2024-05-14T16:48:43-05:00 2023-06-30 910189318 MOSS ADAMS LLP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2022-07-01 953234551 THE FOUNDATION FOR SANTA BARBARA CITY COLLEGE FOUN 8057304401 721 CLIFF DRIVE SANTA BARBARA CA 93109 BOBBI ABRAM CHIEF EXECUTIVE OFFICER 8057304401 2024-05-13 1 BOBBI ABRAM 999009999 1 LAUREN A HAVERLOCK P00545829 8185771900 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SBCC FOUNDATION BOBBI ABRAM 721 CLIFF DRIVE SANTA BARBARA CA 93109 20264373 0 X WWW.SBCCFOUNDATION.ORG X 1976 CA THE SBCC FOUNDATION FUELS THE EXCELLENCE OF SANTA BARBARA CITY COLLEGE BY ENGAGING THE COMMUNITY, BUILDING RELATIONSHIPS, AND INVITING THE GENEROSITY OF DONORS. THE RESOURCES RAISED AND MANAGED BY THE FOUNDATION ENRICH COLLEGE PROGRAMS, REMOVE BARRIERS, AND EMPOWER STUDENTS TO SUCCEED. 22 17 15 23 -508 0 4434884 3882626 0 0 7263788 3240509 238031 188964 11936703 7312099 4339006 4765011 0 0 1521322 1723838 0 0 737894 770037 754494 6630365 7243343 5306338 68756 84729515 88748883 3406451 4649649 81323064 84099234 X AS AN INDEPENDENT 501(C)(3) NONPROFIT ORGANIZATION AND PARTNER TO SBCC, THE SBCC FOUNDATION AWARDS MORE THAN $5 MILLION ANNUALLY FOR STUDENT SUCCESS PROGRAMS, SCHOLARSHIPS, BOOK GRANTS, EMERGENCY FUNDS, AND OTHER CRITICAL NEEDS OF THE COLLEGE. FOR NEARLY FIVE DECADES, THE RESOURCES RAISED AND MANAGED BY THE SBCC FOUNDATION HAVE SUPPORTED SBCC STUDENTS AS THEY PREPARE FOR CAREERS, TRANSFER TO FOUR-YEAR UNIVERSITIES, AND PURSUE LIFELONG LEARNING GOALS. IN 2016, THE FOUNDATION CREATED THE SBCC PROMISE, OFFERING ALL RECENT, LOCAL HIGH SCHOOL GRADUATES THE OPPORTUNITY TO ATTEND SBCC FULL-TIME AT NO COST. THE SBCC PROMISE RELIES ENTIRELY ON PRIVATE SUPPORT AND COVERS ALL REQUIRED FEES, BOOKS, AND SUPPLIES FOR UP TO TWO YEARS. TO DATE, MORE THAN 7,000 LOCAL STUDENTS HAVE PARTICIPATED IN THE SBCC PROMISE. 0 0 2369346 2015328 0 THE SBCC FOUNDATION PROVIDED $2 MILLION IN SUPPORT TO COLLEGE DEPARTMENTS AND PROGRAMS DURING THE 2022-2023 ACADEMIC YEAR. THESE RESOURCES ALLOW COLLEGE FACULTY, STAFF, AND ADMINISTRATORS TO IMPROVE EXISTING PROGRAMS, EXPERIMENT WITH NEW AND INNOVATIVE APPROACHES, AND ACHIEVE OUTSTANDING ACADEMIC OUTCOMES.DURING THE FISCAL YEAR ENDING JUNE 30, 2023 AND IN COLLABORATION WITH SBCC'S SCHEINFELD CENTER FOR ENTREPRENEURSHIP & INNOVATION, THE FOUNDATION TRANSFERRED FUNDS TO AN EMPLOYEE OWNERSHIP TRUST, THE MEM EMPLOYEE OWNERSHIP TRUST, U/D/T FOR WHICH THE FOUNDATION IS TRUSTOR. 1948161 1806220 THE SBCC FOUNDATION CREATED THE SBCC PROMISE IN 2016 TO MAKE OUR COMMUNITY'S COLLEGE ACCESSIBLE AND AFFORDABLE TO ALL RECENT LOCAL HIGH SCHOOL GRADUATES. THE SBCC PROMISE OFFERS TWO YEARS OF COMPREHENSIVE SUPPORT (COVERING ALL REQUIRED FEES, BOOKS, AND SUPPLIES) TO ANY LOCAL STUDENT WHO ENROLLS FULL TIME AT SBCC IN THE FALL OR SPRING SEMESTER FOLLOWING THE COMPLETION OF THEIR SECONDARY EDUCATION WITHIN THE SBCC DISTRICT. IN THE 2022-2023 ACADEMIC YEAR, MORE THAN 1,600 SBCC PROMISE STUDENTS WERE ENROLLED. RESEARCH ON COLLEGE ACHIEVEMENT CORRELATES A STUDENT'S CHANCE OF SUCCESS WITH EARLY ENROLLMENT, FULL-TIME STUDENT STATUS, AND ACCESS TO ACADEMIC COUNSELING AND SUPPORT. THE SBCC PROMISE INCLUDES ALL OF THESE ELEMENTS, PROVIDING $1.8 MILLION IN SUPPORT TO SBCC PROMISE STUDENTS IN THE 2022-2023 ACADEMIC YEAR. 943463 943463 THE SBCC FOUNDATION PROVIDED OVER $900K IN DIRECT STUDENT SUPPORT IN THE FORM OF SCHOLARSHIPS AND BOOK GRANTS TO MORE THAN 800 STUDENTS IN THE 2022-2023 ACADEMIC YEAR. FOR MANY STUDENTS, THIS SUPPORT CAN MEAN THE DIFFERENCE BETWEEN DROPPING OUT OF COLLEGE AND SUCCESSFULLY COMPLETING A DEGREE, CERTIFICATE, OR TRANSFER PROGRAM. THE SBCC FOUNDATION ALSO CONTINUED TO FUND IMPORTANT STUDENT SUPPORT PROGRAMS THAT SERVE SINGLE-PARENT STUDENTS, UNDERPREPARED HIGH SCHOOL GRADUATES, AND THOSE RECENTLY RELEASED FROM THE CRIMINAL JUSTICE SYSTEM WHO ARE STARTING COLLEGE. ACCORDING TO THE COLLEGE FUTURES FOUNDATION, SCHOLARSHIPS ALSO HAVE A POSITIVE IMPACT ON STUDENT MATRICULATION RATES. 5260970 1 1 0 0 0 0 0 0 0 1 1 1 1 0 1 1 1 0 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 15 0 1 15 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ZORANA MORRIS 8057304418 721 CLIFF DRIVE SANTA BARBARA CA 93109 PALOMA ARNOLD EX-OFFICIO - SBCC 1.00 40.00 X 0 194812 25365 CHERNOR DIALLO EX-OFFICIO - SBCC 1.00 2.00 X 0 9731 0 MELANIE ECKFORD-PROSSOR EX-OFFICIO - SBCC 1.00 40.00 X 0 150356 11232 ANNA EVERETT EX-OFFICIO - SBCC 1.00 2.00 X 0 4500 0 ROBERT K MILLER EX-OFFICIO - SBCC 1.00 2.00 X 0 4800 17954 KINDRED MURILLO EX-OFFICIO - SBCC 1.00 40.00 X 0 392904 14367 CAROLA SMITH EX-OFFICIO - SBCC 1.00 40.00 X 0 221420 21775 SCOTT VINCENT PRESIDENT 3.00 0.00 X X 0 0 0 LAURIE ASHTON VICE PRESIDENT 2.00 0.00 X X 0 0 0 MICHELLE LEE PICKETT VICE PRESIDENT 2.00 0.00 X X 0 0 0 FRANK TABAR TREASURER 2.00 0.00 X X 0 0 0 SARAH DE TAGYOS SECRETARY 2.00 0.00 X X 0 0 0 WENDY READ AT LARGE 2.00 0.00 X 0 0 0 ROGER DURLING DIRECTOR 1.00 0.00 X 0 0 0 DANIEL EMMETT DIRECTOR 1.00 0.00 X 0 0 0 MADELEINE JACOBSON DIRECTOR 1.00 0.00 X 0 0 0 RACHEL KAGANOFF STERN DIRECTOR 1.00 0.00 X 0 0 0 GREG LOOSVELT DIRECTOR 1.00 0.00 X 0 0 0 PAUL MENZEL DIRECTOR 1.00 0.00 X 0 0 0 GRACIELA MONTGOMERY DIRECTOR (THRU 8/31/22) 1.00 0.00 X 0 0 0 CAROLA NICHOLSON DIRECTOR 1.00 0.00 X 0 0 0 PEDRO PAZ DIRECTOR 1.00 0.00 X 0 0 0 BEN SCOTT DIRECTOR 1.00 0.00 X 0 0 0 GEOFF GREEN CHIEF EXECUTIVE OFFICER 40.00 0.00 X 244872 0 41196 ZORANA MORRIS CHIEF FINANCIAL OFFICER 40.00 0.00 X 133346 0 30075 RACHEL JOHNSON CHIEF PROGRAM OFFICER 40.00 0.00 X 128421 0 17584 506639 978523 179548 3 0 1 0 SEI INVESTMENTS 1 FREEDOM VALLEY DRIVE OAKS PA 19456 INVESTMENT MANAGEMENT 289519 1 368736 45000 30000 3438890 15571 3882626 3647645 -508 3648153 12336606 12743742 -407136 -407136 -407136 28545 368736 208532 -179987 -179987 OTHER INCOME 561499 368951 368951 368951 7312099 0 -508 3429981 3811319 3811319 953692 953692 477768 134502 222788 120478 888389 237804 367796 282789 61962 16854 26581 18527 199292 54046 80522 64724 96427 26268 41333 28826 2875 2875 13923 13923 45407 45407 289519 289519 178058 178058 36266 27919 8347 20198 20198 35023 35023 14851 14851 9015 9015 DONOR CULTIVATION 36145 36145 TEMPORARY HELP 26789 26485 304 EQUIPMENT RENTAL 5851 5851 PRINTING AND POSTAGE 1298 1298 39276 39276 7243343 5260970 1244479 737894 2706851 1230864 7673658 8060662 1770400 1248919 0 63086 54393 71571 368626 340714 29235 27912 46901295 56601322 8162796 9754194 8159911 7760718 9270976 3929635 84729515 88748883 992416 1490455 1782450 2649700 631585 509494 3406451 4649649 X 17317857 16945115 64005207 67154119 81323064 84099234 84729515 88748883 X 68756 2116425 590989 X 0 1 X 1 0 X 6241353 4167828 25763820 4420804 3882626 44476431 6241353 4167828 25763820 4420804 3882626 44476431 1650296 42826135 3054264 2306295 1829801 7243388 3648153 18081901 2857 2857 214104 222372 129727 355358 368951 1290512 63851701 0.67070 0.66800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54982330 5098035 4967455 6412044 58635776 63272898 52525 -6690475 1652618 54982330 51965684 454564 11969496 1116846 63272898 51718649 169744 519782 442491 51965684 49213593 1581329 2136560 1212833 51718649 0.00000 0.73780 0.26220 0 0 17146 16437 709 213201 194951 18250 138279 129326 8953 27912 COLLATERALIZED LOAN OBLIGATIONS (CLOS) 4726297 F EQUITY 113720 F FIXED INCOME 20698 F HEDGE FUNDS 4117809 F PRIVATE EQUITY 775670 F 9754194 ASSETS HELD IN FCCC-OSHER 909737 F INVESTMENT IN REAL ESTATE 6850981 F 7760718 LIABILITY UNDER UNITRUST AGREEMENTS 483404 DISCOUNT FOR FUTURE INTEREST- POOLED INCOME FUNDS 26090 509494 X 9998526 2116425 60000 799013 2975438 7023088 289519 -508 289011 7312099 7222356 60000 208532 268532 6953824 289519 289519 7243343 PART V, LINE 4: VARIOUS ENDOWED FUNDS HAVE BEEN ESTABLISHED TO PROVIDE FINANCIAL SUPPORT FOR VARIOUS COLLEGE PROGRAMS INCLUDING STUDENT SCHOLARSHIPS AND AWARDS, GENERAL DEPARTMENT AND PROGRAM SUPPORT, EQUIPMENT PURCHASES AND CAPITAL IMPROVEMENTS, AND FACULTY RESEARCH AND TEACHING ACTIVITIES. THE BOARD OF DIRECTORS PASSED A RESOLUTION THAT STATES THE FOUNDATION WILL NOT DISTRIBUTE FROM AN ENDOWMENT WITH A CURRENT MARKET VALUE THAT IS BELOW THE ORIGINAL GIFT VALUE UNLESS DIRECTED BY THE DONOR. PART X, LINE 2: THE FOUNDATION IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WHICH IS EXEMPT FROM INCOME TAXES, THEREFORE NO PROVISION FOR INCOME TAXES IS REQUIRED. THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE FOUNDATION EVALUATES UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF JUNE 30, 2023, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 590,481. SPECIAL EVENTS EXPENSES 208,532. PART XI, LINE 4B - OTHER ADJUSTMENTS: UBI FROM K-1S -508. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 208,532. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 8864804 0 0 0 0 0 0 8864804 0 8864804 1 0 1 1 1 0 PART III ACCOUNTING METHOD: SPRING GALA 397281 368736 28545 47371 161161 397281 368736 28545 47371 161161 208532 -179987 PART II, LINE 11 TOTAL SPECIAL EVENT GROSS RECEIPTS: $397,281 TOTAL COST OF SPECIAL EVENTS: $208,532 NET INCOME FROM SPECIAL EVENTS: $188,749 GROSS PROCEEDS OF $368,736 ARE RECLASSIFIED AS CONTRIBUTION REVENUE. AS SUCH, SPECIAL EVENT NET INCOME IS REPORTED ON PART II, LINE 11 AS $-179,987. 1 SANTA BARBARA CITY COLLEGE 721 CLIFF DRIVE SANTA BARBARA CA 93109 770070782 STATE OF CALIFORNIA 2827338 0 TO ASSIST THE COLLEGE IN PROVIDING OUTSTANDING EDUCATIONAL OPPORTUNITIES FOR ALL BY ENRICHING COLLEGE PROGRAMS, REMOVING BARRIERS TO ACCESS, AND EMPOWERING STUDENTS TO SUCCEED MEM EMPLOYEE OWNERSHIP TRUST UDT DATED AUGUST 3 2022 1225 COAST VILLAGE ROAD SUITE C MONTECITO CA 93108 886640551 850100 0 FUNDING FOR ACQUISITION OF PARTIAL OWNERSHIP INTEREST BY NEWLY CREATED EMPLOYEE OWNERSHIP TRUST FUND FOR SANTA BARBARA PO BOX 90710 SANTA BARBARA CA 93190 770070742 501(C)(3) 10000 0 REGIONAL EQUITY STUDY/INITIATIVE SPONSORSHIP EXPLORE ECOLOGY 302 E COTA STREET SANTA BARBARA CA 93101 204944416 501(C)(3) 7000 0 EPA ENVIRONMENTAL EDUCATION GRANT - ENGAGEMENT, OUTREACH, AND SUPPORT DOS PUEBLOS ENGINEERING ACADEMY FOUNDATION PO BOX 313 GOLETA CA 93116 261115393 501(C)(3) 6979 0 SBCC INTERNS - DOS PUEBLOS ENGINEERING 4 1 VARIOUS EDUCATIONAL CASH GRANTS FOR SCHOLARSHIPS 801 943463 VARIOUS CASH GRANTS FOR PROGRAMS 11 10229 PART I, LINE 2: SBCC DEPARTMENTS MAY REQUEST FUNDING FOR SPECIFIED PURPOSES. IF THE GRANT IS AWARDED, IT MUST BE USED AS SPECIFIED BY THE GRANTING AGENCY. PERIODIC REPORTING ON THE SPENDING MAY BE REQUIRED BY THE DONOR; SOME GRANTS ARE PAID OUT IN ANNUAL INSTALLMENTS, AND SOME ON AN AS-NEEDED BASIS. X X X X 0 0 0 0 0 0 0 1 0 KINDRED MURILLO EX-OFFICIO - SBCC 0 392904 0 0 0 0 0 0 0 14367 0 407271 0 0 GEOFF GREEN CHIEF EXECUTIVE OFFICER 244872 0 0 0 0 0 15000 0 26196 0 286068 0 0 0 CAROLA SMITH EX-OFFICIO - SBCC 0 221420 0 0 0 0 0 0 0 21775 0 243195 0 0 PALOMA ARNOLD EX-OFFICIO - SBCC 0 194812 0 0 0 0 0 0 0 25365 0 220177 0 0 ZORANA MORRIS CHIEF FINANCIAL OFFICER 132798 0 548 0 0 0 4050 0 26025 0 163421 0 0 0 MELANIE ECKFORD-PROSSOR EX-OFFICIO - SBCC 0 150356 0 0 0 0 0 0 0 11232 0 161588 0 0 PART I, LINE 7 DISCRETIONARY BASED BONUSES WERE AWARDED DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE DRAFT TAX RETURN WITH THE CEO. IT IS THEN REVIEWED BY THE AUDIT AND FINANCE COMMITTEES (INDEPENDENTLY OR JOINTLY). ONCE ACCEPTED BY THE COMMITTEES, IT IS SHARED WITH THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C 1. ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY MEMBER OF THE BOARD OF DIRECTORS OR ANY PERSON SITTING ON A COMMITTEE OF THE BOARD SHALL BE FULLY DISCLOSED TO THE OTHER DIRECTORS AND MADE A MATTER OF RECORD WHEN THE INTEREST BECOMES A MATTER FOR BOARD OR COMMITTEE CONSIDERATION. 2. A CONFLICT OF INTEREST SHALL BE CONSIDERED TO BE PRESENT WHEN A BOARD MEMBER OR A FAMILY MEMBER HAS A FINANCIAL INTEREST IN ANY TRANSACTION TO WHICH THE FOUNDATION IS A PARTY, OR HOLDS A DIRECTORSHIP IN ANOTHER ENTITY WHICH IS PARTY TO THE TRANSACTION. 3. ANY DIRECTOR WITH A POSSIBLE CONFLICT OF INTEREST ON ANY MATTER UP FOR CONSIDERATION BY THE BOARD OR COMMITTEE SHALL DISCLOSE SUCH CONFLICT AND SHALL NOT VOTE OR USE THEIR PERSONAL INFLUENCE ON THE MATTER. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE INTERESTED MEMBER ABSTAINED FROM VOTING. 4. THE FOREGOING REQUIREMENTS SHALL NOT BE CONSTRUED AS PREVENTING THE DIRECTOR FROM BRIEFLY STATING THEIR POSITION ON THE MATTER, NOR FROM ANSWERING PERTINENT QUESTIONS OF OTHER DIRECTORS SINCE THEIR KNOWLEDGE MAY BE OF GREAT ASSISTANCE. 5. ANY NEW DIRECTOR OF THE BOARD OR MEMBER OF A COMMITTEE OF THE BOARD WILL BE ADVISED OF THIS POLICY UPON AGREEING TO THE DUTIES OF THEIR OFFICE. FURTHER, ALL MEMBERS OF THE BOARD AND ANY COMMITTEE ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND COMPLETE AN ACKNOWLEDGEMENT AND DECLARATION FORM. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION PARTICIPATES IN SEVERAL COMPENSATION SURVEYS OF COMPARABLE NON-PROFIT ORGANIZATIONS. THE BOARD OF DIRECTORS CONSIDERS THE DATA FROM THE SURVEYS ALONGSIDE BUDGET CONSTRAINTS, PERFORMANCE, AND INTERNAL PAY EQUITY, AMONG OTHER FACTORS, IN DETERMINING THE CHIEF EXECUTIVE OFFICER'S AND CHIEF FINANCIAL OFFICER'S COMPENSATION. THE CHIEF EXECUTIVE OFFICER CONSIDERS APPROPRIATE SURVEY DATA, BUDGET CONSTRAINTS, PERFORMANCE, INTERNAL PAY EQUITY, AND OTHER FACTORS IN SETTING ALL OTHER STAFF COMPENSATION IN PARTNERSHIP WITH SUPERVISORS. THE BOARD COMPENSATION REVIEW COMMITTEE LAST COMPLETED ITS COMPENSATION ANALYSIS ON SEPTEMBER 28, 2023. FORM 990, PART VI, SECTION C, LINE 19 IT IS THE FOUNDATION'S POLICY TO FULLY COMPLY WITH THE FEDERAL (AND APPLICABLE STATE) PUBLIC DISCLOSURE REQUIREMENTS, AND TO MAKE SUCH ADDITIONAL DISCLOSURES AS MAY BE USEFUL TO FOSTER TRANSPARENCY AND DONOR DUE DILIGENCE. TO THIS END, THE CHIEF EXECUTIVE OFFICER SHALL ENSURE THAT THE FOLLOWING DOCUMENTS ARE PUBLICLY AVAILABLE, TOGETHER WITH SUCH OTHER DOCUMENTS AS THE CHIEF EXECUTIVE OFFICER MAY DEEM APPROPRIATE: FORMS 990 THE FOUNDATION'S IRS DETERMINATION LETTER(S) THE FOUNDATION'S ARTICLES OF INCORPORATION THE FOUNDATION'S BY LAWS THE FOUNDATION'S FINANCIAL STATEMENTS THE FOUNDATION'S CONFLICT OF INTEREST POLICY THE FOUNDATION'S INVESTMENT POLICY STATEMENT THE FOUNDATION'S STAFF SHALL HONOR THE PUBLIC INSPECTION AND COPYING REQUIREMENTS PRESCRIBED BY IRS REGULATIONS, INCLUDING PROVIDING COPIES TO INDIVIDUALS WHO REQUEST THEM AND POSTING THEM TO THE FOUNDATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 590,481. UBI FROM K-1S 508. 525 ANACAPA LLC 721 CLIFF DRIVE SANTA BARBARA CA 93109 OWN, MANAGE, AND LEASE TO SBCC FOR EDUCATION AND CHARITABLE PURPOSES CA 0 10000 THE FOUNDATION FOR SANTA BARBARA CITY COLLEGE SANTA BARBARA CITY COLLEGE 721 CLIFF DRIVE SANTA BARBARA CA 93109 770070782 COMMUNITY COLLEGE CA N/A 0 MONTECITO ESTATE MANAGEMENT LLC 1225 COAST VILLAGE ROAD SUITE C MONTECITO CA 93108 PROPERTY MANAGEMENT CA N/A 0 0 MEM EMPLOYEE OWNERSHIP TRUST UDT DATED AUGUST 3 2022 1225 COAST VILLAGE ROAD SUITE C MONTECITO CA 93108 886640551 EMPLOYEE OWNERSHIP TRUST CA SANTA BARBARA CITY COLLEGE FOUNDATION T 1 0 1 1 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 SANTA BARBARA CITY COLLEGE B 2827338 FMV SANTA BARBARA CITY COLLEGE L 496090 FMV SANTA BARBARA CITY COLLEGE M 206737 FMV SANTA BARBARA CITY COLLEGE J 240000 FMV MEM EMPLOYEE OWNERSHIP TRUST UDT DATED AUGUST 3 2022 B 850100 FMV