So Inclined Philanthropic Foundation
So Inclined Philanthropic Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Francisco, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17.2M in total assets. In 2024, it awarded 5 grants totaling $1.2M. Net investment income was $521K.
Key facts about So Inclined Philanthropic Foundation
- EIN
- 84-3809081
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,175,000
- Grants made (2024)
- 5
- Average grant
- $235,000
- Median grant
- $60,000
- Total assets
- $17,218,654
- Primary geography
- California (90% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who So Inclined Philanthropic Foundation funds
By grant dollars, the top recipient states for So Inclined Philanthropic Foundation's 5 itemized 2024 grants were California (90%) and New York (8%). None of its 5 grants with a stated purpose were described as general or operating support.
How So Inclined Philanthropic Foundation gives
- Giving held roughly steady from 2021 to 2024 (−13%). Method
- In 2024 it paid out 161% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with So Inclined Philanthropic Foundation
- How to evaluate So Inclined Philanthropic Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$17.2M
+13.1% YoY
Annual Giving
$1.2M
+254.1% YoY
Grant Count
5
-37.5% YoY
Avg Grant Size
$235K
+466.5% YoY
Under IRS private-foundation payout rules, So Inclined Philanthropic Foundation reported a distributable amount of $749K for 2024 — the minimum it must pay out in qualifying distributions.
About So Inclined Philanthropic Foundation
Based on IRS filings
So Inclined Philanthropic Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Francisco, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17.2M in total assets. In 2024, it awarded 5 grants totaling $1.2M. Net investment income was $521K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $17,218,654 | $15,225,558 | $13,483,123 |
| Revenue | $3,025,516 | $1,816,140 | $1,357,630 |
| Expenses | $1,259,210 | $417,271 | $661,152 |
| Qualifying Distributions | $1,204,350 | $361,350 | $599,325 |
| Net Investment Income | $520,612 | $277,543 | $104,839 |
| Distributable Amount | $748,797 | $624,920 | $765,148 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Stanford Cancer Institute ($1,000,000), American Friends of Tel Aviv University Inc ($89,000), San Mateo County Health Foundation ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| STANFORD CANCER INSTITUTE Palo Alto, CA | SUPPORTING CANCER RESEARCH | $1,000,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY INC New York, NY | SUPPORTING HIGHER EDUCATION | $89,000 |
| SAN MATEO COUNTY HEALTH FOUNDATION San Mateo, CA | SUPPORTING MEDICAL CLINICS | $60,000 |
| THUNDERBIRD LODGE PRESERVATION SOCIETY Incline Village, NV | SUPPORTING HISTORICAL SITE PRESERVATION | $25,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE Washington, DC | SUPPORTING GUN VIOLENCE PREVENTION | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Vladimir G Shmunis | Trustee | 2 | — |
| Sandra Shmunis | Trustee | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is So Inclined Philanthropic Foundation?
So Inclined Philanthropic Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Francisco, CA. It holds $17.2M in total assets as of 2024.
How large is So Inclined Philanthropic Foundation?
As of 2024, So Inclined Philanthropic Foundation holds $17.2M in total assets with $3.0M in annual revenue. It awarded 5 grants totaling $1.2M in 2024.
Where does So Inclined Philanthropic Foundation operate?
So Inclined Philanthropic Foundation has awarded grants in Arizona, California, District of Columbia, Massachusetts, Nevada, New York.
What size grants does So Inclined Philanthropic Foundation award?
In 2024, So Inclined Philanthropic Foundation awarded 5 grants totaling $1.2M — an average of about $235K per grant, based on its IRS Form 990 filings.
How much is So Inclined Philanthropic Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, So Inclined Philanthropic Foundation reported a distributable amount of $749K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is So Inclined Philanthropic Foundation's EIN?
So Inclined Philanthropic Foundation's EIN (Employer Identification Number) is 84-3809081. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.