The RDL Charitable Trust is a private independent foundation based in Laguna Niguel, California. Established in August 2016, it operates as a 501(c)(3) organization with a focus on philanthropic grantmaking to support charitable causes across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$24.0M
+3.9% YoY
Annual Giving
$591K
+88.6% YoY
Grant Count
36
+89.5% YoY
Avg Grant Size
$16K
-0.5% YoY
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.
Mission & Focus Areas
The foundation supports the following primary funding areas:
- Veteran Services — Including support for the Tierney Center for Veteran Services
- Healthcare — Including children's health initiatives
- Family Support Programs — Various initiatives supporting families in need
- Community Programs — Including adopt-a-class paddle programs and donor-advised fund initiatives
- Animal Welfare — Animal rescue and related programs
Grantmaking
Grant Range
of $8,000
Invitation Only
** The foundation does not accept unsolicited applications. Grantmaking is invitation-only.
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Geographic Focus
Where this funder awards grants
The foundation primarily focuses on Orange County, California, with additional giving in California, Florida, and Virginia.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $23,092,421 to $23,990,685
- Total Revenues: $20,732,025
- Total Expenses: $1,377,080
- Total Giving: $312,286 to $590,975
- Giving Rate: Approximately 1.4% of assets
- Number of Employees: 2
Historical Assets:
- 2022: $12,400,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $23,990,685 | $23,092,421 | $12,427,411 |
| Revenue | $1,325,073 | $20,732,025 | $199,299 |
| Expenses | $1,623,870 | $1,377,080 | $1,055,108 |
| Qualifying Distributions | $1,155,128 | $1,015,971 | $787,046 |
| Net Investment Income | $937,922 | $5,426,653 | $75,309 |
| Distributable Amount | $1,177,889 | $474,942 | $670,177 |
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
80 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include City of Hope ($150,000), Jessie Rees Foundation ($134,081), Various Individuals ($48,642).
| Recipient | Purpose | Amount |
|---|---|---|
| AFUTURESUPERHERO AND FRIENDS LONG BEACH, CA | GENERAL SUPPORT | $2,000 |
| AMALGAMATED CHARITABLE FOUNDATION INC WASHINGTON, DC | GENERAL SUPPORT | $150 |
| ANAHEIM ELEMENTARY SCHOOL DISTRICT ANAHEIM, CA | BICYCLES FOR ANAHEIM ELEMENTARY PUBLIC SCHOOLS | $21,581 |
| BATTLE BROTHERS FOUNDATION CARLSBAD, CA | GENERAL SUPPORT | $1,000 |
| CAREPOSSIBLE INC LAGUNA NIGUEL, CA | GENERAL SUPPORT | $100 |
| CHILD GUIDANCE CENTER SANTA ANA, CA | GENERAL SUPPORT | $8,468 |
| CHOC FOUNDATION ORANGE, CA | GENERAL SUPPORT | $25,795 |
| CITY OF HOPE DALLAS, TX | GENERAL SUPPORT | $150,000 |
| CORAS CRAFTS BREA, CA | GENERAL SUPPORT | $19,062 |
| DAWGS PROJECT HAWTHORNE, CA | GENERAL SUPPORT | $20,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The trust is managed by trustees David Lowenthal and Ania M. Lowenthal.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID LOWENTHAL | TRUSTEE | 65 | $460,492 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Rdl Charitable Trust fund?
The foundation supports the following primary funding areas: • **Veteran Services** — Including support for the Tierney Center for Veteran Services • **Healthcare** — Including children's health initiatives • **Family Support Programs** — Various initiatives supporting families in need • **Community Programs** — Including adopt-a-class paddle programs and donor-advised fund initiatives • **Animal Welfare** — Animal rescue and related programs
How do I apply for a grant from Rdl Charitable Trust?
**Application Process:** The foundation does not accept unsolicited applications. Grantmaking is invitation-only. **Grant Activity:** • 2023: 16 grants awarded, totaling $312,286 with a median grant size of $8,000 • 2022: 8 grants awarded, totaling $412,000 with a median grant size of $50,000 • Grant range: $1,000 to $91,000 **Recent Grantees (2023):** • Patriots and Paws — $91,092 • Jessie Rees Foundation (JRF) — $75,309 • Coras Crafts — $10,666 **Historical Grantees:** • Goodwill Industries o…
Where does Rdl Charitable Trust make grants?
The foundation primarily focuses on Orange County, California, with additional giving in California, Florida, and Virginia.
What size grants does Rdl Charitable Trust award?
In 2024, Rdl Charitable Trust awarded 36 grants totaling $591K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is Rdl Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rdl Charitable Trust reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Rdl Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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