The West Marin Fund is located in Point Reyes Station, CA. The organization was established in 2011. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, West Marin Fund employed 5 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. West Marin Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, West Marin Fund generated $2.0m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 22.9% each year . All expenses for the organization totaled $1.8m during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, West Marin Fund has awarded 209 individual grants totaling $5,770,742. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO MAINTAIN AND ENHANCE THE CULTURAL, HEALTH, EDUCATIONAL, SOCIAL AND CIVIC RESOURCES OF WEST MARIN, A CALIFORNIA COMMUNITY, THROUGH SUPPORT OF OTHER NONPROFIT ORGANIZATIONS AND TO PROVIDE PHILANTHROPIC LEADERSHIP TO HELP CREATE AND PROMOTE EFFORTS AMONG CITIZENS TO MAINTAIN AND IMPROVE THE QUALITY OF LIFE IN THAT COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OVERVIEW IN FY 21-22, WEST MARIN FUND CONCENTRATED OUR PROGRAM SERVICES ADDRESSING THE ONGOING IMPACT OF THE COVID-19 PANDEMIC ON PEOPLE WHO LIVE, WORK AND VISIT IN WEST MARIN. WE CONTINUED OUR SUPPORT FOR FOOD BANKS, RENTAL ASSISTANCE, INTERNET ACCESS FOR RURAL FAMILIES, SUMMER PROGRAMS FOR STUDENTS, AND INCREASED ACCESS TO EARLY CHILDHOOD PROGRAMS FOR FAMILIES FACING ECONOMIC AND SOCIAL INSTABILITY. WE INCREASED OUR SUPPORT OF COLLABORATIVE EFFORTS TO ADVANCE EQUITABLE SOLUTIONS TO MAJOR CHALLENGES FACING THE REGION. WE CARRIED OUT A STRATEGIC PLANNING PROCESS TO DEFINE A 10-YEAR VISION AND STRATEGIC DIRECTION SUPPORTED BY 3-YEAR GOALS. DURING THIS FISCAL YEAR, WE HIRED TWO NEW FULL-TIME STAFF AND COMPLETED OUR THIRD AUDIT WITH A CLEAN BILL OF HEALTH. WE ALSO CELEBRATED OUR 10TH ANNIVERSARY.PROGRAM HIGHLIGHTSGRANTMAKING: PARTNERING WITH DONORS, NONPROFITS AND COMMUNITY MEMBERS, WE AWARDED MORE THAN $1 MILLION IN GRANTS, SUPPORTING QUALITY PRE-SCHOOL FOR ALL (WITH A FOCUS ON FAMILIES IN LOW-INCOME HOUSEHOLDS FACING ECONOMIC AND SOCIAL INSTABILITY); NONPROFIT ORGANIZATIONS TO IMPROVE AND EVALUATE THEIR PROGRAMS AND SERVICES IN THE COMMUNITY; REGION-WIDE YOUTH PROGRAMS; AND THE ADVANCEMENT OF EQUITY AND RACIAL JUSTICE IN WEST MARIN.STRENGTHENING WEST MARIN NONPROFITS: WE REGULARLY CONVENED THE NONPROFIT EXECUTIVE DIRECTOR GROUP AND PROVIDED THEM WITH INFORMATION, TRAINING AND TECHNICAL SUPPORT SO THEY COULD EFFECTIVELY RESPOND TO OPPORTUNITIES AND CHALLENGES. WE ALSO ORGANIZED WELL-ATTENDED FREE ONLINE WEBINARS AND WORKSHOPS FOR THE LOCAL NONPROFIT COMMUNITY.REGIONAL COLLABORATION: THROUGH FUNDING, CONVENING, AND EDUCATIONAL ACTIVITIES, WE PLAYED A KEY ROLE IN THE WEST MARIN COALITION FOR EQUITY AND JUSTICE, THE COMMITTEE FOR HOUSING FOR AGRICULTURAL WORKERS IN WEST MARIN, AND THE ANNUAL WEST MARIN NONPROFIT SURVEY, THE RESULTS OF WHICH WERE PRESENTED TO THE NONPROFIT SECTOR AND FUNDERS, INCLUDING THE COUNTY OF MARIN AND MARIN COMMUNITY FOUNDATION. WE PRODUCED A SIX-MINUTE VIDEO CALLED WEST MARIN TOGETHER WHICH REACHED MORE THAN 350 DONORS TO PROMOTE THE CONCEPT OF COLLABORATION.STRATEGIC PLANNING: WEST MARIN FUND BEGAN A STRATEGIC PLANNING PROCESS IN FY 2021-22 TO ENVISION ITS NEXT DECADE AND PRODUCE A 3-YEAR STRATEGIC PLAN. NEARLY 200 PEOPLE WERE INVITED TO PARTICIPATE AND CONTRIBUTE TO THIS PROCESS. ULTIMATELY, OVER 100 STAKEHOLDERS TOOK PART IN NINE FOCUS GROUPS, INCLUDING NONPROFIT LEADERS, SERVICE PROVIDERS, BUSINESS OWNERS, TRIBAL LEADERS, FARMERS, FOUNDATION, COUNTY AND PARK STAFF, YOUTH, AND WEST MARIN FUND ADVISORY COUNCIL MEMBERS. 21 DONORS WERE ALSO INDIVIDUALLY INTERVIEWED.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Sarah Hobson Executive Dir. | Officer | 40 | $140,289 |
Harriet Moss President | OfficerTrustee | 12 | $0 |
John Casaudoumecq Treasurer | OfficerTrustee | 3 | $0 |
Ann Shulman Vice Chair | OfficerTrustee | 1 | $0 |
Susan Byrd Secretary | OfficerTrustee | 1 | $0 |
Millicent Bogert Vice Chair | OfficerTrustee | 5 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $10,000 |
All other contributions, gifts, grants, and similar amounts not included above | $1,921,271 |
Noncash contributions included in lines 1a–1f | $213,404 |
Total Revenue from Contributions, Gifts, Grants & Similar | $1,931,271 |
Total Program Service Revenue | $0 |
Investment income | $37,706 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $14,437 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $1,983,592 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $1,000,679 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $139,727 |
Compensation of current officers, directors, key employees. | $13,973 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $187,288 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $12,123 |
Payroll taxes | $25,840 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $25,171 |
Fees for services: Other | $247,035 |
Advertising and promotion | $0 |
Office expenses | $37,943 |
Information technology | $42,312 |
Royalties | $0 |
Occupancy | $17,005 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $3,149 |
All other expenses | $1,894 |
Total functional expenses | $1,756,378 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $188,604 |
Savings and temporary cash investments | $812,203 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $549,601 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $2,607,123 |
Total assets | $4,157,531 |
Accounts payable and accrued expenses | $31,268 |
Grants payable | $59,000 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $90,268 |
Net assets without donor restrictions | $1,937,679 |
Net assets with donor restrictions | $2,129,584 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $4,157,531 |
Over the last fiscal year, The West Marin Fund has awarded $957,429 in support to 37 organizations.
Grant Recipient | Amount |
---|---|
Point Reyes Station, CA PURPOSE: various restricted | $114,000 |
SHORELINE UNIFIED SCHOOL DIST PURPOSE: summer program/preschool scholarsh | $95,945 |
Kentfield, CA PURPOSE: GENERAL SUPPORT | $90,000 |
Point Reyes Station, CA PURPOSE: various restricted | $55,734 |
Inverness, CA PURPOSE: general suport/giving through youth | $51,000 |
San Rafael, CA PURPOSE: GENERAL SUPPORT | $50,000 |
Over the last fiscal year, we have identified 4 grants that The West Marin Fund has recieved totaling $199,800.
Awarding Organization | Amount |
---|---|
American Endowment Foundation Hudson, OH PURPOSE: ENVIRONMENTAL | $100,000 |
Tides Foundation San Francisco, CA PURPOSE: HEALTHY INDIVIDUALS AND COMMUNITIES | $70,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $19,800 |
Rudolf Steiner Foundation Inc San Francisco, CA PURPOSE: FOR GENERAL OPERATING SUPPORT | $10,000 |
Beg. Balance | $91,760 |
Earnings | -$13,328 |
Admin Expense | $847 |
Ending Balance | $77,585 |
Organization Name | Assets | Revenue |
---|---|---|
Community Foundation Sonoma County Santa Rosa, CA | $227,314,167 | $31,190,414 |
North Valley Community Foundation Chico, CA | $60,759,000 | $16,028,341 |
Community Foundation For Southern Arizona Tucson, AZ | $172,311,447 | $35,644,345 |
International Community Foundation National City, CA | $29,422,268 | $13,734,101 |
Rancho Santa Fe Foundation Rancho Santa Fe, CA | $166,599,422 | $22,283,277 |
Community Foundation Of Western Nevada Reno, NV | $127,209,186 | $12,894,705 |
Humboldt Area Foundation Bayside, CA | $172,334,910 | $13,192,449 |
Jewish Community Foundation Of Southern Arizona Tucson, AZ | $157,844,908 | $29,193,344 |
Mayors Fund For Los Angeles Los Angeles, CA | $12,037,706 | $5,243,106 |
Jewish Community Foundation Of Orange County Irvine, CA | $108,015,348 | $20,165,393 |
Pasadena Community Foundation Pasadena, CA | $160,872,116 | $33,042,535 |
Stanislaus Community Foundation Modesto, CA | $47,035,948 | $9,403,966 |