Whitecross Foundation

NEWPORT BEACH, CA EIN: 33-0005441

Whitecross Foundation is a family foundation established in 1986 and based in Newport Beach, California. The foundation is located at 220 Newport Center Drive, Newport Beach, CA 92660-7506.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.3M

+4.4% YoY

Annual Giving

$112K

+22.6% YoY

Grant Count

-22.2% YoY

Avg Grant Size

$5K

+57.6% YoY

Under IRS private-foundation payout rules, Whitecross Foundation reported a distributable amount of $121K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $296K (48%)

Ohio $225K (36%)

Colorado $46K (7%)

Virginia $27K (4%)

District of Columbia $8K (1%)

Indiana $5K (1%)

Kentucky $5K (1%)

Oregon $3K (0%)

+5 more states

States

Alabama California Colorado District of Columbia Florida Indiana Kentucky Michigan Missouri New York Ohio Oregon Virginia

Cities

AlexandriaCarpinteriaCentennialCorona Del MarDenverEl SegundoEnglewoodFullertonHillsdaleHudsonIndianapolisIrvineJamestownKansas CityLos AngelesLos OlivosLouisvilleMaxwell AfbNew Port BeachNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,292,623	$2,196,523	$2,312,438
Revenue	$224,070	$16,266	$-175,262
Expenses	$128,470	$111,828	$164,875
Qualifying Distributions	$111,600	$91,050	$129,050
Net Investment Income	$208,700	$42,443	$26,070
Distributable Amount	$120,608	$112,359	$114,392

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 American Endowment Foundation ($25,000), Orange County Sheriff's Advisory Council ($15,000), Dunn School ($10,000).

Recipient	Purpose	Amount
DECORATIVE ARTS SOCIETY NEWPORT BEACH, CA	GENERAL FUND	$9,700
HIGH LINE CANAL CONSERVANCY CENTENNIAL, CO	GENERAL FUND	$5,000
PUBLIC INTEREST LEGAL FOUNDATION ALEXANDRIA, VA	GENERAL FUND	$2,500
NATIONAL SOCIETY SONS OF THE AMERICA LOUISVILLE, KY	GENERAL FUND	$2,500
JAMESTOWNE SOCIETY INC WILLIAMSBURG, VA	GENERAL FUND	$2,500
SUPPORTABILITY IRVINE, CA	GENERAL FUND	$1,500
DUNN SCHOOL LOS OLIVOS, CA	GENERAL FUND	$10,000
THE PACIFIC CLUB IMPACT FOUNDATION NEWPORT BEACH, CA	GENERAL FUND	$1,500
HOAG CLASSIC NEW PORT BEACH, CA	GENERAL FUND	$2,500
AMERICAN ENDOWMENT FOUNDATION HUDSON, OH	GENERAL FUND	$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
RICHARD BERTEA	DIRECTOR	—	—
HYLA BERTEA	CFO/SECY	—	—
BARET BERTEA WALKER	PRESIDENT	—	—
ALEXANDER BERTEA	DIRECTOR	—	—
BLAKE BERTEA	DIRECTOR/ASST SECY	—	—
BETH BAY BERTEA	DIRECTOR	—	—

Contact Information

Telephone: 949-640-1982
EIN: 33-0005441

Frequently Asked Questions

What size grants does Whitecross Foundation award?

In 2024, Whitecross Foundation awarded 21 grants totaling $112K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Whitecross Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Whitecross Foundation reported a distributable amount of $121K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.