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.
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.
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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 | $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 |
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 include Naval Post Graduate School Foundation ($25,590), Sonoma Valley Hospital Foundation ($20,000), Silicon Valley Monterey Bay Council ($6,050).
| Recipient | Purpose | Amount |
|---|---|---|
| DUCKS UNLIMITED WASHINGTON, DC | DONATIONS | $5,000 |
| SONOMA VALLEY HOSPITAL FOUNDATION SONOMA, CA | DONATIONS | $20,000 |
| STILLWATER YACHT CLUB PEBBLE BEACH, CA | DONATIONS | $5,000 |
| LANCASTER OHIO BRA CRAWL LANCASTER, OH | DONATIONS | $5,000 |
| ALLIANCE FOR COMPASSION AND EDUCATION SACRAMENTO, CA | DONATIONS | $6,000 |
| THE WALTER L MOORE SCHOLARSHIP FOUNDATION BIRMINGHAM, AL | DONATIONS | $500 |
| SILICON VALLEY MONTEREY BAY COUNCIL MONTEREY, CA | DONATIONS | $6,050 |
| NAVAL POST GRADUATE SCHOOL FOUNDATION MONTEREY, CA | DONATIONS | $25,590 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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