Lavery Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
$2.7M
Annual Giving
$250K
Grant Count
5
Avg Grant Size
$50K
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.
About Lavery Foundation
Based on IRS filings
Lavery Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 |
|---|---|
| Total Assets | $2,702,709 |
| Revenue | $1,334,969 |
| Expenses | $253,167 |
| Qualifying Distributions | — |
| Net Investment Income | $1,334,819 |
| Distributable Amount | $125,336 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2021
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest include John Hopkins University ($50,000), Morris Catholic High School ($50,000), Regents of the University of California ($50,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN W LAVERY | TRUSTEE | 5 | — |
| CHARLOTTE D LAVERY | TRUSTEE | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lavery Foundation?
Lavery Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in ENCINITAS, CA. It holds $2.7M in total assets as of 2021.
How large is Lavery Foundation?
As of 2021, Lavery Foundation holds $2.7M in total assets with $1.3M in annual revenue. It awarded 5 grants totaling $250K in 2021.
Where does Lavery Foundation operate?
Lavery Foundation has awarded grants in California, Maryland, Maine, New Jersey.
What size grants does Lavery Foundation award?
In 2021, Lavery Foundation awarded 5 grants totaling $250K — an average of about $50K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Lavery Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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