The Grieve Family Charitable Trust
The Grieve Family Charitable Trust is a private foundation, based in Sonoma, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $279K in total assets. In 2024, it awarded 8 grants totaling $73K. Net investment income was $94K.
Key facts about The Grieve Family Charitable Trust
- EIN
- 20-6215084
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $73,140
- Grants made (2024)
- 8
- Average grant
- $9,143
- Median grant
- $5,500
- Total assets
- $279,007
- Primary geography
- California (86% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Grieve Family Charitable Trust funds
By grant dollars, the top recipient states for The Grieve Family Charitable Trust's 8 itemized 2024 grants were California (86%), District of Columbia (7%) and Ohio (7%). The most frequent recipient cities were Monterey, CA (2 grants). None of its 8 grants with a stated purpose were described as general or operating support. Recurring purposes include "Donations" (8 grants).
How The Grieve Family Charitable Trust gives
- Giving fell 36% from 2021 to 2024. Method
- In 2024 it paid out 148% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with The Grieve Family Charitable Trust
- How to evaluate The Grieve Family Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to The Grieve Family Charitable Trust with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$279K
+15.7% YoY
Annual Giving
$73K
-20.9% YoY
Grant Count
8
+60.0% YoY
Avg Grant Size
$9K
-50.6% YoY
Under IRS private-foundation payout rules, The Grieve Family Charitable Trust reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.
About The Grieve Family Charitable Trust
Based on IRS filings
The Grieve Family Charitable Trust is a private foundation, based in Sonoma, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $279K in total assets. In 2024, it awarded 8 grants totaling $73K. Net investment income was $94K.
Ready to take the next step with The Grieve Family Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 8 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $279,007 | $241,151 | $228,109 |
| Revenue | $98,332 | $112,522 | $244,303 |
| Expenses | $85,141 | $113,853 | $267,946 |
| Qualifying Distributions | $73,140 | $92,500 | $259,500 |
| Net Investment Income | $93,601 | $107,791 | $94,877 |
| Distributable Amount | $49,427 | $49,230 | $49,409 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Naval Post Graduate School Foundation ($25,590), Sonoma Valley Hospital Foundation ($20,000), Silicon Valley Monterey Bay Council ($6,050).
| Recipient | Purpose | Amount |
|---|---|---|
| NAVAL POST GRADUATE SCHOOL FOUNDATION Monterey, CA | DONATIONS | $25,590 |
| SONOMA VALLEY HOSPITAL FOUNDATION Sonoma, CA | DONATIONS | $20,000 |
| SILICON VALLEY MONTEREY BAY COUNCIL Monterey, CA | DONATIONS | $6,050 |
| ALLIANCE FOR COMPASSION AND EDUCATION Sacramento, CA | DONATIONS | $6,000 |
| DUCKS UNLIMITED Washington, DC | DONATIONS | $5,000 |
| STILLWATER YACHT CLUB Pebble Beach, CA | DONATIONS | $5,000 |
| LANCASTER OHIO BRA CRAWL Lancaster, OH | DONATIONS | $5,000 |
| THE WALTER L MOORE SCHOLARSHIP FOUNDATION Birmingham, AL | DONATIONS | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| David Grieve | Trustee | 5 | — |
Frequently Asked Questions
How large is The Grieve Family Charitable Trust?
As of 2024, The Grieve Family Charitable Trust holds $279K in total assets with $98K in annual revenue. It awarded 8 grants totaling $73K in 2024.
Where does The Grieve Family Charitable Trust operate?
The Grieve Family Charitable Trust has awarded grants in Alabama, California, District of Columbia, Florida, Missouri, North Carolina, New Jersey, Nevada, Ohio, Tennessee, Texas, Virginia.
What size grants does The Grieve Family Charitable Trust award?
In 2024, The Grieve Family Charitable Trust awarded 8 grants totaling $73K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is The Grieve Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Grieve Family Charitable Trust reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Grieve Family Charitable Trust's EIN?
The Grieve Family Charitable Trust's EIN (Employer Identification Number) is 20-6215084. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Grieve Family Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Chicago Community Trust
Chicago, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
Greater Horizons
Kansas City, MO
Assets
$2.8B
Grants
3,282
Total Given
$212.2M
Manitou Fund
White Bear Lake, MN
Assets
—
Grants
164
Total Given
$20.1M
Arizona Community Foundation
Phoenix, AZ
Assets
$1.2B
Grants
1,174
Total Given
$92.9M
Jewish Community Federation of San
San Francisco, CA
Assets
$1.5B
Grants
991
Total Given
$123.7M
Silicon Valley Community Foundation
Mountain View, CA
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
Tides Foundation
San Francisco, CA
Assets
$534.5M
Grants
2,110
Total Given
$382.1M
California Community Foundation
Los Angeles, CA
Assets
$2.2B
Grants
2,025
Total Given
$272.6M
The William & Flora Hewlett Foundation
Menlo Park, CA
Assets
$14.2B
Grants
2,001
Total Given
$625.0M
Sempra Foundation
San Diego, CA
Assets
$11.5M
Grants
1,501
Total Given
$1.8M
Marin Community Foundation
Novato, CA
Assets
$1.1B
Grants
1,383
Total Given
$176.2M
Conrad N Hilton Foundation
Westlake Village, CA
Assets
$7.4B
Grants
1,339
Total Given
$287.7M
More Funders in California
Data last updated September 2026. Sourced from IRS Form 990-PF filings.