The J W and Sandra L
The J W and Sandra L is a private foundation based in Newport Beach, California. Its 2024 filing reports grants to charitable organizations, with most grant dollars going to recipients in California.
The J W and Sandra L at a glance
In short: The J W and Sandra L gave $1.0M across 21 grants in 2024 (avg $49K), mostly in California. 14% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,032,000
- -0.3% vs 2023
- Grants made (2024)
- 21
- -8.7% vs 2023
- Average grant
- $49,143
- +9.2% vs 2023
- Median grant
- $37,000
- Total assets
- $21,981,969
- +15.7% vs 2023
- New grantees (estimate)
- 14% first-time grantees (3 of 21, 2024; small sample)
- Primary geography
- California (81% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The J W and Sandra L
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 4695 Macarthur Court Suite 1500, Newport Beach, CA 92660
Phone: (949) 216-2200
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The J W and Sandra L funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was CASA Teresa ($150K). Together the top 10 received $795K.
Grant Size Distribution
117 grants across all recorded years
The most common grant size was under $50K: 77 grants of 117 (66%).
Geographic Focus
Where this funder awards grants
In 2024, 81% of grant dollars went to recipients in California. Other recipient states were Tennessee (6%), Maryland (4%), Texas (3%), and Kansas (2%).
Grant Distribution by State
Share of 2024 grant dollars across all 21 itemized grants.
Cities
Is The J W and Sandra L open to new grantees?
14%
first-time grantees, 2024
In 2024, 3 of 21 grantees (14%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $24K; repeat grants $53K. How we count
Medians: $20K first-time, $43K repeat.
- 76% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+7%). Method
- In 2024 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $962K (2021) to $1.7M (2022). In 2024 it made 21 grants totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CASA Teresa Orange, CA | To Aid in Charitable Activities | $150,000 |
| Boys Hope Girls Hope Irvine, CA | To Aid in Charitable Activities | $110,000 |
| Circle 1000 Hoag Family Newport Beach, CA | To Aid in Charitable Activities | $100,000 |
| Share Ourselves Costa Mesa, CA | To Aid in Charitable Activities | $100,000 |
| St Jude Children's Hospital Memphis, TN | To Aid in Charitable Activities | $67,000 |
| Childrens Hospital of Orange, CA | To Aid in Charitable Activities | $65,000 |
| Seneca Family of Agencies Santa Ana, CA | To Aid in Charitable Activities | $60,000 |
| Mariposa Women and Family Orange, CA | To Aid in Charitable Activities | $57,000 |
| Salvation Army Orange Tustin, CA | To Aid in Charitable Activities | $46,000 |
| Doctors Without Borders Hagerstown, MD | To Aid in Charitable Activities | $40,000 |
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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 | $21,981,969 | $4,263,642 | $1,273,230 | $1,032,000 | 21 | $1,099,500 | $656,836 | $1,148,794 |
| 2023 | $19,004,481 | $1,377,946 | $1,224,578 | $1,035,510 | 23 | $1,035,510 | $653,341 | $1,002,133 |
| 2022 | $18,856,717 | $909,318 | $1,317,710 | $1,674,000 | 25 | — | $402,618 | $1,035,510 |
| 2021 | $20,158,376 | $2,040,758 | $1,150,901 | $962,000 | 24 | $962,000 | $720,824 | $1,088,902 |
| 2020 | $19,274,261 | $294,913 | $1,211,418 | $1,033,300 | 24 | — | $406,639 | $961,628 |
Under IRS private-foundation payout rules, The J W and Sandra L reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available records do not state a mission for the foundation. Its 2024 grants included organizations whose stated work spans support for women and families, children and families facing difficult circumstances, and stable, affordable housing. For example, CASA TERESA says it provides temporary housing and ongoing support for pregnant women and women with newborns; Seneca Family of Agencies says it helps children and families through difficult times; and Our Lady Queen of Angels says it provides stable, affordable, sustainable housing.
Grantmaking
In 2024, the foundation reported 21 grants totaling $1,032,000. Grants ranged from $5,000 to $150,000, with a median grant of $37,000. The largest grants included $150,000 to CASA TERESA, $110,000 to BOYS HOPE GIRLS HOPE, and $100,000 each to CIRCLE 1000 HOAG FAMILY and SHARE OURSELVES. Other notable awards were $67,000 to ST JUDE CHILDREN'S HOSPITAL, $65,000 to CHILDRENS HOSPITAL OF, and $60,000 to SENECA FAMILY OF AGENCIES.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Sandra L. Mitchell, deceased February 10, 2024, Richard C. Goodman, Howard M. Schulman, and John J. Swigart Jr. as trustees.
The J W and Sandra L's 2024 filing lists 3 officers; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Howard M. Schulman
Trustee
On filings since 2020
$30K (2020) → $30K (2024)
John J. Swigart Jr.
Trustee
On filings since 2020
$30K (2020) → $30K (2024)
Richard C. Goodman
Trustee
On filings since 2020
$30K (2020) → $30K (2024)
Former officers (1)
- Former: Sandra L. Mitchell (2020–2024) — Trustee · Filing note: Deceased 2-10-24
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $30K, to Richard C Goodman (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about The J W and Sandra L
How much does The J W and Sandra L give each year?
The J W and Sandra L gave $1.0M across 21 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.0M across 23 grants.
What is The J W and Sandra L's typical grant size?
The J W and Sandra L's median grant in 2024 was $37,000, and its average grant was $49,143, across 21 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The J W and Sandra L that year got $24K on average.
Where does The J W and Sandra L give grants?
The J W and Sandra L gives mostly in California: 81% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (6%). The most frequent recipient cities were Orange, CA (3 grants), Irvine, CA (3 grants), Newport Beach, CA (2 grants) and Santa Ana, CA (2 grants).
Does The J W and Sandra L give general operating support?
Not in 2024: none of the 21 grants with a stated purpose on The J W and Sandra L's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Aid in Charitable Activities" (21 grants).
Who are The J W and Sandra L's largest grantees?
The J W and Sandra L's largest 2024 grantees include CASA Teresa ($150,000), Boys Hope Girls Hope ($110,000) and Circle 1000 Hoag Family ($100,000), according to its 2024 IRS Form 990-PF. Together they received 35% of its itemized 2024 grant dollars.
How large is The J W and Sandra L?
The J W and Sandra L reported $22.0M in total assets on its 2024 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $1.1M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The J W and Sandra L fund?
The available records do not state a mission for the foundation. Its 2024 grants included organizations whose stated work spans support for women and families, children and families facing difficult circumstances, and stable, affordable housing. See mission & focus areas ↑
How do I apply for a grant from The J W and Sandra L?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The J W and Sandra L's EIN?
The J W and Sandra L's EIN (Employer Identification Number) is 81-2945933. IRS Form 990 filing data is available on this page for 2020–2024.
Does The J W and Sandra L accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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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Cite this profile
Grantable. (2026). The J W and Sandra L funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/the-j-w-and-sandra-l-morg_698debb1f85c420d8e6c1fc6330cbf28
BibTeX
@misc{grantable_812945933_2026,
author = {{Grantable}},
title = {{The J W and Sandra L funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-j-w-and-sandra-l-morg_698debb1f85c420d8e6c1fc6330cbf28},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The J W and Sandra L's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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