2025-05-14T22:39:42-05:00 2024-06-30 943108253 NOVOGRADAC & COMPANY LLP 1435 N MCDOWELL BLVD SUITE 350 PETALUMA CA 94954 990 2023-07-01 274102086 THE WEST MARIN FUND WEST 4156639733 PO BOX 1496 POINT REYES STATION CA 94956 SARAH HOBSON EXECUTIVE DIRECTOR 4156639733 2025-05-14 1 1 LANCE SMITH P00696626 4152236130 2023 2025-03-06 01:10:19Z SARAH HOBSON PO BOX 1496 POINT REYES STATION CA 94956 3179360 0 X WWW.WESTMARINFUND.ORG X 2010 CA MISSION: WEST MARIN FUND IS A COMMUNITY FOUNDATION THAT INSPIRES GIVING AND MOBILIZES RESOURCES TO ENHANCE THE LONG-TERM WELLBEING AND QUALITY OF LIFE FOR ALL IN COASTAL WEST MARIN.OUR ACTIVITIES:WEST MARIN FUND PROVIDES GRANTS AND TRAINING FOR LOCAL NONPROFITS, AND CONVENES KEY STAKEHOLDERS TO HELP IDENTIFY AND FUND BALANCED SOLUTIONS TO CHALLENGES FACING PEOPLE WHO LIVE, WORK AND VISIT IN WEST MARIN.THE FUND SERVES THE WEST MARIN COASTAL AREA, FROM MUIR BEACH IN THE SOUTH TO DILLON BEACH IN THE NORTH, AND THE CONTIGUOUS RANCH LANDS. THE AREA INCLUDES THE 11 UNINCORPORATED VILLAGES OF MUIR BEACH, STINSON BEACH, BOLINAS, OLEMA, INVERNESS, INVERNESS PARK, POINT REYES STATION, MARSHALL, DILLON BEACH, NICASIO, AND TOMALES.THE FUND IS A 501(C)(3) CALIFORNIA PUBLIC BENEFIT NONPROFIT CORPORATION. ALL DONATIONS TO THE WEST MARIN FUND ARE FULLY TAX-DEDUCTIBLE. 12 12 9 51 0 0 2181062 2959492 0 0 397223 219634 282 234 2578567 3179360 1042371 1682122 0 0 467880 536930 0 0 61622 361372 524742 1871623 2743794 706944 435566 4878779 5990748 104572 436939 4774207 5553809 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 2595358 1682122 OVERVIEW IN FY 23-24 WEST MARIN FUND CONCENTRATED OUR PROGRAM SERVICES ON PEOPLE WHO LIVE, 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 BALANCED 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 BALANCED SOLUTIONS TO MAJOR CHALLENGES FACING THE REGION. PROGRAM SERVICE ACCOMPLISHMENTS:PARTNERING WITH DONORS, NONPROFITS AND COMMUNITY MEMBERS, WE AWARDED MORE THAN $1.682 MILLION IN GRANTS SUPPORTING FAMILIES IN DISADANTAGED HOUSEHOLDS, AND COMMUNITY BASED ORGANIZATIONS PROVIDING ESSENTIAL SERVICES.STRENGTHENING WEST MARIN NONPROFITS:WE REGULARLY CONVENED THE WEST MARIN NONPROFIT 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 EDUCATION ACTIVITIES, WE PLAYED A KEY ROLE IN SUPPORTING COLLABORATIVE EFFORTS FOR A HEALTHY WEST MARIN.STRATEGIC PLANNING:WEST MARIN FUND PRIORITIZED ITS ACTIVITIES TO SUPPORT ITS 10-YEAR VISION AND REALIZE ITS THREE-YEAR GOALS. 2595358 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 25 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 ARIANNE DAR DIRECTOR 1.00 X 0 0 0 CATHERINE KING DIRECTOR 2.50 X 0 0 0 DAVID LAWRENCE TREASURER 2.50 X 0 0 0 AMATE PEREZ DIRECTOR 1.00 X 0 0 0 HARRIET MOSS ENGAGEMENT COMMITTEE CHAIR 9.00 X 0 0 0 JOHN CASAUDOUMECQ FINANCE COMMITTEE CHAIR 2.50 X 0 0 0 MARCIA BARINAGA SECRETARY 2.00 X 0 0 0 MARIA NIGGLE DIRECTOR 1.00 X 0 0 0 MIA ROCCA DIRECTOR 1.00 X 0 0 0 MILLICENT BOGERT CHAIR 10.00 X 0 0 0 SUSAN BYRD AUDIT COMMITTEE CHAIR 1.00 X 0 0 0 PRISCILLA HEFFELFINGER VICE-CHAIR 2.50 X 0 0 0 SARAH HOBSON EXECUTIVE DIRECTOR 40.00 X 160618 0 0 160618 0 0 1 0 1 0 0 195575 2763917 45713 2959492 219634 219634 OTHER INCOME 900099 234 234 234 3179360 234 0 219634 X 1682122 1682122 160618 132250 13560 14808 299367 246493 25273 27601 36643 30171 3094 3378 40302 33184 3402 3716 6611 6245 296 70 56161 44929 11232 25086 16581 7106 1399 278700 278112 281 307 43112 33797 8512 803 86067 67672 11826 6569 17822 14674 1505 1643 486 400 41 45 3700 3047 312 341 TELEPHONE AND INTERNET 4429 3647 374 408 DUES AND MEMBERSHIP 2034 2034 FUNDRAISING EXPENSES 534 534 2743794 2595358 86814 61622 30980 282966 1102016 1604588 100000 200000 4425 627678 727475 3018105 3171294 4878779 5990748 65084 393156 39488 43783 104572 436939 X 2554117 3148581 2220090 2405228 4774207 5553809 4878779 5990748 435566 344036 0 X 0 1 X 1 0 X 2492009 1124034 1931271 2175825 2954792 10677931 2492009 1124034 1931271 2175825 2954792 10677931 4901205 5776726 43210 36488 37706 106888 219634 443926 11121857 694 0.51940 0.59040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 466781 374410 103614 0 0 85810 11000 971 95839 77585 9033 808 85810 91760 -13328 847 77585 87582 4178 91760 76158 11424 87582 0 0 0 MARIN COMMUNITY FOUNDATION FUND 3127511 RIGHT OF USE ASSET - LEASES 43783 3171294 RIGHT OF USE LIABILITIES - LEASES 43783 43783 X 3498310 344036 -25086 318950 3179360 0 3179360 2718708 -25086 -25086 2743794 0 2743794 PART X, LINE 2: THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. THE ORGANIZATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION 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 ORGANIZATION 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 50000 0 GRANT ID # 4333: TO SUPPORT SERVICES TO STUDENTS FROM WEST MARIN AUDUBON CANYON RANCH 4900 SHORELINE HWY 1 STINSON BEACH CA 94970 946069140 17500 0 GRANT ID # 3971: BEGINNING FROM WITHIN IMPLEMENTING SYSTEMIC CULTURAL CHANGE AT AUDUBON CANYON RANCH; GRANT ID # 4483: TOWARDS INCLUSIVE EXPERIENCES FOR WEST MARIN VISITORS BOLINAS COMMUNITY LAND TRUST PO BOX 805 BOLINAS CA 94924 680007197 457500 0 GRANT ID # 3872: EMERGENCY HOUSING ON TACHERRA RANCH; GRANT ID # 3904: EMERGENCY HOUSING ON TACHERRA RANCH; GRANT ID # 4135: EMERGENCY HOUSING ON TACHERRA RANCH; GRANT ID # 4169: DEIJ FACILITATION FUNDS; GRANT ID # 4572: WEST MARIN HOUSING COLLABORATIVE JOINT AFFORDABLE HOUSING STRATEGY BOLINAS MUSEUM PO BOX 450 BOLINAS CA 94924 680011939 10000 0 GRANT ID # 4479: PRESERVATION AND DIGITIZATION OF WEST MARIN'S HISTORICAL COLLECTIONS BOLINAS STINSON YOUNG STEWARDS OF THE LAND PO BOX 628 BOLINAS CA 94924 911849370 10000 0 GRANT ID # 4470: BOLINAS STINSON YOUNG STEWARDS & EARTH ALLIES COMMONWEAL PO BOX 316 BOLINAS CA 94924 942366094 10000 0 GRANT ID # 4473: COMMUNITY LIAISON, CENTER FOR CREATIVE COMMUNITY AT COMMONWEAL COMMUNITY LAND TRUST ASSOCIATION OF WEST MARIN PO BOX 273 POINT REYES STATION CA 94956 943381744 21500 0 GRANT ID # 4168: CLAM DEIJ ORGANIZATIONAL INTEGRATION; GRANT ID # 4490: CLAM'S 2024 ANNUAL MEETING; GRANT ID # 4467: STRENGTHENING CLAM'S ORGANIZATIONAL EFFECTIVENESS DANCE PALACE COMMUNITY CENTER PO BOX 217 POINT REYES STATION CA 94956 942460193 14500 0 GRANT ID # 4366: SUPPORT CHANGE!; GRANT ID # 4488: COMMUNITY CURATED LIVE MUSIC SERIES; GRANT ID # 4474: TRANSFORMING THROUGH INCLUSIVITY: RE-EXPERIENCING COMMUNITY AT THE DANCE PALACE ENVIRONMENTAL ACTION COMMITTEE OF WEST MARIN PO BOX 609 POINT REYES STATION CA 94956 237115368 10000 0 GRANT ID # 4476: INCREASING INCLUSIVITY AND EFFICIENCY EXTRAFOODORG 907 SIR FRANCIS DRAKE BLVD KENTFIELD CA 94904 464025887 100000 0 GRANT ID # 4104: GENERAL SUPPORT GALLERY ROUTE ONE PO BOX 937 POINT REYES STATION CA 94956 680068115 14000 0 GRANT ID # 4465: EFFECTIVE GROTH FOR COLLABORATION HALLECK CREEK RANCH PO BOX 159 NICASIO CA 94946 942581062 10000 0 GRANT ID # 4468: CAPACITY BUILDING FOR THERAPEUTIC PROGRAMS SUPPORTING UNDERSERVED COMMUNITIES IN WEST MARIN INNOVATIVE HEALTH SOLUTIONS PO BOX 183 BENICIA CA 94510 453957719 100000 0 GRANT ID # 4571: WEST MARIN FOOD SYSTEMS, REGIONAL FARM TO SCHOOL 'GROWING SCHOOL FOOD TOGETHER' PROJECT KIDS COOKING FOR LIFE - KCL PO BOX 94 LARKSPUR CA 94977 871229605 13906 0 GRANT ID # 4492: CHANGING LIVES ONE RECIPE AT AT TIME THROUGH NUTRITIOUS COOKING CLASSES; GRANT ID # 4471: FORMING PARTNERSHIPS FOR NUTRITIOUS COOKING CLASSES AND MORE IN WEST MARIN COUNTY KITCHEN TABLE ADVISORS 548 MARKET STREET PMB 81178 SAN FRANCISCO CA 94104 912166435 27500 0 GRANT ID # 4103: GENERAL SUPPORT; GRANT ID # 4267: KITCHEN TABLE ADVISORS, TO SERVE FARMERS, CURRENT OR ASPIRING, IN MARIN COUNTY KWMR PO BOX 1262 POINT REYES STATION CA 94956 680393101 9782 0 GRANT ID # 4170: WEST MARIN COMMUNITY ANTI-RACIST BOOK CLUB; GRANT ID # 4482: WHO IS LISTENING? LEGAL AID OF MARIN 1401 LOS GAMOS DRIVE SUITE 101 SAN RAFAEL CA 94903 941419330 10000 0 GRANT ID # 4480: INCREASING COLLABORATIVE OUTREACH TO LATINO IMMIGRANTS LIVING IN WEST MARIN MARIN AGRICULTURAL LAND TRUST (MALT) PO BOX 809 POINT REYES STATION CA 94956 942689383 100000 0 GRANT ID # 4102: GENERAL SUPPORT FOR ANNUAL FUND PAPERMILL CREEK CHILDREN'S CORNER PO BOX 996 POINT REYES STATION CA 94956 942229334 50000 0 GRANT ID # 4399: $45,000 OF WHICH $30,000 FOR GENERAL SUPPORT AND $15,000 FOR CONSULTANCY FEES FOR DEVELOPMENT OF A SUSTAINABILITY PLAN; GRANT ID # 4432: 2024 GIVING THROUGH YOUTH GRANT; GRANT ID # 4498: SUPPORTIVE LEARNING ENVIRONMENT PARENT SERVICES PROJECT 79 BELVEDERE STREET SUITE 101 SAN RAFAEL CA 94901 680169962 50000 0 GRANT ID # 3970: WEST MARIN DEVELOPMENTAL PLAYGROUPS PETALUMA HEALTH CENTER 1179 NORTH MCDOWELL BLVD PETALUMA CA 94954 680437840 150000 0 GRANT ID # 4569: MULTIDISCIPLINARY HOLISTIC MOBILE HEALTH IN WEST MARIN PRNSA-POINT REYES NATIONAL SEASHORE ASSOCIATION 1 BEAR VALLEY ROAD BLDG 70 POINT REYES STATION CA 94956 942228894 166128 0 GRANT ID # 3805: GENERAL SUPPORT; GRANT ID # 4174: MAPPING A PARK FOR ALL, BUILDING DEIJ STRENGTH AT PRNSA; GRANT ID # 4436: 2024 GIVING THROUGH YOUTH GRANT; GRANT ID # 4570: WEST MARIN ENVIRONMENTAL LEARNING ALLIANCE RIVER OTTER ECOLOGY PROJECT PO BOX 103 FOREST KNOLLS CA 94933 454997526 7500 0 GRANT ID # 4171: MOVING FROM SHARED VALUES TO SHARED ACTION SAN GERONIMO VALLEY AFFORDABLE HOUSING ASSOCIATION PO BOX 152 WOODACRE CA 94973 680004389 21500 0 GRANT ID # 4003: FUERZA - EMPOWERING LEADERSHIP AND INVOLVEMENT THROUGH A PROMOTORES PROGRAM; GRANT ID # 4477: STRATEGIC PLANNING FOR A NEW ERA; GRANT ID # 4493: "VOICES OF THE VALLEY: YOU BELONG HERE" A PILOT PODCAST & SHOW ON KWMR RADIO ST COLUMBA'S EPISCOPAL CHURCH & RETREAT HOUSE PO BOX 430 INVERNESS CA 94937 941702412 6500 0 GRANT ID # 4472: AMPHITHEATER HANDICAP PROJECT THE MESA REFUGE PO BOX 1389 POINT REYES STATION CA 94956 462740651 21500 0 GRANT ID # 4172: MESA REFUGE'S NEW STORY: EMBEDDING DEI IN STRATEGIC PLANNING & EXPANDING OUR BALANCED CAPACITY; GRANT ID # 4491: WEST MARIN NONPROFITS COLLABORATIVE CAMPAIGN: WRITE A WILL & LEAVE A LEGACYGRANT ID # 4475: MESA REFUGE NEW WEBSITE DEVELOPMENT THE NEW SCHOOL AT COMMONWEAL PO BOX 316 BOLINAS CA 94924 942366094 10000 0 GRANT ID # 4478: NEW WEBSITE: THE NEW SCHOOL AT COMMONWEAL WEST MARIN CLIMATE ACTION PO BOX 478 POINT REYES STATION CA 949560478 942366094 9966 0 GRANT ID # 4484: KNITTING A NETWORK WEST MARIN COMMUNITY SERVICES PO BOX 1093 POINT REYES STATION CA 94956 680197586 83840 0 GRANT ID # 3774: ANNUAL DISTRIBUTION TO WEST MARIN COMMUNITY SERVICES; GRANT ID # 4069: FAMILY GUTIERREZ HOUSING SUPPORT; GRANT ID # 4111: FOR ABRIENDO CAMINOS/PROMOTION OF DIGNIFIED WORKER HOUSING; GRANT ID # 4173: REDEVELOP ABRIENDO CAMINOS - ENHANCING DEIJ COMMUNITY WORK; GRANT ID # 4300: THE COMMITTEE FOR HOUSING FOR AGRICULTURAL WORKERS AND THEIR FAMILIES; GRANT ID # 4434: 2024 GIVING THROUGH YOUTH GRANT; GRANT ID # 4489: IMPROVING COMMUNITY HEALTH AND WELLNESS; GRANT ID # 4481: WEST MARIN COMMUNITY SERVICES FUNDRAISING CAPACITY BUILDING WEST MARIN SCHOLARSHIP PROGRAM PO BOX 724 INVERNESS CA 94937 946088058 50000 0 GRANT ID # 4334: GENERAL SUPPORT WEST MARIN SENIOR SERVICES PO BOX 791 POINT REYES STATION CA 94956 510192320 11000 0 GRANT ID # 4433: 2024 GIVING THROUGH YOUTH GRANT; GRANT ID # 4469: STAFF DEVELOPMENT: ATTENTION TO QUALITY CARE, COLLABORATION & COMPLIANCE. WEST MARIN FIELD COMMITTEE POBOX 300 POINT REYES STATION CA 94956 263216560 7500 0 GRANT ID # 4037: WEST MARIN FIELD COMMITTEE -IMPROVEMENT OF SPORTS FIELDS X X 0 0 0 0 0 0 0 0 0 SARAH HOBSON EXECUTIVE DIRECTOR 160618 0 0 0 0 0 0 0 0 0 160618 0 0 0 PART I, LINE 3 COMPENSATION SURVEY, APPROVAL BY THE BOARD. X 5 45713 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 278,112. MANAGEMENT AND GENERAL EXPENSES 281. FUNDRAISING EXPENSES 307. TOTAL EXPENSES 278,700.