Totals
- Total revenue
- $300,564
- Total expenses
- $531,142
- Contributions and grants received
- $133,130
- Grants paid
- $389,959
- Program service revenue
- $0
- Investment income
- $159,812
- Other revenue
- $7,622
- Total assets, end of year
- $5,041,627
- Total liabilities, end of year
- $1,266
- Net assets or fund balances, end of year
- $5,040,361
- Program services expenses (Part IX)
- $389,959
- Management and general expenses
- $140,816
- Fundraising expenses
- $367
- Program service expenses (Part III)
- $389,959
Program services were 73.4% 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
$133,130
-
3 · Investment income
total $143,681 · excluded $143,681
-
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 $1,410,558
-
7b · Less cost or other basis and sales expenses
securities $1,394,427
-
7c · Gain or loss
securities $16,131
-
7d · Net gain or loss
total $16,131 · related or exempt $16,131
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: CHAMPIONS OF THE VALLEY
total $7,622 · related or exempt $7,622
-
11e · Other revenue, total
$7,622
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $334,400 · program services $334,400
-
2 · Grants to domestic individuals
total $55,559 · program services $55,559
-
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 $11,245 · management and general $11,245
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $38,599 · management and general $38,599
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $4,444 · management and general $4,444
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $16,100 · management and general $16,100
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $28,323 · management and general $28,323
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $8,751 · management and general $8,751
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $14,768 · management and general $14,768
-
17 · Travel
total $376 · management and general $376
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $371 · management and general $371
-
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 $2,916 · management and general $2,916
-
24a · Other expenses: BOOKKEEPER
total $3,955 · management and general $3,955
-
24b · Other expenses: INTERNET COSTS
total $2,959 · management and general $2,959
-
24c · Other expenses: BANK CHARGES
total $2,298 · management and general $2,298
-
24d · Other expenses: UTILITIES
total $1,749 · management and general $1,749
-
24e · All other expenses
total $2,805 · management and general $2,438 · fundraising $367
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $424,439 · end of year $325,183
-
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
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$40,174
-
10b · Land, buildings and equipment: accumulated depreciation
$27,336
-
10c · Land, buildings and equipment, net
beginning of year $14,362 · end of year $12,838
-
11 · Investments: publicly traded securities
beginning of year $4,830,453 · end of year $4,701,306
-
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 $615 · end of year $1,266
-
27 · Net assets without donor restrictions
beginning of year $3,097,027 · end of year $3,025,340
-
28 · Net assets with donor restrictions
beginning of year $2,173,912 · end of year $2,015,021
Mission and programs · 2023
Mission
THE SANTA YNEZ VALLEY FOUNDATION PARTNERS WITH THE COMMUNITY TO ENHANCE THE QUALITY OF LIFE IN THE SANTA YNEZ VALLEY AND LOS ALAMOS.
-
DURING THE YEAR ENDING JUNE 30, 2024 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 49 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 SANTA YNEZ VALLEY FOUNDATION PARTNERS WITH THE COMMUNITY TO ENHANCE THE QUALITY OF LIFE IN THE SANTA YNEZ VALLEY AND LOS ALAMOS.
Expenses $389,959 · Grants $389,959
As filed on the 2023 return.
Listed in Part VII
-
Anne ChristiansenANNE CHRISTIANSEN
SECRETARY
- Total calculated
- $11,245
- From this org
- $11,245
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
Schedule J breakdown matched by us
- Base
- $11,245
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $11,245
-
Morgan HalmeMORGAN HALME
Vice President
- Total calculated
- $0
- Hours/week
- 0
-
Verva EnochVERVA ENOCH
Treasurer/Secre
- Total calculated
- $0
- Hours/week
- 0
-
Hayley FirestoneHAYLEY FIRESTONE
Director
- Total calculated
- $0
- Hours/week
- 0
-
Barbara AndersonBARBARA ANDERSON
Director
- Total calculated
- $0
- Hours/week
- 0
-
Michael NicolaMICHAEL NICOLA
Director
- Total calculated
- $0
- Hours/week
- 0
-
Michael GrenierMICHAEL GRENIER
Director
- Total calculated
- $0
- Hours/week
- 0
-
Spencer K TurnbullSPENCER K TURNBULL
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
SYV SENIOR CITIZENS FOUNDATION
$58,300
MEALS ON WHEELS AND LUNCH PROGRAM
-
$35,000
CAPITAL CAMPAIGN
-
$25,000
DONOR DESIGNATED FUND GRANT
-
$20,000
CAPITAL CAMPAIGN AND DONOR DESIG.
-
$19,500
DONOR DESIGNATED FUND GRANT
-
$17,000
FOOD PROGRAM SUPPORT
-
$12,000
DONOR DESIGNATED FUND GRANT
-
$10,000
DONOR DESIGNATED FUND GRANT
-
$10,000
DONOR DESIGNATED FUND GRANT
-
$9,000
DONOR DESIGNATED FUND GRANT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423479349301237
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.