Private foundation (trust)EIN 943314431Est. 1999-04

Penney Family Fund

Berkeley, CA 94710

Total Assets

$7.0M

FY 2024

Annual Giving

$414K

FY 2024

Grants Made

23

FY 2024

Avg Grant

$18K

FY 2024

Grant Range

$250–$35K

Typical

Deadlines

Applications

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$425K

Total Expenses

$578K

Qualifying Distributions

$513K

Distributable Amount

$348K

Min. Investment Return

$353K

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

23 grants

Grant sizes from minimum $250 through median $20K to maximum $35K, 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 2020 to 2024. Peak $892K in 2023. Hover bars for details.

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

Top Recipients

105 grants

Georgia Shift
$115K
4 grants
Tides Foundation
$100K
5 grants
Momentum Community
$100K
4 grants
Chinese Progressive Association
$100K
4 grants
One Arizona
$92K
5 grants
We Are Down Home
$90K
4 grants
Rural Arizona Engagement RAZE
$90K
3 grants
OL Education Fund
$90K
3 grants

Grant Size Distribution

105 grants

<$10K
32
grants
$10–50K
73
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

California
$444K
22% of total
New Mexico
$365K
18% of total
Arizona
$322K
16% of total
North Carolina
$310K
16% of total
Georgia
$303K
15% of total
Oregon
$126K
6% of total
District of Columbia
$40K
2% of total
Massachusetts
$40K
2% of total
New York
$24K
1% of total
Texas
$10K
1% of total

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Penney Family Fund — Grants, Financials & Contact | Grantivo