The California State Capitol

Form 990-PFTax year 2024EIN 45-1477526

Hermitage Santa Barbara

A private foundation in Santa Barbara, CA. Its return for tax year 2024 lists 3 grants and $15,000 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $15,000

    Grants listed
    3
    Assets, end of year
    $10,592,981
  • Tax year 2023

    $0

    Grants listed
    0
    Assets, end of year
    $10,828,048
  • Tax year 2022

    $1,000,000

    Grants listed
    1
    Assets, end of year
    $10,989,599
  • Tax year 2021

    $0

    Grants listed
    0
    Assets, end of year
    $5,733,499
  • Tax year 2020

    $0

    Grants listed
    0
    Assets, end of year
    $4,169,282
  • Tax year 2019

    $0

    Grants listed
    0
    Assets, end of year
    $4,226,951
  • Tax year 2018

    $0

    Grants listed
    0
    Assets, end of year
    $4,301,723

Grants paid in 2024

3 grants, largest first

As listed on the return.

  1. NAMI Santa Barbara CountySanta Barbara, CA

    General purpose

    $5,000
  2. Palos Verdes Peninsula Land ConservancyRCH Palos VRD, CA

    General purpose

    $5,000
  3. Ganna Walska LotuslandSanta Barbara, CA

    General purpose

    $5,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Environment1 grant $5,00050% of the total
  2. Mental health1 grant $5,00050% of the total

By State

Grants to organizations with a US address, latest year.

  1. California3 grants $15,000

Officers, directors and trustees

8 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Theodore GardnerCEO Hours 1Pay $0
  • Melora ScharfTREASURER Hours 1Pay $5,000
  • Julia ForesterDIRECTOR Hours 1Pay $10,000
  • Abigail SchottSECRETARY Hours 5Pay $10,000
  • Carl KocherCHAIR (RESIGNED 9-25-24) Hours 1Pay $10,000
  • Randy BaldwinDIRECTOR Hours 1Pay $10,000
  • Bruce Biesman-SimonsCHAIR (AS OF 9-25-24) Hours 1Pay $0
  • Leslie GrayINAUGURAL MEMBER Hours 1Pay $5,000

The return

More foundations

Similar foundations

Same main cause (environment), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Cohen-Schultz Charitable FoundationSanta Barbara, CA 11 grants Preselected only $31,794 giving
  2. Askman Charitable FoundationSanta Barbara, CA 8 grants Preselected only $32,720 giving
  3. Castagnola Family FoundationSanta Barbara, CA 5 grants Preselected only $6,850 giving
  4. Writer Family FoundationSanta Barbara, CA 14 grants Accepts applications $47,928 giving
  5. The Marian D Jones FoundationLake Elsinore, CA 1 grant Preselected only $15,000 giving