Santa Barbara Trust For Historic Preservation is located in Santa Barbara, CA. The organization was established in 1965. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2021, Santa Barbara Trust For Historic Preservation employed 13 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Santa Barbara Trust For Historic Preservation 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 06/2021, Santa Barbara Trust For Historic Preservation generated $2.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.3% each year. All expenses for the organization totaled $1.1m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
OUR MISSION IS TO STEWARD THE PAST AND PRESENT OF THE PRESIDIO NEIGHBORHOOD AND INSPIRE PRESERVATION ADVOCACY THROUGHOUT THE COUNTY IN ORDER TO CREATE A MORE VIBRANT COMMUNITY. WE DO THIS BY OPERATING EL PRESIDIO DE SANTA BARBARA HISTORIC PARK FOR THE STATE OF CALIFORNIA. WE ALSO OWN AND OPERATE CASA DE LA GUERRA AS A HOUSE MUSEUM, ADMINISTRATE A FACADE EASEMENT OVER THE HISTORIC EL PASEO SHOPS AND OFFICES, AND OPERATE THE SANTA INES MISSION MILLS STATE PROPERTY FOR CALIFORNIA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
EL PRESIDIO DE SANTA BARBARA STATE HISTORIC PARKLEARNING OPPORTUNITIES AND CULTURAL ACTIVITIES ARE PROVIDED ANNUALLY IN THE PARK, INCLUDING HOSTING MORE THAN 6,000 GUESTS FOR A LOW-COST SELF-GUIDED TOUR OF THE PARK; DEVELOPING EXHIBITIONS THAT ENHANCE THE VISITOR EXPERIENCE; AND OPERATING A RESEARCH CENTER THAT IS OPEN TO THE PUBLIC BY APPOINTMENT. SBTHP HAS CONDUCTED EXTENSIVE ARCHAEOLOGICAL INVESTIGATIONS OF THE SITE OF THE PRESIDIO, THE SPANISH FORT FOUNDED IN 1782 WHICH IS THE FOUNDING SITE OF THE CITY OF SANTA BARBARA. THE RESULTING COLLECTIONS HAVE BEEN CATALOGED AND STORED ON SITE AND ARE AVAILABLE FOR RESEARCH. SEVERAL PORTIONS OF THE FORT HAVE BEEN RECONSTRUCTED AND PRESERVATION WORK HAS BEEN CONDUCTED ON KEY SURVIVING PORTIONS. MOST RECENTLY WE HAVE BEEN CONDUCTING REPAIR WORK AND RESTORATION PLANNING ON SEVERAL HISTORIC RESOURCES IN THE PARK FROM THE LATE 19TH TO THE EARLY 20TH CENTURY. ALL WORK IS CONDUCTED IN COMPLIANCE WITH THE SECRETARY OF INTERIOR STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES. A DISPLAY ABOUT THE HISTORY OF THE CHINESE AMERICAN FAMILY WHO OPERATED JIMMY'S ORIENTAL GARDENS (1947) A CITY STRUCTURE OF MERIT WAS RECENTLY COMPLETED.
SANTA INES MISSION MILLSSBTHP OPERATES THIS THIRTY-EIGHT ACRE STATE PROPERTY THROUGH A LEASEBACK ARRANGEMENT WITH CALIFORNIA STATE PARKS, ALONG WITH AN ADJACENT PROPERTY OWNED BY SBTHP AND ANOTHER LEASED FROM THE CITY OF SOLVANG. TOGETHER, THE THREE PROPERTIES MAKE UP A NATIONAL REGISTER HISTORIC LANDMARK DISTRICT. THE SITE CONTAINS SENSITIVE ARCHAEOLOGICAL RESOURCES RELATED TO MISSION SANTA INES ALONG WITH TWO EARLY 19TH CENTURY INTACT STONE MILL BUILDINGS AND TWO CONNECTED STONE RESERVOIRS. THE ORGANIZATION CONDUCTS ONGOING PRESERVATION AND REPAIR WORK ON THE HISTORIC STRUCTURES, ALONG WITH REGULAR MAINTENANCE ON THE SURROUNDING AGRICULTURAL LAND. IN 2008 SBTHP PLANTED OLIVE TREES ON THE PROPERTY TO HELP INTERPRET THE AGRICULTURAL HISTORY OF THE SITE. THE ORGANIZATION HARVESTS THE OLIVES ANNUALLY WITH ASSISTANCE FROM COMMUNITY VOLUNTEERS AND PRESSES THE OLIVES INTO OIL WHICH IT OFFERS FOR SALE TO SUPPORT AND RAISE AWARENESS ABOUT THE PROPERTY. THE ORGANIZATION IS NEARING THE END OF AN INTERIM USE GUIDELINES PLANNING PROCESS WITH CALIFORNIA STATE PARKS WHICH WILL ENABLE PUBLIC ACCESS TO THE SITE.
CASA DE LA GUERRATHE BUILDING IS A MUSEUM DEVOTED TO THE HISTORY OF THE DE LA GUERRA FAMILY AND THEIR OCCUPATION OF THE SITE FOR THREE GENERATIONS AND IS OPEN TO THE PUBLIC SIX DAYS A WEEK FOR SELF-GUIDED TOURS OF FURNISHED ROOMS AND ROTATING EXHIBITS. EDUCATIONAL PROGRAMS ARE CONDUCTED AT THE SITE TO INTERPRET THE MEXICAN AMERICAN HISTORY OF THE COMMUNITY, INCLUDING DIA DE LOS MUERTOS AND UNA NOCHE DE LAS POSADAS. THIS ADOBE HAS BEEN RESTORED TO THE APPEARANCE OF WHEN IT WAS OCCUPIED BY ITS ORIGINAL OWNER, JOSE DE LA GUERRA, BETWEEN 1828 AND 1848. TO COMPLETE THE RESTORATION WORK, SBTHP CONDUCTED ABOVE-GROUND ARCHEOLOGY. THE COLLECTIONS RELATED TO THE BUILDING HAVE BEEN CATALOGED AND ARE STORED IN SBTHP'S FACILITIES AND ARE AVAILABLE FOR RESEARCH.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Anne Petersen Executive Director | 0 | $111,392 | |
Cay Sanchez Accountant | 0 | $53,941 | |
Debby Aceves Past President | OfficerTrustee | 2 | $0 |
Anthony Grumbine President | OfficerTrustee | 2 | $0 |
Kyle Slattery Treasurer | OfficerTrustee | 3 | $0 |
Cody Makaela Secretary | OfficerTrustee | 2 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $257,729 |
Investment income | $191,695 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $809,698 |
Net Gain/Loss on Asset Sales | $785,688 |
Net Income from Fundraising Events | $275 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $4,031 |
Miscellaneous Revenue | $0 |
Total Revenue | $2,053,886 |
Statement of Expenses | |
---|---|
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. | $165,333 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $367,565 |
Pension plan accruals and contributions | $13,798 |
Other employee benefits | $74,222 |
Payroll taxes | $42,761 |
Fees for services: Management | $0 |
Fees for services: Legal | $8,924 |
Fees for services: Accounting | $19,700 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $124,585 |
Advertising and promotion | $18,885 |
Office expenses | $36,624 |
Information technology | $7,437 |
Royalties | $0 |
Occupancy | $95,547 |
Travel | $1,245 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $2,750 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $27,494 |
Insurance | $72,375 |
All other expenses | $0 |
Total functional expenses | $1,096,823 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $48,124 |
Savings and temporary cash investments | $1,197,937 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $3,082 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $24,461 |
Prepaid expenses and deferred charges | $0 |
Investments—publicly traded securities | $9,462,918 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $284,585 |
Total assets | $13,260,806 |
Accounts payable and accrued expenses | $50,523 |
Grants payable | $0 |
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 | $100,000 |
Other liabilities | $140,770 |
Total liabilities | $291,293 |
Net assets without donor restrictions | $0 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Total liabilities and net assets/fund balances | $12,969,513 |
Over the last fiscal year, we have identified 7 grants that Santa Barbara Trust For Historic Preservation has recieved totaling $60,010.
Awarding Organization | Amount |
---|---|
Walter J & Holly O Thomson Charitable Foundation Dallas, TX PURPOSE: SUPPORT EL PRESIDIO SHP | $25,000 |
California Humanities Oakland, CA PURPOSE: CORE PROGRAMS | $20,000 |
Henry W Bull Foundation Phoenix, AZ PURPOSE: CHARITABLE | $5,000 |
John & Beverly Stauffer Foundation Inc Los Angeles, CA PURPOSE: GENERAL OPERATIONS | $5,000 |
Maxine And Jack Zarrow Family Foundation Tulsa, OK PURPOSE: RESTORATION OF THE COTA-KNOX HOUSE ($1,000) AND GENERAL OPERATING EXPENSES ($3,000) | $4,000 |
Argonaut Charitable Foundation Los Angeles, CA PURPOSE: QUALIFIED CHARITABLE EXEMPT PURPOSE | $1,000 |
Beg. Balance | $1,463,081 |
Earnings | $15,447 |
Net Contributions | $325,332 |
Ending Balance | $1,803,860 |
Organization Name | Assets | Revenue |
---|---|---|
Uss Missouri Memorial Association Inc Aiea, HI | $41,047,033 | $13,975,147 |
Marines Memorial Association San Francisco, CA | $13,712,707 | $12,603,653 |
Oregon Historical Society Portland, OR | $38,558,644 | $10,926,580 |
Ntc Foundation San Diego, CA | $54,489,877 | $9,435,197 |
Pacific Historic Parks Aiea, HI | $16,680,796 | $4,440,631 |
Hobart Preservation Foundation San Francisco, CA | $24,942,337 | $3,593,927 |
Friends Of Iolani Palace Honolulu, HI | $1,651,460 | $3,141,450 |
Los Angeles Conservancy Los Angeles, CA | $8,280,807 | $3,801,748 |
Fox Tucson Theatre Foundation Tucson, AZ | $11,879,318 | $4,013,342 |
St Paul Rodeo Association St Paul, OR | $6,514,474 | $3,236,482 |
Shapell Manuscript Foundation Los Angeles, CA | $1,711,574 | $1,663,093 |
Prescott Frontier Days Inc Prescott, AZ | $1,824,378 | $1,478,402 |