Bercaw Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA ANA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 7 grants totaling $203K. Net investment income was $172K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
+29.8% YoY
Annual Giving
$203K
+9.5% YoY
Grant Count
7
-36.4% YoY
Avg Grant Size
$29K
+72.0% YoY
Under IRS private-foundation payout rules, Bercaw Family Foundation reported a distributable amount of $82K for 2024 — the minimum it must pay out in qualifying distributions.
About Bercaw Family Foundation
Based on IRS filings
Bercaw Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA ANA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 7 grants totaling $203K. Net investment income was $172K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,048,249 | $1,578,069 | $1,384,776 |
| Revenue | $688,834 | $397,907 | $233,483 |
| Expenses | $218,654 | $204,614 | $174,858 |
| Qualifying Distributions | $203,468 | $186,863 | $168,500 |
| Net Investment Income | $172,224 | $18,233 | $24,907 |
| Distributable Amount | $81,760 | $68,888 | $61,359 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Center for Individual and Family Therapy ($55,000), Everwell Church ($55,000), St Andrew Presbyterian Church ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CENTER FOR INDIVIDUAL AND FAMILY THERAPY SANTA ANA, CA | TO SUPPORT MENTAL HEALTH | $55,000 |
| CRU ORLANDO, FL | TO SUPPORT THE MINISTRIES RELIGIOUS MISSIONS THROUGHOUT THE WORLD | $15,000 |
| ST ANDREW PRESBYTERIAN CHURCH NEWPORT BEACH, CA | FOR RELIGIOUS FAITH AND COMMUNITY SUPPORT | $30,000 |
| STANSFIELD CIRCLE INC INDIANAPOLIS, IN | FOR COMMUNITY SUPPORT | $20,000 |
| CALVARY CHAPEL CENTRAL OC COSTA MESA, CA | FOR RELIGIOUS FAITH AND COMMUNITY SUPPORT | $20,000 |
| EVERWELL CHURCH NEWPORT BEACH, CA | FOR RELIGIOUS FAITH AND COMMUNITY SUPPORT | $55,000 |
| ORANGE COAST COLLEGE COSTA MESA, CA | TO PROVIDE EDUCATION SUPPORT | $7,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS BERCAW | PRESIDENT | 1 | — |
| LISA BERCAW | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bercaw Family Foundation?
Bercaw Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA ANA, CA. It holds $2.0M in total assets as of 2024.
How large is Bercaw Family Foundation?
As of 2024, Bercaw Family Foundation holds $2.0M in total assets with $689K in annual revenue. It awarded 7 grants totaling $203K in 2024.
Where does Bercaw Family Foundation operate?
Bercaw Family Foundation has awarded grants in California, Colorado, Florida, Indiana, Kentucky.
What size grants does Bercaw Family Foundation award?
In 2024, Bercaw Family Foundation awarded 7 grants totaling $203K — an average of about $29K per grant, based on its IRS Form 990 filings.
How much is Bercaw Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bercaw Family Foundation reported a distributable amount of $82K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bercaw Family Foundation's EIN?
Bercaw Family Foundation's EIN (Employer Identification Number) is 06-1649745. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bercaw Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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