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.
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.
About Upjohn California Fund
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Monterey County Gives ($45,000), California Missions Foundation ($3,000), Kcbx Fm ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Monterey County Gives Monterey, CA | challenge grants | $45,000 |
| California Missions Foundation Santa Barbara, CA | school field trips | $3,000 |
| Carmel Valley Historical Society Carmel Valley, CA | exhibits | $2,000 |
| 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 |
| St Marys by the Sea Episcopal Chu Pacific Grove, CA | food pantry | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Cynthia W Hertlein | President Director | 5 | — |
| Nettie Porter | VP | 0.05 | — |
| Lori Silver | Secretary | 0.05 | — |
| Janyce Anderson | Treasurer | 0.2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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.
How large is Upjohn California Fund?
As of 2025, Upjohn California Fund holds $1.3M in total assets with $55K in annual revenue. It awarded 7 grants totaling $61K in 2025.
Where does Upjohn California Fund operate?
Upjohn California Fund has awarded grants in California.
What size grants does Upjohn California Fund award?
In 2025, Upjohn California Fund awarded 7 grants totaling $61K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Upjohn California Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Upjohn California Fund reported a distributable amount of $87K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Upjohn California Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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