Sorci Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN CLEMENTE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 17 grants totaling $91K. Net investment income was $47K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
-2.7% YoY
Annual Giving
$91K
+5.2% YoY
Grant Count
17
+54.5% YoY
Avg Grant Size
$5K
-31.9% YoY
Under IRS private-foundation payout rules, Sorci Family Foundation reported a distributable amount of $97K for 2024 — the minimum it must pay out in qualifying distributions.
About Sorci Family Foundation
Based on IRS filings
Sorci Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN CLEMENTE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 17 grants totaling $91K. Net investment income was $47K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,580,484 | $1,624,211 | $1,669,324 |
| Revenue | $76,211 | $69,475 | $40,363 |
| Expenses | $119,938 | $114,588 | $119,518 |
| Qualifying Distributions | $90,500 | $86,000 | $91,010 |
| Net Investment Income | $47,027 | $40,887 | $14,266 |
| Distributable Amount | $96,545 | $89,018 | $92,577 |
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
67 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Nor Cal Academy ($10,000), Sandy Feet Initiative ($10,000), Momentum for Health ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMIGOS DE GUADALUPE SAN JOSE, CA | DONATION | $8,000 |
| NOR CAL ACADEMY SAN JOSE, CA | DONATION | $10,000 |
| SANDY FEET INITIATIVE SAN CLEMENTE, CA | DONATION | $10,000 |
| NO TIME TO WASTE SAN JOSE, CA | DONATION | $5,000 |
| SAN JOSE AUXILIARY FOR CHILDREN SAN JOSE, CA | DONATION | $5,000 |
| MOMENTUM FOR HEALTH SAN JOSE, CA | DONATION | $10,000 |
| CATHOLIC CHARITIES SAN JOSE, CA | DONATION | $10,000 |
| REDLANDS COMMUNITY ORCHESTRA REDLANDS, CA | DONATION | $1,000 |
| ORANGE COUNTY COAST KEEPER CPSTA MESA, CA | DONATION | $2,000 |
| THE ECOLOGY CENTER SAN JUAN CAPISTRANO, CA | DONATION | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARGARET L BUMMER | VICE PRESIDENT | 1 | — |
| PAULA F SANCHEZ | PRESIDENT/TREASURER | 1 | $1,960 |
| ANTONIO J BUMMER | CHIEF FINANCIAL OFFICER | 1 | — |
| RACHEL E SORCI | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Sorci Family Foundation?
Sorci Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN CLEMENTE, CA. It holds $1.6M in total assets as of 2024.
How large is Sorci Family Foundation?
As of 2024, Sorci Family Foundation holds $1.6M in total assets with $76K in annual revenue. It awarded 17 grants totaling $91K in 2024.
Where does Sorci Family Foundation operate?
Sorci Family Foundation has awarded grants in California, Hawaii, Kansas.
What size grants does Sorci Family Foundation award?
In 2024, Sorci Family Foundation awarded 17 grants totaling $91K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Sorci Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sorci Family Foundation reported a distributable amount of $97K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sorci Family Foundation's EIN?
Sorci Family Foundation's EIN (Employer Identification Number) is 77-0481215. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Sorci 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.
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