How to apply
Preselected only
The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.
Assets and giving by year
-
Tax year 2024
$111,600
- Grants listed
- 21
- Assets, end of year
- $2,292,623
-
Tax year 2023
$91,050
- Grants listed
- 27
- Assets, end of year
- $2,196,523
-
Tax year 2022
$129,050
- Grants listed
- 11
- Assets, end of year
- $2,312,438
-
Tax year 2021
$241,993
- Grants listed
- 36
- Assets, end of year
- $2,632,222
-
Tax year 2020
$45,370
- Grants listed
- 22
- Assets, end of year
- $2,803,144
-
Tax year 2019
$162,121
- Grants listed
- 20
- Assets, end of year
- $2,846,630
-
Tax year 2018
$151,280
- Grants listed
- 20
- Assets, end of year
- $2,955,000
Grants paid in 2024
As listed on the return.
-
American Endowment FoundationHudson, OH
General fund
$25,000 -
Orange County Sheriff's Advisory CouncilSanta Ana, CA
General fund
$15,000 -
Dunn SchoolLos Olivos, CA
General fund
$10,000 -
Laguna Blanca SchoolSanta Barbara, CA
General fund
$10,000 -
Decorative Arts SocietyNewport Beach, CA
General fund
$9,700 -
Decorative Arts SocietyNewport Beach, CA
General fund
$9,700 -
High Line Canal ConservancyCentennial, CO
General fund
$5,000 -
Art Students League of DenverDenver, CO
General fund
$5,000 -
Hoag Hospital Foundationcircle 1000Newport Beach, CA
General fund
$3,000 -
Public Interest Legal FoundationAlexandria, VA
General fund
$2,500 -
National Society Sons of the AmericaLouisville, KY
General fund
$2,500 -
Jamestowne Society IncWilliamsburg, VA
General fund
$2,500 -
Hoag ClassicNew Port Beach, CA
General fund
$2,500 -
Young America's FoundationReston, VA
General fund
$2,500 -
SupportabilityIrvine, CA
General fund
$1,500 -
The Pacific Club Impact FoundationNewport Beach, CA
General fund
$1,500 -
Childhelp Orange CountyNewport Beach, CA
General fund
$1,400 -
Orange County Community FoundationIrvine, CA
General fund
$1,000 -
SupportabilityIrvine, CA
General fund
$500 -
Angelitos de OroSanta Ana, CA
General fund
$500 -
Mater Dei Heigh SchoolSanta Ana, CA
General fund
$300
Where the money goes
By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.
- Philanthropy and grantmaking3 grants $27,50032% of the total
- Education4 grants $22,00025% of the total
- Human services2 grants $19,40022% of the total
- Crime and legal aid2 grants $17,50020% of the total
By State
Grants to organizations with a US address, latest year.
- California14 grants $66,600
- Ohio1 grant $25,000
- Colorado2 grants $10,000
- Virginia3 grants $7,500
- Kentucky1 grant $2,500
Officers, directors and trustees
As filed on the return, with average hours per week and pay from the foundation.
- Richard BerteaDIRECTOR Hours 0Pay $0
- Hyla BerteaCFO/SECY Hours 0Pay $0
- Baret Bertea WalkerPRESIDENT Hours 0Pay $0
- Alexander BerteaDIRECTOR Hours 0Pay $0
- Blake BerteaDIRECTOR/ASST SECY Hours 0Pay $0
- Beth Bay BerteaDIRECTOR Hours 0Pay $0
The return
More foundations
- Private foundations in California
- Private foundations in Newport Beach
- Foundations that fund philanthropy and grantmaking in California
- Foundations that fund education in California
- Foundations that fund human services in California
Similar foundations
Same main cause (philanthropy and grantmaking), giving between a quarter and four times this foundation’s where possible, nearby first.
- The Louise Merage Family Foundation 5 grants Preselected only $215,290 giving
- Fuller Family Foundation 1 grant Preselected only $237,230 giving
- Ellen F Gordon Charitable Trust 9 grants Preselected only $337,100 giving
- Blaire and Benno Dorer Foundation fka Second Mountain Foundation 5 grants Preselected only $112,000 giving
- The Yaspan-Unterberg Foundation Inc 49 grants Preselected only $112,150 giving