Andree D Vail Trust

LA JOLLA, CA EIN: 87-6272874

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

La JollaNew YorkRancho Santa FeSan Diego

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$51K$102K$153K$204K20202021202220232024
Metric202420232022
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

$0$34K$67K$101K$134K4 grants20204 grants20215 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

SAN DIEGO SYMPHONY$50KLA JOLLA ATHENAEUM$30KLA JOLLA MUSIC SOCIETY$30KHELEN WOODWARD ANIMAL CE…$5K

Grant Size Distribution

21 grants across all recorded years

16<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MEREDITH L BROWNSUCCESSOR TRUSTEE$27K

From 2024 filing

NameTitleHoursCompensation
MEREDITH L BROWNSUCCESSOR TRUSTEE5$27,259

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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