Andree D Vail Trust
Andree D Vail Trust is a private foundation, based in San Diego, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 4 grants totaling $131K. Net investment income was $85K.
Andree D Vail Trust at a glance
In short: Andree D Vail Trust gave $131K across 4 grants in 2025 (avg $33K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $130,823
- +13.5% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $32,706
- +13.5% vs 2024
- Median grant
- $35,000
- Total assets
- $1,566,054
- -3.0% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Andree D Vail Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was La Jolla Music Society ($50K). Together the top 4 received $131K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 15 grants of 21 (71%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Andree D Vail Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $112K (2021) to $134K (2022). In 2025 it made 4 grants totaling $131K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| La Jolla Music Society La Jolla, CA | Donation to General Fund | $50,000 |
| San Diego Symphony San Diego, CA | Donation to General Fund | $50,000 |
| La Jolla Athenaeum La Jolla, CA | Donation to General Fund | $20,000 |
| Helen Woodward Animal Center Rancho Santa Fe, CA | Donation to General Fund | $10,823 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,566,054 | $141,257 | $189,480 | $130,823 | 4 | $133,683 | $85,460 | $141,335 |
| 2024 | $1,614,277 | $150,695 | $169,651 | $115,277 | 4 | $118,003 | $99,047 | $133,549 |
| 2023 | $1,633,233 | $106,653 | $168,987 | $120,675 | 4 | $123,054 | $60,720 | $117,656 |
| 2022 | $1,695,567 | $20,613 | $185,198 | $134,024 | 5 | $136,563 | — | $123,214 |
| 2021 | $1,860,903 | $149,055 | $166,801 | $112,083 | 4 | $114,839 | $97,093 | $136,780 |
| 2020 | $1,877,898 | $-134,927 | $163,183 | $117,000 | 4 | — | $1,353 | $114,739 |
| 2019 | $2,176,008 | $-1,916 | $172,010 | $125,140 | 4 | — | $13,179 | $119,432 |
Under IRS private-foundation payout rules, Andree D Vail Trust reported a distributable amount of $141K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Andree D Vail Trust is led by Meredith L. Brown, Successor Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Meredith L. Brown
Successor Trustee
On filings since 2020
5 hrs/week
$6K (2020) → $29K (2025)
Former officers (2)
- Former: John W. Brown Dec'd (2020) — Trustee
- Former: John W. Brown (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $29K, to Meredith L Brown (Successor Trustee).
Frequently asked questions about Andree D Vail Trust
How much does Andree D Vail Trust give each year?
Andree D Vail Trust gave $131K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $115K across 4 grants.
What is Andree D Vail Trust's typical grant size?
Andree D Vail Trust's median grant in 2025 was $35,000, and its average grant was $32,706, across 4 grants on its 2025 IRS Form 990-PF.
Where does Andree D Vail Trust give grants?
Andree D Vail Trust gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were La Jolla, CA (2 grants).
Does Andree D Vail Trust give general operating support?
Yes: 100% of Andree D Vail Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Andree D Vail Trust?
Andree D Vail Trust reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $134K in qualifying distributions that year, against a required minimum of $141K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 6, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 16, 2026)
- IRS filings on file for fiscal years 2020–2024
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