The California State Capitol

Form 990-PFTax year 2024EIN 33-0005441

Whitecross Foundation

A private foundation in Newport Beach, CA. Its return for tax year 2024 lists 21 grants and $111,600 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

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

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • 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

21 grants, largest first

As listed on the return.

  1. American Endowment FoundationHudson, OH

    General fund

    $25,000
  2. Orange County Sheriff's Advisory CouncilSanta Ana, CA

    General fund

    $15,000
  3. Dunn SchoolLos Olivos, CA

    General fund

    $10,000
  4. Laguna Blanca SchoolSanta Barbara, CA

    General fund

    $10,000
  5. Decorative Arts SocietyNewport Beach, CA

    General fund

    $9,700
  6. Decorative Arts SocietyNewport Beach, CA

    General fund

    $9,700
  7. High Line Canal ConservancyCentennial, CO

    General fund

    $5,000
  8. Art Students League of DenverDenver, CO

    General fund

    $5,000
  9. Hoag Hospital Foundationcircle 1000Newport Beach, CA

    General fund

    $3,000
  10. Public Interest Legal FoundationAlexandria, VA

    General fund

    $2,500
  11. National Society Sons of the AmericaLouisville, KY

    General fund

    $2,500
  12. Jamestowne Society IncWilliamsburg, VA

    General fund

    $2,500
  13. Hoag ClassicNew Port Beach, CA

    General fund

    $2,500
  14. Young America's FoundationReston, VA

    General fund

    $2,500
  15. SupportabilityIrvine, CA

    General fund

    $1,500
  16. The Pacific Club Impact FoundationNewport Beach, CA

    General fund

    $1,500
  17. Childhelp Orange CountyNewport Beach, CA

    General fund

    $1,400
  18. Orange County Community FoundationIrvine, CA

    General fund

    $1,000
  19. SupportabilityIrvine, CA

    General fund

    $500
  20. Angelitos de OroSanta Ana, CA

    General fund

    $500
  21. 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.

  1. Philanthropy and grantmaking3 grants $27,50032% of the total
  2. Education4 grants $22,00025% of the total
  3. Human services2 grants $19,40022% of the total
  4. Crime and legal aid2 grants $17,50020% of the total

By State

Grants to organizations with a US address, latest year.

  1. California14 grants $66,600
  2. Ohio1 grant $25,000
  3. Colorado2 grants $10,000
  4. Virginia3 grants $7,500
  5. Kentucky1 grant $2,500

Officers, directors and trustees

6 people as filed

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

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Same main cause (philanthropy and grantmaking), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The Louise Merage Family FoundationNewport Beach, CA 5 grants Preselected only $215,290 giving
  2. Fuller Family FoundationNewport Beach, CA 1 grant Preselected only $237,230 giving
  3. Ellen F Gordon Charitable TrustNewport Beach, CA 9 grants Preselected only $337,100 giving
  4. Blaire and Benno Dorer Foundation fka Second Mountain FoundationMill Valley, CA 5 grants Preselected only $112,000 giving
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