Jw Sefton Foundation

SAN DIEGO, CA EIN: 95-1513384

Jw Sefton Foundation is a private foundation focused on Children and youth, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $19.8M in total assets. In 2024, it awarded 6 grants totaling $1.3M. Net investment income was $1.2M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$19.8M

-1.0% YoY

Annual Giving

$1.3M

+3.3% YoY

Grant Count

6

-33.3% YoY

Avg Grant Size

$213K

+54.9% YoY

Under IRS private-foundation payout rules, Jw Sefton Foundation reported a distributable amount of $1.4M for 2024 — the minimum it must pay out in qualifying distributions.

About Jw Sefton Foundation

Based on IRS filings

Jw Sefton Foundation is a private foundation focused on Children and youth, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $19.8M in total assets. In 2024, it awarded 6 grants totaling $1.3M. Net investment income was $1.2M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Chula VistaPleasant HillSan Diego

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$495K$990K$1M$2M20202021202220232024
Metric202420232022
Total Assets$19,835,550$20,043,841$19,790,401
Revenue$1,275,799$1,659,639$1,403,866
Expenses$1,484,090$1,406,199$1,424,043
Qualifying Distributions$1,352,629$1,296,939$1,299,141
Net Investment Income$1,169,667$1,563,287$1,302,716
Distributable Amount$1,363,660$1,258,152$1,302,615

Giving Over Time

Total grant dollars and number of grants per year

$0$341K$683K$1M$1M7 grants20209 grants20219 grants20229 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

SAN DIEGO NATURAL HISTOR…$425KOCEAN DISCOVERY INSTITUTE$300KFOREVER BALBOA PARK$250KSAN DIEGO STATE UNIVERSITY$175KZOOLOGICAL SOCIETY OF SA…$100KTHE SAN DIEGO FOUNDATION$25K

Grant Size Distribution

40 grants across all recorded years

9<$50K2$50–100K21$100–250K6$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include San Diego Natural History Museum ($425,000), Ocean Discovery Institute ($300,000), Forever Balboa Park ($250,000).

RecipientPurposeAmount
FOREVER BALBOA PARK SAN DIEGO, CAANNUAL FUND CAMPAIGN$250,000
OCEAN DISCOVERY INSTITUTE SAN DIEGO, CACHALLENGE GRANT - ENDOWMENT FUND INITIATIVE$300,000
SAN DIEGO NATURAL HISTORY MUSEUM SAN DIEGO, CAGRANT FOR GENERAL OPERATING SUPPORT$425,000
SAN DIEGO STATE UNIVERSITY SAN DIEGO, CASAN DIEGO WATER QUALITY MONITORING PROGRAM GRANT$175,000
THE SAN DIEGO FOUNDATION SAN DIEGO, CAGRANT FOR FRIENDS OF CHULA VISTA ANIMAL CARE FACILITY$25,000
ZOOLOGICAL SOCIETY OF SAN DIEGO SAN DIEGO, CAGRANT FOR GENERAL OPERATING SUPPORT$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

HARLEY SEFTONPRESIDENT$1KPETER R LADOWVICE PRESIDENT/TREASURER$1KROBERT SCOTTSECRETARY$1KKATHRYN ANDERSON KIMDIRECTOR$1KBRENNA C SEFTONDIRECTOR$1K

From 2024 filing

NameTitleHoursCompensation
HARLEY SEFTONPRESIDENT1$1,200
LAURIE S HENSONDIRECTOR EMERITUS
PETER R LADOWVICE PRESIDENT/TREASURER0.5$1,200
ROBERT SCOTTSECRETARY0.25$1,200
KATHRYN ANDERSON KIMDIRECTOR1$1,200
BRENNA C SEFTONDIRECTOR0.5$1,200

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jw Sefton Foundation?

Jw Sefton Foundation is a private foundation focused on Children and youth, based in SAN DIEGO, CA. It holds $19.8M in total assets as of 2024.

How large is Jw Sefton Foundation?

As of 2024, Jw Sefton Foundation holds $19.8M in total assets with $1.3M in annual revenue. It awarded 6 grants totaling $1.3M in 2024.

Where does Jw Sefton Foundation operate?

Jw Sefton Foundation has awarded grants in California.

What size grants does Jw Sefton Foundation award?

In 2024, Jw Sefton Foundation awarded 6 grants totaling $1.3M — an average of about $213K per grant, based on its IRS Form 990 filings.

How much is Jw Sefton Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jw Sefton Foundation reported a distributable amount of $1.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jw Sefton Foundation's EIN?

Jw Sefton Foundation's EIN (Employer Identification Number) is 95-1513384. 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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