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...

Strategic Planning for Nonprofits

Planeación Estratégica para Organizaciones
No Lucrativas

Margi Clarke, RoadMap Consulting

Presented by / Presentado por:
Fund for Santa Barbara & Santa Barbara Foundation

Design a great Strategic Planning process to achieve multiple goals: planning, learning and leadership development

Diseñe un gran proceso de Planeación Estratégica para lograr objetivos multiples: planeación, aprendizaje, y desarrollo de liderazgo

Wednesday, June 29th
/ El miércoles 29 de junio
1:00 p.m. - 4:30 p.m.

Space is limited / El espacio es limitado
Register / Inscríbase:

Thursday, June 30th
/ El jueves 30 de junio
2:00 p.m. to 5:30 p.m.

Space is limited / El espacio es limitado
Register / Inscríbase:

Spanish language interpretation will be provided.
Se proporcionará interpretación en español.


Board Governance with Chuck Loring

In Santa Maria July 18 – Complete details here

In Santa Barbara July 19 – Complete details here

Nonprofit Overhead Project w/ Kay Sohl
September 27 & 28

Financial Literacy w/ Andy Robinson
October 20 & 21



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