Natalie Orfalea Foundation (NOF)

Natalie Orfalea Foundation (NOF) is a private foundation and grantmaking organization. 1 NOF supports the critical race theory-influenced concept of “social equity” 2 and its donations have supported left-of-center issue advocacy, restrictions on gun ownership, 3 environmentalism, 4 health issues, and various education-related causes. 5

At-A-Glance

Formation:

2016

Executive Director:

Marybeth Carty

Location: Santa Barbara, CA View on map
Tax ID: 47-4602133
Most Recent Filing: 2024
Budget (2024): Assets: $19,151,219 Revenue: $381,400 Expenses: $1,530,360

Contents

    In 2019, NOF contributed $50,000 to the left-of-center Voter Registration Project 6 and supported the documentary Knock Down the House, which covered the 2018 primary election campaigns of U.S. Rep. Alexandria Ocasio-Cortez (D-NY) and U.S. Rep. Cori Bush (D-MO). 3

    History and Leadership

    Natalie Orfalea Foundation was founded in 2016 7 by Natalie Orfalea, an activist donor whose interests include the critical race theory-influenced concept of “social justice” as well as environmentalism, education, leadership, community health, and documentary films. 8

    Marybeth Carty is the executive of NOF. 9 In her role, she has addressed left-wing education and social policy issues by interfacing with hundreds of different nonprofit organizations through her work on various boards. 8

    Lou Buglioli co-funds NOF projects and is on the organization’s Education Finance Committee. 10

    Activities and Funding

    Natalie Orfalea Foundation is a private foundation 1 whose grantmaking priorities include left-of-center issue advocacy, restrictions on gun ownership, 3 environmentalism, 4 health issues, and various education-related causes. 5 NOF pursues the critical race theory-influenced concept of “social equity” 2 and considers its and grants both business and social decisions. 11

    NOF and NOF funder Lou Buglioli operate on an invitation-only grantmaking cycle. Organizations may be invited to submit a letter of inquiry prior to submitting a full grant application to the foundation. NOF conducts two major grant cycles each year, one in the spring and one in the fall. 12

    NOF’s partners include the Audacious Foundation, James S. Bower Foundation, Santa Barbara Foundation, the Giving Pledge, Chicago Media Project, Impact Partners, Sundance Institute, UCSB Arts & Lectures, Kathleen Loehr of the Aspen Leadership Group, and Leading from Within. 11 NOF has also worked with Doctors Without Borders. 13

    In 2021, NOF gave grants of $195,000 to the Santa Barbara Foundation, $83,334 to the Community Environmental Council, $40,000 to Doctors without Walls, $28,942 to the Audacious Foundation, $25,000 to Equal Justice Initiative, $10,000 to the Indian Law Resource Center, and $5,000 to environmentalist law firm Earthjustice (formerly the Sierra Club Legal Defense Fund). That same year, NOF approved future grants of $166,666 to Community Environmental Council. 14

    In 2020, NOF distributed grants of $10,000 to left-of-center America Votes, $75,000 to the Audacious Foundation, $12,500 to the Community Environmental Council, $40,000 to Doctors Without Walls, $50,000 to the Equal Justice Initiative, $182,875 to the Santa Barbara Foundation, $49,371 to the Tandana Foundation, and $155,000 to United Way. 15

    In 2019, NOF contributed $50,000 to the left-of-center Voter Registration Project and $10,000 to Democracy Now. 6 Also in 2019, NOF supported films on gun control and Knock Down the House, a documentary film that covered the 2018 primary election campaigns of U.S. Rep. Alexandria Ocasio-Cortez (D-NY) and U.S. Rep. Cori Bush (D-MO). 3

    The foundation has also partnered with environmentalist activist Paul Hawken to produce a film on climate change and worked with the Nature Preserve and the left-of-center Community Environmental Council on environmentalist causes. 16

    Funding

    Natalie Orfalea Foundation receives most of its funding through grants from Louis Buglioli 17 and from investment income. In 2021, NOF reported revenue of $1,886,021 and expenses of $1,650,966. 18

    In 2020, Natalie Orfalea Foundation reported revenue of $977,557 and expenses of $1,411,397. 15

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $19,151,219 $381,400 $1,530,360 View
    2023 $17,972,249 $1,283,236 $1,952,458 View
    2022 $17,044,134 $846,621 $1,917,036 View
    2021 $21,200,278 $1,886,021 $1,650,966 View
    2020 $18,952,885 $977,557 $1,411,397 View

    Prior year filings: 2015

    Expenses Detail

    Employee Compensation

    Highest Earning Employees

    EmployeeTitleTotal Compensation
    Marybeth CartyEXECUTIVE DIRECTOR$90,000

    Grant Activity

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $5,334,976
    • Number of Grants: 140
    • Number of Recipients: 87

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $246,4772022 The Nature Conservancy-VirginiaGENERAL OPERATIONS
    $182,8752020 Santa Barbara FoundationVARIOUS PUBLIC CHARITIES IN COMMUNITY FOR GENERAL SUPPORT
    $150,0002023 UTAH FILM CENTERONE POINT FIVE FISCAL SPONSOR
    $150,0002020 The Nature ConservancyGENERAL OPERATING SUPPORT
    $137,7762023 The Nature ConservancyGENERAL OPERATIONS
    $120,0002024 Santa Barbara FoundationDONOR ADVISED FUND
    $111,7522024 The Nature ConservancyDANGERMOND
    $100,0002023 Santa Barbara FoundationDONOR ADVISED FUND
    $100,0002022 Santa Barbara FoundationDONOR ADVISED FUND
    $100,0002021 SANSUM CLINICGENERAL OPERATING
    $100,0002020 Pachamama AllianceGENERAL OPERATING SUPPORT
    $83,3342021 Community Environmental Council, Inc.GENERAL OPERATING
    $75,0002024 LEAP: Learn. Engage. Advocate. Partner. (formerly IVYP)LEAP PROGRAM
    $75,0002020 Audacious FoundationFISCAL AGENT FOR LOUD PROGRAM
    $66,5002024 Santa Barbara County Food Action NetworkGENERAL OPERATIONS
    $62,5002022 Climate FoundationGENERAL OPERATIONS
    $62,5002021 Denver Film SocietySOCIAL DILEMMA IMPACT CAMPAIGN
    $62,5002021 Ucsb Arts & LecturesGENERAL OPERATING
    $55,0002022 Friends of Ballona WetlandsGENERAL OPERATIONS
    $54,0752023 Park County Environmental CouncilGENERAL OPERATIONS
    $52,0002023 White Buffalo Land TrustGENERAL OPERATIONS
    $51,7752024 Ucsb FoundationBREN ENVIRONMENTAL LEADERSHIP PROGRAM
    $50,3622024 Planned Parenthood California Central CoastGENERAL OPERATIONS
    $50,0002024 Carpinteria Childrens ProjectGENERAL OPERATIONS
    $50,0002024 Freedom 4 YouthGENERAL OPERATIONS

    References

    1. “Natalie Orfalea Foundation.” Return of Private Foundation. (Form 990-PF). 2021. Part I. https://projects.propublica.org/nonprofits/organizations/474602133/202213139349101716/full.
    2. “Our Values.” Natalie Orfalea Foundation. Accessed June 18, 2023. https://www.natalieorfaleafoundation.org/our-vision.
    3. “Storytelling.” Natalie Orfalea Foundation. Accessed June 16, 2023. https://www.natalieorfaleafoundation.org/storytelling.
    4. “Home.” Natalie Orfalea Foundation. Accessed June 16, 2023. https://www.natalieorfaleafoundation.org/health.
    5. Education.” Natalie Orfalea Foundation. Accessed June 16, 2023. https://www.natalieorfaleafoundation.org/education.
    6. “Natalie Orfalea Foundation.” Return of Private Foundation. (Form 990-PF). 2019. Accessed June 16, 2023. https://projects.propublica.org/nonprofits/organizations/474602133/202043219349106834/full.
    8. “Our Team.” Natalie Orfalea Foundation. Accessed June 16, 2023. https://www.natalieorfaleafoundation.org/our-team.
    9. “Contact Us.” Natalie Orfalea Foundation. Accessed June 15, 2023. https://www.natalieorfaleafoundation.org/contact-us.
    10. “Our Team.” Natalie Orfalea Foundation. Accessed June 18, 2023. https://www.natalieorfaleafoundation.org/our-team.
    11. “Partners.” Natalie Orfalea Foundation. Accessed June 15, 2023. https://www.natalieorfaleafoundation.org/new-page.
    12. “Contact Us.” Natalie Orfalea Foundation. Accessed June 16, 2023. https://www.natalieorfaleafoundation.org/contact-us.
    13. “Health.” Natalie Orfalea Foundation. Accessed June 16, 2023. https://www.natalieorfaleafoundation.org/health.
    14. “Natalie Orfalea Foundation.” Return of Private Foundation. (Form 990-PF). 2021. Part XIV. https://projects.propublica.org/nonprofits/organizations/474602133/202213139349101716/full.
    15. “Natalie Orfalea Foundation.” Return of Private Foundation. (Form 990-PF). 2020. Accessed June 16, 2023. https://projects.propublica.org/nonprofits/organizations/474602133/202133199349102848/full.
    16. “Environment.” Natalie Orfalea Foundation. Accessed June 16, 2023. https://www.natalieorfaleafoundation.org/environment.
    17. “Natalie Orfalea Foundation.” Return of Private Foundation. (Form 990-PF). 2021. https://projects.propublica.org/nonprofits/organizations/474602133/202213139349101716/full.
    18. “Natalie Orfalea Foundation.” Return of Private Foundation. (Form 990-PF). 2021. Accessed June 16, 2023. https://projects.propublica.org/nonprofits/organizations/474602133/202213139349101716/full.