This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $676,574 | $763,306 | $11,600 | $159,082 | $152,879 |
| FY2023 | 990 | $766,740 | $719,878 | $4,000 | $240,683 | $239,611 |
| FY2022 | 990 | $666,314 | $653,091 | $0 | $192,749 | $192,749 |
| FY2021 | 990 | $138,416 | $212,840 | $0 | $190,755 | $179,526 |
| FY2020 | 990 | $551,017 | $520,134 | $15,500 | $259,780 | $253,950 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CAL POLY FOUNDATIONSAN LUIS OBISPO, CA | WINE AND VITICULTURE DEPARTMENT | $11,600 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nathan Carlson | DIRECTOR | 5.00 | $0 |
| Wayne Kelterer | DIRECTOR | 5.00 | $0 |
| Coby Parker-Garcia | DIRECTOR | 5.00 | $0 |
| Erica Stancliff | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| THE DONATION IS FOR THE WINE SERVED AT THE VINTAGE BURGUNDY DINNER, WHICH IS SELECTED FROM THE GUILD'S CELLAR. THAT MONEY GOES TO THE GUILD'S SCHOLARSHIP FUND. |
| $5,500 |
| 2020 |
| ALLAN HANCOCK COLLEGE FOUNDATIONSANTA MARIA, CA | TO SUPPORT SCHOLARSHIP ENDOWMENT FOR STUDENTS IN THE VITICULTURE AND ENOLOGY PROGRAMS | $5,000 | 2020 |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITYSAN LUIS OBISPO, CA | TO SUPPORT THE WINE AND VITICULTURE PROGRAM | $5,000 | 2020 |
| 5.00 |
| $0 |
| Katy Rogers | PRESIDENT | 10.00 | $0 |
| Chris Shackelford | CFO/VICE PRESIDENT | 5.00 | $0 |
| Eric Johnson | SECRETARY/TREASURER | 5.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Apr 30, 2023
Filing id 202342939349300144
Form 990 · FY2022 · period ending Apr 30, 2022
Filing id 202340239349301514
Form 990 · FY2021 · period ending Apr 30, 2021
Filing id 202112569349301766
Form 990 · FY2020 · period ending Apr 30, 2020
Filing id 202130429349301348
Form 990 · FY2019 · period ending Apr 30, 2019
Filing id 201912529349300646
Form 990 · FY2018 · period ending Apr 30, 2018
Filing id 201812219349301216
Form 990 · FY2017 · period ending Apr 30, 2017
Filing id 201742549349300914
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.