Whitecross Foundation
Whitecross Foundation is a private foundation based in Newport Beach, California. Its 2024 grants went to charitable organizations including schools, arts organizations, and civic and philanthropic organizations.
Whitecross Foundation at a glance
In short: Whitecross Foundation gave $112K across 21 grants in 2024 (avg $5K), mostly in California. 32% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $111,600
- +22.6% vs 2023
- Grants made (2024)
- 21
- -22.2% vs 2023
- Average grant
- $5,314
- +57.6% vs 2023
- Median grant
- $2,500
- Total assets
- $2,292,623
- +4.4% vs 2023
- New grantees (estimate)
- 32% first-time grantees (6 of 19, 2024; small sample)
- Primary geography
- California (60% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Whitecross Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 220 Newport Center Dr 11-380, Newport Beach, CA 92660
Phone: (949) 640-1982
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Whitecross Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was American Endowment Foundation ($25K). Together the top 10 received $97K.
Grant Size Distribution
117 grants across all recorded years
The most common grant size was under $50K: 115 grants of 117 (98%).
Geographic Focus
Where this funder awards grants
In 2024, grant dollars went to recipients in California (60%), Ohio (22%), Colorado (9%), Virginia (7%), and Kentucky (2%).
Grant Distribution by State
Share of 2024 grant dollars across all 21 itemized grants.
States
Cities
Is Whitecross Foundation open to new grantees?
32%
first-time grantees, 2024
In 2024, 6 of 19 grantees (32%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $3K; repeat grants $7K. How we count
Medians: $3K first-time, $3K repeat.
- 63% of 2024 grantees were also funded in 2023. Method
- Giving fell 54% from 2021 to 2024. Method
- In 2024 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $45K (2020) to $242K (2021). In 2024 it made 21 grants totaling $112K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Endowment Foundation Hudson, OH | General Fund | $25,000 |
| Orange County Sheriff's Advisory Council Santa Ana, CA | General Fund | $15,000 |
| Dunn School Los Olivos, CA | General Fund | $10,000 |
| Laguna Blanca School Santa Barbara, CA | General Fund | $10,000 |
| Decorative Arts Society Newport Beach, CA | General Fund | $9,700 |
| Decorative Arts Society Newport Beach, CA | General Fund | $9,700 |
| High Line Canal Conservancy Centennial, CO | General Fund | $5,000 |
| Art Students League of Denver Denver, CO | General Fund | $5,000 |
| Hoag Hospital Foundationcircle 1000 Newport Beach, CA | General Fund | $3,000 |
| Public Interest Legal Foundation Alexandria, VA | General Fund | $2,500 |
Ready to take the next step with Whitecross Foundation?
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 | $2,292,623 | $224,070 | $128,470 | $111,600 | 21 | $111,600 | $208,700 | $120,608 |
| 2023 | $2,196,523 | $16,266 | $111,828 | $91,050 | 27 | $91,050 | $42,443 | $112,359 |
| 2022 | $2,312,438 | $-175,262 | $164,875 | $129,050 | 11 | $129,050 | $26,070 | $114,392 |
| 2021 | $2,632,222 | $116,964 | $287,886 | $241,993 | 36 | $241,993 | $93,810 | $134,076 |
| 2020 | $2,803,144 | $46,774 | $90,260 | $45,370 | 22 | — | $14,271 | $133,236 |
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 September 2026.
Mission & Focus Areas
The foundation’s mission is not stated in the available information. Its 2024 grantees illustrate a range of supported work. Laguna Blanca School describes its purpose as operating a school for boys and girls and educating students across a range of studies. Dunn School says it prepares students for learning and leadership through a grades 6–12 boarding and day school. The Decorative Arts Society describes its fundraising as primarily supporting charitable women and groups serving teenagers. Other grantees describe work in philanthropy, canal preservation, arts education, and youth outreach.
Grantmaking
In 2024, the foundation gave $111,600 through 21 grants. Grant amounts ranged from $300 to $25,000, with a median of $2,500. The largest listed grants included $25,000 to American Endowment Foundation, $15,000 to Orange County Sheriff's Advisory Council, and $10,000 each to Dunn School and Laguna Blanca School. The Decorative Arts Society received two listed grants of $9,700 each.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Richard Bertea, Alexander Bertea, and Beth Bay Bertea as directors; Hyla Bertea as CFO/Secretary; Baret Bertea Walker as president; and Blake Bertea as director/assistant secretary.
Whitecross Foundation is led by Baret Bertea Walker, President on every filing since 2020; none of the 6 officers listed in 2024 report compensation.
Officers on the 2024 filing
Baret Bertea Walker
President
On filings since 2020
No compensation reported
Alexander Bertea
Director
On filings since 2020
No compensation reported
Beth Bay Bertea
Director
On filings since 2020
No compensation reported
Blake Bertea
Director & Assistant Secretary
On filings since 2020
No compensation reported
Richard Bertea
Director
On filings since 2020
No compensation reported
Hyla Bertea
CFO & Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Whitecross Foundation
How much does Whitecross Foundation give each year?
Whitecross Foundation gave $112K across 21 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $91K across 27 grants.
What is Whitecross Foundation's typical grant size?
Whitecross Foundation's median grant in 2024 was $2,500, and its average grant was $5,314, across 21 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Whitecross Foundation that year got $3K on average.
Where does Whitecross Foundation give grants?
Whitecross Foundation gives mostly in California: 60% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Ohio (22%) and Colorado (9%). The most frequent recipient cities were Newport Beach, CA (7 grants), Santa Ana, CA (3 grants) and Irvine, CA (2 grants).
Does Whitecross Foundation give general operating support?
Yes: 100% of Whitecross Foundation's 2024 grants with a stated purpose (21 of 21) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Whitecross Foundation's largest grantees?
Whitecross Foundation's largest 2024 grantees include American Endowment Foundation ($25,000), Decorative Arts Society ($19,400 across 2 grants) and Orange County Sheriff's Advisory Council ($15,000), according to its 2024 IRS Form 990-PF. Together they received 53% of its itemized 2024 grant dollars.
How large is Whitecross Foundation?
Whitecross Foundation reported $2.3M in total assets on its 2024 IRS Form 990-PF. It paid out $112K in qualifying distributions that year, against a required minimum of $121K (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 does Whitecross Foundation fund?
The foundation’s mission is not stated in the available information. Its 2024 grantees illustrate a range of supported work. Laguna Blanca School describes its purpose as operating a school for boys and girls and educating students across a range of studies. See mission & focus areas ↑
How do I apply for a grant from Whitecross Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Whitecross Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Whitecross Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/whitecross-foundation-morg_16dedf79e3354b5985e042046a3ccc36
BibTeX
@misc{grantable_330005441_2026,
author = {{Grantable}},
title = {{Whitecross Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/whitecross-foundation-morg_16dedf79e3354b5985e042046a3ccc36},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Whitecross Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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