2024-11-15T17:27:40-06:00 2023-12-31 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2023-01-01 770229243 JAMES S BOWER FOUNDATION JAME 8055648814 26 WEST MICHELTORENA ST SANTA BARBARA CA 93101 CHRISTOPHER JACOBS SECRETARY 8055648814 2024-11-15 1 0 CATHERINE MACAULAY P00178796 8059631837 2023 2024-10-15 13:58:12Z X 86066816 X X 77201 38120 915748 915748 797116 797116 797116 823486 3706227 823486 23548 23548 2637099 2598018 383702 71355 319784 277978 26745 244820 24145 4307 19840 26649 7995 18654 119404 105821 13583 547 547 0 83196 29147 30607 25123 0 7575 1455 6120 271748 94452 163559 1220067 341824 816967 3111855 3311855 4331922 341824 4128822 -1694823 2256194 60943 60943 159976 443972 443972 40000 40000 40000 4800 4800 126000 0 135000 126000 126000 39816571 40003561 40003561 2454608 438200 2042059 2016408 2016408 40417296 43371132 43371132 82570902 86066816 86066816 57495 63854 200000 59778 23826 317273 87680 X 82253629 85979136 82253629 85979136 82570902 86066816 82253629 -1694823 5420330 85979136 0 85979136 JENSEN QUALITY GROWTH Y P 2022-12-31 2023-12-31 120000 81107 38893 38893 TRANSAMERICA INTERNATIONAL EQUITY I P 2022-12-31 2023-12-31 240000 217156 22844 22844 BOSTON TRUST WALDEN SMALL CAP P 2022-12-31 2023-12-31 250000 283753 -33753 -33753 BOSTON COMMON ESG IMPACT INTL P 2022-12-31 2023-12-31 400000 470046 -70046 -70046 MFS INTERNATIONAL INTRINSIC VALUE I P 2022-12-31 2023-12-31 400000 301468 98532 98532 JENSEN QUALITY GROWTH Y P 2022-12-31 2023-12-31 570000 361053 208947 208947 GRANDEUR PEAK INTL STALWARTS INSTL P 2022-12-31 2023-12-31 325000 296984 28016 28016 MIROVA GLOBAL SUSTAINABLE EQUITY Y P 2022-12-31 2023-12-31 200000 279065 -79065 -79065 JENSEN QUALITY GROWTH Y P 2022-12-31 2023-12-31 700000 589974 110026 110026 LEGACY VENTURE XLEGACY VENTURE X P 2022-12-31 2023-12-31 189 189 189 LAPIS P 2022-12-31 2023-12-31 1839 1839 1839 LEGACY NALANDALEGACY VENTURE X P 2022-12-31 2023-12-31 270 -270 -270 LEGAL & GENERAL S&P 500 FUND P 2022-12-31 2023-12-31 290799 290799 290799 LEGACY VENTURE IX P 2022-12-31 2023-12-31 983 -983 -983 LEGACY VENTURE XILEGACY VENTURE X P 2022-12-31 2023-12-31 434 434 434 CORTEN CAPITAL P 2022-12-31 2023-12-31 882 -882 -882 CAPITAL GAINS DIVIDENDS P 207966 207966 207966 823486 31361 0 31361 0 31361 65877 0 0 0 65877 X 0 34516 34516 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 1 0 1 WWW.JSBOWERFOUNDATION.ORG JAMES S BOWER FOUNDATION 8055648814 26 WEST MICHELTORENA ST SANTA BARBARA CA 931017169 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HARVEY BOTTELSEN 26 WEST MICHELTORENA ST SANTA BARBARA CA 93101 CHAIRMAN 3.00 30000 0 0 CHRISTOPHER A JACOBS 26 WEST MICHELTORENA ST SANTA BARBARA CA 93101 SECRETARY 3.00 30000 0 0 DAVID ALVARADO 26 WEST MICHELTORENA ST SANTA BARBARA CA 93101 TREASURER 3.00 30000 0 0 JON CLARK 26 WEST MICHELTORENA ST SANTA BARBARA CA 93101 PRESIDENT 40.00 293702 57566 0 PATRICIA MADRIGAL 26 WEST MICHELTORENA ST SANTA BARBARA CA 93101 DIRECTOR OF EDUCATIO 40.00 171000 12609 0 JOLETTE CORBETT 26 WEST MICHELTORENA ST SANTA BARBARA CA 93101 FINANCIAL MANAGER 30.00 106978 34622 0 0 MERCER ADVISORS 800 MARKET STREET STE 1800 ST LOUIS MO 63101 INVESTMENT MANAGEMENT 100000 0 ON MARCH 31, 2021 THE FOUNDATION LOANED $300,000 TO THE WHITE BUFFALO LAND TRUST (A 501C3 ORGANIZATION). THE INTEREST RATE ON THE LOAN IS 3.75%. AS OF DECEMBER 31, 2023, THE OUTSTANDING BALANCE OF THE NOTE IS $126,000, WITH AN ACCRUED INTEREST RECEIVABLE OF $1,288. THE NOTE RECEIVABLE AND ALL UNPAID INTEREST IS DUE ON MARCH 28, 2024. 0 0 40126207 402157 43203970 83732334 0 0 83732334 1255985 82476349 4123817 4123817 31361 31361 4092456 0 4092456 0 4092456 4128822 0 4128822 4092456 0 0 318890 318890 4128822 0 0 0 4092456 36366 0 0 355256 0 0 0 0 0 0 0 355256 318890 36366 JON CLARK 26 W MICHELTORENA SANTA BARBARA CA 93101 8055648814 ALL APPLICATIONS DONE ELECTRONICALLY. SEE INSTRUCTIONS AND CONTACT INFO ON WEBSITE (JSBOWERFOUNDATION.ORG) SEE WEBSITE FOR CYCLE SUBMISSION THE FOUNDATION LIMITS ITS GRANTS TO FOUR CATEGORIES: EDUCATION, SCIENTIFIC, RELIGIOUS AND CHARITABLE AHA ATTITUDE HARMONY ACHIEVMENT 1209 DE LA VINA STREET SUITE A SANTA BARBARA CA 93101 NONE PC ALLY AFTER SCHOOL PROGRAMS 10000 ALL SAINTS-BY-THE-SEA 83 EUCALYPTUS LANE SANTA BARBARA CA 93108 NONE PC JIM BOWER GOLF TOURNAMENT FOR COMMUNITY OUTREACH 20000 ANGELS FOSTER CARE OF SANTA BARBARA 11 W VICTORIA STREET 207B SANTA BARBARA CA 93101 NONE PC KINSHIP ANGELS 10000 CARPINTERIA CHILDREN'S PROJECT 5201 8TH STREET SUITE 100 CARPINTERIA CA 93013 NONE PC EARLY CHILDHOOD EDUCATION & RESOURCE CENTER 217500 CHILD ABUSE LISTENING MEDIATION INC 1236 CHAPALA STREET SANTA BARBARA CA 93101 NONE PC CONTINUOUS QUALITY IMPROVEMENT EVALUATION 200000 CHILDREN FAMILY RESOURCE SERVICES 3970 LA COLINA ROAD SUITE 2 SANTA BARBARA CA 93110 NONE PC WELCOME EVERY BABY FAMILY CONNECTS 30000 COASTAL RANCHES CONSERVANCY 68 HOLLISTER RANCH ROAD GAVIOTA CA 93117 NONE PC GAVIOTA CREEK WATERSHED RESTORATION 15000 COMMUNITY ENVIRONMENTAL COUNCIL INC 26 W ANAPAMU STREET 2ND FLOOR SANTA BARBARA CA 93101 NONE PC CENTRAL COAST CLIMATE JUSTICE NETWORK 415000 COURT APPOINTED SPECIAL ADVOCATES O 118 E FIGUEROA STREET SANTA BARBARA CA 93101 NONE PC CASA EARLY YEARS ADVOCACY PROGRAM 10000 DIGNITYMOVES 2406 BUSH STREET SAN FRANCISCO CA 94115 NONE PC INTERIM SUPPORTIVE HOUSING IN SANTA BARBARA COUNTY 150000 DREAM FOUNDATION 1528 CHAPALA STREET 304 SANTA BARBARA CA 93101 NONE PC DREAMS FOR SANTA BARBARA SENIORS 5000 ENVIRONMENTAL DEFENSE CENTER 906 GARDEN STREET SANTA BARBARA CA 93101 NONE PC SANTA BARBARA CHANNEL CLEAN ENERGY TRANSITION 20000 FAMILY SERVICE AGENCY OF SANTA BARB 123 W GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PC LOMPOC COMMUNITY CHANGERS PROGRAM 25000 FAMILY THERAPY INSTITUTE 23 W MISSION STREET SANTA BARBARA CA 93101 NONE PC SHARED CROSSING RESEARCH INITIATIVE 15000 FISCAL SPONSORSHIP ALLIES 3500 DEPAUW BOULEVARD SUITE 3090 INDIANAPOLIS IN 46268 NONE PC LARGE FORMAT BATTERY ENERGY STORAGE R&D 50000 FREEDOM 4 YOUTH 187 S PATTERSON AVENUE SANTA BARBARA CA 93111 NONE PC GENERAL OPERATING SUPPORT 40000 FUND FOR SANTA BARBARA INC 1524 1/2 STATE STREET SANTA BARBARA CA 93101 NONE PC NPRN, CAPACITY BUILDING & YOUTH MAKING CHANGE 45000 FUTURE LEADERS OF AMERICA 402 E GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PC CORE OPERATING SUPPORT 50000 GATEWAY EDUCATIONAL SERVICES 185 S PATTERSON AVENUE SUITE E GOLETA CA 93111 NONE PC LIFT EVERY STUDENT 26400 GAVIOTA COAST CONSERVANCY PO BOX 1099 GOLETA CA 93116 NONE PC GAVIOTA COAST CONSERVANCY OPERATIONS 25000 GOLETA EDUCATION FOUNDATION PO BOX 1177 GOLETA CA 93116 NONE PC MENTAL HEALTH SERVICES IN AFTER SCHOOL PROGRAMS 25000 HEALING JUSTICE SANTA BARBARA PO BOX 8628 SANTA BARBARA CA 93101 NONE PC LEADERSHIP DEVELOPMENT & ADVOCACY W/BLACK STUDENTS 10000 HOSPICE OF SANTA BARBARA INC 2050 ALAMEDA PADRE SERRA SANTA BARBARA CA 93101 NONE PC ADVANCE CARE PLANNING AND PATIENT CARE SERVICES 262500 ISLA VISTA YOUTH PROJECTS 6842 PHELPS ROAD GOLETA CA 93117 NONE PC GENERAL OPERATING SUPPORT, LEAP: LEARN.ENGAGE.ADVOCATE.PARTNER. 132500 KINGDOM CAUSES LONG BEACH 946 LINDEN AVENUE LONG BEACH CA 90813 NONE PC LOMPOC PREVENTION & PROTECTION PILOT PROGRAM 25000 LEADING FROM WITHIN PO BOX 806 SANTA BARBARA CA 93102 NONE PC IMPLEMENTING SHIFTS IN OUR SECTOR 25000 LEGACY PHILANTHROPY WORKS 521 SANTA BARBARA STREET SANTA BARBARA CA 93101 NONE PC WILDFIRE RESILIENT IN SANTA BARBARA COUNTY 10000 LOMPOC TEEN CENTER 732 N H STREET LOMPOC CA 93436 NONE PC GENERAL OPERATING SUPPORT 15000 MARIAN REGIONAL MEDICAL CENTER FOUN 1400 E CHURCH STREET SANTA MARIA CA 93454 NONE PC MARIAN OBSTETRICS & GYNECOLOGY RESIDENCY CLINIC 25000 MENTAL HEALTH ASSOCIATION IN SANTA 617 GARDEN STREET SANTA BARBARA CA 931011664 NONE PC MENTAL HEALTH MATTERS @ SBUSD 10000 NATURAL CAPITALISM SOLUTIONS 11823 N 75TH STREET LONGMONT CO 80503 NONE PC CLEAN COALITION 25000 NEW BEGINNINGS COUNSELING CENTER 530 E MONTECITO STREET SUITE 101 SANTA BARBARA CA 93103 NONE PC NURSE PRACTITIONER FOR HOMELESS PROGRAMS 10000 NEW VENTURE FUND 1828 L STREET NW SUITE 300A WASHINGTON DC 20036 NONE PC AMERICA VOTES 50000 PLANNED PARENTHOOD INC 518 GARDEN STREET SANTA BARBARA CA 93101 NONE PC GENERAL OPERATING 55000 SANCTUARY CENTERS OF SANTA BARBARA 1136 DE LA VINA STREET SANTA BARBARA CA 93101 NONE PC INTEGRATED CARE CLINIC SERVING YOUTH 25000 SANSUM CLINIC PO BOX 1200 SANTA BARBARA CA 93102 NONE PC PALLIATIVE CARE & ADVANCED CARE PLANNING 100000 SANTA BARBARA AGRICULTURE FARM EDUC PO BOX 1033 SUMMERLAND CA 93067 NONE PC EMERGENCY CAPITAL NEEDS TO SAVE SUMMERLAND FARM 10000 SANTA BARBARA ALTERNATIVE TO VIOLEN PO BOX 3294 SANTA BARBARA CA 93130 NONE PC COLLABORATION: SBUSD AND SAFE SCHOOLS 55000 SANTA BARBARA BUCKET BRIGADE PO BOX 50640 SANTA BARBARA CA 93150 NONE PC BUCKET BRIGADE ACADEMY 10000 SANTA BARBARA COTTAGE HOSPITAL FOUN 400 W PUEBLO STREET SANTA BARBARA CA 93105 NONE PC COTTAGE ADVANCE CARE PLANNING PROGRAM 175000 SANTA BARBARA EDUCATION FOUNDATION 1330 STATE STREET SUITE 201 SANTA BARBARA CA 93101 NONE PC THE OLLIN PROJECT, INNOVATE DP, WHAT IS LOVE, MISSION SCHOLARS: COLLEGE ACCESS PROGRAM 165000 SANTA BARBARA FOUNDATION 15 E CARRILLO STREET SANTA BARBARA CA 93101 NONE PC VARIOUS PROGRAMS 65000 SANTA BARBARA MUSEUM OF NATURAL HIS 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 NONE PC REPATRIATION PROJECT 5000 SANTA BARBARA NEIGHBORHOOD CLINICS 923 N MILPAS STREET SANTA BARBARA CA 93105 NONE PC WESTSIDE NEIGHBORHOOD CLINIC EXPANSION 50000 SANTA BARBARA PARTNERS IN EDUCATION 3970 LA COLINA ROAD 9 SANTA BARBARA CA 93110 NONE PC COMPUTERS FOR FAMILIES MOBILE HUB 10000 SANTA BARBARA RESPONSE NETWORK 115 WEST CANON PERDIDO SANTA BARBARA CA 93101 NONE PC GENERAL SUPPORT 20000 SANTA BARBARA TRUST FOR HISTORIC PR 123 EAST CANON PERDIDO STREET SANTA BARBARA CA 931012215 NONE PC KING CARLOS EXHIBIT 5000 SARAH HOUSE 2612 MODOC ROAD SANTA BARBARA CA 93105 NONE PC CONTINUING KINDNESS 20000 SAVIE HEALTH CORP 1111 E OCEAN AVENUE 2 LOMPOC CA 93436 NONE PC SAVIE HEALTH CLINIC IN LOMPOC 25000 STORYTELLER CHILDREN'S CENTER INC 2115 STATE STREET SANTA BARBARA CA 93105 NONE PC GENERAL OPERATING SUPPORT 40000 THE VOTER PARTICIPATION CENTER 122 BRYANT STREET NW 2 WASHINGTON DC 20001 NONE PC VOTER MOBILIZATION 50000 TRANSITION HOUSE 425 E COTA STREET SANTA BARBARA CA 93101 NONE PC MOM'S INFANT CARE CENTER 25000 UC SANTA BARBARA FOUNDATION UNIVERSITY OF CALIFORNIA SANTA BARBARA SANTA BARBARA CA 93106 NONE PC COMMUNITY FELLOWS FUND 200000 UNITED WAY OF SANTA BARBARA COUNTY 320 E GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PC FUN IN THE SUN 10000 VISITING NURSE HOSPICE CARE FOUNDAT 222 E CANON PERDIDO STREET SANTA BARBARA CA 93101 NONE PC STRATEGIC INITIATIVES 40000 VNA HEALTH 509 E MONTECITO STREET SUITE 200 SANTA BARBARA CA 93103 NONE PC PEDIATRIC CONCURRENT CARE PROGRAM 30000 WESTMONT COLLEGE 955 LA PAZ ROAD SANTA BARBARA CA 93108 NONE PC PEAC NURSING PROGRAM 47955 WILDERNESS YOUTH PROJECT 5386 HOLLISTER SUITE D SANTA BARBARA CA 93111 NONE PC GENERAL OPERATING FOR BRIDGE TO NATURE, THE SEA LEAGUE 40000 WOMEN'S ECONOMIC VENTURES OF SANTA 21 E CANON PERDIDO STREET SUITE 301 SANTA BARBARA CA 93101 NONE PC GENERAL OPERATING SUPPORT 10000 WORLD TELEHEALTH INITIATIVE 7402 HOLLISTER AVENUE SANTA BARBARA CA 93117 NONE PC PHILANTHROPIC HEALTHCARE IN VULNERABLE COMMUNITIES 20000 3311855 0 INTEREST INCOME ON PROGRAM-RELATED INVESTMENT 14 4716 14 77201 14 915748 16 797116 18 18832 18 823486 0 2637099 0 2637099 0 0 0 0 0 0 0 0 0 0 THOMAS RIDGE CPA 13950 4185 9765 HUTCHINSON & BLOODGOOD LLP 12699 3810 8889 LAND 2006-12-21 1408204 L 0 0 BUILDING 2006-12-21 725438 290176 SL 40.000000000000 18136 0 IMPROVEMENTS 2006-12-21 21848 8736 SL 40.000000000000 546 0 FURNITURE 2006-12-21 55000 55000 SL 7.000000000000 0 0 OFFICE ARTWORK & FRAMES 2007-06-30 34457 L 0 0 ORIENTAL RUGS 2007-02-02 8000 8000 SL 10.000000000000 0 0 OFFICE 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