Coastal Barrier Island Foundation
COASTAL BARRIER ISLAND FOUNDATION is a private foundation based in Stockton, California. Its 2025 filing reports grants to charitable organizations, with recipients in California and other states.
Key facts about Coastal Barrier Island Foundation
In short: Coastal Barrier Island Foundation gave $73K across 32 grants in 2025 (avg $2K), mostly in California. 13% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 77-0494059
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $72,800
- Grants made (2025)
- 32
- Average grant
- $2,275
- Median grant
- $1,000
- New grantees (estimate)
- 13% first-time grantees (4 of 32, 2025)
- Total assets
- $1,041,347
- Primary geography
- California (74% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.0M
-2.3% YoY
Annual Giving
$73K
-3.3% YoY
Grant Count
32
-15.8% YoY
Avg Grant Size
$2K
+14.8% YoY
Under IRS private-foundation payout rules, Coastal Barrier Island Foundation reported a distributable amount of $69K for 2025 — the minimum it must pay out in qualifying distributions.
Is Coastal Barrier Island Foundation open to new grantees?
13%
first-time grantees, 2025
In 2025, 4 of 32 grantees (13%) were first-time recipients. First grants averaged $5K; repeat grants $2K. How we count
Medians: $4K first-time, $1K repeat.
- 81% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+19%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for the Stockton Symphony Association, whose mission is to inspire joy and build community through music; Santa Catalina School, which describes its mission as developing students’ excellence and sense of service; and the Children’s Home of Stockton, which says it guides youth and young adults toward hope and resiliency.
The foundation also supported conservation organizations. One Hundred Miles describes its work as protecting Georgia’s coast through advocacy, education, and community engagement. Manomet says it uses science and collaboration to improve the health of flyways, coastal ecosystems, and working lands and seas. The Elkhorn Slough Foundation describes its mission as conserving and restoring Elkhorn Slough and its watershed.
Grantmaking
In 2025, the foundation made 32 grants totaling $72,800. Grants ranged from $400 to $10,000, with a median of $1,000. The largest grants were $10,000 each to Blackwing Foundation, Stockton Symphony Association, and UCSF Foundation, all for general support. Other notable grants included $5,000 each to Kuki'o Ho'omana Fund, Santa Catalina School, and The Haggin Museum; $2,500 to PeopleUnited; and $2,000 each to Mariposa Museum & History Center, One Hundred Miles, Planned Parenthood Federation of America, and Children's Home of Stockton. Manomet received $1,500.
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Geographic Focus
Where this funder awards grants
In 2025, 74% of grant dollars went to recipients in California, followed by Hawaii (8%), Georgia (5%), Massachusetts (3%), and New York (3%).
Grant Distribution by State
Share of all 32 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $51K (2019) to $75K (2024). In 2025 it made 32 grants totaling $73K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Blackwing Foundation ($10K). Together the top 10 received $54K.
Grant Size Distribution
187 grants across all recorded years
The most common grant size was under $50K: 187 grants of 187 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Blackwing Foundation Stockton, CA | General Support | $10,000 |
| Stockton Symphony Association Stockton, CA | General Support | $10,000 |
| UCSF Foundation San Francisco, CA | General Support | $10,000 |
| Kuki'o Ho'omana Fund Kailuakona, HI | General Support | $5,000 |
| Santa Catalina School Monterey, CA | General Support | $5,000 |
| The Haggin Museum Stockton, CA | General Support | $5,000 |
| Peopleunited Walnut Creek, CA | General Support | $2,500 |
| Mariposa Museum & History Center Inc Mariposa, CA | General Support | $2,000 |
| One Hundred Miles Brunswick, GA | General Support | $2,000 |
| Planned Parenthood Federation of America Inc New York, NY | General Support | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant sum | Grant count |
|---|---|---|---|---|---|
| 2025 | $1,041,347 | $57,791 | $82,440 | $72,800 | 32 |
| 2024 | $1,065,996 | $60,908 | $86,968 | $75,300 | 38 |
| 2023 | $1,092,056 | $101,047 | $65,656 | $58,200 | 43 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,041,347 | $1,065,996 | $1,092,056 |
| Revenue | $57,791 | $60,908 | $101,047 |
| Expenses | $82,440 | $86,968 | $65,656 |
| Qualifying Distributions | $72,800 | $75,300 | $62,518 |
| Net Investment Income | $47,537 | $49,240 | $97,909 |
| Distributable Amount | $69,194 | $65,211 | $60,614 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS September 1, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Charles Berolzheimer as president, Caroline Guenther as secretary, and Daniel Enas as treasurer.
Coastal Barrier Island Foundation is led by Charles Berolzheimer, President on every filing since 2024; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Charles Berolzheimer
President
On filings since 2024
1 hr/week
No compensation reported
Caroline Guenther
Secretary
On filings since 2019
1 hr/week
No compensation reported
Daniel Enas
Treasurer
On filings since 2024
1 hr/week
No compensation reported
Former officers (2)
- Former: Larry Solari (2019–2023) — CFO
- Former: Philip C. Berolzheimer (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.
Contact
Mailing address: 555 W Benjamin Holt Dr Bldg A, Stockton, CA 95207
Phone: (209) 603-4279
Frequently asked questions about Coastal Barrier Island Foundation
How much does Coastal Barrier Island Foundation give each year?
Coastal Barrier Island Foundation gave $73K across 32 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $75K across 38 grants.
What is Coastal Barrier Island Foundation's typical grant size?
Coastal Barrier Island Foundation's median grant in 2025 was $1,000, and its average grant was $2,275, across 32 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Coastal Barrier Island Foundation that year got $5K on average.
Where does Coastal Barrier Island Foundation give grants?
Coastal Barrier Island Foundation gives mostly in California: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Hawaii (8%) and Georgia (5%). The most frequent recipient cities were Stockton, CA (8 grants) and Memphis, TN (2 grants).
Does Coastal Barrier Island Foundation give general operating support?
Yes: 100% of Coastal Barrier Island Foundation's 2025 grants with a stated purpose (32 of 32) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Coastal Barrier Island Foundation's largest grantees?
Coastal Barrier Island Foundation's largest 2025 grantees include Blackwing Foundation ($10,000), Stockton Symphony Association ($10,000) and UCSF Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.
How large is Coastal Barrier Island Foundation?
Coastal Barrier Island Foundation reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $73K in qualifying distributions that year, against a required minimum of $69K (roughly 5% of its investment assets).
What does Coastal Barrier Island Foundation fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Coastal Barrier Island Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Coastal Barrier Island Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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