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.
Upjohn California Fund at a glance
In short: Upjohn California Fund gave $61K across 7 grants in 2025 (avg $9K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $60,500
- +6.1% vs 2024
- Grants made (2025)
- 7
- -12.5% vs 2024
- Average grant
- $8,643
- +21.3% vs 2024
- Median grant
- $3,000
- Total assets
- $1,298,792
- -17.0% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Upjohn California Fund funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,298,792 | $54,809 | $110,378 | $60,500 | 7 | $85,191 | $29,621 | $87,139 |
| 2024 | $1,564,998 | $61,018 | $107,087 | $57,000 | 8 | $81,843 | $35,774 | $85,346 |
| 2023 | $1,401,106 | $53,871 | $113,212 | $63,500 | 1 | $88,206 | $28,865 | $81,966 |
| 2022 | $1,459,715 | $46,376 | $121,459 | $72,000 | 1 | $96,655 | $21,574 | $87,930 |
| 2021 | $1,535,516 | $35,489 | $112,177 | $62,875 | 1 | — | $10,479 | $96,454 |
| 2020 | $1,612,096 | $33,559 | $108,358 | $55,000 | 1 | — | $5,230 | $88,118 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Upjohn California Fund funds
Education Open opportunities, soonest deadline first.
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