Funder DirectoryTHE J W AND SANDRA L
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Private foundation (trust)EIN 812945933Est. 2017-06

THE J W AND SANDRA L

NEWPORT BEACH, CA 92660

Total Assets

$21.0M

FY 2023

Annual Giving

$1.0M

FY 2023

Grants Made

23

FY 2023

Avg Grant

$45K

FY 2023

Grant Range

$5K–$100K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$1.0M

Donations to public charities

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$1.4M

Total Expenses

$1.2M

Qualifying Distributions

$1.0M

Distributable Amount

$1.0M

Min. Investment Return

$1.0M

Undistributed Income

$1.0M

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 $5K through median $36K to maximum $100K, 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

3 years

Giving over time from 2020 to 2023. Peak $1.7M in 2022. Hover bars for details.

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

Top Recipients

72 grants

CHILDRENS HOSPITAL OF ORANGE CNTY
$650K
1 grant
CASA TERESA
$450K
3 grants
BOYS HOPE GIRLS HOPE
$325K
3 grants
SHARE OURSELVES
$300K
3 grants
CIRCLE 1000 HOAG FAMILY
$225K
2 grants
SENECA FAMILY OF AGENCIES
$165K
3 grants
ST JUDE CHILDREN'S HOSPITAL
$122K
2 grants
CHILDRENS HOSPITAL OF
$120K
2 grants

Grant Size Distribution

72 grants

<$10K
4
grants
$10–50K
45
grants
$50–250K
22
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

7 states

California
$3.1M
84% of total
Tennessee
$187K
5% of total
Maryland
$130K
3% of total
Texas
$101K
3% of total
New York
$69K
2% of total
Illinois
$57K
2% of total
Kansas
$57K
2% of total

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THE J W AND SANDRA L — Grants, Financials & Contact | Grantivo