Andree D Vail Trust
Andree D Vail Trust is a private foundation, based in LA JOLLA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 4 grants totaling $115K. Net investment income was $99K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
-1.2% YoY
Annual Giving
$115K
-4.5% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$29K
-4.5% YoY
Under IRS private-foundation payout rules, Andree D Vail Trust reported a distributable amount of $134K for 2024 — the minimum it must pay out in qualifying distributions.
About Andree D Vail Trust
Based on IRS filings
Andree D Vail Trust is a private foundation, based in LA JOLLA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 4 grants totaling $115K. Net investment income was $99K.
Ready to take the next step with Andree D Vail Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,614,277 | $1,633,233 | $1,695,567 |
| Revenue | $150,695 | $106,653 | $20,613 |
| Expenses | $169,651 | $168,987 | $185,198 |
| Qualifying Distributions | $118,003 | $123,054 | $136,563 |
| Net Investment Income | $99,047 | $60,720 | — |
| Distributable Amount | $133,549 | $117,656 | $123,214 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include San Diego Symphony ($50,000), La Jolla Athenaeum ($30,000), La Jolla Music Society ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HELEN WOODWARD ANIMAL CENTER RANCHO SANTA FE, CA | DONATION TO GENERAL FUND | $5,277 |
| LA JOLLA ATHENAEUM LA JOLLA, CA | DONATION TO GENERAL FUND | $30,000 |
| LA JOLLA MUSIC SOCIETY LA JOLLA, CA | DONATION TO GENERAL FUND | $30,000 |
| SAN DIEGO SYMPHONY SAN DIEGO, CA | DONATION TO GENERAL FUND | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MEREDITH L BROWN | SUCCESSOR TRUSTEE | 5 | $27,259 |
Frequently Asked Questions
How large is Andree D Vail Trust?
As of 2024, Andree D Vail Trust holds $1.6M in total assets with $151K in annual revenue. It awarded 4 grants totaling $115K in 2024.
Where does Andree D Vail Trust operate?
Andree D Vail Trust has awarded grants in California, New York.
What size grants does Andree D Vail Trust award?
In 2024, Andree D Vail Trust awarded 4 grants totaling $115K — an average of about $29K per grant, based on its IRS Form 990 filings.
How much is Andree D Vail Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Andree D Vail Trust reported a distributable amount of $134K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Andree D Vail Trust's EIN?
Andree D Vail Trust's EIN (Employer Identification Number) is 87-6272874. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Andree D Vail Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.