2024-01-30T19:25:04-06:00 2023-06-30 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2022-07-01 460750188 SANTA BARBARA PUBLIC LIBRARY FOUNDATION SANT 8056892448 40 EAST ANAPAMU STREET SANTA BARBARA CA 93101 JIM JACKSON PRESIDENT 8056892448 2024-01-26 1 JIM JACKSON 999009999 0 JESSICA MOITOZA P01282487 8059631837 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JIM JACKSON 40 EAST ANAPAMU STREET SANTA BARBARA CA 93101 1155173 0 X SBLIBRARYFOUNDATION.ORG X 2012 CA TO SUPPORT THE LONG-TERM HEALTH AND SUSTAINABILITY OF THE SANTA BARBARA PUBLIC LIBRARY. 13 13 3 50 0 0 2831695 515204 0 0 81026 155580 0 1202 2912721 671986 98246 129241 0 0 102170 121610 0 0 62394 88538 113109 288954 363960 2623767 308026 5801319 6215870 2808 6502 5798511 6209368 THE SANTA BARBARA PUBLIC LIBRARY FOUNDATION SUPPORTS THE LONG-TERM HEALTH AND SUSTAINABILITY OF THE SANTA BARBARA PUBLIC LIBRARY THROUGH PUBLIC-PRIVATE PARTNERSHIPS. 0 0 167090 129241 THE SANTA BARBARA PUBLIC LIBRARY FOUNDATION SUPPORTS THE SANTA BARBARA PUBLIC LIBRARY BY FUNDING LARGE-SCALE INITIATIVES. THE SANTA BARBARA PUBLIC LIBRARY FOUNDATION WAS CREATED AS AN INDEPENDENT FUNDING ORGANIZATION IN 2012 TO SERVE THE TWO CITY LIBRARIES, CENTRAL AND EASTSIDE. WE OPEN DOORS FOR THE COMMUNITY BY OFFERING CRITICAL SUPPORT TO THE SANTA BARBARA PUBLIC LIBRARY. 167090 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 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 7 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X X X BOOKKEEPER 8056892448 40 EAST ANAPAMU STREET SANTA BARBARA CA 93101 JIM JACKSON PRESIDENT 3.00 X X 0 0 0 ANNA ALLDREDGE VICE PRESIDENT 2.00 X X 0 0 0 BROOKE MCDERMOTT TREASURER 2.00 X X 0 0 0 JIM STERNE SECRETARY 2.00 X X 0 0 0 ALAN BRUMBERGER DIRECTOR 1.00 X 0 0 0 SUSAN CASE DIRECTOR 1.00 X 0 0 0 PETER GINSBERG DIRECTOR 1.00 X 0 0 0 IRENE KELLY DIRECTOR 1.00 X 0 0 0 ROY MARTINEZ DIRECTOR 1.00 X 0 0 0 DAVID MCFADDEN DIRECTOR 1.00 X 0 0 0 ART MEROVICK DIRECTOR 1.00 X 0 0 0 STEPHANIE RIORDAN DIRECTOR 1.00 X 0 0 0 RAISSA SMOROL DIRECTOR 1.00 X 0 0 0 LAUREN TRUJILLO FOUNDATION DIRECTOR 40.00 X X 88542 0 0 88542 0 0 0 0 0 0 0 515204 26208 515204 123624 123624 515143 483187 31956 31956 31956 OTHER REVENUE 900099 1202 1202 1202 671986 0 0 156782 129241 129241 96872 48436 48436 15474 15474 9264 5563 3701 19870 19870 7759 7759 3075 3075 16704 7815 8889 16815 16815 1350 1350 1368 1368 2188 2188 LIBRARY PLAZA EVENTS 30034 30034 LOSS ON PAYROLL FRAUD 13946 13946 363960 167090 134476 62394 3347628 982492 511369 144859 1928376 5088519 13946 0 5801319 6215870 2808 6502 2808 6502 X 401683 725547 5396828 5483821 5798511 6209368 5801319 6215870 308026 102831 0 X 0 0 0 X 124760 1282305 1252969 2831695 515204 6006933 124760 1282305 1252969 2831695 515204 6006933 2059745 3947188 42884 54595 25507 32802 123624 279412 1202 1202 6287547 0.62780 0.63430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1136909 12481 83529 1065861 3372012 7500 -131886 2110717 1136909 1959786 1421722 188106 186610 10992 3372012 1438261 1270688 54595 794361 9397 1959786 1484148 25483 62685 8685 1438261 0.99000 0.01000 0 0 0 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT PROVIDE A REASONABLE BALANCE BETWEEN THE QUEST FOR GROWTH AND THE NEED TO PROTECT PRINCIPAL. THE FOUNDATION EXPECTS ITS ENDOWMENT FUNDS, OVER TIME, TO PROVIDE AN AVERAGE ANNUAL RATE OF RETURN OF APPROXIMATELY TWO TO FIVE PERCENT. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. 1 CITY OF SANTA BARBARA PUBLIC LIBRARY 40 EAST ANAPAMU STREET SANTA BARBARA CA 93101 956000787 129241 0 CITY OF SANTA BARBARA PUBLIC LIBRARY PROJECTS 0 1 PART 1, LINE 2 THE FOUNDATION MAKES GRANTS ONLY TO THE SANTA BARBARA PUBLIC LIBRARY AND MEETS WITH LIBRARY STAFF TO REVIEW THE USE OF THE GRANTS. X 1 26208 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE OFFICERS OF THE BOARD SERVE AS THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL ASSUME ALL THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS TO ALLOW TIME FOR COMMENTS AND QUESTIONS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM ANNUALLY FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE SANTA BARBARA PUBLIC LIBRARY FOUNDATION HAS AN ANNUAL REVIEW FOR DETERMINING THE COMPENSATION OF THE FOUNDATION DIRECTOR. THIS OCCURS EVERY JUNE BEFORE THE START OF THE NEW FISCAL YEAR AND APPROVAL OF THE BUDGET. FOLLOWING THIS REVIEW, THE BOARD CAN VOTE ON COMPENSATION IF PROPOSED. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FORM 990 AND GOVERNING DOCUMENTS AVAILABLE BY EMAIL UPON REQUEST