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.
The Grieve Family Charitable Trust at a glance
In short: The Grieve Family Charitable Trust gave $73K across 8 grants in 2024 (avg $9K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $73,140
- -20.9% vs 2023
- Grants made (2024)
- 8
- +60.0% vs 2023
- Average grant
- $9,143
- -50.6% vs 2023
- Median grant
- $5,500
- Total assets
- $279,007
- +15.7% vs 2023
- Primary geography
- California (86% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Grieve Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Naval Post Graduate School Foundation ($26K). Together the top 8 received $73K.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 38 grants of 43 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $73K (2024) to $260K (2022). In 2024 it made 8 grants totaling $73K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $279,007 | $98,332 | $85,141 | $73,140 | 8 | $73,140 | $93,601 | $49,427 |
| 2023 | $241,151 | $112,522 | $113,853 | $92,500 | 5 | $92,500 | $107,791 | $49,230 |
| 2022 | $228,109 | $244,303 | $267,946 | $259,500 | 12 | $259,500 | $94,877 | $49,409 |
| 2021 | $226,752 | $97,892 | $126,114 | $115,001 | 9 | $115,001 | $88,370 | $49,500 |
| 2020 | $254,974 | $195,017 | $178,856 | $170,250 | 9 | — | $87,140 | $50,762 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Grieve Family Charitable Trust is led by David Grieve, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
David Grieve
Trustee
On filings since 2020
5 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 Grieve Family Charitable Trust
How much does The Grieve Family Charitable Trust give each year?
The Grieve Family Charitable Trust gave $73K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $93K across 5 grants.
What is The Grieve Family Charitable Trust's typical grant size?
The Grieve Family Charitable Trust's median grant in 2024 was $5,500, and its average grant was $9,143, across 8 grants on its 2024 IRS Form 990-PF.
Where does The Grieve Family Charitable Trust give grants?
The Grieve Family Charitable Trust gives mostly in California: 86% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (7%) and Ohio (7%). The most frequent recipient cities were Monterey, CA (2 grants).
Does The Grieve Family Charitable Trust give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on The Grieve Family Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donations" (8 grants).
Who are The Grieve Family Charitable Trust's largest grantees?
The Grieve Family Charitable Trust's largest 2024 grantees include Naval Post Graduate School Foundation ($25,590), Sonoma Valley Hospital Foundation ($20,000) and Silicon Valley Monterey Bay Council ($6,050), according to its 2024 IRS Form 990-PF. Together they received 71% of its itemized 2024 grant dollars.
How large is The Grieve Family Charitable Trust?
The Grieve Family Charitable Trust reported $279K in total assets on its 2024 IRS Form 990-PF. It paid out $73K in qualifying distributions that year, against a required minimum of $49K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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