Bill and Judy Bechtold Charitable Trust

CARLSBAD, CA EIN: 82-3765695

Bill and Judy Bechtold Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $135K in total assets. In 2024, it awarded 15 grants totaling $11K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$135K

+5.3% YoY

Annual Giving

$11K

-13.0% YoY

Grant Count

15

+36.4% YoY

Avg Grant Size

$716.333

-36.2% YoY

Under IRS private-foundation payout rules, Bill and Judy Bechtold Charitable Trust reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

About Bill and Judy Bechtold Charitable Trust

Based on IRS filings

Bill and Judy Bechtold Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $135K in total assets. In 2024, it awarded 15 grants totaling $11K. Net investment income was $7K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

CarlsbadCity Of OrangeDes PlainesFredricksburgGarden GroveHuntington BeachLa JollaNewport BeachOceansideOrangeSaint LouisSan DiegoSt LouisStaten IslandSun City WestWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3K$7K$10K$14K20202021202220232024
Metric202420232022
Total Assets$134,509$127,743$121,368
Revenue$6,766$5,901$4,804
Expenses$10,952$12,350$11,295
Qualifying Distributions$10,745$12,350$11,295
Net Investment Income$6,559$5,901$4,804
Distributable Amount$10,838$10,840$11,827

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$12K4 grants20200 grants202110 grants202211 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Georgetown University$2KSt Patrick Catholic Church$1KAdvent Episcopal Church$1KCasa Teresa$1KSt Bonaventure Catholic …$850St Elizabeth SetonCathol…$700Word on Fire$600Society of Jesus$570KBPS$500Tunnel to Towers Foundat…$500

Grant Size Distribution

40 grants across all recorded years

40<$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 include Georgetown University ($2,000), St Patrick Catholic Church ($1,200), Advent Episcopal Church ($1,000).

RecipientPurposeAmount
St Thomas More Catholic Church Oceanside, CAGeneral Fund$300
KBPS San Diego, CAGeneral Fund$500
Society of Jesus St Louis, MOGeneral Fund$570
Advent Episcopal Church Sun City West, AZGeneral Spending$1,000
St Patrick Catholic Church Carlsbad, CAGeneral Fund$1,200
Tunnel to Towers Foundation Staten Island, NYGeneral Spending$500
Word on Fire Washington, DCGeneral Fund$600
Casa Teresa City of Orange, CAGeneral Fund$1,000
Hoag Memorial Hospital Newport Beach, CAGeneral Fund$500
St Bonaventure Catholic Church Huntington Beach, CAGeneral Fund$850

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
William M BechtoldCo-Trustee2
Judith A BechtoldCo-Trustee0.25

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Bill and Judy Bechtold Charitable Trust?

Bill and Judy Bechtold Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, CA. It holds $135K in total assets as of 2024.

How large is Bill and Judy Bechtold Charitable Trust?

As of 2024, Bill and Judy Bechtold Charitable Trust holds $135K in total assets with $7K in annual revenue. It awarded 15 grants totaling $11K in 2024.

Where does Bill and Judy Bechtold Charitable Trust operate?

Bill and Judy Bechtold Charitable Trust has awarded grants in Arizona, California, District of Columbia, Illinois, Missouri, New York, Virginia.

What size grants does Bill and Judy Bechtold Charitable Trust award?

In 2024, Bill and Judy Bechtold Charitable Trust awarded 15 grants totaling $11K — an average of about $716.333 per grant, based on its IRS Form 990 filings.

How much is Bill and Judy Bechtold Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bill and Judy Bechtold Charitable Trust reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bill and Judy Bechtold Charitable Trust's EIN?

Bill and Judy Bechtold Charitable Trust's EIN (Employer Identification Number) is 82-3765695. 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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