Minerva Club Trust Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA MARIA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $275K in total assets. In 2024, it awarded 9 grants totaling $16K. Net investment income was $19K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$275K
+0.3% YoY
Annual Giving
$16K
-7.7% YoY
Grant Count
9
+28.6% YoY
Avg Grant Size
$2K
-28.2% YoY
Under IRS private-foundation payout rules, Minerva Club Trust Fund Inc reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
About Minerva Club Trust Fund Inc
Based on IRS filings
Minerva Club Trust Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA MARIA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $275K in total assets. In 2024, it awarded 9 grants totaling $16K. Net investment income was $19K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $275,499 | $274,549 | $283,947 |
| Revenue | $21,970 | $13,033 | $9,897 |
| Expenses | $21,020 | $22,431 | $24,643 |
| Qualifying Distributions | $15,600 | $16,900 | $18,200 |
| Net Investment Income | $18,598 | $9,645 | $9,040 |
| Distributable Amount | $15,869 | $14,954 | $16,279 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Allan Hancock College ($2,400), Cal Poly ($2,400), Uc Davis ($2,400).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLAN HANCOCK COLLEGE SANTA MARIA, CA | SCHOLARSHIP | $2,400 |
| CAL POLY SAN LUIS OBISPO, CA | SCHOLARSHIP | $2,400 |
| UC DAVIS DAVIS, CA | SCHOLARSHIP | $2,400 |
| UC SANTA CRUZ SANTA CRUZ, CA | SCHOLARSHIP | $1,200 |
| UCLA LOS ANGELES, CA | SCHOLARSHIP | $2,400 |
| CAL BAPTIST UNIVERSITY RIVERSIDE, CA | SCHOLARSHIP | $1,200 |
| CAL LUTHERAN UNIVERSITY THOUSAND OAKS, CA | SCHOLARSHIP | $1,200 |
| CAL STATE UNIVERSITY-LONG BEACH LONG BEACH, CA | SCHOLARSHIP | $1,200 |
| UC SANTA BARBARA SANTA BARBARA, CA | SCHOLARSHIP | $1,200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KAREN DALLY | SECRETARY | 10 | — |
| KAREN DRAPER | TREASURER | 10 | — |
| LISA WESNER | PRESIDENT | 10 | — |
| VONDA DAMORE | TRUSTEE | 10 | — |
| SHELLEY KLEIN | TRUSTEE | 10 | — |
| LESLIE MOSSON | TRUSTEE | 10 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Minerva Club Trust Fund Inc?
Minerva Club Trust Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA MARIA, CA. It holds $275K in total assets as of 2024.
How large is Minerva Club Trust Fund Inc?
As of 2024, Minerva Club Trust Fund Inc holds $275K in total assets with $22K in annual revenue. It awarded 9 grants totaling $16K in 2024.
Where does Minerva Club Trust Fund Inc operate?
Minerva Club Trust Fund Inc has awarded grants in California, Florida, Kansas, Massachusetts, Texas, Virginia, Wisconsin.
What size grants does Minerva Club Trust Fund Inc award?
In 2024, Minerva Club Trust Fund Inc awarded 9 grants totaling $16K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Minerva Club Trust Fund Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Minerva Club Trust Fund Inc reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Minerva Club Trust Fund Inc'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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