John Percival and Mary C Jefferson

SANTA BARBARA, CA EIN: 95-6005231

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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

1states

States

Cities

BuelltonBueltonCarpinteriaGoletaLompocLos AlamosMontecitoOrcuttSanta BarbaraSanta MariaSanta YnezSolvangSummerland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$174K$347K$521K$694K202020212022202320242025
Metric202520242023
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

$0$35K$70K$105K$140K42 grants202021 grants202132 grants202229 grants202332 grants202431 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

GANNA WALSKA LOTUSLAND$30KMUSIC ACADEMY OF THE WEST$30KTHOMAS J GARCIA$16KTELGUIN GUEVARA$5KNORRINE BESSER$4KMARLA MORETTI$4KPATRICIA MILLER$3KANGELA DEBRUYN$2KBETTY WINGO$2KDEBORAH MASON$2K

Grant Size Distribution

145 grants across all recorded years

145<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
ANGELA DEBRUYN CARPINTERIA, CARENT$2,000
BETSY S MORALES SANTA MARIA, CARENT$1,600
BETTY WINGO GOLETA, CALIVING EXPENSES$2,000
DARIN HUDSON ORCUTT, CARENT$1,800
DEBORAH MASON SANTA BARBARA, CALIVING EXPENSES$2,000
DONNA LOUISE EASSA SANTA BARBARA, CALIVING EXPENSES$2,000
ENRIQUE ALCANTAR SANTA BARBARA, CARENT$1,600
ERIKA TRUJILLO SANTA BARBARA, CARENT$1,500
GANNA WALSKA LOTUSLAND MONTECITO, CASUSTAINABLE HEALTH CARE SUMMER INTERNSHIP$30,000
GLORIA MARDRID SANTA BARBARA, CARENT$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

ARTHUR R GAUDITRUSTEE$33KSTEVEN M ANDERSTRUSTEE$33KPATRICIA ALLENTRUSTEE$33K

From 2025 filing

NameTitleHoursCompensation
ARTHUR R GAUDITRUSTEE2$33,456
STEVEN M ANDERSTRUSTEE2$33,456
PATRICIA ALLENTRUSTEE5$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.

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