Private foundation (trust)EIN 943180069Est. 1993-06

DAVID J & MARY L

OAKLAND, CA 94621

Total Assets

$7.6M

FY 2023

Annual Giving

$883K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$126K

FY 2023

Grant Range

$3K–$800K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$120K

Total Expenses

$905K

Qualifying Distributions

$894K

Distributable Amount

$375K

Min. Investment Return

$376K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $3K through median $10K to maximum $800K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2018 to 2023. Peak $883K in 2023. Hover bars for details.

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

Top Recipients

23 grants

INDEPENDENT INSTITUTE
$1.1M
2 grants
THE INDEPENDENT INSTITUTE
$625K
2 grants
BIZWORLD
$100K
2 grants
SALVATION ARMY
$81K
3 grants
BIZWORLDORG
$60K
2 grants
CS LEWIS SOCIETY OF CA
$25K
1 grant
RIORDAN CLINIC
$23K
3 grants
CS LEWIS SOCIETY OF CALIFORNIA
$20K
1 grant

Grant Size Distribution

23 grants

<$10K
9
grants
$10–50K
10
grants
$50–250K
$250K–1M
4
grants
$1–5M
$5M+

Geographic Focus

4 states

California
$2.0M
98% of total
Kansas
$26K
1% of total
District of Columbia
$5K
0% of total
Virginia
$3K
0% of total

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DAVID J & MARY L — Grants, Financials & Contact | Grantivo