Lavery Foundation
Lavery Foundation is a private foundation, based in Encinitas, CA. IRS filing data is available for 2021. As of 2021, the organization holds $2.7M in total assets. In 2021, it awarded 5 grants totaling $250K. Net investment income was $1.3M.
Lavery Foundation at a glance
In short: Lavery Foundation gave $250K across 5 grants in 2021 (avg $50K), top state New Jersey. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $250,000
- Grants made (2021)
- 5
- Average grant
- $50,000
- Median grant
- $50,000
- Total assets
- $2,702,709
- Primary geography
- New Jersey (40% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
Who Lavery Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2021
The largest 2021 recipient was John Hopkins University ($50K). Together the top 5 received $250K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 5 itemized grants.
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2021 it made 5 grants totaling $250K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| John Hopkins University Baltimore, MD | General Purpose of Charitable Organization | $50,000 |
| Morris Catholic High School Denville, NJ | General Purpose of Charitable Organization | $50,000 |
| Regents of the University of California Oakland, CA | General Purpose of Charitable Organization | $50,000 |
| Seton Hall University South Orange, NJ | General Purpose of Charitable Organization | $50,000 |
| University of Maine Foundation Orono, ME | General Purpose of Charitable Organization | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2021 | $2,702,709 | $1,334,969 | $253,167 | $250,000 | 5 | $1,334,819 | $125,336 |
Under IRS private-foundation payout rules, Lavery Foundation reported a distributable amount of $125K for 2021 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lavery Foundation's 2021 filing lists 2 officers; none of the 2 officers listed in 2021 report compensation.
Officers on the 2021 filing
Charlotte D. Lavery
Trustee
New on the 2021 filing
5 hrs/week
No compensation reported
John W. Lavery
Trustee
New on the 2021 filing
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lavery Foundation
How much does Lavery Foundation give each year?
Lavery Foundation gave $250K across 5 grants in 2021, according to its 2021 IRS Form 990-PF.
What is Lavery Foundation's typical grant size?
Lavery Foundation's median grant in 2021 was $50,000, and its average grant was $50,000, across 5 grants on its 2021 IRS Form 990-PF.
Where does Lavery Foundation give grants?
Lavery Foundation's top state is New Jersey, with 40% of the grant dollars itemized on its 2021 IRS Form 990-PF. The next largest states were Maryland (20%) and California (20%).
Does Lavery Foundation give general operating support?
Yes: 100% of Lavery Foundation's 2021 grants with a stated purpose (5 of 5) were for general or operating support, per its 2021 IRS Form 990-PF.
Who are Lavery Foundation's largest grantees?
Lavery Foundation's largest 2021 grantees include John Hopkins University ($50,000), Morris Catholic High School ($50,000) and Regents of the University of California ($50,000), according to its 2021 IRS Form 990-PF. Together they received 60% of its itemized 2021 grant dollars.
How large is Lavery Foundation?
Lavery Foundation reported $2.7M in total assets on its 2021 IRS Form 990-PF. Its revenue that year was $1.3M.
How much is Lavery Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Lavery Foundation reported a distributable amount of $125K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lavery Foundation's EIN?
Lavery Foundation's EIN (Employer Identification Number) is 22-6907824. IRS Form 990 filing data is available on this page for 2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2021
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