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California · Public charity

Montecito Retirement Association

The mission of the MONTECITO RETIREMENT ASSOCIATION is to operate at casa dorinda a lifecare program with a commitment to excellence in the quantity and quality of its services so that its residents may continue to live their lives with dignity, security and as independently and fully as they are able.

$94k
Granted FY2024(still arriving)
2
Itemized grants FY2024
1
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Itemized, FY2024
$45k
The rest is grants the schedule does not break out
Median grant, FY2024
$35,000
Largest grant, FY2024
$35,000
Organizations funded a year
1 to 9
FY2018 to FY2023
States reached, FY2024
1
Total assets, FY2024
$162M

How open it is to new grantees

In FY2023, 0% of the organizations Montecito Retirement Association funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23
PhilanthropyArts & CultureHuman ServicesPublic Safety & DisasterHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving2$45k0%
FY20231$35k0%
FY20221$25k0%
FY20212$43k50%
FY20209$67k89%
FY20185$45kn/a
95% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Arts & Culture$155kEducation$28kPublic Safety & Disaster$25kPhilanthropy$17kHuman Services$10kHealth$10kCommunity Improvement$5kFood & Nutrition$5kOther$0

Top grantees

Largest recipients by total granted, FY2018 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Music Academy of the West$140,00060%
Regents of the University of California$27,5001n/a
Montecito Firefighters Charitable Foundation$20,000212%
United Way of Santa Barbara County Inc$6,50010%
Junior League of Santa Barbara$5,00012%
State Street Ballet$5,00011%
Unity Shoppe Inc$5,00010%
Santa Barbara Bucket Brigade$5,00012%
Calm Inc$5,00010%
Adventures in Caring Foundation$5,00014%
Show all 11 grantees
All grantees of Montecito Retirement Association by total granted
GranteeTotal grantedYearsShare of their budget
Music Academy of the West$140,00060%
Regents of the University of California$27,5001n/a
Montecito Firefighters Charitable Foundation$20,000212%
United Way of Santa Barbara County Inc$6,50010%
Junior League of Santa Barbara$5,00012%
State Street Ballet$5,00011%
Unity Shoppe Inc$5,00010%
Santa Barbara Bucket Brigade$5,00012%
Calm Inc$5,00010%
Adventures in Caring Foundation$5,00014%
Vna Health$5,00010%

Plus 3 recipients with no EIN on record ($30k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Montecito Retirement Association supplied at peak.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetMusic Academy of the West: $140,000 over 6y, 0.4% of budgetMontecito Firefighters Charitable Foundation: $20,000 over 2y, 12% of budgetUnited Way of Santa Barbara County Inc: $6,500 over 1y, 0.1% of budgetJunior League of Santa Barbara: $5,000 over 1y, 2.2% of budgetState Street Ballet: $5,000 over 1y, 0.5% of budgetUnity Shoppe Inc: $5,000 over 1y, 0.1% of budgetSanta Barbara Bucket Brigade: $5,000 over 1y, 1.6% of budgetCalm Inc: $5,000 over 1y, 0.1% of budgetAdventures in Caring Foundation: $5,000 over 1y, 4.0% of budgetVna Health: $5,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 10.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Santa Barbara FoundationCA21.8× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Santa Barbara Foundation · Ann Jackson Family Foundation · Hutton Foundation Dba Hutton Parker Foundation · Manitou Fund · James S Bower Foundation · California Community Foundation · William H Kearns Foundation · The Lucky One Foundation · The Arnold & Jill Bellowe Family Foundation · Mosher Foundation · Williams-Corbett Foundation · The Wood-Claeyssens Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Montecito Retirement Association with peer funders

About Montecito Retirement Association

How much does Montecito Retirement Association give?
Montecito Retirement Association reported 2 itemized grants totaling $45,000, out of $93,683 in total grant expense reported on the return in its FY2024 IRS filing. It funded between 1 and 9 organizations a year over FY2018 to FY2023.
What does Montecito Retirement Association fund?
By grant dollars over FY2018 to FY2024, its largest causes are Arts & Culture (58%), Education (10%), Public Safety & Disaster (9%).
Who are Montecito Retirement Association's largest grantees?
By total granted over FY2018 to FY2024: Music Academy of the West ($140k), Regents of the University of California ($28k), Montecito Firefighters Charitable Foundation ($20k).
Does Montecito Retirement Association fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Which funders back the same organizations as Montecito Retirement Association?
Its strongest co-funders, measured against what their size predicts, include Santa Barbara Foundation, Ann Jackson Family Foundation, Hutton Foundation Dba Hutton Parker Foundation.
Where is Montecito Retirement Association based?
Montecito Retirement Association is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 15 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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