The Bearing Fruit Foundation Trust

Foundation · Grantmaker Mission Viejo, CA EIN: 82-6681137

The Bearing Fruit Foundation Trust is a private foundation focused on Arts, Culture & Humanities, based in Mission Viejo, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $256K in total assets. In 2024, it awarded 18 grants totaling $113K. Net investment income was $24.

Key facts about The Bearing Fruit Foundation Trust

In short: The Bearing Fruit Foundation Trust gave $113K across 18 grants in 2024 (avg $6K), mostly in California. 6% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
82-6681137
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$113,225
Grants made (2024)
18
Average grant
$6,290
Median grant
$4,000
New grantees (estimate)
6% first-time grantees (1 of 17, 2024)
Total assets
$256,040
Primary geography
California (74% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$256K

+1.2% YoY

Annual Giving

$113K

-6.7% YoY

Grant Count

18

+20.0% YoY

Avg Grant Size

$6K

-22.2% YoY

Is The Bearing Fruit Foundation Trust open to new grantees?

6%

first-time grantees, 2024

In 2024, 1 of 17 grantees (6%) were first-time recipients. First grants averaged $5K; repeat grants $7K. How we count

Medians: $5K first-time, $4K repeat.

  • 82% of 2024 grantees were also funded in 2023. Method
  • Giving grew 43% from 2021 to 2024. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of all 18 itemized 2024 grant dollars.

Cities

Mission ViejoTustinCosta MesaForest FallsIrvingMemphisSan Juan CapistranoSherman OaksFullertonStaten IslandNew YorkRamonaWhittierBooneHagerstownLos AlamitosOrangeSolana BeachSpring ValleyLa Jolla

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K16 grants202018 grants202115 grants202215 grants202318 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Presbyterian Church of the Master: $30KPresbyterian Church of theMaster$30KCharity Water: $15KCharity Water$15KGuardian Scholars Csuf: $15KGuardian Scholars Csuf$15KPrager University Foundation: $11KPrager University Foundation$11KOrange County Rescue Mission: $6KOrange County Rescue Mission$6KTunnels to Towers: $6KTunnels to Towers$6KJF Shea Therapeutic Riding Center: $5KJF Shea Therapeutic RidingCenter$5KChildrens Hospital of Orange County: $5KChildrens Hospital of OrangeCounty$5KSamaritans Purse: $5KSamaritans Purse$5KShare Our Selves: $3KShare Our Selves$3K

Grant Size Distribution

82 grants across all recorded years

82<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
PRESBYTERIAN CHURCH OF THE MASTER Mission Viejo, CACHURCH SUPPORT$30,000
CHARITY WATER Hagerstown, MDTO FUND CLEAN WATER PROJECTS$15,000
GUARDIAN SCHOLARS CSUF Fullerton, CASUPPORT EDUCATION FOR FOSTER CHILDREN$15,000
PRAGER UNIVERSITY FOUNDATION Sherman Oaks, CASUPPORT EDUCATIONAL ACTIVITIES$10,500
ORANGE COUNTY RESCUE MISSION Tustin, CASUPPORT OF THE HOMELESS$6,000
TUNNELS TO TOWERS Staten Island, NYTO SUPPORT FIRST RESPONDERS$6,000
JF SHEA THERAPEUTIC RIDING CENTER San Juan Capistrano, CASUPPORT FOR YOUTHS$5,000
CHILDRENS HOSPITAL OF ORANGE COUNTY Orange, CATO SUPPORT CHILDRENS MEDICAL CARE$5,000
SAMARITANS PURSE Boone, NCTO ASSIST THOSE IN NEED$5,000
SHARE OUR SELVES Costa Mesa, CASUPPORT OF LOW-INCOME FAMILIES$3,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K20202021202220232024
Metric202420232022
Total Assets$256,040$252,935$261,843
Revenue$117,505$113,542$85,427
Expenses$114,400$122,450$96,375
Qualifying Distributions$114,400$122,250$96,175
Net Investment Income$24$30—
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Bearing Fruit Foundation Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Frank Allen

    Director

    On filings since 2020

    3 hrs/week

    No compensation reported

  • Karen Allen

    Director

    On filings since 2020

    3 hrs/week

    No compensation reported

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.

Frequently asked questions about The Bearing Fruit Foundation Trust

How much does The Bearing Fruit Foundation Trust give each year?

The Bearing Fruit Foundation Trust gave $113K across 18 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $121K across 15 grants.

What is The Bearing Fruit Foundation Trust's typical grant size?

The Bearing Fruit Foundation Trust's median grant in 2024 was $4,000, and its average grant was $6,290, across 18 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Bearing Fruit Foundation Trust that year got $5K on average.

Where does The Bearing Fruit Foundation Trust give grants?

The Bearing Fruit Foundation Trust gives mostly in California: 74% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Maryland (13%) and New York (5%). The most frequent recipient cities were Mission Viejo, CA (2 grants) and Tustin, CA (2 grants).

Does The Bearing Fruit Foundation Trust give general operating support?

Not in 2024: none of the 18 grants with a stated purpose on The Bearing Fruit Foundation Trust's 2024 IRS Form 990-PF were described as general or operating support.

Who are The Bearing Fruit Foundation Trust's largest grantees?

The Bearing Fruit Foundation Trust's largest 2024 grantees include Presbyterian Church of the Master ($30,000), Charity Water ($15,000) and Guardian Scholars Csuf ($15,000), according to its 2024 IRS Form 990-PF. Together they received 53% of its itemized 2024 grant dollars.

How large is The Bearing Fruit Foundation Trust?

The Bearing Fruit Foundation Trust reported $256K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $118K.

What is The Bearing Fruit Foundation Trust?

The Bearing Fruit Foundation Trust is a private foundation focused on Arts, Culture & Humanities, based in Mission Viejo, CA. It holds $256K in total assets as of 2024.

What is The Bearing Fruit Foundation Trust's EIN?

The Bearing Fruit Foundation Trust's EIN (Employer Identification Number) is 82-6681137. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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