2025-10-27T17:58:39-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2024-01-01 931503406 WYATT FAMILY FOUNDATION WYAT 8059631873 1111 CHAPALA STREET 200 SANTA BARBARA CA 93101 TODD YUBA DIRECTOR AND TREASURER 8059631873 2025-10-27 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2025-10-27 2024 2025-03-06 01:10:19Z GEOFREY K WYATT 1111 CHAPALA STREET 200 SANTA BARBARA CA 93101 79034659 0 X N/A X 2023 CA TO SUPPORT AND BENEFIT THE SANTA BARBARA FOUNDATION. 9 6 0 9 0 0 0 67749150 0 0 0 574544 0 0 0 68323694 0 910378 0 0 0 0 0 0 0 0 202912 0 1113290 0 67210404 0 66399315 0 0 0 66399315 TO SUPPORT THE ACTIVITIES OF THE SANTA BARBARA FOUNDATION ("SBF"). 0 0 910378 910378 0 WYATT FAMILY FOUNDATION ("WFF") WILL OPERATE TO SUPPORT OR BENEFIT, PERFORM THE FUNCTIONS OF, AND/OR CARRY OUT THE PURPOSES OF SBF. THE CHARITABLE ACTIVITIES ENGAGED IN BY WFF, INCLUDING WITHOUT LIMITATION GRANTMAKING TO SBF AND SIMILARLY DESCRIBED ORGANIZATIONS WITH A PRIMARY MISSION THAT IS CONSISTENT WITH AND COMPLEMENTARY TO, AND FURTHER THE CHARITABLE PURPOSES OF, SBF, SHALL INCLUDE PROVIDING FUNDS FOR (I) BREAST CANCER INSTITUTIONS, (II) ANIMAL RIGHTS ORGANIZATIONS, (III) SCHOLARSHIPS FOR PROMISING HIGH SCHOOL AND COLLEGE STUDENTS WHO PLAN ON STUDYING SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM), (IV) ENVIRONMENTAL INITIATIVES, (V) SUPPORT FOR THE ARTS, (VI) SUPPORT FOR THE HUNGRY AND POOR AND (VII) OTHER LOCAL SANTA BARBARA AREA CHARITABLE ORGANIZATIONS AND PROGRAMS. 910378 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 6 1 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X TODD YUBA 8059631873 1111 CHAPALA STREET 200 SANTA BARBARA CA 93101 JACQUELINE CARRERA DIRECTOR 1.00 43.00 X 0 457442 83862 TODD YUBA DIRECTOR AND TREASURER 1.00 42.00 X X 0 297791 56674 TAMMY SIMS JOHNSON DIRECTOR AND SECRETARY 1.00 40.00 X X 0 214255 59611 GEOFREY K WYATT DIRECTOR AND PRESIDENT 1.00 0.00 X X 0 0 0 MONICA B WYATT DIRECTOR AND CO-VICE PRESIDENT 1.00 0.00 X X 0 0 0 CLIFFORD D WYATT DIRECTOR AND CO-VICE PRESIDENT 1.00 0.00 X X 0 0 0 PHILIP J WYATT DIRECTOR AND CHAIRMAN OF THE BOARD 1.00 0.00 X X 0 0 0 ALEXANDER M POPOVICH DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL D YOUNG DIRECTOR 1.00 0.00 X 0 0 0 0 969488 200147 0 0 1 0 0 67749150 67476280 67749150 412857 412857 10872652 10710965 161687 161687 161687 68323694 0 0 574544 910378 910378 31028 31028 22127 22127 149757 149757 1113290 910378 202912 0 7129790 43403921 15865604 0 66399315 0 0 X 66399315 0 66399315 0 66399315 67210404 -811089 0 X 0 1 X 1 0 X X X 1 SANTA BARBARA FOUNDATION 951866094 7 1 910378 0 1 910378 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PRIVATE EQUITY 8783938 F HEDGE FUNDS 7081666 F 15865604 X PART X, LINE 2: SBF AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES ARE TAX EXEMPT ORGANIZATIONS AND ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT ON UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(A) OF THE INTERNAL REVENUE CODE. IN ADDITION, SBF AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE INTERNAL REVENUE CODE AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. SBF AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES EVALUATE UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WERE CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF DECEMBER 31, 2024, SBF AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES HAVE NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 15865604 0 0 0 0 0 0 15865604 0 15865604 1 0 1 1 0 0 1 SANTA BARBARA FOUNDATION 1111 CHAPALA STREET SUITE 200 SANTA BARBARA CA 93101 951866094 501(C)(3) 910378 0 TO SUPPORT THE ACTIVITIES OF THE SANTA BARBARA FOUNDATION. 1 0 PART I, LINE 2: SANTA BARBARA FOUNDATION (SBF), THE SUPPORTED ORGANIZATION, IS RESPONSIBLE FOR GRANT ADMINISTRATION AND MAINTAINS DETAILED RECORDS OF THE AMOUNTS AND USE OF GRANT FUNDS. SBF PROVIDES COMPETITIVE GRANTS TO 501(C)(3) ORGANIZATIONS SERVING THE PEOPLE OF SANTA BARBARA COUNTY. GRANTEES MUST PROVIDE ANNUAL FOLLOW-UP REPORTS INDICATING HOW THE FUNDS WERE UTILIZED. IN ADDITION, SBF DOES SITE VISITS AND INTERVIEWS WITH GRANTEES THROUGHOUT THE YEAR. SBF PROVIDES ADVISED GRANTS TO VARIOUS 501(C)(3) ORGANIZATIONS. GRANTEES MUST AGREE NOT TO PAY ANY PORTION OF GOODS OR SERVICES FOR THE BENEFIT OF THE DONOR OR RELATED PARTIES. SBF MAY ALSO PROVIDE GRANTS TO SMALL BUSINESSES AND INDIVIDUALS IN SANTA BARBARA COUNTY. GRANTEES MUST CERTIFY THAT ALL FUNDS WERE AWARDED IN ACCORDANCE TO GRANT PROGRAM ELIGIBILITY CRITERIA AND THAT GRANTEE EXPENDITURES ARE ELIGIBLE COSTS AS DESCRIBED IN THE ELIGIBILITY CRITERIA. THEY MUST ALSO PROVIDE A REPORT OF EXPENDITURES ALONG WITH SUPPORTING DOCUMENTATION, SUCH AS INVOICES, RECEIPTS OR PAYROLL REPORTS. 0 0 0 0 0 0 0 0 0 JACQUELINE CARRERA DIRECTOR 0 413586 0 43856 0 0 0 57500 0 26362 0 541304 0 0 TODD YUBA DIRECTOR AND TREASURER 0 286791 0 11000 0 0 0 29919 0 26755 0 354465 0 0 TAMMY SIMS JOHNSON DIRECTOR AND SECRETARY 0 206255 0 8000 0 0 0 21809 0 37802 0 273866 0 0 X 1 56292737 MARKET VALUE X 1 11183543 MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE TOTALS REPORTED IN COLUMN (B) REPRESENT THE TOTAL NUMBER OF CONTRIBUTIONS RECEIEVED FOR EACH CATEGORY DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2024. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP: PHILIP WYATT, GEOFREY WYATT, MONICA WYATT, AND CLIFFORD WYATT HAVE A FAMILY RELATIONSHIP. BUSINESS RELATIONSHIPS: TODD YUBA, DIRECTOR AND TREASURER; TAMMY JOHNSON, DIRECTOR AND SECRETARY; AND JACQUELINE CARRERA, DIRECTOR ARE EMPLOYEES OF SANTA BARBARA FOUNDATION, THE SUPPORTED ORGANIZATION OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 PURSUANT TO AN OPERATING AGREEMENT BETWEEN WYATT FAMILY FOUNDATION ("WFF") AND SANTA BARBARA FOUNDATION ("SBF"), SBF WILL PROVIDE ADMINISTRATIVE, FINANCIAL AND PROGRAMMATIC SERVICES TO WFF. TODD YUBA, DIRECTOR AND TREASURER; TAMMY JOHNSON, DIRECTOR AND SECRETARY; AND JACQUELINE CARRERA, DIRECTOR OF WFF ARE PAID AND EMPLOYED BY SBF. THE COMPENSATION PAID FOR SERVICES PROVIDED TO THE FILING AND RELATED ORGANIZATIONS IS LISTED ON FORM 990, PART VII, SECTION A. FORM 990, PART VI, SECTION A, LINE 7A EACH OF PHILIP WYATT, GEOFREY WYATT, MONICA WYATT AND CLIFFORD WYATT HAS THE RIGHT TO APPOINT ONE PERSON (INCLUDING HIM OR HERSELF) TO THE BOARD. AT ALL TIMES, A MAJORITY OF THE MEMBERS OF THE BOARD WILL BE APPOINTED BY SBF. ANY VACANCIES ON THE BOARD SHALL BE FILLED IN THE SAME MANNER AS THE DIRECTOR WHOSE OFFICE IS VACANT WAS SELECTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER AND DISTRIBUTED TO EACH VOTING MEMBER OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS COMPLETE A CONFLICT OF INTEREST POLICY ANNUALLY. THEY RECUSE THEMSELVES BEFORE ACTIONS ARE TAKEN DURING MEETINGS IF THEY HAVE A CONFLICT OF INTEREST AND THEY COMPLETE A CONFLICT OF INTEREST FORM (TO ABSTAIN FROM VOTING) TO VALIDATE THEIR CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY OF SBF, ADOPTED BY WFF, IS ALSO AVAILABLE UPON REQUEST. ANNUAL CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE SBF WEBSITE. SANTA BARBARA FOUNDATION 1111 CHAPALA STREET SUITE 200 SANTA BARBARA CA 93101 951866094 COMMUNITY FOUNDATION CA 501(C)(3) LINE 7 0 HIGHLAND SANTA BARBARA FOUNDATION INC 300 CRESCENT COURT SUITE 700 DALLAS TX 75201 453962008 TO SUPPORT THE CHARITABLE ACTIVITIES OF THE SANTA BARBARA FOUNDATION TX 501(C)(3) LINE 12A, I SANTA BARBARA FOUNDATION 0 ERIC AND KELLY SCHWARTZ CHARITABLE TRUST 1776 PLEASANT PLAIN ROAD FAIRFIELD IA 52556 474959497 TO SUPPORT THE CHARITABLE ACTIVITIES OF THE SANTA BARBARA FOUNDATION IA 501(C)(3) LINE 12A, I SANTA BARBARA FOUNDATION 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0