Burt E Fugate and Anne L Fugate
Burt E Fugate and Anne L Fugate is a private foundation, based in Santa Maria, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $594K in total assets. In 2025, it awarded 2 grants totaling $31K. Net investment income was $124K.
Burt E Fugate and Anne L Fugate at a glance
In short: Burt E Fugate and Anne L Fugate gave $31K across 2 grants in 2025 (avg $16K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $31,000
- +3.3% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $15,500
- +3.3% vs 2024
- Median grant
- $15,500
- Total assets
- $593,911
- +17.3% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Burt E Fugate and Anne L Fugate funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Cal Poly Foundation ($16K).
Organizations only. It also paid 1 grant to individuals ($15,500), which are not listed by name.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Burt E Fugate and Anne L Fugate gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $22K (2019) to $32K (2023). In 2025 it made 2 grants totaling $31K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $15,500 |
| Cal Poly Foundation San Luis Obispo, CA | College Support | $15,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $593,911 | $125,476 | $37,769 | $31,000 | 2 | $32,254 | $123,868 | $40,399 |
| 2024 | $506,204 | $150,415 | $33,232 | $30,000 | 2 | $31,291 | $148,722 | $33,144 |
| 2023 | $389,021 | $18,621 | $35,514 | $32,400 | 2 | $33,733 | $14,854 | $30,296 |
| 2022 | $405,914 | $3,762 | $33,967 | $31,000 | 2 | $32,266 | $8,029 | $33,949 |
| 2021 | $436,119 | $-18,544 | $32,957 | $25,500 | 3 | — | $7,301 | $35,125 |
| 2020 | $487,620 | $105,445 | $26,784 | $24,000 | 2 | — | $104,018 | $23,759 |
| 2019 | $408,959 | $3,508 | $25,335 | $22,160 | 2 | — | $11,319 | $25,210 |
Under IRS private-foundation payout rules, Burt E Fugate and Anne L Fugate reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Burt E Fugate and Anne L Fugate is led by Mark C. Fugate, President & Treasurer since 2024 (on filings since 2019); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Mark C. Fugate
President & Treasurer
Treasurer → President & Treasurer, 2024
On filings since 2019
5 hrs/week
No compensation reported
Lisa Dalmau
Vice President
On filings since 2019
5 hrs/week
No compensation reported
Wendy Lahr
Secretary
On filings since 2019
5 hrs/week
No compensation reported
Former officers (1)
- Former: Burt E. Fugate (2019–2023) — President
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Burt E Fugate and Anne L Fugate
How much does Burt E Fugate and Anne L Fugate give each year?
Burt E Fugate and Anne L Fugate gave $31K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 2 grants.
How large is Burt E Fugate and Anne L Fugate?
Burt E Fugate and Anne L Fugate reported $594K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Burt E Fugate and Anne L Fugate operate?
Burt E Fugate and Anne L Fugate has awarded grants in California.
What is Burt E Fugate and Anne L Fugate's EIN?
Burt E Fugate and Anne L Fugate's EIN (Employer Identification Number) is 77-0530246. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 24, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 10, 2026)
- IRS filings on file for fiscal years 2019–2025
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