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Nonprofit · EIN 33-0450151

SANTA YNEZ VALLEY FOUNDATION

Tax-exempt · SOLVANG, CA 93463

Financials

$771K$413K2022$301K$531K2023$376K$549K2024
Revenue Expenses · by fiscal year end
Financials of SANTA YNEZ VALLEY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$376,130$548,508-$172,378$4,868,219$236$4,867,983
June 30, 2024990$300,564$531,142-$230,578$5,041,627$1,266$5,040,361
June 30, 2023990$771,088$413,022$358,066$5,271,554$615$5,270,939
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$149,471
Program service revenue
$0
Investment income
$197,338
Net gain from sales of assets
$42,195
Other revenue
$29,321

Expenses

Grants and similar amounts paid
$386,600
Compensation of officers, directors and key employees
$0
Other salaries and wages
$72,316
Salaries, compensation and benefits (total)
$78,009
Professional fundraising fees
$0
Accounting fees
$13,960
Occupancy
$16,100
Travel
$1,013
Depreciation
$1,524
Program services (functional)
$386,600
Management and general (functional)
$160,568
Fundraising (functional)
$1,340

Balance sheet and other

Total assets, start of year
$5,041,627
Total assets, end of year
$4,868,219
Total liabilities, end of year
$236
Net assets, end of year
$4,867,983
Land, buildings and equipment
$11,314
Publicly traded securities
$4,504,447
Net assets without donor restrictions
$2,958,899
Net assets with donor restrictions
$1,909,084
Gross receipts
$1,977,555
Employees
2
Volunteers
8
Year formed
1991
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
VERVA ENOCHTreasurer
Trustee or director, Officer
0$0
BARBARA ANDERSONDirector
Trustee or director
0$0
MICHAEL NICOLADirector
Trustee or director
0$0
MICHAEL GRENIERDirector
Trustee or director
0$0
SPENCER K TURNBULLDirector
Trustee or director
0$0
CHRIS URQUIDEZPresident
Trustee or director, Officer
0$0
JON HOOTENVice President
Trustee or director, Officer
0$0
DEBBIE JONESSecretary
Trustee or director, Officer
0$0
990 for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensation
ANNE CHRISTIANSENSECRETARY20$11,245
MORGAN HALMEVice President
Trustee or director, Officer
0$0
VERVA ENOCHTreasurer/Secre
Trustee or director, Officer
0$0
HAYLEY FIRESTONEDirector
Trustee or director
0$0
BARBARA ANDERSONDirector
Trustee or director
0$0
MICHAEL NICOLADirector
Trustee or director
0$0
MICHAEL GRENIERDirector
Trustee or director
0$0
SPENCER K TURNBULLDirector
Trustee or director
0$0
CHRIS URQUIDEZDirector
Trustee or director
0$0
JON HOOTENDirector
Trustee or director
0$0
DEBBIE JONESPresident
Trustee or director, Officer
0$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensation
ANNE CHRISTENSENSecretary
Trustee or director, Officer
20$50,310
MORGAN HALMEDirector
Trustee or director
0$0
ALFONSO GONZALEZDirector
Trustee or director
0$0
VERVA ENOCHTreasurer
Trustee or director, Officer
0$0
TRESHA SELLDirector
Trustee or director
0$0
MICHAEL GRENIERDirector
Trustee or director
0$0
HAYLEY FIRESTONEDirector
Trustee or director
0$0
CHRIS URQUIDEZDirector
Trustee or director
0$0
JON HOOTENDirector
Trustee or director
0$0
DEBBIE JONESPresident
Trustee or director, Officer
0$0

Address and contacts

Address (IRS master file)
485 ALISAL RD STE 272, SOLVANG, CA 93463-3783
In care of
% JEFFREY L COTTER CEO
Signed the 990
CHRIS URQUIDEZ, President
Phone
(805) 688-2991
Return prepared by
Serritslev Norwine & CO CPAs LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0450151 or by the name SANTA YNEZ VALLEY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE SANTA YNEZ VALLEY FOUNDATION PARTNERS WITH THE COMMUNITY TO ENHANCE THE QUALITY OF LIFE IN THE SANTA YNEZ VALLEY AND LOS ALAMOS.

990 for the year ended June 30, 2025

Program accomplishments

  • DURING THE YEAR ENDING JUNE 30, 2025 GRANTS WERE MADE TO VARIOUS NONPROFIT ORGANIZATIONS TO BE USED IN THE SANTA YNEZ VALLEY AND LOS ALAMOS VALLEY OF SANTA BARBARA COUNTY, CALIFORNIA. IN ADDITION 36 STUDENTS OF THE SAME COMMUNITIES WERE AWARDED SCHOLARSHIPS.EACH YEAR THE FOUNDATION BOARD OF DIRECTORS APPROVES A BUDGET BASED ON 5% OF THE NET ASSET BALANCE AT THE END OF THE PREVIOUS YEAR.THE FOUNDATION SEEKS ADDITIONAL ENDOWMENT FUNDS FROM THE LOCAL PUBLIC AS THE COMMUNITY NEED GROWS SO THAT IT CAN FULFILL THE MISSION. THE MISSION OF THE SANTA YNEZ VALLEY FOUNDATION IS:THE SANTA YNEZ VALLEY FOUNDATION PARTNERS WITH THE COMMUNITY TO ENHANCE THE QUALITY OF LIFE IN THE SANTA YNEZ VALLEY AND LOS ALAMOS.
    Expenses $386,600 · grants $386,600

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
33-0450151
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1996
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$4,868,219
Income (IRS master file)
$1,977,555

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$376,130$548,508$4,868,219XML
990June 2024$300,564$531,142$5,041,627XML
990June 2023$771,088$413,022$5,271,554XML
990June 2022–––IRS
990June 2021–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0450151).

Questions about SANTA YNEZ VALLEY FOUNDATION

What is the EIN of SANTA YNEZ VALLEY FOUNDATION?
The employer identification number (EIN) of SANTA YNEZ VALLEY FOUNDATION is 33-0450151.
Is SANTA YNEZ VALLEY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to SANTA YNEZ VALLEY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SANTA YNEZ VALLEY FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SANTA YNEZ VALLEY FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SANTA YNEZ VALLEY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of SANTA YNEZ VALLEY FOUNDATION?
The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does SANTA YNEZ VALLEY FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $376,130, expenses of $548,508 and total assets of $4,868,219 at year end.

Other nonprofits in SOLVANG

All nonprofits in SOLVANG · California · Unknown