The Gordon T and Melissa a Egan

Foundation · Grantmaker Lodi, CA EIN: 68-0401845

The Gordon T and Melissa a Egan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lodi, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 14 grants totaling $75K. Net investment income was $66K.

Key facts about The Gordon T and Melissa a Egan

EIN
68-0401845
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$74,618
Grants made (2024)
14
Average grant
$5,330
Median grant
$2,288
New grantees (estimate)
8% first-time grantees (1 of 12, 2024)
Total assets
$2,722,773
Primary geography
California (100% 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).

Who The Gordon T and Melissa a Egan funds

By grant dollars, the top recipient states for The Gordon T and Melissa a Egan's 14 itemized 2024 grants were California (100%). The most frequent recipient cities were Stockton, CA (6 grants) and Lodi, CA (5 grants). None of its 14 grants with a stated purpose were described as general or operating support.

Is The Gordon T and Melissa a Egan open to new grantees?

8%

first-time grantees, 2024

In 2024, 1 of 12 grantees (8%) were first-time recipients. First grants averaged $6K; repeat grants $4K. How we count

Medians: $6K first-time, $2K repeat.

  • 75% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+9%). 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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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.7M

-0.9% YoY

Annual Giving

$75K

-10.9% YoY

Grant Count

14

-22.2% YoY

Avg Grant Size

$5K

+14.5% YoY

About The Gordon T and Melissa a Egan

Based on IRS filings

The Gordon T and Melissa a Egan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lodi, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 14 grants totaling $75K. Net investment income was $66K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 14 itemized 2024 grant dollars.

States

Cities

StocktonLodiSacramentoRossLincolnLos AngelesSan CarlosSanta RosaFrench CampGaltMurphysSan Luis ObispoWoodbridge

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K20202021202220232024
Metric202420232022
Total Assets$2,722,773$2,747,092$2,750,897
Revenue$78,382$112,661$95,489
Expenses$102,701$116,466$127,737
Qualifying Distributions$74,618$83,783$98,905
Net Investment Income$65,615$72,839$64,837
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

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K13 grants202012 grants202113 grants202218 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Lodi Boys & Girls Club: $22KLodi Boys & Girls Club$22KVarious Organizations: $20KVarious Organizations$20KAlbie Aware Breast Cancer Foundation: $10KAlbie Aware Breast CancerFoundation$10KLincoln High School: $6KLincoln High School$6KOmega Nu-Alpha Delta Chapter: $4KOmega Nu-Alpha Delta Chapter$4KLodi Rotary: $3KLodi Rotary$3KHospice of San Joaquin Butterfly Auxiliary: $3KHospice of San JoaquinButterfly Auxiliary$3KThe Cedars of Marin: $2KThe Cedars of Marin$2KSt Basil Church: $2KSt Basil Church$2KStudent Scholarships: $1KStudent Scholarships$1K

Grant Size Distribution

70 grants across all recorded years

70<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Lodi Boys & Girls Club ($21,554), Various Organizations ($19,823), Albie Aware Breast Cancer Foundation ($10,000).

RecipientPurposeAmount
LODI BOYS & GIRLS CLUB Lodi, CATO HELP ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS.$21,554
VARIOUS ORGANIZATIONS Stockton, CAFINANCIAL SUPPORT THROUGH RAFFLE BASKETS FOR ORGANIZATION FUNDRAISERS AS WELL AS FINANCIAL SUPPORT FOR VARIOUS ORGANIZATIONS$19,823
ALBIE AWARE BREAST CANCER FOUNDATION Sacramento, CASAVING LIVES AND EMPOWERING WOMEN WITH BREAST CANCER THROUGH AWARENESS, EDUCATION AND SUPPORT$10,000
LINCOLN HIGH SCHOOL Stockton, CASPONSORSHIP FOR GRADUATION NIGHT CELEBRATION$6,000
OMEGA NU-ALPHA DELTA CHAPTER Lodi, CATO PROVIDE FUNDS FOR SCHOLARSHIPS AND CHARITABLE ORGANIZATIONS IN THE LODI COMMUNITY$3,640
LODI ROTARY Lodi, CATO HELP SERVE THE COMMUNITY OF LODI AND AROUND THE GLOBE$3,100
HOSPICE OF SAN JOAQUIN BUTTERFLY AUXILIARY Stockton, CAPRACTICAL HELP & EDUCATION FOR TERMINALLY ILL PATIENTS$3,000
THE CEDARS OF MARIN Ross, CASUPPORT FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENT DISABILITIES$1,575
ST BASIL CHURCH Stockton, CATO PROVIDE FINANCIAL SUPPORT TO THE CHURCH MINISTRIES$1,500
STUDENT SCHOLARSHIPS Stockton, CASTUDENT SUPPORT, ENRICHMENT AND EDUCATION$1,200

Leadership & Key People

Officers and directors from IRS filings

The Gordon T and Melissa a Egan's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Kerry Heckman

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Susan Lenz

    Director

    On filings since 2020

    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.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Gordon T and Melissa a Egan?

The Gordon T and Melissa a Egan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lodi, CA. It holds $2.7M in total assets as of 2024.

How large is The Gordon T and Melissa a Egan?

As of 2024, The Gordon T and Melissa a Egan holds $2.7M in total assets with $78K in annual revenue. It awarded 14 grants totaling $75K in 2024.

Where does The Gordon T and Melissa a Egan operate?

The Gordon T and Melissa a Egan has awarded grants in California.

What size grants does The Gordon T and Melissa a Egan award?

In 2024, The Gordon T and Melissa a Egan awarded 14 grants totaling $75K — an average of about $5K per grant, based on its IRS Form 990 filings.

What is The Gordon T and Melissa a Egan's EIN?

The Gordon T and Melissa a Egan's EIN (Employer Identification Number) is 68-0401845. IRS Form 990 filing data is available on this page for 2020–2024.

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

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