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Nonprofiteer
← MONTECITO COMMUNITY FOUNDATION

Form 990 for tax year 2025

Filed by MONTECITO COMMUNITY FOUNDATION.

Totals

Total revenue
$395,773
Total expenses
$308,548
Contributions and grants received
$199,207
Grants paid
$189,965
Program service revenue
$0
Investment income
$33,958
Other revenue
$162,608
Total assets, end of year
$1,699,919
Total liabilities, end of year
$24,092
Net assets or fund balances, end of year
$1,675,827
Program services expenses (Part IX)
$283,773
Management and general expenses
$17,651
Fundraising expenses
$7,124
Program service expenses (Part III)
$283,773

Program services were 92.0% 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

    $199,207

  • 1g · Noncash contributions included above

    $5,072

  • 3 · Investment income

    total $27,623 · excluded $27,623

  • 6a · Gross rents

    real property $162,608

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $162,608

  • 6d · Net rental income or loss

    total $162,608 · excluded $162,608

  • 7a · Gross sales of assets other than inventory

    securities $138,176

  • 7b · Less cost or other basis and sales expenses

    securities $131,841

  • 7c · Gain or loss

    securities $6,335

  • 7d · Net gain or loss

    total $6,335 · excluded $6,335

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $189,965 · program services $189,965

  • 11c · Fees: accounting

    total $4,350 · management and general $4,350

  • 11f · Fees: investment management

    total $3,946 · management and general $3,946

  • 11g · Fees: other

    total $4,900 · management and general $4,900

  • 12 · Advertising and promotion

    total $7,124 · fundraising $7,124

  • 13 · Office expenses

    total $2,765 · management and general $2,765

  • 23 · Insurance

    total $1,690 · management and general $1,690

  • 24a · Other expenses: MANNING PARK VOLLEYBALL

    total $93,625 · program services $93,625

  • 24b · Other expenses: OTHER DIRECT PROGRAM

    total $183 · program services $183

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $30,298 · end of year $90,006

  • 10a · Land, buildings and equipment: cost or other basis

    $655,209

  • 10c · Land, buildings and equipment, net

    beginning of year $655,209 · end of year $655,209

  • 11 · Investments: publicly traded securities

    beginning of year $544,562 · end of year $532,431

  • 12 · Investments: other securities

    beginning of year $333,236 · end of year $422,273

  • 19 · Deferred revenue

    beginning of year $26,600 · end of year $24,092

  • 27 · Net assets without donor restrictions

    beginning of year $1,492,917 · end of year $1,636,063

  • 28 · Net assets with donor restrictions

    beginning of year $43,788 · end of year $39,764

Mission and programs · 2025

Mission

THE PURPOSE OF THE MONTECITO COMMUNITY FOUNDATION IS TO SUPPORT A STRONG MONTECITO COMMUNITY AND SERVE AS A RESOURCE FOR PHILANTHROPY.

Activities or mission (Part I)

TO SUPPORT A STRONG MONTECITO COMMUNITY AND SERVE AS A RESOURCE FOR PHILANTHROPY.

  • GRANTS ARE PROVIDED FOR PROJECTS AND PROGRAMS THAT PROMOTE THE GENERAL WELFARE AND GOOD OF THE MONTECITO COMMUNITY. BY THE TERMS OF ITS FOUNDING DOCUMENTS, THE MONTECITO COMMUNITY FOUNDATION CONFINES ITS SUPPORT TO PROJECTS LOCATED IN MONTECITO WHICH IS DEFINED AS WITHIN THE BOUNDARIES OF THE MONTECITO FIRE PROTECTION DISTRICT, AND IMMEDIATELY ADJACENT AREAS.AREAS IN WHICH WE PROVIDE GRANTS INCLUDE:PROJECTS WHICH PROMOTE PUBLIC SAFETY AND PROPERTY PROTECTION, SUCH AS TRAFFIC IMPROVEMENTS, FIRE PROTECTION, FLOOD CONTROL, AND EARTHQUAKE AND DISASTER PREPAREDNESS.PROJECTS AND EVENTS WHICH FOSTER THE COMMUNITY AND SPIRIT OF MONTECITO, SUCH AS COMMUNITY CELEBRATIONS, EVENTS HONORING INDIVIDUALS OR GROUPS FOR IMPROVING OUR COMMUNITY AND EVENTS WHICH ENCOURAGE GREATER COMMUNITY INVOLVEMENT.ACTIVITIES WHICH INFORM RESIDENTS OF MONTECITO ON LOCAL AND OTHER MATTERS, SUCH AS PUBLIC FORUMS ON MATTERS OF CURRENT INTEREST OR CONCERN, LIBRARY RESOURCES, AND OTHER PUBLIC RESOURCE INFORMATION SERVICES.BEAUTIFICATION AND IMPROVEMENT OF OUR PUBLIC ROADS, PARKS, LOCAL GOVERNMENT PROPERTIES, AND OTHER PUBLIC PLACES.IMPROVEMENT AND, OCCASIONALLY, ACQUISITION OF RECREATIONAL FACILITIES, SUCH AS PARKS, OPEN SPACES, BEACH-SIDE ENTRANCES, TRAIL HEADS, AND TRAILS.MAINTENANCE AND PRESERVATION OF OUR COMMUNITY, SUCH AS COMMUNITY CLEAN-UP DAYS OF THE ROADSIDES AND OTHER PUBLIC PLACES.ASSISTING LOCAL GOVERNMENTAL ENTITIES WITH CAPITAL PROJECTS AND OTHER UNIQUE NEEDS.

    Expenses $283,773 · Grants $189,965

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ruth Green

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Cynthia Withers MD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Chana Jackson

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Hugh Boss

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • George Isaac

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • George Ittner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Alixe Mattingly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jason Siemens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Atanas Ivanov

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert Riskin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steve Hicks

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Vicki Hazard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2025
Filed
25 August 2026
IRS schema version
2025v4.2
Source object
202602429349300505

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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