S Weldon Family Foundation
S Weldon Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HUNTINGTON BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 22 grants totaling $97K. Net investment income was $211K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+8.9% YoY
Annual Giving
$97K
+73.6% YoY
Grant Count
22
+340.0% YoY
Avg Grant Size
$4K
-60.5% YoY
Under IRS private-foundation payout rules, S Weldon Family Foundation reported a distributable amount of $68K for 2024 — the minimum it must pay out in qualifying distributions.
About S Weldon Family Foundation
Based on IRS filings
S Weldon Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HUNTINGTON BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 22 grants totaling $97K. Net investment income was $211K.
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 | $1,331,637 | $1,223,277 | $1,218,580 |
| Revenue | $221,679 | $76,158 | $-22,687 |
| Expenses | $113,319 | $71,461 | $71,073 |
| Qualifying Distributions | $100,222 | $58,250 | $50,000 |
| Net Investment Income | $211,377 | $65,528 | $17,568 |
| Distributable Amount | $67,933 | $63,566 | — |
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
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cornerstone House ($60,000), Alpha Resource Center ($5,166), Taylor House ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CORNERSTONE HOUSE CARPINTERIA, CA | GENERAL SUPPORT | $60,000 |
| GRAMAS HOUSE OF HOPE Orange, CA | GENERAL SUPPORT | $3,000 |
| HEARTS THERAPEUTIC Santa Barbara, CA | GENERAL SUPPORT | $3,000 |
| TAYLOR HOUSE ROSEVILLE, CA | GENERAL SUPPORT | $5,000 |
| ALPHA RESOURCE SANTA BARBARA, CA | GENERAL SUPPORT | $3,000 |
| OC RESCUE MISSION TUSTIN, CA | GENERAL SUPPORT | $1,000 |
| GIVING CHILDREN HOPE BUENA PARK, CA | GENERAL SUPPORT | $1,033 |
| PROJECT HOPE ALLIANCE COSTA MESA, CA | GENERAL SUPPORT | $1,080 |
| CASA YOUTH SHELTER LOS ALAMITOS, CA | GENERAL SUPPORT | $1,010 |
| ORANGEWOOD FOUNDATION SANTA ANA, CA | GENERAL SUPPORT | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Stephen Weldon | Trustee | 1 | — |
| Helene Weldon | Trustee | 1 | — |
| Denim Mercado | Director | 2 | $3,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is S Weldon Family Foundation?
S Weldon Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HUNTINGTON BEACH, CA. It holds $1.3M in total assets as of 2024.
How large is S Weldon Family Foundation?
As of 2024, S Weldon Family Foundation holds $1.3M in total assets with $222K in annual revenue. It awarded 22 grants totaling $97K in 2024.
Where does S Weldon Family Foundation operate?
S Weldon Family Foundation has awarded grants in California, Connecticut, New York, Virginia.
What size grants does S Weldon Family Foundation award?
In 2024, S Weldon Family Foundation awarded 22 grants totaling $97K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is S Weldon Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, S Weldon Family Foundation reported a distributable amount of $68K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is S Weldon Family Foundation's EIN?
S Weldon Family Foundation's EIN (Employer Identification Number) is 87-0578900. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in S Weldon Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.