CALIFORNIA POLYTECHNIC STATE UNIVERSITY

SAN LUIS OBISPO, CA, 93401 (805) 756-5864 Est. 2006 EIN 20-4927897
B11 - Single Organization Support 990 - Public charity return 501(c)(3)
www.foundation.calpoly.edu

Mission

TO PROVIDE AND AUGMENT PROGRAMS THAT ARE AN INTEGRAL PART OF THE EDUCATIONAL MISSION OF THE UNIVERSITY, PRIMARILY IN THE ACQUISITION, INVESTMENT AND ADMINISTRATION OF GIFTS AND ENDOWMENTS FOR THE BENEFIT OF THE UNIVERSITY.

Giving Portfolio

Total Grants
33
Total Giving
$193.6M
Recipients
25
Years Active
2017 - 2024
Avg grant: $6,046,731 Median: $3,391,739

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20244$32.4M $8.1M03
20234$32.9M $8.2M03
20224$25.2M $6.3M03
20214$25.8M $6.5M03
20204$18.9M $4.7M03
20194$22.5M $5.6M12
20183$17.7M $5.9M02
20176$18.1M $3.0M50

Sectors Funded

Education
15

Top States

California
31
Maryland
1
Indiana
1

Grantee Size Profile

Over $50M
9
$10M - $50M
6

Top Grantees

CALIFORNIA POLYTECHNIC STATE UNIVERSITY
CA - 16 grants
$169.6M
CA - 8 grants
$23.4M
UNIVERSITY OF MARYLAND
MD
$10K

Grants Awarded · 16 grants

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Financials

Total Revenue
$62,571,176
Total Expenses
$67,383,655
Net Assets
$447,425,427
21 volunteers
From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve
6.6 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 16.3%
Expenses ↑ 31.3%
Revenue Sources
Contributions 80.4% Investment 19.6%
Expense Breakdown
Program 91.4% Management 1.8% Fundraising 6.8%

Officers & Trustees (27)

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Filing History (8 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jul 1, 2024 to Jun 30, 2025
$62,571,176 ↓$67,383,655$447,425,427
2023 990 - Public charity return
Jul 1, 2023 to Jun 30, 2024
$74,723,223 ↑$51,314,550$420,670,055
2022 990 - Public charity return
Jul 1, 2022 to Jun 30, 2023
$46,982,068 ↓$46,371,070$389,754,427
2021 990 - Public charity return
Jul 1, 2021 to Jun 30, 2022
$59,131,933 ↑$57,544,624$373,184,932
2020 990 - Public charity return
Jul 1, 2020 to Jun 30, 2021
$44,339,782 ↓$40,325,198$417,635,687
2019 990 - Public charity return
Jul 1, 2019 to Jun 30, 2020
$48,841,710 ↑$39,260,409$361,703,067
2018 990 - Public charity return
Jul 1, 2018 to Jun 30, 2019
$44,057,764 ↓$35,353,848$370,167,908
2017 990 - Public charity return
Jul 1, 2017 to Jun 30, 2018
$57,843,515 $44,366,532$360,096,314

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EIN: 20-4927897 · Source: IRS Form 990 e-file data