2024-03-09T14:34:00-06:00 2023-12-31 TRAVIS J WILSON CPA CFP POST OFFICE BOX 22807 SANTA BARBARA CA 93121 990 2023-01-01 825169678 WOMEN'S FUND OF SANTA BARBARA WOME 8053031205 133 E DE LA GUERRA STREET 15 SANTA BARBARA CA 93101 KATHY DUNLAP CFO/TREASURER 8053031205 2024-03-06 1 KATHY DUNLAP 999009999 1 TRAVIS J WILSON P00544237 8054527830 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JAMIE DUFEK 133 E DE LA GUERRA STREET 15 SANTA BARBARA CA 93101 1312795 0 X WWW.WOMENSFUNDSB.ORG X 2018 CA THE WOMEN'S FUND OF SANTA BARBARA IS A VOLUNTEER-LED COLLECTIVE DONOR ORGANIZATION. 18 18 0 229 0 0 1053612 1281932 0 0 7218 30863 0 0 1060830 1312795 900000 925000 0 0 0 0 0 0 16046 110141 111032 1010141 1036032 50689 276763 1692365 2215810 106886 276790 1585479 1939020 X THE WOMEN'S FUND OF SANTA BARBARA IS A VOLUNTEER-LED COLLECTIVE DONOR ORGANIZATION THAT ENABLES WOMEN TO COMBINE OUR CHARITABLE DOLLARS INTO SIGNIFICANT GRANTS ADDRESSING THE CRITICAL NEEDS OF WOMEN, CHILDREN, AND FAMILIES IN SOUTH SANTA BARBARA COUNTY. THE WOMEN'S FUND EDUCATES AND INSPIRES WOMEN TO ENGAGE IN MAKING LASTING CHANGE IN OUR COMMUNITY.WE MAKE LARGE GRANTS TO NONPROFIT AGENCIES BASED ON OUR OWN THOROUGH RESEARCH. WE EDUCATE AND INSPIRE OUR MEMBERS TO BECOME MORE ENGAGED IN THE COMMUNITY.OVER THE PAST 19 YEARS, THE WOMEN'S FUND HAS GROWN TO MORE THAN 1,300 MEMBERS, DISTRIBUTING GRANTS OF MORE THAN $10.4 MILLION.THE MISSION OF THE WOMEN'S FUND REMAINS THE SAME: TO ENABLE WOMEN TO COMBINE THEIR CHARITABLE DOLLARS, PROVIDING SIGNIFICANT GRANTS FOCUSED ON THE NEEDS OF WOMEN, CHILDREN, AND FAMILIES IN SOUTH SANTA BARBARA COUNTY. 0 0 931451 925000 GRANTMAKING: IN MAY 2023, THE WOMEN'S FUND AWARDED $925,000 IN GRANTS TO 10 NONPROFIT AGENCIES, FUNDED BY DONATIONS RECEIVED IN 2022. GRANT RECIPIENTS WERE RECOMMENDED BY OUR MEMBERS FROM A BALLOT OF ELIGIBLE AGENCIES AND PROJECTS. OUR RESEARCHERS HAD CONDUCTED A THOROUGH REVIEW OF EACH NONPROFIT'S GOALS, FINANCIALS, LEADERSHIP, SUSTAINABILITY, AND MEASURABLE RESULTS, ENSURING THAT ALL PROJECTS ON THE BALLOT WERE COMPELLING AND WORTHY OF SUPPORT. SEE SCHEDULE I FOR THE LIST OF 2023 GRANTS AND OUR PROCEDURES TO MONITOR THE USE OF THE GRANT FUNDS. 38359 THE WOMEN'S FUND IS COMMITTED TO BUILDING A LARGE COMMUNITY OF EDUCATED, STRATEGIC GIVERS WHO ARE INSPIRED TO MAKE LASTING CHANGE IN OUR COMMUNITY THROUGH THE IMPACT OF COLLECTIVE GIVING. THE WOMEN'S FUND PROVIDES EDUCATIONAL OPPORTUNITIES FOR ITS MEMBERS AND THE PUBLIC TO LEARN ABOUT THE NEEDS OF WOMEN, CHILDREN, AND FAMILIES IN SOUTH SANTA BARBARA COUNTY. DURING 2023, THE WOMEN'S FUND HELD A VIRTUAL BALLOT REVIEW MEETING ATTENDED BY 345 MEMBERS AND GATHERED AN EQUAL NUMBER IN PERSON FOR ITS ANNUAL CELEBRATION OF GRANTS. IN ADDITION, IT PRODUCED 3 IN-PERSON EDUCATION EVENTS ATTENDED BY 270, AND 8 ONLINE VIDEOS VIEWED 1,256 TIMES. 969810 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X BLUEISLE BOOKKEEPING (JANET AMES) 8059653314 215 W FIGUEROA STREET SANTA BARBARA CA 93101 X JAMIE DUFEK BOARD CHAIR 6.00 X X 0 0 0 KATHY DUNLAP CFO/TREASURER & FINANCE CHAIR 24.00 X X 0 0 0 SABINA WHITE SECRETARY 10.00 X X 0 0 0 JACKI BELT VOLUNTEER ENGAGEMENT CHAIR 10.00 X 0 0 0 MARY BROWN MEMBERSHIP COMMITTEE 6.00 X 0 0 0 SARAH DE TAGYOS COMMUNICATIONS COMMITTEE 25.00 X 0 0 0 NANCY HARTER GOVERNANCE CHAIR 12.00 X 0 0 0 YONIE HARRIS RESEARCH CHAIR 30.00 X 0 0 0 MARITA HAWRYLUK RESEARCH CO-CHAIR 5.00 X 0 0 0 DENISE HINKLE COMMUNICATIONS COMMITTEE 10.00 X 0 0 0 KATHY HOLLIS VOLUNTEER ENGAGEMENT COMMITTEE 12.00 X 0 0 0 CAROLYN JABS COMMUNICATIONS COMMITTEE 12.00 X 0 0 0 LYNN KARLSON ENDOWMENT CHAIR 18.00 X 0 0 0 MARJORIE LARKIN COMMUNICATIONS COMMITTEE 1.00 X 0 0 0 MARY LUTHY COMMUNICATIONS CO-CHAIR 12.00 X 0 0 0 MICHELE NEELY SALTOUN RESEARCH CO-CHAIR 5.00 X 0 0 0 LAUREN TRUJILLO MEMBERSHIP CHAIR 10.00 X 0 0 0 LAUREL TUMBLER TECHNOLOGY CHAIR 24.00 X 0 0 0 0 0 0 0 0 0 0 0 9075 1272857 17212 1281932 30863 30863 0 9075 0 0 1312795 0 0 30863 925000 925000 280 280 16673 1000 15673 7585 3920 213 3452 11308 3190 5422 2696 23386 10529 6428 6429 1778 1778 EVENT EXPENSES 26806 22142 1245 3419 BANK & CREDIT CARD FEES 17258 17258 DUES & SUBSCRIPTIONS 5958 4029 1879 50 1036032 969810 50176 16046 62510 91671 1128393 1499674 2750 2475 3000 498987 618715 1692365 2215810 6886 7040 100000 265000 4750 106886 276790 X 1136647 1379493 448832 559527 1585479 1939020 1692365 2215810 X 276763 76778 X 0 0 0 X 1284396 874307 1013187 1053612 1281932 5507434 1284396 874307 1013187 1053612 1281932 5507434 5507434 2621 3287 7069 7218 30863 51058 5558492 0.99080 0.99520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 498987 42950 76778 618715 562813 21271 -85097 498987 489735 25742 47336 562813 412721 25000 52014 489735 404138 8948 365 412721 0.09346 0.27401 0.63253 1 0 0 AGENCY FUND HELD AT SANTA BARBARA FOUNDATION 618715 618715 PART V, LINE 4: THE WOMEN'S FUND ENDOWMENT WAS CREATED TO ENSURE THE SUSTAINABILITY OF OUR ORGANIZATION AS OUR MEMBERSHIP GROWS AND OUR OUTREACH EXPANDS. IT IS INTENDED TO PROVIDE A PERMANENT SOURCE OF FUNDING TO SUPPORT OUR MISSION: IMPROVING THE LIVES OF WOMEN, CHILDREN, AND FAMILIES IN SOUTH SANTA BARBARA COUNTY. 1 2ND STORY ASSOCIATES 808 LAGUNA STREET SANTA BARBARA CA 93101 260417729 501(C)(3) 50000 0 FURNISHINGS FOR PERMANENT SUPPORTIVE HOUSING ALPHA RESOURCE CENTER OF SANTA BARBARA 4501 CATHEDRAL OAKS ROAD SANTA BARBARA CA 93110 951966996 501(C)(3) 140000 0 AIR CONDITIONING AND AUTOMATED DOORS ALZHEIMER'S ASSOCIATION CALIFORNIA CENTRAL COAST CHAPTER 1528 CHAPALA STREET SUITE 204 SANTA BARBARA CA 93101 133039601 501(C)(3) 30000 0 ALZHEIMERS EDUCATION AND SUPPORT FOR LATINO FAMILIES FAMILY SERVICE AGENCY 123 W GUTIERREZ STREET SANTA BARBARA CA 93101 951644031 501(C)(3) 100000 0 COMMUNITY MENTAL HEALTH NAVIGATOR PILOT PROGRAM FOOD FROM THE HEART OF SANTA BARBARA 909 N LA CUMBRE ROAD SANTA BARBARA CA 93110 562334859 501(C)(3) 75000 0 TRUCK TO COLLECT AND DISTRIBUTE PRODUCE HILLSIDE HOUSE SANTA BARBARA 1235 VERONICA SPRINGS ROAD SANTA BARBARA CA 93105 951816019 501(C)(3) 100000 0 ADAPTIVE VAN TO ACCOMMODATE WHEELCHAIRS INDEPENDENT LIVING RESOURCE CENTER 423 W VICTORIA STREET SANTA BARBARA CA 93101 953255012 501(C)(3) 100000 0 INDEPENDENT LIVING SUPPORT FOR YOUTH WITH DISABILITIES LEGAL AID FOUNDATION OF SANTA BARBARA 301 E CANON PERDIDO STREET SANTA BARBARA CA 93101 952112634 501(C)(3) 100000 0 LEGAL SERVICES FOR SURVIVORS OF INTIMATE PARTNER VIOLENCE SANTA BARBARA COUNTY IMMIGRANT LEGAL DEFENSE CENTER 1136 E MONTECITO STREET SANTA BARBARA CA 93103 320549576 501(C)(3) 130000 0 CASE MANAGEMENT FOR UNACCOMPANIED IMMIGRANT CHILDREN ST VINCENT'S SANTA BARBARA 4200 CALLE REAL SANTA BARBARA CA 93110 951643367 501(C)(3) 100000 0 PEER SUPPORT SPECIALIST FOR HOMELESS MOTHERS 10 0 PART I, LINE 2: AGENCIES RECEIVING GRANTS ARE REQUIRED TO PROVIDE MID-YEAR AND YEAR-END REPORTS ON HOW THEY USED THE FUNDS AND THE IMPACT THE WOMEN'S FUND GRANT HAD ON THE AGENCY AND ITS CLIENTS. THE AGENCIES ALSO AGREE TO PARTICIPATE IN THE WOMEN'S FUND GRANTS IN ACTION PROGRAM, ENABLING MEMBERS TO SEE OR HEAR ABOUT THE OUTCOMES DIRECTLY THROUGH SITE VISITS AND EDUCATIONAL FORUMS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE WOMEN'S FUND REVIEWED THE FORM 990 PRIOR TO FILING THE FORM WITH THE IRS. IN ADDITION, PRIOR TO FILING THE 990, A COPY OF THE FORM WAS DISTRIBUTED TO EACH VOTING MEMBER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD AND COMMITTEE MEMBERS REVIEW THE CONFLICT-OF-INTEREST POLICY AND COMPLETE A CONFLICT-OF-INTEREST FORM ANNUALLY. COMMITTEE MEMBERS AND BOARD MEMBERS RECUSE THEMSELVES BEFORE ACTIONS ARE TAKEN DURING MEETINGS IF THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 WOMEN'S FUND FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WOMEN'S FUND WEBSITE AND UPON REQUEST. ARTICLES OF INCORPORATION, BY-LAWS, AND OTHER POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF AGENCY ENDOWMENT HELD AT SANTA BARBARA FOUNDATION 76,778.