COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY DAF sponsor

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Cite this

Plain text COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY. furp.org, nonprofit organization profile, tax years 2014–2025. https://furp.org/org/community-foundation-san-luis-obispo-county-770496500. Retrieved 2026-11-03.

APA furp.org. (n.d.). COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY [Nonprofit organization profile; tax years 2014–2025]. Retrieved November 3, 2026, from https://furp.org/org/community-foundation-san-luis-obispo-county-770496500

MLA “COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY.” furp.org, tax years 2014–2025, https://furp.org/org/community-foundation-san-luis-obispo-county-770496500. Accessed 3 Nov. 2026.

Retrieved 2026-11-03; covers tax years 2014–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $10.6M · expenses $8.4M · assets $98.9M

EIN: 77-0496500
Address: 550 DANA ST, SN LUIS OBISP, CA 93401-3407
Website: WWW.CFSLOCO.ORG
NTEE code: T31
Exempt type: 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date: April 1999 (when the IRS recognized its exemption)
IRS status: Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations: Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status: Public charity supported by the public (170(b)(1)(a)(vi))
Donor-advised funds: Sponsor: its returns say it maintains donor-advised funds (latest tax year 2025). Figures by year
Cross-check: ProPublica Nonprofit Explorer

Mission

TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Heidi Mcpherson	CEO (THROUGH JANUARY 2026)	2014-2025	$28,701	$1,688,417	2
Michael Jones	CHIEF FINANCIAL OFFICER	2023-2025	$184,297	$414,600	1
Christine Dawson	CHIEF EXECUTIVE OFFICER	2025	$144,815	$144,815	2
Patricia Hammond (former)	DIRECTOR OF FINANCE	2019-2022	$115,342	$395,082	1
Donna Jones (former)	DIRECTOR OF FINANCE AND AD	2016-2017	$82,502	$160,316	2
Claire Clark (former)	DIRECTOR	2014-2016	$0	$45,333	1

Officers and directors, no compensation reported

33 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

Name	Latest title	Years	Hrs/wk (latest)	Compensation	Organizations
Rob Garcia	DIRECTOR	2022-2025	4	$0 reported	3
Anneka Scranton	DIRECTOR	2021-2025	4	$0 reported	3
Gwen Erskine	PRESIDENT OF REF, DIRECTOR	2016-2025	4	$0 reported	2
Shelly Higginbotham	DIRECTOR	2024-2025	4	$0 reported	13
Jeff Buckingham	DIRECTOR	2016-2025	4	$0 reported	6
Anita Robinson	TREASURER	2019-2025	4	$0 reported	10
Kath Tompkins	PRESIDENT	2019-2025	4	$0 reported	1
Rick Williams	VICE PRESIDENT	2022-2025	4	$0 reported	1
Pat Hosegood Martin	SECRETARY	2021-2025	4	$0 reported	1
Grenda Ernst	DIRECTOR	2016-2025	4	$0 reported	1
Suzanne Fritz	DIRECTOR	2019-2025	4	$0 reported	1
Tom Sherman	DIRECTOR	2014-2025	4	$0 reported	1
Linda Somers Smith	DIRECTOR	2017-2025	4	$0 reported	1
Juliette Duke	DIRECTOR	2025	4	$0 reported	1
Wayne Lewis	DIRECTOR	2025	4	$0 reported	1
Ben Mcadams (former)	DIRECTOR	2016-2024	4	$0 reported	3
Sandy Dunn (former)	VICE PRESIDENT	2017-2022	4	$0 reported	2
Mary Verdin (former)	DIRECTOR	2014-2021	4	$0 reported	6
Jim Brabeck (former)	DIRECTOR	2014-2021	4	$0 reported	1
Charles Matthews (former)	DIRECTOR	2021	4	$0 reported	1
Steve Mccarty (former)	DIRECTOR	2014-2020	4	$0 reported	2
Joan Parker (former)	DIRECTOR	2016-2020	4	$0 reported	1
Bill Thoma (former)	DIRECTOR	2017-2019	4	$0 reported	3
Mike Patrick (former)	PRESIDENT OF REF	2014-2018	4	$0 reported	2
Johnine Talley (former)	DIRECTOR	2014-2018	4	$0 reported	1
Jim Glinn (former)	VICE PRESIDENT	2014-2017	4	$0 reported	1
Steve Jobst (former)	DIRECTOR	2014-2016	4	$0 reported	2
Ann Robinson (former)	DIRECTOR	2014-2016	4	$0 reported	1
Barbara Partridge (former)	DIRECTOR	2014	2	$0 reported	2
Bill Raver (former)	CFO/TREASURER	2014	2	$0 reported	1
Mike Miner (former)	DIRECTOR	2014	2	$0 reported	1
Nick Thille (former)	SECRETARY	2014	2	$0 reported	1
Lee F Hollister (former)	DIRECTOR	2014	2	$0 reported	1

People by year

2025 · 18 people listed · 3 paid, $358K · 14 employees · 198 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MICHAEL JONES	CHIEF FINANCIAL OFFICER	50	$178,929	$0	$5,368	$184,297	1
CHRISTINE DAWSON	CHIEF EXECUTIVE OFFICER	50	$140,915	$0	$3,900	$144,815	2
HEIDI MCPHERSON	CEO (THROUGH JANUARY 2026)	50	$27,865	$0	$836	$28,701	2
KATH TOMPKINS	PRESIDENT	4	$0	$0	$0	$0	1
RICK WILLIAMS	VICE PRESIDENT	4	$0	$0	$0	$0	1
ANITA ROBINSON	TREASURER	4	$0	$0	$0	$0	10
PAT HOSEGOOD MARTIN	SECRETARY	4	$0	$0	$0	$0	1
JEFF BUCKINGHAM	DIRECTOR	4	$0	$0	$0	$0	6
JULIETTE DUKE	DIRECTOR	4	$0	$0	$0	$0	1
GWEN ERSKINE	PRESIDENT OF REF, DIRECTOR	4	$0	$0	$0	$0	2
GRENDA ERNST	DIRECTOR	4	$0	$0	$0	$0	1
SUZANNE FRITZ	DIRECTOR	4	$0	$0	$0	$0	1
ROB GARCIA	DIRECTOR	4	$0	$0	$0	$0	3
SHELLY HIGGINBOTHAM	DIRECTOR	4	$0	$0	$0	$0	13
WAYNE LEWIS	DIRECTOR	4	$0	$0	$0	$0	1
ANNEKA SCRANTON	DIRECTOR	4	$0	$0	$0	$0	3
TOM SHERMAN	DIRECTOR	4	$0	$0	$0	$0	1
LINDA SOMERS SMITH	DIRECTOR	4	$0	$0	$0	$0	1

2024 · 16 people listed · 2 paid, $396K · 16 employees · 210 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
HEIDI MCPHERSON	CHIEF EXECUTIVE OFFICER	50	$224,744	$0	$6,742	$231,486	2
MICHAEL JONES	CHIEF FINANCIAL OFFICER	50	$162,294	$0	$1,942	$164,236	1
KATH TOMPKINS	PRESIDENT	4	$0	$0	$0	$0	1
RICK WILLIAMS	VICE PRESIDENT	4	$0	$0	$0	$0	1
ANITA ROBINSON	TREASURER	4	$0	$0	$0	$0	10
PAT HOSEGOOD MARTIN	SECRETAR	4	$0	$0	$0	$0	1
JEFF BUCKINGHAM	DIRECTOR	4	$0	$0	$0	$0	6
GWEN ERSKINE	PRESIDENT OF REF, DIRECTOR	4	$0	$0	$0	$0	2
GRENDA ERNST	DIRECTOR	4	$0	$0	$0	$0	1
SUZANNE FRITZ	DIRECTOR	4	$0	$0	$0	$0	1
ROB GARCIA	DIRECTOR	4	$0	$0	$0	$0	3
SHELLY HIGGINBOTHAM	DIRECTOR	4	$0	$0	$0	$0	13
BEN MCADAMS	DIRECTOR	4	$0	$0	$0	$0	3
ANNEKA SCRANTON	DIRECTOR	4	$0	$0	$0	$0	3
TOM SHERMAN	DIRECTOR	4	$0	$0	$0	$0	1
LINDA SOMERS SMITH	DIRECTOR	4	$0	$0	$0	$0	1

2023 · 14 people listed · 2 paid, $284K · 19 employees · 210 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
HEIDI MCPHERSON	CHIEF EXECUTIVE OFFICER	50	$211,438	$0	$6,343	$217,781	2
MICHAEL JONES	CHIEF FINANCIAL OFFICER	40	$66,067	$0	$0	$66,067	1
SUZANNE FRITZ	PRESIDENT	4	$0	$0	$0	$0	1
KATH TOMPKINS	VICE PRESIDENT	4	$0	$0	$0	$0	1
ANITA ROBINSON	TREASURER	4	$0	$0	$0	$0	10
LINDA SOMERS SMITH	SECRETARY	4	$0	$0	$0	$0	1
JEFF BUCKINGHAM	DIRECTOR	4	$0	$0	$0	$0	6
GWEN ERSKINE	PRESIDENT OF REF, DIRECTOR	4	$0	$0	$0	$0	2
GRENDA ERNST	DIRECTOR	4	$0	$0	$0	$0	1
PAT HOSEGOOD MARTIN	DIRECTOR	4	$0	$0	$0	$0	1
ROB GARCIA	DIRECTOR	4	$0	$0	$0	$0	3
BEN MCADAMS	DIRECTOR	4	$0	$0	$0	$0	3
ANNEKA SCRANTON	DIRECTOR	4	$0	$0	$0	$0	3
RICK WILLIAMS	DIRECTOR	4	$0	$0	$0	$0	1

2022 · 15 people listed · 2 paid, $316K · 17 employees · 100 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
HEIDI MCPHERSON	CHIEF EXECUTIVE OFFICER	50	$194,983	$0	$5,871	$200,854	2
PATRICIA HAMMOND	DIRECTOR OF FINANCE	40	$111,969	$0	$3,373	$115,342	1
SUZANNE FRITZ	PRESIDENT	4	$0	$0	$0	$0	1
SANDY DUNN	VICE PRESIDENT	4	$0	$0	$0	$0	2
ANITA ROBINSON	TREASURER	4	$0	$0	$0	$0	10
KATH TOMPKINS	SECRETARY	4	$0	$0	$0	$0	1
JEFF BUCKINGHAM	DIRECTOR	4	$0	$0	$0	$0	6
GWEN ERSKINE	PRESIDENT OF REF, DIRECTOR	4	$0	$0	$0	$0	2
GRENDA ERNST	DIRECTOR	4	$0	$0	$0	$0	1
PAT HOSEGOOD MARTIN	DIRECTOR	4	$0	$0	$0	$0	1
ROB GARCIA	DIRECTOR	4	$0	$0	$0	$0	3
BEN MCADAMS	DIRECTOR	4	$0	$0	$0	$0	3
ANNEKA SCRANTON	DIRECTOR	4	$0	$0	$0	$0	3
LINDA SOMERS SMITH	DIRECTOR	4	$0	$0	$0	$0	1
RICK WILLIAMS	DIRECTOR	4	$0	$0	$0	$0	1

2021 · 16 people listed · 2 paid, $292K · 13 employees · 100 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
HEIDI MCPHERSON	CHIEF EXECUTIVE OFFICER	50	$173,373	$0	$5,849	$179,222	2
PATRICIA HAMMOND	DIRECTOR OF FINANCE	40	$109,555	$0	$3,517	$113,072	1
JEFF BUCKINGHAM	PRESIDENT	4	$0	$0	$0	$0	6
SUZANNE FRITZ	VICE PRESIDENT	4	$0	$0	$0	$0	1
ANITA ROBINSON	TREASURER	4	$0	$0	$0	$0	10
KATH TOMPKINS	SECRETARY	4	$0	$0	$0	$0	1
JIM BRABECK	DIRECTOR	4	$0	$0	$0	$0	1
SANDY DUNN	DIRECTOR	4	$0	$0	$0	$0	2
GWEN ERSKINE	PRESIDENT OF REF, DIRECTOR	4	$0	$0	$0	$0	2
GRENDA ERNST	DIRECTOR	4	$0	$0	$0	$0	1
CHARLES MATTHEWS	DIRECTOR	4	$0	$0	$0	$0	1
PAT HOSEGOOD MARTIN	DIRECTOR	4	$0	$0	$0	$0	1
BEN MCADAMS	DIRECTOR	4	$0	$0	$0	$0	3
ANNEKA SCRANTON	DIRECTOR	4	$0	$0	$0	$0	3
LINDA SOMERS SMITH	DIRECTOR	4	$0	$0	$0	$0	1
MARY VERDIN	DIRECTOR	4	$0	$0	$0	$0	6

2020 · 15 people listed · 2 paid, $231K · 11 employees · 100 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
HEIDI MCPHERSON	CHIEF EXECUTIVE OFFICER	50	$159,575	$0	$4,842	$164,417	2
PATRICIA HAMMOND	DIRECTOR OF FINANCE	40	$64,298	$0	$2,222	$66,520	1
JEFF BUCKINGHAM	PRESIDENT	4	$0	$0	$0	$0	6
MARY VERDIN	VICE PRESIDENT	4	$0	$0	$0	$0	6
ANITA ROBINSON	TREASURER	4	$0	$0	$0	$0	10
SANDY DUNN	SECRETARY	4	$0	$0	$0	$0	2
JIM BRABECK	DIRECTOR	4	$0	$0	$0	$0	1
GWEN ERSKINE	PRESIDENT OF REF, DIRECTOR	4	$0	$0	$0	$0	2
GRENDA ERNST	DIRECTOR	4	$0	$0	$0	$0	1
SUZANNE FRITZ	DIRECTOR	4	$0	$0	$0	$0	1
BEN MCADAMS	DIRECTOR	4	$0	$0	$0	$0	3
STEVE MCCARTY	DIRECTOR	4	$0	$0	$0	$0	2
JOAN PARKER	DIRECTOR	4	$0	$0	$0	$0	1
LINDA SOMERS SMITH	DIRECTOR	4	$0	$0	$0	$0	1
KATH TOMPKINS	DIRECTOR	4	$0	$0	$0	$0	1

2019 · 17 people listed · 2 paid, $259K · 13 employees · 100 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
HEIDI MCPHERSON	CHIEF EXECUTIVE OFFICER	50	$154,280	$0	$4,866	$159,146	2
PATRICIA HAMMOND	DIRECTOR OF FINANCE	40	$100,000	$0	$148	$100,148	1
TOM SHERMAN	PRESIDENT	4	$0	$0	$0	$0	1
JEFF BUCKINGHAM	VICE PRESIDENT	4	$0	$0	$0	$0	6
JOAN PARKER	TREASURER	4	$0	$0	$0	$0	1
SANDY DUNN	SECRETARY	4	$0	$0	$0	$0	2
JIM BRABECK	DIRECTOR	4	$0	$0	$0	$0	1
GWEN ERSKINE	PRESIDENT OF REF, DIRECTOR	4	$0	$0	$0	$0	2
GRENDA ERNST	DIRECTOR	4	$0	$0	$0	$0	1
SUZANNE FRITZ	DIRECTOR	4	$0	$0	$0	$0	1
BEN MCADAMS	DIRECTOR	4	$0	$0	$0	$0	3
STEVE MCCARTY	DIRECTOR	4	$0	$0	$0	$0	2
ANITA ROBINSON	DIRECTOR	4	$0	$0	$0	$0	10
LINDA SOMERS SMITH	DIRECTOR	4	$0	$0	$0	$0	1
BILL THOMA	DIRECTOR	4	$0	$0	$0	$0	3
KATH TOMPKINS	DIRECTOR	4	$0	$0	$0	$0	1
MARY VERDIN	DIRECTOR	4	$0	$0	$0	$0	6

2018 · 15 people listed · 1 paid, $146K · 10 employees · 100 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
HEIDI MCPHERSON	CHIEF EXECUTIVE OFFICER	50	$142,106	$0	$4,357	$146,463	2
MARY VERDIN	PRESIDENT	4	$0	$0	$0	$0	6
TOM SHERMAN	TREASURER	4	$0	$0	$0	$0	1
GRENDA ERNST	SECRETARY	4	$0	$0	$0	$0	1
JIM BRABECK	DIRECTOR	4	$0	$0	$0	$0	1
JEFF BUCKINGHAM	DIRECTOR	4	$0	$0	$0	$0	6
SANDY DUNN	DIRECTOR	4	$0	$0	$0	$0	2
GWEN ERSKINE	DIRECTOR	4	$0	$0	$0	$0	2
BEN MCADAMS	DIRECTOR	4	$0	$0	$0	$0	3
STEVE MCCARTY	DIRECTOR	4	$0	$0	$0	$0	2
JOAN PARKER	DIRECTOR	4	$0	$0	$0	$0	1
MIKE PATRICK	PRESIDENT OF REF	4	$0	$0	$0	$0	2
LINDA SOMERS SMITH	DIRECTOR	4	$0	$0	$0	$0	1
JOHNINE TALLEY	DIRECTOR	4	$0	$0	$0	$0	1
BILL THOMA	DIRECTOR	4	$0	$0	$0	$0	3

2017 · 17 people listed · 2 paid, $225K · 8 employees · 100 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
HEIDI MCPHERSON	CHIEF EXECUTIVE OFFICER	50	$138,104	$0	$4,149	$142,253	2
DONNA JONES	DIRECTOR OF FINANCE AND AD	40	$80,006	$0	$2,496	$82,502	2
MARY VERDIN	PRESIDENT	4	$0	$0	$0	$0	6
JIM GLINN	VICE PRESIDENT	4	$0	$0	$0	$0	1
TOM SHERMAN	TREASURER	4	$0	$0	$0	$0	1
GRENDA ERNST	SECRETARY	4	$0	$0	$0	$0	1
JIM BRABECK	DIRECTOR	4	$0	$0	$0	$0	1
JEFF BUCKINGHAM	DIRECTOR	4	$0	$0	$0	$0	6
SANDY DUNN	DIRECTOR	4	$0	$0	$0	$0	2
GWEN ERSKINE	DIRECTOR	4	$0	$0	$0	$0	2
BEN MCADAMS	DIRECTOR	4	$0	$0	$0	$0	3
STEVE MCCARTY	PRESIDENT	4	$0	$0	$0	$0	2
JOAN PARKER	DIRECTOR	4	$0	$0	$0	$0	1
MIKE PATRICK	DIRECTOR	4	$0	$0	$0	$0	2
LINDA SOMERS SMITH	DIRECTOR	4	$0	$0	$0	$0	1
JOHNINE TALLEY	DIRECTOR	4	$0	$0	$0	$0	1
BILL THOMA	DIRECTOR	4	$0	$0	$0	$0	3

2016 · 17 people listed · 2 paid, $213K · 9 employees · 100 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
HEIDI MCPHERSON	CHIEF EXECUTIVE OFFICER	50	$131,049	$0	$4,064	$135,113	2
DONNA JONES	DIRECTOR OF FINANCE AND AD	40	$76,188	$0	$1,626	$77,814	2
STEVE MCCARTY	PRESIDENT	4	$0	$0	$0	$0	2
JIM BRABECK	DIRECTOR	4	$0	$0	$0	$0	1
STEVE JOBST	DIRECTOR	4	$0	$0	$0	$0	2
MIKE PATRICK	DIRECTOR	4	$0	$0	$0	$0	2
TOM SHERMAN	CFO/TREASURER	4	$0	$0	$0	$0	1
JOHNINE TALLEY	DIRECTOR	4	$0	$0	$0	$0	1
JIM GLINN	SECRETARY	4	$0	$0	$0	$0	1
GWEN ERSKINE	DIRECTOR	4	$0	$0	$0	$0	2
JEFF BUCKINGHAM	DIRECTOR	4	$0	$0	$0	$0	6
MARY VERDIN	VICE PRESIDENT	4	$0	$0	$0	$0	6
CLAIRE CLARK	DIRECTOR	4	$0	$0	$0	$0	1
GRENDA ERNST	DIRECTOR	4	$0	$0	$0	$0	1
JOAN PARKER	DIRECTOR	4	$0	$0	$0	$0	1
ANN ROBINSON	DIRECTOR	4	$0	$0	$0	$0	1
BEN MCADAMS	DIRECTOR	4	$0	$0	$0	$0	3

2014 · 16 people listed · 2 paid, $128K · 9 employees · 100 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
HEIDI MCPHERSON	CEO	45	$82,981	$0	$0	$82,981	2
CLAIRE CLARK	INTERIM CEO	40	$45,333	$0	$0	$45,333	1
ANN ROBINSON	PRESIDENT	2	$0	$0	$0	$0	1
BILL RAVER	CFO/TREASURER	2	$0	$0	$0	$0	1
JIM BRABECK	DIRECTOR	2	$0	$0	$0	$0	1
STEVE JOBST	DIRECTOR	2	$0	$0	$0	$0	2
STEVE MCCARTY	VICE PRESIDENT	2	$0	$0	$0	$0	2
MIKE MINER	DIRECTOR	2	$0	$0	$0	$0	1
BARBARA PARTRIDGE	DIRECTOR	2	$0	$0	$0	$0	2
MIKE PATRICK	DIRECTOR	2	$0	$0	$0	$0	2
TOM SHERMAN	DIRECTOR	2	$0	$0	$0	$0	1
JOHNINE TALLEY	DIRECTOR	2	$0	$0	$0	$0	1
NICK THILLE	SECRETARY	2	$0	$0	$0	$0	1
JIM GLINN	DIRECTOR	2	$0	$0	$0	$0	1
LEE F HOLLISTER	DIRECTOR	2	$0	$0	$0	$0	1
MARY VERDIN	DIRECTOR	2	$0	$0	$0	$0	6

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 94 grants to organizations · $5.8M

Listed grants add up to $5,792,964; the return's “grants paid” expense line says $6,543,297. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2025 · CSV

2024 · 83 grants to organizations · $3.0M

Listed grants add up to $2,951,234; the return's “grants paid” expense line says $3,711,233. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2024 · CSV

2023 · 93 grants to organizations · $2.7M

Listed grants add up to $2,660,177; the return's “grants paid” expense line says $3,255,958. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2023 · CSV

2022 · 94 grants to organizations · $3.9M

Listed grants add up to $3,900,211; the return's “grants paid” expense line says $4,644,572. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2022 · CSV

2021 · 103 grants to organizations · $2.9M

Listed grants add up to $2,945,316; the return's “grants paid” expense line says $3,555,915. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2021 · CSV

2020 · 267 grants to organizations · $3.6M

Listed grants add up to $3,632,601; the return's “grants paid” expense line says $4,423,070. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2020 · CSV

2019 · 141 grants to organizations · $1.5M

Listed grants add up to $1,523,014; the return's “grants paid” expense line says $2,205,326. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2019 · CSV

2018 · 176 grants to organizations · $2.3M

Listed grants add up to $2,315,317; the return's “grants paid” expense line says $3,002,381. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2018 · CSV

2017 · 160 grants to organizations · $4.6M

Listed grants add up to $4,647,268; the return's “grants paid” expense line says $5,295,121. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2017 · CSV

2016 · 131 grants to organizations · $1.7M

Listed grants add up to $1,666,571; the return's “grants paid” expense line says $2,148,335. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2016 · CSV

2014 · 96 grants to organizations · $1.5M

Listed grants add up to $1,532,724; the return's “grants paid” expense line says $2,062,056. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2014 · CSV

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$10,616,659	$8,443,948	$98,850,255	$92,137,759	$7,159,635	$0	$347,709	14	198
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$7,787,984	$5,714,290	$86,684,506	$81,259,040	$5,200,432	$0	$387,038	16	210
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$3,221,396	$5,369,282	$75,470,661	$71,726,582	$3,416,190	$0	$311,673	19	210
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$8,587,085	$6,225,053	$66,389,017	$63,042,068	$6,888,992	$0	$306,952	17	100
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$16,881,000	$4,947,132	$76,668,377	$72,746,671	$8,180,968	$0	$282,928	13	100
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$2,777,401	$5,874,901	$66,243,485	$62,892,394	$2,314,231	$0	$223,872	11	100
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$7,494,555	$3,508,139	$65,002,390	$60,524,506	$4,529,846	$0	$254,280	13	100
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$4,359,829	$4,111,495	$54,171,545	$50,192,221	$2,282,405	$0	$218,084	10	100
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$9,521,571	$6,396,773	$58,999,914	$54,143,952	$4,156,312	$0	$218,111	8	100
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$4,906,360	$3,203,246	$52,804,715	$47,768,348	$3,302,013	$0	$207,236	9	100
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$10,364,540	$3,140,386	$48,092,831	$43,129,234	$7,793,849	$0	$192,928	9	100

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

CUESTA COLLEGE FOUNDATION Sn Luis Obisp, CA · 4 people in common (Anita Robinson, Anneka Scranton, Jeff Buckingham)
COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY INC Sn Luis Obisp, CA · 3 people in common (Anita Robinson, Anneka Scranton, Rob Garcia)
REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY Sn Luis Obisp, CA · 3 people in common (Christine Dawson, Gwen Erskine, Heidi Mcpherson) · related organization (Schedule R)
FRENCH HOSPITAL MEDICAL CENTER FOUNDATION Phoenix, AZ · 2 people in common (Anita Robinson, Shelly Higginbotham)
CHAMBER OF COMMERCE SAN LUIS OBISPO Sn Luis Obisp, CA · 2 people in common (Anita Robinson, Jeff Buckingham)
PEOPLES SELF-HELP HOUSING CORPORATION Sn Luis Obisp, CA · 1 person in common (Shelly Higginbotham)
5CITIES HOMELESS COALITION Grover Beach, CA · 1 person in common (Shelly Higginbotham)
DUNCAN GROUP Sn Luis Obisp, CA · 1 person in common (Shelly Higginbotham)
SANTA MARIA VALLEY CHAMBER OF COMMERCE Santa Maria, CA · 1 person in common (Jeff Buckingham)
MISSION COMMUNITY SERVICES CORPORATION Sn Luis Obisp, CA · 1 person in common (Anita Robinson)
VALENTINE COURT II INC Sn Luis Obisp, CA · 1 person in common (Shelly Higginbotham)
OAK GROVE HOUSING INC Sn Luis Obisp, CA · 1 person in common (Shelly Higginbotham)
CENTRAL COAST ECONOMIC FORECAST Solvang, CA · 1 person in common (Anita Robinson)
VALENTINE COURT III INC Sn Luis Obisp, CA · 1 person in common (Shelly Higginbotham)
ROTARY INTERNATIONAL Sn Luis Obisp, CA · 1 person in common (Anita Robinson)
ROTARY CLUB OF SAN LUIS OBISPO CHARITIES INC Sn Luis Obisp, CA · 1 person in common (Anita Robinson)
OCEAN VIEW MANOR INC Sn Luis Obisp, CA · 1 person in common (Shelly Higginbotham)
OAK FOREST APARTMENTS INC Sn Luis Obisp, CA · 1 person in common (Shelly Higginbotham)
C-COURT INC Sn Luis Obisp, CA · 1 person in common (Shelly Higginbotham)
LOS ROBLES TERRACE INC Sn Luis Obisp, CA · 1 person in common (Shelly Higginbotham)

Funders of this organization

30 grantors reported grants to this organization, $9,890,945 in all, tax years 2010 to 2025; the 25 largest shown (all 30). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

Grantor	Type	Match	Years given	Grants	Total	Latest year	Latest year's amount	Grants
K-12 88MM FOUNDATION	Private foundation	Fuzzy filed as “THE COMMUNITY FOUNDATION - SAN LUIS OBISPO COUNTY”	2015	1	$3,284,635	2015	$3,284,635	show
ROCKEFELLER PHILANTHROPY ADVISORS INC	DAF sponsor	Exact	2024	1	$1,933,027	2024	$1,933,027	show
HIND FOUNDATION	Private foundation	Fuzzy filed as “SAN LUIS OBISPO COMMUNITY FOUNDATION”	2010-2012	3	$885,957	2012	$20,304	show
DONOR ADVISED CHARITABLE GIVING	DAF sponsor	Exact	2017-2024	8	$669,220	2024	$87,820	show
SILICON VALLEY COMMUNITY FOUNDATION	DAF sponsor	Exact	2023	1	$621,273	2023	$621,273	show
LEAGUE OF CALIFORNIA COMMUNITY FOUNDATIONS	Public charity	Exact	2020, 2023-2025	4	$399,165	2025	$45,330	show
VENTURA COUNTY COMMUNITY FOUNDATION	DAF sponsor	Exact	2010, 2012, 2019-2020, 2023-2024	14	$310,602	2024	$22,500	show
CALIFORNIA COMMUNITY FOUNDATION	DAF sponsor	Exact	2022, 2024	2	$304,319	2024	$289,319	show
PASO ROBLES ROTARY SERVICES INC	Public charity	Exact	2022-2024	3	$283,879	2024	$100,000	show
NATIONAL PHILANTHROPIC TR	DAF sponsor	Exact	2014, 2018, 2020-2021, 2023	5	$271,250	2023	$124,000	show
CERITY PARTNERS FOUNDATION	DAF sponsor	Exact	2014, 2016-2017, 2019, 2021, 2024	6	$140,000	2024	$50,000	show
Central Coast Wine Classic	Public charity	Exact	2017	1	$138,782	2017	$138,782	show
IRENE M & RALPH C ZALKAN CHARITABLE FOUNDATION	Private foundation	Fuzzy filed as “SAN LUIS OBISPO COMMUNITY FOUNDATION”	2018-2022	5	$128,057	2022	$23,682	show
CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION	Public charity	Exact	2015	1	$109,154	2015	$109,154	show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	Exact	2018-2019	2	$93,500	2019	$5,750	show
GERTRUDE & LEONARD FAIRBANKS FOUNDATION	Private foundation	Fuzzy filed as “THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY”	2020, 2022	2	$80,000	2022	$30,000	show
AMERICAN ENDOWMENT FOUNDATION	DAF sponsor	Exact	2022	1	$50,000	2022	$50,000	show
NATIONAL CHRISTIAN CHARITABLE FOUNDATION	DAF sponsor	Exact	2021	1	$50,000	2021	$50,000	show
NATIONAL GIFT ANNUITY FOUNDATION	DAF sponsor	Exact	2014	1	$26,902	2014	$26,902	show
PASO ROBLES DESTINATION	Public charity	Exact	2024	1	$20,000	2024	$20,000	show
AMERICAN GIFT FUND	DAF sponsor	Exact	2020	1	$20,000	2020	$20,000	show
JEWISH COMMUNITY FOUNDATION OF SAN DIEGO	DAF sponsor	Exact	2017	1	$20,000	2017	$20,000	show
KETTERING FAMILY FOUNDATION	Private foundation	Fuzzy filed as “COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY”	2023	1	$17,000	2023	$17,000	show
TIAA CHARITABLE INC	DAF sponsor	Exact	2019	1	$10,000	2019	$10,000	show
NINER FOUNDATION INC	Private foundation	Fuzzy filed as “THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY”	2017	1	$10,000	2017	$10,000	show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Organizations like this one

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
SAN JOAQUIN COMMUNITY FOUNDATION INC	CA	T31	$8,721,304	$13,862,499	CEO/PRESIDENT	$177,418	Same NTEE code T31, revenue within 2x, same state, similar name
KERN COMMUNITY FOUNDATION	CA	T31	$8,462,271	$8,783,895	PRESIDENT/CEO	$167,346	Same NTEE code T31, revenue within 2x, same state, similar name
NORTH VALLEY COMMUNITY FOUNDATION	CA	T31	$8,907,934	$10,717,195	PRESIDENT & CEO	$220,462	Same NTEE code T31, revenue within 2x, same state
STANISLAUS COMMUNITY FOUNDATION	CA	T31	$14,616,862	$10,893,317	President/CEO	$200,073	Same NTEE code T31, revenue within 2x, same state, similar name
SHASTA REGIONAL COMMUNITY FOUNDATION	CA	T31	$7,704,151	$6,069,264	CEO	$186,027	Same NTEE code T31, revenue within 2x, same state, similar name
COMMUNITY FOUNDATION OF MENDOCINO COUNTY INC	CA	T31	$6,766,329	$3,630,325	CHAIRPERSON	$0	Same NTEE code T31, revenue within 2x, same state, similar name
COMMUNITY FOUNDATION OF THE NAPA VALLEY	CA	T31	$17,350,645	$8,804,361	PRESIDENT	$334,529	Same NTEE code T31, revenue within 2x, same state
TAHOE TRUCKEE COMMUNITY FOUNDATION	CA	T31	$11,884,531	$11,878,439	CEO	$235,607	Same NTEE code T31, revenue within 2x, same state
DESERT COMMUNITY FOUNDATION	CA	T31	$12,604,976	$5,995,765	EXECUTIVE DIRECTOR & SECRE	$133,342	Same NTEE code T31, revenue within 2x, same state, similar name
RICHMOND COMMUNITY FOUNDATION	CA	T31	$9,099,693	$10,027,730	CEO	$179,234	Same NTEE code T31, revenue within 2x, same state, similar name
EL DORADO COMMUNITY FOUNDATION	CA	T31	$6,674,309	$3,469,459	Executive Dir.	$115,000	Same NTEE code T31, revenue within 2x, same state, similar name
RANCHO SANTA FE FOUNDATION	CA	T31	$18,011,909	$18,213,678	PRESIDENT & CEO	$307,292	Same NTEE code T31, revenue within 2x, same state
CALIFORNIA FOUNDATION FOR STRONGER COMMUNITIES	CA	T31	$8,013,702	$8,068,363	EXECUTIVE DIRECTOR	$101,840	Same NTEE code T31, revenue within 2x, same state
HUMBOLDT AREA FOUNDATION	CA	T31	$19,392,804	$20,541,122	CHIEF INNOVATION OFFICER	$257,611	Same NTEE code T31, revenue within 2x, same state
MAYORS FUND FOR LOS ANGELES	CA	T31	$6,393,599	$6,474,234	PRESIDENT & CEO	$298,428	Same NTEE code T31, revenue within 2x, same state
COMMUNITY FOUNDATION OF MACON COUNTY	IL	T31	$10,884,983	$9,522,849	CEO	$190,936	Same NTEE code T31, revenue within 2x, similar name
MARION COMMUNITY FOUNDATION	OH	T31	$7,081,739	$3,522,139	PRESIDENT/CE	$130,590	Same NTEE code T31, revenue within 2x, similar name
PORTER COUNTY COMMUNITY FOUNDATION INC	IN	T31	$12,718,293	$8,302,035	PRESIDENT/CEO	$186,601	Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION OF WARREN COUNTY	PA	T31	$8,487,829	$5,624,709	Executive Director	$95,335	Same NTEE code T31, revenue within 2x, similar name
DEKALB COUNTY COMMUNITY FOUNDATION	IL	T31	$6,397,063	$6,500,007	EXEC DIR / S	$149,522	Same NTEE code T31, revenue within 2x, similar name
CHESTER COUNTY COMMUNITY FOUNDATION INC	PA	T31	$21,125,233	$8,863,509	PRESIDENT/CEO	$251,085	Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION OF HANCOCK COUNTY INC	IN	T31	$6,091,967	$3,511,661	OUTGOING PRE	$144,821	Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION FOR NANTUCKET	MA	T31	$9,563,919	$6,880,883	Executive Director	$211,511	Same NTEE code T31, revenue within 2x, similar name
WAYNE COUNTY COMMUNITY FOUNDATION	OH	T31	$18,873,146	$9,814,335	EXECUTIVE DIRECTOR	$145,643	Same NTEE code T31, revenue within 2x, similar name
NATIONAL CATHOLIC COMMUNITY FOUNDATION	MD	T31	$6,089,658	$4,546,394	PRESIDENT	$158,404	Same NTEE code T31, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

Grantor	Type	Total given	Grants	Organizations funded	Years	Which ones
GREATER HORIZONS	DAF sponsor	$106,708,280	35	6	2010–2024	THE COMMUNITY FOUNDATION; TAHOE TRUCKEE COMMUNITY FOUNDATION; KERN COMMUNITY FOUNDATION; COMMUNITY FOUNDATION FOR NANTUCKET and 2 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one	DAF sponsor	$86,129,181	455	88	2016–2024	ORCAS ISLAND COMMUNITY FOUNDATION; TAHOE TRUCKEE COMMUNITY FOUNDATION; ASPEN COMMUNITY FOUNDATION; COMMUNITY FOUNDATION OF WABASH COUNTY INC and 84 more
LILLY ENDOWMENT INC	Private foundation	$78,591,337	111	13	2011–2025	PORTER COUNTY COMMUNITY FOUNDATION INC; RUSH COUNTY COMMUNITY FOUNDATION; DUBOIS COUNTY COMMUNITY FOUNDATION INC; CASS COUNTY COMMUNITY FOUNDATION INC and 9 more
DONOR ADVISED CHARITABLE GIVING funds this one	DAF sponsor	$56,032,638	433	85	2014–2024	COMMUNITY FOUNDATION OF WABASH COUNTY INC; COMMUNITY FOUNDATION OF THE NAPA VALLEY; ST LOUIS COMMUNITY FOUNDATION; TAHOE TRUCKEE COMMUNITY FOUNDATION and 81 more
W K KELLOGG FOUNDATION	Private foundation	$29,141,634	146	6	2009–2024	BATTLE CREEK COMMUNITY FOUNDATION; CAPITAL REGION COMMUNITY FOUNDATION; MUSKEGON COUNTY COMMUNITY FOUNDATION; THE COMMUNITY FOUNDATION and 2 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM	DAF sponsor	$27,258,188	129	51	2020–2024	STANISLAUS COMMUNITY FOUNDATION; YORK COUNTY COMMUNITY FOUNDATION; CAMBRIDGE COMMUNITY FOUNDATION; DOOR COUNTY COMMUNITY FOUNDATION INC and 47 more
CALIFORNIA COMMUNITY FOUNDATION funds this one	DAF sponsor	$26,144,361	35	14	2010–2024	MAYORS FUND FOR LOS ANGELES; NORTH VALLEY COMMUNITY FOUNDATION; HUMBOLDT AREA FOUNDATION; COMMUNITY FOUNDATION OF ORANGE COUNTY and 10 more
THE CALIFORNIA ENDOWMENT	Private foundation	$24,315,179	220	12	2009–2024	HUMBOLDT AREA FOUNDATION; RICHMOND COMMUNITY FOUNDATION; SAN JOAQUIN COMMUNITY FOUNDATION INC; MAYORS FUND FOR LOS ANGELES and 8 more
JAMES IRVINE FOUNDATION	Private foundation	$20,186,630	43	9	2010–2024	SAN JOAQUIN COMMUNITY FOUNDATION INC; HUMBOLDT AREA FOUNDATION; STANISLAUS COMMUNITY FOUNDATION; KERN COMMUNITY FOUNDATION and 5 more
SILICON VALLEY COMMUNITY FOUNDATION funds this one	DAF sponsor	$19,095,306	73	21	2010–2024	COMMUNITY FOUNDATION OF THE NAPA VALLEY; SAN JOAQUIN COMMUNITY FOUNDATION INC; HUMBOLDT AREA FOUNDATION; NORTH VALLEY COMMUNITY FOUNDATION and 17 more
AIRIE KNIPEL HARRY V AND J WILLIAMS WAREHIME FOUNDATION	Private foundation	$14,607,150	7	1	2012–2024	YORK COUNTY COMMUNITY FOUNDATION
WILLIAM SOROKA CHARITABLE TRUST	Private foundation	$13,794,032	2	1	2011–2012	RANCHO SANTA FE FOUNDATION
THE HEINZ ENDOWMENTS	Private foundation	$13,641,100	72	2	2020–2024	COMMUNITY FOUNDATION OF GREATER JOHNSTOWN; YORK COUNTY COMMUNITY FOUNDATION
SERGEY BRIN FAMILY FOUNDATION	Private foundation	$12,681,265	10	6	2020–2024	HUMBOLDT AREA FOUNDATION; AKRON COMMUNITY FOUNDATION; COMMUNITY FOUNDATION OF MENDOCINO COUNTY INC; NATIONAL CATHOLIC COMMUNITY FOUNDATION and 2 more
FORGOOD INC	DAF sponsor	$12,443,706	152	28	2010–2024	COMMUNITY FOUNDATION OF THE NAPA VALLEY; THE COMMUNITY FOUNDATION; CAMBRIDGE COMMUNITY FOUNDATION; ASPEN COMMUNITY FOUNDATION and 24 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $8,443,948 spent · pay $1,243,108 · grants $6,543,297 · events $190,962

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$5,927,597	$5,927,597	-	-	70.2%
Other salaries and wages		$688,579	$241,003	$309,860	$137,716	8.2%
Grants to US individuals		$605,700	$605,700	-	-	7.2%
Pay: officers, directors, trustees, key employees		$347,709	$121,698	$156,469	$69,542	4.1%
Fees: other services		$176,465	$132,593	$43,872	-	2.1%
Fees: investment management		$128,422	$128,422	-	-	1.5%
Conferences, conventions and meetings		$112,549	$93,912	$9,410	$9,227	1.3%
Information technology		$104,512	$34,489	$35,534	$34,489	1.2%
Other employee benefits		$92,289	$32,301	$41,530	$18,458	1.1%
Office expenses		$89,290	$29,466	$30,358	$29,466	1.1%
Payroll taxes		$85,582	$29,954	$38,512	$17,116	1.0%
Advertising and promotion		$67,249	$22,192	$22,865	$22,192	0.8%
Depreciation and depletion		$60,728	$20,040	$20,648	$20,040	0.7%
Other (as described)	MISCELLANEOUS	$35,457	$10,913	$13,631	$10,913	0.4%
Occupancy		$31,809	$10,497	$10,815	$10,497	0.4%
Pension plan contributions		$28,949	$10,132	$13,027	$5,790	0.3%
Other (as described)	MEMBERSHIP DUES AND SUB	$23,975	$7,912	$8,151	$7,912	0.3%
Fees: accounting		$23,500	-	$23,500	-	0.3%
Other (as described)	PROGRAM EXPENSE	$19,444	$9,889	-	$9,555	0.2%
Insurance		$15,600	$1,244	$13,645	$711	0.2%
Grants outside the US		$10,000	$10,000	-	-	0.1%
Travel		$8,709	$2,874	$2,961	$2,874	0.1%
Fees: legal		$905	$294	$317	$294	0.0%
Other (as described)	EXPENSES ALLOCATED TO F	-$64,467	-$64,467	-	-	-0.8%
All other expenses		-$176,604	-$98,191	-	-$78,413	-2.1%
Fundraising events Event	direct expenses; gross income $78,964	$78,413				reported apart
Total		$8,443,948				100%

View the filing

2024 · Form 990 · $5,714,290 spent · pay $1,246,624 · grants $3,711,233 · events $176,122

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$3,213,648	$3,213,648	-	-	56.2%
Other salaries and wages		$649,920	$227,472	$292,464	$129,984	11.4%
Grants to US individuals		$487,585	$487,585	-	-	8.5%
Pay: officers, directors, trustees, key employees		$387,038	$135,463	$174,167	$77,408	6.8%
Fees: other services		$213,315	$127,890	$85,425	-	3.7%
Other employee benefits		$109,685	$38,390	$49,358	$21,937	1.9%
Conferences, conventions and meetings		$106,976	$90,293	$8,395	$8,288	1.9%
Fees: investment management		$106,974	$106,974	-	-	1.9%
Information technology		$81,497	$26,894	$27,709	$26,894	1.4%
Payroll taxes		$75,355	$26,374	$33,910	$15,071	1.3%
Depreciation and depletion		$64,703	$21,352	$21,999	$21,352	1.1%
Other (as described)	FUND OPERATION EXPENSE	$60,530	$60,530	-	-	1.1%
Other (as described)	MISCELLANEOUS	$54,729	$5,565	$43,598	$5,566	1.0%
Office expenses		$34,678	$11,444	$11,790	$11,444	0.6%
Fees: accounting		$32,895	-	$32,895	-	0.6%
Occupancy		$28,437	$9,384	$9,669	$9,384	0.5%
Pension plan contributions		$24,626	$8,619	$11,082	$4,925	0.4%
Other (as described)	PROGRAM EXPENSE	$23,785	$14,926	-	$8,859	0.4%
Insurance		$21,543	$1,884	$18,582	$1,077	0.4%
Other (as described)	MEMBERSHIP DUES AND SUB	$21,251	$7,013	$7,225	$7,013	0.4%
Travel		$10,888	$3,593	$3,702	$3,593	0.2%
Grants outside the US		$10,000	$10,000	-	-	0.2%
Advertising and promotion		$7,343	$2,423	$2,497	$2,423	0.1%
Fees: legal		$5,917	$1,923	$2,071	$1,923	0.1%
All other expenses		-$119,028	-$49,882	-	-$69,146	-2.1%
Fundraising events Event	direct expenses; gross income $112,484	$69,146				reported apart
Total		$5,714,290				100%

View the filing

2023 · Form 990 · $5,369,282 spent · pay $1,081,361 · grants $3,255,958 · events $149,728

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,899,350	$2,899,350	-	-	54.0%
Other salaries and wages		$621,255	$217,439	$279,565	$124,251	11.6%
Grants to US individuals		$326,608	$326,608	-	-	6.1%
Other (as described)	FUND OPERATION EXPENSE	$326,149	$326,149	-	-	6.1%
Pay: officers, directors, trustees, key employees		$311,673	$109,085	$140,253	$62,335	5.8%
Fees: investment management		$248,043	$248,043	-	-	4.6%
Fees: other services		$142,445	-	$142,445	-	2.7%
Conferences, conventions and meetings		$93,970	$31,010	$31,950	$31,010	1.8%
Other employee benefits		$78,091	$27,332	$35,141	$15,618	1.5%
Information technology		$70,539	$23,278	$23,983	$23,278	1.3%
Depreciation and depletion		$62,854	$20,742	$21,370	$20,742	1.2%
Payroll taxes		$53,636	$18,773	$24,136	$10,727	1.0%
Office expenses		$38,778	$12,797	$13,184	$12,797	0.7%
Grants outside the US		$30,000	$30,000	-	-	0.6%
Fees: accounting		$27,650	-	$27,650	-	0.5%
Other (as described)	PROGRAM EXPENSE	$26,043	$16,255	-	$9,788	0.5%
Occupancy		$23,043	$7,604	$7,835	$7,604	0.4%
Insurance		$21,094	$1,806	$18,257	$1,031	0.4%
Other (as described)	MEMBERSHIP DUES AND SUB	$18,500	$6,105	$6,290	$6,105	0.3%
Pension plan contributions		$16,706	$5,847	$7,518	$3,341	0.3%
Advertising and promotion		$13,024	$4,298	$4,428	$4,298	0.2%
Other (as described)	MISCELLANEOUS	$12,379	$3,092	$6,194	$3,093	0.2%
Travel		$11,890	$3,924	$4,042	$3,924	0.2%
Fees: legal		$1,563	$508	$547	$508	0.0%
All other expenses		-$106,001	-$50,243	-	-$55,758	-2.0%
Fundraising events Event	direct expenses; gross income $99,089	$55,758				reported apart
Total		$5,369,282				100%

View the filing

2022 · Form 990 · $6,225,053 spent · pay $859,800 · grants $4,644,572 · events $66,652

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$3,987,645	$3,987,645	-	-	64.1%
Grants to US individuals		$656,927	$656,927	-	-	10.6%
Other salaries and wages		$416,546	$145,792	$187,445	$83,309	6.7%
Pay: officers, directors, trustees, key employees		$306,952	$107,432	$138,129	$61,391	4.9%
Fees: investment management		$294,759	$294,759	-	-	4.7%
Other (as described)	FUND OPERATION EXPENSE	$197,383	$197,383	-	-	3.2%
Other employee benefits		$62,018	$21,706	$27,908	$12,404	1.0%
Information technology		$60,454	$19,950	$20,554	$19,950	1.0%
Depreciation and depletion		$55,882	$18,441	$19,000	$18,441	0.9%
Fees: other services		$52,432	-	$52,432	-	0.8%
Payroll taxes		$52,202	$18,271	$23,491	$10,440	0.8%
Other (as described)	MISCELLANEOUS	$50,956	$16,357	$18,241	$16,358	0.8%
Advertising and promotion		$30,945	$10,212	$10,521	$10,212	0.5%
Fees: accounting		$27,500	-	$27,500	-	0.4%
Insurance		$22,453	$1,635	$19,884	$934	0.4%
Pension plan contributions		$22,082	$7,729	$9,937	$4,416	0.4%
Occupancy		$21,130	$6,973	$7,184	$6,973	0.3%
Office expenses		$19,752	$6,518	$6,716	$6,518	0.3%
Other (as described)	MEMBERSHIP DUES AND SUB	$18,155	$5,991	$6,173	$5,991	0.3%
Other (as described)	PROGRAM EXPENSE	$14,506	$3,301	-	$11,205	0.2%
Travel		$1,831	$604	$623	$604	0.0%
Fees: legal		$1,105	$359	$387	$359	0.0%
All other expenses		-$148,562	-$81,910	-	-$66,652	-2.4%
Fundraising events Event	direct expenses; gross income $61,066	$66,652				reported apart
Total		$6,225,053				100%

View the filing

2021 · Form 990 · $4,947,132 spent · pay $754,401 · grants $3,555,915 · events $66,270

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$3,153,915	$3,153,915	-	-	63.8%
Grants to US individuals		$402,000	$402,000	-	-	8.1%
Fees: investment management		$361,677	$361,677	-	-	7.3%
Other salaries and wages		$348,489	$121,971	$156,820	$69,698	7.0%
Pay: officers, directors, trustees, key employees		$282,928	$99,025	$127,317	$56,586	5.7%
Other (as described)	FUND OPERATION EXPENSE	$107,453	$107,453	-	-	2.2%
Other employee benefits		$54,978	$19,242	$24,740	$10,996	1.1%
Depreciation and depletion		$52,265	$17,247	$17,771	$17,247	1.1%
Information technology		$50,018	$16,506	$17,006	$16,506	1.0%
Payroll taxes		$48,515	$16,980	$21,832	$9,703	1.0%
Fees: other services		$44,823	-	$44,823	-	0.9%
Other (as described)	MISCELLANEOUS	$29,155	$9,237	$10,682	$9,236	0.6%
Fees: accounting		$25,500	-	$25,500	-	0.5%
Office expenses		$22,973	$7,581	$7,811	$7,581	0.5%
Pension plan contributions		$19,491	$6,822	$8,771	$3,898	0.4%
Insurance		$17,707	$1,358	$15,573	$776	0.4%
Occupancy		$15,894	$5,245	$5,404	$5,245	0.3%
Other (as described)	PROGRAM EXPENSE	$13,385	$4,677	-	$8,708	0.3%
Other (as described)	MEMBERSHIP DUES AND SUB	$13,097	$4,322	$4,453	$4,322	0.3%
Advertising and promotion		$9,643	$3,182	$3,279	$3,182	0.2%
Fees: legal		$3,353	$1,090	$1,173	$1,090	0.1%
Travel		$119	$39	$41	$39	0.0%
All other expenses		-$130,246	-$63,976	-	-$66,270	-2.6%
Fundraising events Event	direct expenses; gross income $84,055	$66,270				reported apart
Total		$4,947,132				100%

View the filing

2020 · Form 990 · $5,874,901 spent · pay $816,128 · grants $4,423,070 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$4,038,744	$4,038,744	-	-	68.7%
Other salaries and wages		$471,722	$165,103	$212,275	$94,344	8.0%
Grants to US individuals		$384,326	$384,326	-	-	6.5%
Fees: investment management		$317,659	$317,659	-	-	5.4%
Pay: officers, directors, trustees, key employees		$223,872	$78,355	$100,743	$44,774	3.8%
Other (as described)	FUND OPERATION EXPENSE	$116,867	$116,867	-	-	2.0%
Other employee benefits		$62,203	$21,771	$27,991	$12,441	1.1%
Depreciation and depletion		$53,040	$17,503	$18,034	$17,503	0.9%
Information technology		$50,521	$16,672	$17,177	$16,672	0.9%
Payroll taxes		$44,911	$15,719	$20,210	$8,982	0.8%
Fees: other services		$37,181	-	$37,181	-	0.6%
Other (as described)	MISCELLANEOUS	$33,998	$6,705	$20,588	$6,705	0.6%
Fees: accounting		$24,000	-	$24,000	-	0.4%
Office expenses		$17,190	$5,673	$5,844	$5,673	0.3%
Occupancy		$16,775	$5,535	$5,704	$5,536	0.3%
Insurance		$16,341	$1,082	$14,641	$618	0.3%
Other (as described)	MEMBERSHIP DUES AND SUB	$15,637	$5,160	$5,317	$5,160	0.3%
Pension plan contributions		$13,420	$4,697	$6,039	$2,684	0.2%
Advertising and promotion		$7,590	$2,505	$2,580	$2,505	0.1%
Fees: legal		$2,240	$728	$784	$728	0.0%
Travel		$164	$54	$56	$54	0.0%
Other (as described) Event	FUNDRAISING EVENT DIREC	-$13,611	-	-	-$13,611	-0.2%
All other expenses		-$59,889	-$59,889	-	-	-1.0%
Fundraising events Event	direct expenses; gross income $42,761	$13,611				reported apart
Total		$5,874,901				100%

View the filing

2019 · Form 990 · $3,508,139 spent · pay $679,546 · grants $2,205,326 · events $37,370

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,001,156	$2,001,156	-	-	57.0%
Fees: investment management		$333,951	$333,951	-	-	9.5%
Other salaries and wages		$314,448	$110,057	$141,501	$62,890	9.0%
Pay: officers, directors, trustees, key employees		$254,280	$88,998	$114,426	$50,856	7.2%
Grants to US individuals		$204,170	$204,170	-	-	5.8%
Other (as described)	FUND OPERATION EXPENSE	$104,531	$104,531	-	-	3.0%
Depreciation and depletion		$57,238	$18,888	$19,461	$18,889	1.6%
Other employee benefits		$54,480	$19,068	$24,516	$10,896	1.6%
Information technology		$49,891	$16,464	$16,963	$16,464	1.4%
Payroll taxes		$41,822	$14,638	$18,820	$8,364	1.2%
Other (as described)	MISCELLANEOUS	$35,566	$11,645	$12,276	$11,645	1.0%
Fees: accounting		$24,315	-	$24,315	-	0.7%
Fees: other services		$21,580	-	$21,580	-	0.6%
Office expenses		$19,954	$6,585	$6,784	$6,585	0.6%
Occupancy		$17,297	$5,708	$5,881	$5,708	0.5%
Insurance		$17,159	$1,039	$15,526	$594	0.5%
Pension plan contributions		$14,516	$5,081	$6,532	$2,903	0.4%
Fees: legal		$14,468	$4,702	$5,064	$4,702	0.4%
Other (as described)	PROGRAM EXPENSE	$11,403	$4,281	-	$7,122	0.3%
Travel		$10,692	$3,528	$3,636	$3,528	0.3%
Other (as described)	MEMBERSHIP DUES AND SUB	$9,218	$3,042	$3,134	$3,042	0.3%
Advertising and promotion		$469	$155	$159	$155	0.0%
All other expenses		-$104,465	-$67,095	-	-$37,370	-3.0%
Fundraising events Event	direct expenses; gross income $75,600	$37,370				reported apart
Total		$3,508,139				100%

View the filing

2018 · Form 990 · $4,111,495 spent · pay $583,910 · grants $3,002,381 · events $40,523

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,740,031	$2,740,031	-	-	66.6%
Fees: investment management		$305,220	$305,220	-	-	7.4%
Grants to US individuals		$262,350	$262,350	-	-	6.4%
Other salaries and wages		$260,698	$91,244	$117,314	$52,140	6.3%
Pay: officers, directors, trustees, key employees		$218,084	$76,329	$98,138	$43,617	5.3%
Information technology		$62,672	$20,682	$21,309	$20,681	1.5%
Depreciation and depletion		$60,902	$20,098	$20,707	$20,097	1.5%
Other (as described)	PROGRAM EXPENSE	$55,353	$55,353	$0	$0	1.3%
Other employee benefits		$51,368	$17,979	$23,115	$10,274	1.2%
Other (as described)	FUND OPERATION EXPENSE	$47,326	$47,326	$0	$0	1.2%
Payroll taxes		$37,949	$13,282	$17,077	$7,590	0.9%
Other (as described)	MISCELLANEOUS	$26,983	$9,607	$8,769	$8,607	0.7%
Fees: accounting		$26,900	-	$26,900	-	0.7%
Office expenses		$23,447	$7,738	$7,972	$7,737	0.6%
Other (as described)	MEMBERSHIP DUES AND SUB	$20,499	$6,765	$6,970	$6,764	0.5%
Pension plan contributions		$15,811	$5,534	$7,115	$3,162	0.4%
Occupancy		$15,203	$5,017	$5,169	$5,017	0.4%
Fees: other services		$13,000	-	$13,000	-	0.3%
Insurance		$9,840	$949	$8,349	$542	0.2%
Travel		$7,967	$2,629	$2,709	$2,629	0.2%
Advertising and promotion		$2,933	$968	$997	$968	0.1%
Fees: legal		$501	$163	$176	$162	0.0%
All other expenses		-$153,542	-$113,019	-	-$40,523	-3.7%
Fundraising events Event	direct expenses; gross income $70,900	$40,523				reported apart
Total		$4,111,495				100%

View the filing

2017 · Form 990 · $6,396,773 spent · pay $573,297 · grants $5,295,121 · events $34,844

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$5,078,670	$5,078,670	-	-	79.4%
Fees: investment management		$339,049	$339,049	-	-	5.3%
Other salaries and wages		$248,171	$86,860	$111,677	$49,634	3.9%
Pay: officers, directors, trustees, key employees		$218,111	$76,339	$98,150	$43,622	3.4%
Grants to US individuals		$216,451	$216,451	-	-	3.4%
Depreciation and depletion		$56,512	$18,649	$19,214	$18,649	0.9%
Other employee benefits		$55,704	$19,496	$25,067	$11,141	0.9%
Other (as described)	FUND OPERATION EXPENSE	$54,472	$54,472	-	-	0.9%
Information technology		$42,876	$14,149	$14,578	$14,149	0.7%
Payroll taxes		$37,180	$13,013	$16,731	$7,436	0.6%
Other (as described)	MISCELLANEOUS	$24,594	$10,043	$7,507	$7,044	0.4%
Fees: accounting		$21,200	-	$21,200	-	0.3%
Other (as described)	PROGRAM EXPENSE	$21,172	$13,568	-	$7,604	0.3%
Office expenses		$20,203	$6,667	$6,869	$6,667	0.3%
Pension plan contributions		$14,131	$4,946	$6,359	$2,826	0.2%
Occupancy		$13,727	$4,530	$4,667	$4,530	0.2%
Fees: other services		$10,750	-	$10,750	-	0.2%
Insurance		$9,666	$920	$8,220	$526	0.2%
Advertising and promotion		$9,179	$3,029	$3,121	$3,029	0.1%
Travel		$9,144	$3,018	$3,109	$3,017	0.1%
Other (as described)	MEMBERSHIP DUES AND SUB	$8,107	$2,675	$2,757	$2,675	0.1%
Fees: legal		$2,500	$813	$875	$812	0.0%
All other expenses		-$114,796	-$79,952	-	-$34,844	-1.8%
Fundraising events Event	direct expenses; gross income $56,050	$34,844				reported apart
Total		$6,396,773				100%

View the filing

2016 · Form 990 · $3,203,246 spent · pay $539,242 · grants $2,148,335 · events $27,238

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$1,954,279	$1,954,279	-	-	61.0%
Fees: investment management		$332,180	$332,180	-	-	10.4%
Other salaries and wages		$233,709	$81,798	$105,169	$46,742	7.3%
Pay: officers, directors, trustees, key employees		$207,236	$72,533	$93,256	$41,447	6.5%
Grants to US individuals		$194,056	$194,056	-	-	6.1%
Other (as described)	FUND OPERATION EXPENSE	$161,351	$161,351	-	-	5.0%
Depreciation and depletion		$56,540	$18,658	$19,224	$18,658	1.8%
Other employee benefits		$50,586	$17,705	$22,764	$10,117	1.6%
Other (as described)	MISCELLANEOUS	$42,106	$13,868	$14,895	$13,343	1.3%
Payroll taxes		$36,585	$12,805	$16,463	$7,317	1.1%
Information technology		$29,294	$9,667	$9,960	$9,667	0.9%
Fees: accounting		$23,075	-	$23,075	-	0.7%
Other (as described)	PROGRAM EXPENSE	$22,956	$15,591	$0	$7,365	0.7%
Office expenses		$21,630	$7,138	$7,354	$7,138	0.7%
Other (as described)	MEMBERSHIP DUES AND SUB	$15,121	$4,990	$5,141	$4,990	0.5%
Occupancy		$12,927	$4,266	$4,395	$4,266	0.4%
Pension plan contributions		$11,126	$3,894	$5,007	$2,225	0.3%
Insurance		$10,577	$1,253	$8,608	$716	0.3%
Travel		$7,767	$2,563	$2,641	$2,563	0.2%
Advertising and promotion		$4,985	$1,645	$1,695	$1,645	0.2%
Fees: other services		$1,500	-	$1,500	-	0.0%
All other expenses		-$226,340	-$198,902	-$160	-$27,278	-7.1%
Fundraising events Event	direct expenses; gross income $51,600	$27,238				reported apart
Total		$3,203,246				100%

View the filing

2014 · Form 990 · $3,140,386 spent · pay $385,811 · grants $2,062,056 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$1,881,245	$1,881,245	-	-	59.9%
Other (as described)	FUND OPERATION EXPENSE	$393,155	$184,783	$137,604	$70,768	12.5%
Fees: investment management		$274,532	$129,030	$96,086	$49,416	8.7%
Pay: officers, directors, trustees, key employees		$192,928	$57,878	$67,525	$67,525	6.1%
Grants to US individuals		$180,811	$180,811	-	-	5.8%
Other salaries and wages		$128,314	$38,494	$44,910	$44,910	4.1%
Depreciation and depletion		$55,190	-	$55,190	-	1.8%
Other employee benefits		$31,229	$9,369	$10,618	$11,242	1.0%
Payroll taxes		$28,124	$8,437	$9,562	$10,125	0.9%
Fees: other services		$24,355	-	$24,355	-	0.8%
Information technology		$22,686	-	$22,686	-	0.7%
Other (as described)	MISCELLANEOUS	$20,312	$9,547	$7,109	$3,656	0.6%
Travel		$18,624	-	$18,624	-	0.6%
Office expenses		$18,325	$8,613	$6,414	$3,298	0.6%
Occupancy		$18,268	$8,586	$6,394	$3,288	0.6%
Fees: accounting		$14,000	-	$14,000	-	0.4%
Insurance		$10,898	$961	$8,783	$1,154	0.3%
Other (as described)	MEMBERSHIP DUES AND SUB	$9,376	$1,781	$5,907	$1,688	0.3%
Other (as described)	PROGRAM EXPENSE	$8,574	$5,355	$2,126	$1,093	0.3%
Advertising and promotion		$7,107	$782	$995	$5,330	0.2%
Pension plan contributions		$5,216	$1,565	$1,773	$1,878	0.2%
Fees: legal		$3,905	-	$3,905	-	0.1%
All other expenses		-$206,788	$1,982	-$208,840	$70	-6.6%
Total		$3,140,386				100%

View the filing

Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFs	DAFs held	Contributions	Grants	Value at year end	Other funds held	Other contributions	Other grants	Other value at year end
2025 · Form 990 view filing
Yes	89	$3,302,917	$5,541,601	$31,616,413	-	-	-	-
2024 · Form 990 view filing
Yes	108	$3,558,713	$2,309,849	$28,787,009	-	-	-	-
2023 · Form 990 view filing
Yes	109	$2,885,446	$1,078,892	$24,300,189	-	-	-	-
2022 · Form 990 view filing
Yes	106	$2,980,156	$2,633,157	$20,790,654	-	-	-	-
2021 · Form 990 view filing
Yes	104	$3,063,179	$1,636,373	$25,081,282	-	-	-	-
2020 · Form 990 view filing
Yes	100	$1,890,753	$2,107,530	$22,567,519	-	-	-	-
2019 · Form 990 view filing
Yes	93	$5,859,214	$993,329	$21,792,612	-	-	-	-
2018 · Form 990 view filing
Yes	90	$1,020,911	$2,919,690	$18,359,979	-	-	-	-
2017 · Form 990 view filing
Yes	93	$3,413,308	$3,842,720	$21,293,393	-	-	-	-
2016 · Form 990 view filing
Yes	88	$1,250,018	$779,977	$17,674,166	-	-	-	-
2014 · Form 990 view filing
Yes	88	$1,461,333	$853,414	$13,885,462	-	-	-	-

COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY DAF sponsor

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Officers and directors, no compensation reported

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Donor-advised funds

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