Bay Foundation of Morro Bay

MORRO BAY, CA EIN: 77-0215847 Website

TO PROVIDE LEADERSHIP IN RESTORING, ENHANCING, AND PROTECTING THE MARINE RESOURCES AND WATERSHEDS OF MORRO BAY, ESTERO BAY, AND THE CENTRAL COAST OF CALIFORNIA.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$25.0M

+8.2% YoY

Annual Giving

$1.2M

Grant Count

3

Avg Grant Size

$412K

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$7M$9M20202021202220232024
Metric202420232022
Total Assets$24,962,697$23,067,560$21,069,078
Revenue$2,825,145$2,345,304$2,833,360
Expenses$3,748,878$1,781,939$2,283,896
Qualifying Distributions
Net Investment Income$945,926$804,610$1,014,889
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$309K$618K$926K$1M0 grants20200 grants20211 grants20220 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

ROSE FOUNDATION$1.2MCOMMUNITY PROJECT SUPPOR…$20KCOMMUNITY PROJECT SUPPOR…$15K

Grant Size Distribution

4 grants across all recorded years

2<$50K$50–100K1$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bay Foundation of Morro Bay fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MELODIE GRUBBSEXECUTIVE DIRECTOR$108K

From 2024 filing

NameTitleHoursCompensation
WILLIAM HENRYPRESIDENT1
JASON CURTISVICE-PRESIDENT1
LEONARD MOOTHARTTREASURER1
GARY RUGGERONESECRETARY1
TOM EDELLDIRECTOR1
SALLY KRENNDIRECTOR1
RON MUNDSDIRECTOR1
DEANNA RICHARDSDIRECTOR1
SHAUNNA SULLIVANDIRECTOR1
MELODIE GRUBBSEXECUTIVE DIRECTOR40$108,163

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

OaklandSacramentoSan Luis Obispo

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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