Whitecross Foundation
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
21
-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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
What is Whitecross Foundation's EIN?
Whitecross Foundation's EIN (Employer Identification Number) is 33-0005441. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Whitecross Foundation's focus areas in our free grants database
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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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