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Also known as: EDUCATIONAL FOUNDATION
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Burt E & Anne L Fugate Educational Foundation Inc. is a private corporation based in SANTA MARIA, CA. The foundation received its IRS ruling in 2000. The principal officer is Burt E Fugate. It holds total assets of $594K. Annual income is reported at $241K. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Burt E & Anne L Fugate Educational Foundation Inc. has made 11 grants totaling $144K, with a median grant of $16K. Annual giving has grown from $24K in 2020 to $32K in 2023. Grantmaking activity was highest in 2022 with $62K distributed across 4 grants. Individual grants have ranged from $3K to $16K, with an average award of $13K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Burt E & Anne L Fugate Educational Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 11 grants. Its grantmaking reaches organizations primarily in CA.
Burt E & Anne L Fugate Educational Foundation Inc. has distributed a total of $144K across 11 grants. The median grant size is $16K, with an average of $13K. Individual grants have ranged from $3K to $16K.
Burt E & Anne L Fugate Educational Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Burt E & Anne L Fugate Educational Foundation Inc. is headquartered in SANTA MARIA, CA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wendy Lahr | SECRETARY | $0 | $0 | N/A |
| Mark C Fugate | TREASURER | $0 | $0 | N/A |
| Burt E Fugate | PRESIDENT | $0 | $0 | N/A |
| Lisa Dalmau | VICE PRESIDENT | $0 | $0 | N/A |
Total Giving
$36K
Total Assets
$389K
Fair Market Value
$613K
Net Worth
$389K
Grants Paid
$32K
Contributions
N/A
Net Investment Income
$15K
Distribution Amount
$30K
Total: $382K
Total Grants
11
Total Giving
$144K
Average Grant
$13K
Median Grant
$16K
Unique Recipients
3
Most Common Grant
$16K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Cal Poly FoundationCOLLEGE SUPPORT | San Luis Obispo, CA | $16K | 2023 |
| Allan Hancock Community College FoundationCOLLEGE SUPPORT | Santa Maria, CA | $16K | 2023 |
| Solvang TheaterfestSUPPORT FOR THE ARTS | Solvang, CA | $3K | 2021 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA