Joan Irvine Smith & Athalie R Clarke Fdn
Joan Irvine Smith & Athalie R Clarke Fdn is a private foundation, based in Irvine, CA. IRS filing data is available from 2021 through 2025. In 2025, it awarded 4 grants totaling $510K.
Joan Irvine Smith & Athalie R Clarke Fdn at a glance
In short: Joan Irvine Smith & Athalie R Clarke Fdn gave $510K across 4 grants in 2025 (avg $127K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $509,811
- -11.5% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $127,453
- -11.5% vs 2024
- Median grant
- $120,906
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joan Irvine Smith & Athalie R Clarke Fdn funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was UCI Foundation ($258K). Together the top 4 received $510K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 9 grants of 19 (47%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Joan Irvine Smith & Athalie R Clarke Fdn gives
- Giving held roughly steady from 2022 to 2025 (+17%). Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $326K (2021) to $576K (2024). In 2025 it made 4 grants totaling $510K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UCI Foundation Irvine, CA | To be used to fund the work of the reeve-irvine research center, the research associates and the school of nursing, all at uci | $257,500 |
| The Irvine Museum Irvine, CA | To be used for its general operating expenses in order to persue its mission to preserve and display the California art of the impressionist period and its goal to preserve the works of arts not only to the constituents of California, but also to people throughout the united states and the world over. | $181,811 |
| Nat'l Water Research Inst Fountain Valley, CA | To be used for its general operating expenses in order to persue its mission to conduct research activities that provide information to the public about the sensitive environment of the costal zone in the area. | $60,000 |
| Mission San Juan Capistrano San Juan Capistrano, CA | To be used to construct the exhibition building for the missions's museum | $10,500 |
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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 | — | $6,601 | $577,187 | $509,811 | 4 | $577,187 | — | $4,539 |
| 2024 | $570,586 | $92,753 | $686,945 | $575,900 | 4 | $686,945 | — | $41,172 |
| 2023 | $1,164,778 | $217,137 | $686,716 | $527,000 | 3 | $686,716 | $56,702 | $75,115 |
| 2022 | $1,634,357 | $269,401 | $567,354 | $436,500 | 3 | $567,354 | $138,547 | $117,388 |
| 2021 | $1,932,310 | $192,640 | $425,957 | $326,000 | 5 | — | $92,683 | $118,367 |
Under IRS private-foundation payout rules, Joan Irvine Smith & Athalie R Clarke Fdn reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joan Irvine Smith & Athalie R Clarke Fdn is led by James Irvine Swinden, President & Director on every filing since 2021; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
James Irvine Swinden
President & Director
On filings since 2021
1 hr/week
No compensation reported
Mark S. Ashworth
Director
On filings since 2021
No compensation reported
Paul Mosley
Assistant Secretary & Director
On filings since 2021
No compensation reported
Richard W. Jackson
Director & Treasurer
On filings since 2021
No compensation reported
Russell S. Penniman IV
V.p. & Director
On filings since 2021
No compensation reported
Brett J. Williamson
Secretary
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Joan Irvine Smith & Athalie R Clarke Fdn
How much does Joan Irvine Smith & Athalie R Clarke Fdn give each year?
Joan Irvine Smith & Athalie R Clarke Fdn gave $510K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $576K across 4 grants.
What is Joan Irvine Smith & Athalie R Clarke Fdn's typical grant size?
Joan Irvine Smith & Athalie R Clarke Fdn's median grant in 2025 was $120,906, and its average grant was $127,453, across 4 grants on its 2025 IRS Form 990-PF.
Where does Joan Irvine Smith & Athalie R Clarke Fdn give grants?
Joan Irvine Smith & Athalie R Clarke Fdn 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 Irvine, CA (2 grants).
Does Joan Irvine Smith & Athalie R Clarke Fdn give general operating support?
Yes: 50% of Joan Irvine Smith & Athalie R Clarke Fdn's 2025 grants with a stated purpose (2 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How much is Joan Irvine Smith & Athalie R Clarke Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Joan Irvine Smith & Athalie R Clarke Fdn reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joan Irvine Smith & Athalie R Clarke Fdn's EIN?
Joan Irvine Smith & Athalie R Clarke Fdn's EIN (Employer Identification Number) is 33-0461971. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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