green Randall Greer and Jana Waring Greer Nancy Gunzberg Diane and Montgomery (Ray) Hester * Randall Day and William Hurbaugh Denise Jolliff Paul and Tina McEnroe Tracy McGregor Danna McGrew John and Sally Mandle Mission Wealth Management, LLC Cathy Murillo Network for Good Kevin and Dawn O'Bar Joel Ohlgren and Nancy Even Pacific Rim Adventures Inc. Eric Parsons Ann Pless
Elinor Plumer Esther Prieto-Chavez Donald and Alita Rhodes Edgar (Ted) Rhodes and Joan Pascal John and Muriel Ridland George and Marlene Riemer John and Judy Ritchie Ian and Muriel Ross Donald and Catherine Rowland Sheldon and Alice Sanov Santa Ynez Band of Chumash Indians Howard Scar Carol Schwyzer Gerald Shepherd Vincent and Angela Siefe Ann Steinmetz Sarah Stevens James and Rebecca Takayesu Robert and Carol Thompson Trinity Episcopal Church, Santa Barbara Deanne and Tom Violich Elizabeth Weber Anne Widmark Joy Winer Caroline and Robin Woods Edwin Woods
$101 TO $250 Duncan and Meredith Abbott Joel and Lynn Altschul Barbara Andersen Deborah Babineau Richard and Melanie Baum Sarah-Alexandria Beausoleil Michaela Bebernes David and Vicki Book Daniel and Jeanette Brooks Ronald and Melissa Brooks Maria Carmen Caudillo Alec and Cindy Chambers Charles Chester Michael and Marni Cooney Linda and Mike Cordero Craviotto Brothers Enterprises #1 Lloyd Dallett Margot Darby Russell Denea and Louise Harris The Donna Gene Mehlschau Trust Lanny Ebenstein Lendon and Marlou Everson Jim Favor
Brian Feil Jeffrey and Monica Fried The Betty H. Fussell Revocable Trust Ronald and Andrea Gallo Dennis and Barb Glover The Godley Family Trust James and Mary Jo Hartle Penelope Hartnell David and Marsha Hill Jacobs Family Trust Stewart and Jeanne Johnston David Jones Laszlo and Antoinette Kiraly Elania Kroll Marjorie Larkin Lyons Family Foundation Peter and Leslie MacDougall McCune Foundation Marilyn McMahon James Margeson Linda Mathews Meridian Group Real Estate Management, Inc. Judith Milam Elizabeth Newman-Smith People for Leisure and Youth, Inc. Ruben Perez Joseph and Karen Peus Paulette Posch Amy Ramos and Thomas Mates Allan Saddi Santa Barbara Singing Circle Barbara Smith-Bacon Miltiades Greg Stathakis K. Martin Stevenson Bruce and Robin Tiffney Kathryn Utterback Bill and Julie Villa Alyse Wagner Vicki and James Wedmore
UP TO $100 Daryl and Melissa Abrams Linda Adler Mark and Kathleen Allgire Antonio Alvarez Ted and Louise Anagnoson Anna Anhalt Anne Ashmore Karen Atkins Steven and Marilyn Bachman Donald L. Balch * Edward Barrier
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THANK YOU TO OUR GENEROUS 2018 DONORS Seth and Jamin Bean Constance Beavon Terry Behrens Irwin and Roslyn Bendet Larry and Jamie Bickford Patricia and Richard Blake Robert and Kenlyn Blecker Joseph and Marty Blum Linda Bogue Jorgia Bordofsky Wymond and Sue Bradbury Lester Breeze Charla Bregante Christina Brown Buddhist Church of Santa Barbara William Burtness Lois Capps Samuel Capra * Elizabeth Carlson Bob and Judith Carpenter Emily Casarez Susan Cass Rubi Castellanos Aaron Catherwood Arnold Chapman Richard and June Christensen Barbara Clark Michael and Jean Cochran Sheila Cohn Paul and Tina Collins Annie Colquhoun Tamera Cunningham David and Janice Cutler Lilyan Cuttler George and Nancy Curry Alina De Albergaria McKenzie Dearing James and Janis Devany Paul and Barbara Didier Diyana Dobberteen Kathleen Donelan-Maher Taylor Donnell *Donor is deceased
Laurie Dowling George and Katherine Downey David and Ann Dwelley Jettie Edwards Marian Emmons Gloria Estrada Bonnie Ettinger James Fischer Joannette and Donald Fong Patrick Foster Carole and Ron Fox Anamarie and Benjamin Franc Muriel Gade Patricia Gaston Deborah Branch Geremia David Gersh Terry Giles Annette Goena Peter Gordon Wayne and Kay Graham Gary Gray Owen and Laurie Guitteau Hamilton Trust Peter Hasler Robert and Debra Herrick Anthony Hickling Willard and Ronda Hobbs Thomas and Jody Holehouse Frank and Daniele Huerta Arthur L. Hunot, Income Tax Service Edward Huntington Kristen Jacoby and Nicole Clark Virginia Jarvis Susan Johnston Justin Gunn Productions, LLC Karl Storz Imaging, Inc. Karl and Patricia Kassity David Katz Emily Klee Mara and Walter Kohn Melissa Koonce Kate Kurlas Anthony Lafferty Lama Dog Tap Room + Bottle Shop James and Elinor Langer
Bernard and Josephine Lennon Henry and Joan Levy Nancy Lonshein Bruce Luyendyk Arjun and Hilary McAvoy Linda McCollister Diana McDonough Madeline McDowell Judith McKinnon Bob and Lindy McLean Maysoft Software Thomas and Steffnie Molley Gabriela Macias-Mota Claire Magee Amanda Mardon Ernest and Barbara Marx Collette Mason Howard Mel Julie Mickelberry Patricia and Peter Miller Sandra Miller Peter Mitchell Janet Mocker Robert Monk Morgan Stanley on behalf of Jennifer Murray John and Christine Morrisset D. Mullins Ron and Mary Nanning Judy and Tom Nilsen Mead and Elizabeth Northrop Kathleen O'Leary Thomas and Kathryn Ochsner Terry Osborne Beatrice Oshika Karin Powers Jamie Rasmussen Albert Reid Bruce and Suzanne Reuter Joseph and Jennifer Reyes George and Pamela Risher Kilburn and Shirley Roby Laura Roth SB Women's Political Committee Jessica Sanchez Nicolasa Sandoval an John Gustafsson
Dennis and Abbe Sands Cheri and Larry Savage Deborah Saxon Trinity Schwartz Barbara Shapiro Harriet Sharp Ruby and Steve Shelton Julie and Gregory Sorenson Melissa Sorongon Jeremy Stein Frank and Kay Stevens Robert Stiens John Stillwell Leah Stokes John-Paul and Linda Stornetta Judy Taggart Norbert Tan Melinda Thomas Helen Tomkins Thomas Totton Constance Townsend Karen Trapp Peggy Trivilino Katherine Van Meter Deanna Vallejo Annalisa Varni William Vollero and Barbara Hill Eugene and Debbie Waller Lori Weitz Arthur Westerfield Judith Willis Travis Wilson and Maritza Mejia-Wilson Susan Winn-Rogers Richard Wolf and Elizabeth Brooks Katherine Wolfe Bruce and Jean Wollenberg Arthur Wood Craig Wood John Young
THANK YOU TO OUR AGENCY ENDOWMENT PARTNERS Angels Foster Care of Santa Barbara Buellton Library Carpinteria Rotary Charitable Foundation Charlotte's Web Children's Library Community Action Commission CSSA Dog Adoption & Wellfare Group (DAWG) Domestic Violence Solutions Faith Lutheran Church Foodbank of Santa Barbara County Friends of the Fiscalini Ranch Preserve Friends of Los Banos Del Mar Pool General Libraries Fund Girls Incorporated of Carpinteria Good Samaritan Shelter Guadalupe-Nipomo Dunes Center The Hancock Promise Ian M. Hassett Foundation Jim Stanley Memorial Endowment Las Positas Tennis Center Legacy Fund of St. Andrew's Episcopal Church of Ojai Lions Sight and Hearing Center Lompoc Library Lobero Theatre Morning Rotary of Carpinteria Charitable Foundation, Inc. Montecito Retirement Association New Directions Northern Santa Barbara County United Way OASIS Orcutt Children's Arts Foundation, Inc. Partners in Education/Computers for Families
Peggy Bergmann People for Leisure and Youth Pilgrim Terrace Co-Op Homes Rotary Club of Santa Barbara Sunrise Santa Barbara Choral Society Santa Barbara Courthouse Legacy Foundation Santa Barbara Therapy Dogs Santa Barbara Education Foundation Santa Barbara Meals on Wheels, Inc. Santa Barbara Vintners'Foundation Social Justice Fund for Ventura County Santa Maria Breakfast Rotary Foundation Santa Maria Boys & Girls Club Foundation Santa Maria Valley Humane Society Santa Maria Valley YMCA Foundation Santa Maria Valley YMCA GENSPAN Santa Maria Valley YMCA Santa Ynez Valley Humane Society Storyteller's Managed Equity Portfolio Student Art SYVTRP Unity Shoppe VTC Enterprises Village Library Wildling Museum
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THANK YOU TO OUR GENEROUS FUNDHOLDERS DONOR ADVISED FUNDS A.A. Alexander Fund Ackerman Family Fund Adams Family Fund Aera Energy Fund Ainsley Family Fund Aizenstat/Hansen Family Fund Allen Fund Anapamu Fund Animal Rescue Fund of Santa Barbara Anonymous AOK Fund Artemisia Fund Barbara and Ernest Marx Fund Barbara Bradley Fund Barbara Delaune Warren Fund Barbara Kessel Fund Barry and Norris Goss Fund The Beatrice B. Hamlin Benham Family Fund Betty Bennet Gordon Fund Blythewood Family Trust Fund Brad N. Baker and Sharlene Shipman Brander Family Foundation Brasch and Nanning Family Fund Brett and Danielle White The Brooktree Fund Browne Family Fund Burnham Family Fund Campbell Family Fund Carolyn and Liam Murphy Family Fund Mrs. Carolyn D. Thresher Fund Carter Fund Case Family Charitable Fund Chirman Family Fund Christine Neil Saunders Fund Church at the Crossroads Scholarship Fund Cielito Fund Cleo and Sol Hill Fund Connor O'Keefe Fund Cox Charities Foundation *Donor is deceased
Haight Family Fund Herbert M. Cole and The CWP Fund Shelley L. Cole Fund Deborah & Ken Pontifex Fund Himovitz Family Fund Dellanina Family Trust Fund Hollis Norris Endowed Fund Diane and Don Jackson Fund Honikman Family Fund Diane and Kieran Adam Fund Hope Saxon Fund Diane Hester and Ray Hester* Fund Howard and Nancy Mel Fund Don and Susan Bennett Family Fund Ilan M. and Barbara G. Levi Fund Donald & Sharon Lafler Jack and Gretchen Norqual Foundation Charitable Fund Jack Perrin Foundation Dorothea B. Hawes Family Fund Jacobs Family Fund Dr. Howard R. Bierman and Anthony Jacqueline & Adrien Abbud (Andy) Granatelli Fund James M. & Marian F. Slater Dr. Peter L. Morris Endowed Fund Mr. James R. Warren Fund Ed Graper Fund Jannotta Family Fund Education, Youth and Jerry & Jackie Inskeep Fund Community Fund The Jim Ryerson Environmental Elizabeth & Hugh Ralston Foundation Fund Charitable Fund JMK Fund Erik Gregersen Family Fund Joan and Roger Craton Esperanza del Corazon Fund Donor Advised Fund ESPERANZA: Prof. Antonio R. & Joel F. & Alice Bliss Studebaker Fund Margarita O. Molina John A. Moseley Fund Charitable Fund Mr. John DeGroot Fund Eternal Investments Fund Judith Stapelmann Fund Ethel & Howard Scar Fund Judy & Frank Ghezzi Fund The Eusey/Deal Fund Judy and Leon Bartholomew Evenden Family Fund Family Fund The Fess Parker Family Fund Julie L. Capritto Fund Figueroa Fund Karen & Peter Brill Family Fund Forrest and Priscilla Mori Fund Katherine Harvey Fellows Fox Family Fund Endowment Fund Frank and Joseph Gila Fund Kathryn and Larkin McCormack Fund Gainey Family Fund Keaney-Wright Fund Gallo Family Fund KEF Fund Garland & Brenda Reiter Family Ken and Jo Saxon Fund Foundation Fund Mr. and Mrs. Kenneth R. Ziegler Fund Gary and Susan Miles Kent and Lauren Burton, Trustees Gulbransen Family Fund of K&L Burton Family Trust Gertman Family Fund Kiefer-Roberts Family Fund Gilliriemaland Foundation Kirby Foundation Fund Grateful Adam Fund in memory of Bob Kirby Gretchen and Marshall Milligan Fund Mr. Larry Schnur Fund Griffin Saxon Fund Mrs. Laura Estes and Grunzweig Family Fund Mr. George L. Estes Fund Gwen Taylor Dawson Fund Let There Be Light Fund
Lewis-Towbes Family Fund Linda Seltzer Yawitz Fund The Lion and the Rose Fund Lucent Wealth Charitable Fund Lucky Fund Lynn Gamble and Glenn Russell Family Fund MacMurray Family Fund Margaret L. Rhodes Fund Margaret Waller Fund Marjorie Kenyon Fund Mark and Caroline Montgomery Memorial Fund Marshall A. Rose Fund Mrs. Mary Louise Gee Fund Mary G. Miranda Fund for Youth Mary Smith Fund Marylinn Green Family Fund Michael and Diane Wondolowski Fund Michael and JoAnne Meade Young Fund Michael and Nancy Martz Fund Michael Towbes Fund Michelle Falvey Memorial Fund Mitchel Family Fund MKCE Sheldon Family Fund Montecito Community Fund Moody Family Fund Morouse Family Fund The Moseley Family Fund Nancy de L'Arbre Fund Nancy Even and Joel Ohlgren Fund Nancy Gunzberg Fund Natalie Orfalea Foundation Nicholas and Patricia Weber Fund Nick Johnson Memorial Athletic Fund Nico D March Family Fund Nina C. Vegari Family Fund Odell Family Charitable Fund The Orfalea Fund Our Family Fund Mr. Palmer G. Jackson, Jr. Fund Patricia M. Gainey (Tish Gainey) Fund Paul & Mary Genis Fund Peter & Linda Beuret Fund Peter Karoff Endowment for Poetry in Santa Barbara Pittman and Strickfaden Family Fund Play It Forward Fund
Terry and Sally Eagle Fund Thomas Paine Fund Plumer Family Fund Tim and Louise Casey Family Fund Polly & David Van Horne Fund Timothy K. and Virginia A. Bliss Fund Poomer Fund for Anne Smith Towbes Tisha Weber Ford Family Fund Posada Family Fund The V.E.T.S. Fund (Veterans Power Family Fund Education Training & Service) Power Lead Trust Fund Vista Fund Rafe Sagarin Fund for Innovative Ecology Walker Family Fund The Randolph and Patricia Walter J. and Holly O. Thomson Fund Scott Family Fund Weller Charitable Fund Mrs. Raymond King Myerson Fund Wilde/Sheridan Fund The RBK Fund Willfong-Singh Family Fund Rieffel Charitable Fund Mr. and Mrs. W. Pendleton Tudor Fund* Rio’s Promise Fund Mr. and Mrs. William H. Kistler Fund Robert Duncan Economics/History Fund Mr. and Mrs. William W. Drewry Fund Robert H. and Inge M. Uphoff Fund Wright Family Fund The Robert & Linda Badal Charitable Fund Yager Donor Advised Fund Mr. & Mrs. Robert P. Gowing Fund The Yotto Fund Robin Hill Cederlof Fund Yulun and Susan Wang Fund Romo Family Fund Yzurdiaga Family Fund Rosalyn Thelma Lourean Cliff Real Zannon Family Foundation Tender Loving Care The Zimmer Fund Rowland Family Fund Zurawski Slaff Family Fund Ryan & Sarah Muzzy Family Fund Ryan Taylor College Readiness Fund DONOR DESIGNATED Saggy Ave FUNDS Santa Barbara Associates Fund Alfred and Rosalind Perlman Trust Fund Save Your Stuff Humanitarian Fund C. William Schlosser Fund Scalapino Family Fund Carpinteria Junior Lifeguards Schall Family Donor Advised Fund Charles W. & Margaret F. Morrice Fund Schlosser Family Fund Christopher Carroll Fund Senior Programs of Santa Barbara (CAF) Computers for Families Fund (SBF) SFT Charitable Fund Curletti Family Fund Sheldon Charitable Fund Edward Robert Doty Fund Shepard Family Trust The Endowment for Youth Sherwin Family Fund Committee Fund Silvio D. DiLoreto Fund Ethel V. Dieterich Fund Skinner Family Fund George and Marlene Riemer Skip and Sally Prusia Fund Fund for Cottage Hospital SOCKES (Student Opportunity for Catholic George and Marlene Riemer Knowledge and Education Fund for Hillside House Scholarship) Fund George and Marlene Riemer Fund for Starfish Housing Committee Fund the Santa Barbara Rescue Mission Stephen M. & Patricia D. Hicks Fund Holderman Endowment for Sternin Family Fund La Patera School Fund Steve and Cindy Lyons Fund John & Peggy Maximus Fund Steve and Suzanne Weintraub Fund for Music Academy of the West Steven L. Karan Fund John & Peggy Maximus Fund Suzanne Sumerlin Duca for Santa Barbara Museum of Art Donor Advised Fund John & Peggy Maximus Fund Sycamore Fund for Santa Barbara Public Library Ted Rhodes and Joan Pascal Fund John & Peggy Maximus Fund
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for SB Museum of Natural History Maurice L. and Florence Pfeiler Boyd Fund Mercedes L. Gutierrez Fund Preston and Sterling Morton Fund Rodney C. Bond Electric Education Scholarship Designated Fund Santa Barbara Flag Project Endowment Fund Santa Barbara Museum of Natural History Hollis Norris Endowment Science Endowment Fund Sophia Morton Fund Thomas E. Hugunin and Elenore H. Hugunin Endowment Fund William S. Gill Scholarship Fund Winona Fund for Community Arts Music Association Fund Yvonne Dibblee Donohoe Fund
FIELD OF INTEREST FUNDS Access Theatre Endowment Fund Anette La Hough Fund Ava P. Richards Fund Ballentine Fund Barbara J. Wright & Phyllis E. Zimmerman Scholarship Fund Barbara L. Heimlich Fund* Birnam Wood Helping Hands Fund Breitling College Visit Scholarship Fund Business Community Partners Fund The Cleo Purdy Fund for Early Childhood Education & English Language Proficiency David E. Maccianti Memorial Scholarship Fund Edica Mary Uccello Scholarship Fund Emily Lawrence Newton Fund Energy Partners Fund George H. and Olive J. Griffiths Memorial Scholarship Fund Gilbert V. Hamilton Fund Global Neighborhood Fund Grace Fisher Foundation Fund Gwendolyn M. Floro Fund Harold R. Schwalenberg Memorial Fund Ida M. Meier Scholarship Fund Isabel Hayden Bartolome Student Loan Fund Jake Gimbel Trust John & Peggy Maximus Fund *Donor is deceased
for Foster Care Students Fund Lillian B. Smith Student Aid Fund Louise F. Mollath Fund Madeline Verga Schroll Fund Marianne and Stacy Cocks Endowed Fund Marianne and Stacy Cocks Fund Marty Karoff Fund for Social Venture Partners of SB Mary K. and Edith Pillsbury Foundation Fund Max Lynn and Shirley A. Lynn Memorial Fund May Lindgren Fund Mercedes H. Eichholz Health Services Fund Mercedes H. Eichholz Scholarship Fund Mildred G. Federico Fund The Nancy and David Potter Scholarship Fund Norton R. and Maude Ellen Cowden Income Trust Fund Ojai Women's Fund Otis M. Williams & Evelyn Freeman Williams Fund P. Paul and Pauline B. Riparetti Medical Scholarship Fund Patricia Sharpsteen Fund Robert K. and Barbara J. Straus Fund Robert O. Dougan Fund Rubie Burton Fund Ruth and Walter C. Klass Scholarship Fund S. Jordan Family Fund Santa Barbara Boys Choir Scholarship Fund Santa Barbara County Veterans Fund Santa Barbara Foundation Conservation and Restoration Fund Sherman and Elizabeth Asche Memorial Scholarship Fund Siefe Family Loan Fund Silvio DiLoreto Scholarship Fund Slosser Fund for Nonprofit Collaboration Social Venture Partners Santa Barbara The Toporeck Family Student Aid Fund Towbes Fund for the Performing Arts Tri-Counties Blood Bank Field of Interest Fund Valley Community Hospital Auxiliary Fund Vow4Mal William and Lottie Daniel
Childcare Fund William F. Gunnerson Fund Women's Fund of Northern Santa Barbara County Women's Fund of Santa Barbara Women's Fund of Santa Barbara Endowment Fund
FISCAL SPONSORSHIPS Apples to Zucchini Cooking School The Asclepian Foundation of Western Medicine Fund CBeyondcancer Design a Renewable Energy Regulatory Pathway Down Syndrome Association of Santa Barbara County The Hearing Loop Fund Hope Ranch Beautification Fund Live Well Santa Barbara County Needs To Foundation Pacifica Graduate Institute Fund The Partnership for Resilient Communities Pomegranate Arts Fund Santa Barbara County Alliance for Arts Education Santa Ynez Valley Teen Arts SB Poetry SBsnap School Wellness Council Sustainablefuture.org Vesalius Foundation The Wuttke Foundation
BALANCE SHEET CONSOLIDATED STATEMENT OF FINANCIAL POSITION Assets Cash and Equivalents Prepaid Expenses and Deposits Investments Property, Net of Accumulated Depreciation Bequests and Pledges Receivable Student Loans Receivable Notes receivable, net of current portion Mission Related Investments Charitable Trusts Perpetual Income Trusts Total Assets
2018 35,456,800 150,299 293,215,754 14,028,686 47,326,495 1,212,615 4,891,484 423,936 63,578,937 13,927,585 474,212,591
2017 33,950,347 128,530 326,839,438 14,305,033 74,820,484 1,591,121 4,839,301 470,413 65,240,296 15,645,617 537,830,580
Liabilities and Net Assets Liabilities Accounts Payable and Accrued Expenses Grants Payable Mortgage Payable Charitable Trust Obligations Obligations to Agency Fundholders Total Liabilities
2018 491,216 195,417 3,166,187 1,367,741 19,260,851 24,481,412
2017 614,401 671,871 3,248,075 1,548,881 18,545,986 24,629,214
Net Assets Without Donor Restrictions With Donor Restrictions Total Net Assets Total Liabilities and Net Assets
2018 327,784,616 121,946,563 449,731,179 474,212,591
2017 384,961,084 128,240,282 513,201,366 537,830,580
Revenue, Gains and Other Support Contributions and Bequests Less: Agency Fundholder Contributions Contributions and Bequests, Net of Agency Funds
Without Donor Restrictions 22,423,918 (4,254,212) 18,169,706
With Donor Restrictions 997,321 0 997,321
Total 23,421,239 (4,254,212) 19,167,027
Investment Income (Loss) Less: Agency Fund Investment (Income) Loss Investment Income (Loss), Net of Agency Funds
(43,670,405) 947,763 (42,722,642)
(1,269,725) 0 (1,269,725)
(44,940,130) 947,763 (43,992,367)
Change in Value of Trusts Other Revenue Net Assets Released from Restriction Total Revenue, Gains and Other Support
0 257,990 3,671,876 (20,623,070)
(2,349,439) 0 (3,671,876) (6,293,719)
(2,349,439) 257,990 0 (26,916,789)
Expenses Grants, Net of Rescinds Less: Grants on behalf of Agency Fundholders Grants, Net Grantmaking Activites Direct Program Support Program Services Administrative and Fund Management Fundraising and Development Total Expenses
32,726,864 (2,591,585) 30,135,279 2,772,211 242,398 33,149,888 1,867,896 1,535,614 36,553,398
0 0 0 0 0 0 0 0 0
32,726,864 (2,591,585) 30,135,279 2,772,211 242,398 33,149,888 1,867,896 1,535,614 36,553,398
Increase (Decrease) in Net Assets Net Assets, January 1 Net Assets, December 31
(57,176,468) 384,961,084 327,784,616
(6,293,719) 128,240,282 121,946,563
(63,470,187) 513,201,366 449,731,179
CONSOLIDATED STATEMENT OF ACTIVITIES 2018
The numbers above are preliminary and are subject to change upon audit. The numbers above are preliminary and are subject to change upon audit. The final audited numbers will be The final audited numbers will be availablenotes later in 2019 at SBFoundation.org. The accompanying are an integral part of these financial statements.
available later in 2019 at sbfoundation.org.
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North County Headquarters 2625 South Miller Street, Suite 101 Santa Maria, CA 93455-1777 (805) 346-6123
SBFoundation.org facebook.com/sbfoundation
Nonprofit Org. U.S. Postage PAID Permit #411 Santa Barbara, CA
twitter.com/sbfoundation linkedin.com/company/santa-barbara-foundation
South County Headquarters 1111 Chapala Street, Suite 200 Santa Barbara, CA 93101-3100 (805) 963-1873
instagram.com/santabarbarafoundation
2019 STAFF Ronald V. Gallo
2019 BOARD OF TRUSTEES Diane Adam Chair
President & CEO
Barbara Andersen Chief Strategy Officer
Jackie Carrera Chief Revenue & Business Development Officer
Janet Mocker
Pamela Gann
Chief Financial Officer
Vice Chair
Jonathan Bower Maria Caudillo Elaine Cela Celine Delpoux Lynette Dunn Rubayi Estes Guille Gil-Reynoso Jordan Killebrew Katie-Rose Kube
Stephen Hicks Treasurer
Susan T. Richards Secretary
Phil Alvarado Laurie Ashton The Rev. Randall Day Neil Dipaola Donna France Angel R. Martinez Danna McGrew Jennifer Murray Robert C. Nakasone Cathy Pepe Ernesto Paredes Ginger Salazar Nicolasa I. Sandoval, Ph.D. Luis Villegas Michael D. Young, Ph.D.
Denise Lazaro Andrea Light Nick Munday Brittany Napier Neil Olipani Melissa Park Pedro Paz Stephanie Roberson Jessica Sanchez Cheri Savage Tom Sheil Kathy Simas Kara Shoemaker Caleb Stumberg Deanna Vallejo Evie Walla Sam Waterstone Lani Wollschlager