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California · Nonprofit

SANTA BARBARA TRUST FOR HISTORIC PRESERVATION

SANTA BARBARA TRUST FOR HISTORIC PRESERVATION (California) receives grants from 23 organizations whose IRS filings report $394,170 to it, the largest being WALTER J & HOLLY O THOMSON CHARITABLE ($55,000). 13 of them have funded it in more than one year.

Revenue FY2025
$2.6M
Funders on record
23
Grants received
$394k
Net assets
$13M
13/23 repeat funderspeak grant-dependency 6%
01What it does

What Santa Barbara Trust for Historic Preservation does

Mission

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.

As stated on its FY2025 Form 990.

Programs

  1. El presidio state historic park - see schedule o

    $210,820 spent$138,252 earned by the program
    13% of program spending
  2. Santa ynez mission mills - see schedule o

    $95,730 spent
    6% of program spending
  3. Other program services - the trust owns and maintains a property adjacent to the presidio park and administers a facade easement over the historic santa barbara el paseo shops and offices. Programs are conducted throughout the community relating to our mission, including the presidio neighborhood, lectures, exhibits, and other projects.

    $1,139,677 spent
    72% of program spending
  4. Casa de la guerra - see schedule o

    $144,096 spent$89,852 earned by the program
    9% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,590,323.

02The organization over time

The organization over time

Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20192019 Revenue 100 ($1.6M) Expenses 100 ($1.4M) Net assets 100 ($11M)2020 Revenue 92 ($1.5M) Expenses 132 ($1.8M) Net assets 98 ($11M)2021 Revenue 128 ($2.1M) Expenses 79 ($1.1M) Net assets 118 ($13M)2022 Revenue 122 ($2.0M) Expenses 122 ($1.7M) Net assets 107 ($12M)2023 Revenue 83 ($1.3M) Expenses 128 ($1.8M) Net assets 110 ($12M)2024 Revenue 138 ($2.2M) Expenses 149 ($2.1M) Net assets 118 ($13M)2025 Revenue 161 ($2.6M) Expenses 154 ($2.1M) Net assets 121 ($13M)
2019202020212022202320242025
Revenue (161)Expenses (154)Net assets (121)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $11M to $13M (+19%).

$11M
$11M
$13M
$12M
$12M
$13M
$14M
2019202020212022202320242025
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 1%. Grants only. Government contracts and fees sit inside program revenue.

17% of SANTA BARBARA TRUST FOR HISTORIC PRESERVATION’s revenue is contributions — more earned-revenue than three-quarters of its peers (63% for the typical peer).

This organization
Typical peer · 5,377 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 7 reported years ran a deficit.

$228k
’19
−$340k
’20
$957k
’21
$272k
’22
−$428k
’23
$163k
’24
$454k
’25
6.5
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Anne Petersen

Executive director

As listed on its FY2025 Form 990.

2019202020212022202320242025
Listed18212120221922
Joined·+4+4+2+3+2+6
No longer listed·143153
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 3 funders to 8 funders, grant income rose $20k → $79k.

5 of 23 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 12% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of SANTA BARBARA TRUST FOR HISTORIC PRESERVATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

SANTA BARBARA TRUST FOR HISTORIC PRESERVATION has a broad base — no single funder exceeds 14% of grant income, and it takes 5 funders to reach half.

the vertical line marks half of all grant income — 5 funders to its left

14%
largest funder
38%
top three
~11
effective funders

Largest funder’s share by year: 2017 54% · 2018 100% · 2019 73% · 2020 57% · 2021 32% · 2022 37% · 2023 38% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

9% of SANTA BARBARA TRUST FOR HISTORIC PRESERVATION's funders are still giving 3 years after their first grant; 57% give in more than one year at all.

first grant+1y+2y+3y+4y+5y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

58% of SANTA BARBARA TRUST FOR HISTORIC PRESERVATION's grant income comes from California funders.

MN
NY
CA
NE
MO
OK
TX

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $46k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

SANTA BARBARA TRUST FOR HISTORIC PRESERVATION runs a healthier operating margin than half of the 3,230 arts & culture nonprofits its size.

Operating margin18% · above the median
Months of reserve6.5mo · above the median
Revenue growth (annualized)8% · above the median

this organization peer median middle 50% of peers· 3,230 arts & culture nonprofits $1M–$10M, FY2025

Government funding SANTA BARBARA TRUST FOR HISTORIC PRESERVATION receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $30k on record.

Federal$30k
grants $30kcontracts $0
Top agencies
  • National Endowment for the Humanities$30k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like SANTA BARBARA TRUST FOR HISTORIC PRESERVATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

75% of spending goes to programs.

Program 75%Management 19%Fundraising 6%

Governance

20
board members
100%
independent
✓Conflict-of-interest policy–Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

54%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for SANTA BARBARA TRUST FOR HISTORIC PRESERVATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds SANTA BARBARA TRUST FOR HISTORIC PRESERVATION?
SANTA BARBARA TRUST FOR HISTORIC PRESERVATION (California) receives grants from 23 organizations whose IRS filings report $394,170 to it, the largest being WALTER J & HOLLY O THOMSON CHARITABLE ($55,000). 13 of them have funded it in more than one year.
How many funders does SANTA BARBARA TRUST FOR HISTORIC PRESERVATION have?
IRS filings report 23 organizations giving $394,170 in grants to SANTA BARBARA TRUST FOR HISTORIC PRESERVATION, 13 of which have funded it in more than one year.
Who is the largest funder of SANTA BARBARA TRUST FOR HISTORIC PRESERVATION?
WALTER J & HOLLY O THOMSON CHARITABLE is the largest funder on record, with $55,000 in grants. The full list of funders is on this page.
How can an organization like SANTA BARBARA TRUST FOR HISTORIC PRESERVATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Santa Barbara Trust for Historic Preservation →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2019–2025), and the filings of 23 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing