David S and Violet Evelyn Alberts

Foundation · Grantmaker Summerland, CA EIN: 99-3368155

David S and Violet Evelyn Alberts is a private foundation, based in Summerland, CA. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $6.9M in total assets. In 2025, it awarded 5 grants totaling $155K. Net investment income was $38K.

Key facts about David S and Violet Evelyn Alberts

In short: David S and Violet Evelyn Alberts gave $155K across 5 grants in 2025 (avg $31K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
99-3368155
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$155,000
Grants made (2025)
5
Average grant
$31,000
Median grant
$25,000
Total assets
$6,921,440
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Quick answers about David S and Violet Evelyn Alberts

How much does David S and Violet Evelyn Alberts give each year?

David S and Violet Evelyn Alberts gave $155K across 5 grants in 2025, according to its 2025 IRS Form 990-PF.

What is David S and Violet Evelyn Alberts's typical grant size?

David S and Violet Evelyn Alberts's median grant in 2025 was $25,000, and its average grant was $31,000, across 5 grants on its 2025 IRS Form 990-PF.

Where does David S and Violet Evelyn Alberts give grants?

David S and Violet Evelyn Alberts gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Los Angeles, CA (2 grants).

Does David S and Violet Evelyn Alberts give general operating support?

Not in 2025: none of the 5 grants with a stated purpose on David S and Violet Evelyn Alberts's 2025 IRS Form 990-PF were described as general or operating support.

Who are David S and Violet Evelyn Alberts's largest grantees?

David S and Violet Evelyn Alberts's largest 2025 grantees include UCLA Jules Stein Eye Institute ($55,000), Santa Barbara Cottage Hospital Foun ($25,000) and Braille Institute of America ($25,000), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.

How large is David S and Violet Evelyn Alberts?

David S and Violet Evelyn Alberts reported $6.9M in total assets on its 2025 IRS Form 990-PF. It paid out $204K in qualifying distributions that year, against a required minimum of $332K (roughly 5% of its investment assets).

How David S and Violet Evelyn Alberts gives

  • In 2025 it paid out 62% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with David S and Violet Evelyn Alberts

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.9M

+6.3% YoY

Annual Giving

$155K

Grant Count

5

Avg Grant Size

$31K

Under IRS private-foundation payout rules, David S and Violet Evelyn Alberts reported a distributable amount of $332K for 2025 — the minimum it must pay out in qualifying distributions.

About David S and Violet Evelyn Alberts

Based on IRS filings

David S and Violet Evelyn Alberts is a private foundation, based in Summerland, CA. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $6.9M in total assets. In 2025, it awarded 5 grants totaling $155K. Net investment income was $38K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 5 itemized 2025 grant dollars.

States

Cities

Los AngelesAgoura HillsClaremontSanta Barbara

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20242025
Metric20252024
Total Assets$6,921,440$6,511,751
Revenue$165,344$6,469,076
Expenses$315,797$43,580
Qualifying Distributions$204,422—
Net Investment Income$37,726$109,234
Distributable Amount$331,600$153,806

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2024 (received by the IRS October 27, 2025)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K0 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

UCLA Jules Stein Eye Institute: $55KUCLA Jules Stein Eye Institute$55KSanta Barbara Cottage Hospital Foun: $25KSanta Barbara Cottage HospitalFoun$25KBraille Institute of America: $25KBraille Institute of America$25KWayfinder Family Services: $25KWayfinder Family Services$25KEye Dog Foundation for the Blind: $25KEye Dog Foundation for theBlind$25K

Grant Size Distribution

5 grants across all recorded years

4<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UCLA Jules Stein Eye Institute Agoura Hills, CATreatment and care of under-served individuals suffering from diseases of the eye and to promote medical research$55,000
Santa Barbara Cottage Hospital Foun Santa Barbara, CATreatment and care of under-served individuals suffering from diseases of the eye and to promote medical research$25,000
Braille Institute of America Los Angeles, CATreatment and care of under-served individuals suffering from diseases of the eye and to promote medical research$25,000
Wayfinder Family Services Los Angeles, CATreatment and care of under-served individuals suffering from diseases of the eye and to promote medical research$25,000
Eye Dog Foundation for the Blind Claremont, CATreatment and care of under-served individuals suffering from diseases of the eye and to promote medical research$25,000

Leadership & Key People

Officers and directors from IRS filings

David S and Violet Evelyn Alberts's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • John Berryhill

    Trustee

    On filings since 2024

    4 hrs/week

    $16K (2024) → $39K (2025)

  • Karen Shaw

    Trustee

    On filings since 2024

    4 hrs/week

    $16K (2024) → $39K (2025)

Data from IRS Form 990 filings, 2024–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

John Berryhill — Trustee: $39KJohn BerryhillTrustee$39KKaren Shaw — Trustee: $39KKaren ShawTrustee$39K

Frequently Asked Questions

What is David S and Violet Evelyn Alberts's EIN?

David S and Violet Evelyn Alberts's EIN (Employer Identification Number) is 99-3368155. IRS Form 990 filing data is available on this page for 2024–2025.

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

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