2024-06-05T11:26:15-05:00 2023-12-31 872704504 M&G PARTNERS LLP 5210 LEWIS ROAD SUITE 10 AGOURA HILLS CA 91301 990 2023-01-01 954187832 SANTA MONICA MOUNTAINS FUND SANT 8053702341 1 BAXTER WAY SUITE 180 THOUSAND OAKS CA 91362 DEANNA ARMBRUSTER COO 8053702341 2024-06-03 1 DEANNA ARMBRUSTER 999009999 0 MARIETES MACARAYA CPA P00568558 8055268355 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z DEANNA ARMBRUSTER 1 BAXTER WAY SUITE 180 THOUSAND OAKS CA 91362 2389215 0 X WWW.SAMOFUND.ORG X 1988 CA THE SANTA MONICA MOUNTAINS FUND (THE "FUND") OPERATES AS A NOT-FOR-PROFIT ORGANIZATION LOCATED IN THOUSAND OAKS, CALIFORNIA. THE FUND WAS ESTABLISHED TO PROTECT AND ENCOURAGE APPRECIATION AND UNDERSTANDING OF THE SANTA MONICA MOUNTAINS NATIONAL RECREATION AREA ("SMMNRA") BY SUPPORTING THE NATIONAL PARK SERVICE ("NPS") ENDEAVORS IN THE SMMNRA. THE FUND ACHIEVES THIS MISSION BY PARTNERING WITH THE NPS TO FURTHER EDUCATION, SCIENCE, AND RESEARCH; IMPROVING PARK FACILITIES AND TRAILS; ENGAGING COMMUNITY MEMBERS AND YOUTH IN EDUCATION; AND LEADING EFFORTS TO STEWARD THE NATURAL AND CULTURAL RESOURCES OF THESE BEAUTIFUL PARKLANDS. THE FUND'S OBJECTIVES ARE ORGANIZED AROUND THE FOLLOWING CORE PROGRAM AREA, WHICH ARE EDUCATION, HABITAT RESORATION AND TRAILS, OXNARD YOUTH ECOLOGISTS PROGRAM, MONARCH AND MILKWEED PROGRAM, WILDLIFE RESEARCH AND PROTECTION AND OUTREACH AND OTHER SPECIAL INITIATIVES. 10 10 82 0 0 0 1469691 2201643 0 0 -327303 162231 33149 8436 1175537 2372310 500000 0 0 0 1190184 1456709 0 0 170606 723609 672029 2413793 2128738 -1238256 243572 2639727 2978608 113950 209259 2525777 2769349 X SEE SCHEDULE O 0 0 990612 SEE SCHEDULE O 487435 SEE SCHEDULE O 127614 SEE SCHEDULE O 226509 OUTREACH AND OTHER SPECIAL INITIATIVES: THE FUND PROVIDES YEARLY SUPPORT FOR VARIOUS VOLUNTEER PROGRAMS THAT SUPPORT THE NPS AND ITS PARTNER PARK ORGANIZATIONS IN THE SANTA MONICA MOUNTAINS, SUCH AS THE MOUNTED VOLUNTEER PROGRAM, THE MOUNTAIN BIKE UNIT, NATIONAL TRAILS DAY, AND A VARIETY OF OTHER VOLUNTEER ACTIVITIES. THE FUND ALSO SUPPORTS VARIOUS CULTURAL PRESERVATION PROJECTS INCLUDING ARCHEOLOGICAL RESEARCH PROJECTS AND CULTURAL ACTIVITIES AT THE SATWIWA NATIVE AMERICAN INDIAN CULTURE CENTER. 226509 1832170 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 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 0 0 0 0 0 1 79 0 1 82 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DEANNA ARMBRUSTER 8053702341 1 BAXTER WAY SUITE 180 THOUSAND OAKS CA 91362 KIM KOVACS PRESIDENT 2.00 X X 0 0 0 DENNIS H WASHBURN MEMBER 1.00 X 0 0 0 ANNMARIE GREENWOOD MEMBER 1.00 X 0 0 0 THOMAS BLISS TREASURER 2.00 X X 0 0 0 TES MACARAYA MEMBER 1.00 X 0 0 0 ASIA MARIE EVANS VICE PRESIDENT 1.00 X X 0 0 0 DARRIN HURWITZ SECRETARY 1.00 X X 0 0 0 ELAINE LEE MEMBER 1.00 X 0 0 0 MARILYN PEAKE MEMBER 1.00 X 0 0 0 DEANNA ARMBRUSTER EXECUTIVE DIRECTOR 40.00 X 83340 0 0 NICOLE KAPLAN CFO 20.00 X 46195 0 0 129535 0 0 0 0 0 0 0 746025 1455618 2201643 162231 162231 22242 16905 5337 5337 OTHER INCOME - TSHIRTS 900099 1561 1561 OTHER INCOME - WC INSU 900099 1538 1538 3099 2372310 165330 0 5337 1337240 1251522 50027 35691 119469 112714 3480 3275 1691 536 95 1060 10228 878 981 8369 8280 1180 5780 1320 2332 2332 59138 52546 6592 PROFESSIONAL SERVICES 171537 40008 39781 91748 INTERN STIPENDS 145586 144146 1440 0 SUPPLIES 123377 118633 4738 6 CONTRACT SUPPORT 60237 59579 658 0 89623 50428 12390 26805 2128738 1832170 125962 170606 655129 1106419 1653901 49187 512500 1010 3820 12181 12181 0 0 274477 1352177 6023 3692 2639727 2978608 113950 145098 64161 113950 209259 X 1416049 1378987 1109728 1390362 2525777 2769349 2639727 2978608 243572 0 X 0 1 X 1 0 X 1715115 1218864 2305281 1469691 2201643 8910594 1715115 1218864 2305281 1469691 2201643 8910594 8910594 145633 180751 230963 -327303 162231 392275 70054 63265 231390 33149 8436 406294 9709163 0.91780 0.92310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2019 AMOUNT: $ 67,749. 2020 AMOUNT: $ 62,555. 2023 AMOUNT: $ 0. FUNDRAISING - 2021 AMOUNT: $ 71,915. 2022 AMOUNT: $ 11,608. 2023 AMOUNT: $ 5,337. OTHER - 2019 AMOUNT: $ 2,305. 2020 AMOUNT: $ 710. 2021 AMOUNT: $ 159,475. 2022 AMOUNT: $ 21,541. 2023 AMOUNT: $ 3,099. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 265328 21467 286795 311585 -46257 265328 280065 31520 311585 251461 28604 280065 224807 300 26354 251461 0.29000 0.71000 0.00000 0 0 12181 12181 0 0 BERNSTEIN INVESTMENTS 1352177 C 1352177 2372310 0 2372310 0 2372310 2128738 0 2128738 0 2128738 PART V, LINE 4: THE FUND'S ENDOWMENTS ARE TO BE USED TO COVER THE COST OF TRANSPORTATION TO BRING UNDER-SERVED SCHOOL CHILDREN TO THE SANTA MONICA MOUNTAINS NATIONAL RECREATION AREA, AND TO SUPPORT RESEARCH AND CONSERVATION OF WILDLIFE IN AND AROUND THE SANTA MONICA MOUNTAINS. SPECIAL EVENTS 22242 22242 656 2910 1614 10000 1725 0 22242 22242 656 2910 1614 10000 1725 16905 5337 FORM 990, PART III, LINE 4A HABITAT RESTORATION AND TRAILS: THE FUND SUPPORTS PROJECTS AND PROGRAMS THAT PRESERVE THE SMMNRA FOR ALL TO EXPLORE FOR GENERATIONS TO COME. THE NATIVE PLANT NURSERY AT RANCHO SIERRA VISTA CONTINUED TO SERVE AS A VITAL SITE FOR LEARNING AND EMPLOYMENT OPPORTUNITIES FOR LOCAL YOUTH FROM DIVERSE COMMUNITIES. THROUGH INTERNSHIPS AND EMPLOYMENT OPPORTUNITIES, "AT-PROMISE" YOUTH GAINED VALUABLE SKILLS AND EXPERIENCES IN PLANT PROPAGATION AND HABITAT RESTORATION. THIS NURSERY BOASTS THE OXNARD YOUNG ECOLOGIST PROGRAM AND THE MONARCH AND MILKWEED PROGRAM. FORM 990, PART III, LINE 4B EDUCATION: THE FUND FACILITATES STRATEGIC EDUCATION INITIATIVES DESIGNED TO SERVE LOCAL YOUTH THROUGH MULTIPLE EDUCATIONAL, PROGRAMMING AND INTERNSHIP OPPORTUNITIES. THE FUND PROVIDES FUNDING FOR PROGRAMMING OPEN OUTDOORS FOR KIDS PROGRAM WAS A CORNERSTONE OF OUR EFFORTS TO CONNECT YOUTH WITH THE NATURAL WORLD IN 2023. THIS PROGRAM BRINGS APPROXIMATELY 25,000 FOURTH GRADERS TO THE SMMNRA TO ENJOY A DAY IN THE PARK TO LEARN ABOUT PLANTS, ANIMALS, AND NATIVE AMERICAN HERITAGE AND HELP THEM GAIN A DEEPER APPRECIATION FOR THE NATURAL WORLD. FOR COLLEGE STUDENTS, THE FUND PROVIDES VALUABLE OPPORTUNITIES FOR UNIVERSITY STUDENTS TO ENGAGE WITH THE NPS AND GAIN PRACTICAL EXPERIENCE IN CONSERVATION AND EDUCATION. IN THE SUMMER, THE SANTA MONICA YOUTH EMPLOYMENT MENTORING PROGRAM BRINGS COLLEGE STUDENTS TO THE SMMNRA TO WORK CLOSELY WITH NPS LEADERSHIP TO SUPPORT VARIOUS PARK COMMITMENT TO ENVIRONMENTAL STEWARDSHIP AND EDUCATION EXTENDED TO UNDERSERVED COMMUNITIES, PROVIDING TRANSFORMATIVE EXPERIENCES FOR PARTICIPANTS. THROUGH PARTNERSHIPS WITH THE NPS, THE FUND FACILITATED EDUCATIONAL PROGRAMS THAT EMPOWERED YOUTH FROM DIVERSE BACKGROUNDS TO CONNECT WITH NATURE AND LEARN ABOUT CONSERVATION. PAID INTERNSHIPS ASSIST NPS LEADERSHIP IN ORGANIZING AND CONDUCTING THIS PROGRAM, PROVIDING VALUABLE HANDS-ON EXPERIENCE IN ENVIRONMENTAL EDUCATION AND PARK MANAGEMENT. THIS IS A MENTORSHIP PROGRAM THAT GIVES ACCESS TO OPPORTUNITIES FOR EMPLOYMENT. FORM 990, PART III, LINE 4C WILDLIFE RESEARCH AND PROTECTION: IN ADDITION TO STUDENT INTERNS SUPPORTING WILDLIFE RESEARCH, THE FUND SUPPORTS THE NPS WILDLIFE RESEARCH PROGRAM BY DONATING FUNDS TO SUPPORT STAFFING OF MULTIPLE RESEARCH PROJECTS FOCUSING ON COYOTES, DEER AND RED-LEGGED FROGS. ADVANCED TECHNOLOGIES SUCH AS SATELLITE COLLARS AND WILDLIFE TRACKING CAMERAS ENABLED NPS BIOLOGIST AND WILDLIFE TECHNICIANS TO TRACK AND UNDERSTAND THE MOVEMENT PATTERS OF MOUNTAIN LIONS AND BOBCATS. RESEARCH WORK RELEVANT TO THE WALLIS ANNENBERG WILDLIFE CROSSING, SUPPORTED BY THE FUND, CONTRIBUTED TO THE CAMPAIGN LEADING TO ITS CONSTRUCTION. THE FUND CONTINUES TO SUPPORT THE NATURE NEIGHBOR PROGRAM, WHICH CONTINUES TO FOSTER LOCAL UNDERSTANDING OF WILDLIFE BEHAVIOR AND PROMOTE COEXISTENCE WITH NATIVE SPECIES. FINALLY, THE BREAK THE POISON CHAIN CAMPAIGN RAISED AWARENESS ABOUT THE RISKS OF RODENTICIDE TO WILDLIFE BY DISTRIBUTING HUNDREDS OF SIGNS TO RAISE AWARENESS ABOUT ANTI-COAGULANTS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED CONTROL OF MANAGEMENT DUTIES TO NICOLE KAPLAN, A FINANCAL CONSULTANT. FORM 990, PART VI, SECTION B, LINE 11B ALL MEMBERS OF THE BOARD OF DIRECTORS WERE PROVIDED WITH AN ADVANCED COPY OF THE FORM 990 TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C WE HAVE A CLEAR POLICY. WE COMMUNICATE THE POLICY DURING ONBOARDING AND ANNUALLY, WE TRAIN AND EDUCATE BOARD MEMBERS AROUND WHY THE POLICY IS NEEDED AND IMPORTANT, WE UPDATE AND REVIEW THE POLICY REGULARLY, WE REQUIRE ALL MEMBERS TO DISCLOSE CONFLICT OF INTERESTS ANNUALLY, REPORTING IN CONFIDENTIAL, WE MAKE SURE INDIVIDUALS RECUSE THEMSELVES IF THERE IS A CONFLICT, WE MAINTAIN RECORDS, WE ARE TRANSPARENT, WE COMPLY WITH LEGAL AND ETHICAL GUIDANCE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PACKAGES FOR CEO, EXECUTIVE DIRECTORS, OFFICERS, AND KEY EMPLOYEES, ARE INDEPENDENTLY REVIEWED AND APPROVED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION VIA THE INTERNET THROUGH THE CALIFORNIA ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS WEBSITE, AS WELL AS GUIDE STAR. THE FUND DOES SUMMARIZE IT'S FINANCIAL STATEMENTS ON ITS WEBSITE AND A PUBLICLY DISTRIBUTED ANNUAL REPORT.