Pacific Western Foundation
Pacific Western Foundation is a private, independent foundation located in South Pasadena, California (EIN 95-6097360). Granted charitable status in October 1956, the foundation makes grants to other organizations and does not conduct separate charitable activities.
Key facts about Pacific Western Foundation
- EIN
- 95-6097360
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $105,009
- Grants made (2024)
- 33
- Average grant
- $3,182
- Median grant
- $2,000
- New grantees (estimate)
- 21% first-time grantees (7 of 33, 2024)
- Total assets
- $2,420,575
- Primary geography
- California (90% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- Yes
- How to apply
- The foundation accepts unsolicited grant applications. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Pacific Western Foundation funds
By grant dollars, the top recipient states for Pacific Western Foundation's 33 itemized 2024 grants were California (90%). The most frequent recipient cities were Los Angeles, CA (10 grants), San Francisco, CA (4 grants) and Pasadena, CA (3 grants). None of its 33 grants with a stated purpose were described as general or operating support. Recurring purposes include "For Education" (12 grants) and "Provide Support to Other Foundation" (3 grants).
Is Pacific Western Foundation open to new grantees?
21%
first-time grantees, 2024
In 2024, 7 of 33 grantees (21%) were first-time recipients. First grants averaged $3K; repeat grants $3K. How we count
Medians: $3K first-time, $1K repeat.
- 79% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+15%). Method
- In 2024 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Pacific Western Foundation
- How to evaluate Pacific Western Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Pacific Western Foundation with AI
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.4M
+10.0% YoY
Annual Giving
$105K
+55.6% YoY
Grant Count
33
+13.8% YoY
Avg Grant Size
$3K
+36.7% YoY
Under IRS private-foundation payout rules, Pacific Western Foundation reported a distributable amount of $140K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's official purpose is to make gifts, grants, or loans to other organizations. Based on recent grantmaking patterns, the foundation funds:
- Education
- Healthcare and spiritual services
- Elderly care for the needy
- Human services and mental health/crisis intervention
Grantmaking
Grant Range
$2,000
Average Grant
$3,000
Review Cycle
is provided; the foundation may have continuous intake of proposals. Applications should indicate the amount requested and why it is needed. The fiscal year ends in December.
How to Apply
**
Ready to take the next step with Pacific Western Foundation?
Geographic Focus
Where this funder awards grants
Recent grants have reached five states: California (primary focus, $94,000), Florida ($5,000), Vermont ($3,000), New York ($3,000), and Arizona ($1,000).
Grant Distribution by State
Share of all 33 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2024:
- Total assets: $2,420,575
- Total revenue: $359,878
- Total expenses: $147,896
- Net surplus: $211,982
- Investments: $2,360,170
As of December 31, 2023:
- Total assets: $2,201,233
- Total revenue: $112,596
- Total expenses: $117,653
Revenue Sources (FY2024):
- Investment income and dividends: $55,128
- Net gain from sale of non-inventory assets: $15,666
- Miscellaneous revenues: $41,802
Historical Context: The foundation's major donor is reported as Western Gear Corp. The foundation has distributed between $71,000 and $105,000 annually in recent years, with grantmaking activity highest in 2021 at $92,000 across 31 grants.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,420,575 | $2,201,233 | $2,227,078 |
| Revenue | $359,878 | $112,596 | $155,132 |
| Expenses | $147,896 | $117,653 | $152,900 |
| Qualifying Distributions | $109,416 | $71,778 | $87,079 |
| Net Investment Income | $284,255 | $64,375 | $99,569 |
| Distributable Amount | $140,257 | $122,800 | $125,975 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
149 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Santa Clara University ($18,000), Dolores Mission School ($12,500), Song for Charlie ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SANTA CLARA UNIVERSITY Santa Clara, CA | FOR EDUCATION | $18,000 |
| DOLORES MISSION SCHOOL Los Angeles, CA | FOR EDUCATION | $12,500 |
| SONG FOR CHARLIE Pasadena, CA | WARN PEOPLE OF PREVALENCE OF FAKE PILLS AND OFFERING HEALTHIER ALTERNATIVES TO MANAGING STRESS | $10,000 |
| LOYOLA HIGH SCHOOL Los Angeles, CA | FOR EDUCATION | $8,000 |
| MS PATTY WALTCHER Ojai, CA | PROVIDE SUPPORT TO OTHER FOUNDATION | $5,000 |
| SANTA CHIARA CHILDREN'S CENTER Vero Beach, FL | PROVIDE SUPPORT TO OTHER FOUNDATION | $5,000 |
| LITTLE SISTERS OF THE POOR-SAN PEDRO Los Angeles, CA | PROVIDE ELDERLY CARE TO THE NEEDY TO ASSURE PHYSICAL, MATERIAL, EMOTIONAL, SOCIAL AND SPIRITUAL SUPPORT | $4,000 |
| MISSION DOLORES ACADEMY San Francisco, CA | FOR EDUCATION | $4,000 |
| LITTLE SISTERS OF THE POOR-SAN FRANCISCO San Francisco, CA | PROVIDE ELDERLY CARE TO THE NEEDY TO ASSURE PHYSICAL, MATERIAL, EMOTIONAL, SOCIAL AND SPIRITUAL SUPPORT | $3,000 |
| MAYFIELD SENIOR SCHOOL Pasadena, CA | FOR EDUCATION | $3,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is governed by five unpaid officers and board members:
- Patrick L. Nally (President)
- Peter Moore (Vice President/Treasurer)
- John Cruden (Secretary)
- Two additional trustees
Joseph T. Nally is listed as principal officer in some records.
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Patrick L Nally | President | — | — |
| Peter Moore | Vice President/Treasurer | — | — |
| John Cruden | Secretary | — | — |
Frequently Asked Questions
What does Pacific Western Foundation fund?
The foundation's official purpose is to make gifts, grants, or loans to other organizations. Based on recent grantmaking patterns, the foundation funds: • Education • Healthcare and spiritual services • Elderly care for the needy • Human services and mental health/crisis intervention
How do I apply for a grant from Pacific Western Foundation?
The foundation accepts unsolicited grant applications. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Pacific Western Foundation make grants?
Recent grants have reached five states: California (primary focus, $94,000), Florida ($5,000), Vermont ($3,000), New York ($3,000), and Arizona ($1,000).
What size grants does Pacific Western Foundation award?
In 2024, Pacific Western Foundation awarded 33 grants totaling $105K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Pacific Western Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Pacific Western Foundation reported a distributable amount of $140K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Pacific Western Foundation's EIN?
Pacific Western Foundation's EIN (Employer Identification Number) is 95-6097360. IRS Form 990 filing data is available on this page for 2020–2024.
Does Pacific Western Foundation accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.