2021 ANNUAL REPORT
Mobilizing Collective Resources
The Santa Barbara Foundation (SBF) has a long-standing commitment to improving the quality of life in Santa Barbara County for all who live, work, play, and visit here. Working in partnership with individuals, families, community organizations, nonprofits, businesses, and government, we strive to address our communities’ most challenging needs. SBF recognizes that our work depends on the strength of the nonprofit sector and we are committed to its health and vitality. The Foundation has supported nearly every Santa Barbara County nonprofit organization and essential community project during its 94-year history. We connect those who give with those who dream of stronger communities. SBF’s 2021 Annual Report provides examples of how the Foundation works on behalf of Santa Barbara County and asks our community members to engage with us to enhance the lives of all who live in our region. Engage with us at SBFoundation.org.
2
|
SANTA BARBARA FOUNDATION
2021 ANNUAL REPORT
|
3
4
|
SANTA BARBARA FOUNDATION
A Letter From Our Leaders At the core of the Santa Barbara Foundation is our community and the collective wisdom and resources we deploy to help solve community challenges. We work in many ways to support
been led by former SBF staff member Kathy Simas, who recently retired after 20 years of service at the Foundation. Through our Collaboration for Social Impact, the Foundation partnered with Datalake and the University of San Diego Nonprofit Institute to provide the 2021 State of the Nonprofits Report for Santa Barbara County which highlights the needs and challenges of our hardworking nonprofit leaders.
community leaders, provide grants, partner with
This April 2022, we were finally able to open our
donors and our social sector, and lead initiatives
offices to the public. We were also able to honor our
— all in an effort to enhance the lives of all who
Santa Barbara County first responders and nonprofit
experience Santa Barbara County. The greatest
leaders, who worked tirelessly through the ongoing
example in 2021 of the beauty of our community
pandemic, with two happy hour events with over
was the effort to Save the San Marcos Foothills with
350 attendees (photos on page 4). The team at the
the Santa Barbara Foundation proudly serving as
Santa Barbara Foundation is honored to be your
the fiscal sponsor. Over 5,500 donations from $1 to
community foundation and together with our
$5 million totaling $18 million was raised in 90 days
donors, we have invested $38 million in over 2,700
which enabled the purchase and preservation of
total grants in 2021 in Santa Barbara County. The
the sacred indigenous plot of land that all may now
community is our heart and soul.
enjoy. What a true community effort. Community connections deepened as the
In community,
pandemic continued. When the crisis appeared to subside, a new variant would take shape and spread, sending us back into uncertainty. With each wave, SBF leaned into its partnerships, providing support to small businesses, aiding government entities, and resourcing nonprofit partners to meet day-to-day needs of community members. The Foundation acknowledged the immense toll this took on our nonprofits and provided COVID-19 grants to support their general operations. Our
STEVE HICKS Chair of the Board of Trustees Santa Barbara Foundation
COVID-19 support totaled over $1.9 million in 179 grants to nonprofits and small businesses (please see our COVID-19 Impact Report for the full story). Without a pause, these crisis response programs ran alongside the Foundation’s planned work — administering all of our regular grant programs that support our most vulnerable and working families amounting to over $6.6 million in discretionary investments in our County. In June 2021, the Foundation supported the launch
JACKIE CARRERA President & CEO Santa Barbara Foundation
of the Santa Barbara County Veterans’ Collaborative, addressing a need for better coordination of diverse veterans’ services in the region. This need had been identified in a veteran assessment which had
2021 ANNUAL REPORT
|
5
A Guide to How SBF Works Introduction SBF is a community foundation for all who live, work, visit, and play in Santa Barbara County. But how does a foundation meaningfully serve such a diverse and vibrant community? Guided by our mission to mobilize collective wisdom and philanthropic capital to build empathetic, inclusive, and resilient communities, the Foundation works to build healthy relationships, partnerships, and learns from community members, like you.
At the close of 2021, the Santa Barbara Foundation along with our generous donors gave $38 million in grants, received $48.1 million in contributions, and had $591 million in assets.
Leadership in Action The Santa Barbara Foundation leads the effort to bring people and resources together to work towards improvements in the community. In 2021, we did that by facilitating dialogue among our stakeholders, including business leaders, government representatives, leaders of nonprofit organizations, residents and funders, to optimize impact shown in our ongoing COVID-19 relief support. We formed strategic partnerships to leverage our collective strengths and maximize the power of our donors’ dollars like in the San Marcos Foothills Campaign as a fiscal sponsor. Our 2021 State of the Nonprofit Report shows how we do extensive research into the greatest needs of the community, our social sector, and the people who deliver services. With this research, we are positioned to champion specific causes and organizations. We then advocate for the funding to transform innovative ideas into reality.
6
|
SANTA BARBARA FOUNDATION
“ I received my first scholarship award in 2001 for academics from the Foundation and Scholarship Foundation of Santa Barbara as I headed off to study business and play soccer at UC Riverside. Recently their support through the COVID-19 Emergency Business Assistance Small Grant Program helped me to continue to serve our community through The Juicy Life. The Juicy Life is a wellness brand designed to help our members live their juiciest life possible through exercise, a positive mindset, and cold pressed juice. Thank you, Santa Barbara Foundation and County of Santa Barbara, I am so grateful for your support.” KIMBERLY ZIMMERMAN Owner of The Juicy Life in Santa Ynez
2021 ANNUAL REPORT
|
7
Strategic Grantmaking
“ I have been fortunate to serve with
With over 2,000 nonprofits in Santa Barbara County, even the most diligent donor would find it daunting to learn about all of them and vet their work. SBF helps to ease that work for donors as we award our Community Grants programs through a rigorous process of research, planning, due diligence, and evaluation. In support of our vulnerable populations and working families, SBF works to identify and prioritize critical needs for strategic grantmaking requiring special focus and additional organizational resources. Once funded, SBF monitors and evaluates the progress of the grantees towards greater impact and
committee for the Behavioral Health/Health
SBF is committed to working with providers to maximize their effectiveness.
DISCRETIONARY INVESTMENTS $6,600,000 total
a number of other local experts on a Care grantmaking process. The Foundation approaches grantmaking in a structured, comprehensive, and transparent manner. I am always amazed at the depth and quality of services our nonprofits provide to community members, and I am grateful to the Foundation for the support and resources it provides to these important organizations.” JOHN LEWIS Ph.D. Donor & Behavioral Health/Health Care Grantmaking Committee Member
The Foundation provided $6.6 million in discretionary dollars (funds invested at the Foundation’s discretion) supporting basic
L
human needs like behavioral health (B), health care (G), food (F), shelter and safety (H & K), and addressing the concerns of
A
the working family, including child care
B
(C), education (D), workforce development C
K
(L), and workforce housing (H), as well as supporting our nonprofit sectors (K) in the Collaboration for Social Impact.
D
I J
H
G
F E
A. Arts, Culture, & Humanities B. Behavioral Health C. Child Care D. Education & Youth Development E. Environment & Animals F. Food Systems
G. Health Care H. Housing & Shelter I. Human Services J. Miscellaneous K. Public & Societal Benefit L. Workforce Development
*Data and financials in the 2021 SBF Annual Report are unaudited.
8
|
SANTA BARBARA FOUNDATION
Partners in Philanthropy
“ I refer clients with philanthropic goals to
For more than 94 years, the people of Santa Barbara County have trusted SBF to steward their charitable assets for our collective good. Our philanthropic advisors help donors navigate the logistics of giving, and work with them to create a customized giving plan that aligns with their charitable goals. As a community foundation, we have a responsibility to expand financial capital by reaching out to individuals and institutions to raise funds. We are committed to pooling our collective resources with those of forwardthinking funders to build scalable solutions. The Santa Barbara Foundation invites and
goals into tangible realities. The Foundation
the Santa Barbara Foundation to turn those has a pulse on the nonprofits doing good in Santa Barbara County and works closely with clients to match their giving goals and help create lasting change in our region.” ALEX SIMAS Attorney at Law, Kirk & Simas PLC and Santa Barbara Foundation Trustee
encourages all donors, contributing any donation size, to join us.
NON-DISCRETIONARY INVESTMENTS With the generosity of our donors,
$31,400,000 total
SBF distributed $31.4 million in nondiscretionary dollars (funds not left to
K
the Foundation’s discretion) through G
H
I
our philanthropic services department
J B
A
which stewards donor advised funds, donor designated funds, field of interest funds, fiscal sponsorships, supporting
F
organizations, agency endowments and
E
C
D
investments.
A. Arts, Culture, & Humanities B. Behavioral Health C. Education & Youth Development D. Environment & Animals E. Food Systems F. Health Care
G. Housing & Shelter H. Human Services I. Miscellaneous J. Public & Societal Benefit K. Workforce Development
*Data and financials in the 2021 SBF Annual Report are unaudited.
2021 ANNUAL REPORT
|
9
10
|
SANTA BARBARA FOUNDATION
Supporting the Social Sector SBF believes a healthy, high-achieving, creative social sector enables the best for Santa Barbara County. With our nonprofit partners and field experts, we share knowledge through a series of capacity-building workshops known as our Peer Learning Convenings, leadership development, and technical assistance programs. We collaborate with organizations like Leading From Within, Association for Fundraising Professionals, The FUND for Santa Barbara, Cal Lutheran Center for Nonprofit Leadership, and BDO Financial Management Associates to develop successful approaches for improved outcomes in the community. We connect our social sector with funders and other nonprofits to make their efforts more powerful and enhance their work for generations to come.
“ The support from the Santa Barbara Foundation allows Leading from Within to grow programs of intent to build, nurture, and develop stronger leaders across Santa Barbara County. The Leading for Community Impact (LCI) program specifically identifies North County nonprofit leaders and enriches their development to help address the challenges in their communities.” ASHLEY COSTA Executive Director of Lompoc Valley Community Healthcare Organization & LCI Co-Facilitator
2021 ANNUAL REPORT
|
11
Select Stories of Our Work Together, We Saved the San Marcos Foothills So how did a group of volunteer community members achieve the seemingly impossible task of raising over $18 million in just three months? “We had to break all the rules for a capital campaign,” explained Nancy Weiss, a nonprofit consultant who volunteered on the campaign leadership team. “We just had to push the pedal to the metal.”
“Those small donations added up to millions. I mean, it was unbelievable,” said Marianne Parra, a community member who has ancestral ties to the San Marcos Foothills, and a member of the Foothills Forever campaign leadership team. “It was so beautiful to see all those payments trickling in. For us, it was so emotional – to feel like our ancestors were really here helping us, trying to save these lands. And it’s not just for us, it is for everybody. It makes a huge difference in our community to have open space for everyone.” The 2021 effort to Save the San Marcos Foothills includes 100 acres and joins the 200 acres of the foothills secured in an initial 2006 collaboration. The 2006 effort was County-driven and community
The group connected with the Santa Barbara
supported, led by then Santa Barbara County
Foundation (SBF), which quickly agreed to serve as
Supervisor Susan Rose and her staff, Mike Ghizonni
the fiscal sponsor for the newly-formed Foothills
of the County Counsel’s office, Debra Geiler of the
Forever Fund. This arrangement allowed the
Trust for Public Land-California, property-owner
campaign organizers to focus on fundraising while
Jeff Bermant, and many others. Jeff Bermant
SBF handled the administrative aspects of receiving
donated the land to Santa Barbara County. Today
and processing donations.
all 300 acres are available for our community to
“I am forever grateful for the access and
enjoy for free.
responsiveness we received from the Foundation because we knew that if this was going to be successful, we needed SBF as our fiscal sponsor to provide that credibility and those community connections,” said Weiss. “It was definitely a critical partnership and I’m thankful to Jackie Carrera and the SBF team.” Local philanthropists, foundations, and anonymous donors chipped in millions. Community banks and individuals provided loans. Students held bake sales benefiting the cause, while community members raised awareness and money on social media. Local businesses hosted fundraisers and donated a share of their proceeds – it was truly a community-wide effort of the highest magnitude. The campaign reached its critical $18.6 million milestone to purchase the land in June 2021, made possible by the generous contributions of cash, pledges, and bridge loans from over 5,500 community members.
12
|
SANTA BARBARA FOUNDATION
5500
donations
$18
million
90 days
“ Preserving, protecting, and providing access to the public land for future generations is essential. The community has been working together to keep this open space. I am glad that we can join the community in support of these efforts as state representatives.” STATE SENATOR MONIQUE LIMÓN (far left), alongside STATE ASSEMBLY MEMBER STEVE BENNET (far right)
On October 20, 2021, thanks to the efforts of our State Assemblymember Steve Bennett and State Senator Monique Limón, the Foothills Forever campaign was awarded a $3 million check from the State of California towards the preservation of the San Marcos Foothills open space. This critical funding will be used to help retire the outstanding loans and bring the campaign closer to completion, including setting up a $1 million permanent endowment to help protect and steward the land in perpetuity.
2021 ANNUAL REPORT
|
13
Select Stories of Our Work Veterans Support For veterans and their families, it is no secret that finding support services can be a confusing and daunting ordeal. But why? What are the barriers to support services and how can they be addressed? Six years ago, Kathy Simas, then North County Director at the Santa Barbara Foundation, asked these questions. “We knew early on that data and creating evidence-based strategies would result in healthier, better integrated, and more civicallyengaged veterans,” said Simas. “The assessment clearly identified the overwhelming need to connect our veteran community service providers in efforts to provide more leverage for funding and wrap-around services.” The resulting Santa Barbara Veterans Needs Assessment, done in partnership with Nancy Berglass, Project Consultant and Senior Fellow at the Center for New American Security, serves as a baseline for assessing how veterans are faring in our region and identifying what services are available and accessible to them. The study made clear that better communication and collaboration between the many public, private, and nonprofit organizations serving
veterans throughout the county was necessary. As a result of these findings, the Santa Barbara Foundation invested in the building of a capacity hub to advance the objectives from the needs assessment. Formally launching in June 2021, the Santa Barbara County Veterans Collaborative, a 501c3 nonprofit in formation with a collective impact model, serves as a forum to foster greater communication and build collaborative relationships among public and private veteranserving organizations. The group’s goal is to develop integrated and informed services and resources that improve the wellness of veterans and their families throughout Santa Barbara County in monthly convenings. A volunteer Board has been formed and is being led by Board President Marcee Davis, who is a veteran of the Navy. “As a Navy veteran and native Californian, born and raised in Ojai, California, I am passionate about advocating for veterans and have spent my life after service researching and learning new ways to engage, communicate, and affect positive change for this diverse population.” Other Board Members include Michael St. Denis, Retired Lt. Col. Alvin A Salge, Victor Virgen, Joe Fletcher, Ben Johnson, and Soledad Kennedy. With leadership from the Board, the collaboration brings organizations together to leverage their strengths to achieve social change in a structured way. It serves as a monthly convener of participating cross-sector organizations and gathers many of the same stakeholders in working groups to develop strategies that address issues relevant to local veterans. “A collaborative that can identify gaps and needs, address services, and connect providers is a dream,” said Steve Lavagnino, Santa Barbara County Fifth District Supervisor, at the June launch. “What I see in this collaborative is a social safety net to protect and uplift our veterans. A huge thank you to this collaborative and the service providers.”
14
|
SANTA BARBARA FOUNDATION
A special thank you to the donors who made the Santa Barbara County Veterans Collaborative. Donors include – Steve Lavagnino, Fifth District Supervisor, County of Santa Barbara Das Williams, First District Supervisor, County of Santa Barbara Highland Santa Barbara Foundation Inc. James S. Bower Foundation June G. Outhwaite Foundation
Steve Lavagnino, Fifth District Supervisor, County of Santa Barbara
Kirby Foundation in honor of Bob Kirby Lompoc Record Santa Barbara Foundation Santa Maria Times Santa Ynez Valley News Mrs. Margaret Waller
2021 ANNUAL REPORT
|
15
Select Stories of Our Work Providing Gateways for Our Youth As SBF works to share language and culture in Santa Barbara County, we want to note that in the African American/Black community some individuals identify as one, the other, or both. In this article, we will use both to properly represent this community.
allow Gateway to bring 20 African American/ Black students into the program during the 2020-2021 academic year. “We are thrilled to fund the work of Gateway,” shared Petra Gomez, Program Manager at the Santa Barbara Foundation. “Connie and Audrey are doing impactful work in our community and their successes with students, commitment, and passion are evident. Their work is much needed for our community in Lompoc, for the families and students. It’s an investment that is changing children’s trajectory in life.”
Established in 2009 by Co-Executive Directors and Co-Founders Audrey Gamble and Connie Alexander, Gateway Educational Services has provided programs including assessmentbased reading and math intervention, college readiness programs, and academic summer camps. But Gateway is more than just a program for students. It engages the parents, and builds close relationships with families that often span a student’s academic career. “We have a [high school] senior who came to us in third grade. They wanted to hold her back because she was so far under that the graph looked upside down, but within eight months’ time, we had her performing at above average,” shared Alexander. “Now she’s a senior in high school and we are assisting her in applying for college and being accepted. We made that promise to her as a third-grade girl. That’s the kind of partnership we focus on in terms of working with families. When we talk about Gateway families, that is what we mean.” Today, there are 64 students (and their families) in the Gateway program throughout Santa Barbara County, and they are preparing to take on more. Gamble and Alexander are expanding Gateway services in Lompoc with support from a $35,000 grant from the Santa Barbara Foundation, in partnership with the Clifford and Bernadette Silliman Family Trust. This grant will 16
|
SANTA BARBARA FOUNDATION
Audrey Gamble (left) and Connie Alexander (right), Co-Founders and Co-Executive Directors of Gateway Educational Services
Lompoc Unified School District (LUSD) has the highest percentage of African American/ Black students in Santa Barbara County. At the same time, according to the California Assessment of Student Performance and Progress, the average school performance of Lompoc students, and particularly Lompoc students of color, is significantly lower than that of students in surrounding districts. The funding level for Lompoc is also lower than neighboring districts. The closure of schools due to COVID-19 is expected to result in a widening of the achievement gap. Gateway plans to change academic outcomes and create a clear pathway to college for Lompoc students by providing early outreach and mentorship from tutors who are first-generation
people of color (African American/Black and Latinx). Gateway will engage parents and provide valuable workshops that include Free Application for Federal Student Aid (FAFSA) and other grant and scholarship opportunities, A-G requirements (high school courses required by UC and California State universities), and story sharing/ student panels. Gateway is also partnering with the Lompoc Unified School District. “Lompoc Unified’s focus is on student achievement and helping students reach their potential,” said Bree Valla, Deputy Superintendent at LUSD. “By partnering with Gateway Educational Service, we can not only ensure that all students are successful and get individualized support, but can also provide parents with tools so they too can assist their children. We are excited to partner to provide more opportunities for our students and families.” By taking a holistic approach that embraces children early in their academic career, and engages parents, schools, and the wider community, Gateway has been changing the futures of youth across the county. “We want to change the trajectory of families, and we have throughout Santa Barbara. And now we get to do that in Lompoc,” said Alexander.
SBF Supports Our Scholars Santa Barbara Foundation in partnership with the Scholarship Foundation of Santa Barbara has provided over $930,000 in scholarships in 2021. Through over 40 Fleischmann (South County), Floro (North County), and Spaulding (top scholar) awards, it is our goal to provide opportunities for our scholars to succeed personally and professionally.
2021 ANNUAL REPORT
|
17
Our Collective Impact 2021 SBF Grantees Through the Foundation’s discretionary dollars, we are able to provide support for organizations that work with our more vulnerable populations and working families. We are grateful to our 2021 grantees who work so hard in our communities across Santa Barbara County. Health Care
Food
CommUnify
Abilities For Kids, Inc.
Center for Urban Agriculture at Fairview Gardens
Community Arts Music Association of Santa Barbara
Cuyama Valley Family Resource Center
Community Environmental Council Inc.
Children and Family Resource Services Doctors Without Walls - Santa Barbara Street Medicine
Foodbank of Santa Barbara County
Cornerstone House of Santa Barbara Inc.
Interfaith Initiative of Santa Barbara Showers of Blessing
Santa Ynez Valley Fruit and Vegetable Rescue
County of Santa Barbara Arts Fund
Sarah House Santa Barbara
Santa Ynez Valley People Helping People
Court Appointed Special Advocates of Santa Barbara County
Hillside House
Santa Ynez Valley Senior Citizens Foundation
Domestic Violence Solutions for Santa Barbara County
Unity Shoppe, Inc.
Economic Alliance Foundation
Santa Barbara Neighborhood Clinics
Food From The Heart
Endowment for Youth Committee
Sansum Diabetes Research Institute
Pilgrim Terrace Cooperative Homes
Equalitech
Planned Parenthood California Central Coast
SLO Noor Foundation
Shelter & Safety
Families Act
Behavioral Health
Channel Islands YMCA
The Foundation for Santa Barbara City College
AHA! Attitude. Harmony. Achievement.
Dignity Moves
Ganna Walska Lotusland
Casa Serena
Domestic Violence Solutions for Santa Barbara County
Gateway Educational Services
Casa Pacifica Centers for Children and Families
Good Samaritan Shelter, Inc
Girls Incorporated of Greater Santa Barbara
Child Abuse Listening Mediation
New Beginnings Counseling Center
Girls Rock
Center for Successful Aging
People Assisting the Homeless
Healing Justice SB (Fiscal Agent: SBF)
Community Counseling and Education Center
Salvation Army - Santa Barbara Corp
Hillside House
Santa Barbara Rescue Mission
Community Health Centers of the Central Coast, Inc.
Hospice of Santa Barbara Inc.
The Turner Foundation
KinderKirk Preschool and Daycare Center (Carpinteria Community Church)
Council on Alcoholism & Drug Abuse Family Service Agency of Santa Barbara County Fighting Back Santa Maria Valley Hospice of Santa Barbara Inc. Mental Wellness Center The Pacific Pride Foundation, Inc. Regents of the University of California, Santa Barbara – The Healing Center Standing Together to End Sexual Assault Santa Barbara Response Network Sanctuary Centers of Santa Barbara Inc. Transitions-Mental Health Association YouthWell
Transition House Unitarian Society of Santa Barbara Villa Majella of Santa Barbara Small Capacity Building Grant Program 4 Kids 2 Kids, Inc.
Legal Aid Foundation of Santa Barbara County Lompoc School District Community Education Foundation (Fiscal agent for Lompoc Unified School District)
Abilities for Kids, Inc
Lompoc Valley Community Healthcare Organization, Inc.
AHA! Attitude. Harmony. Achievement.
Mountain Ember Team
Apples to Zucchini Cooking School
Oaks Parent Child Workshop
Artspace Inc
Orcutt Area Seniors in Service, Inc.
Casa Serena, Inc.
Orcutt Children’s Art Foundation
Center for Urban Agriculture at Fairview Gardens
Organic Soup Kitchen
Channel Islands YMCA Office Child Abuse Listening Mediation, Inc (CALM)
Pacific Pride Foundation People’s Self-Help Housing Corporation Rooted Santa Barbara (Fiscal Agent: SBF) Sansum Diabetes Research Institute
18
|
SANTA BARBARA FOUNDATION
Santa Barbara Bicycle Coalition
Girls Inc. of Greater Santa Barbara
Santa Barbara Community Youth Performing Arts Center aka The Marjorie Luke Theatre
Isla Vista Youth Projects
Santa Barbara County Immigration Legal Defense Center Santa Barbara Dance Institute Santa Barbara Education Foundation Santa Barbara Family Care Center Santa Barbara Historical Museum Santa Barbara Maritime Museum
St. Vincent’s Carpinteria Children’s Project Santa Barbara Education Foundation (Santa Barbara Unified School District)
Transition House
Lobero Theatre Foundation
Santa Barbara Response Network
Regents of the University of California, Santa Barbara
Carpinteria Children’s Project
Saint Mark United Methodist Church Santa Barbara County Child Care Planning Council
Santa Ynez Valley Senior Citizens Foundation
Santa Maria Valley YMCA
Santa Ynez Valley Therapeutic Riding Program
Storyteller Children’s Center, Inc.
Star Jasmine Music Foundation
Conservation, Environment, and Public Trails
St. Vincent’s
St. Vincent’s
California Association of Resource Conservation Districts
The Thriving Initiative
Community Environmental Council, Inc.
USGBC-C4 California Central Coast Chapter
Los Padres Forest Association
Villa Majella of Santa Barbara VNA Health Foundation
Everybody Dance Now Flamenco Santa Barbara (dba A COMPAS)
Isla Vista Youth Projects, Inc.
Storyteller Children’s Center, Inc.
Ensemble Theatre Company Flamenco Arts Festival
Santa Barbara Museum of Natural History
Santa Ynez Valley Senior Advisory Council
The Foundation for Santa Barbara City College
Storyteller Children’s Center, Inc.
Child Care
San Marcos Parent Child Academy
DramaDogs
St. Mary of the Assumption Preschool
Santa Barbara Mountain Bike Trail Volunteers (DBA: Sage Trail Alliance)
Santa Barbara Young Black Professionals
Cultural and Creative Arts Center of the Santa Maria Valley
Montecito Trails Foundation, Inc. People for Leisure and Youth, Inc.
Nebula Dance Lab Opera Santa Barbara Orcutt Children’s Art Foundation, Inc. Out of the Box Theatre Company, Inc. Santa Barbara Community Youth Performing Arts Center aka The Marjorie Luke Theatre The Santa Barbara Choral Society Santa Barbara Dance Institute Santa Barbara Education Foundation Santa Barbara Festival Ballet Santa Barbara Revels Inc. Santa Barbara Strings Santa Barbara Symphony Orchestra Association Santa Maria Philharmonic Society Santa Ynez Valley Chorale Solvang School Arts & Music Foundation - Broken Clock Vinegar Works
White Buffalo Land Trust
Santa Barbara Mountain Bike Trail Volunteers Inc. (dba Sage Trail Alliance)
St. Marks-in-the-Valley
Wilding Museum
Santa Barbara Bucket Brigade
State Street Ballet
Workforce Housing
Santa Barbara County Trails Council
UCSB Foundation
2nd Story Associates - Housing Authority of the City of Santa Barbara
Santa Ynez Valley Botanic Garden Foundation
Vida Flamenca
Housing Trust Fund of Santa Barbara County
Your Children’s Trees
Tri-Counties Blood Bank
Towbes Fund for the Performing Arts
Marian Regional Medical Center Foundation
Workforce Development
Adelfos Ensemble
Allan Hancock College Foundation (Community Navigator Program)
Allan Hancock College Auxiliary Programs Corporation
Allan Hancock College Foundation (Adult Ambassador)
American Dance and Music, Inc.
Prontopia Santa Barbara Partners in Education William and Lottie Daniel Fund Child Care Scholarships Channel Islands YMCA Hope 4 Kids Early Learning Center Girls Inc. of Carpinteria
Arts Mentorship Program, Inc. Arts Outreach Artspace INC Boxtales Theatre Company
Star Jasmine Music Foundation
Regents of the University, Santa Barbara Santa Barbara Cottage Hospital Foundation Scholarship Foundation of Santa Barbara Pacific Pride Foundation Planned Parenthood California Central Coast
Camerata Pacifica Carpinteria Community Theatre Inc. Community Arts Music Association of Santa Barbara (CAMA)
2021 ANNUAL REPORT
|
19
Our Collective Impact Donors, Fundholders, Agency Endowments, Field of Interest Funds, Fiscal Sponsorships, and Supporting Organizations Thank you to our donors who believe in pooling our collective resources for our community and have made gifts to one of SBF’s discretionary funds. We are grateful for these contributions, as they allow SBF to effectively address Santa Barbara County’s toughest challenges and meet critical needs with flexible, relevant support. Thank you for your gifts that help make a difference in our community. Community Champions are in bold. * Deceased Pamela Gann and David Hardee
Randall Day and Bill Hurbaugh
Hutton Parker Foundation
Howard and Nancy Gilmore
Jeffrey and Anne Donahue
Lindsey Duca
Nancy Gunzberg
Wood-Claeyssens Foundation
Benjamin and Ruth Hammett
$100,000+ Highland Santa Barbara Foundation, Inc.
$25,000-$99,999 Pierce Dunn and Barbara Hoyt
G.A. Fowler Family Foundation
Stephen and Dee Jones Randy and Whitney Kopf
City of Goleta
Bob and Lynn Nakasone, Nakasone Family Foundation
John and Janet Kruger
Gretchen and Jack Norqual
Manitou Foundation
Susan and Tom Richards
John Lewis and Carrie Towbes Sandy* and Heloise Power Carl Rossi
Ashley Parker Snider
Ginger Salazar and Brett Matthews Janis Salin
Stephanie and Fred Shuman Family Foundation
Gary Simpson
Dale Zurawski and Geoff Slaff
Grace Thomas
$10,000-$24,999 American Online Giving Foundation Anonymous
Timothy and Hollister Armour Mr. and Mrs. Edward P. Bousa
William Burke and Nancy Bell Coe Stephanie and John Connaughton Elaine F. Stepanek Foundation Restaurant Fund Robert and Beverly Gowing Ken and Francie Jewesson
Shirley and Seymour Lehrer The Murphy Foundation The Nevira Family Fund
Russell and Sharon Rumberger Santa Barbara Association of Realtors Maryan Schall Sandy Schoolfield and Jon Kechejian Ken and Jo Saxon Dana White
$5,000-$9,9999 Aspen Community Foundation Marilynn Brewer
Linda Stafford Burrows Catherine Cavaletto Adam Feild
20
|
SANTA BARBARA FOUNDATION
Tracy and Bruce Stouffer Lacey and John Williams Laura and Geofrey Wyatt $1,000-$4,999 Diane and Kieran Adam
Albert and Bessie Warner Fund David and Sonia Alexander Cindy and Phil Alvarado
David and Lyn Anderson
Ann Jackson Family Foundation
Gunther and Mary Jane Baumgartner Donald and Susan Bennett Merryl Brown
Patty and Bob Bryant Kathleen Burt
Louise Campbell
Charter Brokerage & Investment Company
Elizabeth Denison
Mil and Bill Duncan
Katherine and Thomas Dunlap Lucinda Enderby
Donald and Carole Eversoll Ken Falstrom
Vasanti and Joel Fithian
Dennis Forster and Cynder Sinclair Bunny Freidus Judy Frost
Geoffrey and Roxanne Gaggs John Gainor
Paul Gawronik
George Isaac Foundation
Mitch Glanz and Gayle Abramson Martin Gore
Gary and Susan Gulbransen
Jane and Norm Habermann
Cathy Hagen Pepe and Steve Pepe Bob and Vicki Hazard
Dana and Richard Healy Lee Heller
Diane Hester Glen A. Holden Kim Hunter
Jackie Inskeep
Angel and Lisa Iscovich W. Blake Jamison John Koelsch
Donald Logan
Pamela and Daniel Macal
Thad and Laurie MacMillan
Chicago Title
Pam Maines
David and Jackie Carrera
Robert and Elizabeth Manger
Anne-Marie and Grant Castleberg
Nancy and Michael Martz
Nancy and Mark Cohen
Lucille Mayer
Richard Dallett
Tracy McGregor
John Carbon and Louise Clarke
Judd Malkin
Claude and Susan Case
Gertrude Marsi
Alec and Cindy Chambers
Kenneth and Carol Masuda
Marni and Michael Cooney
McCune Foundation
Gwen and Roger Dawson
Danna McGrew and John Britton
Karen McKernan
Ronald Abeles
Mary Lucile Debolt
Richard and Beverly Abrams
Ernest and Joan DeGasparis
Brett Alldredge
Celine Delpoux
Lynn and Joel Altschul
Russell Denea and Louise Harris
Antonio Alvarez
Michael and Kristen Desmond
Marian Amsbaugh
Steven and Jacqueline Dettmann
Barbara Andersen
Shirley Dettmann
David and Nancy Babbott
Cameron DeVries
Richard Banks
Thomas Doehrman
Edward Barrier
Elisabeth Douglass
Jen and Eddie Murray
Diane Baskin
David and Ann Dwelley
MUFG Union Bank Community Recovery Program
Robert and Esther Baum
Amr El Abbadi and Janet Head
Frank and Cecilia Bellinghiere
Edward & Sons Trading Company, Inc.
William Below and Hsui-zu Ho
Dan and Caroline Encell
Irwin and Roslyn Bendet
Patrick and Sally Enthoven
Burt and Judith Bernstein
Bill and Karen Evenden
Larry and Jamie Bickford
Lendon and Marlou Everson
Blackbaud
Jeremy Fee
Judy Blankenship
James Fischer
Peggy Blough
Regina Fletcher
Marty and Joseph Blum
Joannette and Donald Fong
David and Alyce Boyd
Richard and Dolores Fortune
Ken and Sandra Boyd
Ann Foxworthy Lewellen
Shirley Boydstun
Elaine Frankowski
Maggie and Gary Bradley
James Frew
Lester Breeze
Dennis and Setsuko Furuike
Paul and Deborah Broeker
Betty Fussell
Laura Buff
Muriel Gade
Roger and Sandra Bunch
Tish Gainey and Charles Roehm
Douglas and Rachel Burbank
Gap Inc.
John and Sue Burk
David Gersh
Bill Burtness
Amy Girling
Thomas Bush and Grace Sanchez
Kate and Richard Godfrey
Randy and Jan Campbell
The Godley Family Trust
Inga Canfield
Barbara Godley
Lois Capps
Tracy Goegebuer
Betsy Carlson
Annette Goena
Bob and Judith Carpenter
Lauren Gonzales
Marianne and Fred Caston
Diane Graham
Pamela and David Caswell
Geoff Grow
Maria Caudillo
Owen and Laurie Guitteau
Elaine and Jose Ceja
Suzanne and Frank Hajnik
David and Chris Chernof
Larry and Marilyn Hansen
Valarie Cherot
Stan and Betty Hatch
Charles and Diane Chester
Mark Hauser and Elizabeth Toro
Richard and June Christensen
Mary Ann Helman
Barbara and Bill Cirone
Lisa Hill
Paul and Tina Collins
Thomas and Jody Holehouse
Community Foundation of New Jersey
Taylor Hollman
Joseph and Margaret Connell
Robert Holloway
Linda and Mike Cordero
Eileen Holloway*
Charles Corson
Alice Homan
Lisa Couch
Cody Howen
Craviotto Brothers Enterprises #1
Margaret Hubbard
Jim Craviotto
Frank and Daniele Huerta
Nancy Crouse
Arthur Hunot
George and Nancy Curry
Robert and Melody Hunt
Dark Horse Trucking,INC.
Edward Huntington
Joan Davidson
Craig Huseth
Andrew and Adrianne Davis
Kristen Jacoby and Nicole Clark
Mark and Laurie McKinley Zachary Miller
Judy and Charles Markline
Warren and Marlene Miller Chris and Mireille Mills
Janet and Paul Mocker
Craig and Denise Montell Jeff Moody
Mary and Jim Morouse
Ron and Mary Nanning
Dave Nelson and Linda Burns Gary and Anna Nett Network for Good Lisa Nordquist
Tom and Ellen Orlando Beth Ortega
Ernesto Paredes Lanette Perry
Michael and Aleisa Pfau
Pickle & Peanut Restaurants, Inc. R. W. Zant Co.
Reicker, Pfau, Pyle & McRoy LLP John and Muriel Ridland John and Judy Ritchie Karen Roberts Mary and John Romo Matt and Natalie Rowe
Niki Sandoval and John Gustafsson Sheldon and Alice Sanov
Lynn Sarko and Laurie Ashton
Schwab Charitable Foundation
Peter Schuyler and Lisa Stratton Missy and Chuck Sheldon
Eileen Sheridan and Roger Wilde Trudy Smith
Mary and James Spallino Martin Stevenson Nancy Stewart Linda Tedsen
Robert Torian and Carol Sawyer Towbes Foundation Anne Towbes
Underwood Family Charitable Foundation Inge Uphoff Nicholas and Patricia Weber Lynda Whitley
Anne Widmark
James and Barbara Wilson Phil and Carolyn Wyatt
Michael and Joanne Young
Jules Zimmer and Carolyn Cogan
Zohar Ziv, Ziv Family Charitable Fund The Lucky Fund $1-$999
Duncan and Meredith Abbott Lois Abbott-Jacobs
2021 ANNUAL REPORT
|
21
Marie Jaeger
Roger Nisbet
Bror Saxberg
Dow Jarvis
Mead and Elizabeth Northrop
Faye Scheff
Jettie M. Edwards Revocable Trust
Raymond and Edith Ogella
Christiane Schlumberger and Tony Allina
Jessica Jobaris
Lori O’Hara
Patricia Schwartz
Sandra and Gary Johnson
Kathleen O’Leary
Kay Sellers
Mary Johnson
Michael Orlosky
Sempra Energy
Stewart and Jeanne Johnston
Robert and Terri Jo Ortega
Samantha Sennett
Donna Jones
Beatrice Oshika
Harriet Sharp
Colin and Joan Jones
Mrs. Charles R. Otey
Karen Siegel
Tong Ju
Claire and Gerald Parent
Ellen and Harvey Silverberg
Jack Kaplowitz
Glendon and Laura-Lee Parks
Christine Silverstein
Wilhelm Kapp
Laurence Pearson and Carol Hawkins
Maida and Duffy Smith
Janice Keller
Steven Phillips and Jennifer Frazer
Prudence Squier
Kalai Kennedy
Marnie and Steve Pinsker
Sudi Staub
The Key Class Fund
Colin Pollock
Ann Steinmetz
Jordan Killebrew and York Shingle
Abe Powell
Violet Stepan
Anne Kratz
Craig Prestenbach
Frank and Kay Stevens
Armand Kuris and Bari Ramoy
Esther Prieto-Chavez
Barbara Steveson
James and Elinor Langer
Tim Pritchard and Katya Armistead
Heidi Stilwell
Van Latham
David and Roseanne Rapoza
Cynthia and Michael Stohl
Leana LeLevier-Joseph
Madhusudhana Reddy
Gordon Stoppel
The Leck Sisterhood Fund
Dwight Reynolds
Anthony and Angela Stornetta
Stella Lemper-Tabatsky
Ted Rhodes and Joan Pascal
Seth Streeter
Edwin and Marcia Lenvik
Donald and Alita Rhodes
Carl and Nola Stucky
Ilan and Barbara Levi
Robin Riblet and John Brennand
James and Peggy Swartchild
Lori Lewis
Judith Ricker
David and Gail Teton-Landis
Andrea and Fritz Light
Todd Riddiough
April Thede
Sheila Lodge
John and Toby Riedinger
Thomas and Joy Thornton
Nancy Lonshein
Pamela and George Risher
Gregory and Christine Thorpe
Carrie and Eric Lundquist
Thorn and Linda Robertson
Robin and Bruce Tiffney
John and Sally Mandle
Kathleen Robledo
Alani Tong
Cynthia Manzer
Shirley and Kilburn Roby
Karen Trapp
William and Carole Marks
Chris Roderick
Deanna Vallejo
Samuel and Constance Marquez
Pamela Romani
Bill and Julie Villa
Joe and Amy Mathews
Burt Romotsky
Daniel and Danielle Villalpando
Judith Matson
Gil Rosas
D.H. Von Wittenburg
Russel Mayerfeld
Mary Rose and Frank Artusio
Evie and Matt Walla
McAvoy + Co, CPA
Muriel Ross
Katherine Wallace
Brian and Gisele McDermott
Allan Saddi
Gene and Debbie Waller
Jennifer McGovern
John and Cynthia Sanger
Marianne Wampler
Bob and Lindy McLean
Diane Sassen
Sam Waterstone
Robert McNall Joni and Paul Meisel David Meldrum-Taylor and Barbara Robertson Arthur and Carolyn Merovick
The Elaine F. Stepanek Foundation Restaurant Fund,
Samantha Miley
a Committee Advised Fund at SBF, provided financial
Janet Millar Thomas and Steffnie Molley
assistance grants to small, independently owned, dine-
Robert Monk
in restaurants in the City of Santa Barbara and the Santa
Susan Montpas Robert Moore Helga and David Morris Roger and Almeda Morrison Tim Murphy
Ynez Valley (including Los Alamos) to support the basic needs of these businesses to continue operations in the short term while they suffered from the effects of
Dennis and Carolyn Naiman
COVID-19. In 2021, this fund provided $500,000 to 71
Brittany Napier
restaurants — 51 in Santa Barbara, 17 in Santa Ynez Valley,
National Philanthropic Trust Susan and Max Neufeldt Elizabeth Newman-Smith
22
|
SANTA BARBARA FOUNDATION
and 3 in Los Alamos.
Paul and Cheryl Weakliem Jinny Webber Alan Weiss and Cheryl Smith Lori Weitz
Rotary Club of Santa Barbara Sunrise Charitable Foundation
The Brooktree Fund
Santa Barbara Bucket Brigade - MNTN Maintenance Fund
Burnham Family Fund
Browne Family Fund Campbell Family Fund
Nicholas Wheeler
Santa Barbara Choral Society Endowment Fund
Cheryl Widders
Santa Barbara Choral Society
Carolyn and Liam Murphy Family Fund
Robert and Carolyn Williams
Carrera Family Fund
Judy Willis
Santa Barbara Courthouse Legacy Foundation
Mrs. Irwin Winer
Santa Barbara Education Foundation Fund
Case Family Charitable Fund
Julie Wright
Santa Barbara Humane Society Endowment Fund
Cathy Carter Duncan Fund
Santa Barbara Meals on Wheels, Inc. Endowment Fund
Chirman Family Fund
David Yager Donald and Caroline Young Todd Yuba
Carlin Dunne Foundation
Carter Fund
Chaparral Fund
Santa Barbara Vintners’ Fund
Cielito Fund
Santa Maria Boys & Girls Club Foundation Endowment Fund
Clarity Ventures Charitable Fund Cleo and Sol Hill Fund
Santa Maria Breakfast Rotary Foundation
Cody Duncan Fund
Santa Maria Valley YMCA Foundation Fund
Connor O’Keefe Fund
Agency Endowments
Santa Maria Valley YMCA Fund - GenSpan
Cox Charities Foundation
Angels Foster Care of Santa Barbara Fund
Santa Ynez Valley Humane Society Endowment Fund
The CWP Fund
Smooth Inc.
Dee and Steve Jones Fund
Kenneth and Roberta Ziegler Donald and Eleanor Ziehl
Funds at SBF
Buellton Library Endowment Carpinteria Rotary Charitable Foundation Charlotte’s Web Children’s Library Endowment CSSA Endowment Fund Domestic Violence Solutions Fund Faith Lutheran Church Endowment Fund Foodbank SBC Fund Friends of Los Banos Del Mar Pool Friends of the Orcutt Library General Libraries Endowment Girls Incorporated of Carpinteria Endowment Fund Goleta Lions Charities Fund Good Samaritan Good Samaritan Shelter Endowment Fund Grants Fund of the Santa Maria Arts Council
SMYMCA Social Justice Fund for Ventura County Fund Storyteller’s Managed Equity Portfolio Fund Student Art Fund SYVTRP Endowment Therapy Dogs of Santa Barbara Unity of Santa Barbara Endowment Fund Unity Shoppe Endowment Fund Village Library Endowment VTC Enterprises Charitable Fund Wildling Museum Endowment Women’s Fund of Santa Barbara Donor Advised Funds
A.A. Alexander Fund
Guadalupe-Nipomo Dunes Center Endowment Fund
Ackerman Family Fund
The Hancock Promise Endowment
Aera Energy Fund
Ian M. Hassett Foundation Jim Stanley Memorial Endowment Legacy Fund of St. Andrew’s Episcopal Church of Ojai Lions Sight and Hearing Center Lobero Theatre Endowment Fund Lompoc Library Endowment Meals on Wheels-Santa Maria Valley Montecito Retirement Association Morning Rotary of Carpinteria Charitable Foundation, Inc.
Adams Family Fund Ainsley Family Fund Aizenstat/Hansen Family Fund Anapamu Fund Animal Rescue Fund of Santa Barbara Ann C. Self Fund Anonymous-The Ladeno Group LLC AOK Fund Artemisia Fund Barbara and Ernest Marx Fund Barbara Bradley Fund
New Directions Endowment
Barbara Delaune Warren Fund
Northern Santa Barbara County United Way Endowment Fund
Barbara Kessel Fund Barry and Norris Goss Fund
Orcutt Children’s Arts Foundation, Inc. Endowment
The Beatrice B. Hamlin
Partners in Education/Computers for Families Fund
Betty Bennet Gordon Fund
Peggy Bergmann PYFC Endowment Fund People for Leisure and Youth Fund Pilgrim Terrace Co-Op Homes
Benham Family Fund Blythewood Family Trust Fund Brad N. Baker and Sharlene Shipman Baker Fund Brasch and Nanning Family Fund
Deborah & Ken Pontifex Fund Dellanina Family Trust Fund Demboski & Chapman Financial and Insurance Solutions Fund Derek Duncan Fund Diane and Don Jackson Fund Diane and Kieran Adam Fund Diane Hester and Ray Hester Fund Don and Susan Bennett Family Fund Dorothea B. Hawes Family Fund Dr. Howard R. Bierman and Anthony (Andy) Granatelli Fund Dr. Peter L. Morris Endowed Fund Duca Project 44 SBF Dunn Family Fund Dusenberry Fiedel Family Fund Ed Graper Fund Education, Youth and Community Fund Erik Gregersen Family Fund Eryn Shugart ESPERANZA: Prof. Antonio R. & Margarita O. Molina Charitable Fund Eternal Investments Fund The Eusey/Deal Fund Evenden Family Fund The Fess Parker Family Fund Figueroa Fund Forrest and Priscilla Mori Fund Fox Family Fund Frank and Joseph Gila Fund Gainey Family Fund Garland & Brenda Reiter Family Foundation Fund Gary and Susan Miles Gulbransen Family Fund Gertman Family Fund Gilliriemaland Foundation Glen Henry Mitchel Grateful Adam Fund Gretchen and Marshall Milligan Fund Griffin Saxon Fund
2021 ANNUAL REPORT
|
23
Grunzweig Family Fund
Michael and Nancy Martz Fund
Sheldon Charitable Fund
Gwen Taylor Dawson Fund
Michael Towbes Fund
Shepard Family Trust
Haight Family Fund
Michael Towbes Fund SRI
Sherwin Family Fund
Hilary Peattie Fund
Michelle Falvey Memorial Fund
Silvio D. DiLoreto Fund
Himovitz Family Fund
Mitchel Family Fund
Skinner Family Fund
Honikman Family Fund
MKCE Sheldon Family Fund
Skinner Social Impact Fund
Hope Saxon Fund
Moody Family Fund
Houghton and Benjamin Hyatt Family Fund
Morouse Family Fund
SOCKES (Student Opportunity for Catholic Knowledge and Education Scholarship) Fund
Howard and Nancy Mel Fund
Mr. & Mrs. Robert P. Gowing Fund
Hugh J. Ralston Charitable Fund Ilan M. and Barbara G. Levi Fund Jack and Gretchen Norqual Foundation Jacqueline & Adrien Abbud James M. & Marian F. Slater Jannotta Family Fund Jason & Priscilla Gaines Family Foundation Jerry & Jackie Inskeep Fund The Jim Ryerson Environmental Foundation Fund
The Moseley Family Fund Mr. and Mrs. Kenneth R. Ziegler Fund Mr. and Mrs. William H. Kistler Fund Mr. James R. Warren Fund Mr. John DeGroot Fund Mr. Larry Schnur Fund Mr. Palmer G. Jackson, Jr. Fund Mrs. Carolyn D. Thresher Fund Mrs. Mary Louise Gee Fund Nancy Even and Joel Ohlgren Fund Nancy Gunzberg Fund
JMK Fund
Natalie Orfalea Foundation
Joan and Roger Craton Donor Advised Fund
Nicholas and Patricia Weber Fund
Joel F. & Alice Bliss Studebaker Fund
Nina C. Vegari Family Fund
John A. Moseley Fund
Patricia M. Gainey (Tish Gainey) Fund
Judith Stapelmann Fund
Paul & Mary Genis Fund
Judy & Frank Ghezzi Fund
Peter & Linda Beuret Fund
Judy and Leon Bartholomew Family Fund
Peter Karoff Endowment for Poetry in Santa Barbara
Julie L. Capritto Fund
Nick Johnson Memorial Athletic Fund
Katherine Harvey Fellows Endowment Fund
Pittman and Strickfaden Family Fund
Kathryn and Larkin McCormack Fund
Plumer Family Fund
Kay and Chip Marsh Fund
Polly & David Van Horne Fund
Keaney-Wright Fund
Poomer Fund for Anne Smith Towbes
KEF Fund
Posada Family Fund
Ken and Jo Saxon Fund
Power Family Fund
Kent and Lauren Burton, Trustees of K&L Burton Family Trust
Power Lead Trust Fund
Kiefer-Roberts Family Fund Kirby Foundation Fund (in Memory of Bob Kirby) Knowles Family Fund La Centra-Sumerlin DAF Let There Be Light Fund Lewis-Towbes Family Fund The Lion and the Rose Fund Loon Point Fund Lucent Wealth Charitable Fund Lucille E. Mayer Fund Lucky Fund Lynn Gamble and Glenn Russell Family Fund MacMurray Family Fund Margaret L. Rhodes Fund Margaret Waller Fund Marjorie Kenyon 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
24
|
SANTA BARBARA FOUNDATION
Play It Forward Fund
Priscilla and Daniel Ng Family Fund The Randolph and Patricia Scott Family\ Fund The RBK Fund Rieffel Charitable Fund Rio’s Promise Fund Robert Duncan Economics/History Fund Robert H. and Inge M. Uphoff Fund The Robert & Linda Badal Charitable Fund Robin Hill Cederlof Fund Roehrig Family Fund Romo Family Fund Rosalyn Thelma Lourean Cliff Real Tender Loving Care Rowland Family Fund Ryan & Sarah Muzzy Family Fund Ryan Taylor College Readiness Fund Saggy Ave Santa Barbara Associates Fund Save Your Stuff Humanitarian Fund Scalapino Family Fund Schlosser Family Fund Schoolfield/Kechejian Family Fund SFT Charitable Fund
Sonos Foundation Starfish Housing Committee Fund Stephen M. & Patricia D. Hicks Fund Sternin Family Fund Steve and Cindy Lyons Fund Steve and Suzanne Weintraub Fund Steven L. Karan Fund Swan Creek Fund Sycamore Fund Ted Rhodes and Joan Pascal Fund Terry and Sally Eagle Fund Thomas Paine Fund Tim and Louise Casey Family Fund Timothy K. and Virginia A. Bliss Fund Tisha Weber Ford Family Fund Topworks Vista Fund Walker Family Fund Walter J. and Holly O. Thomson Fund The Wang Fund Weller Charitable Fund Wilde/Sheridan Fund Willfong-Singh Family Fund William P Neil Fund Yzurdiaga Family Fund Zannon Family Foundation The Zimmer Fund Zurawski Slaff Family Fund Donor Designated Funds
Alfred and Rosalind Perlman Trust Fund Breitling College Visit Scholarship Fund C. William Schlosser Fund Carpinteria Junior Lifeguards Charles W. & Margaret F. Morrice Fund Christopher Carroll Fund Clifford and Bernadette Silliman Family Trust Computers for Families Fund (SBF) Curletti Family Fund Dr. John LaPuma Eco Medicine and Nature Fund Edward Robert Doty Fund The Endowment for Youth Committee Fund Ethel V. Dieterich Fund F.M. Kauffman Fund Friends of the Orcutt Library Fund Fund for a Better Santa Barbara George and Marlene Riemer Fund for Cottage Hospital George and Marlene Riemer Fund for Hillside House
George and Marlene Riemer Fund for the Santa Barbara Rescue Mission Holderman Endowment for La Patera School Fund John & Peggy Maximus Fund for Music Academy of the West John & Peggy Maximus Fund for Santa Barbara Museum of Art John & Peggy Maximus Fund for Santa Barbara Public Library John & Peggy Maximus Fund for SB Museum of Natural History June and Jim Patrick Foodbank Endowment Fund Lobero Theatre Foundation Operating Endowed Fund
Grace Fisher Foundation Fund
Valley Community Hospital Auxiliary Fund
Gwendolyn M. Floro Fund (for grantmaking)
Vow4Mal
Gwendolyn M. Floro Fund (for scholarships)
Westside Youth Initiative FOI
Harold R. Schwalenberg Memorial Fund Hollis Norris Endowed Fund for Conservation and Environment Isabel Hayden Bartolome Student Loan Fund
Westside Youth Initiative William and Lottie Daniel Childcare Fund William F. Gunnerson Fund Women’s Fund of Santa Barbara Zurawski-Slaff Fund
Jack Perrin Foundation
Fiscal Sponsorships
Jake Gimbel Trust
Academy of Imaginal Arts and Sciences
John & Peggy Maximus Fund for Foster Care Students Fund
Arts and Culture Fund for Santa Barbara County
LEAF-Food System
The Asclepian Foundation of Western Medicine Fund
Maurice L. and Florence Pfeiler Boyd Fund
Lillian B. Smith Student Aid Fund
Mercedes L. Gutierrez Fund
Louise F. Mollath Fund
Preston and Sterling Morton Fund
Madeline Verga Schroll Fund
Rodney C. Bond Electric Education Scholarship Designated Fund
Marianne and Stacy Cocks Endowed Fund
Santa Barbara Flag Project Endowment Fund
Marty Karoff Fund for Social Venture Partners of SB
Santa Barbara Museum of Natural History Endowed Fund
Mary K. and Edith Pillsbury Foundation Fund
SB Choral Society Artist Support Fund
Healing Justice SB
Science Endowment Fund
Max Lynn and Shirley A. Lynn Memorial Fund
Sophia Morton Fund
May Lindgren Fund Mental Wellness Fund for Youth
Hearts Aligned, Inc.
St. Andrew’s Neighborhood Clinic Support Fund Thomas E. Hugunin and Elenore H. Hugunin Endowment Fund
Marianne and Stacy Cocks Fund
Mercedes H. Eichholz Health Services Fund Mercedes H. Eichholz Scholarship Fund
Carpinteria Living Shoreline Festival CBeyondcancer Community Trauma Care Down Syndrome Association of Santa Barbara County Feed the Valley Foothills Forever Fund Gift of Hope The Hearing Loop Fund Hope Ranch Beautification Fund Hope Ranch Community Fund introNetworks/805Connect Fund Julia Child Fund for the Santa Barbara Culinary Experience
William S. Gill Scholarship Fund
Mildred G. Federico Fund
Winona Fund for Community Arts Music Association Fund
The Nancy and David Potter Scholarship Fund
Yvonne Dibblee Donohoe Fund
Norton R. and Maude Ellen Cowden Income Trust Fund
Field of Interest Funds
Ojai Women’s Fund
Magoo’s Shoes
Access Theatre Endowment Fund
Otis M. Williams & Evelyn Freeman Williams Fund
Needs To Foundation One Community Bridge Project
P. Paul and Pauline B. Riparetti Medical Scholarship Fund
OURVOICE
Patricia Sharpsteen Fund
ROOTED Santa Barbara County
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 Business Community Partners Fund Caregivers Innovation Fund Carlin Dunne Foundation FOI The Cleo Purdy Fund for Early Childhood Education & English Language Proficiency Clifford and Bernadette Silliman Family Trust FOI Community Disaster Relief Fund David E. Maccianti Memorial Scholarship Fund Edica Mary Uccello Scholarship Fund Emergency Business Assistance Program Emily Lawrence Newton 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
The Key Class Fund Local Justice Alliance
Pacifica Graduate Institute Fund Santa Barbara Agriculture and Farm Education Foundation Santa Barbara Better Together Economic Development Santa Barbara County Alliance for Arts Education
Santa Barbara Better Together Fund
Santa Barbara County Mask Network
Santa Barbara Boys Choir Scholarship Fund
Santa Ynez Valley Teen Arts SB Poetry
Santa Barbara County Veterans Fund
SBsnap
Santa Barbara Foundation Conservation and Restoration Fund
School Wellness Council
Shalawa Preserve Maintenance Fund
Truth in Recruitment
Sherman and Elizabeth Asche Memorial Scholarship Fund Siefe Family Loan Fund Silvio DiLoreto Scholarship Fund
Energy Partners Fund
Slosser Fund for Nonprofit Collaboration
George H. and Olive J. Griffiths Memorial Scholarship Fund
Social Venture Partners Santa Barbara The Toporeck Family Student Aid Fund
Gilbert V. Hamilton Fund (for seniors)
Towbes Fund for the Performing Arts
Gilbert V. Hamilton Fund (for student aid)
Tri-Counties Blood Bank Field of Interest Fund
Global Neighborhood Fund
Juneteenth Santa Barbara
Sustainablefuture.org Zoomers to Boomers Supporting Organizations
Eric and Kelly Schwartz Charitable Trust Highland Santa Barbara Foundation Inc
2021 ANNUAL REPORT
|
25
Our Collective Impact 2021 Assets, Balance Sheet & Income Statement SBF’s Balance Sheet* Assets
Liabilities & Net Assets
Cash & Equivalents
$
41,399,000
Total Liabilities
$
34,167,000
$
401,860,000
Investments
407,796,000
Net Assets
Receivables
44,894,000
Without Donor Restrictions
Beneficial Interest in Trusts
83,701,000
With Donor Restrictions
Property & Equipment, Net
13,294,000
Total Net Assets
$
557,403,000
Total Liabilities & Net Assets
$
591,570,000
Other Assets Total Assets
155,543,000
486,000 $
591,570,000
SBF’s Income Statement* Without Donor Restrictions
Revenue, Gains & Other Support Contributions
With Donor Restrictions
$
48,129,000
Total Contributions
$
Investment Income
Total
$
1,000
44,728,000
$
$
57,195,000
Total Investment Income
$
Change in Value of Split-Interest Agreements
$
Less: Agency Fundholder Contributions
48,130,000
1,000
$
44,729,000
$
8,703,000
$
65,898,000
54,602,000
$
8,703,000
$
63,305,000
-
$
3,043,000
$
3,043,000
(3,401,000)
Less: Agency Fund Investment
-
(2,593,000)
Other Income
(3,401,000)
-
469,000
Reclassifications & Releases from Restriction Total Revenue, Gains Other Support
$
(2,593,000)
-
2,606,000
469,000
(2,606,000)
-
$
102,405,000
$
9,141,000
$
111,546,000
$
38,020,000
$
-
$
38,020,000
Expenses Grants, Net of Rescinds Less: Grants on behalf of Agency Fundholders Total Grants, Net of Rescinds
(983,000) $
Grantmaking and Direct Program Program Services
$
3,408,000 $
Administrative and Fund Management
40,445,000
Philanthropic Services
$
Change in Net Assets
$
Net Assets, January 1
$
58,217,000
$
401,860,000
-
$
1,161,000
-
$
9,141,000
$
155,543,000
|
SANTA BARBARA FOUNDATION
44,188,000 67,358,000 490,045,000
$
*The numbers above are preliminary and are subject to change upon audit. The final audited numbers will be available later in 2022 at sbfoundation.org.
26
40,445,000 2,582,000
146,402,000 $
37,037,000 3,408,000
-
44,188,000
343,643,000 $
$
-
1,161,000 $
-
(983,000)
-
2,582,000
Total Expenses
Net Assets, December 31
37,037,000
-
557,403,000
Welcome Tammy Sims Johnson!
2022 Trustees Steve Hicks, Chair
Danna McGrew
Susan T. Richards, Vice-Chair
Bob Nakasone
Matt Rowe, Treasurer Niki Sandoval, Ph.D., Secretary Phil Alvarado Randall Day Pamela Gann Angel Iscovich Pamela Macal
Tammy joined the Foundation in April 2022 as Vice President of Philanthropic Services and brings decades of experience from philanthropy, communications, grantmaking, and the private sector.
2022 Staff
“I am excited to build relationships with donors, advisers, and nonprofit partners in service of the vibrant communities across Santa Barbara County,” said Tammy. Her most recent role was a senior philanthropic adviser at the California Community Foundation in Los Angeles.
Ernesto Paredes Mike Pfau James Rogers Ginger Salazar Alex Simas Tracy Stouffer Michael Young Zohar Ziv
Daniel Aguilar
Brittany Napier
Jackie Carrera
Julia Nguyen
Maria Caudillo
Pedro Paz
Gary Clark
Jamie Perez
Shelby Cripe
Chloe Rieck
Celine Delpoux Rubayi Estes
Stephanie Roberson
Stacie Furia
Karen Roberts
Andi Garcia
Yeni Salinas
Petra Gomez
Jessica Sanchez
Anna Jen
Kara Shoemaker
Tammy Sims Johnson
Caleb Strumberg
Jenny Kearns
Wendy Trimble
Jordan Killebrew
Deanna Vallejo
Denise Lazaro
Joan Vaughn
Andrea Light
Evie Walla
Janet Mocker
Lani Wollschlager
Nick Munday
Todd Yuba
2021 Annual Report Acknowledgements Photography: Dean Zatkowsky & David Kafer Photography Design: Priscilla Nieto LoBiondo
2021 ANNUAL REPORT
|
27
South County 1111 Chapala Street, Suite 200 Santa Barbara, CA 93101 (805) 963-1873 North County 2625 South Miller Street, Suite 101 Santa Maria, CA 93455 (805) 346-6123 info@SBFoundation.org SBFoundation.org