John Percival and Mary C Jefferson
The John Percival and Mary C Jefferson Endowment Fund is an independent private foundation based in Santa Barbara, California. Established as a trust in 1952, the organization operates as a grantmaking foundation focused on providing financial assistance to individuals and institutions.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.7M
+11.3% YoY
Annual Giving
$133K
+0.3% YoY
Grant Count
31
-3.1% YoY
Avg Grant Size
$4K
+3.5% YoY
Under IRS private-foundation payout rules, John Percival and Mary C Jefferson reported a distributable amount of $276K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation makes grants to persons of limited means for:
- Medical expenses
- Dental expenses
- Living expenses
- Educational purposes (grants to institutions for worthy students)
Grantmaking
The foundation distributed approximately $133,220 in total giving, positioning it among the active grantmakers in the Santa Barbara area.
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Geographic Focus
Where this funder awards grants
The foundation is based in Santa Barbara, California and operates from:
- PO Box 99
- Santa Barbara, CA 93102-0099
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,650,243 | $2,381,632 | $2,552,260 |
| Revenue | $630,984 | $161,755 | $167,189 |
| Expenses | $362,373 | $332,383 | $337,550 |
| Qualifying Distributions | $250,890 | $236,129 | $245,388 |
| Net Investment Income | $519,500 | $65,501 | $75,027 |
| Distributable Amount | $275,547 | $240,570 | $221,951 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
145 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Ganna Walska Lotusland ($30,000), Music Academy of the West ($30,000), Thomas J Garcia ($16,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANGELA DEBRUYN CARPINTERIA, CA | RENT | $2,000 |
| BETSY S MORALES SANTA MARIA, CA | RENT | $1,600 |
| BETTY WINGO GOLETA, CA | LIVING EXPENSES | $2,000 |
| DARIN HUDSON ORCUTT, CA | RENT | $1,800 |
| DEBORAH MASON SANTA BARBARA, CA | LIVING EXPENSES | $2,000 |
| DONNA LOUISE EASSA SANTA BARBARA, CA | LIVING EXPENSES | $2,000 |
| ENRIQUE ALCANTAR SANTA BARBARA, CA | RENT | $1,600 |
| ERIKA TRUJILLO SANTA BARBARA, CA | RENT | $1,500 |
| GANNA WALSKA LOTUSLAND MONTECITO, CA | SUSTAINABLE HEALTH CARE SUMMER INTERNSHIP | $30,000 |
| GLORIA MARDRID SANTA BARBARA, CA | RENT | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ARTHUR R GAUDI | TRUSTEE | 2 | $33,456 |
| STEVEN M ANDERS | TRUSTEE | 2 | $33,456 |
| PATRICIA ALLEN | TRUSTEE | 5 | $33,456 |
Contact Information
- Telephone: 805-963-8822
- EIN: 95-6005231
Frequently Asked Questions
What does John Percival and Mary C Jefferson fund?
The foundation makes grants to persons of limited means for: • Medical expenses • Dental expenses • Living expenses • Educational purposes (grants to institutions for worthy students)
How do I apply for a grant from John Percival and Mary C Jefferson?
The foundation distributed approximately $133,220 in total giving, positioning it among the active grantmakers in the Santa Barbara area.
Where does John Percival and Mary C Jefferson make grants?
The foundation is based in Santa Barbara, California and operates from: • PO Box 99 • Santa Barbara, CA 93102-0099
What size grants does John Percival and Mary C Jefferson award?
In 2025, John Percival and Mary C Jefferson awarded 31 grants totaling $133K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is John Percival and Mary C Jefferson required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, John Percival and Mary C Jefferson reported a distributable amount of $276K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is John Percival and Mary C Jefferson's EIN?
John Percival and Mary C Jefferson's EIN (Employer Identification Number) is 95-6005231. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.