The William Hall Tippett and Ruth

CARLSBAD, CA EIN: 33-0903811

The William Hall Tippett and Ruth is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $5.2M in total assets. In 2024, it awarded 13 grants totaling $230K. Net investment income was $299K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.2M

+5.5% YoY

Annual Giving

$230K

-4.6% YoY

Grant Count

13

-7.1% YoY

Avg Grant Size

$18K

+2.8% YoY

Under IRS private-foundation payout rules, The William Hall Tippett and Ruth reported a distributable amount of $250K for 2024 — the minimum it must pay out in qualifying distributions.

About The William Hall Tippett and Ruth

Based on IRS filings

The William Hall Tippett and Ruth is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $5.2M in total assets. In 2024, it awarded 13 grants totaling $230K. Net investment income was $299K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

CarlsbadChula VistaEl CajonEncinitasLa JollaLa MesaNational CityOceansideRamonaSan DiegoSan Diego CaSan MarcosVista

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$150K$300K$450K$600K201920202021202220232024
Metric202420232022
Total Assets$5,169,766$4,900,428$4,035,005
Revenue$333,216$248,564$193,023
Expenses$287,958$300,588$329,467
Qualifying Distributions$230,000$241,000$265,000
Net Investment Income$299,000$212,886$159,917
Distributable Amount$249,745$229,068$247,276

Giving Over Time

Total grant dollars and number of grants per year

$0$73K$146K$219K$292K24 grants201913 grants202015 grants202112 grants202214 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

OPERA NEO$30KDAVID'S HARP FOUNDATION$25KTIMKEN MUSEUM OF ART PUT…$25KCHALLENGE CENTER THERAPY…$20KINSTITUTE OF CONTEMPORAR…$20KLA JOLLA PLAYHOUSE THEAT…$20KSERVING SENIORS$20KTHE FOUNDATION FOR GROSS…$20KARMS WIDE OPEN$15KLIBERTY SCHOOL NTC FOUND…$10K

Grant Size Distribution

67 grants across all recorded years

63<$50K2$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Opera Neo ($30,000), David's Harp Foundation ($25,000), Timken Museum of Art Putnam Foundation ($25,000).

RecipientPurposeAmount
ARMS WIDE OPEN EL CAJON, CATO SUPPORT THE INSPIRE PROGRAM.$15,000
CHALLENGE CENTER THERAPY CENTER LA MESA, CATO SUPPORT AQUATICS, BALANCE AND CONDITIONING, AND AGE-ILITY CLASSES FOR SENIORS.$20,000
DAVID'S HARP FOUNDATION SAN DIEGO, CATO SUPPORT A PART-TIME TEACHING ARTIST.$25,000
INSTITUTE OF CONTEMPORARY ART SAN DIEGO SAN DIEGO ART INSTITUTE SAN DIEGO, CATO SUPPORT SOFTWARE IMPLEMENTATION.$20,000
LA JOLLA PLAYHOUSE THEATRE & ARTS FOUNDATION OF SAN DIEGO COUNTY LA JOLLA, CATO SUPPORT THE JUMPSTART THEATRE PROGRAM.$20,000
LIBERTY SCHOOL NTC FOUNDATION SAN DIEGO, CATO SUPPORT GENERAL OPERATIONS OF THE LIBERTY SCHOOL.$10,000
MUSEUM OF CONTEMPORARY ART SAN DIEGO LA JOLLA, CATO SUPPORT THE REFLECTIONS PROGRAM.$10,000
NEW VILLAGE ARTS CARLSBAD, CATO SUPPORT THE THEATRE FRONT TO BACK PROGRAM.$10,000
OPERA NEO SAN DIEGO, CATO SUPPORT THE MARY ELLEN CLARK MATCHING GRANT FOR OPERA NEO'S 2024 SEASON, A GRANT CONSULTANT, AND OPERATING SUPPORT.$30,000
SAN DIEGO CHILDREN'S CHOIR SAN DIEGO, CATO SUPPORT SCHOOL OUTREACH AND ENSEMBLE PROGRAMMING.$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

LEXY HARSHMANCHIEF ADMINISTRATIVE OFFICER$11KBARBARA ZOBELLPRESIDENT$500KAREN ZOBELLVICE PRESIDENT$500JEFF DUNIGANSECRETARY/CFO$500

From 2024 filing

NameTitleHoursCompensation
LEXY HARSHMANCHIEF ADMINISTRATIVE OFFICER2$10,939
BARBARA ZOBELLPRESIDENT0.5$500
KAREN ZOBELLVICE PRESIDENT0.5$500
JEFF DUNIGANSECRETARY/CFO0.5$500

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The William Hall Tippett and Ruth?

The William Hall Tippett and Ruth is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, CA. It holds $5.2M in total assets as of 2024.

How large is The William Hall Tippett and Ruth?

As of 2024, The William Hall Tippett and Ruth holds $5.2M in total assets with $333K in annual revenue. It awarded 13 grants totaling $230K in 2024.

Where does The William Hall Tippett and Ruth operate?

The William Hall Tippett and Ruth has awarded grants in California.

What size grants does The William Hall Tippett and Ruth award?

In 2024, The William Hall Tippett and Ruth awarded 13 grants totaling $230K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is The William Hall Tippett and Ruth required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The William Hall Tippett and Ruth reported a distributable amount of $250K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The William Hall Tippett and Ruth's EIN?

The William Hall Tippett and Ruth's EIN (Employer Identification Number) is 33-0903811. IRS Form 990 filing data is available on this page for 2019–2024.

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

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