Jatain Charitable Foundation
Jatain Charitable Foundation is a private foundation based in Irvine, California. In filing year 2025, it reported 37 grants totaling $3,835,986, supporting organizations that include schools, universities, hospitals, and other charitable organizations.
Jatain Charitable Foundation at a glance
In short: Jatain Charitable Foundation gave $3.8M across 37 grants in 2025 (avg $104K), mostly in California. 24% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,835,986
- +21.4% vs 2024
- Grants made (2025)
- 37
- -5.1% vs 2024
- Average grant
- $103,675
- +27.9% vs 2024
- Median grant
- $35,000
- Total assets
- $99,193,142
- +31.8% vs 2024
- New grantees (estimate)
- 24% first-time grantees (9 of 37, 2025)
- Primary geography
- California (88% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Jatain Charitable Foundation
- How to Apply
-
The 2025 filing says the foundation does not restrict giving to preselected organizations. It invites a letter or other written request addressed to George Cheng. Awards have no stated restrictions as long as funding is available.
- Review Cycle
- No deadlines as long as funding is available.
- Deadline
- No deadlines as long as funding is available.
- Contact
Application contact: George Cheng
Mailing address: 22 Corporate Park, Irvine, CA 92606
Phone: (949) 294-6041
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Jatain Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Cheng Family Schwab Donor Advised Fund ($366K). Together the top 10 received $3.0M.
Grant Size Distribution
170 grants across all recorded years
The most common grant size was under $50K: 99 grants of 170 (58%).
Geographic Focus
Where this funder awards grants
In 2025, 88% of grant dollars went to recipients in California, 10% to Florida, and 1% each to Washington and New York; Maryland accounted for 0%. The listed grants also include recipients in states beyond California, such as Florida and Washington.
Grant Distribution by State
Share of 2025 grant dollars across all 37 itemized grants.
Cities
Is Jatain Charitable Foundation open to new grantees?
24%
first-time grantees, 2025
In 2025, 9 of 37 grantees (24%) were first-time recipients. First grants averaged $30K; repeat grants $127K. How we count
Medians: $10K first-time, $50K repeat.
- 62% of 2025 grantees were also funded in 2024. Method
- Giving grew 125% from 2022 to 2025. Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $984K (2020) to $3.8M (2025). In 2025 it made 37 grants totaling $3.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cheng Family Schwab Donor Advised Fund Orlando, FL | Exempt Activities Support | $366,218 |
| Sage Hill School Newport Coast, CA | Exempt Activities Support | $365,000 |
| Children Hospital of Orange County Orange, CA | Exempt Activities Support | $360,000 |
| Syracuse University Syracuse, CA | Scholarship | $358,000 |
| Hoag Hospital Newport Beach, CA | Exempt Activities Support | $350,000 |
| The Pegasus School Huntington Beach, CA | Exempt Activities Support | $306,666 |
| University of Pennsylvania Philadelphia, CA | Exempt Activities Support | $252,004 |
| Princeton Univerity Princeton, CA | Exempt Activities Support | $251,098 |
| City of Hope Duarte, CA | Exempt Activities Support | $200,000 |
| Loyola Marymount University Los Angeles, CA | Exempt Activities Support | $155,000 |
Ready to take the next step with Jatain Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $99,193,142 | $5,099,523 | $3,859,904 | $3,835,986 | 37 | $3,842,406 | $5,082,025 | $4,061,567 |
| 2024 | $75,283,283 | $-6,042,817 | $3,237,562 | $3,160,802 | 39 | $3,165,583 | $108,053 | $3,105,511 |
| 2023 | $18,129,031 | $-212,259 | $2,185,935 | $2,039,588 | 43 | $2,039,588 | $162,530 | $1,903,799 |
| 2022 | $20,445,916 | $474,633 | $1,741,016 | $1,707,098 | 29 | $1,707,098 | $440,715 | $1,687,268 |
| 2021 | $22,788,333 | $5,606,092 | $2,153,679 | $2,100,157 | 22 | $2,127,326 | $1,439,962 | $1,734,596 |
| 2020 | $17,829,094 | $6,935,939 | $1,007,383 | $983,598 | 20 | — | $4,148,364 | $858,159 |
Under IRS private-foundation payout rules, Jatain Charitable Foundation reported a distributable amount of $4.1M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. The 2025 grant list includes awards designated for exempt activities support and scholarships. Recipients include educational institutions such as Sage Hill School and The Pegasus School, and health organizations such as Children Hospital of Orange County, Hoag Hospital, and City of Hope.
The grantees’ own descriptions illustrate the range of their work: Sage Hill School says it aims to inspire students’ love of knowledge and prepare them for college; City of Hope describes its mission as making hope a reality for people touched by cancer and diabetes. North American Rescue Dogs says it supports rescue-trained service animals and their owners through grants for costs including training and medical expenses.
Grantmaking
In filing year 2025, the foundation made 37 grants totaling $3,835,986. Awards ranged from $1,000 to $366,218, with a median grant of $35,000. Among the largest were $366,218 to Cheng Family Schwab Donor Advised Fund, $365,000 to Sage Hill School, $360,000 to Children Hospital of Orange County, $358,000 to Syracuse University for scholarships, and $350,000 to Hoag Hospital. Other notable awards included $306,666 to The Pegasus School, $252,004 to University of Pennsylvania, $251,098 to Princeton University, and $200,000 to City of Hope.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists George Cheng as president, Clifford Cheng as vice president, and Jean Cheng as treasurer.
Jatain Charitable Foundation is led by George Cheng, President since 2021 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
George Cheng
President
Secretary → President, 2021
On filings since 2020
2 hrs/week
No compensation reported
Clifford Cheng
Vice President
On filings since 2020
2 hrs/week
No compensation reported
Jean Cheng
Treasurer
On filings since 2020
2 hrs/week
No compensation reported
Former officers (1)
- Former: Bob Cheng (2020) — President & CEO
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Jatain Charitable Foundation
How much does Jatain Charitable Foundation give each year?
Jatain Charitable Foundation gave $3.8M across 37 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.2M across 39 grants.
What is Jatain Charitable Foundation's typical grant size?
Jatain Charitable Foundation's median grant in 2025 was $35,000, and its average grant was $103,675, across 37 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Jatain Charitable Foundation that year got $30K on average.
Where does Jatain Charitable Foundation give grants?
Jatain Charitable Foundation gives mostly in California: 88% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (10%). The most frequent recipient cities were Laguna Beach, CA (6 grants), Irvine, CA (4 grants), Newport Coast, CA (2 grants) and Newport Beach, CA (2 grants).
Who are Jatain Charitable Foundation's largest grantees?
Jatain Charitable Foundation's largest 2025 grantees include Cheng Family Schwab Donor Advised Fund ($366,218), Sage Hill School ($365,000) and Children Hospital of Orange County ($360,000), according to its 2025 IRS Form 990-PF. Together they received 28% of its itemized 2025 grant dollars.
How large is Jatain Charitable Foundation?
Jatain Charitable Foundation reported $99.2M in total assets on its 2025 IRS Form 990-PF. It paid out $3.8M in qualifying distributions that year, against a required minimum of $4.1M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Jatain Charitable Foundation fund?
No foundation mission statement is provided. The 2025 grant list includes awards designated for exempt activities support and scholarships. See mission & focus areas ↑
How do I apply for a grant from Jatain Charitable Foundation?
The 2025 filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Jatain Charitable Foundation's EIN?
Jatain Charitable Foundation's EIN (Employer Identification Number) is 22-6824275. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 14, 2022)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Jatain Charitable Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
IBM International Foundation
Armonk, NY
The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$357.7M
Grants
16
Total Given
$11.7M
McKesson Foundation Inc
Dallas, TX
The McKesson Foundation funds cancer support and care, healthcare workforce pathways, and emergency response, with grants mainly supporting organizations in the United States and Canada. Its 2025 grants had a median of $100,000, though amounts ranged from $10,000 to about $2.47 million. Its filing says it does not accept unsolicited requests, while its application page describes an online application process with stated submission windows.
Assets
$1.6M
Grants
76
Total Given
$16.6M
Ronald M Simon Family Foundation
Newport Beach, CA
The Ronald M Simon Family Foundation primarily supports underserved students with leadership potential through scholarships, college and career guidance, and leadership development, and also funds other charitable organizations. In 2025, it made 28 grants totaling about $3.35 million, with a median grant of $10,000; reported grants went to California recipients. Its filing says giving is not restricted to preselected organizations, but it does not clearly state whether it accepts unsolicited requests.
Assets
$15.0M
Grants
28
Total Given
$3.3M
The William Jeff and Jennifer Gross
Laguna Beach, CA
The foundation funds measurable-impact work in humanitarian aid, education, healthcare, the environment, and community development, including arts organizations, locally in California and globally. Its 2024 grants ranged from $2,500 to $3 million, with a median of $150,000. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$571.1M
Grants
59
Total Given
$17.9M
The Fletcher Jones Foundation
Pasadena, CA
The Fletcher Jones Foundation primarily funds high-priority projects at private colleges and universities in California, including facilities, scholarships, endowed positions, and academic programs. Its typical regular grants are $250,000 to $1 million, though smaller directed grants are also made. It does not accept unsolicited requests; prospective applicants should first discuss a proposal with the Executive Director.
Assets
$175.8M
Grants
51
Total Given
$8.1M
More similar funders
More Funders in California
Cite this profile
Grantable. (2026). Jatain Charitable Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/jatain-charitable-foundation-morg_c1cafce128d542b18e37124c713d244f
BibTeX
@misc{grantable_226824275_2026,
author = {{Grantable}},
title = {{Jatain Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/jatain-charitable-foundation-morg_c1cafce128d542b18e37124c713d244f},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
} The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Jatain Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Jatain Charitable Foundation down — hundreds of funders to go?