Larry & Jo Shupnick Fam Foundation
Larry & Jo Shupnick Fam Foundation is a private foundation, based in San Luis Obispo, CA. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $3.0M in total assets. In 2025, it awarded 3 grants totaling $805K. Net investment income was $74K.
Larry & Jo Shupnick Fam Foundation at a glance
In short: Larry & Jo Shupnick Fam Foundation gave $805K across 3 grants in 2025 (avg $268K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $805,000
- +419.4% vs 2024
- Grants made (2025)
- 3
- -50.0% vs 2024
- Average grant
- $268,333
- +938.7% vs 2024
- Median grant
- $30,000
- Total assets
- $2,986,017
- -15.1% vs 2024
- Primary geography
- California (95% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Larry & Jo Shupnick Fam Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Cal Poly Philanthropic Foundation ($765K). Together the top 3 received $805K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 7 grants of 9 (78%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Larry & Jo Shupnick Fam Foundation gives
- In 2025 it paid out 506% of 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 2024 to 2025, annual grant giving ranged from $155K (2024) to $805K (2025). In 2025 it made 3 grants totaling $805K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cal Poly Philanthropic Foundation Pomona, CA | Charitable Donation | $765,000 |
| St Lukes Wood River Foundation Ketchum, ID | Charitable Donation | $30,000 |
| Pan Mass Challenge Needham Heights, MA | Charitable Donation | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,986,017 | $273,876 | $806,576 | $805,000 | 3 | $805,000 | $73,876 | $159,152 |
| 2024 | $3,518,717 | $105,835 | $157,636 | $155,000 | 6 | $155,000 | $105,835 | $173,101 |
| 2023 | $3,570,518 | $105,010 | $35,000 | — | — | $35,000 | $105,010 | $172,664 |
| 2022 | $3,500,508 | $3,500,508 | — | — | — | — | $508 | $14,360 |
Under IRS private-foundation payout rules, Larry & Jo Shupnick Fam Foundation reported a distributable amount of $159K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Larry & Jo Shupnick Fam Foundation is led by Lawrence M. Shupnick, President on every filing since 2022; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lawrence M. Shupnick
President
On filings since 2022
5 hrs/week
No compensation reported
Jo Shupnick
Secretary
On filings since 2022
5 hrs/week
No compensation reported
Wyatt Mello
CFO
On filings since 2022
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "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 Larry & Jo Shupnick Fam Foundation
How much does Larry & Jo Shupnick Fam Foundation give each year?
Larry & Jo Shupnick Fam Foundation gave $805K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $155K across 6 grants.
What is Larry & Jo Shupnick Fam Foundation's typical grant size?
Larry & Jo Shupnick Fam Foundation's median grant in 2025 was $30,000, and its average grant was $268,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does Larry & Jo Shupnick Fam Foundation give grants?
Larry & Jo Shupnick Fam Foundation gives mostly in California: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Larry & Jo Shupnick Fam Foundation give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Larry & Jo Shupnick Fam Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Donation" (3 grants).
How large is Larry & Jo Shupnick Fam Foundation?
Larry & Jo Shupnick Fam Foundation reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $805K in qualifying distributions that year, against a required minimum of $159K (roughly 5% of its investment assets).
What is Larry & Jo Shupnick Fam Foundation's EIN?
Larry & Jo Shupnick Fam Foundation's EIN (Employer Identification Number) is 92-1136861. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 28, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 27, 2026)
- IRS filings on file for fiscal years 2022–2025
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