Minerva Club Trust Fund Inc
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.
Minerva Club Trust Fund Inc at a glance
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.
- Annual giving (2025)
- $16,900
- +8.3% vs 2024
- Grants made (2025)
- 6
- -33.3% vs 2024
- Average grant
- $2,817
- +62.5% vs 2024
- Median grant
- $1,300
- Total assets
- $303,766
- +10.3% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Minerva Club Trust Fund Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
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
The most common grant size was under $50K: 41 grants of 41 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $16K (2024) to $18K (2022). In 2025 it made 6 grants totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UCLA Los Angeles, CA | Scholarship | $7,800 |
| 2 individual scholarships Recipients not named | — | $5,200 |
| Allan Hancock College Santa Maria, CA | Scholarship | $1,300 |
| The Master's University Santa Clarita, CA | Scholarship | $1,300 |
| University of San Francisco San Francisco, CA | Scholarship | $1,300 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $303,766 | $49,554 | $21,787 | $16,900 | 6 | $16,900 | $45,456 | $1,486 |
| 2024 | $275,499 | $21,970 | $21,020 | $15,600 | 9 | $15,600 | $18,598 | $15,869 |
| 2023 | $274,549 | $13,033 | $22,431 | $16,900 | 7 | $16,900 | $9,645 | $14,954 |
| 2022 | $283,947 | $9,897 | $24,643 | $18,200 | 10 | $18,200 | $9,040 | $16,279 |
| 2021 | $298,693 | $41,380 | $23,208 | $17,550 | 9 | $17,550 | $36,930 | $17,658 |
| 2020 | $280,521 | $14,600 | $21,017 | $16,250 | 9 | — | $11,688 | $15,814 |
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.
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 23, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Minerva Club Trust Fund Inc funds
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