Mary Ellen Warner Educational Trust
Mary Ellen Warner Educational Trust is a private foundation, based in Los Angeles, CA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 3 grants totaling $876K. Net investment income was $498K.
Mary Ellen Warner Educational Trust at a glance
In short: Mary Ellen Warner Educational Trust gave $876K across 3 grants in 2021 (avg $292K), mostly in California. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $876,235
- Grants made (2021)
- 3
- Average grant
- $292,078
- Median grant
- $411,235
- Primary geography
- California (100% 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 Mary Ellen Warner Educational Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2021
The largest 2021 recipient was University of Southern California ($415K). Together the top 3 received $876K.
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $250–500K range: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 3 itemized grants.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2021 it made 3 grants totaling $876K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Southern California Los Angeles, CA | Scholarships | $415,000 |
| Marymount High School Los Angeles, CA | Scholarships | $411,235 |
| UCLA Development Los Angeles, CA | Scholarships | $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 | — | $501,352 | $894,709 | $876,235 | 3 | $498,273 | $2,948 |
| 2020 | $393,357 | $69,075 | $28,474 | — | — | $52,870 | $35,927 |
Under IRS private-foundation payout rules, Mary Ellen Warner Educational Trust reported a distributable amount of $3K for 2021 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mary Ellen Warner Educational Trust's 2021 filing lists 2 officers; 1 of 2 officers listed in 2021 is compensated.
Officers on the 2021 filing
David L. Brady
Co-Trustee
On filings since 2020
$6K (2020) → $0 (2021)
Stephen P. Petty
Co-Trustee
On filings since 2020
2.5 hrs/week
$10K (2020) → $3K (2021)
Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
The highest reported compensation on the 2021 filing was $3K, to Stephen P Petty (Co-Trustee).
Frequently asked questions about Mary Ellen Warner Educational Trust
How much does Mary Ellen Warner Educational Trust give each year?
Mary Ellen Warner Educational Trust gave $876K across 3 grants in 2021, according to its 2021 IRS Form 990-PF.
What is Mary Ellen Warner Educational Trust's typical grant size?
Mary Ellen Warner Educational Trust's median grant in 2021 was $411,235, and its average grant was $292,078, across 3 grants on its 2021 IRS Form 990-PF.
Where does Mary Ellen Warner Educational Trust give grants?
Mary Ellen Warner Educational Trust gives mostly in California: 100% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Los Angeles, CA (3 grants).
Does Mary Ellen Warner Educational Trust give general operating support?
Not in 2021: none of the 3 grants with a stated purpose on Mary Ellen Warner Educational Trust's 2021 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (3 grants).
How much is Mary Ellen Warner Educational Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Mary Ellen Warner Educational Trust reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mary Ellen Warner Educational Trust's EIN?
Mary Ellen Warner Educational Trust's EIN (Employer Identification Number) is 95-6037882. IRS Form 990 filing data is available on this page for 2020–2021.
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 years 2020–2021
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