Trust under Article Sixth of the Bettina Weary PHD Charitable Trust
Trust under Article Sixth of the Bettina Weary PHD Charitable Trust is a private foundation, based in Laguna Woods, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 8 grants totaling $142K. Net investment income was $182K.
Trust under Article Sixth of the Bettina Weary PHD Charitable Trust at a glance
In short: Trust under Article Sixth of the Bettina Weary PHD Charitable Trust gave $142K across 8 grants in 2024 (avg $18K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $142,000
- -6.0% vs 2023
- Grants made (2024)
- 8
- +0.0% vs 2023
- Average grant
- $17,750
- -6.0% vs 2023
- Median grant
- $20,000
- Total assets
- $1,995,665
- -0.6% vs 2023
- Primary geography
- California (54% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Trust under Article Sixth of the Bettina Weary PHD Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Expitep ($25K). Together the top 8 received $142K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 37 grants of 37 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
How Trust under Article Sixth of the Bettina Weary PHD Charitable Trust gives
- Giving grew 52% from 2021 to 2024. Method
- In 2024 it paid out 86% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $94K (2021) to $151K (2023). In 2024 it made 8 grants totaling $142K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Expitep Long Beach, CA | Charitable | $25,000 |
| St Peter's College Jersey City, NJ | Charitable | $25,000 |
| Young Storytellers Los Angeles, CA | Charitable | $22,000 |
| Cambridge YMCA Cambridge, OH | Charitable | $20,000 |
| Junipero Serra High School Gardena, CA | Charitable | $20,000 |
| Health Occupations Students of America South Lake, TX | Charitable | $10,000 |
| Montessori Seeds of Education Moorestown, NJ | Charitable | $10,000 |
| St Nicholas Youth Group Laguna Woods, CA | Charitable | $10,000 |
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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 | $1,995,665 | $181,685 | $193,028 | $142,000 | 8 | $142,000 | $181,685 | $166,041 |
| 2023 | $2,007,008 | $155,233 | $194,978 | $151,000 | 8 | $151,000 | $155,233 | $146,608 |
| 2022 | $2,066,543 | $206,166 | $177,228 | $128,000 | 8 | $147,203 | $177,960 | $146,161 |
| 2021 | $2,037,605 | $307,438 | $129,512 | $93,500 | 7 | $99,720 | $277,646 | $155,506 |
| 2020 | $1,919,892 | $99,414 | $191,016 | $130,000 | 6 | — | $72,002 | $133,374 |
| 2019 | $2,011,494 | $368,588 | $157,440 | $120,000 | 8 | — | $344,504 | $120,536 |
Under IRS private-foundation payout rules, Trust under Article Sixth of the Bettina Weary PHD Charitable Trust reported a distributable amount of $166K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Trust under Article Sixth of the Bettina Weary PHD Charitable Trust is led by Mary Ellen Bonner, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Mary Ellen Bonner
Trustee
On filings since 2019
4 hrs/week
$12K (2019) → $0 (2024)
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
The highest reported compensation on the 2021 filing was $6K, to Mary Ellen Bonner (Trustee).
Frequently asked questions about Trust under Article Sixth of the Bettina Weary PHD Charitable Trust
How much does Trust under Article Sixth of the Bettina Weary PHD Charitable Trust give each year?
Trust under Article Sixth of the Bettina Weary PHD Charitable Trust gave $142K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $151K across 8 grants.
What is Trust under Article Sixth of the Bettina Weary PHD Charitable Trust's typical grant size?
Trust under Article Sixth of the Bettina Weary PHD Charitable Trust's median grant in 2024 was $20,000, and its average grant was $17,750, across 8 grants on its 2024 IRS Form 990-PF.
Where does Trust under Article Sixth of the Bettina Weary PHD Charitable Trust give grants?
Trust under Article Sixth of the Bettina Weary PHD Charitable Trust gives mostly in California: 54% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (25%) and Ohio (14%).
Does Trust under Article Sixth of the Bettina Weary PHD Charitable Trust give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on Trust under Article Sixth of the Bettina Weary PHD Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (8 grants).
Who are Trust under Article Sixth of the Bettina Weary PHD Charitable Trust's largest grantees?
Trust under Article Sixth of the Bettina Weary PHD Charitable Trust's largest 2024 grantees include Expitep ($25,000), St Peter's College ($25,000) and Young Storytellers ($22,000), according to its 2024 IRS Form 990-PF. Together they received 51% of its itemized 2024 grant dollars.
How large is Trust under Article Sixth of the Bettina Weary PHD Charitable Trust?
Trust under Article Sixth of the Bettina Weary PHD Charitable Trust reported $2.0M in total assets on its 2024 IRS Form 990-PF. It paid out $142K in qualifying distributions that year, against a required minimum of $166K (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 is Trust under Article Sixth of the Bettina Weary PHD Charitable Trust's EIN?
Trust under Article Sixth of the Bettina Weary PHD Charitable Trust's EIN (Employer Identification Number) is 31-1684811. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 3, 2020)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
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