2024-05-15T16:48:51-05:00 2023-06-30 943108253 NOVOGRADAC & COMPANY LLP 1435 N MCDOWELL BLVD SUITE 350 PETALUMA CA 94954 990 2022-07-01 274102086 THE WEST MARIN FUND WEST 4156639733 PO BOX 1496 POINT REYES STATION CA 94956 SARAH HOBSON EXECUTIVE DIRECTOR 4156639733 2024-05-15 1 SARAH HOBSON 999009999 0 LANCE SMITH P00696626 4152236130 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z SARAH HOBSON PO BOX 1496 POINT REYES STATION CA 94956 2578567 0 X WWW.WESTMARINFUND.ORG X 2010 CA TO MAINTAIN AND ENHANCE THE CULTURAL, HEALTH, EDUCATIONAL, SOCIAL AND CIVIC RESOURCES OF WEST MARIN, A CALIFORNIA COMMUNITY, THROUGH SUPPORT OF OTHER NONPROFIT ORGANIZATIONS AND TO PROVIDE PHILANTHROPIC LEADERSHIP TO HELP CREATE AND PROMOTE EFFORTS AMONG CITIZENS TO MAINTAIN AND IMPROVE THE QUALITY OF LIFE IN THAT COMMUNITY. 11 11 4 45 0 0 1931271 2181062 0 0 52143 397223 178 282 1983592 2578567 1000679 1042371 0 0 364978 467880 0 0 72235 390721 361372 1756378 1871623 227214 706944 4157531 4878779 90268 104572 4067263 4774207 X TO MAINTAIN AND ENHANCE THE CULTURAL, HEALTH, EDUCATIONAL, SOCIAL AND CIVIC RESOURCES OF WEST MARIN, A CALIFORNIA COMMUNITY, THROUGH SUPPORT OF OTHER NONPROFIT ORGANIZATIONS AND TO PROVIDE PHILANTHROPIC LEADERSHIP TO HELP CREATE AND PROMOTE EFFORTS AMONG CITIZENS TO MAINTAIN AND IMPROVE THE QUALITY OF LIFE IN THAT COMMUNITY. 0 0 1711488 1042371 OVERVIEW IN FY 22-23 WEST MARIN FUND CONCENTRATED OUR PROGRAM SERVICES ON PEOPLE WHOLIVE, WORK AND VISIT IN WEST MARIN. WEST MARIN FUND PROVIDES GRANTS AND TRAINING FOR LOCAL NONPROFITS, AND CONVENES KEY STAKEHOLDERS TO HELP IDENTIFY AND FUND EQUITABLE SOLUTIONS TO CHALLENGES FACING PEOPLE WHO LIVE, WORK AND VISIT IN WEST MARIN. WE CONTINUED OUR SUPPORT FOR COMMUNITY SERVICES THAT INCLUDES FOOD PANTRIES, RENTAL ASSISTANCE, INTERNET ACCESS FOR DISADVANTAGED RURAL FAMILIES, SUMMER PROGRAMS FOR STUDENTS FROM LOW-INCOME HOUSEHOLDS, AND INCREASED ACCESS TO EARLY CHILDHOOD PROGRAMS FOR FAMILIES FACING ECONOMIC AND SOCIAL INSTABILITY. WE INCREASED OUR SUPPORT OF COLLABORATIVE EFFORTS TO ADVANCE EQUITABLE SOLUTIONS TO MAJOR CHALLENGES FACING THE REGION. WE COMPLETED A CONSULTATIVE STRATEGIC PLANNING PROCESS IN THE COMMUNITY TO DEFINE A 10-YEAR VISION AND STRATEGIC DIRECTION SUPPORTED BY 3-YEAR GOALS AND IMPLEMENTATION PLAN. WE COMPLETED OUR FOURTH AUDIT WITH A CLEAN BILL OF HEALTH.PROGRAM SERVICE ACCOMPLISHMENTS:PARTNERING WITH DONORS, NONPROFITS AND COMMUNITY MEMBERS, WE AWARDED MORE THAN $1 MILLION IN GRANTS SUPPORTING QUALITY PRESCHOOL FOR ALL WITH A FOCUS ON FAMILIES IN DISADVANTAGED HOUSEHOLDS, COMMUNITY BASED ORGANIZATIONS PROVIDING ESSENTIAL SERVICES, COMMUNITY BASED ORGANIZATIONS PROVIDING ESSENTIAL SERVICES, YOUTH PROGRAMS AND THE ADVANCEMENT OF EQUITY AND RACIAL JUSTICE IN WEST MARIN.STRENGTHENING WEST MARIN NONPROFITS:WE REGULARLY CONVENED THE WEST MARINNONPROFIT EXECUTIVE DIRECTOR GROUP AND PROVIDED THEM WITH INFORMATION, TRAINING AND TECHNICAL SUPPORT SO THEY COULD EFFECTIVELY RESPOND TO OPPORTUNITIES AND CHALLENGES. WE ALSO ORGANIZED WELL-ATTENDED FREE ONLINE WEBINARS AND WORKSHOPS FOR THE LOCAL NONPROFIT COMMUNITY. REGIONAL COLLABORATION: THROUGH FUNDING, CONVENING, AND EDUCATIONALACTIVITIES, WE PLAYED A KEY ROLE IN THE WEST MARIN COALITION FOR EQUITY AND JUSTICE, THE COMMITTEE FOR HOUSING FOR AGRICULTURAL WORKERS IN WEST MARIN, AND THE ANNUAL WEST MARIN NONPROFIT SURVEY, THE RESULTS OF WHICHWERE PRESENTED TO THE NONPROFIT SECTOR AND FUNDERS, INCLUDING THE COUNTY OF MARIN AND MARIN COMMUNITY FOUNDATION. STRATEGIC PLANNING:WEST MARIN FUND CARRIED OUT A STRATEGIC PLANNING PROCESS TO ENVISION ITS NEXT DECADE AND PRODUCE A 3-YEAR STRATEGIC PLAN. NEARLY 200 PEOPLE WERE INVITED TO PARTICIPATE ANDCONTRIBUTE TO THIS PROCESS. ULTIMATELY, OVER 100 STAKEHOLDERS TOOK PART IN NINE FOCUS GROUPS, INCLUDING NONPROFIT LEADERS, SERVICE PROVIDERS, BUSINESS OWNERS, TRIBAL LEADERS, FARMERS, FOUNDATION, COUNTY AND PARKSTAFF, YOUTH, AND WEST MARIN FUND ADVISORY COUNCIL MEMBERS. 21 DONORS WERE ALSO INDIVIDUALLY INTERVIEWED. 1711488 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X SARAH HOBSON 4156639733 PO BOX 1496 POINT REYES STATION CA 94956 ANN SHULMAN DIRECTOR 1.00 X 0 0 0 CATHERINE KING DIRECTOR 2.50 X 0 0 0 DAVID LAWRENCE DIRECTOR 1.00 X 0 0 0 GARY IRELAND DIRECTOR 12.00 X 0 0 0 HARRIET MOSS CO-PRESIDENT 12.00 X 0 0 0 JOHN CASAUDOUMECQ TREASURER 3.00 X 0 0 0 MARCIA BARINAGA DIRECTOR 1.00 X 0 0 0 MARIA NIGGLE DIRECTOR 1.00 X 0 0 0 MIA ROCCA DIRECTOR 1.00 X 0 0 0 MILLICENT BOGERT CO-PRESIDENT 5.00 X 0 0 0 SUSAN BYRD SECRETARY 1.00 X 0 0 0 SARAH HOBSON EXECUTIVE DIRECTOR 40.00 0.00 X 141708 0 0 141708 0 0 1 0 0 0 0 10000 2171062 46203 2181062 106888 106888 290335 0 290335 290335 290335 OTHER INCOME 282 282 282 2578567 282 0 397223 X 1042371 1042371 141707 116345 9265 16097 275099 225862 17987 31250 17870 14472 1205 2193 33204 27261 2171 3772 6651 6651 38832 6491 25850 6491 16123 15133 990 194092 193680 412 49049 25793 19915 3341 23139 19427 1359 2353 17410 14799 957 1654 500 500 6419 5456 353 610 FUNDRAISING EXPENSES 3982 3982 TELEPHONE AND INTERNET 3546 3014 195 337 DUES AND MEMBERSHIP 1629 1384 90 155 1871623 1711488 87900 72235 188604 30980 812203 1102016 0 100000 549601 627678 2607123 3018105 4157531 4878779 31268 65084 59000 0 0 39488 90268 104572 X 1937679 2554117 2129584 2220090 4067263 4774207 4157531 4878779 706944 0 X 0 1 X 1 0 X 2128555 2492009 1124034 1931271 2175825 9851694 2128555 2492009 1124034 1931271 2175825 9851694 3877439 5974255 42231 43210 36488 37706 106888 266523 10118217 1460 0.59040 0.64970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 373000 578150 11242 0 0 77585 9033 808 85810 91760 -13328 847 77585 87582 4178 91760 76158 11424 87582 65807 5800 4551 76158 0 0 0 MARIN COMMUNITY FOUNDATION FUND 2978669 RIGHT OF USE ASSET - LEASES 39436 3018105 RIGHT OF USE LIABILITIES - LEASES 39488 39488 X 2562444 -16123 -16123 2578567 0 2578567 1855500 -16123 -16123 1871623 0 1871623 PART X, LINE 2: THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE CORPORATIONORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE CORPORATIONORGANIZATION. THE CORPORATIONORGANIZATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE CORPORATIONORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE CORPORATIONORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS AND FOUR YEARS, RESPECTIVELY, OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE CORPORATIONORGANIZATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL SERVICES FEES PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL SERVICES FEES 0 10000 DEGREES 1650 LOS GAMOS DRIVE SUITE 110 SAN RAFAEL CA 94903 953667812 57500 0 GRANT ID # 3211: TO SUPPORT THE ORGANIZATION'S WEST MARIN PROGRAMS. GRANT ID# 3508: 10,000 DEGREES COLLEGE ACCESS PROGRAMMING IN WEST MARIN AUDUBON CANYON RANCH 4900 SHORELINE HWY 1 STINSON BEACH CA 94970 946069140 7500 0 GRANT ID # 3511: VOLUNTEER CANYON UPGRADE: SUPPORTING INCLUSIVE, ACCESSIBLE NATURE EXPERIENCES ON BOLINAS LAGOON BACH'S DAUGHTER PO BOX 836 BOLINAS CA 94924 237117192 6000 0 GRANT ID# 3534: SHARING THE LIGHT BOLINAS COMMUNITY LAND TRUST PO BOX 805 BOLINAS CA 94924 680007197 18500 0 GRANT ID# 3575: RECOGNIZING THE MENTAL HEALTH IMPACTS OF COVID-19 FOR INDIVIDUALS AND ORGANIZATIONS; GRANT ID# 3673: GIVING THROUGH YOUTH 2023; GRANT ID# 3533: A STRATEGIC RESPONSE TO CHALLENGES IN BOLINAS BOLINAS STINSON SUMMER CAMP PO BOX 1034 BOLINAS CA 94924 237117192 7500 0 GRANT ID# 3513: ADDRESSING THE CHALLENGES OF A DIVERSE COMMUNITY BOLINAS STINSON YOUNG STEWARDS OF THE LAND PO BOX 628 BOLINAS CA 94924 911849370 7500 0 GRANT ID# 3514: BOLINAS STINSON YOUNG STEWARDS AND EARTH ALLIES CALIFORNIA COUNCIL ON SCIENCE AND TECHNOLOGY 1017 L ST 438 SACRAMENTO CA 95814 943093624 10000 0 GRANT ID# 3151: GENERAL SUPPORT COMMUNITY LAND TRUST ASSOCIATION OF WEST MARIN PO BOX 273 POINT REYES STATION CA 94956 943381744 37500 0 GRANT ID# 3112: IN HONOR OF THE WOMEN WHO HAVE HELD CLAM CLOSE TO THEIR HEARTS FOR SO MANY YEARS: MYN ADESS , SUSAN SCOTT, SUSAN BRAYTON, AND MAUREEN CORNELIA; GRANT ID# 3179: PROGRAM EVALUATION AND LEARNING; GRANT ID# 3515: INCREASING LATINX EQUITY AND LANGUAGE JUSTICE IN CLAM DANCE PALACE COMMUNITY CENTER PO BOX 217 POINT REYES STATION CA 94956 942460193 7500 0 GRANT ID# 3516 SUPPORTING SENIOR WELLNESS THROUGH THE CHALLENGES OF COVID ENVIRONMENTAL ACTION COMMITTEE OF WEST MARIN PO BOX 609 POINT REYES STATION CA 94956 237115368 7500 0 GRANT ID# 3517: CLIMATE DISRUPTION: COMMUNITY EDUCATION EXTRAFOODORG 907 SIR FRANCIS DRAKE BLVD KENTFIELD CA 94904 464025887 96000 0 GRANT ID# 3155: GENERAL SUPPORT; GRANT ID# 3518: EXPANDING WEST MARINS FOOD SAFETY NET BY GROWING OUR COMMUNITY COALITION GALLERY ROUTE ONE PO BOX 937 POINT REYES STATION CA 94956 680068115 12500 0 GRANT ID# 3180: PROGRAM EVALUATION AND LEARNING; GRANT ID# 3519: ADDRESSING COMMUNITY CHALLENGES THROUGH ART GREATER FARALLONES ASSOCIATION PO BOX 29386 SAN FRANCISCO CA 94129 943227237 7473 0 GRANT ID# 3520: BRINGING THE OCEAN TO WEST MARIN STUDENTS HALLECK CREEK RANCH PO BOX 159 NICASIO CA 94946 942581062 7500 0 GRANT ID# 3521: ASSESSING COMMUNITY CHALLENGES AND NEEDS: STRATEGIC PLANNING FOR THE FUTURE HUUKUIKO INC PO BOX 34 BRISBANE CA 94005 920748316 160000 0 GRANT ID# 3706: PURCHASE OF LAND IN NICASIO, CA INNOVATIVE HEALTH SOLUTIONS PO BOX 183 BENICIA CA 94510 453957719 10000 0 GRANT ID# 3343: WEST MARIN FOOD SYSTEMS STRATEGIC PLAN AND SCHOOL WELLNESS KITCHEN TABLE ADVISORS 548 MARKET STREET PMB 81178 SAN FRANCISCO CA 94104 912166435 10000 0 GRANT ID# 3149: GENERAL SUPPORT FOR KITCHEN TABLE ADVISORS KWMR PO BOX 1262 POINT REYES STATION CA 94956 680393101 11000 0 GRANT ID# 3522: COMMUNITY ADVISORY BOARD; GRANT ID# 3376: GENERAL SUPPORT; GRANT ID# 3181: PROGRAM EVALUATION AND LEARNING MARIN AGRICULTURAL LAND TRUST (MALT) PO BOX 809 POINT REYES STATION CA 94956 942689383 51000 0 GRANT ID# 3674: GIVING THROUGH YOUTH 2023; GRANT ID# 3148: GENERAL SUPPORT MARIN PROMISE PARTNERSHIP 101 LUCAS VALLEY ROAD 360 SAN RAFAEL CA 94903 844138362 100000 0 GRANT ID# 3277: MARIN PROMISE PARTNERSHIP GRANT DISTRIBUTION NATURA INSTITUTE FOR ECOLOGY AND MEDICINE AT COMMONWEAL GARDEN PO BOX 316 BOLINAS CA 94924 942366094 6500 0 GRANT ID# 3528: DEVELOPING A HEALING GARDEN FOR OUR SPANISH SPEAKING COMMUNITY PAPERMILL CREEK CHILDREN'S CORNER PO BOX 996 POINT REYES STATION CA 94956 942229334 23000 0 GRANT ID# 3079: OUTDOOR CLASSROOM REFRESH; GRANT ID# 3640: GIVING THROUGH YOUTH 2023; GRANT ID# 3512: MUSIC LEARNING TO SUPPORT ALL LEARNING POINT BLUE CONSERVATION SCIENCE 3820 CYPRESS DRIVE 11 PETALUMA CA 94954 941594250 50000 0 GRANT ID# 3145: GENERAL SUPPORT POINT REYES VILLAGE ASSOCIATION PO BOX 382 POINT REYES STATION CA 94956 943381744 7000 0 GRANT ID# 3529: POINT REYES STATION 2050 PRNSA-POINT REYES NATIONAL SEASHORE ASSOCIATION 1 BEAR VALLEY ROAD BLDG 70 POINT REYES STATION CA 94956 942228894 108500 0 GRANT ID# 3115: PETER BEHR CIRCLE MEMBERSHIP; GRANT ID# 3523: WEST MARIN YOUTH IN PARKS; GRANT ID# 3310: GENERAL SUPPORT RIVER OTTER ECOLOGY PROJECT PO BOX 103 FOREST KNOLLS CA 94933 454997526 9500 0 GRANT ID# 3574: GIVING THROUGH YOUTH 2023; GRANT ID# 3524: TOMALES HIGH SCHOOL ENVIRONMENTAL EDUCATION 2023-24, NEEDS AND FEASIBILITY STUDY PROGRAM CHANGE SAN GERONIMO VALLEY AFFORDABLE HOUSING ASSOCIATION PO BOX 152 WOODACRE CA 94973 680004389 7500 0 GRANT ID# 3525: TWO VALLEYS COMMUNITY LAND TRUST INFRASTRUCTURE AND COMMUNITY OUTREACH PROJECT SHORELINE UNIFIED SCHOOL DISTRICT 10 JOHN STREET TOMALES CA 94971 680194632 10000 0 GRANT ID# 3607: SUSD 2023 SUMMER PROGRAM THE MESA REFUGE PO BOX 1389 POINT REYES STATION CA 94956 462740651 15500 0 GRANT ID# 3526: MAKING ACCESSIBILITY AND SAFETY IMPROVEMENTS AT THE MESA REFUGE; GRANT ID# 3182: PROGRAM EVALUATION AND LEARNING; GRANT ID# 3113: GENERAL SUPPORT THE NEW SCHOOL AT COMMONWEAL PO BOX 316 BOLINAS CA 94924 942366094 7500 0 GRANT ID# 3527: RACIAL AND EARTH HEALING THROUGH AN INDIGENOUS LENS: CONVERSATION SERIES WEST MARIN COMMUNITY SERVICES PO BOX 1093 POINT REYES STATION CA 94956 680197586 51398 0 GRANT ID# 3047: ANNUAL DISTRIBUTION TO WEST MARIN COMMUNITY SERVICES ($30,398.26 TOTAL, $28,115.20 FROM FUTURE FUND AND $2,283.06 FROM FUTURE FUND RESERVE); GRANT ID# 3409: ROMO ZUNIGA FAMILY BEREAVEMENT FUND; GRANT ID# 3532: WMCS STRATEGIC PLANNING: PREPARING FOR FUTURE CHALLENGES; GRANT ID# 3642: GIVING THROUGH YOUTH 2023; GRANT ID# 3475: IMPROVEMENTS TO TOMALES BAY YOUTH CENTER, INCLUDING MURAL PAINTING BY THE STUDENTS; GRANT ID# 3114: GENERAL SUPPORT; GRANT ID# 3046: ANNUAL DISTRIBUTION TO WEST MARIN COMMUNITY SERVICES ($30,398.26 TOTAL, $28,115.20 FROM FUTURE FUND AND $2,283.06 FROM FUTURE FUND RESERVE) WEST MARIN SCHOLARSHIP PROGRAM PO BOX 724 INVERNESS CA 94937 946088058 51000 0 GRANT ID# 3244: GENERAL SUPPORT; GRANT ID# 3675: GIVING THROUGH YOUTH 2023 WEST MARIN SENIOR SERVICES PO BOX 791 POINT REYES STATION CA 94956 510192320 7500 0 GRANT ID# 3510: THE CHALLENGE OF DELIVERING EDUCATIONAL PROGRAMS FOR SENIORS, FAMILIES, & CAREGIVERS IN WEST MARIN WEST MARIN-INVERNESS SCHOOL COMMUNITY PTSA PO BOX 300 POINT REYES STATION CA 94956 201591188 7500 0 GRANT ID# 3530: YOGA FOR WEST MARIN-INVERNESS SCHOOL CHILDREN X 5 46203 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS APPROVES THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED ANNUALLY TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM. SOME WEST MARIN BOARD MEMBERS ARE ALSO BOARD MEMBERS OR ADVISORS FOR OTHER NONPROFITS THAT SOMETIMES RECEIVE GRANTS FROM WEST MARIN FUND. WEST MARIN FUND BOARD MEMBERS RECUSE THEMSELVES FROM ANY DISCUSSION OR VOTING ON ANY GRANT BEING RECOMMENDED TO THE ORGANIZATION OF WHICH THEY ARE BOARD MEMBER OR ADVISOR. FORM 990, PART VI, SECTION B, LINE 15A THE GOVERNING BODY REVIEWED THE RESULTS OF THE EXECUTIVE DIRECTOR'S PERFORMANCE EVALUATION, DISCUSSED THE LEVEL OF COMPENSATION AND DOCUMENTED THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS, FINANCIAL STATEMENTS, AND TAX RETURNS REQUIRED TO BE MADE PUBLIC ARE AVAILABLE ON GUIDESTAR.ORG AND PROVIDED UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 193,680. MANAGEMENT AND GENERAL EXPENSES 412. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 194,092.