The Fund for Santa Barbara



Fund Documents

Financial Statements

The following Financial Statements are available in pdf format:
December 31, 2014
December 31, 2013
December 31, 2012
December 31, 2011

Tax Filings

The following Tax Filings are available in pdf format:
2014 Form 990
2013 Form 990
2012 Form 990
2011 Form 990
2010 Form 990

501(c)(3) Nonprofit Determination Letter

The FUND's Tax ID # (FEIN) is 77-0070742. To see a copy of our letter click here.

Other Key Documents

Conflict of Interest Policy
Investment Policy
Policy on Indirect Costs
Fossil Fuel Divestment

Grant Making Summaries

The following annual summary lists are available in pdf format:
2014 Grants Summary
2013 Grants Summary
2012 Grants Summary
2011 Grants Summary

Technical Assistance Summaries

The following annual Technical Assistance (TA) summaries are available in pdf format:
2014 TA Summary



The Latest News...

Worry-Free Lobbying & Advocacy
Alliance for Justice

May 25 in Santa Maria  &  May 26 in Santa Barbara

Join us for a legal workshop to learn how your nonprofit can bring the concerns of your community to policy makers and elected officials. Immigration, workers’ rights, access to healthcare, the state budget – these are just a few of the critical issues elected officials are debating. In this workshop, relevant laws will be explained to help your 501(c)(3) organization advocate without worry:

  • How to calculate your 501(c)(3)’s lobbying limits and know what is and isn’t lobbying
  • How to create a recordkeeping system for tracking 501(c)(3) lobbying expenditures
  • How (c)(3)s and (c)(4)s can work together to maximize the impact of advocacy
  • How to educate your community about candidates and encourage voting while remaining nonpartisan

In SANTA MARIA: Wednesday, May 25 ~ 1:00 pm - 4:30 pm
For all the details and to register visit:

In SANTA BARBARA: Thursday, May 26
~ 9:00 am - 2:00 pm
NOTE: includes California Ballot Measure Rules
For all the details and to register visit:

Sliding scale tickets are available.

Save-these-dates for upcoming workshops!

Strategic Planning with Margi Clark - June 28 & 29

Board Governance w/ Chuck Loring - July 18 & 19

Nonprofit Overhead Project w/ Kay Sohl - Sept. 27 & 28

Financial Literacy w/ Andy Robinson - October 20 & 21

NOTE: Each topic will be hosted in Santa Barbara AND Santa Maria. Details coming soon.


Dear FUND Community ~

Please join us to celebrate our Spring Cycle Grantees!

We hope to see you there!

Youth Making Change receives the
Youth Philanthropist of the Year
award from the Association of Fundraising Professionals!

Learn more about Youth Making Change HERE!



More News...

Watch our new video!

Santa Barbara County's online home for the nonprofit community.

The Fund has signed on to
Vote with Your Mission

Learn more here.

Isla Vista Governance Options Financial Analysis Study

Executive Summary in English
Executive Summary en español
Full Written Report in English

Presentation in English
Q & A in English
Powerpoint Slides in English

Presentation en español
Q & A en español

Read the Press Release
Read the F.A.Q.


A Quarter Century of
Change not Charity

video still

In celebration of 25 years of social, environmental, economic and political change work, the Fund for Santa Barbara created this 16-minute documentary film...
View it here

Directed by Geoff Green
Produced by Candace Schermerhorn
Edited by Renee Bergan