SJL Foundation

Private foundation · Grantmaker Montecito, CA EIN: 36-3584276

SJL FOUNDATION is a private foundation based in Montecito, California. Its 2025 filing describes the SJL Education Project, which is developing a pilot program to reimagine elementary education, with a focus on modern facilities, skilled educators, and comprehensive support systems—particularly for children from disadvantaged backgrounds.

Key facts about SJL Foundation

In short: SJL Foundation gave $90K across 16 grants in 2025 (avg $6K), mostly in California. 13% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
36-3584276
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$90,048
Grants made (2025)
16
Average grant
$5,628
Median grant
$669
New grantees (estimate)
13% first-time grantees (2 of 16, 2025)
Total assets
$449,358
Primary geography
California (50% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$449K

-17.0% YoY

Annual Giving

$90K

-13.6% YoY

Grant Count

16

-40.7% YoY

Avg Grant Size

$6K

+45.9% YoY

Under IRS private-foundation payout rules, SJL Foundation reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.

Is SJL Foundation open to new grantees?

13%

first-time grantees, 2025

In 2025, 2 of 16 grantees (13%) were first-time recipients. First grants averaged $80; repeat grants $6K. How we count

Medians: $80 first-time, $1K repeat.

  • 88% of 2025 grantees were also funded in 2024. Method
  • Giving grew 20% from 2022 to 2025. Method
  • In 2025 it paid out 394% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s filing describes the SJL Education Project as developing a pilot program to transform elementary schools and support children’s academic and developmental milestones, particularly children from disadvantaged backgrounds. It also describes outreach to state legislators to change how educational inequity is addressed.

In 2025, the foundation gave to organizations with varied purposes. For example, the Santa Barbara Foundation describes itself as a community foundation that invests philanthropic capital to address challenges in Santa Barbara County. The Women’s Fund of Santa Barbara describes itself as a volunteer-led collective donor organization supporting women, children, and families in South Santa Barbara County. The Santa Barbara Museum of Art describes its mission as integrating art into people’s lives.

Grantmaking

In 2025, the foundation reported 16 grants totaling $90,048. Grants ranged from $60 to $33,000, with a median of $669. The largest grants included $33,000 to ME&US Foundation for the KotorArt 2025 International Music Festival, support for the Milos Karadaglic Foundation for Young Musical Artists, and travel expenses for University of Montenegro professors to UCSB; $25,000 to Boston University for an SCRCC scholarship; and $20,000 to Penn State University for education. Other reported grants included $4,550 to His Island Outreach, $2,500 to UC Regents, $2,000 to Santa Barbara Symphony, and $1,000 each to Santa Barbara Foundation and Women’s Fund of Santa Barbara.

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Geographic Focus

Where this funder awards grants

The foundation’s 2025 grant dollars went to recipients in California (50%), Massachusetts (28%), and Pennsylvania (22%). The filing also lists Arizona and Indiana at 0%.

Grant Distribution by State

14states

Share of 2025 grant dollars across all 16 itemized grants.

Cities

Santa BarbaraBostonOrangeDallasFlagstaffMontecitoRestonSan FranciscoUniversity ParkCarpinteriaKensingtonLanhamSanta ClaraBurlingtonCollege StationNotre DameWichitaBoca GrandeBridgewaterCarmel

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K16 grants2019 21 grants2020 19 grants2021 17 grants2022 19 grants2023 27 grants2024 16 grants2025

From 2019 to 2025, annual grant giving ranged from $34K (2019) to $443K (2020). In 2025 it made 16 grants totaling $90K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

ME&US Foundation: $33KME&US Foundation$33KBoston University: $25KBoston University$25KPenn State University: $20KPenn State University$20KHis Island Outreach: $5KHis Island Outreach$5KUc Regents: $3KUc Regents$3KSanta Barbara Symphony: $2KSanta Barbara Symphony$2KSanta Barbara Foundation: $1KSanta Barbara Foundation$1KWomen's Fund of Santa Barbara: $1KWomen's Fund of Santa Barbara$1KSanta Barbara Puerto Vallarta Sister Cities Committee: $338Santa Barbara Puerto VallartaSister Cities Committee$338Grand Canyon Trust: $100Grand Canyon Trust$100

The largest 2025 recipient was ME&US Foundation ($33K). Together the top 10 received $89K.

Grant Size Distribution

98 grants across all recorded years

98<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 98 grants of 98 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
ME&US Foundation Montecito, CAKotorart 2025 international music festival, $20,000; in support of milos karadaglic foundation for young musical artists $10,000; heal the bay project, expense for university of montenegro professors to travel to ucsb $3,000$33,000
Boston University Boston, MASCRCC Scholarship$25,000
Penn State University University Park, PAEducation$20,000
His Island Outreach Carpinteria, CAIn Furtherance of 501(C)(3)EXEMPT Purpose$4,550
Uc Regents Santa Barbara, CAEducation$2,500
Santa Barbara Symphony Santa Barbara, CAIn Furtherance of 501(C)(3)EXEMPT Purpose$2,000
Santa Barbara Foundation Santa Barbara, CABirnam Wood Helping Hand$1,000
Women's Fund of Santa Barbara Santa Barbara, CAIn Furtherance of 501(C)(3)EXEMPT Purpose$1,000
Santa Barbara Puerto Vallarta Sister Cities Committee Santa Barbara, CAIn Furtherance of 501(C)(3)EXEMPT Purpose$338
Grand Canyon Trust Flagstaff, AZSports & Recreation$100

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $449,358 $26,662 $118,707 $90,048 across 16 grants
2024 $541,403 $13,469 $136,386 $104,186 across 27 grants
2023 $664,320 $324,196 $102,529 $83,950 across 19 grants
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$449,358$541,403$664,320
Revenue$26,662$13,469$324,196
Expenses$118,707$136,386$102,529
Qualifying Distributions$108,447$126,786$92,284
Net Investment Income$15,589$12,034$9,369
Distributable Amount$27,543$32,103$27,538

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS August 4, 2020)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS June 12, 2026)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS October 24, 2022)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 9, 2023)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  7. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists George D Lilly, Brian M Lilly, Kevin T Lilly, Denise L Lilly, Parker Lilly, and Kayla Lilly as trustees.

SJL Foundation's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Brian M. Lilly

    Trustee

    On filings since 2019

    0.2 hrs/week

    No compensation reported

  • Denise L. Lilly

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • George D. Lilly

    Trustee

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Kayla Lilly

    Trustee

    On filings since 2019

    0.2 hrs/week

    No compensation reported

  • Kevin T. Lilly

    Trustee

    On filings since 2019

    0.2 hrs/week

    No compensation reported

  • Parker Lilly

    Trustee

    On filings since 2019

    0.2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 1482 East Valley Road 712, Montecito, CA 93108
Phone: (805) 963-1837

Frequently asked questions about SJL Foundation

How much does SJL Foundation give each year?

SJL Foundation gave $90K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $104K across 27 grants.

What is SJL Foundation's typical grant size?

SJL Foundation's median grant in 2025 was $669, and its average grant was $5,628, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from SJL Foundation that year got $80 on average.

Where does SJL Foundation give grants?

SJL Foundation gives mostly in California: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (28%) and Pennsylvania (22%). The most frequent recipient cities were Santa Barbara, CA (7 grants) and Montecito, CA (2 grants).

Who are SJL Foundation's largest grantees?

SJL Foundation's largest 2025 grantees include ME&US Foundation ($33,000), Boston University ($25,000) and Penn State University ($20,000), according to its 2025 IRS Form 990-PF. Together they received 87% of its itemized 2025 grant dollars.

How large is SJL Foundation?

SJL Foundation reported $449K in total assets on its 2025 IRS Form 990-PF. It paid out $108K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).

What does SJL Foundation fund?

The foundation’s filing describes the SJL Education Project as developing a pilot program to transform elementary schools and support children’s academic and developmental milestones, particularly children from disadvantaged backgrounds. See mission & focus areas ↑

How do I apply for a grant from SJL Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is SJL Foundation's EIN?

SJL Foundation's EIN (Employer Identification Number) is 36-3584276. IRS Form 990 filing data is available on this page for 2019–2025.

Does SJL Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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