Bay Foundation of Morro Bay logo

Bay Foundation of Morro Bay

MORRO BAY, CA EIN: 77-0215847 Website

TO PROVIDE LEADERSHIP IN RESTORING, ENHANCING, AND PROTECTING THE MARINE RESOURCES AND WATERSHEDS OF MORRO BAY, ESTERO BAY, AND THE CENTRAL COAST OF CALIFORNIA.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$25.0M

+8.2% YoY

Annual Giving

$1.2M

Grant Count

3

Avg Grant Size

$412K

About Bay Foundation of Morro Bay

Based on IRS filings

Bay Foundation of Morro Bay is a nonprofit organization, based in MORRO BAY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $25.0M in total assets. In 2024, it awarded 3 grants totaling $1.2M. Net investment income was $946K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

OaklandSacramentoSan Luis Obispo

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$7M$9M20202021202220232024
Metric202420232022
Total Assets$24,962,697$23,067,560$21,069,078
Revenue$2,825,145$2,345,304$2,833,360
Expenses$3,748,878$1,781,939$2,283,896
Qualifying Distributions
Net Investment Income$945,926$804,610$1,014,889
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$309K$618K$926K$1M0 grants20200 grants20211 grants20220 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

ROSE FOUNDATION$1.2MCOMMUNITY PROJECT SUPPOR…$20KCOMMUNITY PROJECT SUPPOR…$15K

Grant Size Distribution

4 grants across all recorded years

2<$50K$50–100K1$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Rose Foundation ($1,200,000), Community Project Support - Baywood Elementary School Water Education Progr ($20,000), Community Project Support - Guides for State Park Events ($15,024).

RecipientPurposeAmount
COMMUNITY PROJECT SUPPORT - BAYWOOD ELEMENTARY SCHOOL WATER EDUCATION PROGR SAN LUIS OBISPO, CACOMMUNITY PROJECT SUPPORTING BAYWOOD ELEMENTARY SCHOOL WATER EDUCATION PROGRAM.$20,000
ROSE FOUNDATION OAKLAND, CACONTRACTED WITH THE ROSE FOUNDATION TO ADMINISTER/MANAGE A SMALL GRANTS PROGRAM$1,200,000
COMMUNITY PROJECT SUPPORT - GUIDES FOR STATE PARK EVENTS SACRAMENTO, CACOMMUNITY PROJECT SUPPORTING PRINTING COSTS FOR DISCOVER MPAS ACTIVITY GUIDES FOR DISTRIBUTION AT STATE PARK EVENTS$15,024

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MELODIE GRUBBSEXECUTIVE DIRECTOR$108K

From 2024 filing

NameTitleHoursCompensation
WILLIAM HENRYPRESIDENT1
JASON CURTISVICE-PRESIDENT1
LEONARD MOOTHARTTREASURER1
GARY RUGGERONESECRETARY1
TOM EDELLDIRECTOR1
SALLY KRENNDIRECTOR1
RON MUNDSDIRECTOR1
DEANNA RICHARDSDIRECTOR1
SHAUNNA SULLIVANDIRECTOR1
MELODIE GRUBBSEXECUTIVE DIRECTOR40$108,163

Frequently Asked Questions

How large is Bay Foundation of Morro Bay?

As of 2024, Bay Foundation of Morro Bay holds $25.0M in total assets with $2.8M in annual revenue. It awarded 3 grants totaling $1.2M in 2024.

Where does Bay Foundation of Morro Bay operate?

Bay Foundation of Morro Bay has awarded grants in California.

What size grants does Bay Foundation of Morro Bay award?

In 2024, Bay Foundation of Morro Bay awarded 3 grants totaling $1.2M — an average of about $412K per grant, based on its IRS Form 990 filings.

What is Bay Foundation of Morro Bay's EIN?

Bay Foundation of Morro Bay's EIN (Employer Identification Number) is 77-0215847. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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