The Renee Jeffrey O'Hern Foundation

Foundation · Grantmaker Newport Beach, CA EIN: 33-0757346

The Renee Jeffrey O'Hern Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Newport Beach, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $134K in total assets. In 2024, it awarded 9 grants totaling $25K. Net investment income was $7K.

Key facts about The Renee Jeffrey O'Hern Foundation

EIN
33-0757346
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$24,750
Grants made (2024)
9
Average grant
$2,750
Median grant
$2,500
Total assets
$133,769
Primary geography
California (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The Renee Jeffrey O'Hern Foundation funds

By grant dollars, the top recipient states for The Renee Jeffrey O'Hern Foundation's 9 itemized 2024 grants were California (100%). The most frequent recipient cities were Costa Mesa, CA (3 grants) and Newport Beach, CA (2 grants). None of its 9 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (9 grants).

How The Renee Jeffrey O'Hern Foundation gives

  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$134K

+25.7% YoY

Annual Giving

$25K

-9.7% YoY

Grant Count

9

-10.0% YoY

Avg Grant Size

$3K

+0.3% YoY

Under IRS private-foundation payout rules, The Renee Jeffrey O'Hern Foundation reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.

About The Renee Jeffrey O'Hern Foundation

Based on IRS filings

The Renee Jeffrey O'Hern Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Newport Beach, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $134K in total assets. In 2024, it awarded 9 grants totaling $25K. Net investment income was $7K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of all 9 itemized 2024 grant dollars.

Cities

Costa MesaNewport BeachSanta AnaCentervillePark CitySan FranciscoLos AngelesOrangeSeattleBrunswickCoasta MesaRye Brook

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$30K$44K$59K201920202021202220232024
Metric202420232022
Total Assets$133,769$106,441$130,805
Revenue$53,701$7,995$7,595
Expenses$26,373$30,359$26,443
Qualifying Distributions$24,750$27,416$26,286
Net Investment Income$6,725$7,560$4,909
Distributable Amount$31,573$26,403$26,190

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$15K$23K$30K10 grants201911 grants202010 grants202111 grants202210 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Hoag Hospital Foundation: $5KHoag Hospital Foundation$5KPacific Chorale: $5KPacific Chorale$5KHomeboy Industries: $3KHomeboy Industries$3KAssistance League of Newport Mesa: $3KAssistance League of NewportMesa$3KSave Our Youth: $3KSave Our Youth$3KEnvironmental Nature Center: $2KEnvironmental Nature Center$2KMercy House: $2KMercy House$2KNortheast of the Well: $2KNortheast of the Well$2KSmuin Ballet Foundation: $1KSmuin Ballet Foundation$1K

Grant Size Distribution

51 grants across all recorded years

51<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Hoag Hospital Foundation ($5,000), Pacific Chorale ($5,000), Homeboy Industries ($3,000).

RecipientPurposeAmount
HOAG HOSPITAL FOUNDATION Newport Beach, CACHARITABLE$5,000
PACIFIC CHORALE Coasta Mesa, CACHARITABLE$5,000
HOMEBOY INDUSTRIES Los Angeles, CACHARITABLE$3,000
ASSISTANCE LEAGUE OF NEWPORT MESA Costa Mesa, CACHARITABLE$2,500
SAVE OUR YOUTH Costa Mesa, CACHARITABLE$2,500
ENVIRONMENTAL NATURE CENTER Newport Beach, CACHARITABLE$2,000
MERCY HOUSE Santa Ana, CACHARITABLE$2,000
NORTHEAST OF THE WELL Costa Mesa, CACHARITABLE$1,750
SMUIN BALLET FOUNDATION San Francisco, CACHARITABLE$1,000

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

NameTitleHoursCompensation
Marcia F O'HernTreasurer——
Austin Fudge BorjiginPresident——
Tyler Jeffrey FudgeSecretary——

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Renee Jeffrey O'Hern Foundation?

The Renee Jeffrey O'Hern Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Newport Beach, CA. It holds $134K in total assets as of 2024.

How large is The Renee Jeffrey O'Hern Foundation?

As of 2024, The Renee Jeffrey O'Hern Foundation holds $134K in total assets with $54K in annual revenue. It awarded 9 grants totaling $25K in 2024.

Where does The Renee Jeffrey O'Hern Foundation operate?

The Renee Jeffrey O'Hern Foundation has awarded grants in California, Indiana, Maine, New York, Utah, Washington.

What size grants does The Renee Jeffrey O'Hern Foundation award?

In 2024, The Renee Jeffrey O'Hern Foundation awarded 9 grants totaling $25K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The Renee Jeffrey O'Hern Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Renee Jeffrey O'Hern Foundation reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Renee Jeffrey O'Hern Foundation's EIN?

The Renee Jeffrey O'Hern Foundation's EIN (Employer Identification Number) is 33-0757346. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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