William David Sommerville Foundation is a private foundation focused on Human Services, based in LAGUNA BEACH, CA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $94K in total assets. In 2024, it awarded 13 grants totaling $55K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$94K
-38.1% YoY
Annual Giving
$55K
+323.1% YoY
Grant Count
13
+0.0% YoY
Avg Grant Size
$4K
+323.1% YoY
Under IRS private-foundation payout rules, William David Sommerville Foundation reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.
About William David Sommerville Foundation
Based on IRS filings
William David Sommerville Foundation is a private foundation focused on Human Services, based in LAGUNA BEACH, CA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $94K in total assets. In 2024, it awarded 13 grants totaling $55K.
Focus Areas
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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 |
|---|---|---|
| Total Assets | $94,463 | $152,633 |
| Revenue | $269 | $281,471 |
| Expenses | $58,439 | $24,637 |
| Qualifying Distributions | $55,000 | $13,000 |
| Net Investment Income | — | $81,951 |
| Distributable Amount | $6,324 | $1,582 |
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
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Laguna Beach Friendship Shelter ($5,000), Boys Girls Club of Laguna Beach ($5,000), Laguna Beach Food Pantry ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LAGUNA BEACH FRIENDSHIP SHELTER LAGUNA BEACH, CA | CHARITABLE | $5,000 |
| BOYS GIRLS CLUB OF LAGUNA BEACH LAGUNA BEACH, CA | CHARITABLE | $5,000 |
| LAGUNA BEACH FOOD PANTRY LAGUNA BEACH, CA | CHARITABLE | $5,000 |
| SALLY'S FUND LAGUNA BEACH, CA | CHARITABLE | $5,000 |
| PACIFIC MARINE MAMMAL CENTER LAGUNA BEACH, CA | CHARITABLE | $2,500 |
| ORANGEWOOD FOUNDATION SANTA ANA, CA | CHARITABLE | $5,000 |
| ORANGE COUNTY RESCUE MISSION TUSTIN, CA | CHARITABLE | $5,000 |
| CHOC ORANGE, CA | CHARITABLE | $5,000 |
| GOOD DEEDS FOR BLAKE SAN DIEGO, CA | CHARITABLE | $5,000 |
| GRACE SCIENCE FOUNDATION MENLO PARK, CA | CHARITABLE | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DIANNE AGUNALDO | Secretary | — | — |
| WILLIAM DAVID SOMMERVILLE | CEO | — | — |
| BRUCE AGUINALDO | CFO | — | — |
| RICHARD CRUICKSHANK | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is William David Sommerville Foundation?
William David Sommerville Foundation is a private foundation focused on Human Services, based in LAGUNA BEACH, CA. It holds $94K in total assets as of 2024.
How large is William David Sommerville Foundation?
As of 2024, William David Sommerville Foundation holds $94K in total assets with $269 in annual revenue. It awarded 13 grants totaling $55K in 2024.
Where does William David Sommerville Foundation operate?
William David Sommerville Foundation has awarded grants in California.
What size grants does William David Sommerville Foundation award?
In 2024, William David Sommerville Foundation awarded 13 grants totaling $55K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is William David Sommerville Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William David Sommerville Foundation reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William David Sommerville Foundation's EIN?
William David Sommerville Foundation's EIN (Employer Identification Number) is 88-2182033. IRS Form 990 filing data is available on this page for 2023–2024.
Explore Open Grants
Browse active grant opportunities in William David Sommerville Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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