Burt E Fugate and Anne L Fugate
Burt E Fugate and Anne L Fugate is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA MARIA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $506K in total assets. In 2024, it awarded 2 grants totaling $30K. Net investment income was $149K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$506K
+30.1% YoY
Annual Giving
$30K
-7.4% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$15K
-7.4% YoY
Under IRS private-foundation payout rules, Burt E Fugate and Anne L Fugate reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.
About Burt E Fugate and Anne L Fugate
Based on IRS filings
Burt E Fugate and Anne L Fugate is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA MARIA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $506K in total assets. In 2024, it awarded 2 grants totaling $30K. Net investment income was $149K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $506,204 | $389,021 | $405,914 |
| Revenue | $150,415 | $18,621 | $3,762 |
| Expenses | $33,232 | $35,514 | $33,967 |
| Qualifying Distributions | $31,291 | $33,733 | $32,266 |
| Net Investment Income | $148,722 | $14,854 | $8,029 |
| Distributable Amount | $33,144 | $30,296 | $33,949 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Allan Hancock Community College Foundation ($15,000), Cal Poly Foundation ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLAN HANCOCK COMMUNITY COLLEGE FOUNDATION SANTA MARIA, CA | COLLEGE SUPPORT | $15,000 |
| CAL POLY FOUNDATION SAN LUIS OBISPO, CA | COLLEGE SUPPORT | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARK C FUGATE | PRESIDENT | 5 | — |
| LISA DALMAU | VICE PRESIDENT | 5 | — |
| MARK C FUGATE | TREASURER | 5 | — |
| WENDY LAHR | SECRETARY | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Burt E Fugate and Anne L Fugate?
Burt E Fugate and Anne L Fugate is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA MARIA, CA. It holds $506K in total assets as of 2024.
How large is Burt E Fugate and Anne L Fugate?
As of 2024, Burt E Fugate and Anne L Fugate holds $506K in total assets with $150K in annual revenue. It awarded 2 grants totaling $30K in 2024.
Where does Burt E Fugate and Anne L Fugate operate?
Burt E Fugate and Anne L Fugate has awarded grants in California.
What size grants does Burt E Fugate and Anne L Fugate award?
In 2024, Burt E Fugate and Anne L Fugate awarded 2 grants totaling $30K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Burt E Fugate and Anne L Fugate required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Burt E Fugate and Anne L Fugate reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.