Johnson James Hervey Char Ed Trust

SAN DIEGO, CA EIN: 33-6081439

Johnson James Hervey Char Ed Trust is a private foundation, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.7M in total assets. In 2024, it awarded 14 grants totaling $217K. Net investment income was $873K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.7M

+10.3% YoY

Annual Giving

$217K

+3.4% YoY

Grant Count

14

+0.0% YoY

Avg Grant Size

$15K

+3.4% YoY

Under IRS private-foundation payout rules, Johnson James Hervey Char Ed Trust reported a distributable amount of $431K for 2024 — the minimum it must pay out in qualifying distributions.

About Johnson James Hervey Char Ed Trust

Based on IRS filings

Johnson James Hervey Char Ed Trust is a private foundation, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.7M in total assets. In 2024, it awarded 14 grants totaling $217K. Net investment income was $873K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AmherstAthertonColumbusCranfordDallasFort MyersLanghorneLos AngelesMesaNew RochelleNew YorkPasadenaSan DiegoSarasotaWashingtonYoungstown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$689K$1M$2M$3M2020202120232024
Metric202420232021
Total Assets$7,658,666$6,940,724$7,026,393
Revenue$1,058,544$693,147$683,731
Expenses$537,667$520,545$435,929
Qualifying Distributions$348,312$346,881
Net Investment Income$872,889$513,683$478,212
Distributable Amount$431,389$437,356$447,872

Giving Over Time

Total grant dollars and number of grants per year

$0$54K$108K$162K$217K13 grants20202 grants202114 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Center for Inquiry Inter…$85KSan Diego State University$20KThomas Paine National Hi…$20KSan Diego Parks Foundation$20KNational Health Associat…$15KPrader-Willi Syndrome As…$10KAmerican Atheists$10KAtheists United$10KAmerican Humanist Associ…$8KSan Diego Natural Histor…$5K

Grant Size Distribution

43 grants across all recorded years

40<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Center for Inquiry International ($85,000), San Diego State University ($20,000), Thomas Paine National Historical As ($20,000).

RecipientPurposeAmount
Center for Inquiry International Amherst, NYGeneral Purposes$85,000
Mama's Kitchen San Diego, CAGeneral Purposes$2,500
San Diego State University San Diego, CAGeneral Purposes$20,000
San Diego Natural History Museum San Diego, CAGeneral Purposes$5,000
Secular Student Alliance Columbus, OHGeneral Purposes$2,500
National Health Association Youngstown, OHGeneral Purposes$15,000
Prader-Willi Syndrome Association Sarasota, FLGeneral Purposes$10,000
Thomas Paine National Historical As New Rochelle, NYGeneral Purposes$20,000
American Humanist Association Washington, DCGeneral Purpose$7,500
Thomas Paine Society of Pasadena Pasadena, CAGeneral Purpose$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Mark MunnellyCo-Trustee$113KKevin V MunnellyCo-Trustee$2K

From 2024 filing

NameTitleHoursCompensation
Mark MunnellyCo-Trustee$113,412
Kevin V MunnellyCo-Trustee$2,400

Frequently Asked Questions

How large is Johnson James Hervey Char Ed Trust?

As of 2024, Johnson James Hervey Char Ed Trust holds $7.7M in total assets with $1.1M in annual revenue. It awarded 14 grants totaling $217K in 2024.

Where does Johnson James Hervey Char Ed Trust operate?

Johnson James Hervey Char Ed Trust has awarded grants in Arizona, California, District of Columbia, Florida, New Jersey, New York, Ohio, Pennsylvania, Texas.

What size grants does Johnson James Hervey Char Ed Trust award?

In 2024, Johnson James Hervey Char Ed Trust awarded 14 grants totaling $217K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Johnson James Hervey Char Ed Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Johnson James Hervey Char Ed Trust reported a distributable amount of $431K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Johnson James Hervey Char Ed Trust's EIN?

Johnson James Hervey Char Ed Trust's EIN (Employer Identification Number) is 33-6081439. IRS Form 990 filing data is available on this page for 2020–2024.

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

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