LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP logo

LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP

Private foundation · Grantmaker Westlake Village, CA EIN: 23-7364623 Website

The Livingston Memorial Foundation is a private foundation based in Westlake Village, California. It administers a trust dedicated to promoting medical and health services that benefit people in Ventura County.

LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP at a glance

In short: LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP gave $525K across 19 grants in 2026 (avg $28K), mostly in California. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$525,000
+1.0% vs 2025
Grants made (2026)
19
+11.8% vs 2025
Average grant
$27,632
-9.7% vs 2025
Median grant
$7,500
Total assets
$10,253,024
+4.0% vs 2025
Primary geography
California (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

Data from IRS Form 990-PF, 2026; updated November 2026.

How to apply to LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP

How to Apply

Organizations that have not previously received a grant and believe they meet the Foundation’s criteria should submit a brief introductory letter describing the need, amount requested, and relevant facts. Foundation staff review letters; eligible organizations whose programs or projects align with current priorities and selection criteria may be added to the mailing list. Listed agencies receive formal application instructions and forms in the fourth quarter. Formal applications must use the required forms and include an original and eight copies of the application, plus three copies of required financial statements. Staff review applications for conformance with the Foundation’s criteria; a site visit may be made. Final decisions are made by the Board.

Review Cycle
The 2024 filing lists November 22, 2025, as the application due date and notes that deadlines vary each year. The website says the deadline is set for each grant cycle and that award notices are mailed before the following April 30.
Deadline
The 2024 filing lists November 22, 2025, as the application due date and notes that deadlines vary each year.
Contact

Application contact: Laura K Mcavoy
Mailing address: 2801 Townsgate Road Suite 200, Westlake Village, CA 91361
Phone: (805) 418-3115
Website: https://livingstonmemorialfoundation.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP funds

How this funder distributes its grants

Grant Size Distribution

79 grants across all recorded years

69<$50K$50–100K10$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 69 grants of 79 (87%).

Geographic Focus

Where this funder awards grants

The Foundation states that its trust supports medical and health services benefiting Ventura County residents. All grant dollars reported for filing year 2025 went to California recipients.

Grant Distribution by State

1state

Share of 2026 grant dollars across all 19 itemized grants.

States

Cities

VenturaThousand OaksOxnardCamarilloSimi ValleySanta BarbaraNewbury ParkFullertonOjaiWestlake VillageRiversideSan FranciscoGlendale

How LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP gives

  • Giving held roughly steady from 2023 to 2026 (+11%). Method
  • In 2026 it paid out 134% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K16 grants2021 15 grants2022 13 grants2023 15 grants2024 17 grants2025 19 grants2026

From 2021 to 2026, annual grant giving ranged from $436K (2021) to $525K (2026). In 2026 it made 19 grants totaling $525K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
19 grants to individuals Recipients not named —$525,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$10,253,024$1,265,960$873,208$525,00019$727,120$1,139,946$543,252
2025$9,860,272$593,036$771,536$520,00017$658,164$480,151$533,457
2024$10,038,772$529,866$756,502$489,28015$640,577$387,912$504,456
2023$10,265,408$244,560$673,451$475,00013$577,468$188,597$497,189
2022$10,707,429$2,079,885$689,028$447,70015$568,442$1,983,584$565,643
2021$9,315,551$1,144,693$722,795$435,50016—$969,130$530,026

Under IRS private-foundation payout rules, LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP reported a distributable amount of $543K for 2026 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The Foundation’s stated purpose is to promote medical and health services benefiting Ventura County residents. Its grant restrictions specify support for health and health-related activities in Ventura County. In its 2025 filing, all grant dollars went to recipients in California.

Recent recipients illustrate the range of supported organizations. An individual recipient describes its work as providing home health services, from rehabilitative care to hospice care, to Ventura County residents. Westminster Free Clinic says it provides free healthcare and health-supporting services to low-income, uninsured individuals and families. Free Clinic of Simi Valley describes providing medical care, counseling, dental and legal assistance regardless of ability to pay.

Grantmaking

In filing year 2025, the Foundation reported 17 grants totaling $520,000. Grants ranged from $2,000 to $210,000, with a median of $7,500. Its largest awards included $210,000 to an individual recipient, $180,000 to Westminster Free Clinic, and $45,000 to Free Clinic of Simi Valley. Other reported grants included $15,000 to Planned Parenthood–California Central Coast and $12,500 to Health Care Foundation for Ventura. Its 2026 filing, the latest on this page, reports 19 grants totaling $525,000.

Separately, the Foundation’s April 30, 2026 press release reported $525,000 awarded to 19 Ventura County nonprofit organizations during its 2025/2026 grant year.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Laura K. McAvoy as Chairman/President, Kathleen F. Deutschman as Vice President, John Walters, M.D., as CFO, Benjamin Pecht, M.D., as assistant CFO, and Jane Donlon Walters as Secretary. The Foundation’s website lists Laura K. McAvoy, Kathleen F. Deutschman, Benjamin Pecht, and John R. Walters as directors.

LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP is led by Laura K. Mc Avoy, Chairman & President on every filing since 2021; 4 of 5 officers listed in 2026 are compensated.

Officers on the 2026 filing

  • Laura K. Mc Avoy

    Chairman & President

    On filings since 2021

    8 hrs/week

    No compensation reported

  • John Walters MD

    CFO

    On filings since 2021

    1 hr/week

    $2K (2025) → $2K (2026)

  • Kathleen F. Deutschman

    Vice President

    Secretary → Vice President, 2024

    On filings since 2021

    1 hr/week

    $1K (2021) → $2K (2026)

  • Jane Donlon Walters

    Secretary

    Director → Secretary, 2024

    On filings since 2022

    1 hr/week

    $2K (2022) → $2K (2026)

  • Benjamin Pecht MD

    Assistant CFO

    Director → Assistant CFO, 2025

    On filings since 2024

    1 hr/week

    $2K (2025) → $2K (2026)

Former officers (3)
  • Former: Richard S. Loft MD (2021–2023) — Vc & Vice President
  • Former: Marcia L. Donlon (2021–2022) — Assistant Secretary
  • Former: Thomas Pecht (2021–2022) — Vc, Vice President & Assistant Secretary

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Jane Donlon Walters — Secretary: $2KJane Donlon WaltersSecretary$2KBenjamin Pecht MD — assistant cfo: $2KBenjamin Pecht MDassistant cfo$2KJohn Walters MD — CFO: $2KJohn Walters MDCFO$2KKathleen F Deutschman — Vice President: $2KKathleen F DeutschmanVice President$2K

The highest reported compensation on the 2026 filing was $2K, to Jane Donlon Walters (Secretary). 4 officers or directors reported compensation on that filing.

Frequently asked questions about LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP

How much does LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP give each year?

LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP gave $525K across 19 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $520K across 17 grants.

What is LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP's typical grant size?

LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP's median grant in 2026 was $7,500, and its average grant was $27,632, across 19 grants on its 2026 IRS Form 990-PF.

Where does LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP give grants?

LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP gives mostly in California: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there.

Does LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP give general operating support?

Not in 2026: none of the 19 grants with a stated purpose on LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP's 2026 IRS Form 990-PF were described as general or operating support.

How large is LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP?

LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP reported $10.3M in total assets on its 2026 IRS Form 990-PF. It paid out $727K in qualifying distributions that year, against a required minimum of $543K (roughly 5% of its investment assets).

What does LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP fund?

The Foundation’s stated purpose is to promote medical and health services benefiting Ventura County residents. Its grant restrictions specify support for health and health-related activities in Ventura County. In its 2025 filing, all grant dollars went to recipients in California. See mission & focus areas ↑

How do I apply for a grant from LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP?

Organizations that have not previously received a grant and believe they meet the Foundation’s criteria should submit a brief introductory letter describing the need, amount requested, and relevant facts. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP's EIN?

LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP's EIN (Employer Identification Number) is 23-7364623. IRS Form 990 filing data is available on this page for 2021–2026.

Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS September 1, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Explore Open Grants

Browse active grant opportunities in LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Swift Memorial Health Care Foundation

Camarillo, CA

The Swift Memorial Health Care Foundation supported Ventura County nonprofits addressing local health-care needs or providing health-care services; its successor fund at VCCF typically awards $3,000–$10,000 for projects, with requests capped at $20,000. The foundation dissolved and transferred its assets to VCCF, whose application for the successor fund is currently closed.

Assets

—

Grants

1

Total Given

$4.5M

Sherwood Country Club Charitable Foundation

Thousand Oaks, CA

Sherwood Cares funds 501(c)(3) organizations serving children and families, especially programs addressing education, medical care, nutrition, and safety for low-income or vulnerable people. Recent grants ranged from $2,500 to $100,000, with a median of $22,500; it focuses on communities within a 25-mile drive of Sherwood Country Club in Ventura and Los Angeles counties. It accepts online applications in two annual cycles, January–February and July–August.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.4M

Grants

48

Total Given

$1.6M

Shum Charitable Fund

Camarillo, CA

Assets

$50K

Grants

4

Total Given

$4K

Martin V and Martha K Smith Foundation

Camarillo, CA

To enhance the quality of life for the residents of Ventura county, with a preference for serving the oxnard plains.

Assets

—

Grants

1

Total Given

$7K

Thousand Oaks Rotary Club

Thousand Oaks, CA

Specific and primary purpose is charitable and benevolent and to encourage, promote and extend the object of rotary international.

Assets

$275K

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4

Total Given

$29K

Ventura County Community Foundation

Camarillo, CA

Ventura County Community Foundation funds community needs and programs including arts and culture, health care, LGBTQ+ equality, education and scholarships, and urgent relief, primarily in Ventura County, though some funds serve nearby counties. Its 2025 grants ranged from $5,031 to $1.1 million, with a median grant of $15,000; some fund-specific health-care awards are typically $3,000–$10,000. Application access depends on the individual fund: VCCF directs applicants to each opportunity, and the profile does not state whether it accepts general unsolicited requests.

Assets

$250.3M

Grants

243

Total Given

$11.5M

More similar funders

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Cite this profile

Grantable. (2026). LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP funder profile. GrantGraph. Retrieved November 2, 2026, from https://grantable.co/funders/livingston-memorial-foundation-co-musick-peeler-and-garrett-llp-morg_9d3a70063c6147bbbe3cad27a59601d8

BibTeX
@misc{grantable_237364623_2026,
  author       = {{Grantable}},
  title        = {{LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER \& GARRETT LLP funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/livingston-memorial-foundation-co-musick-peeler-and-garrett-llp-morg_9d3a70063c6147bbbe3cad27a59601d8},
  note         = {Accessed 2026-11-02. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from LIVINGSTON MEMORIAL FOUNDATION co MUSICK PEELER & GARRETT LLP's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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