Joseph Aw Clayes Iii Charitable Trust
Joseph Aw Clayes Iii Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LA JOLLA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $37.3M in total assets. In 2024, it awarded 1 grants totaling $1.7M. Net investment income was $7.8M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$37.3M
+18.7% YoY
Annual Giving
$1.7M
-2.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.7M
-2.9% YoY
Under IRS private-foundation payout rules, Joseph Aw Clayes Iii Charitable Trust reported a distributable amount of $1.9M for 2024 — the minimum it must pay out in qualifying distributions.
About Joseph Aw Clayes Iii Charitable Trust
Based on IRS filings
Joseph Aw Clayes Iii Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LA JOLLA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $37.3M in total assets. In 2024, it awarded 1 grants totaling $1.7M. Net investment income was $7.8M.
Focus Areas
Ready to take the next step with Joseph Aw Clayes Iii Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $37,254,489 | $31,397,115 | $28,507,135 |
| Revenue | $8,284,110 | $5,296,561 | $1,845,898 |
| Expenses | $2,426,736 | $2,406,581 | $3,228,816 |
| Qualifying Distributions | $1,823,655 | $1,859,519 | $2,461,082 |
| Net Investment Income | $7,808,579 | $4,623,534 | $1,142,283 |
| Distributable Amount | $1,942,543 | $1,832,921 | $2,043,452 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cygnet Theatre Company ($1,700,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CYGNET THEATRE COMPANY SAN DIEGO, CA | SUPPORT OF PROGRAMS | $1,700,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRULETTE M CLAYES | TRUSTEE | 15 | $100,000 |
| BRENDAN A HOLMES | TRUSTEE | 15 | $100,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joseph Aw Clayes Iii Charitable Trust?
Joseph Aw Clayes Iii Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LA JOLLA, CA. It holds $37.3M in total assets as of 2024.
How large is Joseph Aw Clayes Iii Charitable Trust?
As of 2024, Joseph Aw Clayes Iii Charitable Trust holds $37.3M in total assets with $8.3M in annual revenue. It awarded 1 grants totaling $1.7M in 2024.
Where does Joseph Aw Clayes Iii Charitable Trust operate?
Joseph Aw Clayes Iii Charitable Trust has awarded grants in California.
What size grants does Joseph Aw Clayes Iii Charitable Trust award?
In 2024, Joseph Aw Clayes Iii Charitable Trust awarded 1 grants totaling $1.7M — an average of about $1.7M per grant, based on its IRS Form 990 filings.
How much is Joseph Aw Clayes Iii Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph Aw Clayes Iii Charitable Trust reported a distributable amount of $1.9M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph Aw Clayes Iii Charitable Trust's EIN?
Joseph Aw Clayes Iii Charitable Trust's EIN (Employer Identification Number) is 20-7515945. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Joseph Aw Clayes Iii Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Price Philanthropies Foundation
LA JOLLA, CA
Assets
$498.0M
Grants
246
Total Given
$33.8M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Jewish Community Foundation of San Diego
SAN DIEGO, CA
Assets
$788.6M
Grants
740
Total Given
$193.9M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Marymount California University
PALOS VERDES PENINSULA, CA
Assets
$52.9M
Grants
9
Total Given
$52.6M
Gives Sunset
SCOTTSDALE, AZ
Assets
$46K
Grants
8
Total Given
$37K
Pratt Memorial Fund
MILWAUKEE, WI
Assets
$4.3M
Grants
46
Total Given
$214K
The Joe and Lisa Davis Family
ENCINITAS, CA
Assets
$92K
Grants
3
Total Given
$23K
Violet M Johnson Family Foundation
CHICAGO, IL
Assets
$5.0M
Grants
10
Total Given
$1.8M
Manchester Charitable Foundation
SAN DIEGO, CA
Assets
$2.2M
Grants
5
Total Given
$113K
The Rose Foundation Inc
RANCHO SANTA FE, CA
Assets
$728K
Grants
5
Total Given
$239K
Rodan Family Foundation
ORINDA, CA
Assets
$83.0M
Grants
56
Total Given
$10.8M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Joseph Aw Clayes Iii Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities