Key facts about Foundation for San Luis Obispo
- EIN
- 77-0460885
- Latest 990 filing
- Form 990, 2026
- Total assets
- $5,466,729
Data from IRS Form 990, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990 · View filing
Total Assets
$5.5M
+11.5% YoY
Revenue
$435K
+92.2% YoY
Net Investment Income
$182K
+15.7% YoY
Expenses
$408K
+172.3% YoY
About Foundation for San Luis Obispo
Based on IRS filings
Foundation for San Luis Obispo is a public charity focused on Education, based in San Luis Obispo, CA. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $5.5M in total assets. Net investment income was $182K.
Focus Areas
Ready to take the next step with Foundation for San Luis Obispo?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2022 it made 1 grant totaling $100K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
1 grants across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 1 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2026.
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $5,466,729 | $4,904,789 | $4,464,252 |
| Revenue | $434,557 | $226,067 | $177,769 |
| Expenses | $408,490 | $150,036 | $165,009 |
| Net Investment Income | $182,263 | $157,524 | $130,266 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS February 9, 2023)
- Added Form 990 for fiscal year 2026 (received by the IRS August 17, 2026)
Leadership & Key People
Officers and directors from IRS filings
Foundation for San Luis Obispo is led by Juliane McAdam, President on every filing since 2020; none of the 10 officers listed in 2026 report compensation.
Officers on the 2026 filing
Juliane McAdam
President
On filings since 2020
No compensation reported
Kristin Bridgeford
Director
On filings since 2021
No compensation reported
Joan Hurwit
Director
On filings since 2024
No compensation reported
John McCarthy
Director
On filings since 2025
No compensation reported
Victoria Schmidt
Director
On filings since 2025
No compensation reported
Jason Capell
Director
New on the 2026 filing
No compensation reported
Kalyn Josephson
Director
New on the 2026 filing
No compensation reported
Elizabeth Manak
Vice President
Director → Vice President, 2022
On filings since 2021
No compensation reported
Charlotte Alexander
Treasurer
On filings since 2023
No compensation reported
Rachel Duchak
Secretary
Director → Secretary, 2026
On filings since 2025
No compensation reported
Former officers (8)
- Former: Kristy Lundstrom (2023–2025) — Secretary
- Former: Marlys McPherson (2023–2025) — Director
- Former: Marlie Schmidt (2023–2024) — Director
- Former: Marty Azevedo (2021–2022) — Secretary
- Former: Nancy Stevens (2021–2022) — Director
- Former: Sandy Baer (2021–2022) — Treasurer
- Former: Caty Asper (2020) — Secretary
- Former: Nancy Mancino (2020) — Treasurer
Data from IRS Form 990 filings, 2020–2026. "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 Foundation for San Luis Obispo
How large is Foundation for San Luis Obispo?
Foundation for San Luis Obispo reported $5.5M in total assets on its 2026 IRS Form 990. Its revenue that year was $435K.
What is Foundation for San Luis Obispo?
Foundation for San Luis Obispo is a public charity focused on Education, based in San Luis Obispo, CA. It holds $5.5M in total assets as of 2026.
Where does Foundation for San Luis Obispo operate?
Foundation for San Luis Obispo has awarded grants in California.
What is Foundation for San Luis Obispo's EIN?
Foundation for San Luis Obispo's EIN (Employer Identification Number) is 77-0460885. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Foundation for San Luis Obispo by hand.
Explore Open Grants
Browse active grant opportunities in Foundation for San Luis Obispo's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
California Community Foundation
Los Angeles, CA
The California Community Foundation funds work in education, health, housing, immigration, and other community needs, primarily in Los Angeles County. Its 2025 grants had a median of $50,000, though amounts varied widely; it does not accept unsolicited funding requests.
Assets
$2.3B
Grants
2,174
Total Given
$326.6M
The William & Flora Hewlett Foundation
Menlo Park, CA
The William & Flora Hewlett Foundation funds education, climate and conservation, the arts, gender equity, governance, democracy, and philanthropy, with work in the San Francisco Bay Area, the U.S. West, nationally, and internationally. Its 2024 grants had a median of $150,000, though awards ranged from $50 to more than $11 million; it often provides long-term general operating support. It generally does not accept unsolicited requests, except through invited open processes.
Assets
$14.2B
Grants
2,001
Total Given
$625.0M
Marin Community Foundation
Novato, CA
Marin Community Foundation funds equity-focused work, including affordable housing, homelessness, community resilience and power, and arts; its Buck Family Fund supports organizations serving Marin County, including those based elsewhere. Its 2025 grants had a median of $25,000 and ranged from $5,050 to $10 million; the profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,573
Total Given
$186.1M
Conrad N Hilton Foundation
Westlake Village, CA
The Conrad N. Hilton Foundation funds nonprofits working to improve lives and alleviate poverty, with initiatives including early childhood development, homelessness, refugees, safe water, and support for foster and opportunity youth. Its work is global, and its 2024 grants had a median award of $76,000. It generally does not accept unsolicited requests, except through its Good Neighbor Program for eligible local nonprofits and Title 1 schools.
Assets
$7.4B
Grants
1,339
Total Given
$287.7M
The San Diego Foundation
San Diego, CA
The San Diego Foundation supports nonprofits advancing racial and social justice, equity of opportunity, and resilient communities, with grants for projects, capacity building, or general support. Its 2025 itemized grants had a median of $25,000, with awards ranging from $5,100 to nearly $5 million; it generally funds organizations serving San Diego County residents, though some grants reach beyond the county. Applications are made through posted funding opportunities, and the profile does not state whether unsolicited requests are accepted.
Assets
$1.7B
Grants
1,158
Total Given
$94.3M
The California Endowment
Los Angeles, CA
The California Endowment funds health and racial equity, including health care access, community health, organizing, and policy change, primarily in California. Its 2024 grants had a median of $100,000, though amounts varied widely; it does not accept unsolicited requests and funds preselected organizations only.
Assets
$4.5B
Grants
1,125
Total Given
$215.9M
Kaiser Foundation Hospitals
Oakland, CA
Kaiser Foundation Hospitals supports community health, health-care access, and efforts addressing health inequities, including mental and behavioral health, housing, and employment. Its 2024 grants had a median of $25,000, with most grant dollars going to California; Southern California grants focus on its 14 service areas. For Southern California regional grants, unsolicited letters of inquiry and proposals are not accepted; other application routes described include invited inquiries and open event sponsorship applications.
Assets
$87.4B
Grants
1,122
Total Given
$225.4M
Jewish Community Foundation of Los Angeles
Los Angeles, CA
The Jewish Community Foundation of Los Angeles supports human services, health, education, Jewish life, arts and culture, and nonprofit capacity and facilities, with grants in Los Angeles, Israel, and beyond. Its 2024 itemized grants had a median of $25,000, though amounts varied widely. General Community grants are invitation-only and do not accept unsolicited requests; all 2025 grantmaking is by invitation only.
Assets
$1.2B
Grants
1,063
Total Given
$142.2M
Jewish Community Federation of San
San Francisco, CA
Jewish Federation Bay Area funds programs that strengthen Jewish life, combat antisemitism, respond to crises, support people in need, and advance justice and inclusion. Its work focuses on the Bay Area, Israel, and beyond; 2025 grants had a median of $22,750, though amounts varied widely. It frequently issues requests for proposals and welcomes inquiries about its process, but no current opportunities are listed.
Assets
$2.0B
Grants
1,032
Total Given
$94.5M
The David and Lucile Packard Foundation
Los Altos, CA
The David and Lucile Packard Foundation funds charitable organizations working on just societies, healthy families and communities, and a healthy natural world, including climate solutions, ocean conservation, and science. Its 2024 grants had a median of $150,000, and half of grant dollars went to California recipients. It accepts unsolicited requests, but less than 1% of its grants come from them.
Assets
$8.5B
Grants
1,029
Total Given
$350.0M
More Funders in California
Foundation for San Luis Obispo down — hundreds of funders to go?