Upjohn California Fund
EIN 946065219 Private FoundationTotal Given 2016–2024
$445K
14 grants · $49K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$22K
typical small grants · $2K–$63K
grant size
10%
transactional · 1/10 multi-year
repeat
$2.0M
Assets (2024)
10
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
Cynthia W Hertlein
Phone
(831) 659-2115
Deadlines
August 31
How to Apply
Letter setting forth the grant amount and purpose. Include IRS determination letter and most recent annual financial statements and program budget.
Restrictions
Tax exempt organizations only (no individuals).
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $68K | $1.8M | $46K | 1 |
| 2018 | $67K | $1.8M | $213K | 1 |
| 2020 | $55K | $1.8M | $34K | 1 |
| 2021 | $63K | $2.0M | $35K | 1 |
| 2022 | $72K | $1.7M | $46K | 1 |
| 2023 | $64K | $1.6M | $54K | 1 |
| 2024 | $57K | $2.0M | $61K | 8 |
Grant Size Distribution
Based on 14 grants on record
Minimum
$2K
25th Pctl
$2K
Median
$22K
Average
$32K
75th Pctl
$63K
Maximum
$72K
Geographic Distribution
Officers & Directors
Grants Awarded (14 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attached Schedule | Carmel Valley, CA | $72,000 | see attached schedule | 2022 |
| see schedule attached | by request, CA | $67,500 | see schedule | 2016 |
| See Attached Schedule | Carmel Valley, CA | $67,000 | see atttached shcedule | 2018 |
| See Attached Schedule | Carmel Valley, CA | $63,500 | see attached schedule | 2023 |
| See Attached Schedule | Carmel Valley, CA | $62,875 | see attached schedule | 2021 |
| See Attached Schedule | Carmel Valley, CA | $55,000 | see attached schedule | 2020 |
| Monterey County Gives | Monterey, CA | $41,000 | support of Monterey County non-profits | 2024 |
| California Missions Foundation | Santa Barbara, CA | $3,000 | school field trips | 2024 |
| Kernes Adaptive Aquatice | Monterey, CA | $3,000 | general operating support | 2024 |
| Carmel Valley Historical Society | Carmel Valley, CA | $2,000 | exhibits | 2024 |
| Friends of Rippling River | Carmel Valley, CA | $2,000 | urgent needs assistance | 2024 |
| KCBX fm | San Luis Obispo, CA | $2,000 | arts and cultural programming | 2024 |
| Pebble Beach Jr Golf | Carmel, CA | $2,000 | general operating support | 2024 |
| Shared Adventures | Santa Cruz, CA | $2,000 | general operating support | 2024 |
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