San Marino Pt Affiliates
Provides and administers a private, non-discriminatory summer school for elementary through high school
San Marino Pt Affiliates at a glance
In short: San Marino Pt Affiliates reported $1K in grants paid in 2026 (a total; its filing lists no individual grants). Source: 2026 IRS Form 990.
- Grants paid (2026)
- $1,000 — reported as a total on the IRS filing, without an itemized list
- Total assets
- $368,904
- +19.7% vs 2025
- Revenue (2026)
- $577,737
- +1.7% vs 2025
- Net investment income (2026)
- $294
- -11.4% vs 2025
- Expenses (2026)
- $516,989
- -15.7% vs 2025
- Latest 990 filing
- Form 990, 2026 View filing
Data from IRS Form 990, 2026; updated November 2026.
Who San Marino Pt Affiliates funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $250–500K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How San Marino Pt Affiliates gives
- Giving grew 217% from 2020 to 2023. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $1K (2026) to $428K (2023). In 2026 it reported $1K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| San Marino Unified School San Marino, CA | support education | $428,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2026 | $368,904 | $577,737 | $516,989 | $1,000 | Total only | $294 |
| 2025 | $308,156 | $567,926 | $612,920 | — | — | $332 |
| 2024 | $353,150 | $596,325 | $419,458 | — | — | $239 |
| 2023 | $176,283 | $556,793 | $909,535 | $428,000 | 1 | $629 |
| 2022 | $529,025 | $481,750 | $421,843 | — | — | $847 |
| 2021 | $469,118 | $430,198 | $272,489 | — | — | $1,317 |
| 2020 | $311,409 | $504,899 | $586,743 | $135,000 | 1 | $6,889 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About San Marino Pt Affiliates
Based on IRS filings
San Marino Pt Affiliates is a public charity, based in San Marino, CA. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $369K in total assets. In 2026, it reported $1K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $294.
Leadership & Key People
Officers and directors from IRS filings
San Marino Pt Affiliates is led by Stephanie Duncan, President on every filing since 2020; none of the 22 officers listed in 2026 report compensation.
Officers on the 2026 filing
Stephanie Duncan
President
On filings since 2020
10 hrs/week
No compensation reported
Jeanie Caldwell
Board Member
Vice President → Board Member, 2023
On filings since 2020
2 hrs/week
No compensation reported
Jennifer Chen
Treasurer
Treasurer → Treasurer Summer Sc, 2024
Treasurer Summer Sc → Treasurer, 2025
On filings since 2020
1.5 hrs/week
No compensation reported
Lisa Link
Board Member
On filings since 2020
1 hr/week
No compensation reported
Liz Kneier
Membership
Board Member → Membership, 2023
On filings since 2020
2 hrs/week
No compensation reported
Mary Payne
Recording Secretary
Secretary → Recording Secretary, 2023
On filings since 2020
0.5 hrs/week
No compensation reported
Valrie Gumbiner Weiss
Parliamentarian
Board Member → Parliamentarian, 2023
On filings since 2020
2 hrs/week
No compensation reported
Vivian Chan
Commty Liaison
Board Member → Commty Liaison, 2023
On filings since 2020
2 hrs/week
No compensation reported
Barbara Damerel
Treasurer
Board Member → Treasurer, 2024
On filings since 2023
1 hr/week
No compensation reported
Beth Davis
Vice President Social Evnt
On filings since 2023
1 hr/week
No compensation reported
Gale Inadomi
Board Member
On filings since 2023
1 hr/week
No compensation reported
Janice Conzonire
Board Member
On filings since 2023
1 hr/week
No compensation reported
Jennifer Chuang
Vice President Social Evnt
On filings since 2023
2 hrs/week
No compensation reported
Karen Wicke
Vice President Social Evnt
On filings since 2023
2 hrs/week
No compensation reported
Marlene Evans
Board Members
On filings since 2023
1 hr/week
No compensation reported
Patricia Tom Mar
Board Member
On filings since 2023
1 hr/week
No compensation reported
Shelley Ryan
School Liaison
On filings since 2023
2 hrs/week
No compensation reported
Katie Kellogg
Board Member
On filings since 2024
1 hr/week
No compensation reported
Laurie Modean
Board Member
On filings since 2024
1 hr/week
No compensation reported
Lydia Rubin
Board Member
On filings since 2024
1 hr/week
No compensation reported
Alicia Song Ulrich
Board Member
On filings since 2025
1 hr/week
No compensation reported
Donna Mann
Board Member
On filings since 2025
1 hr/week
No compensation reported
Former officers (4)
- Former: Maria McClurg (2020–2023) — Summer Sch Treasurer
- Former: Carol Blauvelt (2023) — Board Member
- Former: Shelley Harter (2023) — Board Member
- Former: Julie Barbour (2020–2022) — Board Member
Data from IRS Form 990 filings, 2020–2026. "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 San Marino Pt Affiliates
How much does San Marino Pt Affiliates give each year?
San Marino Pt Affiliates reported $1K in grants paid in 2026 on its 2026 IRS Form 990, as a total without an itemized list of grants.
How large is San Marino Pt Affiliates?
San Marino Pt Affiliates reported $369K in total assets on its 2026 IRS Form 990. Its revenue that year was $578K.
Where does San Marino Pt Affiliates operate?
San Marino Pt Affiliates has awarded grants in California.
What is San Marino Pt Affiliates's EIN?
San Marino Pt Affiliates's EIN (Employer Identification Number) is 95-3839982. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated November 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS July 3, 2020)
- Updated Form 990 for fiscal year 2023 (received by the IRS March 28, 2024)
- Added Form 990 for fiscal year 2026 (received by the IRS September 10, 2026)
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Figures come from San Marino Pt Affiliates'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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