Minerva Club Trust Fund Inc

Private foundation · Grantmaker Santa Maria, CA EIN: 77-0562319

Minerva Club Trust Fund Inc is a private foundation, based in Santa Maria, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $304K in total assets. In 2025, it awarded 6 grants totaling $17K. Net investment income was $45K.

Key facts about Minerva Club Trust Fund Inc

In short: Minerva Club Trust Fund Inc gave $17K across 6 grants in 2025 (avg $3K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
77-0562319
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$16,900
Grants made (2025)
6
Average grant
$2,817
Median grant
$1,300
Total assets
$303,766
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$304K

+10.3% YoY

Annual Giving

$17K

+8.3% YoY

Grant Count

6

-33.3% YoY

Avg Grant Size

$3K

+62.5% YoY

Under IRS private-foundation payout rules, Minerva Club Trust Fund Inc reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.

How Minerva Club Trust Fund Inc gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

Santa MariaLos AngelesSanta BarbaraBerkeleySanta ClaritaCambridgeCollege StationDallasDavisFresnoLynchburgManhattanPensacolaRiversideSan FranciscoSanta ClaraThousand OaksWatertownCamarilloCarson

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K9 grants2020 9 grants2021 10 grants2022 7 grants2023 9 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $16K (2024) to $18K (2022). In 2025 it made 6 grants totaling $17K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

UCLA: $8KUCLA$8KAllan Hancock College: $1KAllan Hancock College$1KThe Master's University: $1KThe Master's University$1KUniversity of San Francisco: $1KUniversity of San Francisco$1K

The largest 2025 recipient was UCLA ($8K). Together the top 4 received $12K.

Organizations only. It also paid 2 individual scholarships ($5,200), which are not listed by name.

Grant Size Distribution

41 grants across all recorded years

41<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 41 grants of 41 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UCLA Los Angeles, CAScholarship$7,800
2 individual scholarships Recipients not named —$5,200
Allan Hancock College Santa Maria, CAScholarship$1,300
The Master's University Santa Clarita, CAScholarship$1,300
University of San Francisco San Francisco, CAScholarship$1,300

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$303,766$275,499$274,549
Revenue$49,554$21,970$13,033
Expenses$21,787$21,020$22,431
Qualifying Distributions$16,900$15,600$16,900
Net Investment Income$45,456$18,598$9,645
Distributable Amount$1,486$15,869$14,954

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 23, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Minerva Club Trust Fund Inc is led by Lisa Wesner, President since 2024 (on filings since 2023); none of the 6 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Lisa Wesner

    President

    Trustee → President, 2024

    On filings since 2023

    10 hrs/week

    No compensation reported

  • Leslie Mosson

    Trustee

    On filings since 2024

    10 hrs/week

    No compensation reported

  • Shelley Klein

    Trustee

    On filings since 2024

    10 hrs/week

    No compensation reported

  • Vonda Damore

    Trustee

    On filings since 2024

    10 hrs/week

    No compensation reported

  • Karen Dally

    Secretary

    Treasurer → Secretary, 2024

    On filings since 2023

    10 hrs/week

    No compensation reported

  • Karen Draper

    Treasurer

    On filings since 2024

    10 hrs/week

    No compensation reported

Former officers (13)
  • Former: Barbara Steveson (2020–2023) — Treasurer
  • Former: Scottie Ortiz (2021–2023) — Trustee
  • Former: Eileen Hervey (2022–2023) — President
  • Former: Linda McCollister (2022–2023) — Trustee
  • Former: Pamela Risher (2022–2023) — Secretary
  • Former: Linda Reed (2022) — Secretary
  • Former: Norma Lenihan (2022) — Trustee
  • Former: Barbara Johnston (2020–2021) — President
  • Former: Diane Freeman (2021) — Trustee
  • Former: Mary Nanning (2021) — Secretary
  • Former: Carolyn Acquistapace (2020) — Trustee
  • Former: Judy Garrett (2020) — President
  • Former: Robin Bouwmeester (2020) — Secretary

Data from IRS Form 990 filings, 2020–2025. "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 Minerva Club Trust Fund Inc

How much does Minerva Club Trust Fund Inc give each year?

Minerva Club Trust Fund Inc gave $17K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 9 grants.

What is Minerva Club Trust Fund Inc's typical grant size?

Minerva Club Trust Fund Inc's median grant in 2025 was $1,300, and its average grant was $2,817, across 6 grants on its 2025 IRS Form 990-PF.

Where does Minerva Club Trust Fund Inc give grants?

Minerva Club Trust Fund Inc gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Minerva Club Trust Fund Inc give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on Minerva Club Trust Fund Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (6 grants).

Who are Minerva Club Trust Fund Inc's largest grantees?

Minerva Club Trust Fund Inc's largest 2025 grantees include UCLA ($7,800), Allan Hancock College ($1,300) and The Master's University ($1,300), according to its 2025 IRS Form 990-PF. It also paid 2 individual scholarships ($5,200), which are not listed by name. Together they received 62% of its itemized 2025 grant dollars.

How large is Minerva Club Trust Fund Inc?

Minerva Club Trust Fund Inc reported $304K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).

What is Minerva Club Trust Fund Inc's EIN?

Minerva Club Trust Fund Inc's EIN (Employer Identification Number) is 77-0562319. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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