Betlach Family Foundation

SAN DIEGO, CA EIN: 94-3344735

Betlach Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 3 grants totaling $96K. Net investment income was $142K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

+2.1% YoY

Annual Giving

$96K

-1.6% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$32K

+31.3% YoY

Under IRS private-foundation payout rules, Betlach Family Foundation reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.

About Betlach Family Foundation

Based on IRS filings

Betlach Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 3 grants totaling $96K. Net investment income was $142K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

ArlingtonCarbondaleHonoluluMontereyNew YorkPortlandRossSan ClementeSan Francisco

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$130K$260K$390K$520K20202021202220232024
Metric202420232022
Total Assets$1,085,272$1,062,787$698,764
Revenue$141,736$472,289$7,375
Expenses$119,251$108,266$122,692
Qualifying Distributions$95,930$97,450$109,500
Net Investment Income$141,736$472,289$17,417
Distributable Amount$61,185$54,011$72,256

Giving Over Time

Total grant dollars and number of grants per year

$0$29K$59K$88K$118K4 grants20206 grants20215 grants20224 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

OCEANIC SOCIETY$50KTHE NATURE CONSERVANCY$35KUPWELL$11K

Grant Size Distribution

22 grants across all recorded years

17<$50K5$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 include Oceanic Society ($50,000), The Nature Conservancy ($35,000), Upwell ($10,930).

RecipientPurposeAmount
OCEANIC SOCIETY ROSS, CAPROGRAM SUPPORT$50,000
THE NATURE CONSERVANCY ARLINGTON, VAPROGRAM SUPPORT$35,000
UPWELL MONTEREY, CAPROGRAM SUPPORT$10,930

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CHARLES J BETLACH IIPRESIDENT1
MELANIE BETLACHSECRETARY1
LOU HAASDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Betlach Family Foundation?

Betlach Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. It holds $1.1M in total assets as of 2024.

How large is Betlach Family Foundation?

As of 2024, Betlach Family Foundation holds $1.1M in total assets with $142K in annual revenue. It awarded 3 grants totaling $96K in 2024.

Where does Betlach Family Foundation operate?

Betlach Family Foundation has awarded grants in California, Colorado, Hawaii, New York, Oregon, Virginia.

What size grants does Betlach Family Foundation award?

In 2024, Betlach Family Foundation awarded 3 grants totaling $96K — an average of about $32K per grant, based on its IRS Form 990 filings.

How much is Betlach Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Betlach Family Foundation reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Betlach Family Foundation's EIN?

Betlach Family Foundation's EIN (Employer Identification Number) is 94-3344735. IRS Form 990 filing data is available on this page for 2020–2024.

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

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