RDL Charitable Trust
RDL Charitable Trust is a private foundation based in Laguna Niguel, California. Its 2024 filing reports grants to charitable organizations and individuals, including organizations supporting children and families, military communities, and other community needs.
RDL Charitable Trust at a glance
In short: RDL Charitable Trust gave $591K across 36 grants in 2024 (avg $16K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $590,975
- +88.6% vs 2023
- Grants made (2024)
- 36
- +89.5% vs 2023
- Average grant
- $16,416
- -0.5% vs 2023
- Median grant
- $2,000
- Total assets
- $23,990,685
- +3.9% vs 2023
- Primary geography
- California (73% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to RDL Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 28202 Cabot Road Suite 300, Laguna Niguel, CA 92677
Phone: (949) 460-4510
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who RDL Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was City of Hope ($150K). Together the top 10 received $494K.
Organizations only. It also paid 1 grant to individuals ($48,642), which are not listed by name.
Grant Size Distribution
80 grants across all recorded years
The most common grant size was under $50K: 62 grants of 80 (78%).
Geographic Focus
Where this funder awards grants
In 2024, 73% of grant dollars went to recipients in California and 25% to recipients in Texas. The filing also lists Iowa, Maryland, and New York at 0% each.
Grant Distribution by State
Share of 2024 grant dollars across all 36 itemized grants.
States
Cities
How RDL Charitable Trust gives
- 26% of 2024 grantees were also funded in 2023. Method
- Giving grew 112% from 2021 to 2024. Method
- In 2024 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $279K (2021) to $591K (2024). In 2024 it made 36 grants totaling $591K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| City of Hope Dallas, TX | General Support | $150,000 |
| Jessie Rees Foundation Irvine, CA | General Support | $134,081 |
| 1 grant to individuals Recipients not named | — | $48,642 |
| Patriots & Paws Huntington Beach, CA | General Support | $43,307 |
| The Ecology Center San Juan Capistrano, CA | General Support | $41,184 |
| Choc Foundation Orange, CA | General Support | $25,795 |
| Anaheim Elementary School District Anaheim, CA | Bicycles for Anaheim Elementary Public Schools | $21,581 |
| Fisher House Southern California Inc Long Beach, CA | General Support | $20,970 |
| Dawgs Project Hawthorne, CA | General Support | $20,000 |
| Coras Crafts Brea, CA | General Support | $19,062 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $23,990,685 | $1,325,073 | $1,623,870 | $590,975 | 36 | $1,155,128 | $937,922 | $1,177,889 |
| 2023 | $23,092,421 | $20,732,025 | $1,377,080 | $313,399 | 19 | $1,015,971 | $5,426,653 | $474,942 |
| 2022 | $12,427,411 | $199,299 | $1,055,108 | $413,322 | 11 | $787,046 | $75,309 | $670,177 |
| 2021 | $15,745,665 | $1,086,056 | $857,304 | $278,650 | 8 | $621,376 | $851,029 | $755,149 |
| 2020 | $15,013,775 | $139,455 | $966,101 | $476,000 | 6 | — | $145,049 | $689,446 |
Under IRS private-foundation payout rules, RDL Charitable Trust reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2024 grants include general support for organizations as well as hardship assistance to individuals and specific support for bicycles for Anaheim elementary public schools.
Among its grantees, the Jessie Rees Foundation describes its mission as supporting children and families affected by childhood cancer through connection, resources, and encouragement. CHOC Foundation says it supports pediatric services, medical education, research, and related fields. Fisher House Southern California describes work providing residential facilities and other support for military families whose loved ones are receiving treatment. These are the grantees’ stated missions, not a stated mission of the trust.
Grantmaking
In 2024, the trust reported 36 grants totaling $590,975. Grants ranged from $35 to $150,000, with a median of $2,000. Its largest reported grants included $150,000 to City of Hope for general support and $134,081 to the Jessie Rees Foundation for general support. Other notable grants included $48,642 in hardship assistance to various individuals, $43,307 to Patriots & Paws, and $41,184 to The Ecology Center, each for general support except the individual assistance.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists David Lowenthal as trustee.
RDL Charitable Trust is led by David Lowenthal, Trustee on every filing since 2022 — the only officer listed, and compensated.
Officers on the 2024 filing
David Lowenthal
Trustee
On filings since 2022
65 hrs/week
$30K (2022) → $460K (2024)
Former officers (1)
- Former: Ania M. Lowenthal (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $460K, to David Lowenthal (Trustee).
Frequently asked questions about RDL Charitable Trust
How much does RDL Charitable Trust give each year?
RDL Charitable Trust gave $591K across 36 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $313K across 19 grants.
What is RDL Charitable Trust's typical grant size?
RDL Charitable Trust's median grant in 2024 was $2,000, and its average grant was $16,416, across 36 grants on its 2024 IRS Form 990-PF.
Where does RDL Charitable Trust give grants?
RDL Charitable Trust gives mostly in California: 73% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Texas (25%). The most frequent recipient cities were Long Beach, CA (3 grants), Irvine, CA (2 grants), Santa Ana, CA (2 grants) and Los Angeles, CA (2 grants).
Does RDL Charitable Trust give general operating support?
Yes: 94% of RDL Charitable Trust's 2024 grants with a stated purpose (34 of 36) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are RDL Charitable Trust's largest grantees?
RDL Charitable Trust's largest 2024 grantees include City of Hope ($150,000), Jessie Rees Foundation ($134,081) and Patriots & Paws ($43,307), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($48,642), which are not listed by name. Together they received 55% of its itemized 2024 grant dollars.
How large is RDL Charitable Trust?
RDL Charitable Trust reported $24.0M in total assets on its 2024 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $1.2M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does RDL Charitable Trust fund?
No mission statement for the trust is provided. Its 2024 grants include general support for organizations as well as hardship assistance to individuals and specific support for bicycles for Anaheim elementary public schools. See mission & focus areas ↑
How do I apply for a grant from RDL Charitable Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is RDL Charitable Trust's EIN?
RDL Charitable Trust's EIN (Employer Identification Number) is 81-6572207. IRS Form 990 filing data is available on this page for 2020–2024.
Does RDL Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). RDL Charitable Trust funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/rdl-charitable-trust-morg_f36abce72bef4772b8eb28db9ea35e73
BibTeX
@misc{grantable_816572207_2026,
author = {{Grantable}},
title = {{RDL Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/rdl-charitable-trust-morg_f36abce72bef4772b8eb28db9ea35e73},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from RDL Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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