Public Charity

Montecito Union School Foundation

Montecito Union School Foundation, of Montecito, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $420K in revenue, $480K in expenses, $1.1M in total assets. 21 publicly reported grants to this organization, totaling roughly $738K, appear in IRS filings.

EIN: 953609133 Montecito, CA Latest filing: 2025
Total Revenue$420K
Total Expenses$480K
Total Assets$1.1M
Grant Records21
Funding Total$738K
Filing Years2021–2025

Mission

To raise funds to sponsor educational programs at Montecito Union School District.

Officers & Directors

Annual Giving C Bruce Frey
Vice President Carolyn Fitzgerald
Sponsorship Coo Casey Kallenbach
School Programs Jennie Burkart
Member Jessica Warm
Treasurer Jillian Wittman

Officer compensation and complete director data available with membership.

Top Grant Purposes

Student Enrichment
$273,280 2 grants
Support Strategic Plan
$200,000 1 grant
EDUCATION
$108,350 7 grants
For grant recipient's exempt purposes
$52,670 4 grants
Project Dev. Feasibility Study
$44,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $420K $480K $1.1M
2024 $556K $247K $1.2M
2023 $548K $808K $846K
2022 $621K $361K $1.1M
2021 $333K $310K $846K

Between 2021 and 2025, reported annual revenue grew from $333K to $420K (+26%), with total assets most recently reported at $1.1M.

Interactive year-over-year charts and full filing details available with membership.

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