The J W and Sandra L Mitchell Foundation is a private independent foundation based in Newport Beach, California. The foundation was designated as tax-exempt in June 2017 and operates as a 501(c)(3) organization focused on philanthropic grantmaking.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$22.0M
+15.7% YoY
Annual Giving
$1.0M
-0.3% YoY
Grant Count
21
-8.7% YoY
Avg Grant Size
$49K
+9.2% YoY
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.
Mission & Focus Areas
The foundation's primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Nursing Home Grants
- COVID-19 Grants
- Disaster Preparedness and Relief
Grantmaking
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in California, Texas, and Tennessee.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | Amount |
|---|---|
| Total Assets | $21,981,969 |
| Total Giving (Most Recent Year) | $1,032,000 |
| Total Assets (2023) | $19,000,000 |
| Total Revenue (2023) | $1,380,000 |
| Total Expenses (2023) | $1,220,000 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $21,981,969 | $19,004,481 | $18,856,717 |
| Revenue | $4,263,642 | $1,377,946 | $909,318 |
| Expenses | $1,273,230 | $1,224,578 | $1,317,710 |
| Qualifying Distributions | $1,099,500 | $1,035,510 | — |
| Net Investment Income | $656,836 | $653,341 | $402,618 |
| Distributable Amount | $1,148,794 | $1,002,133 | $1,035,510 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
117 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Casa Teresa ($150,000), Boys Hope Girls Hope ($110,000), Circle 1000 Hoag Family ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CASA TERESA ORANGE, CA | TO AID IN CHARITABLE ACTIVITIES | $150,000 |
| CIRCLE 1000 HOAG FAMILY NEWPORT BEACH, CA | TO AID IN CHARITABLE ACTIVITIES | $100,000 |
| BOYS HOPE GIRLS HOPE IRVINE, CA | TO AID IN CHARITABLE ACTIVITIES | $110,000 |
| SHARE OURSELVES COSTA MESA, CA | TO AID IN CHARITABLE ACTIVITIES | $100,000 |
| DOCTORS WITHOUT BORDERS HAGERSTOWN, MD | TO AID IN CHARITABLE ACTIVITIES | $40,000 |
| SUSAN G KOMEN BREAST DALLAS, TX | TO AID IN CHARITABLE ACTIVITIES | $36,000 |
| SALVATION ARMY ORANGE TUSTIN, CA | TO AID IN CHARITABLE ACTIVITIES | $46,000 |
| PUBLIC MEDIA GROUP BURBANK, CA | TO AID IN CHARITABLE ACTIVITIES | $20,000 |
| WOUNDED WARRIOR PROJECT TOPEKA, KS | TO AID IN CHARITABLE ACTIVITIES | $22,000 |
| GIRLS INC OF ORANGE COUNTY SANTA ANA, CA | TO AID IN CHARITABLE ACTIVITIES | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SANDRA L MITCHELL DECEASED 2-10-24 | TRUSTEE | — | — |
| RICHARD C GOODMAN | TRUSTEE | — | $30,000 |
| HOWARD M SCHULMAN | TRUSTEE | — | $30,000 |
| JOHN J SWIGART JR | TRUSTEE | — | $30,000 |
Contact Information
Address: 4695 Macarthur Court, Suite 1500, Newport Beach, CA 92660-8885
Phone: 949-216-2200
EIN: 81-2945933
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The J W and Sandra L fund?
The foundation's primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Nursing Home Grants • COVID-19 Grants • Disaster Preparedness and Relief
How do I apply for a grant from The J W and Sandra L?
**Grant Amounts:** Typical awards range from $5,000 to $650,000. **Annual Giving:** The foundation distributed $1,032,000 in grants in its most recent fiscal year. **Grant Activity:** The foundation makes donations to public charities as its primary program activity.
Where does The J W and Sandra L make grants?
The foundation primarily funds organizations in California, Texas, and Tennessee.
What size grants does The J W and Sandra L award?
In 2024, The J W and Sandra L awarded 21 grants totaling $1.0M — an average of about $49K per grant, based on its IRS Form 990 filings.
How much is The J W and Sandra L required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The J W and Sandra L reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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