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Sjl Foundation EIN 36-3584276 Form 990 (PDF) Claim this org

Sjl Foundation FY2020 filing

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A private foundation based in Montecito, CA. It reported about $203K in revenue for 2020. For fiscal year 2020 it reported $203K in revenue, $473K in expenses, and $318K in net assets.Pt I

Type
Private foundation / grantmaker · Nonprofit
Location
Montecito, CA
Filings
6 on file (2020–2020)
Revenue
$203KFY2020
Expenses
$473K
Net assets
$318K
People
0
Filings
6
Updates
0
More identity details & actions ⌄
EIN  36-3584276 Private foundation / grantmaker Montecito, CA
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →
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Size
$100K–1M
What they do
A private foundation based in Montecito, CA. It reported about $203K in revenue for 2020.
Money in and out
$203K revenue, $473K expenses
Bottom line
—
Grants paid & assets · FY2020
Total revenue
$203K
Pt VIII · Ln 12
Total expenses
$473K
Pt IX · Ln 25
Net assets
$318K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$270K
Total assets
318K
deployed as grants and operations
Grants paid
443K
in FY2020
Grants made
16grants
total in period
Payout rate
139%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 16 grants · $90K · 2025–2025
Me&us FoundationFY2025$33,000
Boston UniversityFY2025$25,000
Penn State UniversityFY2025$20,000
His Island OutreachFY2025$4,550
Uc RegentsFY2025$2,500
Santa Barbara SymphonyFY2025$2,000
Women's Fund of Santa BarbaraFY2025$1,000
Santa Barbara FoundationFY2025$1,000
Santa Barbara Puerto Vallarta Sister Cities CommitteeFY2025$338
California Police Youth CharitiesFY2025$100
Yosemite ConservancyFY2025$100
University of Notre DameFY2025$100
Reagan RanchFY2025$100
Montecito Trails AssociationFY2025$100
Grand Canyon TrustFY2025$100
Santa Barbara Museum of ArtFY2025$60

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$6K
Median grantPart XV$1K
Largest grantPart XV$33K

Summary of the Filing

Part I · fiscal year 2020 · Form 990-PF
Revenue
$203K
FY2020
Expenses
$473K
FY2020
Total assets
$318K
FY2020
Total liabilities
$0
FY2020
Total revenue
$203K
Pt VIII · Ln 12
Total expenses
$473K
Pt IX · Ln 25
Net assets
$318K
Pt X · Ln 32
Total assetsPt II$318K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSjl Foundation
EINHdr · item D36-3584276
Principal addressHdr · item CMontecito, CA
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFSep 1988

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Officers, directors & key employeesPt VII · Sec ANot reported
See Sjl Foundation executive salaries →

Statement of Revenue

Part VIII
Contributions & grants$187K · 92%
Investment income$16K · 8%
Contributions & grants92%$187K
Investment income8%$16K
Total revenueLn 12$203K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.94 Operating & administrative $0.06
Grants & contributions paid94%$443K
Operating & administrative6%$30K
Total functional expensesLn 25$473K

Balance Sheet

Part X · end of year
CashLn 1$54K
Total assetsLn 16$318K
Total liabilitiesLn 26$0
Total net assetsLn 32$318K
Months of cash on handcomputed1.4

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $318K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $203K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $203K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $203K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $318K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $203K · Expenses $473K
-133%
Liabilities-to-Assets
Total liabilities — · Total assets $318K
—
Net-asset ratio
Net assets $318K · Total assets $318K
100%
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $473K
No individual compensation reported on this filing
Personnel share
not reported

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$27K revenue · ⤓ 990 PDF
FY2024$13K revenue · ⤓ 990 PDF
FY2023$324K revenue · ⤓ 990 PDF
FY2022$46K revenue · ⤓ 990 PDF
FY2021$259K revenue · ⤓ 990 PDF
FY2020$203K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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