Nonprofit · EIN 77-0460885
FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES
Tax-exempt · SN LUIS OBISP, CA 93406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $434,557 | $408,490 | $26,067 | $5,466,729 | $600 | $5,466,129 |
| June 30, 2025 | 990 | $226,067 | $150,036 | $76,031 | $4,904,789 | $1,200 | $4,903,589 |
| June 30, 2024 | 990 | $177,769 | $165,009 | $12,760 | $4,464,252 | $600 | $4,463,652 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $252,294
- Program service revenue
- $0
- Investment income
- $182,263
- Net gain from sales of assets
- -$24,066
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $5,046
- Program services (functional)
- $402,951
- Management and general (functional)
- $5,539
Balance sheet and other
- Total assets, start of year
- $4,904,789
- Total assets, end of year
- $5,466,729
- Total liabilities, end of year
- $600
- Net assets, end of year
- $5,466,129
- Net assets without donor restrictions
- $5,202,204
- Net assets with donor restrictions
- $263,925
- Gross receipts
- $458,623
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1998
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL DUCHAK | SECRETARY Trustee or director | 0 | $0 |
| KRISTIN BRIDGEFORD | DIRECTOR Trustee or director | 0 | $0 |
| JASON CAPELL | DIRECTOR Trustee or director | 0 | $0 |
| VICTORIA SCHMIDT | DIRECTOR Trustee or director | 0 | $0 |
| JOAN HURWIT | DIRECTOR Trustee or director | 0 | $0 |
| JOHN MCCARTHY | DIRECTOR Trustee or director | 0 | $0 |
| KALYN JOSEPHSON | DIRECTOR Trustee or director | 0 | $0 |
| JULIANE MCADAM | PRESIDENT Officer | 0 | $0 |
| ELIZABETH MANAK | VICE PRESIDENT Officer | 0 | $0 |
| CHARLOTTE ALEXANDER | TREASURER Officer | 0 | $0 |
990 for the year ended June 30, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTY LUNDSTROM | SECRETARY Trustee or director | 0 | $0 |
| KRISTIN BRIDGEFORD | DIRECTOR Trustee or director | 0 | $0 |
| MARLYS MCPHERSON | DIRECTOR Trustee or director | 0 | $0 |
| VICTORIA SCHMIDT | DIRECTOR Trustee or director | 0 | $0 |
| JOAN HURWIT | DIRECTOR Trustee or director | 0 | $0 |
| RACHEL DUCHAK | DIRECTOR Trustee or director | 0 | $0 |
| JOHN MCCARTHY | DIRECTOR Trustee or director | 0 | $0 |
| JULIANE MCADAM | PRESIDENT Officer | 0 | $0 |
| ELIZABETH MANAK | VICE PRESIDENT Officer | 0 | $0 |
| CHARLOTTE ALEXANDER | TREASURER Officer | 0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIN BRIDGEFORD | DIRECTOR Trustee or director | 0 | $0 |
| MARLYS MCPHERSON | DIRECTOR Trustee or director | 0 | $0 |
| MARLIE SCHMIDT | DIRECTOR Trustee or director | 0 | $0 |
| JOAN HURWIT | DIRECTOR Trustee or director | 0 | $0 |
| JULIANE MCADAM | PRESIDENT Officer | 0 | $0 |
| ELIZABETH MANAK | VICE PRESIDENT Officer | 0 | $0 |
| KRISTY LUNDSTROM | SECRETARY Officer | 0 | $0 |
| CHARLOTTE ALEXANDER | TREASURER Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12942, SN LUIS OBISP, CA 93406-2942
- In care of
- % LYN BAKER
- Principal officer (990 for 2025)
- JULIANE MCADAM, PO BOX 12942, SAN LUIS OBISPO, CA 93406
- Signed the 990
- JULIANE MCADAM, PRESIDENT
- Phone
- (805) 316-1579
- Website
- WWW.SLOLIBRARYFOUNDATION.ORG
- Return prepared by
- LONGCRIER & ASSOCIATES CPAS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0460885 or by the name FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SEE SCHEDULE O
Program accomplishments
- PROVIDE SUPPORT FUNDING FOR PROGRAMS AND COLLECTION DEVELOPMENT TO THE SAN LUIS OBISPO COUNTY PUBLIC LIBRARY SYSTEM.Expenses $402,951
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0460885
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B70)
- Assets (IRS master file)
- $5,466,729
- Income (IRS master file)
- $458,623
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $434,557 | $408,490 | $5,466,729 | XML |
| 990 | June 2025 | $226,067 | $150,036 | $4,904,789 | XML |
| 990 | June 2024 | $177,769 | $165,009 | $4,464,252 | XML |
| 990 | June 2023 | $1,367,037 | $95,764 | $4,189,992 | IRS |
| 990 | June 2022 | $2,368,394 | $185,707 | $2,858,580 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0460885).
Questions about FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES
- What is the EIN of FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES?
- The employer identification number (EIN) of FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES is 77-0460885.
- Is FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES?
- The 990 for the year ended June 30, 2026 names JULIANE MCADAM.
- Who are the officers and directors of FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES?
- The 990 for the year ended June 30, 2026 lists 10 people; 0 received compensation from the organization.
- How much revenue does FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $434,557, expenses of $408,490 and total assets of $5,466,729 at year end.
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