STRATEGY STUDIO / PUBLIC DATA EXPLORER

PERFORMING ARTS SCHOLARSHIP FOUNDATION

Cite this

Plain text PERFORMING ARTS SCHOLARSHIP FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2012–2024. https://strategystudio.org/org/953757549. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). PERFORMING ARTS SCHOLARSHIP FOUNDATION [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/953757549

MLA “PERFORMING ARTS SCHOLARSHIP FOUNDATION.” Strategy Studio, tax years 2012–2024, https://strategystudio.org/org/953757549. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2012–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $136K · expenses $149K · assets $2.1M

EIN
95-3757549
Address
PO BOX 5575, SANTA BARBARA, CA 93150-5575
Website
WWW.PASFSB.ORG
NTEE code
B82Z
Subsection
501(c)(3)
Ruling year
1982
Cross-check
ProPublica Nonprofit Explorer

Mission

THE MISSION OF PASF IS TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS OF THE PERFORMING ARTS AND TO SUPPORT MUSIC EDUCATION OUTREACH ORGANIZATIONS IN THE SANTA BARBARA COMMUNITY.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 29 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

29 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Deborah M Bertling PRESIDENT2012-2024 5 $0 reported 1
Dr Marjorie S Gies VICE PRESIDENT2012-2024 1 $0 reported 1
Rosalind A Fendon TREASURER2018-2024 2 $0 reported 2
Erin Bonski-Evans SECRETARY2023-2024 1 $0 reported 1
Peter G Bertling Esq LEGAL ADVISOR2012-2024 1 $0 reported 1
Barbara H Burger DIRECTOR2012-2024 2 $0 reported 1
Ronald D Fendon DIRECTOR2014-2024 1 $0 reported 1
Noel Lucky-Ris DIRECTOR2019-2024 1 $0 reported 1
David T Mckee Phd DIRECTOR2012-2024 1 $0 reported 1
Kristine Pacheco-Bernt DIRECTOR2019-2024 1 $0 reported 1
Patricia Yzurdiaga HONORARY BOARD MEMBER2016-2024 0 $0 reported 1
Bridget Colleary HONORARY BOARD MEMBER2012-2024 0 $0 reported 2
Mr Mrs Rodney Hill HONORARY BOARD MEMBER2020-2024 0 $0 reported 1
Edie Devine DIRECTOR2023-2024 1 $0 reported 1
Jill Felber DIRECTOR2023-2024 1 $0 reported 2
Neil Dimaggio (former) DIRECTOR2020-2023 1 $0 reported 1
Erin Bonski-Evans May 2022 (former) SECRETARY2022 2 $0 reported 1
Marylove Thralls Resigned April 22 (former) SECRETARY2022 2 $0 reported 1
Majorie Gies (former) VICE PRESIDENT2018-2021 1 $0 reported 1
Marylove Thralls (former) SECRETARY2014-2021 2 $0 reported 1
Christopher Davis Resigned 62020 (former) DIRECTOR2020-2021 1 $0 reported 1
Adrian Spence (former) DIRECTOR2016-2021 1 $0 reported 1
Christopher Davis (former) DIRECTOR2014-2019 0 $0 reported 1
Howard Hudson (former) DIRECTOR2012-2018 0 $0 reported 1
Rosalind Amorteguy (former) TREASURER2012-2017 1 $0 reported 1
Bernard Gondos (former) DIRECTOR2012-2015 0 $0 reported 1
Elizabeth Mosher (former) DIRECTOR2012-2014 0 $0 reported 1
David Kuehn (former) SECRETARY2012-2013 0 $0 reported 1
Susan Kuehn (former) DIRECTOR2012-2013 0 $0 reported 1

People by year

2024 · 15 people listed · none paid · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT5 $0$0$0 $01
DR MARJORIE S GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY-FENDON TREASURER2 $0$0$0 $02
ERIN BONSKI-EVANS SECRETARY1 $0$0$0 $01
PETER G BERTLING ESQ LEGAL ADVISOR1 $0$0$0 $01
BARBARA H BURGER DIRECTOR2 $0$0$0 $01
RONALD D FENDON DIRECTOR1 $0$0$0 $01
NOEL LUCKY-RIS DIRECTOR1 $0$0$0 $01
DAVID T MCKEE PHD DIRECTOR1 $0$0$0 $01
KRISTINE PACHECO-BERNT DIRECTOR1 $0$0$0 $01
PATRICIA YZURDIAGA HONORARY BOARD MEMBER0 $0$0$0 $01
BRIDGET COLLEARY HONORARY BOARD MEMBER0 $0$0$0 $02
MR MRS RODNEY HILL HONORARY BOARD MEMBER0 $0$0$0 $01
EDIE DEVINE DIRECTOR1 $0$0$0 $01
JILL FELBER DIRECTOR1 $0$0$0 $02
2023 · 16 people listed · none paid · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT4 $0$0$0 $01
DR MARJORIE S GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY-FENDON TREASURER2 $0$0$0 $02
ERIN BONSKI-EVANS SECRETARY2 $0$0$0 $01
PETER G BERTLING ESQ LEGAL ADVISOR1 $0$0$0 $01
BARBARA H BURGER DIRECTOR1 $0$0$0 $01
RONALD D FENDON DIRECTOR1 $0$0$0 $01
NOEL LUCKY-RIS DIRECTOR2 $0$0$0 $01
DAVID T MCKEE PHD DIRECTOR1 $0$0$0 $01
KRISTINE PACHECO-BERNT DIRECTOR1 $0$0$0 $01
PATRICIA YZURDIAGA HONORARY BOARD MEMBER0 $0$0$0 $01
NEIL DIMAGGIO DIRECTOR1 $0$0$0 $01
BRIDGET COLLEARY HONORARY BOARD MEMBER0 $0$0$0 $02
MR MRS RODNEY HILL HONORARY BOARD MEMBER0 $0$0$0 $01
EDIE DEVINE DIRECTOR1 $0$0$0 $01
JILL FELBER DIRECTOR1 $0$0$0 $02
2022 · 15 people listed · none paid · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT4 $0$0$0 $01
DR MARJORIE S GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY-FENDON TREASURER2 $0$0$0 $02
ERIN BONSKI-EVANS MAY 2022 SECRETARY2 $0$0$0 $01
MARYLOVE THRALLS RESIGNED APRIL 22 SECRETARY2 $0$0$0 $01
PETER G BERTLING ESQ LEGAL ADVISOR1 $0$0$0 $01
BARBARA H BURGER DIRECTOR1 $0$0$0 $01
RONALD D FENDON DIRECTOR1 $0$0$0 $01
NOEL LUCKY-RIS DIRECTOR2 $0$0$0 $01
DAVID T MCKEE PHD DIRECTOR1 $0$0$0 $01
KRISTINE PACHECO-BERNT DIRECTOR1 $0$0$0 $01
PATRICIA YZURDIAGA HONORARY BOARD MEMBER0 $0$0$0 $01
NEIL DIMAGGIO DIRECTOR1 $0$0$0 $01
BRIDGET COLLEARY HONORARY BOARD MEMBER0 $0$0$0 $02
MR MRS RODNEY HILL HONORARY BOARD MEMBER0 $0$0$0 $01
2021 · 16 people listed · none paid · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT4 $0$0$0 $01
MAJORIE GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY-FENDON TREASURER2 $0$0$0 $02
MARYLOVE THRALLS SECRETARY2 $0$0$0 $01
PETER BERTLING LEGAL ADVISOR1 $0$0$0 $01
BARBARA H BURGER DIRECTOR1 $0$0$0 $01
CHRISTOPHER DAVIS RESIGNED 62020 DIRECTOR1 $0$0$0 $01
RONALD FENDON DIRECTOR1 $0$0$0 $01
NOEL LUCKY-RIS DIRECTOR2 $0$0$0 $01
DAVID MCKEE DIRECTOR1 $0$0$0 $01
KRISTINE PACHECO-BERNT DIRECTOR1 $0$0$0 $01
ADRIAN SPENCE DIRECTOR1 $0$0$0 $01
PATRICIA YZURDIAGA HONORARY BOARD MEMBER0 $0$0$0 $01
NEIL DIMAGGIO DIRECTOR1 $0$0$0 $01
BRIDGET COLLEARY HONORARY BOARD MEMBER0 $0$0$0 $02
MR MRS RODNEY HILL HONORARY BOARD MEMBER0 $0$0$0 $01
2020 · 16 people listed · none paid · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT2 $0$0$0 $01
MAJORIE GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY-FENDON TREASURER1 $0$0$0 $02
MARYLOVE THRALLS SECRETARY0 $0$0$0 $01
PETER BERTLING LEGAL ADVISOR0 $0$0$0 $01
BARBARA H BURGER DIRECTOR0 $0$0$0 $01
CHRISTOPHER DAVIS RESIGNED 62020 DIRECTOR0 $0$0$0 $01
RONALD FENDON DIRECTOR0 $0$0$0 $01
NOEL LUCKY-RIS DIRECTOR0 $0$0$0 $01
DAVID MCKEE DIRECTOR0 $0$0$0 $01
KRISTINE PACHECO-BERNT DIRECTOR0 $0$0$0 $01
ADRIAN SPENCE DIRECTOR0 $0$0$0 $01
PATRICIA YZURDIAGA HONORARY BOARD MEMBER0 $0$0$0 $01
NEIL DIMAGGIO DIRECTOR0 $0$0$0 $01
BRIDGET COLLEARY HONORARY BOARD MEMBER0 $0$0$0 $02
MR MRS RODNEY HILL HONORARY BOARD MEMBER0 $0$0$0 $01
2019 · 13 people listed · none paid · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT2 $0$0$0 $01
MAJORIE GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY-FENDON TREASURER1 $0$0$0 $02
MARYLOVE THRALLS SECRETARY0 $0$0$0 $01
PETER BERTLING LEGAL ADVISOR0 $0$0$0 $01
BARBARA H BURGER DIRECTOR0 $0$0$0 $01
CHRISTOPHER DAVIS DIRECTOR0 $0$0$0 $01
RONALD FENDON DIRECTOR0 $0$0$0 $01
NOEL LUCKY-RIS DIRECTOR0 $0$0$0 $01
DAVID MCKEE DIRECTOR0 $0$0$0 $01
KRISTINE PACHECO-BERNT DIRECTOR0 $0$0$0 $01
ADRIAN SPENCE DIRECTOR0 $0$0$0 $01
PATRICIA YZURDIAGA DIRECTOR0 $0$0$0 $01
2018 · 13 people listed · none paid · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT2 $0$0$0 $01
MAJORIE GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY-FENDON TREASURER1 $0$0$0 $02
MARYLOVE THRALLS SECRETARY0 $0$0$0 $01
BARBARA H BURGER DIRECTOR0 $0$0$0 $01
BRIDGET COLLEARY DIRECTOR0 $0$0$0 $02
CHRISTOPHER DAVIS DIRECTOR0 $0$0$0 $01
RONALD FENDON DIRECTOR0 $0$0$0 $01
HOWARD HUDSON DIRECTOR0 $0$0$0 $01
DAVID MCKEE DIRECTOR0 $0$0$0 $01
ADRIAN SPENCE DIRECTOR0 $0$0$0 $01
PATRICIA YZURDIAGA DIRECTOR0 $0$0$0 $01
PETER BERTLING LEGAL ADVISOR0 $0$0$0 $01
2017 · 13 people listed · none paid · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT2 $0$0$0 $01
MARJORIE GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY TREASURER1 $0$0$0 $01
MARYLOVE THRALLS SECRETARY0 $0$0$0 $01
BARBARA H BURGER DIRECTOR0 $0$0$0 $01
BRIDGET COLLEARY DIRECTOR0 $0$0$0 $02
CHRISTOPHER DAVIS DIRECTOR0 $0$0$0 $01
RONALD FENDON DIRECTOR0 $0$0$0 $01
HOWARD HUDSON DIRECTOR0 $0$0$0 $01
DAVID MCKEE DIRECTOR0 $0$0$0 $01
ADRIAN SPENCE DIRECTOR0 $0$0$0 $01
PATRICIA YZURDIAGA DIRECTOR0 $0$0$0 $01
PETER BERTLING LEGAL ADVISOR0 $0$0$0 $01
2016 · 13 people listed · none paid · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT2 $0$0$0 $01
MARJORIE GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY TREASURER1 $0$0$0 $01
MARYLOVE THRALLS SECRETARY0 $0$0$0 $01
BARBARA H BURGER DIRECTOR0 $0$0$0 $01
BRIDGET COLLEARY DIRECTOR0 $0$0$0 $02
CHRISTOPHER DAVIS DIRECTOR0 $0$0$0 $01
RONALD FENDON DIRECTOR0 $0$0$0 $01
HOWARD HUDSON DIRECTOR0 $0$0$0 $01
DAVID MCKEE DIRECTOR0 $0$0$0 $01
ADRIAN SPENCE DIRECTOR0 $0$0$0 $01
PATRICIA YZURDIAGA DIRECTOR0 $0$0$0 $01
PETER BERTLING LEGAL ADVISOR0 $0$0$0 $01
2015 · 12 people listed · none paid · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT2 $0$0$0 $01
MARJORIE GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY TREASURER1 $0$0$0 $01
MARYLOVE THRALLS SECRETARY0 $0$0$0 $01
BARBARA H BURGER DIRECTOR0 $0$0$0 $01
CHRISTOPHER DAVIS DIRECTOR0 $0$0$0 $01
RONALD FENDON DIRECTOR0 $0$0$0 $01
BERNARD GONDOS DIRECTOR0 $0$0$0 $01
HOWARD HUDSON DIRECTOR0 $0$0$0 $01
DAVID MCKEE DIRECTOR0 $0$0$0 $01
BRIDGET COLLEARY DIRECTOR0 $0$0$0 $02
PETER BERTLING LEGAL ADVISOR0 $0$0$0 $01
2014 · 13 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT2 $0$0$0 $01
MARJORIE GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY TREASURER1 $0$0$0 $01
MARYLOVE THRALLS SECRETARY0 $0$0$0 $01
BARBARA H BURGER DIRECTOR0 $0$0$0 $01
CHRISTOPHER DAVIS DIRECTOR0 $0$0$0 $01
RONALD FENDON DIRECTOR0 $0$0$0 $01
BERNARD GONDOS DIRECTOR0 $0$0$0 $01
HOWARD HUDSON DIRECTOR0 $0$0$0 $01
ELIZABETH MOSHER DIRECTOR0 $0$0$0 $01
DAVID MCKEE DIRECTOR0 $0$0$0 $01
BRIDGET COLLEARY DIRECTOR0 $0$0$0 $02
PETER BERTLING LEGAL ADVISOR0 $0$0$0 $01
2013 · 12 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT2 $0$0$0 $01
MARJORIE GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY TREASURER1 $0$0$0 $01
BARBARA H BURGER DIRECTOR0 $0$0$0 $01
BERNARD GONDOS DIRECTOR0 $0$0$0 $01
HOWARD HUDSON DIRECTOR0 $0$0$0 $01
DAVID KUEHN SECRETARY0 $0$0$0 $01
SUSAN KUEHN DIRECTOR0 $0$0$0 $01
ELIZABETH MOSHER DIRECTOR0 $0$0$0 $01
DAVID MCKEE DIRECTOR0 $0$0$0 $01
BRIDGET COLLEARY DIRECTOR0 $0$0$0 $02
PETER BERTLING LEGAL ADVISOR0 $0$0$0 $01
2012 · 12 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBORAH M BERTLING PRESIDENT2 $0$0$0 $01
MARJORIE GIES VICE PRESIDENT1 $0$0$0 $01
ROSALIND AMORTEGUY TREASURER1 $0$0$0 $01
BARBARA H BURGER DIRECTOR0 $0$0$0 $01
BERNARD GONDOS DIRECTOR0 $0$0$0 $01
HOWARD HUDSON DIRECTOR0 $0$0$0 $01
DAVID KUEHN SECRETARY0 $0$0$0 $01
SUSAN KUEHN DIRECTOR0 $0$0$0 $01
ELIZABETH MOSHER DIRECTOR0 $0$0$0 $01
DAVID MCKEE DIRECTOR0 $0$0$0 $01
BRIDGET COLLEARY DIRECTOR0 $0$0$0 $02
PETER BERTLING LEGAL ADVISOR0 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 3 grants to organizations · $33K

Listed grants add up to $32,980; the return's “grants paid” expense line says $71,140. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 2 grants to organizations · $18K

Listed grants add up to $18,300; the return's “grants paid” expense line says $59,700. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 5 grants to organizations · $41K

Listed grants add up to $40,655; the return's “grants paid” expense line says $71,655. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 5 grants to organizations · $41K

Listed grants add up to $41,000; the return's “grants paid” expense line says $78,150. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 8 grants to organizations · $56K

Listed grants add up to $55,500; the return's “grants paid” expense line says $78,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 7 grants to organizations · $43K

Listed grants add up to $43,000; the return's “grants paid” expense line says $73,200. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 3 grants to organizations · $20K

Listed grants add up to $20,000; the return's “grants paid” expense line says $68,250. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 2 grants to organizations · $12K

Listed grants add up to $12,500; the return's “grants paid” expense line says $62,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 2 grants to organizations · $12K

Listed grants add up to $12,500; the return's “grants paid” expense line says $68,100. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 3 grants to organizations · $20K

Listed grants add up to $19,700; the return's “grants paid” expense line says $68,850. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 3 grants to organizations · $20K

Listed grants add up to $19,700; the return's “grants paid” expense line says $63,660. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 2 grants to organizations · $12K

Listed grants add up to $12,000; the return's “grants paid” expense line says $64,150. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 2 grants to organizations · $16K

Listed grants add up to $16,000; the return's “grants paid” expense line says $62,700. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$135,686$148,867 $2,142,959$2,142,959 $42,834$0 $0012
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$106,132$128,024 $2,050,566$2,050,566 $29,018$0 $0012
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$98,428$113,188 $1,931,558$1,931,558 $29,855$0 $0012
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$236,435$117,939 $2,265,714$2,265,714 $31,865$0 $0012
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$60,782$108,109 $2,058,655$2,058,655 $36,275$0 $0012
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$117,300$113,999 $1,921,806$1,921,806 $35,385$0 $0012
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$113,994$100,957 $1,677,005$1,677,005 $29,195$0 $0012
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$82,079$91,521 $1,862,023$1,862,023 $28,795$0 -012
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$112,025$93,776 $1,648,262$1,648,262 $23,575$0 -012
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$61,951$96,994 $1,665,308$1,665,308 $21,525$0 -012
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$120,388$90,931 $1,745,982$1,745,982 $17,100$0 -010
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$59,380$91,756 $1,727,592$1,727,592 $22,025$0 -010
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$199,155$88,557 $1,641,398$1,641,398 $20,960$0 -010

Funders of this organization

3 grantors reported grants to this organization, $22,500 in all, tax years 2017 to 2022. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
SANTA BARBARA FOUNDATION DAF sponsor Exact 2017, 2019, 2021 3$16,500 2021$5,750
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2020 1$5,000 2020$5,000
show
OSHAY FAMILY FOUNDATION Private foundation Fuzzy filed as “PERFORMING ARTS SCHOLARSHIP FOUNDATION” 2022 1$1,000 2022$1,000
show

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DEL PASO FOUNDATIONCAB82 $142,339$138,565 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
ANAHEIM POLICE SURVIVORS AND SCHOLARSHIP FUNDCAB82 $128,982$67,181 TRUSTEE$0 Same NTEE code B82, revenue within 2x, same state
LUSO-AMERICAN EDUCATION FOUNDATIONCAB82 $139,734$222,820 CHARIMAN OF THE BOARD$0 Same NTEE code B82, revenue within 2x, same state
ASIAN AMERICAN ARCHITECTS AND ENGINEERS FOUNDATION INCCAB82 $136,852$88,824 President$0 Same NTEE code B82, revenue within 2x, same state
FIRST MARINE DIVISION ASSOCIATIONSCHOLARSHIP FUND INCCAB82 $143,144$95,994 Chairman Emeritus in Memoriam$0 Same NTEE code B82, revenue within 2x, same state
YUBA-SUTTER FARM BUREAU FUND FOR AG EDUCATIONCAB82 $120,800$98,079 Director$0 Same NTEE code B82, revenue within 2x, same state, similar mission
TRAJECTORY FOUNDATION INCCAB82 $127,278$97,411 President$0 Same NTEE code B82, revenue within 2x, same state
TCS SCHOLARSHIPS INCCAB82 $133,009$132,992 Director$0 Same NTEE code B82, revenue within 2x, same state
HOOVER FOUNDATION INCCAB82 $147,312$156,996 President$0 Same NTEE code B82, revenue within 2x, same state
PRESIDIO BAY FOUNDATION INCCAB82 $148,891$97,941 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATIONCAB82 $122,414$113,799 Chairman$0 Same NTEE code B82, revenue within 2x, same state
KIWANIS CLUB OF PALO ALTO CHARITABLE FOUNDATIONCAB82 $138,648$107,386 Vice President$0 Same NTEE code B82, revenue within 2x, same state
THAI ASSOCIATION OF CENTRAL CALIFORNIACAB82 $132,000$129,160 President & CEO$0 Same NTEE code B82, revenue within 2x, same state, similar mission

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$928,65029 152018–2024 IRON MIKE FOUNDATION; JOHN MCLENDON MINORITY SCHOLARSHIP FOUNDATION; ALBERT SCHWEITZER FELLOWSHIP OF THE SAN FRANCISCO BAY AREA; NORTH AMERICA TAIWANESE MEDICAL ASSOCIATION FOUNDATION and 11 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$909,17733 122019–2024 TRAJECTORY FOUNDATION INC; CLUB MESROBIAN ALUMNI ORGANIZATION; RISE TOGETHER EDUCATION INC; LUSO-AMERICAN EDUCATION FOUNDATION and 8 more
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$645,59334 162016–2024 RISE TOGETHER EDUCATION INC; DON H LIU SCHOLARS PROGRAM INC; CAPITOLA-APTOS ROTARY FOUNDATION; JOHN MCLENDON MINORITY SCHOLARSHIP FOUNDATION and 12 more
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$250,0005 32019–2024 PLACER UNION HIGH SCHOOL DISTRICT EDUCATIONAL FOUNDATION; RISE TOGETHER EDUCATION INC; FRANK J EVANS CHARITABLE FOUNDATION
OREGON COMMUNITY FOUNDATION DAF sponsor$221,32111 12014–2024 CONDON SCHOLARSHIP FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$210,0004 42021–2024 BURMESE AMERICAN MEDICAL ASSOCIATION OF SOUTHERN CALIFORNIA; ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION; ST MARYS CATHOLIC EDUCATION FOUNDATION; SAUSALITO WOMENS CLUB SCHOLARSHIP RECOGNITION FUND
THE SAN DIEGO FOUNDATION DAF sponsor$141,84018 22011–2024 HOOVER FOUNDATION INC; OCEAN BEACH COMMUNITY FOUNDATION INC
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$117,95040 62012–2023 CLUB MESROBIAN ALUMNI ORGANIZATION; STRAIT UP FOUNDATION; BURMESE AMERICAN MEDICAL ASSOCIATION OF SOUTHERN CALIFORNIA; ST MARYS CATHOLIC EDUCATION FOUNDATION and 2 more
GIVINGA FOUNDATION INC DAF sponsor$105,9251 12020–2020 DEL PASO FOUNDATION
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$104,4445 22015–2023 GREATER WHITTIER AREA AMERICAN ASSOCIATION OF UNIVERSITY WOMEN; AWT CHARITABLE FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$102,5008 32018–2024 FRANK J EVANS CHARITABLE FOUNDATION; AWT CHARITABLE FOUNDATION; RISE TOGETHER EDUCATION INC
THE TUCHMAN FOUNDATION INC Private foundation$97,8003 12015–2021 IRON MIKE FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$97,5005 22012–2023 RISE TOGETHER EDUCATION INC; KIWANIS CLUB OF PALO ALTO CHARITABLE FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$94,0006 42020–2024 UPWIND FOUNDATION INC; RISE TOGETHER EDUCATION INC; AUGGIE NAVARRO SCHOLARSHIP FOUNDATION; JOHN MCLENDON MINORITY SCHOLARSHIP FOUNDATION
THE US CHARITABLE GIFT TRUST DAF sponsor$91,0932 22012–2023 CAPITOLA-APTOS ROTARY FOUNDATION; CLUB MESROBIAN ALUMNI ORGANIZATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $148,867 spent · pay $0 · grants $71,140 · events $287
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $41,990$41,990-- 28.2%
Grants to US individuals $29,150$29,150-- 19.6%
Fees: investment management $23,130-$23,130- 15.5%
Fees: other services $21,450-$21,450- 14.4%
Other (as described)AUDITION EXPENSE $16,028$16,028-- 10.8%
Fees: accounting $7,982-$7,982- 5.4%
Office expenses $4,431-$4,431- 3.0%
Insurance $2,887-$2,887- 1.9%
Information technology $1,457-$1,457- 1.0%
Conferences, conventions and meetings $287-$287- 0.2%
Other (as described)FILING FEES $75-$75- 0.1%
Total$148,867100%

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2023 · Form 990 · $128,024 spent · pay $0 · grants $59,700 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $32,400$32,400-- 25.3%
Grants to US organizations and governments $27,300$27,300-- 21.3%
Fees: investment management $21,018-$21,018- 16.4%
Fees: other services $19,500-$19,500- 15.2%
Other (as described)AUDITION EXPENSE $12,223$12,223-- 9.5%
Fees: accounting $8,585-$8,585- 6.7%
Information technology $4,775-$4,775- 3.7%
Office expenses $1,848-$1,848- 1.4%
Insurance $325-$325- 0.3%
Other (as described)FILING FEES $50-$50- 0.0%
Total$128,024100%

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2022 · Form 990 · $113,188 spent · pay $0 · grants $71,655 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $45,655$45,655-- 40.3%
Grants to US individuals $26,000$26,000-- 23.0%
Fees: investment management $21,478-$21,478- 19.0%
Other (as described)AUDITION EXPENSE $8,325$8,325-- 7.4%
Fees: accounting $3,734-$3,734- 3.3%
Information technology $2,460-$2,460- 2.2%
Fees: other services $1,950-$1,950- 1.7%
Office expenses $1,804-$1,804- 1.6%
Insurance $1,707-$1,707- 1.5%
Other (as described)FILING FEES $75-$75- 0.1%
Total$113,188100%

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2021 · Form 990 · $117,939 spent · pay $0 · grants $78,150 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $50,000$50,000-- 42.4%
Grants to US individuals $28,150$28,150-- 23.9%
Fees: investment management $22,640-$22,640- 19.2%
Fees: accounting $8,105-$8,105- 6.9%
Other (as described)AUDITION EXPENSE $4,827$4,827-- 4.1%
Insurance $1,715-$1,715- 1.5%
Information technology $1,401-$1,401- 1.2%
Office expenses $1,076-$1,076- 0.9%
Other (as described)FILING FEES $25-$25- 0.0%
Total$117,939100%

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2020 · Form 990 · $108,109 spent · pay $0 · grants $78,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $55,500$55,500-- 51.3%
Grants to US individuals $22,500$22,500-- 20.8%
Fees: investment management $18,850-$18,850- 17.4%
Fees: accounting $5,771-$5,771- 5.3%
Information technology $4,699$3,000$1,699- 4.3%
Insurance $1,643-$1,643- 1.5%
Office expenses $892-$892- 0.8%
Other (as described)AUDITION EXPENSE -$1,746-$1,746-- -1.6%
Total$108,109100%

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2019 · Form 990 · $113,999 spent · pay $0 · grants $73,200 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $47,000$47,000-- 41.2%
Grants to US individuals $26,200$26,200-- 23.0%
Fees: investment management $18,503-$18,503- 16.2%
Fees: accounting $7,448-$7,448- 6.5%
Other (as described)AUDITION EXPENSE $6,754$6,754-- 5.9%
Occupancy $3,963$3,963-- 3.5%
Other (as described)PRINTING $1,712-$1,712- 1.5%
Insurance $1,643-$1,643- 1.4%
Information technology $333-$333- 0.3%
Other (as described)POSTAGE $319$165$154- 0.3%
Other (as described)LICENSES $85-$85- 0.1%
Office expenses $39-$39- 0.0%
Total$113,999100%

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2018 · Form 990 · $100,957 spent · pay $0 · grants $68,250 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $40,500$40,500-- 40.1%
Grants to US individuals $27,750$27,750-- 27.5%
Fees: investment management $18,941-$18,941- 18.8%
Other (as described)AUDITION EXPENSE $7,696$7,696-- 7.6%
Occupancy $2,800-$2,800- 2.8%
Insurance $1,643-$1,643- 1.6%
Other (as described)PRINTING $1,197-$1,197- 1.2%
Other (as described)POSTAGE $287$151$136- 0.3%
Office expenses $88-$88- 0.1%
Other (as described)LICENSES $55-$55- 0.1%
Total$100,957100%

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2017 · Form 990 · $91,521 spent · pay $0 · grants $62,500 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $34,500$34,500-- 37.7%
Grants to US individuals $28,000$28,000-- 30.6%
Fees: investment management $17,816$0$17,816$0 19.5%
Other (as described)AUDITION EXPENSE $8,412$8,412$0$0 9.2%
Insurance $1,643$0$1,643$0 1.8%
Other (as described)PRINTING $637$0$637$0 0.7%
Other (as described)POSTAGE $279$147$132$0 0.3%
Office expenses $199$0$199$0 0.2%
Other (as described)LICENSES $35$0$35$0 0.0%
Total$91,521100%

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2016 · Form 990 · $93,776 spent · pay $0 · grants $68,100 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $41,500$41,500-- 44.3%
Grants to US individuals $26,600$26,600-- 28.4%
Fees: investment management $15,917$0$15,917$0 17.0%
Other (as described)AUDITION EXPENSE $7,467$7,467$0$0 8.0%
Insurance $1,590$310$1,280$0 1.7%
Other (as described)POSTAGE $277$139$138$0 0.3%
Other (as described)PRINTING $220$220$0$0 0.2%
Office expenses $150$0$150$0 0.2%
Other (as described)LICENSES $55$0$55$0 0.1%
Total$93,776100%

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2015 · Form 990 · $96,994 spent · pay $0 · grants $68,850 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $40,500$40,500-- 41.8%
Grants to US individuals $28,350$28,350-- 29.2%
Fees: investment management $16,472$0$16,472$0 17.0%
Other (as described)AUDITION EXPENSE $8,678$8,678$0$0 8.9%
Insurance $1,556$778$778$0 1.6%
Other (as described)PRINTING $943$943$0$0 1.0%
Other (as described)POSTAGE $275$138$137$0 0.3%
Office expenses $150$0$150$0 0.2%
Other (as described)LICENSES $70$0$70$0 0.1%
Total$96,994100%

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2014 · Form 990 · $90,931 spent · pay $0 · grants $63,660 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $48,505$48,505-- 53.3%
Fees: investment management $16,708$0$16,708$0 18.4%
Grants to US individuals $15,155$15,155-- 16.7%
Other (as described)AUDITION EXPENSE $7,662$7,662$0$0 8.4%
Insurance $1,556$778$778$0 1.7%
Other (as described)PRINTING $522$522$0$0 0.6%
Office expenses $450$225$225$0 0.5%
Other (as described)CLERICAL ASSISTANCE $288$0$288$0 0.3%
Other (as described)LICENSES $85$0$85$0 0.1%
Total$90,931100%

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2013 · Form 990 · $91,756 spent · pay $0 · grants $64,150 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $41,500$41,500-- 45.2%
Grants to US individuals $22,650$22,650-- 24.7%
Fees: investment management $16,171$0$16,171$0 17.6%
Other (as described)AUDITION EXPENSE $6,721$6,721$0$0 7.3%
Office expenses $2,098$0$2,098$0 2.3%
Insurance $1,601$801$800$0 1.7%
Other (as described)PRINTING $727$727$0$0 0.8%
Information technology $120$120$0$0 0.1%
Other (as described)LICENSES $105$0$105$0 0.1%
Other (as described)CLERICAL ASSISTANCE $63$0$63$0 0.1%
Total$91,756100%

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2012 · Form 990 · $88,557 spent · pay $0 · grants $62,700 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $39,700$39,700-- 44.8%
Grants to US individuals $23,000$23,000-- 26.0%
Fees: investment management $15,329$0$15,329$0 17.3%
Other (as described)AUDITION EXPENSE $6,027$6,027$0$0 6.8%
Insurance $2,591$1,296$1,295$0 2.9%
Other (as described)CLERICAL ASSISTANCE $810$0$810$0 0.9%
Office expenses $488$0$488$0 0.6%
Other (as described)PRINTING $407$0$407$0 0.5%
Information technology $120$0$120$0 0.1%
Other (as described)LICENSES $85$0$85$0 0.1%
Total$88,557100%

View the filing