Upjohn California Fund
Upjohn California Fund is a private foundation focused on Arts and culture, based in Carmel Valley, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 7 grants totaling $61K. Net investment income was $30K.
Key facts about Upjohn California Fund
In short: Upjohn California Fund gave $61K across 7 grants in 2025 (avg $9K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 94-6065219
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $60,500
- Grants made (2025)
- 7
- Average grant
- $8,643
- Median grant
- $3,000
- Total assets
- $1,298,792
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
-17.0% YoY
Annual Giving
$61K
+6.1% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$9K
+21.3% YoY
Under IRS private-foundation payout rules, Upjohn California Fund reported a distributable amount of $87K for 2025 — the minimum it must pay out in qualifying distributions.
How Upjohn California Fund gives
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $55K (2020) to $72K (2022). In 2025 it made 7 grants totaling $61K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Monterey County Gives ($45K). Together the top 7 received $61K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 15 grants of 18 (83%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Monterey County Gives Monterey, CA | challenge grants | $45,000 |
| California Missions Foundation Santa Barbara, CA | school field trips | $3,000 |
| KCBX FM San Luis Obispo, CA | general support | $3,000 |
| Kernes Adaptive Aquatics Monterey, CA | theraputic warm water exercise programs | $3,000 |
| Salinas Regional Sports Authority Salinas, CA | support sports complex | $2,500 |
| Carmel Valley Historical Society Carmel Valley, CA | exhibits | $2,000 |
| St Marys by the Sea Episcopal Chu Pacific Grove, CA | food pantry | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,298,792 | $1,564,998 | $1,401,106 |
| Revenue | $54,809 | $61,018 | $53,871 |
| Expenses | $110,378 | $107,087 | $113,212 |
| Qualifying Distributions | $85,191 | $81,843 | $88,206 |
| Net Investment Income | $29,621 | $35,774 | $28,865 |
| Distributable Amount | $87,139 | $85,346 | $81,966 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Upjohn California Fund is led by Cynthia W Hertlein, President Director on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Cynthia W Hertlein
President Director
On filings since 2020
5 hrs/week
No compensation reported
Janyce Anderson
Treasurer
On filings since 2020
0.2 hrs/week
No compensation reported
Lori Silver
Secretary
On filings since 2020
0.1 hrs/week
No compensation reported
Nettie Porter
Vice President
On filings since 2020
0.1 hrs/week
No compensation reported
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.
Frequently asked questions about Upjohn California Fund
How much does Upjohn California Fund give each year?
Upjohn California Fund gave $61K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $57K across 8 grants.
What is Upjohn California Fund's typical grant size?
Upjohn California Fund's median grant in 2025 was $3,000, and its average grant was $8,643, across 7 grants on its 2025 IRS Form 990-PF.
Where does Upjohn California Fund give grants?
Upjohn California Fund gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Monterey, CA (2 grants).
Does Upjohn California Fund give general operating support?
Yes: 14% of Upjohn California Fund's 2025 grants with a stated purpose (1 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Upjohn California Fund's largest grantees?
Upjohn California Fund's largest 2025 grantees include Monterey County Gives ($45,000), California Missions Foundation ($3,000) and KCBX FM ($3,000), according to its 2025 IRS Form 990-PF. Together they received 84% of its itemized 2025 grant dollars.
How large is Upjohn California Fund?
Upjohn California Fund reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $85K in qualifying distributions that year, against a required minimum of $87K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Upjohn California Fund?
Upjohn California Fund is a private foundation focused on Arts and culture, based in Carmel Valley, CA. It holds $1.3M in total assets as of 2025.
What is Upjohn California Fund's EIN?
Upjohn California Fund's EIN (Employer Identification Number) is 94-6065219. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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