Funder DirectoryBURT E FUGATE AND ANNE L FUGATE
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Private foundation (trust)EIN 770530246Est. 2000-04

BURT E FUGATE AND ANNE L FUGATE

SANTA MARIA, CA 93456

Total Assets

$810K

FY 2023

Annual Giving

$30K

FY 2023

Grants Made

2

FY 2023

Avg Grant

$15K

FY 2023

Grant Range

$15K–$15K

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$150K

Total Expenses

$33K

Qualifying Distributions

$31K

Distributable Amount

$33K

Min. Investment Return

$35K

Undistributed Income

$31K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2017 to 2023. Peak $32K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

13 grants

ALLAN HANCOCK COMMUNITY COLLEGE FOUNDATION
$81K
6 grants
CAL POLY FOUNDATION
$81K
6 grants
SOLVANG THEATERFEST
$3K
1 grant

Grant Size Distribution

13 grants

<$10K
2
grants
$10–50K
11
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

California
$165K
100% of total

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