Coastal Barrier Island Foundation

STOCKTON, CA EIN: 77-0494059

Coastal Barrier Island Foundation is a private foundation focused on Environment & Animals, based in STOCKTON, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 38 grants totaling $75K. Net investment income was $49K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

-2.4% YoY

Annual Giving

$75K

+29.4% YoY

Grant Count

38

-11.6% YoY

Avg Grant Size

$2K

+46.4% YoY

Under IRS private-foundation payout rules, Coastal Barrier Island Foundation reported a distributable amount of $65K for 2024 — the minimum it must pay out in qualifying distributions.

About Coastal Barrier Island Foundation

Based on IRS filings

Coastal Barrier Island Foundation is a private foundation focused on Environment & Animals, based in STOCKTON, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 38 grants totaling $75K. Net investment income was $49K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

23states
+15 more states

Cities

ArlingtonAshevilleAshtonBerkeleyBostonBrattleboroBrunswickCarpinteriaCarson CityChamplinChicagoColumbiaFolsomFrederickGaltGeorgetownHalf Moon BayHillsdaleHonoluluHouston

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$34K$68K$102K$136K20202021202220232024
Metric202420232022
Total Assets$1,065,996$1,092,056$1,056,665
Revenue$60,908$101,047$5,200
Expenses$86,968$65,656$70,094
Qualifying Distributions$75,300$62,518$66,337
Net Investment Income$49,240$97,909$33,224
Distributable Amount$65,211$60,614$64,985

Giving Over Time

Total grant dollars and number of grants per year

$0$19K$38K$56K$75K42 grants202037 grants202137 grants202243 grants202338 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

STOCKTON SYMPHONY ASSOCI…$10KBLACKWING FOUNDATION$5KKUKI'O HO'MANA FUND$5KCOASTAL GEORGIA HISTORIC…$5KARTSAVL DONATION$5KTHE HAGGIN MUSEUM$5KAOPA FOUNDATION$5KMARIPOSA MUSEUM & HISTOR…$4KSTOCKTON SAILING FOUNDAT…$2KONE HUNDRED MILES$2K

Grant Size Distribution

197 grants across all recorded years

197<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Stockton Symphony Association ($10,000), Blackwing Foundation ($5,000), Kuki'o Ho'mana Fund ($5,000).

RecipientPurposeAmount
BLACKWING FOUNDATION STOCKTON, CAGENERAL SUPPORT$5,000
KUKI'O HO'MANA FUND KAILUAKONA, HIGENERAL SUPPORT$5,000
CALIFORNIA WATERFOWL ASSOCIATION ROSEVILLE, CAGENERAL SUPPORT$1,000
COASTAL GEORGIA HISTORICAL SOCIETY ST SIMONS ISLAND, GAGENERAL SUPPORT$5,000
DUCKS UNLIMITED MEMPHIS, TNGENERAL SUPPORT$1,000
ELKHORN SLOUGH FOUNDATION WATSONVILLE, CAGENERAL SUPPORT$1,000
HARVARD WESTLAKE SCHOOL STUDIO CITY, CAGENERAL SUPPORT$1,000
HAWAII PREPARATORY ACADEMY KAMUELA, HIGENERAL SUPPORT$1,000
HOOVER INSTITUTION STANFORD, CAGENERAL SUPPORT$1,000
HOPE 4 HORSES GALT, CAGENERAL SUPPORT$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CHARLES BEROLZHEIMERPRESIDENT1
CAROLINE GUENTHERSECRETARY1
DANIEL ENASTREASURER1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Coastal Barrier Island Foundation?

Coastal Barrier Island Foundation is a private foundation focused on Environment & Animals, based in STOCKTON, CA. It holds $1.1M in total assets as of 2024.

How large is Coastal Barrier Island Foundation?

As of 2024, Coastal Barrier Island Foundation holds $1.1M in total assets with $61K in annual revenue. It awarded 38 grants totaling $75K in 2024.

Where does Coastal Barrier Island Foundation operate?

Coastal Barrier Island Foundation has awarded grants in Arizona, California, Colorado, Georgia, Hawaii, Idaho, Illinois, Massachusetts, Maryland, Minnesota, Missouri, Mississippi, North Carolina, New Jersey, Nevada, New York, Oklahoma, South Carolina, Tennessee, Texas, Virginia, Vermont, Wyoming.

What size grants does Coastal Barrier Island Foundation award?

In 2024, Coastal Barrier Island Foundation awarded 38 grants totaling $75K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Coastal Barrier Island Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Coastal Barrier Island Foundation reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Coastal Barrier Island Foundation's EIN?

Coastal Barrier Island Foundation's EIN (Employer Identification Number) is 77-0494059. 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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