2024-10-04T09:17:22-07:00 2023-12-31 814693463 Walpole Advisors 70 Santa Felicia Drive Goleta CA 93117 990PF 2023-01-01 776150330 WILLIAMS-CORBETT FOUNDATION WILL 8058844334 PO BOX 50340 SANTA BARBARA CA 93150 A CARNEROS Trustee 2024-10-04 true true YUSUF A BALOGUN CPA P00224210 8055699864 2023 2024-10-15 13:58:12Z X 25516342 X 848314 177624 177624 177624 413967 413967 413967 83736 2585107 83736 49060 1572701 675327 591591 10975 10975 10449 10449 152040 152040 173464 173464 0 1250483 1250483 1423947 173464 1250483 148754 501863 591591 234752 457555 457555 1983085 1782010 1734670 8125361 8234200 11532522 5747974 5859979 5662492 4248336 4154518 6129103 20339508 20488262 25516342 0 X 20339508 20488262 20339508 20488262 20339508 20488262 20339508 148754 20488262 20488262 NORTHERN TRUST (LT) P 2022-01-01 2023-12-31 1637427 1519221 118206 118206 NORTHERN TRUST (ST) P 2023-01-01 2023-12-31 930509 975168 -44659 -44659 MAKENA CAPITAL (ST) P 2023-01-01 2023-12-31 6938 -6938 -6938 MAKENA CAPITAL (LT) P 2022-01-01 2023-12-31 5256 5256 5256 PRIVATE EQUITY CORE (ST) P 2023-01-01 2023-12-31 44 -44 -44 PRIVATE EQUITY CORE (LT) P 2022-01-01 2023-12-31 7162 7162 7162 MAKENA CAPITAL (LT) P 2022-01-01 2023-12-31 4109 4109 4109 PRIVATE EQUITY CORE (LT) P 2022-01-01 2023-12-31 14 14 14 NORTHERN TRUST (LT) P 2022-01-01 2023-12-31 630 630 630 83736 -51641 6976 6976 6976 14069 14069 7093 7093 false false false false false false false true true CA true false false false false true N/A NORTHERN TRUST CO 8058844334 PO BOX 22107 SANTA BARBARA CA 93121 false false false false false false false false false false false false false false false false false false false false false false A CARNEROS PO BOX 22107 SANTA BARBARA CA 93121 Trustee 2.00 0 AJ CARNEROS PO BOX 22107 SANTA BARBARA CA 93121 Trustee 2.00 0 NONE NONE 24273257 728457 0 25001714 0 25001714 375026 24626688 1231334 1231334 6976 6976 1224358 1224358 1224358 1250483 1250483 1224358 186143 186143 1250483 0 1224358 26125 212268 0 212268 186143 26125 William-Corbert Foundation 1485 East Valley Road Montecito CA 93108 8055657861 Currently, there is no application for a grant. A Grant Request Letter is required, preferably on the non-profits letterhead with a list of names of the governing board. The Grant Request Letter shall be no more than three pages and shall be submitted with the following information:1.Name of organization requesting a grant.2.The phone number, name and title of the individual requesting the grant on behalf of the organization.3.Program name and/or purpose of grant.4.A brief explanation of the need for the project and how the grant will be used.5.Requested dollar amount, total cost of the project, and other sources of funding.6.A need by date or payment schedule.7.The expected duration of the project.8.A brief explanation of how this requested grant fulfills the Foundations Mission Statement above.9.The impact on the community served and how the impact will be measured. (For example, if a grant request of a $10,000 enables your organization to offer 10 under privileged youths ten weeks o March 15th or September 15th The Williams-Corbett Foundation may, at its discretion, approve a grant with certain conditions. (Such as for a matching grant, a challenge grant, or a grant awarded for a specified purposes). ADVENTURES IN CARING 1528 CHAPALA STREET SANTA BARBARA CA 93101 UNRELATED N/A TO SUPPORT THE MEDICINE OF COMPASSION 26000 AHA FAMILY THERAPY INSTITUTE 111 EAST ARRELLAGA STREET SANTA BARBARA CA 93101 UNRELATED N/A TO SUPPORT NEW ADVOCACY LEGACY LEADERSHIP YOUTH (ALLY) 30000 CHILDREN'S RESOURCE NETWORK PO BOX 454 PISMO BEACH CA 93448 UNRELATED N/A TO SUPPORT / PROVIDE ANOTHER 24' TRAILER & TRUCK, DONATION BIN, SUPPLIES 30000 FOODBANK OF SANTA BARBARA COUNTY 1525 STATE STREET SUITE 100 SANTA BARBARA CA 93101 UNRELATED N/A FOR BUILDING READINESS-CAPITAL CAMPAIGN 25000 GIRLS INC OF GREATER SANTA BARBARA 531 EAST ORTEGA STREET SANTA BARBARA CA 93103 UNRELATED N/A GRANT TO INSTALL CAMERA SURVEILLANCE SYSTEM 18000 NEW HOUSE SANTA BARBARA 2434 BATH STREET SANTA BARBARA CA 93105 UNRELATED N/A TO SUPPORT / PROVIDE SCHOLARSHIPS FOR LOW-INCOME MEN IN RECOVERY 25000 RESCUE MISSION ALLIANCE 315 NORTH A STREET OXNARD CA 93030 UNRELATED N/A TO SUPPORT THE LAKE MARIE LIFE RECOVERY PROGRAM FOR WOMEN 25000 SEE INTERNATIONAL 5638 HOLLISTER AVENUE SUITE 210 SANTA BARBARA CA 93117 UNRELATED N/A S.B. VISION CARE PROGRAM 15000 NEW BEGINNINGS COUNSELING CENTER 324 EAST CARRILLO STREET C SANTA BARBARA CA 93101 UNRELATED N/A GRANT FOR SUPPORTIVE SERVICES FOR VETERAN FAMILIES 15000 SANTA BARBARA EDUCATION FOUNDATION 1330 STATE STREET SUITE 201 SANTA BARBARA CA 93101 UNRELATED N/A TO SUPPORT / PROVIDE STUDENT GRANTS 8000 SANTA BARBARA POLICE ACTIVITIES LEA 1235 CHAPALA STREET SANTA BARBARA CA 93101 UNRELATED N/A TO SUPPORT NAT. PAL YOUTH MENTORING SUMMIT - WASHINGTON D.C. 10000 SANTA BARBARA RESCUE MISSION 535 EAST YANONALI STREET SANTA BARBARA CA 93103 UNRELATED N/A TO SUPPORT REFURNISHING THE MULTIPURPOSE ROOM 28000 TEDDY BEAR CANCER FOUNDATION 3892 STATE STREET 220 SANTA BARBARA CA 93105 UNRELATED N/A TO PROVIDE FINANCIAL ASSISTANCE - CHILDREN WITH CANCER 20000 WESTMONT COLLEGE 955 LA PAZ ROAD SANTA BARBARA CA 93108 UNRELATED N/A TO SUPPORT / PROVIDE A NEW CONCERT GRAND HARP 25000 UNITED WAY OF SANTA BARBARA COUNTY 320 EAST GUTIERREZ STREET SANTA BARBARA CA 93101 UNRELATED N/A TO SUPPORT / PROVIDE BREAKFAST / LUNCH AT ONE FUN IN THE SUN CAMPUS 14400 PARC PO BOX 91742 SANTA BARBARA CA 93190 UNRELATED N/A TO SUPPORT EXPANSION OF SUMMER DAY CAMPS/SCHOLARSHIPS 16000 CANCER FOUNDATION OF SANTA BARBARA 601 WEST JUNIPERO STREET SANTA BARBARA CA 93105 UNRELATED N/A GRANT REQUEST TO SUPPORT ACQUISITION OF A SPECT/CT SCAN 50000 HABITAT FOR HUMANITY 6860 CORTONA DRIVE A GOLETA CA 93117 UNRELATED N/A TO SUPPORT COTA ST. AFFORDABLE HOMES 25000 ORGANIC SOUP KITCHEN 315 MEIGS ROAD A369 SANTA BARBARA CA 93109 UNRELATED N/A TO SUPPORT FOOD SECURITY CAPACITY/KITCHEN FACILITY UPGRADES, FOR 2023 PARTIAL PAYMENT 33000 PATHPOINT 315 WEST HALEY STREET SUITE 202 SANTA BARBARA CA 93101 UNRELATED N/A TO SUPPORT / PROVIDE URGENT HOME REPAIRS 20000 THE ARTS FUND 205 SANTA BARBARA STREET SANTA BARBARA CA 93101 UNRELATED N/A TO SUPPORT PART-TIME GALLEY ATTENDANTS FOR MSME 20000 BOY SCOUTS OF AMERICA LOS PADRES 4000 MODOC ROAD SANTA BARBARA CA 93110 UNRELATED N/A TO SUPPORT PHOENIX CAMPAIGN - OUTDOOR SCHOOL CAMP RANCHO ALLEGRE 25000 CASA SERENA 1515 BATH STREET SANTA BARBARA CA 93101 UNRELATED N/A TO SUPPORT EXPANSION OF THE SANTA MARIA FAMILY VISITS PROGRAM 20000 HILLSIDE HOUSE 1235 VERONICA SPRINGS ROAD SANTA BARBARA CA 93105 UNRELATED N/A GRANT TO PROVIDE TWO WATER SOFTENERS 17000 BOYS AND GIRLS CLUB OF SANTA MARIA 901 N RAILROAD AVE SANTA BARBARA CA 93458 UNRELATED N/A TO SUPPORT / PROVIDE CIRTICAL SERVICES AT 13 SANTA MARIA CLUBSITES 40000 DREAM FOUNDATION 1528 CHAPALA ST 304 SANTA BARBARA CA 93101 UNRELATED N/A TO SUPPORT THREE FINAL DREAMS FOR TERMINALLY ILL SENIORS 5000 ISLA VISTA YOUTH PROJECTS 6842 PHELPS ROAD GOLETA CA 93117 UNRELATED N/A TO SUPPORT RENOVATION - CHILDRENS CENTER KITCHEN 20000 LITTLE STAR PONY FOUNDATION 1036 ARBOLADO RD SANTA BARBARA CA 93103 UNRELATED N/A TO SUPPORT BARN VISITS 7800 LOS PADRES FOREST WATCH PO BOX 831 SANTA BARBARA CA 93102 UNRELATED N/A TO SUPPORT REDESIGN / LAUNCH WEBSITE / WITH ACTION CENTER 15000 NATURETRACK PO BOX 953 LOS OLIVOS CA 93441 UNRELATED N/A TO SUPPORT FOSTERING A LIFELONG FASCINATION WITH NATURE 10000 CARPINTERIA CHILDRENS PROJECT 5201 8TH ST CARPINTERIA CA 93013 UNRELATED N/A TO SUPPORT / PROVIDE FLOOR MICROPHONE SYSTEM 3013 ATTERDAG AT HOME 636 ATTERDAG RD SOLVANG CA 93463 UNRELATED N/A TO SUPPORT MEALS ON WHEELS PROGRAM & ATTERDAG AT HOME CARE 10000 CHANNEL ISLANDS YMCA 36 HITCHCOCK WAY SANTA BARBARA CA 93105 N/A TO SUPPORT YOUTH HOMELESSNESS AND CRISIS PROGRAMS 25000 MAKE-A-WISH FOUNDATION TRI-COUNTIES 4001 MISSION OAKS BLVD CAMARILLO CA 93012 UNRELATED N/A TO SUPPORT PROJECT HOPE & HEALING 30000 SANTA BARBARA MUSEUM OF NATURAL HIS 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 N/A TO SUPPORT NEW PLANETARIUM PROJECTION SYSTEM 20000 VNA HEALTH FOUNDATION 509 E MONTECITO ST SUITE 200 SANTA BARBARA CA 93103 UNRELATED N/A TO SUPPORT SERENITY HOUSE SUBSIDIZED CARE 20000 SANTA BARBARA BUCKET BRIGADE PO BOX 50640 SANTA BARBARA CA 93150 UNRELATED N/A TO SUPPORT THE BUCKET BRIGADE ACADEMY - LEADERSHIP TRAINING H.S. 50000 4 KIDS 2 KIDS 1560 E MAIN ST VENTURA CA 93001 UNRELATED N/A TO SUPPORT THE TRAUMA INFORMED THERAPY PROGRAM. 10000 COMMUNIFY 5638 HOLLISTER AVE 230 GOLETA CA 93117 UNRELATED N/A TO SUPPORT CALIFORNIA STUDENT OPPORTUNITY AND ACCESS PROGRAM 20000 GET FOCUSED STAY FOCUSED 5290 OVERPASS ROAD SUITE 220 SANTA BARBARA CA 93111 N/A FOR CAREER GUIDANCE CURRICULUM 10000 THE THRIVING INITIATIVE 7127 HOLLISTER AVE 25A - 2017 GOLETA CA 93117 N/A TO SUPPORT RECOVERY SUPPORT PROGRAMS 12500 MOMENTUM WORK INC 5320 CARPTINERIA AVENUE SUITE G CARPINTERIA CA 93013 UNRELATED NC TO SUPPORT IMPROVING ADA COMPLIANCE IN SANTA MARIA 25000 SAVIE HEALTH 1111 E OCEAN AVE SUITE 2 LOMPOC CA 93436 UNRELATED N/A TO PROVIDE FREE HEALTHCARE FOR UNINSURED IN NORTH & CENTRAL SANTA BARBARA COUNTY 20000 BREAST CANCER RESOURCE CENTER 55 HITCHCOCK WAY 101 SANTA BARBARA CA 93105 N/A TO SUPPORT FUNDING REQUEST FOR EDUCATIONAL WEBINAR PROGRAM 10000 COMMITTEE FOR SOCIAL JUSTICE PO BOX 4294 SANTA BARBARA CA 93140 N/A TO SUPPORT EDUCATING OUR COMMUNITY 10000 LOMPOC TEEN CENTER 732 N H ST LOMPOC CA 93436 N/A TO SUPPORT YES I CAN / SI SE PUEDE PROGRAM 20000 VENTURA COUNTY COUNTY LIBRARY FOUND PO BOX 7531 VENTURA CA 93006 N/A TO SUPPORT / PROVIDE TECHNOLOGY FOR THE SCHOOL MOBILE 12500 HEARTS ALIGNED PO BOX 901 GOLETA CA 93116 N/A TO SUPPORT DIRECT FAMILY ASSISTANCE/MANAGER 25000 THE FREEDOM TO CHOOSE PROJECT 315 MEIGS RD A295 SANTA BARBARA CA 93109 N/A TO SUPPORT A VOLUNTEER PROGRAM TO HELP INCARCERATED INVIDIVIDUALS 25000 MAIN-BEGG FARMHOUSE 5001 HOLLISTER AVE SANTA BARBARA CA 93111 N/A TO SUPPORT GARAGE CONVERSION PROJECT 3000 THE CECILIA FUND PO BOX 92213 SANTA BARBARA CA 93190 N/A TO SUPPORT PAYING MEDICAL & DENTAL BILLS OF LOW-INCOME CLIENTS 5000 GOLETA FAMILY SCHOOL 711 RIBERA DRIVE SANTA BARBARA CA 93111 N/A TO SUPPORT CONSTRUCTION OF THE OUTDOOR CLASSROOM 6970 LEGAL AID FOUNDATION 301 E CANON PERDIDO ST SANTA BARBARA CA 93101 N/A TO PROVIDE COMPUTERS AND COMPUTER SET-UP 10000 MUSIC ACADEMY OF THE WEST 1070 FAIRWAY RD SANTA BARBARA CA 93108 N/A TO SUPPORT THE SING! PROGRAM 10000 ROYAL PRIDE FOUNDATION 4750 HOLLISTER AVE SANTA BARBARA CA 93110 N/A TO SUPPORT BUILDING WELLNESS CAPITAL CAMPAIGN 25000 SB FOOD ACTION NETWORK 133 E DE LA GUERRA ST 268 SANTA BARBARA CA 93101 N/A TO SUPPORT MEDICALLY SUPPORTED FOOD INTERVENTION PROJECT 25000 MUSUEM OF VENTURA COUNTY 100 E MAIN ST VENTURA CA 93001 N/A TO SUPPORT ADA COMPLIANT DOORS 9000 OLD MISSION SANTA BARBARA 2201 LAGUNA STREET SANTA BARBARA CA 93015 N/A TO SUPPORT LA HUERTA GARDEN OUTDOOR EDUCATION, FOR 2023 PARTIAL PAYMENT 15000 SB RESPONSE NETWORK 115 WEST CANON PERDIDO SANTA BARBARA CA 93101 N/A TO SUPPORT VOLUNTEER ENGAGEMENT & RETENTION PROGRAM 12000 SB MARITIME MUSEUM 113 HARBOR WAY STE 190 SANTA BARBARA CA 93109 N/A TO SUPPORT COASTAL LINE CLIMATE & MARITIME CONNECTIONS 7500 AMERICAN INDIAN HEALTH SERVICES 4141 STATE STREET SUITE A1 B2 B6 SANTA BARBARA CA 93110 N/A TO SUPPORT DIABETES CASE MGMT PGM 20000 SANTA BARBARA BIRTH CENTER 2958 STATE ST SANTA BARBARA CA 93105 N/A TO SUPPORT THE PURCHASE OF NEEDED EQUIPMENT 20800 DIGNITY MOVES 870 MARKET STREET 1151 SAN FRANCISCO CA 94102 N/A TO SUPPORT DIGNITY NOW - INTERIM SUPPORTIVE HOUSING VILLAGE 25000 ENSEMBLE THEATRE 1330 STATE STREET SUITE 204 SANTA BARBARA CA 93101 N/A TO PROVIDE A NEW SCISSOR LIFT 25000 NEW WEST SYMPHONY 2100 E THOUSAND OAKS BLVD SUITE D THOUSAND OAKS CA 91362 N/A TO SUPPORT THE LABY HARMONY PROJECT 10000 MESA 77 FAIR DRIVE COSTA MESA CA 92626 N/A TO SUPPORT HOUSE READINESS PROJECT - FURNISH TEN TINY HOMES 25000 1250483 14 177624 14 413967 14 49060 18 73547 10189 714198 10189 724387 false false false false false false false false false false X X 1 CORBETT CHARITABLE LEAD TRUST PO BOX 5655 SANTA BARBARA CA 93150 848314 X CONSULTING/TAX PREP FEES 10975 10975 0 0 INVESTMENT MANAGEMENT FEES 132280 132280 K-1 EXPENSES 19760 19760 Other Investment Income 49060 FOREIGN TAXES PAID 10249 10249 OTHER TAXES AND FILINGS FEES 200 200