2025-04-07T21:45:35-05:00 2024-12-31 TRAVIS J WILSON CPA CFP POST OFFICE BOX 22807 SANTA BARBARA CA 93121 990 2024-01-01 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 2025-04-07 1 1 TRAVIS J WILSON P00544237 8054527830 X 2024 2025-03-06 01:10:19Z JAMIE DUFEK 133 E DE LA GUERRA STREET 15 SANTA BARBARA CA 93101 1459107 0 X WWW.WOMENSFUNDSB.ORG X 2018 CA THE WOMEN'S FUND OF SANTA BARBARA IS A VOLUNTEER-LED COLLECTIVE DONOR ORGANIZATION. 17 17 0 267 0 0 1281932 1410125 0 0 30863 48982 0 0 1312795 1459107 925000 1125000 0 0 0 0 0 0 21097 111032 123823 1036032 1248823 276763 210284 2215810 2369078 276790 158966 1939020 2210112 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.THE WOMEN'S FUND CELEBRATED ITS 20TH ANNIVERSARY YEAR IN 2024. SINCE INCEPTION, THE WOMEN'S FUND HAS GROWN TO MORE THAN 1,400 MEMBERS, DISTRIBUTING GRANTS OF MORE THAN $11.6 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 1128226 1125000 IN MAY 2024, THE WOMEN'S FUND AWARDED $1,125,000 IN GRANTS TO 10 NONPROFIT AGENCIES, FUNDED BY DONATIONS RECEIVED IN 2023. 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 2024 GRANTS AND OUR PROCEDURES TO MONITOR THE USE OF THE GRANT FUNDS. 49179 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 2024, THE WOMEN'S FUND HELD A VIRTUAL BALLOT REVIEW MEETING ATTENDED BY 378 MEMBERS AND GATHERED 362 ATTENDEES IN PERSON FOR ITS ANNUAL CELEBRATION OF GRANTS. IN ADDITION, IT PRODUCED 2 IN-PERSON EDUCATION EVENTS ATTENDED BY 79 PEOPLE, AND HELD VARIOUS OTHER MEMBER EVENTS THROUGHOUT THE YEAR TOTALING 246 ATTENDEES. 1177405 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 17 17 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 16.00 X X 0 0 0 SABINA WHITE SECRETARY 5.00 X X 0 0 0 MARY BROWN MEMBERSHIP COMMITTEE 8.00 X 0 0 0 ROBERTA COLLIER EDUCATIONAL EVENTS CO-CHAIR 15.00 X 0 0 0 SARAH DE TAGYOS COMMUNICATIONS COMMITTEE 25.00 X 0 0 0 NANCY HARTER GOVERNANCE CHAIR 8.00 X 0 0 0 YONIE HARRIS RESEARCH CHAIR 20.00 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 VICE-CHAIR 12.00 X 0 0 0 LYNN KARLSON ENDOWMENT CHAIR 12.00 X 0 0 0 KERRY PARKER COMMUNICATIONS CO-CHAIR 15.00 X 0 0 0 LINDA PUTNAM GROUP CAPTAIN 3.00 X 0 0 0 SUZI SCHOMER ENDOWMENT COMMITTEE 2.00 X 0 0 0 LAUREN TRUJILLO MEMBERSHIP CHAIR 15.00 X 0 0 0 LAUREL TUMBLER TECHNOLOGY CHAIR 30.00 X 0 0 0 0 0 0 0 0 0 0 0 1410125 14811 1410125 48982 48982 1459107 0 0 48982 1125000 1125000 150 150 18456 1000 17456 15258 8919 2150 4189 12965 3934 5817 3214 21240 12469 5021 3750 1280 1280 EVENT EXPENSES 36347 26083 320 9944 BANK & CREDIT CARD FEES 18127 18127 1248823 1177405 50321 21097 91671 114035 1499674 1498290 2750 6925 3000 9755 618715 740073 2215810 2369078 7040 6216 265000 150000 4750 2750 276790 158966 X 1379493 1536784 559527 673328 1939020 2210112 2215810 2369078 X 210284 60808 X 0 0 0 X 874307 1013187 1053612 1281932 1410125 5633163 874307 1013187 1053612 1281932 1410125 5633163 5633163 3287 7069 7218 30863 48982 97419 5730582 0.98300 0.99080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 618715 60550 60808 740073 498987 42950 76778 618715 562813 21271 -85097 498987 489735 25742 47336 562813 412721 25000 52014 489735 1 0 0 AGENCY FUND HELD AT SANTA BARBARA FOUNDATION 740073 740073 PART V, LINE 4: THE WOMEN'S FUND ENDOWMENT WAS CREATED TO SUPPORT THE MISSION OF THE WOMEN'S FUND OF SANTA BARBARA BY CONTRIBUTING TO THE FINANCIAL HEALTH OF THE ORGANIZATION AND HELPING TO SUSTAIN A GROWING GRANTS POOL OVER TIME. 1 CADA - COUNCIL ON ALCOHOLISM AND DRUG ABUSE 232 E CANON PERDIDO STPO BOX 28 SANTA BARBARA CA 93102 951878858 501(C)(3) 100000 0 VEHICLES FOR SUBSTANCE USE DISORDER SERVICES CASA PACIFICA 120 CREMONA SUITE 220 GOLETA CA 93117 770195022 501(C)(3) 90000 0 EXPANSION OF MOBILE YOUTH CRISIS SERVICES CITY NET 4508 ATLANTIC AVE SUITE 292 LONG BEACH CA 90807 571162424 501(C)(3) 100000 0 MOBILE SAFE SPACE FOR HOMELESS WOMEN DIGNITYMOVES 800 MIRAMONTE DR SUITE 100 SANTA BARBARA CA 93109 871111468 501(C)(3) 125000 0 CHILD-CARE CENTER AT THE FAMILY VILLAGE DOCTORS WITHOUT WALLS - SANTA BARBARA STREET MEDICINE 220 W CANON PERDIDO SUITE 3 SANTA BARBARA CA 93101 331210731 501(C)(3) 100000 0 INTENSIVE CASE MANAGEMENT FOR HOMELESS CLIENTS LEAP LISTEN ENGAGE ADVOCATE PARTNER PO BOX 1332 GOLETA CA 93116 953007419 501(C)(3) 120000 0 GAP FUNDING FOR CHILD-CARE PROGRAM PATHPOINT 315 W HALEY ST SUITE 202 SANTA BARBARA CA 93101 952371668 501(C)(3) 105000 0 SHOWER INSTALLATION FOR BEHAVIORAL HEALTH PROPERTIES SANTA BARBARA POLICE ACTIVITIES LEAGUE 1235 CHAPALA SANTA BARBARA CA 93101 770523426 501(C)(3) 110000 0 RENOVATION OF TEEN CENTER SB ACT - SANTA BARBARA ALLIANCE FOR COMMUNITY TRANSFORMATION PO BOX 217 SANTA BARBARA CA 93102 462832064 501(C)(3) 200000 0 STAFF AND SUPPLIES FOR PERMANENT HOMELESSNESS NAVIGATION CENTER UNITY SHOPPE 1209 STATE ST SANTA BARBARA CA 93101 770391064 501(C)(3) 75000 0 PURCHASE AND STOCKING OF REFRIGERATION UNITS 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 FORM 990 PRIOR TO FILING THE FORM WITH THE IRS. IN ADDITION, PRIOR TO FILING THE 990, A COPY OF FORM 990 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 RESULTS AND FORM 990 ARE AVAILABLE ON THE WOMEN'S FUND WEBSITE AND UPON REQUEST. ARTICLES OF INCORPORATION, BY-LAWS, AND IRS DETERMINATION LETTER ARE AVAILABLE ON THE WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF AGENCY ENDOWMENT HELD AT SANTA BARBARA FOUNDATION 60,808.