Upjohn California Fund | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Upjohn California Fund. Data shown is extracted from Form 990-PF filings.
EIN: 94-6065219
Foundation Overview
Based in Carmel Valley, CA, Upjohn California Fund has awarded 26 grants totaling $637,375 to organizations in California. Individual grants range from $2,000 to $72,000, with a median award of $3,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
16 of 16 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
100% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Carmel Valley (46%), Monterey (17%), Santa Barbara (8%).
Funding Trajectory
Declining funding trend with 16% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (45%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Upjohn California Fund's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Monterey County Gives | $41,000 | Monterey, CA, US | Support Of Monterey County Non-profits | 2023 |
| California Missions Foundation | $3,000 | Santa Barbara, CA, US | School Field Trips | 2023 |
| Carmel Valley Historical Society | $2,000 | Carmel Valley, CA, US | Exhibits | 2023 |
| Friends Of Rippling River | $2,000 | Carmel Valley, CA, US | Urgent Needs Assistance | 2023 |
| Kcbx Fm | $2,000 | San Luis Obispo, CA, US | Arts And Cultural Programming | 2023 |
| Kernes Adaptive Aquatice | $3,000 | Monterey, CA, US | General Operating Support | 2023 |
| Pebble Beach Jr Golf | $2,000 | Carmel, CA, US | General Operating Support | 2023 |
| Shared Adventures | $2,000 | Santa Cruz, CA, US | General Operating Support | 2023 |
| Monterey County Gives | $41,000 | Monterey, CA, US | Support Of Monterey County Non-profits | 2023 |
| California Missions Foundation | $3,000 | Santa Barbara, CA, US | School Field Trips | 2023 |
| Carmel Valley Historical Society | $2,000 | Carmel Valley, CA, US | Exhibits | 2023 |
| Friends Of Rippling River | $2,000 | Carmel Valley, CA, US | Urgent Needs Assistance | 2023 |
| Kcbx Fm | $2,000 | San Luis Obispo, CA, US | Arts And Cultural Programming | 2023 |
| Kernes Adaptive Aquatice | $3,000 | Monterey, CA, US | General Operating Support | 2023 |
| Pebble Beach Jr Golf | $2,000 | Carmel, CA, US | General Operating Support | 2023 |
| Shared Adventures | $2,000 | Santa Cruz, CA, US | General Operating Support | 2023 |
| See Attached Schedule | $63,500 | Carmel Valley, CA, US | See Attached Schedule | 2022 |
| See Attached Schedule | $63,500 | Carmel Valley, CA, US | See Attached Schedule | 2022 |
| See Attached Schedule | $72,000 | Carmel Valley, CA, US | See Attached Schedule | 2021 |
| See Attached Schedule | $72,000 | Carmel Valley, CA, US | See Attached Schedule | 2021 |
| See Attached Schedule | $62,875 | Carmel Valley, CA, US | See Attached Schedule | 2020 |
| See Attached Schedule | $55,000 | Carmel Valley, CA, US | See Attached Schedule | 2019 |
| See Attached Schedule | $67,000 | Carmel Valley, CA, US | See Atttached Shcedule | 2017 |
| See Schedule Attached | $67,500 | By Request, CA, US | See Schedule | 2015 |
| $0 | , , US | 2015 | ||
| $0 | , , US | 2015 |
Foundations Similar to Upjohn California Fund
Discover 5 foundations with comparable assets ($1,962,463-$1,971,205), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Kellbar Foundation
EIN: 33-0269979 | 170 grants awarded |
$1,966,985
(≈ Similar) |
$3,250
median grant |
Los Angeles, CA
Same state |
|
|
Linda Levenson Foundation
EIN: 92-3570862 | 23 grants awarded |
$1,966,825
(≈ Similar) |
$6,000
median grant |
Saratoga, CA
Same state |
|
|
Gift Of Hope Usa Foundation
EIN: 83-1269170 | 161 grants awarded |
$1,965,211
(≈ Similar) |
$5,000
median grant |
Westlake Village, CA
Same state |
|
|
The St Katherine Foundation
EIN: 33-0920922 | 232 grants awarded |
$1,971,205
(≈ Similar) |
$2,000
median grant |
Redondo Beach, CA
Same state |
|
|
The Colley Foundation
EIN: 30-6512973 | 108 grants awarded |
$1,962,463
(≈ Similar) |
$5,000
median grant |
San Francisco, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for Upjohn California Fund as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 94-6065219 |
| Website | N/A |
| Address | PO BOX 90 Carmel Valley, CA 93924-0090 |
Key People (4)
Board members, trustees, and key staff who oversee Upjohn California Fund's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President Director | Cynthia W Hertlein |
|---|---|
| Vp | Nettie Porter |
| Secretary | Lori Silver |
| Treasurer | Janyce Anderson |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Upjohn California Fund is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.