Helen & Jack McCullough Family Fndn

SARATOGA, CA EIN: 77-0538603

Helen & Jack McCullough Family Fndn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARATOGA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 14 grants totaling $99K. Net investment income was $94K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

-0.8% YoY

Annual Giving

$99K

+1.0% YoY

Grant Count

14

+7.7% YoY

Avg Grant Size

$7K

-6.2% YoY

Under IRS private-foundation payout rules, Helen & Jack McCullough Family Fndn reported a distributable amount of $95K for 2024 — the minimum it must pay out in qualifying distributions.

About Helen & Jack McCullough Family Fndn

Based on IRS filings

Helen & Jack McCullough Family Fndn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARATOGA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 14 grants totaling $99K. Net investment income was $94K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AlexandriaArtesiaCosta MesaDulesLincolnNew YorkRocklinSan DiegoSan FranciscoSan JoseSan RamonSaratogaStaten IslandTampaWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$66K$132K$198K$265K20202021202220232024
Metric202420232022
Total Assets$1,591,133$1,604,506$1,529,517
Revenue$94,104$176,551$240,570
Expenses$107,477$101,562$95,071
Qualifying Distributions$98,500$97,500$88,000
Net Investment Income$94,104$176,551$240,570
Distributable Amount$95,487$95,510$98,928

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$49K$74K$99K13 grants202013 grants202114 grants202213 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Lick-Wilmerding High Sch…$30KSecond Harvest Food Bank$12KSouthwest YMCA$12KSpecial Operations Warri…$12KFisher House Foundation$9KFreedom Alliance$6KTroop Direct$5KWarrior Foundation Freed…$3KWilliam Jessup University$3KTunnels to Towers Founda…$3K

Grant Size Distribution

67 grants across all recorded years

67<$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 Lick-Wilmerding High School ($30,000), Second Harvest Food Bank ($12,000), Southwest YMCA ($12,000).

RecipientPurposeAmount
Fisher House Foundation New York, NYUnrestricted$9,000
Freedom Alliance Dules, VAUnrestricted$6,000
KCOLF Foundation Lincoln, CAUnrestricted$1,000
KDFC Radio Artesia, CAUnrestricted$1,000
Lick-Wilmerding High School San Francisco, CAUnrestricted$30,000
Project independence Costa Mesa, CAUnrestricted$1,000
Salvation Army Alexandria, VAUnrestricted$1,500
Second Harvest Food Bank San Jose, CAUnrestricted$12,000
Southwest YMCA Saratoga, CAUnrestricted$12,000
Special Operations Warrior Foundation Tampa, FLUnrestricted$12,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Jack A McCulloughCo-President1
Joan Jordanco-President1
Rosslynne McCulloughSecretary1
Jerry JordanTreasurer1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Helen & Jack McCullough Family Fndn?

Helen & Jack McCullough Family Fndn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARATOGA, CA. It holds $1.6M in total assets as of 2024.

How large is Helen & Jack McCullough Family Fndn?

As of 2024, Helen & Jack McCullough Family Fndn holds $1.6M in total assets with $94K in annual revenue. It awarded 14 grants totaling $99K in 2024.

Where does Helen & Jack McCullough Family Fndn operate?

Helen & Jack McCullough Family Fndn has awarded grants in California, District of Columbia, Florida, New York, Virginia.

What size grants does Helen & Jack McCullough Family Fndn award?

In 2024, Helen & Jack McCullough Family Fndn awarded 14 grants totaling $99K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Helen & Jack McCullough Family Fndn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen & Jack McCullough Family Fndn reported a distributable amount of $95K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen & Jack McCullough Family Fndn's EIN?

Helen & Jack McCullough Family Fndn's EIN (Employer Identification Number) is 77-0538603. 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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