Sjl Foundation FY2024 filing

Tax-deductible

Montecito, CA501(c)(3)EIN 36-3584276

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $23K a year · 16% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $500
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$13K
-96% vs prior year
Spent
$136K
Net assets
$541K
By yearFY2020–FY2025
Revenue
$13K
FY2024▼ -96%
Revenue by fiscal year
FY2020$203K
FY2021$259K
FY2022$46K
FY2023$324K
FY2024$13K
FY2025$27K
Expenses
$136K
FY2024▲ +33%
Expenses by fiscal year
FY2020$473K
FY2021$81K
FY2022$99K
FY2023$103K
FY2024$136K
FY2025$119K
Net assets
$541K
FY2024▼ -19%
Net assets by fiscal year
FY2020$318K
FY2021$496K
FY2022$443K
FY2023$664K
FY2024$541K
FY2025$449K

From the FY2024 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1988.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 76% · $104K Operating & administrative 24% · $32K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990-PF.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Sjl Foundation executive salaries →

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Programs and updates

A private foundation based in Montecito, CA.

Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

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
Individual RecipientFY2025$2,500
Individual RecipientFY2025$2,000
Women's Fund of Santa BarbaraFY2025$1,000
Santa Barbara FoundationFY2025$1,000
Santa Barbara Puerto Vallarta Sister Cities CommitteeFY2025$338
Individual RecipientFY2025$100
Individual RecipientFY2025$100
University of Notre DameFY2025$100
Individual RecipientFY2025$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

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$13K
Investment income$13K
Money out
$136K
Grants paid$104K
Running costs$32K
Owns and owes
$541K
net assets
Cash and savings$33K
Total assets$541K
Liabilities$0
People
6
listed
Paid0
2In more detail
Revenue in detail
Investment income$13K
Total revenue$13K
Assets in detailEnd of year
Cash and savings together$33K
Total assets$541K
Liabilities$0
Net assets$541K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $27K$119K−$92K$449K 990 PDF
FY2024 Viewing $13K$136K−$123K$541K 990 PDF
FY2023 $324K$103K$222K$664K 990 PDF
FY2022 $46K$99K−$53K$443K 990 PDF
FY2021 $259K$81K$178K$496K 990 PDF
FY2020 $203K$473K−$270K$318K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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