2025-11-10T18:13:41-06:00 2024-12-31 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2024-01-01 770203235 VOLENTINE FAMILY FOUNDATION VOLE 8059625719 19 WEST CARRILLO STREET STE B SANTA BARBARA CA 93101 CLAUDETTE SABIRON CFO 8059625719 2025-11-10 1 0 CATHERINE MACAULAY P00178796 8059631837 2024 2025-03-06 01:10:19Z X 32821689 X X 13632 13632 612886 612886 58088 58088 -11943 2055780 8143249 2055780 32902 1803 2773288 2742189 217000 76500 128500 14721 14721 0 54794 38356 16438 288019 286844 1175 6858 6858 0 75113 13976 11495 60419 46820 19240 9620 9620 15924 7962 7962 78135 65618 9678 830223 567275 184868 1280000 1280000 2110223 567275 1464868 663065 2174914 142594 243881 243881 349055 1938486 1938486 1327650 536027 824555 791623 1483878 21438807 20469987 27923822 1143833 487534 683492 656299 1230137 0 1485 1485 23438503 24101761 32821689 8817 9010 8817 9010 X 0 0 0 0 23429686 24092751 23429686 24092751 23438503 24101761 23429686 663065 0 24092751 0 24092751 GOLDMAN SACHS # 7660 - HARDING (DETAIL UPON REQUEST) 2023-01-01 2024-12-31 289365 236309 53056 53056 GOLDMAN SACHS #8452 - EQUITIES & FIXED INCOME (DETAIL UPON REQUEST) 2023-01-01 2024-12-31 290228 216910 73318 73318 GOLDMAN SACHS #8718 - CORPORATE FIXED INCOME (DETAIL UPON REQUEST) 2023-01-01 2024-12-31 250886 260083 -9197 -9197 GOLDMAN SACHS #8726 (DETAIL UPON REQUEST) 2023-01-01 2024-12-31 675065 531813 143252 143252 GOLDMAN SACHS #9921 (DETAIL UPON REQUEST) 2023-01-01 2024-12-31 815960 738090 77870 77870 GOLDMAN SACHS #9939 (DETAIL UPON REQUEST) 2023-01-01 2024-12-31 80839 80611 228 228 GOLDMAN SACHS #7347 (DETAIL UPON REQUEST) 2023-01-01 2024-12-31 585511 473767 111744 111744 MONTECITO BANK & TRUST #8459-00 (DETAIL UPON REQUEST) 2023-01-01 2024-12-31 533232 292785 240447 240447 MONTECITO BANK & TRUST #8459-01 (DETAIL UPON REQUEST) 2023-01-01 2024-12-31 272843 271384 1459 1459 NORTHERN TRUST #94797 (DETAIL UPON REQUEST) 2023-01-01 2024-12-31 1733244 1232805 500439 500439 NORTHERN TRUST #96747 (DETAIL UPON REQUEST) 2023-01-01 2024-12-31 1604560 1403940 200620 200620 NORTHERN TRUST #6783 (DETAIL UPON REQUEST) 2023-01-01 2024-12-31 469406 348972 120434 120434 NT PRIVATE EQUITY PARTNERSHIP 2023-01-01 2024-12-31 459705 459705 459705 CAPITAL GAINS DIVIDENDS P 82405 82405 82405 2055780 30231 0 30231 0 30231 41957 0 0 0 41957 X 0 11726 11726 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 VOLENTINE.ORG CLAUDETTE SABIRON 8059625719 19 WEST CARRILLO STREET SANTA BARBARA CA 93101 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY K POPENHAGEN 19 W CARRILLO STREET SANTA BARBARA CA 93101 PRESIDENT 11.00 80000 0 8545 DIANE K HAYES 19 W CARRILLO STREET SANTA BARBARA CA 93101 VICE PRESIDENT 1.00 32000 1053 1540 CLAUDETTE SABIRON 19 W CARRILLO STREET SANTA BARBARA CA 93101 SECRETARY 30.00 65000 5419 0 CATHERINE MACAULAY 19 W CARRILLO STREET SANTA BARBARA CA 93101 TREASURER 1.00 20000 0 0 RICHARD A NIGHTINGALE 19 W CARRILLO STREET SANTA BARBARA CA 93101 CHIEF FINANCIAL OFFICER 1.00 20000 0 0 NONE 0 NORTHERN TRUST 1485 EAST VALLEY RD STE 7 SANTA BARBARA CA 93108 INVESTMENT ADVISORY 83226 GOLDMAN SACHS & CO LLC 2121 AVENUE OF THE STARS STE 2600 LOS ANGELES CA 90067 INVESTMENT ADVISORY 72758 MONTECITO BANK & TRUST 1106 COAST VILLAGE RD STE E SANTA BARBARA CA 93108 INVESTMENT ADVISORY 57141 HUTCHINSON & BLOODGOOD LLP PO BOX 518 EL CENTRO CA 92244 ACCOUNTING AND TAX SERVICES 54794 0 0 24777173 1234514 5647439 31659126 0 0 31659126 474887 31184239 1559212 1559212 30231 597 30828 1528384 0 1528384 0 1528384 1464868 0 1464868 1528384 1463712 0 0 1464868 1463712 0 0 1156 0 0 0 0 0 0 0 0 1527228 0 0 0 X VOLENTINE FAMILY FOUNDATION 19 W CARRILLO STREET STE B SANTA BARBARA CA 93101 8059625719 SEE WEBSITE FOR REQUIREMENTS AND SUBMISSION OF INITIAL INQUIRY AND DETERMINATION OF QUALIFICATION TO SUBMIT, IF APPROVED, A GRANT APPLICATION AND APPLICABLE SUPPORTING DOCUMENTATION WILL BE REQUESTED. APRIL 20 AWARDS IN OUR AREAS OF INTEREST ARE LIMITED TO ORGANIZATIONS OPERATING IN THE FOLLOWING GEOGRAPHICAL AREAS: SANTA BARBARA, CA, AND LOVELAND, CO AGUA FRIA FOOD AND CLOTHING BANK 405 E HARRISON DRIVE AVONDALE AZ 85323 NONE PC FAMILY SUPPORT SERVICES 7500 ANGELS FOSTER CARE OF SANTA BARBARA 3905 STATE STREET STE 7-115 SANTA BARBARA CA 93105 NONE PC YOUTH SUPPORT SERVICES 10000 ASSISTANCE LEAGUE 1249 VERONICA SPRINGS ROAD SANTA BARBARA CA 93105 NONE PC YOUTH SUPPORT SERVICES 10000 BOYS & GIRLS CLUB OF LARIMER COUNTY 103 SMOKEY STREET FORT COLLINS CO 80525 NONE PC YOUTH SUPPORT SERVICES 20000 CANCER CENTER OF SANTA BARBARA 300 W PUEBLO STREET SANTA BARBARA CA 93105 NONE PC HUMAN HEALTH SERVICESTHE JULIE MAIN ENDOWMENT FUND 2000 CASA OF LARIMER COUNTY 3105 E HARMONY ROAD FORT COLLINS CO 80528 NONE PC CHILD ABUSE TREATMENT AND PREVENTION 15000 CASA OF SANTA BARBARA COUNTY 118 E FIGUEROA STREET SANTA BARBARA CA 93101 NONE PC CHILD ABUSE TREATMENT AND PREVENTION 15000 CASA SERENA 1515 BATH STREET SANTA BARBARA CA 93101 NONE PC ALCOHOL AND DRUG RECOVERY SERVICES 35000 CHILD ABUSE LISTENING MEDIATION 1236 CHAPALA STREET SANTA BARBARA CA 93101 NONE PC CHILD ABUSE TREATMENT AND PREVENTION 15000 CITY OF GOODYEAR 190 N LITCHFIELD ROAD GOODYEAR AZ 85338 NONE PC SHOP WITH A COPPCPBC TOY DRIVE 10000 COMMUNITY KITCHEN 816 CACIQUE STREET SANTA BARBARA CA 93103 NONE PC COMMUNITY SUPPORT SERVICES 7500 COUNCIL ON ALCOHOLISM & DRUG ABUSE 232 E CANON PERDIDO STREET SANTA BARBARA CA 93101 NONE PC ALCOHOL AND DRUG RECOVERY SERVICES 25000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 NONE PC HURRICANE RELIEF FUND 10000 DOMESTIC VIOLENCE SOLUTIONS 411 E CANON PERDIDO STREET STE 12 SANTA BARBARA CA 93101 NONE PC FAMILY SUPPORT SERVICES 20000 DREAM FOUNDATION 1528 CHAPALA STREET 304 SANTA BARBARA CA 93101 NONE PC FLOWER EMPOWERFAMILY SUPPORT SERVICES 18000 ELEVATIONS FOUNDATION (DBA LOCAL CHANGE FOUNDATION) PO BOX 9004 BOULDER CO 80301 NONE PC COMMUNITY SUPPORT SERVICES 20000 FAMILY SERVICE AGENCY 123 W GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PC FAMILY SUPPORT SERVICES 15000 FOLDS OF HONOR FOUNDATION 9500 N 129TH E AVENUE STE 235 OWASSO OK 74055 NONE PC FAMILY SUPPORT SERVICES 10000 FOOD FROM THE HEART PO BOX 3908 SANTA BARBARA CA 93130 NONE PC FAMILY SUPPORT SERVICES 30000 FOODBANK OF SANTA BARBARA 4554 HOLLISTER AVENUE SANTA BARBARA CA 93110 NONE PC FAMILY SUPPORT SERVICES 30000 FOUNDATION FOR SBCCPROMISE 721 CLIFF DRIVE SANTA BARBARA CA 93109 NONE PC SANTA BARBARA CITY COLLEGE PROMISE PROGRAM 15000 FOUNDATION FOR SBCCCARE 721 CLIFF DRIVE SANTA BARBARA CA 93109 NONE PC EDUCATION 20000 GIRLS INC OF GREATER SANTA BARBARA PO BOX 236 SANTA BARBARA CA 93102 NONE PC YOUTH SUPPORT SERVICES 10000 HABITAT FOR HUMANITY - SANTA BARBARA COUNTY PO BOX 176 GOLETA CA 93116 NONE PC FAMILY SUPPORT SERVICES 30000 HABITAT FOR HUMANITY - LOVELAND 5250 GARFIELD N HIGHWAY 287 LOVELAND CO 80538 NONE PC FAMILY SUPPORT SERVICES 15000 HARMONY FOUNDATION INC 1600 FISH HATCHERY ROAD ESTES PARK CO 80517 NONE PC ALCOHOL AND DRUG RECOVERY SERVICES 15000 HEARTS & HORSES 163 N COUNTY ROAD 29 LOVELAND CO 80537 NONE PC DISABILITY SUPPORT SERVICES 5000 HOSPICE OF SANTA BARBARA INC 2050 ALAMEDA PADRE SERRA STE 100 SANTA BARBARA CA 931031704 NONE PC HUMAN HEALTH SERVICES 15000 HOUSE OF NEIGHBORLY SERVICE 565 N CLEVELAND AVENUE LOVELAND CO 80537 NONE PC FAMILY SUPPORT SERVICES 20000 KIDS PAK PO BOX 2078 LOVELAND CO 80539 NONE PC YOUTH SERVICES 25000 LOVELAND FOOD BANK 5706 WRIGHT DRIVE LOVELAND CO 80538 NONE PC FAMILY SUPPORT SERVICES 30000 MEALS ON WHEELS SANTA BARBARA PO BOX 6099 SANTA BARBARA CA 931606099 NONE PC FAMILY SUPPORT SERVICES 25000 MEALS ON WHEELS LOVELAND & BERTHOUD 535 N DOUGLAS AVENUE LOVELAND CO 80537 NONE PC FAMILY SUPPORT SERVICES 25000 MOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION 125 STATE STREET SANTA BARBARA CA 93101 NONE PC GENERAL FUNDS 10000 NEW BEGINNINGS COUNSELING CENTER 324 E CARRILLO STREET C SANTA BARBARA CA 93101 NONE PC COUNSELNG SERVICES 20000 NEW HOUSE 2434 BATH STREET SANTA BARBARA CA 93105 NONE PC ALCOHOL AND DRUG RECOVERY SERVICES 25000 ORGANIC SOUP KITCHEN 315 MEIGS ROAD STE A 369 SANTA BARBARA CA 93109 NONE PC COMMUNITY SUPPORT SERVICES 10000 PACIFIC PRIDE FOUNDATION 608 ANACAPA STREET STE A SANTA BARBARA CA 93101 NONE PC COMMUNITY SUPPORT SERVICES 15000 PARTNERS IN HOUSING SOLUTIONS INC 210 E CLARK AVENUE SANTA MARIA CA 93455 NONE PC FAMILY SUPPORT SERVICES 15000 POLICE ACTION LEAGUE (PAL) 222 E ANAPAMU STE 24 SANTA BARBARA CA 93190 NONE PC YOUTH SUPPORT SERVICESGOLD SPONSORSHIP 30000 PROJECT SELF-SUFFICIENCY 375 W 37TH STREET 150 LOVELAND CO 80538 NONE PC FAMILY SUPPORT SERVICES 20000 SALVATION ARMY OF LOVELAND 840 N LINCOLN AVENUE LOVELAND CO 80537 NONE PC HOMELESS SUPPORT SERVICES 15000 SALVATION ARMY SANTA BARBARA 4849 HOLLISTER AVENUE SANTA BARBARA CA 93111 NONE PC HOMELESS SUPPORT SERVICES 28500 SANTA BARBARA ATHLETIC ROUND TABLE PO BOX 3813 SANTA BARBARA CA 93130 NONE PC SPONSOR 2024-2025 LUNCHEON 5000 SANTA BARBARA COTTAGE HOSPITAL FOUNDATION PO BOX 689 SANTA BARBARA CA 93102 NONE PC EDUCATIONNURSING BACHELORS DEGREE PROGRAM 42000 SANTA BARBARA FOUNDATION 1111 CHAPALA STREET 200 SANTA BARBARA CA 93101 NONE PC SAFETY AND SHELTER PROGRAM 60000 SANTA BARBARA INTERNATIONAL FILM FESTIVAL 1528 CHAPALA STREET 203 SANTA BARBARA CA 93101 NONE PC MUSIC AND THE ARTSMIKE'S FIELD TRIP TO THE MOVIES 5000 SANTA BARBARA NEIGHBORHOOD CLINICS 414 EAST COTA STREET 1ST FLOOR SANTA BARBARA CA 93101 NONE PC HUMAN HEALTH SERVICES 30000 SANTA BARBARA POLICE FOUNDATION PO BOX 91929 SANTA BARBARA CA 93190 NONE PC COMMUNITY SUPPORT SERVICES 10000 SANTA BARBARA PUBLIC LIBRARY FOUNDATION PO BOX 92137 SANTA BARBARA CA 93190 NONE PC EDUCATION 10000 SANTA BARBARA RESCUE MISSION 535 E YANONALI STREET SANTA BARBARA CA 93103 NONE PC ALCOHOL AND DRUG RECOVERY SERVICES 20000 SANTA BARBARA YMCA 36 HITCHCOCK WAY SANTA BARBARA CA 93105 NONE PC RECREATION AND SPORTSSUMMER CAMP 5000 SCHOLARSHIP FOUNDATION OF SANTA BARBARA PO BOX 3620 SANTA BARBARA CA 93130 NONE PC EDUCATION 15000 ST MARY'S FOOD BANK 2831 N 31ST AVENUE PHOENIX AZ 85009 NONE PC FAMILY SUPPORT SERVICESWEST VALLEY SERVICE'S 19000 STORYTELLER 2115 STATE STREET SANTA BARBARA CA 93105 NONE PC EDUCATION 20000 THOMPSON EDUCATION FOUNDATION 800 S TAFT AVENUE LOVELAND CO 80537 NONE PC EDUCATIONTEF SCHOLARSHIPS 40000 TRANSITION HOUSE 425 E COTA STREET SANTA BARBARA CA 93101 NONE PC FAMILY SUPPORT SERVICES 35000 UCSB FOUNDATION 1210 CHEADLE HALL SANTA BARBARA CA 93106 NONE PC GUARDIAN SCHOLARS PROGRAM 10000 UNITED BOYS & GIRLS CLUB OF SANTA BARBARA PO BOX 1485 SANTA BARBARA CA 93102 NONE PC YOUTH SUPPORT SERVICES 30000 UNITED WAY OF SANTA BARBARA 320 E GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PC COMMUNITY SUPPORT SERVICESFUN IN THE SUN PROGRAM 25000 UNITY SHOPPE INC 1401 CHAPALA STREET SANTA BARBARA CA 93101 NONE PC FAMILY SUPPORT SERVICES 55000 VITAMIN ANGELS 6500 HOLLISTER AVENUE STE 130 GOLETA CA 93117 NONE PC HUMAN HEALTH SERVICES 10000 WOMEN'S ECONOMIC VENTURES 21 EAST CANON PERDIDO STREET STE 301 SANTA BARBARA CA 93101 NONE PC COMMUNITY SUPPORT SERVICES 23500 YOUNG LIFE 123 W PADRE STREET 3 SANTA BARBARA CA 93105 NONE PC YOUTH SUPPORT SERVICES 5000 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 200065310 NONE PC HURRICANE RELIEF FUND 10000 ARIZONA DESERT ELEMENTARY SCHOOL 8803 W VAN BUREN STREET TOLLESON AZ 83353 NONE PC EDUCATION 1000 FRIENDSHIP ADULT DAY CARE 89 EUCALYPTUS LANE SANTA BARBARA CA 93108 NONE PC HUMAN HEALTH SERVICES 5000 LITTLE STAR PONY FOUNDATION 1036 ARBOLADO ROAD SANTA BARBARA CA 93103 NONE PC PONY VISIT FOR SPECIAL CHILDEN AND SENIORS IN NEED 1000 THE MATTHEWS HOUSE 415 MASON COURT 1 FORT COLLINS CO 80524 NONE PC COMMUNITY SUPPORT SERVICES 25000 1280000 0 14 13632 14 612886 15 -11943 523000 31099 01 1803 18 2055780 31099 2672158 0 2703257 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 54794 38356 16438 BUILDING 2001-12-20 752332 400437 SL 39.000000000000 19291 0 LAND 2001-12-20 112418 L 0 0 FMV IN EXCESS OF BASIS 2001-12-20 60000 L 0 0 FOUNDATION OFFICE CHAIRS 2004-02-17 3507 3507 200DB 7.000000000000 0 0 CONFERENCE TABLE 2004-02-24 4254 4254 200DB 7.000000000000 0 0 OFFICE FURNITURE 2005-10-27 2353 2287 200DB 7.000000000000 0 0 OFFICE FURNITURE 2006-04-30 1540 1540 200DB 7.000000000000 0 0 HP LASER JET P3015 2011-01-03 795 795 SL 5.000000000000 0 0 HP LASER JET P3015 2011-06-30 630 630 SL 5.000000000000 0 0 BUILDING REMODEL 2012-07-01 892939 263304 SL 39.000000000000 22896 0 DESK 2012-01-25 10364 10364 SL 5.000000000000 0 0 BUILDING REMODEL 2013-07-01 30678 8263 SL 39.000000000000 787 0 REMOVABLE WALL 2013-07-01 19855 13902 SL 15.000000000000 1324 0 BUILDING REMODEL 2015-07-01 51305 11186 SL 39.000000000000 1316 0 BUILDING 2001-12-20 335168 195582 SL 39.000000000000 8594 0 LAND 2001-12-20 50082 L 0 0 ELECTRICAL RECONFIGURATION 2014-09-30 5512 1304 SL 39.000000000000 141 0 DELL OFFICE COMPUTER 2014-12-15 2594 2594 SL 5.000000000000 0 0 COPIER 2014-06-06 1101 1101 SL 5.000000000000 0 0 KEYLESS LOCKING SYSTEM 2016-07-12 8334 4170 SL 15.000000000000 556 0 BUILDING REMODEL 2016-11-09 19546 3591 SL 39.000000000000 501 0 HID ACCESS CONTROL SYSTEM 2018-04-05 10390 3985 SL 15.000000000000 693 0 CARPET 2018-03-19 2560 2560 SL 5.000000000000 0 0 MAILBOX 2018-11-29 10938 10938 SL 5.000000000000 0 0 ROOF 2019-09-17 35443 3863 SL 39.000000000000 909 0 AIR CONDITIONING UNITS 2019-09-18 46845 13273 SL 15.000000000000 3123 0 PART VII-B, LINE 1A(3): FORM 990-PF THE FOUNDATION UTILIZES THE SERVICES OF THE CPA FIRM H&B FOR TAX RETURN AND ACCOUNTING SERVICES; MS. MACAULAY IS A PARTNER OF THE ACCOUNTING FIRM AND A TREASURER OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY. BUILDING 608290 335437 272853 513774 LAND 115700 0 115700 217859 REMODEL 571369 175914 395455 744630 FURNITURE AND FIXTURES 32291 24676 7615 7615 NORTHERN TRUST #4797 AT COST 3834428 4243965 NORTHERN TRUST - HEDGE FUNDS AT COST 1000000 1274307 NORTHERN TRUST - PRIVATE EQUITY FUND III AT COST 40701 148729 NORTHERN TRUST - PRIVATE EQUITY CORE FUND VI AT COST 1212069 2427047 MINERAL INTEREST - WATERFLOOD AT COST 8609 10025 MINERAL INTEREST - ACKMAN AT COST 327 360 GOLDMAN SACHS #7660 AT COST 532119 734596 GOLDMAN SACHS #8452 AT COST 3428687 6676731 GOLDMAN SACHS #8718 AT COST 2426721 2342491 MONTECITO BANK & TRUST #8459-00 AT COST 2140586 3413642 MONTECITO BANK & TRUST #8459-01 AT COST 1552264 1496547 GOLDMAN SACHS #9921 AT COST 625807 850693 GOLDMAN SACHS #7347 AT COST 531674 594641 GOLDMAN SACHS #3121 AT COST 1344 0 NORTHERN TRUST - REAL ESTATE FUNDS AT COST 568810 571769 NORTHERN TRUST - FIXED INCOME AT COST 400446 396427 NORTHERN TRUST- PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND IV (OFFSHORE), L AT COST 625310 901663 GOLDMAN SACHS #8452 - PARNASSUS CORE EQUITY AT COST 477728 488890 MFB NORTHERN FDS U.S. QUALITY ESG FUND AT COST 543686 683294 NORTHERN TRUST- WM ALTERNATIVES TPG RISE CLIMATE ONSHORE FEEDER FUND AT COST 518671 668005 FURNITURE AND FIXTURES 46924 40524 6400 6400 REMODEL 428611 137375 291236 548387 BUILDING 561498 309635 251863 474249 LAND 106800 0 106800 201101 OTHER RECEIVABLES 0 1485 1485 INSURANCE 12656 3635 7970 AUTO EXPENSE 886 443 443 MISCELLANEOUS INVESTMENT EXPENSES 21719 21719 0 OFFICE EXPENSE 2531 1266 1265 RENTAL EXPENSES 36812 36812 0 PARTNERSHIP PASSTHROUGH - NON-DEDUCTIBLE EXPENSES 1788 0 0 PARTNERSHIP PASSTHROUGH - EXPENSES 1743 1743 0 MISCELLANEOUS INCOME 1803 1803 1803 PARTNERSHIP UNRELATED BUSINESS INCOME/LOSS 31099 0 31099 SECURITY DEPOSITS 3000 3000 PAYROLL TAXES PAYABLE 5817 6010 INVESTMENT ADVISOR FEES 286419 286419 0 CONSULTING 1600 425 1175 FILING FEES 200 0 200 PAYROLL TAXES 9324 3830 5494 REAL ESTATE TAXES 11601 5800 5801 FOREIGN TAXES ON INVESTMENT INCOME 4186 4186 0 MINERAL TAX 160 160 0 CALIFORNIA UBIT 11642 0 0 FEDERAL TAX 38000 0 0