Patricia R Loomis Foundation

Private foundation · Grantmaker Arroyo Grande, CA EIN: 46-1257450

Patricia R Loomis Foundation is a private foundation, based in Arroyo Grande, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $263K in total assets. In 2024, it awarded 2 grants totaling $18K. Net investment income was $6K.

Patricia R Loomis Foundation at a glance

In short: Patricia R Loomis Foundation gave $18K across 2 grants in 2024 (avg $9K), mostly in California. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$18,000
-10.0% vs 2023
Grants made (2024)
2
+0.0% vs 2023
Average grant
$9,000
-10.0% vs 2023
Median grant
$9,000
Total assets
$262,917
-4.5% vs 2023
Primary geography
California (100% 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 Patricia R Loomis Foundation funds

How this funder distributes its grants

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

Arroyo GrandeGrover BeachOceanoPismo BeachPsimo BeachSanta Margarita

How Patricia R Loomis Foundation gives

  • Giving fell 42% from 2021 to 2024. Method
  • In 2024 it paid out 128% 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

$0$10K$20K$30K$40K4 grants2019 2 grants2020 4 grants2021 0 grants2022 2 grants2023 2 grants2024

From 2019 to 2024, annual grant giving ranged from $12K (2020) to $31K (2021). In 2024 it made 2 grants totaling $18K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
2 grants to individuals Recipients not named —$18,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$262,917$10,268$22,558$18,0002$18,788$6,498$14,676
2023$275,207$5,177$24,529$20,0002$20,787$2,903$14,115
2022$296,109$-634$2,960———$1,663$15,040
2021$299,703$13,979$35,938$31,0004$31,816$9,859$16,360
2020$320,110$5,148$16,543$12,1002—$2,938$15,791
2019$331,505$8,356$28,976$24,2004—$4,906$16,278

Under IRS private-foundation payout rules, Patricia R Loomis Foundation reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Patricia R Loomis Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Julie Wilson

    Trustee

    On filings since 2019

    No compensation reported

  • Kate Wels

    Trustee

    On filings since 2019

    No compensation reported

  • Sarah Mattthews

    Trustee

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2024. "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 Patricia R Loomis Foundation

How much does Patricia R Loomis Foundation give each year?

Patricia R Loomis Foundation gave $18K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $20K across 2 grants.

How large is Patricia R Loomis Foundation?

Patricia R Loomis Foundation reported $263K in total assets on its 2024 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).

Where does Patricia R Loomis Foundation operate?

Patricia R Loomis Foundation has awarded grants in California.

What is Patricia R Loomis Foundation's EIN?

Patricia R Loomis Foundation's EIN (Employer Identification Number) is 46-1257450. IRS Form 990 filing data is available on this page for 2019–2024.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS August 7, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 19, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS September 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 11, 2024)
  6. Added Form 990-PF for fiscal year 2024 (received by the IRS October 27, 2025)
  7. IRS filings on file for fiscal years 2019–2023

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Patricia R Loomis Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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