This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024amended | 990 | $16,248,061 | $12,001,905 | $9,584,912 | $13,712,044 | $10,455,085 |
| FY2023 | 990 | $14,102,544 | $12,138,918 | $39,090 | $9,748,113 | $5,943,084 |
| FY2022 | 990 | $6,236,095 | $6,233,236 | $28,849 | $6,299,096 | $3,831,696 |
| FY2021 | 990 | $4,737,613 | $3,999,506 | $3,400 | $7,212,040 | $4,103,443 |
| FY2020 | 990 | $2,477,422 | $4,698,598 | $0 | $7,332,155 | $3,365,336 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
No public data foundWhere recipients are
Based on the 25% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CRYSTAL COVE MANAGEMENT COMPANYNEWPORT COAST, CA | RESTORATION OF HISTORIC COTTAGES ON STATE OF CA PARK LAND MANAGED BY RECIPIENT. | $9,510,247 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Leslie Ann 'Teddie' Ray | CHAIR | 1.00 | $0 |
| Doug Le Bon | VICE CHAIR | 1.00 | $0 |
| Richard Swinney | SECRETARY | 1.00 | $0 |
| Eric Smyth | TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| UNIVERSITY OF CALIFORNIA IRVINEIRVINE, CA |
| SUPPORT FOR RESEARCH PROGRAM. |
| $74,665 |
| 2024 |
| DAVEY'S LOCKERNEWPORT BEACH, CA | BOATING FOR STUDENTS | $39,090 | 2023 |
| DAVEY'S LOCKERNEWPORT BEACH, CA | BOATING FOR STUDENTS | $28,400 | 2022 |
| 1.00 |
| $0 |
| Alan Bedekar | DIRECTOR | 1.00 | $0 |
| Anie Aklian Robinson | DIRECTOR | 1.00 | $0 |
| Caleb Silsby | DIRECTOR | 1.00 | $0 |
| Cyd Swerdlow | DIRECTOR | 1.00 | $0 |
| Gavin Herbert | DIRECTOR | 1.00 | $0 |
| Gerald F Scheck | DIRECTOR | 1.00 | $0 |
| Glenn Bozarth | DIRECTOR | 1.00 | $0 |
| Jeffrey Cole | DIRECTOR | 1.00 | $0 |
| Laura Davick | DIRECTOR | 1.00 | $0 |
| Magnus Egerstedt | DIRECTOR | 1.00 | $0 |
| Mara Murray | DIRECTOR | 1.00 | $0 |
| Sara Lowell | DIRECTOR | 1.00 | $0 |
| Stephanie Quesada | DIRECTOR | 1.00 | $0 |
| Stephen Zotovich | DIRECTOR | 1.00 | $0 |
| Nathan Chiaverini | DIRECTOR | 1.00 | $0 |
| Al Bennett | DIRECTOR | 1.00 | $0 |
| Shelley Thunen | DIRECTOR | 1.00 | $0 |
| Shannon Kate Wheeler | PRESIDENT/CEO | 40.00 | $240,700 |
| Hallie Jones | VICE PRESIDENT | 40.00 | $49,725 |
| Cindy Otto | DIRECTOR OF ADVANCEMENT | 40.00 | $102,138 |
| Rex Austin Barrow | CHIEF OF OPERATIONS | 40.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2024 · period ending Jun 30, 2024 · amendedIRS bulk XML
Filing id 202531829349301913
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202401369349317710
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202332909349300003
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202201339349310200
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202111379349307481
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 202020469349300532
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201910439349300236
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201800459349302055
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201720429349300717
Form 990 · FY2015 · period ending Jun 30, 2015
Filing id 201720409349301757
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.