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La Centra-Sumerlin Foundation

Foundation · Grantmaker Santa Barbara, CA EIN: 77-0416683 Website

The La Centra-Sumerlin Foundation is a grantmaking organization that provides funding to non-profit partners serving the Santa Barbara County community. The foundation prioritizes funding for organizations and programs addressing education and well-being of low-income children and youth, people affected by disabilities, disadvantage and homelessness, the arts, and open space preservation, with highest priority given to organizations and programs in Carpinteria.

Key facts about La Centra-Sumerlin Foundation

EIN
77-0416683
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$2,520,739
Grants made (2024)
46
Average grant
$54,799
Median grant
$30,000
New grantees (estimate)
20% first-time grantees (9 of 46, 2024)
Total assets
$36,178,366
Primary geography
California (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who La Centra-Sumerlin Foundation funds

By grant dollars, the top recipient states for La Centra-Sumerlin Foundation's 46 itemized 2024 grants were California (100%). The most frequent recipient cities were Santa Barbara, CA (32 grants), Carpinteria, CA (10 grants) and Goleta, CA (3 grants). 7% of grants with a stated purpose were for general or operating support. Recurring purposes include "Education Programs" (7 grants) and "Education Program" (5 grants).

Is La Centra-Sumerlin Foundation open to new grantees?

20%

first-time grantees, 2024

In 2024, 9 of 46 grantees (20%) were first-time recipients. First grants averaged $29K; repeat grants $61K. How we count

Medians: $10K first-time, $30K repeat.

  • 80% of 2024 grantees were also funded in 2023. Method
  • Giving fell 41% from 2021 to 2024. Method
  • In 2024 it paid out 101% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$36.2M

+19.0% YoY

Annual Giving

$2.5M

-6.4% YoY

Grant Count

46

-11.5% YoY

Avg Grant Size

$55K

+5.8% YoY

Under IRS private-foundation payout rules, La Centra-Sumerlin Foundation reported a distributable amount of $2.5M for 2024 — the minimum it must pay out in qualifying distributions.

About La Centra-Sumerlin Foundation

Based on IRS filings

La Centra-Sumerlin Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Santa Barbara, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $36.2M in total assets. In 2024, it awarded 46 grants totaling $2.5M. Net investment income was $605K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of all 46 itemized 2024 grant dollars.

Cities

Santa BarbaraCarpinteriaGoletaMadisonMcfarlandSanta MariaLos AngelesMilwaukeeNew YorkOaklandPeoriaSan QuentinWashington DcHollywoodRichmondRochesterSeattleSummerlandWest Hollywood

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$9M$14M$19M20202021202220232024
Metric202420232022
Total Assets$36,178,366$30,396,602$23,655,418
Revenue$8,613,023$9,701,719$9,034,857
Expenses$2,848,021$2,960,535$7,454,093
Qualifying Distributions$2,530,580$2,699,500$7,162,250
Net Investment Income$605,009$533,983$3,287,736
Distributable Amount$2,503,247$1,709,729$1,156,096

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$5M$7M47 grants202059 grants202119 grants202252 grants202346 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Family Service Agency: $367KFamily Service Agency$367KCarpinteria Children's Project: $290KCarpinteria Children's Project$290KLand Trust of Santa Barbara County: $240KLand Trust of Santa BarbaraCounty$240KSanta Barbara Education Foundation: $133KSanta Barbara EducationFoundation$133KCarpinteria Education Foundation: $127KCarpinteria EducationFoundation$127KSanta Barbara Foundation: $125KSanta Barbara Foundation$125KIndependent Living Rescue Center: $108KIndependent Living RescueCenter$108KCarpinteria Community Theatre Inc: $100KCarpinteria Community TheatreInc$100KFoodbank of Santa Barbara: $70KFoodbank of Santa Barbara$70KGirls Inc of Carpinteria: $50KGirls Inc of Carpinteria$50K

Grant Size Distribution

223 grants across all recorded years

161<$50K27$50–100K23$100–250K7$250–500K3$500K–1M2$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Family Service Agency ($366,839), Carpinteria Children's Project ($290,000), Land Trust of Santa Barbara County ($240,000).

RecipientPurposeAmount
FAMILY SERVICE AGENCY Santa Barbara, CACHILD WELFARE$366,839
CARPINTERIA CHILDREN'S PROJECT Carpinteria, CAEDUCATION PROGRAMS$290,000
LAND TRUST OF SANTA BARBARA COUNTY Santa Barbara, CAPRESERVE NATURAL RESOURCE AND AGRICULTURAL LAND$240,000
SANTA BARBARA EDUCATION FOUNDATION Santa Barbara, CAEDUCATION PROGRAM$133,400
CARPINTERIA EDUCATION FOUNDATION Carpinteria, CAEDUCATION PROGRAMS$126,500
SANTA BARBARA FOUNDATION Santa Barbara, CAIMPROVE QUALITY OF LIFE IN SANTA BARBARA COUNTY$125,000
INDEPENDENT LIVING RESCUE CENTER Santa Barbara, CAASSISTED LIVING FACILITY$108,000
CARPINTERIA COMMUNITY THEATRE INC Carpinteria, CAPERFORMING ARTS$100,000
FOODBANK OF SANTA BARBARA Santa Barbara, CAPROVIDING FOOD TO THE HUNGRY$70,000
GIRLS INC OF CARPINTERIA Carpinteria, CAEDUCATION AND ADVOCACY PROGRAMS FOR GIRLS$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Whitney KopfPresident/Executive Director20—
S DucaDirector0.5—
A HonikmanSecretary2—
L DucaChair of Board1—
M DucaDirector0.5—
K SheaTreasurer/CFO3—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is La Centra-Sumerlin Foundation?

La Centra-Sumerlin Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Santa Barbara, CA. It holds $36.2M in total assets as of 2024.

How large is La Centra-Sumerlin Foundation?

As of 2024, La Centra-Sumerlin Foundation holds $36.2M in total assets with $8.6M in annual revenue. It awarded 46 grants totaling $2.5M in 2024.

Where does La Centra-Sumerlin Foundation operate?

La Centra-Sumerlin Foundation has awarded grants in California, District of Columbia, Illinois, New York, Washington, Wisconsin.

What size grants does La Centra-Sumerlin Foundation award?

In 2024, La Centra-Sumerlin Foundation awarded 46 grants totaling $2.5M — an average of about $55K per grant, based on its IRS Form 990 filings.

How much is La Centra-Sumerlin Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, La Centra-Sumerlin Foundation reported a distributable amount of $2.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is La Centra-Sumerlin Foundation's EIN?

La Centra-Sumerlin Foundation's EIN (Employer Identification Number) is 77-0416683. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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