Avonlea Charitable Foundation

Foundation · Grantmaker San Juan Capistrano, CA EIN: 31-1287495

Avonlea Charitable Foundation is a private foundation, based in San Juan Capistrano, CA. IRS filing data is available from 2018 through 2024. As of 2024, the organization holds $661K in total assets. In 2024, it awarded 12 grants totaling $43K. Net investment income was $40K.

Key facts about Avonlea Charitable Foundation

EIN
31-1287495
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$42,500
Grants made (2024)
12
Average grant
$3,542
Median grant
$3,000
New grantees (estimate)
17% first-time grantees (2 of 12, 2024)
Total assets
$660,810
Primary geography
California (44% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Avonlea Charitable Foundation funds

By grant dollars, the top recipient states for Avonlea Charitable Foundation's 12 itemized 2024 grants were California (44%), Pennsylvania (24%) and Indiana (12%). The most frequent recipient cities were Los Angeles, CA (2 grants). 8% of grants with a stated purpose were for general or operating support. Recurring purposes include "Homeless Services" (3 grants) and "School/Education" (3 grants).

Is Avonlea Charitable Foundation open to new grantees?

17%

first-time grantees, 2024

In 2024, 2 of 12 grantees (17%) were first-time recipients. First grants averaged $8K; repeat grants $3K. How we count

Medians: $8K first-time, $2K repeat.

  • 75% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+13%). Method
  • In 2024 it paid out 109% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2018–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$661K

-2.5% YoY

Annual Giving

$43K

+11.8% YoY

Grant Count

12

-14.3% YoY

Avg Grant Size

$4K

+30.5% YoY

Under IRS private-foundation payout rules, Avonlea Charitable Foundation reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.

About Avonlea Charitable Foundation

Based on IRS filings

Avonlea Charitable Foundation is a private foundation, based in San Juan Capistrano, CA. IRS filing data is available from 2018 through 2024. As of 2024, the organization holds $661K in total assets. In 2024, it awarded 12 grants totaling $43K. Net investment income was $40K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states

Share of all 12 itemized 2024 grant dollars.

Cities

Los AngelesSan Juan CapistranoIndianapolisIrvineNewport BeachTustinSan ClementeAnaheimCosta MesaLadera RanchWoodland HillsChicoLahainaOrangeSan DiegoVancouverAliso ViejoChinoFolsomHagerstown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$36K$72K$108K$144K201820202021202220232024
Metric202420232022
Total Assets$660,810$678,058$701,274
Revenue$47,066$26,282$131,298
Expenses$49,074$47,464$53,456
Qualifying Distributions$42,500$38,000$47,000
Net Investment Income$40,273$16,766$124,805
Distributable Amount$38,828$36,758$37,403

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2018–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$37K$55K$74K27 grants20184 grants202016 grants202119 grants202214 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Swarthmore College - Elmer Winkler: $10KSwarthmore College - ElmerWinkler$10KMusical Theater Academy of Orange C: $5KMusical Theater Academy ofOrange C$5KBrebeuf Preparatory School: $5KBrebeuf Preparatory School$5KReed College: $5KReed College$5KMy Friend's Place: $4KMy Friend's Place$4KStand up for Kids: $4KStand up for Kids$4KKristi's Cattitude: $3KKristi's Cattitude$3KLaura's House: $2KLaura's House$2KOrange County Rescue Mission: $2KOrange County Rescue Mission$2KCASA Romantica Cultural Center Gard: $2KCASA Romantica Cultural CenterGard$2K

Grant Size Distribution

65 grants across all recorded years

65<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Swarthmore College - Elmer Winkler ($10,000), Musical Theater Academy of Orange C ($5,000), Brebeuf Preparatory School ($5,000).

RecipientPurposeAmount
SWARTHMORE COLLEGE - ELMER WINKLER Swarthmore, PASCHOOL/EDUCATION$10,000
MUSICAL THEATER ACADEMY OF ORANGE C Newport Beach, CAARTS - MUSICAL THEATER FOR KIDS$5,000
BREBEUF PREPARATORY SCHOOL Indianapolis, INSCHOOL/EDUCATION$5,000
REED COLLEGE Portland, ORSCHOOL/EDUCATION$5,000
MY FRIEND'S PLACE Los Angeles, CAHOMELESS SERVICES$3,500
STAND UP FOR KIDS Irvine, CAVARIOUS GENERAL CHARITABLE PURPOSES$3,500
KRISTI'S CATTITUDE Lahaina, HIAID TO ANIMALS AFFECTED BY THE MAUI WILDFIRES.$2,500
LAURA'S HOUSE Ladera Ranch, CAVICTIMS SERVICES FOR ABUSED WOMEN$2,000
ORANGE COUNTY RESCUE MISSION Tustin, CAHOMELESS SERVICES$1,500
CASA ROMANTICA CULTURAL CENTER GARD San Clemente, CAHISTORICAL SOCIETY$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Holly W RobinsonTrustee1—
Glyn a RobinsonDirector1—

Frequently Asked Questions

How large is Avonlea Charitable Foundation?

As of 2024, Avonlea Charitable Foundation holds $661K in total assets with $47K in annual revenue. It awarded 12 grants totaling $43K in 2024.

Where does Avonlea Charitable Foundation operate?

Avonlea Charitable Foundation has awarded grants in California, Colorado, District of Columbia, Hawaii, Indiana, Maryland, New York, Oregon, Pennsylvania, Washington.

What size grants does Avonlea Charitable Foundation award?

In 2024, Avonlea Charitable Foundation awarded 12 grants totaling $43K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Avonlea Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Avonlea Charitable Foundation reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Avonlea Charitable Foundation's EIN?

Avonlea Charitable Foundation's EIN (Employer Identification Number) is 31-1287495. IRS Form 990 filing data is available on this page for 2018–2024.

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

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