TOTAL REVENUE - FISCAL 2025
$10,616,659
Up 36.3% from $7,787,984 in fiscal 2024.
The Community Foundation San Luis Obispo
San Luis Obispo, California - EIN 77-0496500 - Latest filing: fiscal 2025 (Jan 1, 2025 - Dec 31, 2025)
HOW TO READ THIS PAGE
How to read this page: every figure below is from the fiscal-2025 Form 990, filed Jun 9, 2026. People named below are shown as reported on the fiscal-2025 Form 990, filed Jun 9, 2026 - the filing is a snapshot of that fiscal year, not a list of current officeholders.
THE FILING IN ONE PARAGRAPH
The Community Foundation San Luis Obispo reported $10,616,659 in revenue and $8,443,948 in expenses in fiscal 2025, a surplus of $2,172,711 for the year. Program services took $7,320,464 of expenses, or 86.7%. The organization closed the year with $92,137,759 in net assets - about 130.9 months of expenses at the fiscal-2025 spending level.
At a Glance - Fiscal 2025
All values are fiscal 2025 unless a tile says otherwise.
TOTAL EXPENSES - FISCAL 2025
$8,443,948
Revenue minus expenses: $2,172,711 in fiscal 2025.
PROGRAM EXPENSE SHARE - FISCAL 2025
86.7%
$7,320,464 of $8,443,948 went to program services.
NET ASSETS - END OF FISCAL 2025
$92,137,759
Total assets $98,850,255 minus total liabilities $6,712,496.
TOP EXECUTIVE PAY - FISCAL 2025
$184,297
Michael Jones, Chief Financial Officer, as reported on the fiscal-2025 Form 990, filed Jun 9, 2026. Total across all compensation columns.
PEOPLE REPORTED - FISCAL 2025
14 Employees
Plus 198 volunteers reported on the fiscal-2025 Form 990.
Money In, Money Out - Fiscal 2025
Revenue and expenses as reported on the fiscal-2025 Form 990, filed Jun 9, 2026. Donated goods are separated from cash so food and supply donations do not read as cash income.
Where the Money Went - Fiscal 2025
Management and general is the figure reported on the filing (Part IX total); where a filing does not carry it, it is computed as the residual of total expenses minus program and fundraising expenses. Cost to raise a dollar in fiscal 2025: $0.05 - $328,379 in fundraising expenses divided by $7,159,635 in total contributions. On cash contributions only: $0.05.
Where the Money Came From - Fiscal 2025
| Source | Fiscal 2025 |
|---|---|
| Total Contributions | $7,159,635 |
| Of Which Cash Contributions | $6,273,262 |
| Of Which Donated Goods (Noncash) | $886,373 |
| Fundraising Events | $45,382 |
| Government Grants | $1,164,000 |
| All Other Contributions | $5,950,253 |
| Program Service Revenue | $0 |
| Investment Income | $3,834,059 |
| Other Revenue | -$377,035 |
| Total Revenue (All Sources) | $10,616,659 |
Reserves and Balance Sheet - Fiscal 2025
Reserves and Runway
130.9 Months
of reserves - $92,137,759 in net assets at the end of fiscal 2025, divided by average monthly expenses of about $703,662 in fiscal 2025.
Net assets can include donor-restricted funds, buildings and other assets that cannot be spent like cash. Treat months of reserves as a scale measure, not as cash in the bank.
Balance Sheet - End of Fiscal 2025
| Total Assets | $98,850,255 |
| Total Liabilities | $6,712,496 |
| Liabilities as Share of Assets | 6.8% |
| Net Assets | $92,137,759 |
Leadership Pay - Fiscal 2025
Pay is the summed total across all compensation columns on the Form 990 - pay from the organization, pay from related organizations, and other compensation. People are shown as reported on the fiscal-2025 Form 990, filed Jun 9, 2026.
| Name and Title, as Reported | Total Pay - Fiscal 2025 | Share of Expenses |
|---|---|---|
| Michael Jones - Chief Financial Officer | $184,297 | 2.18% |
| Christine Dawson - Chief Executive Officer | $144,815 | 1.72% |
| Heidi McPherson - CEO (Through January 2026) | $28,701 | 0.34% |
The full Part VII table lists every officer, director, trustee and key employee named on the filing, with hours and the same summed total. Compensation is reported for the calendar year ending within the fiscal year, per the Form 990.
Board and Governance - Fiscal 2025
Board and policy answers as reported on the fiscal-2025 Form 990, filed Jun 9, 2026.
Board Roster - as Reported on the Fiscal-2025 Form 990
15 voting members, 15 independent - independence count as reported on the fiscal-2025 Form 990.
| Name, as Reported | Role, as Reported |
|---|---|
| Michael Jones | Chief Financial Officer |
| Christine Dawson | Chief Executive Officer |
| Heidi McPherson | CEO (Through January 2026) |
| Kath Tompkins | President |
| Rick Williams | Vice President |
| Anita Robinson | Treasurer |
| Pat Hosegood Martin | Secretary |
| Jeff Buckingham | Director |
| Juliette Duke | Director |
| Gwen Erskine | President Of Ref, Director |
| Grenda Ernst | Director |
| Suzanne Fritz | Director |
| Rob Garcia | Director |
| Shelly Higginbotham | Director |
| Wayne Lewis | Director |
| Anneka Scranton | Director |
| Tom Sherman | Director |
| Linda Somers Smith | Director |
Governance Policy Flags - Fiscal 2025
Conflict of Interest PolicyYes - Reported
Whistleblower PolicyYes - Reported
Document Retention PolicyYes - Reported
Audited Financial StatementsYes - Reported
Audit CommitteeYes - Reported
Board Size and Independence15 voting / 15 independent
Flags report what the organization answered on the Form 990. A Yes means the policy was reported on the filing; it is not an outside review of how the policy works in practice.
Grants - Fiscal 2025
Grants Made - Fiscal 2025
This organization reported $6,543,297 in grants paid in fiscal 2025.
| Recipient, as Reported | Amount |
|---|---|
| 5Cities Homeless Coalition UNRESTRICTED | $123,694 |
| Access Central Coast UNRESTRICTED | $65,000 |
| Alf Food Pantry UNRESTRICTED | $71,000 |
| Basin Street Regulars Inc FOR SENIOR DANCE ACTIVITIES | $15,000 |
| Big Brothers Big Sisters Of San Luis Obispo County UNRESTRICTED. | $63,500 |
| Boys And Girls Club Mid Central Coast UNRESTRICTED | $85,000 |
| Bridge Lacrosse Dallas UNRESTRICTED. | $17,800 |
| California Charter School Association UNRESTRICTED | $20,000 |
| California Rural Legal Assistance Inc UNRESTRICTED | $50,000 |
| Cal Poly Foundation RESTRICTED TO MULTIPLE PROGRAMS | $137,500 |
| Cal Poly State University 2025 STOLLMEYER BLACK TRANSFER SCHOLARSHIP RECIPIENTS - FUNDING TO UNIVERSITY | $144,500 |
| Cambria Community Healthcare District RESTRICTED TO PURCHASE A FIXED OXYGEN FILL STATION: LARGE CYLINDERS, HARDWARE, HOSES, A FILL CONTAINER TO HOLD CYLINDERS BEING REFILLED, SAFETY BRACKETS, MOVING EQUIPMENT FOR LARGE OXYGEN CYLINDERS, AND 20 PORTABLE OXYGEN CYLINDERS | $6,714 |
| Cambria Connection UNRESTRICTED | $20,000 |
| Casa Of San Luis Obispo County UNRESTRICTED | $101,500 |
| Catholic Charities Diocese Of Monterey RESTRICTED TO SLO COUNTY | $7,500 |
| Center For Family Strengthening UNRESTRICTED | $172,200 |
| Center For Reproductive Rights UNRESTRICTED. | $25,000 |
| Central Coast Ag Network Dba City Farm Slo UNRESTRICTED | $42,000 |
| Central Coast Aquarium UNRESTRICTED | $30,000 |
| Central Coast Autism Spectrum Center UNRESTRICTED | $25,000 |
| Central Coast Link Dba The Link UNRESTRICTED | $50,000 |
| Central Coast Vineyard Team RESTRICTED TO SUPPORT THE JUAN NEVEREZ MEMORIAL SCHOLARSHIP | $25,000 |
| Clark Center Association Dba South County Performing Arts Association GENERAL SUPPORT OF YOUR ORGANIZATION | $15,333 |
| Community Action Partnership Of San Luis Obispo County Inc UNRESTRICTED | $202,330 |
| Community Counseling Center Of San Luis Obispo County UNRESTRICTED | $142,776 |
| Community Health Centers Of The Central Coast UNRESTRICTED | $50,000 |
| Community Partners In Caring UNRESTRICTED | $40,000 |
| Concordia Theological Seminary RESTRICTED TO THE HANS LYCKE STIPENDIUM AT LUTHERAN SCHOOL OF THEOLOGY AT GOTHENBERG IN SUPPORT OF THEOLOGICAL EDUCATION OF STUDENT MINISTERS AND PASTORS VIA THE BO GIERTZ FUND | $11,500 |
| Corazon Latino RESTRICTED TO SLO COUNTY RESTRICTED TO SUPPORT PROGRAMS FOR VINEYARD AND FARMWORKERS AND THEIR FAMILIES. | $13,000 |
| Cuesta College Foundation RESTRICTED TO SUPPORT MULTIPLE PROGRAMS | $12,147 |
| El Camino Homeless Coalition UNRESTRICTED | $111,500 |
| Family Care Network Inc UNRESTRICTED | $180,000 |
| Fdn For Cottage Rehabilitation And Gvch - Coast Caregiver Resource Center UNRESTRICTED | $25,000 |
| Food Bank Coalition Of San Luis Obispo County TO 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 |
| Foundation For The Performing Arts Center UNRESTRICTED | $8,000 |
| Friends Of 40Prado UNRESTRICTED | $6,200 |
| Friends Of The Elephant Seal RESTRICTED TO OFFSET THE COST OF THE REVISION AND REPRINTING OF THE ELEPHANT SEAL ADVENTURE GUIDE | $5,289 |
| Grover Beach Community Library GENERAL SUPPORT OF YOUR ORGANIZATION | $7,818 |
| Hawthorne Elementary Pta - California Congress Of Parents Teachers And St UNRESTRCTED | $10,000 |
| Hospice Of San Luis Obispo County UNRESTRICTED | $57,500 |
| Hourglass Project Dba Reach RESTRICTED TO SUPPORT REACH'S ECONOMIC DEVELOPMENT ACTIVITIES AND PROGRAMS | $35,854 |
| Immigrant Legal Defense Center TO SUPPORT THE SLO COUNTY LEGAL DEFENSE PROGRAM. | $32,500 |
| Infinite Music YOUTH ARTS ACTIVITIES INCLUDING NEW PROGRAMMING IN SOUTH COUNTY, AND EXPANDED PROGRAMMING IN SOUTH COUNTY, SAN LUIS OBISPO, AND MORRO BAY | $81,500 |
| Jack'S Helping Hand Inc UNRESTRICTED | $8,000 |
| Kcbx Inc UNRESTRICTED | $59,500 |
| Long Term Care Ombudsman Services Of San Luis Obispo County UNRESTRICTED | $70,000 |
| Lucia Mar Unified School District FOR 2025 FIELD TRIPS | $26,909 |
| Lumina Alliance TO SUPPORT THE DANCING WITH THE STARS EVENT. | $160,650 |
| Mixtecoindgena Community Organizing Project UNRESTRICTED | $132,000 |
| Morro Bay Senior Citizens Inc FOR SENIOR DANCE ACTIVITIES | $10,000 |
| Morro Coast Audubon Society GENERAL SUPPORT OF YOUR ORGANIZATION | $37,071 |
| Mozart Festival Association Dba Festival Mozaic RESTRICTED FOR THE LINDVALL YOUNG ARTIST PROGRAM | $170,000 |
| Mt Carmel Lutheran Church UNRESTRICTED | $8,000 |
| Mujeres De Accion TO SUPPORT MUJERES DE ACCION | $20,000 |
| National Resources Defense Council UNRESTRICTED. | $10,000 |
| One Cool Earth UNRESTRICTED | $25,000 |
| Operation Surf UNRESTRICTED. | $12,000 |
| Pacific Wildlife Care UNRESTRICTED | $22,000 |
| Paso Robles Pioneer Day Committee RESTRICTED TO SUPPORT THE QUEEN'S LUNCHEON/TEA, IN MEMORY OF SANDY VIBORG. | $10,000 |
| Paso Robles Scout House Foundation TO SUPPORT THE COST OF THIS SUMMERS TRIP TO THE PHILMONT HIGH ADVENTURE CAMP. | $5,285 |
| Paso Robles Youth Arts Center UNRESTRICTED | $35,000 |
| Pathpoint UNRESTRICTED | $20,000 |
| Peoples' Self-Help Housing UNRESTRICTED | $143,080 |
| Planned Parenthood California Central Coast UNRESTRICTED. | $235,000 |
| Pregnancy And Parenting Support Of San Luis Obispo County UNRESTRICTED | $50,000 |
| San Luis Obispo Botanical Garden GENERAL SUPPORT OF YOUR ORGANIZATION | $28,968 |
| San Luis Obispo Career Technical Education (Cte) Foundation RESTRICTED TO SUPPORT THE LIBRETTO CONSERVANCY | $27,000 |
| San Luis Obispo Children'S Museum UNRESTRICTED | $8,000 |
| San Luis Obispo County Animal Services RESTRICTED FOR THE PURPOSES OF FUNDING LOW-COST SPAY/NEUTER SERVICES TO COUNTY RESIDENTS. | $20,000 |
| San Luis Obispo County Arts Council YOUTH ARTS ACTIVITIES INCLUDING NEW PROGRAMMING FOR SOUTH COUNTY | $60,000 |
| San Luis Obispo County YMCA A Branch Of Channel Islands YMCA TO SUPPORT THE YOUTH BASKETBALL LEAGUE, AS DESCRIBED IN YOUR APPLICATION THROUGH THE JANSSEN YOUTH AND YOUTH SPORTS FUND GRANT PROGRAM. THE GRANT PERIOD IS 5/15/2025, THROUGH 5/15/2026. | $9,500 |
| San Luis Obispo International Film Festival UNRESTRICTED. | $6,000 |
| San Luis Obispo Museum Of Art UNRESTRICTED | $254,356 |
| San Luis Obispo Repertory Theatre RESTRICTED TO SUPPORT THE CAPITAL CAMPAIGN | $191,500 |
| San Luis Obispo Symphony UNRESTRICTED | $90,449 |
| Santa Maria Valley Senior Citizens Club FOR SENIOR DANCE ACTIVITIES | $10,000 |
| Senior Nutrition Programmeals That Connect UNRESTRICTED | $110,000 |
| Slo Child Development Resource Center UNRESTRICTED | $100,000 |
| Slo Classical Academy THE 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 |
| Slo County Office Of Education TO SUPPORT THE RAISING A READER PROGRAM FOR JANUARY 2025 - JUNE 2025 | $70,000 |
| Storm Trysail Foundation UNRESTRICTED. | $15,000 |
| The Gala Pride And Diversity Center UNRESTRICTED | $53,000 |
| The Land Conservancy Of San Luis Obispo County UNRESTRICTED | $59,350 |
| The San Luis Obispo Wind Orchestra FOR SENIOR DANCE ACTIVITIES | $10,000 |
| The Slo Noor Foundation UNRESTRICTED | $133,500 |
| The University Of Tennessee Foundation Inc RESTRICTED TO SUPPORT COMMUNITY DATA LIBRARIES FUND, SPECIFICALLY DR. KELLY BOLES' RESEARCH RELATED TO COMMUNITY DATA LIBRARIES. PER OUR UNDERSTANDING FROM YOUR FOUNDATION, THE GRANT WILL BE ASSESSED A 4.5% FEE. | $25,000 |
| Tolosa Children'S Dental Clinic UNRESTRICTED | $63,000 |
| Transitions-Mental Health Association UNRESTRICTED | $213,535 |
| United Way Of San Luis Obispo County RESTRICTED TO SUPPORT UNITED WAYS PROGRAM THAT CONTINUES THE HEAL-SLO COMMUNITY HEALTH, HEALTH EQUITY AND WORKFORCE EFFORTS BY PROVIDING STIPENDS TO UNDERREPRESENTED COMMUNITY MEMBERS. MEMBERS WILL PARTICIPATE IN FORMER HEAL-SLO WORKGROUPS THAT ARE NOW | $6,650 |
| Vanguard Charitable TO SUPPORT THE VANGUARD CHARITABLE ACCOUNT: THE POTTS JAHANIAN FUND (A2008348) | $59,430 |
| Wilshire Health & Community Services Inc THE SENIOR PEER COUNSELING PROGRAM | $7,840 |
| Woods Humane Society TO BENEFIT CATS | $8,397 |
| World Central Kitchen UNRESTRICTED | $51,000 |
| Worldwide Fistula Fund RESTRICTED TO ARENA | $25,000 |
Trend - Revenue
Years are shown only where a filing is held. Missing years are absent, never filled in.
| Fiscal Year | Revenue | Change |
|---|---|---|
| Fiscal 2024 (Prior-Year Column on the Fiscal-2025 Filing) | $7,787,984 | - |
| Fiscal 2025 | $10,616,659 | +36.3% |
This table grows to a 10-year view (revenue, expenses, net assets and top pay) as earlier filings for this organization are added to the record. Missing years are absent, never filled in.
Filings on Record
| Tax Period | Form | Status | Source |
|---|---|---|---|
| Jan 1, 2025 - Dec 31, 2025 | Form 990 | In Force - Filed Jun 9, 2026 | Original Filing at the IRS |
If an amended return is filed, the newest amended return supersedes the earlier one and the table marks which filing is in force.