The Community Foundation San Luis Obispo logo

The Community Foundation San Luis Obispo

Public charity · Grantmaker San Luis Obispo, CA EIN: 77-0496500 Website

The Community Foundation San Luis Obispo County is a public charity based in an individual recipient Obispo, California, serving the county through charitable funds, grants, and scholarships. Founded in 1998, it describes its role as inspiring philanthropy and serving as a catalyst and connector for community impact.

The Community Foundation San Luis Obispo at a glance

In short: The Community Foundation San Luis Obispo gave $5.8M across 94 grants in 2025 (avg $62K), mostly in California. 32% of 2025 grantees were new. Source: 2025 IRS Form 990.

Annual giving (2025)
$5,792,964
+96.3% vs 2024
Grants made (2025)
94
+13.3% vs 2024
Average grant
$61,627
+73.3% vs 2024
Median grant
$33,750
Total assets
$98,850,255
+14.0% vs 2024
New grantees (estimate)
32% first-time grantees (30 of 94, 2025)
Primary geography
California (96% of itemized 2025 grant dollars)
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to The Community Foundation San Luis Obispo

How to Apply

The foundation describes its general grantmaking as a competitive process. Applications are submitted through its application process, which requires users to create a new account. Review and decisions for the General Community Grants program involve an external evaluation committee of community experts, volunteers, and staff. Grantees must use funds as described in their award letter; when a contract is required, grantees must submit narrative and financial reports documenting how the funds were spent.

Contact

Mailing address: 550 Dana Street, San Luis Obispo, CA 93401
Phone: (805) 543-2323
Website: https://cfsloco.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who The Community Foundation San Luis Obispo funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

SLO Classical Academy: $274KSLO Classical Academy$274KSan Luis Obispo Museum of Art: $254KSan Luis Obispo Museum of Art$254KPlanned Parenthood California Central Coast: $235KPlanned Parenthood CaliforniaCentral Coast$235KTransitions-Mental Health Association: $214KTransitions-Mental HealthAssociation$214KCommunity Action Partnership of San Luis Obispo County Inc: $202KCommunity Action Partnershipof San Luis Obispo County Inc$202KSan Luis Obispo Repertory Theatre: $192KSan Luis Obispo RepertoryTheatre$192KFood Bank Coalition of San Luis Obispo County: $187KFood Bank Coalition of SanLuis Obispo County$187KFamily Care Network Inc: $180KFamily Care Network Inc$180KCenter for Family Strengthening: $172KCenter for FamilyStrengthening$172KMozart Festival Association DBA Festival Mozaic: $170KMozart Festival AssociationDBA Festival Mozaic$170K

The largest 2025 recipient was SLO Classical Academy ($274K). Together the top 10 received $2.1M.

Organizations only. It also paid 1 individual scholarship ($144,500), which are not listed by name.

Grant Size Distribution

467 grants across all recorded years

368<$50K53$50–100K39$100–250K5$250–500K2$500K–1M$1–5M$5M+

The most common grant size was under $50K: 368 grants of 467 (79%).

Geographic Focus

Where this funder awards grants

The foundation serves an individual recipient Obispo County. In filing year 2025, 96% of grant dollars went to recipients in California.

Grant Distribution by State

15states

Share of 2025 grant dollars across all 94 itemized grants.

Cities

San Luis ObispoArroyo GrandeAtascaderoGrover BeachPaso RoblesMorro BaySanta BarbaraSanta MariaLos OsosColumbiaTempletonNew YorkPismo BeachCambriaFort WayneSan DiegoDallasLarchmontOaklandSeaside

Is The Community Foundation San Luis Obispo open to new grantees?

32%

first-time grantees, 2025

In 2025, 30 of 94 grantees (32%) were first-time recipients. First grants averaged $42K; repeat grants $71K. How we count

Medians: $26K first-time, $40K repeat.

  • 51% of 2025 grantees were also funded in 2024. Method
  • Giving grew 49% from 2022 to 2025. Method

Estimate from itemized grant lists in IRS Form 990 filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M267 grants2020 103 grants2021 94 grants2022 93 grants2023 83 grants2024 94 grants2025

From 2020 to 2025, annual grant giving ranged from $2.7M (2023) to $5.8M (2025). In 2025 it made 94 grants totaling $5.8M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
SLO Classical Academy San Luis Obispo, CAThe grant is restricted to purchasing a new building, remodeling, and equipment nee to establish a new k-8 school slated to open in july 2026.$273,677
San Luis Obispo Museum of Art San Luis Obispo, CAUnrestricted$254,356
Planned Parenthood California Central Coast Santa Barbara, CAUnrestricted.$235,000
Transitions-Mental Health Association San Luis Obispo, CAUnrestricted$213,535
Community Action Partnership of San Luis Obispo County Inc San Luis Obispo, CAUnrestricted$202,330
San Luis Obispo Repertory Theatre San Luis Obispo, CARestricted to Support the Capital Campaign$191,500
Food Bank Coalition of San Luis Obispo County San Luis Obispo, CATo support the work described in your recent application to our 2025 rapid response grant program. Funding is restricted to use serving clients in san luis Obispo county.$187,162
Family Care Network Inc San Luis Obispo, CAUnrestricted$180,000
Center for Family Strengthening Atascadero, CAUnrestricted$172,200
Mozart Festival Association DBA Festival Mozaic San Luis Obispo, CARestricted for the Lindvall Young Artist Program$170,000
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Financial History

Multi-year comparison from IRS filings

The foundation’s 2025 filing states that its spending policy allows distribution of up to 3.75% per year of the preceding 12-quarter trailing average invested in the pool for each fund.

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$98,850,255$10,616,659$8,443,948$5,792,96494$3,834,059
2024$86,684,506$7,787,984$5,714,290$2,951,23483$2,594,597
2023$75,470,661$3,221,396$5,369,282$2,660,17793$-241,136
2022$66,389,017$8,587,085$6,225,053$3,900,21194$1,361,711
2021$76,668,377$16,881,000$4,947,132$2,945,316103$8,902,481
2020$66,243,485$2,777,401$5,874,901$3,632,601267$425,415

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

Mission & Focus Areas

The foundation’s stated mission is “to inspire philanthropy and serve as a catalyst and connector for community impact.” Its 2025 filing describes a focus on arts and culture, education, health, human services, scholarships, the environment, and community enhancement.

Examples of supported organizations include the an individual recipient Obispo Museum of Art, whose mission is to enrich the community through art; Transitions-Mental Health Association, which describes its work as promoting recovery and wellness for people with mental illness; and the Food Bank Coalition of an individual recipient Obispo, which procures and distributes food to agencies serving people in need. Other 2025 grantees include organizations working in education, family services, poverty alleviation, reproductive health, and theatre.

Grantmaking

In filing year 2025, the foundation reported 94 grants totaling $5,792,964. Grant amounts ranged from $5,285 to $273,677, with a median of $33,750. The largest awards included $273,677 to SLO Classical Academy for a new school building, remodeling, and equipment; $254,356 to the an individual recipient Obispo Museum of Art, unrestricted; and $235,000 to Planned Parenthood California Central Coast, unrestricted. Other large grants included $213,535 to Transitions-Mental Health Association, $202,330 to Community Action Partnership of an individual recipient Obispo County, and $191,500 to an individual recipient Obispo Repertory Theatre for its capital campaign.

The foundation’s general grant program includes Community Needs, Community Focus, Community Strength, and BUILD opportunities. Its website describes Community Needs grants in arts and culture, capacity building, the environment, health, and human services. Community Focus grants connect donor and field-of-interest funds with local needs, including programs for women and girls, LGBTQ communities, youth, and youth sports. BUILD grants support capacity building for agencies with annual operating budgets below $300,000 and are offered twice a year for general operations or specified capacity-building projects.

The website’s 2026 General Community Grants opportunity offered flexible general operating grants of up to $20,000 for one year or $40,000 for two years, with $140,000 available in each of four priority areas. The stated application period, June 1–29, 2026, has passed; awards were scheduled to be determined September 2, 2026. The foundation also offers scholarships for students pursuing varied educational paths, including community college, university, vocational, and trade programs.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Kath Tompkins as president, Rick Williams as vice president, Anita Robinson as treasurer, and Pat Hosegood Martin as secretary. Directors listed are Jeff Buckingham, Juliette Duke, Gwen Erskine, Grenda Ernst, Suzanne Fritz, and Rob Garcia. Gwen Erskine is also listed as president of REF.

The Community Foundation San Luis Obispo is led by Heidi McPherson, CEO since 2025 (on filings since 2020); 3 of 18 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Heidi McPherson

    CEO

    Chief Executive Officer → CEO, 2025

    On filings since 2020

    50 hrs/week

    $160K (2020) → $28K (2025)

  • Christine Dawson

    Chief Executive Officer

    New on the 2025 filing

    50 hrs/week

    $141K (2025)

  • Gwen Erskine

    President of Ref & Director

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Kath Tompkins

    President

    Secretary → Vice President, 2023

    Vice President → President, 2024

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Grenda Ernst

    Director

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Jeff Buckingham

    Director

    President → Director, 2022

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Linda Somers Smith

    Director

    Director → Secretary, 2023

    Secretary → Director, 2024

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Suzanne Fritz

    Director

    Vice President → President, 2022

    President → Director, 2024

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Anneka Scranton

    Director

    On filings since 2021

    4 hrs/week

    No compensation reported

  • Rob Garcia

    Director

    On filings since 2022

    4 hrs/week

    No compensation reported

  • Shelly Higginbotham

    Director

    On filings since 2024

    4 hrs/week

    No compensation reported

  • Tom Sherman

    Director

    On filings since 2024

    4 hrs/week

    No compensation reported

  • Juliette Duke

    Director

    New on the 2025 filing

    4 hrs/week

    No compensation reported

  • Wayne Lewis

    Director

    New on the 2025 filing

    4 hrs/week

    No compensation reported

  • Michael Jones

    Chief Financial Officer

    On filings since 2023

    50 hrs/week

    $66K (2023) → $179K (2025)

  • Anita Robinson

    Treasurer

    On filings since 2020

    4 hrs/week

    No compensation reported

  • Pat Hosegood Martin

    Secretary

    Director → Secretary, 2024

    On filings since 2021

    4 hrs/week

    No compensation reported

  • Rick Williams

    Vice President

    Director → Vice President, 2024

    On filings since 2022

    4 hrs/week

    No compensation reported

Former officers (8)
  • Former: Ben McAdams (2020–2024) — Director
  • Former: Patricia Hammond (2020–2022) — Director of Finance
  • Former: Sandy Dunn (2020–2022) — Vice President
  • Former: Jim Brabeck (2020–2021) — Director
  • Former: Mary Verdin (2020–2021) — Director
  • Former: Charles Matthews (2021) — Director
  • Former: Joan Parker (2020) — Director
  • Former: Steve McCarty (2020) — Director

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Michael Jones — Chief Financial Officer: $179KMichael JonesChief Financial Officer$179KChristine Dawson — Chief Executive Officer: $141KChristine DawsonChief Executive Officer$141KHeidi McPherson — CEO (Through January 2026): $28KHeidi McPhersonCEO (Through January 2026)$28K

The highest reported compensation on the 2025 filing was $179K, to Michael Jones (Chief Financial Officer). 3 officers or directors reported compensation on that filing.

Frequently asked questions about The Community Foundation San Luis Obispo

How much does The Community Foundation San Luis Obispo give each year?

The Community Foundation San Luis Obispo gave $5.8M across 94 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $3.0M across 83 grants.

What is The Community Foundation San Luis Obispo's typical grant size?

The Community Foundation San Luis Obispo's median grant in 2025 was $33,750, and its average grant was $61,627, across 94 grants on its 2025 IRS Form 990. Organizations receiving their first grant from The Community Foundation San Luis Obispo that year got $42K on average.

Where does The Community Foundation San Luis Obispo give grants?

The Community Foundation San Luis Obispo gives mostly in California: 96% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were San Luis Obispo, CA (47 grants), Santa Maria, CA (5 grants), Atascadero, CA (4 grants) and Santa Barbara, CA (4 grants).

Does The Community Foundation San Luis Obispo give general operating support?

Yes: 61% of The Community Foundation San Luis Obispo's 2025 grants with a stated purpose (57 of 94) were for general or operating support, per its 2025 IRS Form 990. Recurring purposes include "For Senior Dance Activities" (4 grants).

Who are The Community Foundation San Luis Obispo's largest grantees?

The Community Foundation San Luis Obispo's largest 2025 grantees include SLO Classical Academy ($273,677), San Luis Obispo Museum of Art ($254,356) and Planned Parenthood California Central Coast ($235,000), according to its 2025 IRS Form 990. It also paid 1 individual scholarship ($144,500), which are not listed by name. Together they received 13% of its itemized 2025 grant dollars.

How large is The Community Foundation San Luis Obispo?

The Community Foundation San Luis Obispo reported $98.9M in total assets on its 2025 IRS Form 990. Its revenue that year was $10.6M.

What does The Community Foundation San Luis Obispo fund?

The foundation’s stated mission is “to inspire philanthropy and serve as a catalyst and connector for community impact.” Its 2025 filing describes a focus on arts and culture, education, health, human services, scholarships, the environment, and community enhancement. See mission & focus areas ↑

How do I apply for a grant from The Community Foundation San Luis Obispo?

The foundation describes its general grantmaking as a competitive process. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Community Foundation San Luis Obispo's EIN?

The Community Foundation San Luis Obispo's EIN (Employer Identification Number) is 77-0496500. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS July 15, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 8, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS June 13, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS June 5, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS June 9, 2025)
  6. Added Form 990 for fiscal year 2025 (received by the IRS June 9, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Live grants for the work The Community Foundation San Luis Obispo funds

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Cite this profile

Grantable. (2026). The Community Foundation San Luis Obispo funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/the-community-foundation-san-luis-obispo-morg_6f893e977cce4dbe841f2c41fa0b73c7

BibTeX
@misc{grantable_770496500_2026,
  author       = {{Grantable}},
  title        = {{The Community Foundation San Luis Obispo funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/the-community-foundation-san-luis-obispo-morg_6f893e977cce4dbe841f2c41fa0b73c7},
  note         = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from The Community Foundation San Luis Obispo'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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