Funder DirectoryTHE DEAN WITTER FOUNDATION
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Private foundation (trust)EIN 946065150Est. 1954-04

THE DEAN WITTER FOUNDATION

SAN RAFAEL, CA 94903

Accepts unsolicited proposals

Total Assets

$9.2M

FY 2023

Annual Giving

$301K

FY 2023

Grants Made

13

FY 2023

Avg Grant

$23K

FY 2023

Grant Range

$6K–$30K

Typical

Deadlines

NO

Applications

Financial Snapshot

2023 filing

Total Revenue

$365K

Total Expenses

$405K

Qualifying Distributions

$341K

Distributable Amount

$426K

Min. Investment Return

$430K

Undistributed Income

$86K

Payout rate 80%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.80%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $6K through median $25K to maximum $30K, 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

6 years

Giving over time from 2017 to 2023. Peak $15.1M in 2017. Hover bars for details.

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

Top Recipients

115 grants

SCHWAB CHARITABLE (SEE ATTACHED EXHIBIT 3)
$7.1M
1 grant
SCHWAB CHARITABLE (SEE ATTACHED EXHIBIT 4)
$7.1M
1 grant
BELLEVUE SCHOOLS FOUNDATION
$148K
7 grants
PENINSULA COLLEGE FUND
$113K
4 grants
NATUREBRIDGE
$105K
4 grants
FRIENDS OF KEXP
$90K
4 grants
THE THACHER SCHOOL
$80K
2 grants
NORTHCOAST REGIONAL LAND TRUST
$80K
3 grants

Grant Size Distribution

115 grants

<$10K
27
grants
$10–50K
86
grants
$50–250K
$250K–1M
$1–5M
$5M+
2
grants

Geographic Focus

8 states

Florida
$14.2M
86% of total
California
$1.4M
9% of total
Washington
$716K
4% of total
Colorado
$177K
1% of total
Iowa
$25K
0% of total
Massachusetts
$15K
0% of total
New York
$10K
0% of total
New Hampshire
$5K
0% of total

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THE DEAN WITTER FOUNDATION — Grants, Financials & Contact | Grantivo