Funder DirectoryW SHERMAN WINSEMAN FOUNDATION
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Private foundation (trust)EIN 953202989Est. 1978-03

W SHERMAN WINSEMAN FOUNDATION

RANCHO SAN CLEMENTE, CA 92673

Total Assets

$18.7M

FY 2023

Annual Giving

$510K

FY 2023

Grants Made

26

FY 2023

Avg Grant

$20K

FY 2023

Grant Range

$500–$154K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$1.1M

Total Expenses

$987K

Qualifying Distributions

$873K

Distributable Amount

$857K

Min. Investment Return

$868K

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

26 grants

Grant sizes from minimum $500 through median $2K to maximum $154K, 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 $510K in 2023. Hover bars for details.

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

Top Recipients

69 grants

MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY
$223K
3 grants
NEW DIRECTIONS FOR VETERANS
$159K
3 grants
HAVEN HOUSE
$114K
2 grants
RONALD MCDONALD HOUSE
$74K
2 grants
VALLEY ACHIEVEMENT CENTER
$43K
2 grants
WEST COAST UNIVERSITY
$29K
1 grant
TOYS FOR TOTS
$24K
3 grants
SERRA FOOD PANTRY
$21K
3 grants

Grant Size Distribution

69 grants

<$10K
55
grants
$10–50K
8
grants
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

California
$715K
86% of total
Michigan
$114K
14% of total
Tennessee
$3K
0% of total
Virginia
$2K
0% of total
Arizona
$1K
0% of total

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W SHERMAN WINSEMAN FOUNDATION — Grants, Financials & Contact | Grantivo