Larry & Jo Shupnick Fam Foundation
Larry & Jo Shupnick Fam Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN LUIS OBISPO, CA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 6 grants totaling $155K. Net investment income was $106K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.5M
-1.5% YoY
Annual Giving
$155K
Grant Count
6
Avg Grant Size
$26K
Under IRS private-foundation payout rules, Larry & Jo Shupnick Fam Foundation reported a distributable amount of $173K for 2024 — the minimum it must pay out in qualifying distributions.
About Larry & Jo Shupnick Fam Foundation
Based on IRS filings
Larry & Jo Shupnick Fam Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN LUIS OBISPO, CA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 6 grants totaling $155K. Net investment income was $106K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,518,717 | $3,570,518 | $3,500,508 |
| Revenue | $105,835 | $105,010 | $3,500,508 |
| Expenses | $157,636 | $35,000 | — |
| Qualifying Distributions | $155,000 | $35,000 | — |
| Net Investment Income | $105,835 | $105,010 | $508 |
| Distributable Amount | $173,101 | $172,664 | $14,360 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cal Poly Pomona Philanthropic Foun ($50,000), St Luke Wood River Foundation ($40,000), French Medical Foundation ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Cal Poly Pomona Philanthropic Foun Pomona, CA | Charitable Donation | $50,000 |
| St Luke Wood River Foundation Ketchum, ID | Charitable Donation | $40,000 |
| Pan Mass Challenge Needham Heights, MA | Charitable Donation | $10,000 |
| French Medical Foundation San Luis Obispo, CA | Charitable Donation | $25,000 |
| Mission College Prep San Luis Obispo, CA | Charitable Donation | $20,000 |
| Mission School Boosters San Luis Obispo, CA | Charitable Donation | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Lawrence M Shupnick | President | 5 | — |
| Jo Shupnick | Secretary | 5 | — |
| Wyatt Mello | CFO | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Larry & Jo Shupnick Fam Foundation?
Larry & Jo Shupnick Fam Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN LUIS OBISPO, CA. It holds $3.5M in total assets as of 2024.
How large is Larry & Jo Shupnick Fam Foundation?
As of 2024, Larry & Jo Shupnick Fam Foundation holds $3.5M in total assets with $106K in annual revenue. It awarded 6 grants totaling $155K in 2024.
Where does Larry & Jo Shupnick Fam Foundation operate?
Larry & Jo Shupnick Fam Foundation has awarded grants in California, Idaho, Massachusetts.
What size grants does Larry & Jo Shupnick Fam Foundation award?
In 2024, Larry & Jo Shupnick Fam Foundation awarded 6 grants totaling $155K — an average of about $26K per grant, based on its IRS Form 990 filings.
How much is Larry & Jo Shupnick Fam Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Larry & Jo Shupnick Fam Foundation reported a distributable amount of $173K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2022–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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