Nonprofit · EIN 95-1866094
SANTA BARBARA FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $121,575,886 | $120,022,004 | $1,553,882 | $503,570,797 | $33,244,347 | $470,326,450 |
| December 31, 2023 | 990 | $37,810,274 | $35,776,166 | $2,034,108 | $474,773,392 | $37,619,687 | $437,153,705 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $104,034,034
- of which government grants
- $1,296,844
- Program service revenue
- $741,527
- Investment income
- $16,931,249
- Net rental income
- -$156,118
- Net gain from sales of assets
- $6,859,507
- Net income from fundraising events
- -$32,959
- Other revenue
- -$130,924
Expenses
- Grants and similar amounts paid
- $109,030,325
- Compensation of officers, directors and key employees
- $895,769
- Other salaries and wages
- $3,811,502
- Salaries, compensation and benefits (total)
- $6,004,592
- Professional fundraising fees
- $0
- Legal fees
- $30,791
- Accounting fees
- $194,766
- Occupancy
- $260,661
- Depreciation
- $203,135
- Program services (functional)
- $114,177,695
- Management and general (functional)
- $3,502,356
- Fundraising (functional)
- $2,341,953
Balance sheet and other
- Total assets, start of year
- $474,773,392
- Total assets, end of year
- $503,570,797
- Total liabilities, end of year
- $33,244,347
- Net assets, end of year
- $470,326,450
- Land, buildings and equipment
- $11,933,985
- Publicly traded securities
- $162,117,698
- Net assets without donor restrictions
- $315,455,443
- Net assets with donor restrictions
- $154,871,007
- Gross unrelated business income
- -$435,856
- Gross receipts
- $275,047,472
- Employees
- 48
- Volunteers
- 150
- Year formed
- 1928
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JACQUELINE CARRERA | PRESIDENT & CEO Officer | 40 | $457,442 | $83,862 |
| TODD YUBA | VP, FINANCE & ADMINISTRATION Officer | 40 | $297,791 | $56,674 |
| TAMMY SIMS JOHNSON | VP, PHILANTHROPIC SERVICES Highest-paid employee | 40 | $214,255 | $59,611 |
| ELIZABETH THASIAH | VP, PROGRAMS Highest-paid employee | 40 | $224,387 | $42,236 |
| JANET MOCKER | SENIOR DIRECTOR OF FINANCE Highest-paid employee | 40 | $187,271 | $47,424 |
| JESSICA SANCHEZ | SENIOR DIRECTOR OF DONOR RELATIONS Highest-paid employee | 40 | $144,202 | $39,644 |
| JENNY KEARNS | SENIOR DIRECTOR OF GRANTMAKING Highest-paid employee | 40 | $137,695 | $28,381 |
| MATT ROWE | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| STEPHEN HICKS | CHAIR EMERITUS Trustee or director, Officer | 2 | $0 | $0 |
| ANGEL ISCOVICH | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| DANNA MCGREW | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| MICHAEL PFAU | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| GEORGE ADAM | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALEXANDRA ALLEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PHIL ALVARADO | TRUSTEE Trustee or director | 2 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD BESWICK | TRUSTEE Trustee or director | 2 | $0 |
| PAMELA GANN | TRUSTEE Trustee or director | 2 | $0 |
| RAFAEL GONZALEZ | TRUSTEE Trustee or director | 2 | $0 |
| KIAH JORDAN | TRUSTEE Trustee or director | 2 | $0 |
| PAMELA MACAL | TRUSTEE Trustee or director | 2 | $0 |
| LOIS MITCHELL | TRUSTEE Trustee or director | 2 | $0 |
| ROBERT NAKASONE | TRUSTEE Trustee or director | 2 | $0 |
| ERNESTO PAREDES | TRUSTEE Trustee or director | 2 | $0 |
| SUSAN RICHARDS | TRUSTEE Trustee or director | 2 | $0 |
| LYNN SCARLETT | TRUSTEE Trustee or director | 2 | $0 |
| ALEX SIMAS | TRUSTEE Trustee or director | 2 | $0 |
| TRACY STOUFFER | TRUSTEE Trustee or director | 2 | $0 |
| ZOHAR ZIV | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JACQUELINE CARRERA | PRESIDENT & CEO Officer | 40 | $401,076 | $81,727 |
| TODD YUBA | VP, FINANCE & ADMINISTRATION Officer | 40 | $266,785 | $50,186 |
| TAMMY SIMS JOHNSON | VP, PHILANTHROPIC SERVICES Highest-paid employee | 40 | $194,520 | $47,337 |
| JANET MOCKER | SENIOR DIRECTOR OF FINANCE Highest-paid employee | 40 | $171,472 | $42,260 |
| RUBAYI ESTES | VP, PROGRAMS Highest-paid employee | 40 | $140,900 | $29,595 |
| JENNY KEARNS | DIRECTOR OF GRANTMAKING Highest-paid employee | 40 | $119,513 | $21,533 |
| CELINE DELPOUX | DIRECTOR OF ACCOUNTING Highest-paid employee | 40 | $117,661 | $20,521 |
| STEPHEN HICKS | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| MATT ROWE | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| GINGER SALAZAR | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| DANNA MCGREW | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| ANGEL ISCOVICH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAMELA MACAL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ROBERT NAKASONE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ERNESTO PAREDES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MICHAEL PFAU | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SUSAN RICHARDS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES ROGERS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LYNN SCARLETT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALEX SIMAS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TRACY STOUFFER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ZOHAR ZIV | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PHIL ALVARADO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RICHARD BESWICK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RANDALL DAY THRU 0923 | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAMELA GANN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RAFAEL GONZALEZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1111 CHAPALA ST STE 200, SANTA BARBARA, CA 93101-3100
- Principal officer (990 for 2024)
- JACQUELINE CARRERA, 1111 CHAPALA ST STE 200, SANTA BARBARA, CA 931013100
- Signed the 990
- JACQUELINE CARRERA, PRESIDENT & CEO
- Phone
- (805) 963-1873
- Website
- WWW.SBFOUNDATION.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-1866094 or by the name SANTA BARBARA FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE MISSION OF THE SANTA BARBARA FOUNDATION (SBF) IS TO MOBILIZE COLLECTIVE WISDOM AND PHILANTHROPIC CAPITAL TO BUILD EMPATHETIC, INCLUSIVE AND RESILIENT COMMUNITIES.
Program accomplishments
- SBF SERVES THE ENTIRE COUNTY OF SANTA BARBARA, FUNDING A WIDE RANGE OF INITIATIVES, PROJECTS AND ORGANIZATIONS. IN 2024, SBF AWARDED OVER 2,000 GRANTS TO NONPROFIT ORGANIZATIONS. GRANTS ARE MADE THROUGH SBF FROM VARIOUS TYPES OF FUNDS, INCLUDING: DONOR ADVISED FUNDS, DONOR DESIGNATED FUNDS AND FIELD OF INTEREST FUNDS. DISCRETIONARY GRANTS, TOTALING OVER $6 MILLION IN 2024, ARE SUPPORTED BY SBF'S UNRESTRICTED ENDOWMENT INCOME AND ARE AWARDED WITH THE APPROVAL OF THE BOARD OF TRUSTEES BASED ON RECOMMENDATIONS OF SBF STAFF FOLLOWING A RIGOROUS PROCESS OF RESEARCH, DUE DILIGENCE, PLANNING AND EVALUATION.Expenses $111,407,385 · grants $106,516,125 · revenue $741,527
- SBF PROVIDED FUNDING OF OVER $1 MILLION IN 2024 TO LOCAL NONPROFIT ORGANIZATIONS PROVIDING SERVICES IN THE AREAS OF BEHAVIORAL HEALTH, HEALTH CARE, FOOD, AND SHELTER & SAFETY THOROUGH ITS COMMUNITY GRANTS PROGRAMS.Expenses $1,369,068 · grants $1,242,500
- SBF PROVIDED FUNDING OF OVER $1 MILLION IN 2024 TO THE SCHOLARSHIP FOUNDATION OF SANTA BARBARA FOR STUDENT AID. THROUGH THIS COLLABORATION OVER 150 STUDENTS OF SANTA BARBARA COUNTY RECEIVED SCHOLARSHIP AWARDS.Expenses $1,401,242 · grants $1,271,700
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-1866094
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1938
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $503,570,797
- Income (IRS master file)
- $275,047,472
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $121,575,886 | $120,022,004 | $503,570,797 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $37,810,274 | $35,776,166 | $474,773,392 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $65,112,090 | $34,018,312 | $439,373,124 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-1866094).
Questions about SANTA BARBARA FOUNDATION
- What is the EIN of SANTA BARBARA FOUNDATION?
- The employer identification number (EIN) of SANTA BARBARA FOUNDATION is 95-1866094.
- Is SANTA BARBARA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to SANTA BARBARA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA BARBARA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SANTA BARBARA FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANTA BARBARA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SANTA BARBARA FOUNDATION?
- The 990 for the year ended December 31, 2024 names JACQUELINE CARRERA.
- Who are the officers and directors of SANTA BARBARA FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 28 people; 7 received compensation from the organization, the highest $457,442 (JACQUELINE CARRERA, PRESIDENT & CEO).
- How much revenue does SANTA BARBARA FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $121,575,886, expenses of $120,022,004 and total assets of $503,570,797 at year end.
Other nonprofits in SANTA BARBARA
- WYATT FAMILY FOUNDATION EIN 93-1503406 · last filed 990 for 2024
- THE JOHN C MITHUN FOUNDATION EIN 45-4228213 · last filed 990-PF for 2025
- WOOD-CLAEYSSENS FOUNDATION EIN 32-0341358 · last filed 990-PF for 2025
- LACENTRA-SUMERLIN FOUNDATION EIN 77-0416683 · last filed 990-PF for 2024
- HUTTON FOUNDATION A DELAWARE CORP EIN 33-0779894 · last filed 990-PF for 2024
- STONE FAMILY FOUNDATION EIN 84-1549096 · last filed 990-PF for 2025
- CENTER FOR RADICAL FUTURES EIN 92-1903613 · last filed 990-PF for 2024
- BALAY KO FOUNDATION EIN 87-3998943 · last filed 990-PF for 2025
All nonprofits in SANTA BARBARA · California · Philanthropy, voluntarism and grantmaking foundations