2023-10-31T19:00:53-05:00 2022-12-31 872704504 M&G PARTNERS LLP 5210 LEWIS ROAD SUITE 10 AGOURA HILLS CA 91301 990 2022-01-01 954187832 SANTA MONICA MOUNTAINS FUND SANT 8053702341 401 W HILLCREST DRIVE THOUSAND OAKS CA 913604233 DEANNA ARMBRUSTER COO 8053702341 2023-10-31 1 DEANNA ARMBRUSTER 999009999 0 MARIETES MACARAYA CPA P00568558 8055268355 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X CHARLOTTE F PARRY 401 W HILLCREST DRIVE THOUSAND OAKS CA 913604233 1259339 0 X WWW.SAMOFUND.ORG X 1988 CA THE SANTA MONICA MOUNTAINS FUND (THE FUND) WORKS TO PROTECT AND ENCOURAGE APPRECIATION AND UNDERSTANDING OF THE SANTA MONICA MOUNTAINS NATIONAL RECREATION AREA. THE FUND ACHIEVES THIS BY SUPPORTING NATIONAL PARK SERVICE (NPS) EFFORTS IN EDUCATION PROGRAMS, WILDLIFE RESEARCH AND PROTECTION, TRAILS AND HABITAT RESTORATION AND OUTREACH, STEWARDSHIP AND PHILANTHROPY. 8 8 62 10 0 0 2305281 1469691 0 0 230963 -327303 231390 33149 2767634 1175537 0 500000 0 0 1123935 1190184 0 0 109138 511920 723609 1635855 2413793 1131779 -1238256 3868748 2639727 104715 113950 3764033 2525777 X SEE SCHEDULE O 0 0 1432806 500000 SEE SCHEDULE O 508240 SEE SCHEDULE O 107897 SEE SCHEDULE O 104659 OUTREACH AND OTHER SPECIAL INITIATIVES: THE FUND PROVIDES YEARLY SUPPORT FOR VARIOUS VOLUNTEER PROGRAMS THAT SUPPORT THE NPS AND ITS PARTNER PARK ORGANIZATIONS IN THE SANTA MONICA MOUNTAINS, SUCH AS THE MOUNTED VOLUNTEER PROGRAM, THE MOUNTAIN BIKE UNIT, NATIONAL TRAILS DAY, AND A VARIETY OF OTHER VOLUNTEER ACTIVITIES. THE FUND ALSO SUPPORTS VARIOUS CULTURAL PRESERVATION PROJECTS INCLUDING ARCHEOLOGICAL RESEARCH PROJECTS AND CULTURAL ACTIVITIES AT THE SATWIWA NATIVE AMERICAN INDIAN CULTURE CENTER. 104659 2153602 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 62 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DEANNA ARMBRUSTER 8053702341 401 W HILLCREST DR THOUSAND OAKS CA 913604233 MARC KAPLAN PRESIDENT 2.00 X X 0 0 0 THOMAS LIU VICE PRESIDENT 1.00 X X 0 0 0 KIM KOVACS TREASURER 2.00 X X 0 0 0 DENNIS H WASHBURN MEMBER 1.00 X 0 0 0 CAROL HENRY MEMBER 1.00 X 0 0 0 ANNMARIE GREENWOOD MEMBER 1.00 X 0 0 0 THOMAS BLISS SECRETARY 2.00 X 0 0 0 TES MACARAYA MEMBER 1.00 X 0 0 0 DEANNA ARMBRUSTER EXECUTIVE DIRECTOR 40.00 X 70848 0 0 NICOLE KAPLAN CFO 12.00 X 24599 0 0 95447 0 0 0 0 0 0 0 618004 851687 1463 1469691 -327303 -327303 95410 83802 11608 11608 WORKERS COMP REFUND/OT 900099 21541 21541 21541 1175537 -305762 0 11608 500000 500000 1096733 971998 65579 59156 93451 83569 9593 289 8481 5769 179 2533 23362 877 10186 12299 16842 11732 4832 278 972 972 90565 83913 6588 64 SUPPLIES 186309 173895 8714 3700 CONTRACT SUPPORT 109445 109005 440 INTERN STIPENDS 104473 103393 1080 PROFESSIONAL SERVICES 70712 5432 40878 24402 112448 104019 3424 5005 2413793 2153602 151053 109138 490465 655129 1053638 1653901 246753 49187 466176 1010 9672 12181 12181 0 0 1602044 274477 6023 3868748 2639727 104714 113950 1 104715 113950 X 1565664 1416049 2198369 1109728 3764033 2525777 3868748 2639727 -1238256 0 X 0 1 X 0 0 X 1552702 1715115 1218864 2305281 1469691 8261653 1552702 1715115 1218864 2305281 1469691 8261653 8261653 145633 180751 230963 -327303 230044 60571 70054 63265 231390 33149 458429 8950126 0.92310 0.87900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2018 AMOUNT: $ 60,571. 2019 AMOUNT: $ 67,749. 2020 AMOUNT: $ 62,555. FUNDRAISING - 2021 AMOUNT: $ 71,915. 2022 AMOUNT: $ 11,608. OTHER - 2019 AMOUNT: $ 2,305. 2020 AMOUNT: $ 710. 2021 AMOUNT: $ 159,475. 2022 AMOUNT: $ 21,541. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12181 12181 0 0 BERNSTEIN INVESTMENTS 274477 C 274477 1175537 0 1175537 0 1175537 2413793 0 2413793 0 2413793 SPECIAL EVENTS 95410 95410 9925 32000 41877 0 95410 95410 9925 32000 41877 83802 11608 0 NATIONAL PARK SERVICE 401 WEST HILLCREST DRIVE THOUSAND OAKS CA 913604223 500000 0 BOOK THE PURPOSE OF THE GRANT IS TO RESTORE VISITOR SERVICES TO PARAMOUNT RANCH FOLLOWING THE 2018 WOOLSEY FIRE. THE NPS REQUESTS $500,000 FROM THE HELIUM ACT TO BE MATCHED BY OUR CONTRIBUTION OF $500,000. 1 1 0 0 0 0 0 0 0 0 0 DEANNA ARMBRUSTER EXECUTIVE DIRECTOR 70848 0 0 0 0 0 0 0 0 0 70848 0 0 0 NICOLE KAPLAN CFO 24599 0 0 0 0 0 0 0 0 0 24599 0 0 0 FORM 990, PART III, LINE 4A HABITAT RESTORATION AND TRAILS: THE FUND SUPPORTS PROJECTS AND PROGRAMS THAT PRESERVE THE SMMNRA FOR ALL TO EXPLORE FOR GENERATIONS TO COME. IN RESPONSE TO THE NEED FOR PLANT CONSERVATION, ECOLOGICAL RESTORATION, AND WORK EXPERIENCE FOR UNDERSERVED YOUTH, THE FUND ESTABLISHED AND CONTINUE TO SUPPORT THE NATIVE PLANT NURSERY AT RANCHO SIERRA VISTA. SINCE IT OPENED IN 2019, THIS NURSERY HAS BECOME THE KEY SITE FOR LEARNING THROUGH INTERNSHIPS AND EMPLOYMENT FOR LOCAL YOUTH "AT-PROMISE" FROM DIVERSE COMMUNITIES THAT WOULD OTHERWISE NOT HAVE ACCESS TO PROGRAMMING. THE FUND'S STAFF MUST ENGAGE IN ONGOING RECRUITMENT TO BUILD TRUSTING RELATIONSHIPS TO POPULATE THESE PROGRAMS. ADDITIONALLY, IN 2022, THE NURSERY GREW OVER 55,000 PLANTS THAT WERE USED FOR RESTORATION PURPOSES, CONTINUED TO GROW THE SEED BANK, HELD ITS ANNUAL MONARCH AND MILKWEED CONFERENCE TO EDUCATE THE PUBLIC ABOUT THE LOSS OF THE MONARCH BUTTERFLY POPULATION AND INVOLVED HUNDREDS OF VOLUNTEERS IN THESE PROJECTS. NURSERY STAFF ATTENDED NUMEROUS PUBLIC OUTREACH PROGRAMS AND GAVE AWAY TENS OF THOUSANDS OF MILKWEED PLANTS TO THE PUBLIC IN PRIMARILY UNDERSERVED AREAS OF VENTURA AND LOS ANGELES COUNTIES. THESE EFFORTS WERE PARTIALLY SUPPORTED BY SAMO YOUTH, THE OYE STUDENTS, INTERNS FROM SURROUNDING AREAS THAT SERVED PAID INTERNSHIPS AT THE NURSERY AND VOLUNTEERS OF ALL AGES. THE FUND HAS ALSO INCREASED THE AVAILABILITY OF MILKWEED, THE ONLY FOOD SOURCE OF THE ENDANGERED MONARCH BUTTERFLY. ALSO IN 2022, THE FUND HELPED CONSTRUCT AND STAFF A NEW NURSERY AT LIBERTY CANYON CROSSING FOR THE NATIONAL PARK SERVICE. THE NURSERY WAS CONSTRUCTED FROM THE GROUND UP. SEEDLINGS WERE PROPAGATED FROM SPECIFIC SITES AROUND THE SANTA MONICA MOUNTAINS. THESE SEEDLINGS WILL BE USED TO PROVIDE THE FOLIAGE TO CREATE A NATIVE HABITAT AND ATTRACT WILDLIFE TO THE NEW WALLIS ANNENBERG WILDLIFE CROSSING WHICH IS UNDER CONSTRUCTION IN THE SANTA MONICA MOUNTAINS. IN NOVEMBER 2018, THE WOOLSEY FIRE DECIMATED 88% OF THE SMMNRA LAND. OVER THE PAST FEW YEARS, THE FUND RAISED $500,000, INCLUDING APPROXIMATELY $60,000 OF UNRESTRICTED FUNDRAISED CONTRIBUTIONS, TO HELP REBUILD PARAMOUNT RANCH WHICH WAS GIFTED TO THE NATIONAL PARK SERVICE IN 2022. THE FUND ALSO WORKS WITH THE NPS TO SUPPORT RECOVERY AND MAINTENANCE OF THE HISTORICAL ROUTES THROUGH THE MOUNTAINS, INCLUDING RAISING MONEY FOR THE CONSTRUCTION OF A NEW FOOT BRIDGE ON THE BACKBONE TRAIL. THERE ARE MORE THAN 500 MILES OF PUBLIC TRAILS THAT CRISSCROSS THE SANTA MONICA MOUNTAINS. THESE TRAILS ARE THE FIRST EXPERIENCE MOST VISITORS HAVE IN THE SMMNRA AND REQUIRE ONGOING RIGOROUS CARE. THE FUND HIRES A TRAIL CREW THAT CLEARS AND MAINTAINS DOZENS OF MILES OF TRAILS. THE TRAILS ARE MONITORED FOR SAFETY CONCERNS FOR HIKERS AND BIKERS, BRUSH IS CLEARED AND WEATHER WEAR-AND-TEAR IS REPAIRED. FORM 990, PART III, LINE 4B EDUCATION: THE FUND FACILITATES STRATEGIC EDUCATION INITIATIVES DESIGNED TO SERVE OUR LOCAL YOUTH THROUGH MULTIPLE EDUCATIONAL, PROGRAMMING AND INTERNSHIP OPPORTUNITIES. THE FUND PROVIDES FUNDING FOR PROGRAMMING AND RANSPORTATION. THE FUND'S OPEN OUTDOORS FOR KIDS PROGRAM BRINGS APPROXIMATELY 25,000 FOURTH GRADERS TO THE SMMNRA TO ENJOY A DAY IN THE PARK TO LEARN ABOUT PLANTS, ANIMALS, AND NATIVE AMERICAN HERITAGE. FOR OLDER YOUTH AND FIRST-GENERATION COLLEGE STUDENTS, THE FUND OFFERS PAID INTERNSHIPS TO WORK WITH NPS LEADERSHIP WHO ACT AS MENTORS AND OFFER FIRSTHAND EXPERIENCE IN PUBLIC LAND CAREERS. IN THE SUMMER, THE SANTA MONICA ("SAMO") YOUTH PROGRAM BRINGS COLLEGE TO THE SMMNRA FOR A YOUTH MENTORING JOURNEY WITH NPS RANGERS. THE FUND ALSO EMPLOYS SAMO YOUTH ALUMNI AS JUNIOR LEADERS TO SUPPORT THE SAMO YOUTH PROGRAM AND SOME COLLEGE STUDENTS ARE PROMOTED TO YEAR-LONG MENTORSHIP EMPLOYMENT OPPORTUNITIES TO WORK WITH NPS LEADERSHIP. THE FUND'S OXNARD YOUTH ECOLOGISTS ("OYE") ARE LATINX HIGH SCHOOLERS FROM THE NEARBY AREAS WHO LEARN HABITAT RESTORATION JOB SKILLS WITH OUR MONARCH AND MILKWEED NATIVE PLANT NURSERY PROGRAM. IN 2022, THE FUND ALSO SUPPORTED 35 LAUSD HIGH SCHOOL GIRLS WHO PARTICIPATED IN THE GIRLS OUTSIDE PROGRAM. THIS PILOT PROGRAM INTRODUCED THE TEENS TO THE OUTDOORS WHERE THEY LEARNED BASIC CAMPING, HIKING AND OUTDOOR PRINCIPLES AND ENGAGED THEM IN LEADERSHIP TRAINING. FORM 990, PART III, LINE 4C WILDLIFE RESEARCH AND PROTECTION: IN ADDITION TO STUDENT INTERNS SUPPORTING WILDLIFE RESEARCH, THE FUND SUPPORTS THE NPS WILDLIFE RESEARCH PROGRAM BY DONATING FUNDS TO SUPPORT STAFFING OF MULTIPLE RESEARCH PROJECTS AND PROVIDING SATELLITE COLLARS SO THAT THE BIOLOGISTS CAN TRACK AND UNDERSTAND THE MOVEMENT OF BIG CATS AND DEER. THE FUND ALSO SUPPORTS THE RESEARCH WORK RELEVANT TO THE WALLIS ANNENBERG WILDLIFE CROSSING, WHICH WAS THE IMPETUS TO THE CAMPAIGN LEADING TO ITS CONSTRUCTION. THE FUND CONTINUES TO SUPPORT THE "NATURE NEIGHBOR" PROGRAM, WHICH CONTRIBUTES TO LOCAL UNDERSTANDING OF WILDLIFE BEHAVIOR AND REDUCES FEARS AND NEGATIVE FEELINGS TOWARDS LOCAL WILDLIFE. FINALLY, THE FUND CONTINUES TO SUPPORT THE BREAK THE POISON CHAIN CAMPAIGN BY HIGHLIGHTING THE RISKS OF RODENTICIDE TO WILDLIFE AND GIVING AWAY HUNDREDS OF SIGNS TO RAISE AWARENESS ABOUT ANTI-COAGULANTS. FORM 990 PART IV, LINE 12A AMENDED RETURN - COMPANY DOES HAVE AN INDEPENDENT AUDIT. FORM 990, PART VI, SECTION A, LINE 2 NICOLE KAPLAN AND MARC KAPLAN ARE RELATED. FORM 990, PART VI, SECTION B, LINE 11B ALL MEMBERS OF THE BOARD OF DIRECTORS WERE PROVIDED WITH AN ADVANCED COPY OF THE FORM 990 TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C WE HAVE A CLEAR POLICY. WE COMMUNICATE THE POLICY DURING ONBOARDING AND ANNUALLY, WE TRAIN AND EDUCATE BOARD MEMBERS AROUND WHY THE POLICY IS NEEDED AND IMPORTANT, WE UPDATE AND REVIEW THE POLICY REGULARLY, WE REQUIRE ALL MEMBERS TO DISCLOSE CONFLICT OF INTERESTS ANNUALLY, REPORTING IN CONFIDENTIAL, WE MAKE SURE INDIVIDUALS RECUSE THEMSELVES IF THERE IS A CONFLICT, WE MAINTAIN RECORDS, WE ARE TRANSPARENT, WE COMPLY WITH LEGAL AND ETHICAL GUIDANCE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PACKAGES FOR CEO, EXECUTIVE DIRECTORS, OFFICERS, AND KEY EMPLOYEES, ARE INDEPENDENTLY REVIEWED AND APPROVED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION VIA THE INTERNET THROUGH THE CALIFORNIA ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS WEBSITE, AS WELL AS GUIDE STAR. THE FUND DOES SUMMARIZE IT'S FINANCIAL STATEMENTS ON ITS WEBSITE AND A PUBLICLY DISTRIBUTED ANNUAL REPORT. FORM 990 PART VI, QUESTION 2. AMENDED RETURN - ANSWERED YES TO A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B LINE 12 AND 13 AMENDED RETURN - ANSWERED YES TO HAVING A WHISTLEBLOWER POLICY AND CONFLICT OF INTEREST POLICY.