Borrego Valley Endowment Fund Inc logo

Borrego Valley Endowment Fund Inc

BORREGO SPRINGS, CA EIN: 33-0611010 Website

TO OPERATE A COMMUNITY FOUNDATION THAT GRANTS FINANCIAL SUPPORT TO CHARITABLE PROGRAMS SPECIFICALLY INCLUDING BUT NOT LIMITED TO CHARITABLE, CULTURAL, SCIENTIFIC, LITERARY, CIVIC, HEALTH AND/OR EDUCATIONAL PROGRAMS WITHIN THE BORREGO VALLEY.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$10.2M

+0.4% YoY

Annual Giving

$161K

-46.4% YoY

Grant Count

7

-36.4% YoY

Avg Grant Size

$23K

-15.7% YoY

About Borrego Valley Endowment Fund Inc

Based on IRS filings

Borrego Valley Endowment Fund Inc is a nonprofit organization focused on Health, based in BORREGO SPRINGS, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $10.2M in total assets. In 2025, it awarded 7 grants totaling $161K. Net investment income was $258K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BerkeleyBorrego SpringsPalm SpringsSacramentoSan Diego

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$264K$529K$793K$1M202020212022202320242025
Metric202520242023
Total Assets$10,243,519$10,204,196$9,128,762
Revenue$360,821$717,092$961,629
Expenses$331,870$691,053$284,469
Qualifying Distributions
Net Investment Income$258,400$341,176$261,680
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$78K$155K$233K$311K10 grants20204 grants20217 grants20222 grants202311 grants20247 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

COMMUNITY RESOURCE CENTER$60KBVA$32KBASIC SUMMER READING PRO…$20KCHILDREN CENTER (BS SENI…$20KBORREGO MINISTERS ASSOCI…$10KBORREGO SPRINGS MUSIC FE…$10KBS FILM FESTIVAL$10K

Grant Size Distribution

31 grants across all recorded years

25<$50K5$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Community Resource Center ($60,182), Bva ($31,700), Basic Summer Reading Program ($20,000).

RecipientPurposeAmount
BORREGO SPRINGS MUSIC FESTIVAL BORREGO SPRINGS, CACHARITABLE GRANTS$9,700
BORREGO MINISTERS ASSOCIATION BORREGO SPRINGS, CACHARITABLE GRANTS$10,000
BASIC SUMMER READING PROGRAM BORREGO SPRINGS, CACHARITABLE GRANTS$20,000
COMMUNITY RESOURCE CENTER BORREGO SPRINGS, CACHARITABLE GRANTS$60,182
BVA BORREGO SPRINGS, CACHARITABLE GRANTS$31,700
CHILDREN CENTER (BS SENIOR CTR) BORREGO SPRINGS, CACHARITABLE GRANTS$20,000
BS FILM FESTIVAL BORREGO SPRINGS, CACHARITABLE GRANTS$9,700

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
DAVID GARMONPRESIDENT20
BILL LAWRENCEVICE PRESIDENT AND TREASURER5
SYLVANA MEEKSSECRETARY3
MARSHAL BRECHTDIRECTOR3
BOB KELLYDIRECTOR3
DR RICHARD FAUSELDIRECTOR3
DAVID LIEBERTDIRECTOR3
NANCY MCRAEDIRECTOR3
LORRY SEAGRIMDIRECTOR3
MELISSA STEVENSDIRECTOR3
DICK TROYDIRECTOR3

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Borrego Valley Endowment Fund Inc?

Borrego Valley Endowment Fund Inc is a nonprofit organization focused on Health, based in BORREGO SPRINGS, CA. It holds $10.2M in total assets as of 2025.

How large is Borrego Valley Endowment Fund Inc?

As of 2025, Borrego Valley Endowment Fund Inc holds $10.2M in total assets with $361K in annual revenue. It awarded 7 grants totaling $161K in 2025.

Where does Borrego Valley Endowment Fund Inc operate?

Borrego Valley Endowment Fund Inc has awarded grants in California.

What size grants does Borrego Valley Endowment Fund Inc award?

In 2025, Borrego Valley Endowment Fund Inc awarded 7 grants totaling $161K — an average of about $23K per grant, based on its IRS Form 990 filings.

What is Borrego Valley Endowment Fund Inc's EIN?

Borrego Valley Endowment Fund Inc's EIN (Employer Identification Number) is 33-0611010. IRS Form 990 filing data is available on this page for 2020–2025.

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

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