BMJ Gregory Charitable Foundation

NEWPORT BEACH, CA EIN: 82-3691559

BMJ Gregory Charitable Foundation is a private foundation, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 9 grants totaling $134K. Net investment income was $215K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.4M

+3.1% YoY

Annual Giving

$134K

+2.9% YoY

Grant Count

9

-40.0% YoY

Avg Grant Size

$15K

+71.5% YoY

Under IRS private-foundation payout rules, BMJ Gregory Charitable Foundation reported a distributable amount of $128K for 2024 — the minimum it must pay out in qualifying distributions.

About BMJ Gregory Charitable Foundation

Based on IRS filings

BMJ Gregory Charitable Foundation is a private foundation, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 9 grants totaling $134K. Net investment income was $215K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BishopDurhamGardenaIrvineLee ViningLong BeachMammoth LakesNewport BeachNewport CoastOrangeQuincyRichmondSan DiegoSan FranciscoSan Juan CapistranoSan RamonWalnut CreekWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$123K$247K$370K$493K20202021202220232024
Metric202420232022
Total Assets$2,409,862$2,338,009$2,479,668
Revenue$244,728$23,255$-24,710
Expenses$172,875$164,914$193,497
Qualifying Distributions$139,426$135,958$153,851
Net Investment Income$215,057$50,500$62,986
Distributable Amount$127,516$121,959$132,628

Giving Over Time

Total grant dollars and number of grants per year

$0$36K$73K$109K$146K12 grants202011 grants202116 grants202215 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Crystal Cove Conservancy$46KYosemite Conservancy$40KDisabled Sports Eastern …$10KSpeech Recovery Pathways$10KMammoth Mountain Communi…$10KThe Shea Center$10KHuman Options$5KNationalOrganization for…$2KAIM at Melanoma$775

Grant Size Distribution

63 grants across all recorded years

61<$50K2$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 Crystal Cove Conservancy ($46,300), Yosemite Conservancy ($40,000), Disabled Sports Eastern Sierra ($10,000).

RecipientPurposeAmount
Yosemite Conservancy San Francisco, CATo help support projects and programs that preserve Yosemite.$40,000
Disabled Sports Eastern Sierra Mammoth lakes, CATo help change the lives of children and adults with disabilities and their families by offering year-round outdoor sports and activities, creating inspiring challenges, providing expert instruction and adaptive equipment and rallying the community to comfortably accommodate people with disabilities.$10,000
Crystal Cove Conservancy Newport Coast, CATo help support preservation, education and conservation initiatives that will cultivate the planets next generation of environmental stewards.$46,300
Human Options Irvine, CATo help women and children of Orange County to live violence-free lives.$5,000
Speech Recovery Pathways Newport Beach, CATo support the ongoing need for adults with stroke or brain injury to have regular access to meaningful communication practice and opportunities to reintegrate into the community$10,000
Mammoth Mountain Community Foundati Mammoth Lakes, CATo connect communities and deliver programs and financial aid for youth academics and athletics$10,000
The Shea Center San Juan Capistrano, CATo improve lives of people with disabilities througn therapeutic horse-related programs$10,000
NationalOrganization for Rare Disor Quincy, MATo improve the health and well-being people with rare diseases by driving advances in care, research and policy.$2,185
AIM at Melanoma Richmond, CATo support Melanoma research and promote prevention and education among the general public and medical professionals$775

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Bonnie GregoryPresident10

Frequently Asked Questions

How large is BMJ Gregory Charitable Foundation?

As of 2024, BMJ Gregory Charitable Foundation holds $2.4M in total assets with $245K in annual revenue. It awarded 9 grants totaling $134K in 2024.

Where does BMJ Gregory Charitable Foundation operate?

BMJ Gregory Charitable Foundation has awarded grants in California, District of Columbia, Massachusetts, North Carolina.

What size grants does BMJ Gregory Charitable Foundation award?

In 2024, BMJ Gregory Charitable Foundation awarded 9 grants totaling $134K — an average of about $15K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2024, BMJ Gregory Charitable Foundation reported a distributable amount of $128K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is BMJ Gregory Charitable Foundation's EIN?

BMJ Gregory Charitable Foundation's EIN (Employer Identification Number) is 82-3691559. 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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