William David Sommerville Foundation
The William David Sommerville Foundation is a private foundation based in Laguna Beach, California. Its 2025 filing reports grants to charitable organizations, all of them in California.
William David Sommerville Foundation at a glance
In short: William David Sommerville Foundation gave $125K across 13 grants in 2025 (avg $10K), mostly in California. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $125,000
- +127.3% vs 2024
- Grants made (2025)
- 13
- +0.0% vs 2024
- Average grant
- $9,615
- +127.3% vs 2024
- Median grant
- $10,000
- Total assets
- $237,321
- +151.2% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 13, 2025; small sample)
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to William David Sommerville Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds; it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 1278 Glenneyre Street 438, Laguna Beach, CA 92651
Phone: (949) 494-9456
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who William David Sommerville Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Laguna Beach Friendship Shelter ($10K). Together the top 10 received $100K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 39 grants of 39 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars in the 2025 filing went to recipients in California. Listed recipients were based in locations including Laguna Beach, Santa Ana, Tustin, Orange, San Diego, Menlo Park, and Los Angeles.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
States
Cities
Is William David Sommerville Foundation open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 13 grantees (0%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2023–2025). 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 2023 to 2025, annual grant giving ranged from $13K (2023) to $125K (2025). In 2025 it made 13 grants totaling $125K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Laguna Beach Friendship Shelter Laguna Beach, CA | Charitable | $10,000 |
| Boys Girls Club of Laguna Beach Laguna Beach, CA | Charitable | $10,000 |
| Laguna Beach Food Pantry Laguna Beach, CA | Charitable | $10,000 |
| Sally's Fund Laguna Beach, CA | Charitable | $10,000 |
| Orangewood Foundation Santa Ana, CA | Charitable | $10,000 |
| Orange County Rescue Mission Tustin, CA | Charitable | $10,000 |
| Choc Orange, CA | Charitable | $10,000 |
| Good Deeds for Blake San Diego, CA | Charitable | $10,000 |
| Grace Science Foundation Menlo Park, CA | Charitable | $10,000 |
| Make-a-Wish Foundation San Diego, CA | Charitlabe | $10,000 |
Ready to take the next step with William David Sommerville 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $237,321 | $397,363 | $128,028 | $125,000 | 13 | $125,000 | $124,151 | $5,880 |
| 2024 | $94,463 | $269 | $58,439 | $55,000 | 13 | $55,000 | — | $6,324 |
| 2023 | $152,633 | $281,471 | $24,637 | $13,000 | 13 | $13,000 | $81,951 | $1,582 |
Under IRS private-foundation payout rules, William David Sommerville Foundation reported a distributable amount of $6K for 2025 — 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 available filing information does not state the foundation’s own mission. Its 2025 grants include organizations whose stated missions address services for older adults, youth development, children and families, medical research, and community support.
For example, Sally’s Fund says its mission is to help Laguna Beach seniors live independently through transportation and other essential services. The Boys & Girls Club of Laguna Beach says it aims to help young people realize their potential as healthy, caring, and responsible adults. Grace Science Foundation describes its mission as funding development of life-saving treatment for patients with N-glycanase enzyme deficiency and related genetic diseases. Orange County Rescue Mission says it provides community assistance including counseling, education, job training, shelter, food, clothing, and health care. Orangewood Foundation says it strives for equity for youth by valuing and supporting the lives they envision.
Grantmaking
In filing year 2025, the foundation gave $125,000 through 13 grants. Grants ranged from $5,000 to $10,000, with a median grant of $10,000. Listed recipients receiving $10,000 each included Laguna Beach Friendship Shelter, Boys & Girls Club of Laguna Beach, Laguna Beach Food Pantry, Sally’s Fund, Orangewood Foundation, Orange County Rescue Mission, CHOC, Good Deeds for Blake, Grace Science Foundation, Make-A-Wish Foundation, Ronald McDonald House Charities, and Saint Judes Hospital.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Dianne Agunaldo as Secretary, William David Sommerville as CEO, Bruce Aguinaldo as CFO, and Richard Cruickshank as Director.
William David Sommerville Foundation is led by William David Sommerville, CEO on every filing since 2023; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
William David Sommerville
CEO
On filings since 2023
No compensation reported
Richard Cruickshank
Director
On filings since 2023
No compensation reported
Bruce Aguinaldo
CFO
On filings since 2023
No compensation reported
Dianne Agunaldo
Secretary
On filings since 2023
No compensation reported
Data from IRS Form 990 filings, 2023–2025. "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 William David Sommerville Foundation
How much does William David Sommerville Foundation give each year?
William David Sommerville Foundation gave $125K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 13 grants.
What is William David Sommerville Foundation's typical grant size?
William David Sommerville Foundation's median grant in 2025 was $10,000, and its average grant was $9,615, across 13 grants on its 2025 IRS Form 990-PF.
Where does William David Sommerville Foundation give grants?
William David Sommerville Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Laguna Beach, CA (5 grants), San Diego, CA (2 grants) and Los Angeles, CA (2 grants).
Does William David Sommerville Foundation give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on William David Sommerville Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (12 grants).
Who are William David Sommerville Foundation's largest grantees?
William David Sommerville Foundation's largest 2025 grantees include Laguna Beach Friendship Shelter ($10,000), Boys Girls Club of Laguna Beach ($10,000) and Laguna Beach Food Pantry ($10,000), according to its 2025 IRS Form 990-PF. Together they received 24% of its itemized 2025 grant dollars.
How large is William David Sommerville Foundation?
William David Sommerville Foundation reported $237K in total assets on its 2025 IRS Form 990-PF. It paid out $125K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets).
What does William David Sommerville Foundation fund?
The available filing information does not state the foundation’s own mission. Its 2025 grants include organizations whose stated missions address services for older adults, youth development, children and families, medical research, and community support. See mission & focus areas ↑
How do I apply for a grant from William David Sommerville Foundation?
The foundation does not accept unsolicited requests for funds; it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2023–2025.
Does William David Sommerville 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2023–2024
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Cite this profile
Grantable. (2026). William David Sommerville Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/william-david-sommerville-foundation-morg_2d8b7fbe1e2b49ec87d2b4fd74d337c1
BibTeX
@misc{grantable_882182033_2026,
author = {{Grantable}},
title = {{William David Sommerville Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/william-david-sommerville-foundation-morg_2d8b7fbe1e2b49ec87d2b4fd74d337c1},
note = {Accessed 2026-10-12. 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 William David Sommerville 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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