Totals
- Total revenue
- $771,088
- Total expenses
- $413,022
- Contributions and grants received
- $680,775
- Grants paid
- $272,376
- Program service revenue
- $0
- Investment income
- $90,313
- Other revenue
- $0
- Total assets, end of year
- $5,271,554
- Total liabilities, end of year
- $615
- Net assets or fund balances, end of year
- $5,270,939
- Program services expenses (Part IX)
- $272,376
- Management and general expenses
- $137,422
- Fundraising expenses
- $3,224
- Program service expenses (Part III)
- $272,376
Program services were 65.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$680,775
-
1g · Noncash contributions included above
$404,834
-
3 · Investment income
total $119,863 · excluded $119,863
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $789,467
-
7b · Less cost or other basis and sales expenses
securities $819,017
-
7c · Gain or loss
securities -$29,550
-
7d · Net gain or loss
total -$29,550 · related or exempt -$29,550
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $208,700 · program services $208,700
-
2 · Grants to domestic individuals
total $63,676 · program services $63,676
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $50,310 · management and general $50,310
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $4,631 · management and general $4,631
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $19,340 · management and general $19,340
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $24,642 · management and general $24,642
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $5,844 · management and general $5,844
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $15,386 · management and general $15,386
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $5,441 · management and general $5,441
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $1,524 · management and general $1,524
-
23 · Insurance
total $2,638 · management and general $2,638
-
24a · Other expenses: FUND RAISING
total $3,224 · fundraising $3,224
-
24b · Other expenses: TELEPHONE AND INTERNET
total $2,231 · management and general $2,231
-
24c · Other expenses: INTERNET COSTS
total $1,550 · management and general $1,550
-
24d · Other expenses: UTILITIES
total $1,423 · management and general $1,423
-
24e · All other expenses
total $2,462 · management and general $2,462
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $454,743 · end of year $424,439
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $1,815 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$40,174
-
10b · Land, buildings and equipment: accumulated depreciation
$25,812
-
10c · Land, buildings and equipment, net
beginning of year $15,886 · end of year $14,362
-
11 · Investments: publicly traded securities
beginning of year $4,440,003 · end of year $4,830,453
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $2,300 · end of year $2,300
-
17 · Accounts payable and accrued expenses
beginning of year $1,874 · end of year $615
-
27 · Net assets without donor restrictions
beginning of year $3,072,569 · end of year $3,097,027
-
28 · Net assets with donor restrictions
beginning of year $1,840,304 · end of year $2,173,912
Mission and programs · 2022
Mission
GRANT MAKING TO NONPROFIT ORGANIZATIONS IN THE SANTA YNEZ VALLEY AND LOS ALAMOS. PROVIDE SCHOLARSHIPS TO STUDENTS FROM THE SANTA YNEZ VALLEY AND LOS ALAMOS.
-
DURING THE YEAR ENDING JUNE 30, 2022 GRANTS WERE MADE TO VARIOUS NONPROFIT ORGANIZATIONS TO BE USED IN THE SANTA YNEZ VALLEY AND LOS ALAMOS VALLEY OF SANTA BARBARA COUNTY, CALIFORNIA. IN ADDITION 37 STUDENTS OF THE SAME COMMUNITIES WERE AWARDED SCHOLARSHIPS.EACH YEAR THE FOUNDATION BOARD OF DIRECTORS APPROVES A BUDGET BASED ON 5% OF THE NET ASSET BALANCE AT THE END OF THE PREVIOUS YEAR.THE FOUNDATION SEEKS ADDITIONAL ENDOWMENT FUNDS FROM THE LOCAL PUBLIC AS THE COMMUNITY NEED GROWS SO THAT IT CAN FULFILL THE MISSION. THE MISSION OF THE SANTA YNEZ VALLEY FOUNDATION IS:The Valley Foundation works to improve the lives of people in the Santa Ynez Valley and Los Alamos by investing in programs that feed the poor, promote health, nurture seniors, challenge our youth and inspire the community to make a difference. With the help of caring supporters the Foundation also builds permanent funds to enhance the quality of life now and in the future.
Expenses $272,376 · Grants $272,376
As filed on the 2022 return.
Listed in Part VII
-
Anne ChristensenANNE CHRISTENSEN
Secretary
- Total calculated
- $50,310
- From this org
- $50,310
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
Morgan HalmeMORGAN HALME
Director
- Total calculated
- $0
- Hours/week
- 0
-
Alfonso GonzalezALFONSO GONZALEZ
Director
- Total calculated
- $0
- Hours/week
- 0
-
Verva EnochVERVA ENOCH
Treasurer
- Total calculated
- $0
- Hours/week
- 0
-
Tresha SellTRESHA SELL
Director
- Total calculated
- $0
- Hours/week
- 0
-
Michael GrenierMICHAEL GRENIER
Director
- Total calculated
- $0
- Hours/week
- 0
-
Hayley FirestoneHAYLEY FIRESTONE
Director
- Total calculated
- $0
- Hours/week
- 0
-
Chris UrquidezCHRIS URQUIDEZ
Director
- Total calculated
- $0
- Hours/week
- 0
-
Jon HootenJON HOOTEN
Director
- Total calculated
- $0
- Hours/week
- 0
-
Debbie JonesDEBBIE JONES
President
- Total calculated
- $0
- Hours/week
- 0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$30,000
CAPITAL CAMPAIGN
-
SYV SENIOR CITIZENS FOUNDATION
$25,000
MEALS ON WHEELS AND LUNCH PROGRAM
-
$20,000
CAPITAL CAMPAIGN AND DONOR DESIG.
-
$8,000
PROMISE PROGRAM AND SCHOLARSHIP
-
$7,500
MEALS ON WHEELS AND TRANSPORTATION
-
FOOD PROGRAM SUPPORT
-
$7,500
LIFE ENRICHMENT DAY PROGRAM
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 18 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400249349301705
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