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Also known as: ENDOWMENT FUND
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John Percival & Mary C Jefferson Endowment Fund is a private trust based in SANTA BARBARA, CA. The foundation received its IRS ruling in 1952. It holds total assets of $2.7M. Annual income is reported at $1.1M. Total assets have decreased from $3.1M in 2011 to $2.4M in 2023. The foundation is governed by 3 officers and trustees. Tax records are available from 2017 to 2024. Grantmaking is concentrated in California. According to available records, John Percival & Mary C Jefferson Endowment Fund has made 115 grants totaling $448K, with a median grant of $2K. Annual giving has grown from $76K in 2021 to $133K in 2024. Grantmaking activity was highest in 2023 with $140K distributed across 29 grants. Individual grants have ranged from $565 to $30K, with an average award of $4K. The foundation has supported 97 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$2K
Average Grant
$4K
Largest Grant
$20K
Based on 21 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
John Percival & Mary C Jefferson Endowment Fund is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 115 grants. Its grantmaking reaches organizations primarily in CA.
John Percival & Mary C Jefferson Endowment Fund has distributed a total of $448K across 115 grants. The median grant size is $2K, with an average of $4K. Individual grants have ranged from $565 to $30K.
Grants are limited to santa barbara county california.
John Percival & Mary C Jefferson Endowment Fund is headquartered in SANTA BARBARA, CA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Arthur R Gaudi | TRUSTEE | $29K | $0 | $36K |
| Patricia Allen | TRUSTEE | $29K | $0 | $35K |
| Steven M Anders | TRUSTEE | $29K | $0 | $34K |
Total Giving
$332K
Total Assets
$2.4M
Fair Market Value
$5.5M
Net Worth
$2.4M
Grants Paid
$133K
Contributions
N/A
Net Investment Income
$66K
Distribution Amount
$241K
Total: $2.3M
Total Grants
115
Total Giving
$448K
Average Grant
$4K
Median Grant
$2K
Unique Recipients
97
Most Common Grant
$2K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Music Academy Of The WestTWO FELLOWSHIPS | Santa Barbara, CA | $30K | 2024 |
| Ganna Walska LotuslandSUSTAINABLE HEALTH CARE SUMMER INTERNSHIP | Montecito, CA | $25K | 2024 |
| Thomas J GarciaMORTGAGE AND LIVING EXPENSES | Santa Barbara, CA | $20K | 2024 |
| Bruce GreenRENT & UTILITIES | Santa Barbara, CA | $11K | 2024 |
| Norrine BesserRENT ASSISTANCE | Santa Barbara, CA | $4K | 2024 |
| Telguin GuevaraRENT | Santa Barbara, CA | $3K | 2024 |
| Jean SnyderMORTGAGE & UTILITIES | Santa Barbara, CA | $2K | 2024 |
| Jerry PerezRENT | Santa Barbara, CA | $2K | 2024 |
| Johnny DeandaMORTGAGE & LIVING EXPENSES | Goleta, CA | $2K | 2024 |
| Theresa RobertsRENT | Goleta, CA | $2K | 2024 |
| Olga PeredoRENT & FOOD | Santa Barbara, CA | $2K | 2024 |
| Daniel GonzalezRENT & LIVING EXPENSES | Santa Barbara, CA | $2K | 2024 |
| Edward VillaLIVING EXPENSES | Goleta, CA | $2K | 2024 |
| Eleuteno CassanovaRENT & UTILITIES | Lompoc, CA | $2K | 2024 |
| Gilbert EsparazaMOVING EXPENSES | Santa Barbara, CA | $2K | 2024 |
| Hanna HarknessLIVING EXPENSES | Lompoc, CA | $2K | 2024 |
| Sharon SayreRENT & UTILITIES | Goleta, CA | $2K | 2024 |
| Gustavo NavarroRENT | Santa Barbara, CA | $2K | 2024 |
| Lyubov MitsukRENT | Santa Barbara, CA | $2K | 2024 |
| Anissa MoritzRENT | Santa Barbara, CA | $2K | 2024 |
| Ronnie CoulterRENT | Lompoc, CA | $2K | 2024 |
| Martha MonrealRENT & UTILITIES | Lompoc, CA | $2K | 2024 |
| Marla MorettiLIVING EXPENSES | Santa Barbara, CA | $2K | 2024 |
| Mary Ann BlakeSPECIAL FOOD | Santa Barbara, CA | $1K | 2024 |
| Paul TrujilloRENT | Santa Barbara, CA | $1K | 2024 |
| Monique WallaceRENT | Santa Barbara, CA | $1K | 2024 |
| Mary WilburLIVING EXPENSES | Santa Barbara, CA | $1K | 2024 |
| Delfino GarciaRENT | Lompoc, CA | $1K | 2024 |
| Yolanda VillegasMONTHLY EXPENSES | Santa Barbara, CA | $1K | 2024 |
| Chantal VoRENT | Santa Barbara, CA | $700 | 2024 |
| Annie MadridLIVING EXPENSES | Santa Ynez, CA | $600 | 2024 |
| Mark JonesINSURANCE PREMIUM | Carpinteria, CA | $565 | 2024 |
| Michelle SpecklerRENT, UTILITIES, MEDS | Santa Barbara, CA | $3K | 2023 |
| Marla MorelliRENT INCREASE AND MEDS | Santa Barbara, CA | $3K | 2023 |
| Penny CollinsLIVING EXPENSES | Santa Barbara, CA | $3K | 2023 |
| Lucy MoggiaMORTGAGE AND UTILITIES | Goleta, CA | $3K | 2023 |
| Sylvia DannerINSURANCE PREMIUMS | Santa Barbara, CA | $3K | 2023 |
| Andres ChavezRENT | Santa Barbara, CA | $3K | 2023 |
| Jon GivetzRENT | Santa Barbara, CA | $3K | 2023 |
| Ricardo ArroyoLIVING EXPENSES | Santa Barbara, CA | $3K | 2023 |
| Cynthia AlonzoRENT AND UTILITIES | Santa Barbara, CA | $3K | 2023 |
| Marta MazukLIVING EXPENSES | Lompoc, CA | $2K | 2023 |
| Gustavo DiazLIVING EXPENSES | Santa Barbara, CA | $2K | 2023 |
| Elizabeth AmidonRENT | Goleta, CA | $2K | 2023 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA