Private foundation (trust)EIN 330853742Est. 1999-06
THE ROBERT & LOIS ATHERTON FOUNDATION
SAN JUAN CAPISTRANO, CA 92675
Total Assets
$252K
FY 2023
Annual Giving
$15K
FY 2023
Grants Made
1
FY 2023
Avg Grant
$15K
FY 2023
Grant Range
$15K–$15K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Expenses
$17K
Qualifying Distributions
$15K
Distributable Amount
$13K
Min. Investment Return
$13K
Undistributed Income
$12K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
5 grants
Grant Size Distribution
5 grants
Geographic Focus
1 states
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