Joan Irvine Smith & Athalie R Clarke Fdn

IRVINE, CA EIN: 33-0461971

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$510K

-11.5% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$127K

-11.5% YoY

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.

About Joan Irvine Smith & Athalie R Clarke Fdn

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Fountain ValleyIrvineNewport CoastSan Juan Capistrano

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$189K$378K$567K$756K20212022202320242025
Metric202520242023
Total Assets$570,586$1,164,778
Revenue$6,601$92,753$217,137
Expenses$577,187$686,945$686,716
Qualifying Distributions$577,187$686,945$686,716
Net Investment Income$56,702
Distributable Amount$4,539$41,172$75,115

Giving Over Time

Total grant dollars and number of grants per year

$0$144K$288K$432K$576K5 grants20213 grants20223 grants20234 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

UCI FOUNDATION$258KTHE IRVINE MUSEUM$182KNAT'L WATER RESEARCH INST$60KMISSION SAN JUAN CAPISTR…$11K

Grant Size Distribution

19 grants across all recorded years

9<$50K4$50–100K2$100–250K3$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Uci Foundation ($257,500), The Irvine Museum ($181,811), Nat'l Water Research Inst ($60,000).

RecipientPurposeAmount
NAT'L WATER RESEARCH INST FOUNTAIN VALLEY, CATO 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
THE IRVINE MUSEUM IRVINE, CATO 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
UCI FOUNDATION IRVINE, CATO 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
MISSION SAN JUAN CAPISTRANO SAN JUAN CAPISTRANO, CATO BE USED TO CONSTRUCT THE EXHIBITION BUILDING FOR THE MISSIONS'S MUSEUM$10,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JAMES IRVINE SWINDENPRES,DIRECTOR1
RUSSELL S PENNIMAN IVV.P., DIRECTOR
MARK S ASHWORTHDirector
BRETT J WILLIAMSONSecretary
PAUL MOSLEYASST. SEC., DIR
RICHARD W JACKSONDIREC., TREAS

Frequently Asked Questions

Where does Joan Irvine Smith & Athalie R Clarke Fdn operate?

Joan Irvine Smith & Athalie R Clarke Fdn has awarded grants in California.

What size grants does Joan Irvine Smith & Athalie R Clarke Fdn award?

In 2025, Joan Irvine Smith & Athalie R Clarke Fdn awarded 4 grants totaling $510K — an average of about $127K per grant, based on its IRS Form 990 filings.

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.

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

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