Kugelman Family Foundation
Kugelman Family Foundation is a private foundation, based in Newport Coast, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $421K in total assets. In 2024, it awarded 8 grants totaling $106K. Net investment income was $36K.
Kugelman Family Foundation at a glance
In short: Kugelman Family Foundation gave $106K across 8 grants in 2024 (avg $13K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $105,960
- -26.3% vs 2023
- Grants made (2024)
- 8
- -27.3% vs 2023
- Average grant
- $13,245
- +1.3% vs 2023
- Median grant
- $7,500
- Total assets
- $420,530
- +5.9% vs 2023
- Primary geography
- California (76% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Kugelman Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
71 grants across all recorded years
The most common grant size was under $50K: 65 grants of 71 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
How Kugelman Family Foundation gives
- Giving fell 42% from 2021 to 2024. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). 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 2020 to 2024, annual grant giving ranged from $56K (2022) to $221K (2020). In 2024 it made 8 grants totaling $106K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 8 grants to individuals Recipients not named | — | $105,960 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $420,530 | $135,952 | $112,386 | $105,960 | 8 | $105,960 | $36,172 | — |
| 2023 | $396,964 | $239,672 | $148,112 | $143,820 | 11 | $143,820 | $175,401 | $10,508 |
| 2022 | $305,404 | $22,907 | $62,551 | $55,902 | 17 | $55,902 | $22,907 | $17,503 |
| 2021 | $345,048 | $206,563 | $188,319 | $184,025 | 18 | $184,025 | $143,983 | — |
| 2020 | $326,804 | $119,436 | $225,445 | $220,790 | 17 | — | $68,386 | — |
Leadership & Key People
Officers and directors from IRS filings
Kugelman Family Foundation is led by Dulcie A Kugelman, President & CEO on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Dulcie A Kugelman
President & CEO
On filings since 2020
10 hrs/week
No compensation reported
Lawrence N Kugelman
Treasurer
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Kugelman Family Foundation
How much does Kugelman Family Foundation give each year?
Kugelman Family Foundation gave $106K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $144K across 11 grants.
What is Kugelman Family Foundation's typical grant size?
Kugelman Family Foundation's median grant in 2024 was $7,500, and its average grant was $13,245, across 8 grants on its 2024 IRS Form 990-PF.
Where does Kugelman Family Foundation give grants?
Kugelman Family Foundation gives mostly in California: 76% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Hawaii (24%).
Does Kugelman Family Foundation give general operating support?
Yes: 100% of Kugelman Family Foundation's 2024 grants with a stated purpose (8 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Kugelman Family Foundation?
Kugelman Family Foundation reported $421K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $136K.
What is Kugelman Family Foundation's EIN?
Kugelman Family Foundation's EIN (Employer Identification Number) is 45-3958542. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 15, 2025)
- IRS filings on file for fiscal years 2020–2024
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