Annette M Williams Charitable Foundation
The Annette M Williams Charitable Foundation is a private foundation based in San Bernardino, California. It made 42 grants totaling $754,995 in 2024, supporting organizations with purposes including medical, youth, community, educational, athletic, religious, and special-needs outreach.
Annette M Williams Charitable Foundation at a glance
In short: Annette M Williams Charitable Foundation gave $755K across 42 grants in 2024 (avg $18K), mostly in California. 14% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $754,995
- +21.2% vs 2023
- Grants made (2024)
- 42
- -30.0% vs 2023
- Average grant
- $17,976
- +73.1% vs 2023
- Median grant
- $8,750
- Total assets
- $12,977,421
- +1.8% vs 2023
- New grantees (estimate)
- 14% first-time grantees (6 of 42, 2024)
- Primary geography
- California (55% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Annette M Williams Charitable Foundation
- How to Apply
-
The filing says there is no set form. Applicants must provide proof of tax-exempt status, describe the organization’s charitable purpose, and indicate what the contribution will be used for. The foundation does not restrict giving to preselected organizations, and the filing lists no restrictions on awards.
- Review Cycle
- None listed.
- Deadline
- None listed.
- Contact
Application contact: Wilfrid Lemann
Mailing address: 215 North D Street 1St Floor, San Bernardino, CA 92401
Phone: (909) 889-3691
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Annette M Williams Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Dignity Health Foundation ($153K). Together the top 10 received $539K.
Grant Size Distribution
253 grants across all recorded years
The most common grant size was under $50K: 232 grants of 253 (92%).
Geographic Focus
Where this funder awards grants
In 2024, 55% of grant dollars went to recipients in California, 31% to Michigan, 11% to Arizona, and 3% to Florida.
Grant Distribution by State
Share of 2024 grant dollars across all 42 itemized grants.
Cities
Is Annette M Williams Charitable Foundation open to new grantees?
14%
first-time grantees, 2024
In 2024, 6 of 42 grantees (14%) were first-time recipients. First grants averaged $19K; repeat grants $18K. How we count
Medians: $4K first-time, $10K repeat.
- 67% of 2024 grantees were also funded in 2023. Method
- Giving grew 94% from 2021 to 2024. Method
- In 2024 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $388K (2021) to $1.4M (2020). In 2024 it made 42 grants totaling $755K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dignity Health Foundation San Bernardino, CA | Medical/Community Outreach | $153,000 |
| Eastern Ottawa Young Life Hudsonville, MI | Youth/Community Outreach | $90,000 |
| Mission Edge-Switchfoot Bro-Am Foundation San Diego, CA | Youth Community Outreach | $55,000 |
| Family Service Association of Redlands Redlands, CA | Community Outreach | $50,000 |
| PMBA Prescott, AZ | Athletic/Community Outreach | $50,000 |
| Yucaipa High School Yucaipa, CA | Educational/Athletic Outreach | $49,995 |
| Making Hope Happen San Bernardino, CA | Youth Community Outreach | $27,500 |
| CRU - University of Michigan Orlando, FL | Spiritual/Community Outreach | $24,000 |
| Abide Ministries Rochester, MI | Community/Religious Outreach | $20,000 |
| Georgetown Harmony Homes Jenison, MI | Special Needs/Community Outreach | $20,000 |
Ready to take the next step with Annette M Williams Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $12,977,421 | $1,112,543 | $880,921 | $754,995 | 42 | $754,995 | $1,003,259 | $762,137 |
| 2023 | $12,745,799 | $906,182 | $711,114 | $623,000 | 60 | $623,000 | $822,374 | $680,237 |
| 2022 | $12,550,731 | $589,925 | $715,644 | $588,500 | 43 | $588,500 | $486,179 | $693,668 |
| 2021 | $12,676,450 | $803,783 | $481,733 | $388,200 | 28 | $348,200 | $672,095 | $751,859 |
| 2020 | $12,354,400 | $518,662 | $1,529,569 | $1,355,000 | 80 | — | $349,038 | $698,773 |
| 2019 | $13,365,307 | $648,863 | $876,066 | $715,000 | 63 | — | $498,700 | $697,842 |
Under IRS private-foundation payout rules, Annette M Williams Charitable Foundation reported a distributable amount of $762K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for community outreach, youth programs, education and athletics, medical services, the arts, and religious and special-needs outreach.
Grantee missions illustrate the range of organizations supported. Family Service Association of Redlands says its mission is to alleviate poverty, encourage self-sufficiency, and promote the dignity of all people. Georgetown Harmony Homes says it provides housing opportunities and promotes Christian community for adults with special needs. Beyond 26 says it helps disabled individuals gain employment. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2024, the foundation made 42 grants totaling $754,995. Grants ranged from $1,000 to $153,000, with a median of $8,750. Among the largest were Dignity Health Foundation ($153,000 for medical/community outreach), Eastern Ottawa Young Life ($90,000 for youth/community outreach), Mission Edge-Switchfoot Bro-Am Foundation ($55,000 for youth community outreach), Family Service Association of Redlands ($50,000 for community outreach), and PMBA ($50,000 for athletic/community outreach).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Dr Brian Bearie as president, Wilfrid Lemann as treasurer, and Brad Knoth as trustee.
Annette M Williams Charitable Foundation is led by Brian Bearie, President since 2021 (on filings since 2019); none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Brian Bearie
President
Vice President → President, 2021
On filings since 2019
1 hr/week
No compensation reported
Brad Knoth
Trustee
President → Trustee, 2021
On filings since 2019
1 hr/week
No compensation reported
Wilfrid Lemann
Treasurer
On filings since 2019
1 hr/week
No compensation reported
Former officers (1)
- Former: Signe Lindquist (2019–2020) — Vice President
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Annette M Williams Charitable Foundation
How much does Annette M Williams Charitable Foundation give each year?
Annette M Williams Charitable Foundation gave $755K across 42 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $623K across 60 grants.
What is Annette M Williams Charitable Foundation's typical grant size?
Annette M Williams Charitable Foundation's median grant in 2024 was $8,750, and its average grant was $17,976, across 42 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Annette M Williams Charitable Foundation that year got $19K on average.
Where does Annette M Williams Charitable Foundation give grants?
Annette M Williams Charitable Foundation gives mostly in California: 55% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Michigan (31%) and Arizona (11%). The most frequent recipient cities were San Bernardino, CA (10 grants), Redlands, CA (9 grants), Prescott, AZ (5 grants) and Hudsonville, MI (3 grants).
Does Annette M Williams Charitable Foundation give general operating support?
Not in 2024: none of the 42 grants with a stated purpose on Annette M Williams Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Outreach" (13 grants), "Youth/Community Outreach" (9 grants) and "Medical/Community Outreach" (3 grants).
Who are Annette M Williams Charitable Foundation's largest grantees?
Annette M Williams Charitable Foundation's largest 2024 grantees include Dignity Health Foundation ($153,000), Eastern Ottawa Young Life ($90,000) and Mission Edge-Switchfoot Bro-Am Foundation ($55,000), according to its 2024 IRS Form 990-PF. Together they received 39% of its itemized 2024 grant dollars.
How large is Annette M Williams Charitable Foundation?
Annette M Williams Charitable Foundation reported $13.0M in total assets on its 2024 IRS Form 990-PF. It paid out $755K in qualifying distributions that year, against a required minimum of $762K (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 does Annette M Williams Charitable Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included support for community outreach, youth programs, education and athletics, medical services, the arts, and religious and special-needs outreach. See mission & focus areas ↑
How do I apply for a grant from Annette M Williams Charitable Foundation?
The filing says there is no set form. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Annette M Williams Charitable Foundation's EIN?
Annette M Williams Charitable Foundation's EIN (Employer Identification Number) is 45-4140394. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2019–2024
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Cite this profile
Grantable. (2026). Annette M Williams Charitable Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/annette-m-williams-charitable-foundation-morg_cddbaa5f9b564ba28a05dc7a29c5de68
BibTeX
@misc{grantable_454140394_2026,
author = {{Grantable}},
title = {{Annette M Williams Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/annette-m-williams-charitable-foundation-morg_cddbaa5f9b564ba28a05dc7a29c5de68},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Annette M Williams Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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