William G Ericson Foundation
William G Ericson Foundation is a private foundation focused on Arts, Culture & Humanities, based in South Pasadena, CA. IRS filing data is available from 2017 through 2025. As of 2025, the organization holds $5.7M in total assets. In 2025, it awarded 2 grants totaling $235K. Net investment income was $340K.
William G Ericson Foundation at a glance
In short: William G Ericson Foundation gave $235K across 2 grants in 2025 (avg $118K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $235,060
- +39.1% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $117,530
- -30.5% vs 2024
- Median grant
- $117,530
- Total assets
- $5,734,539
- +7.5% vs 2024
- 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 September 2026.
Who William G Ericson Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Pasadena City College Foundation ($230K). Together the top 2 received $235K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 2 grants of 5 (40%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How William G Ericson Foundation gives
- Giving fell 61% from 2022 to 2025. Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $169K (2024) to $600K (2022). In 2025 it made 2 grants totaling $235K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pasadena City College Foundation Pasadena, CA | General Contribution | $230,000 |
| South Pasadena Arts Council Sparc South Pasadena, CA | General Contribution | $5,060 |
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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 | $5,734,539 | $382,060 | $297,166 | $235,060 | 2 | $254,903 | $339,797 | $258,636 |
| 2024 | $5,333,795 | $325,884 | $233,828 | $169,000 | 1 | $197,903 | $289,639 | $255,040 |
| 2023 | $4,929,077 | $94,274 | $472,211 | $320,000 | 1 | $400,044 | $166,150 | $254,419 |
| 2022 | $5,527,832 | $598,913 | $751,433 | $599,660 | 1 | $679,617 | $553,403 | $291,773 |
| 2021 | $6,011,399 | $664,664 | $23,916 | — | — | $11,118 | $537,276 | $267,003 |
| 2020 | $4,935,730 | $-71,415 | $8,811 | — | — | — | $224,176 | $221,691 |
| 2017 | $4 | $4 | — | — | — | — | — | — |
Under IRS private-foundation payout rules, William G Ericson Foundation reported a distributable amount of $259K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William G Ericson Foundation is led by Nancy Lem, President since 2020 (on filings since 2017); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Nancy Lem
President
Secretary → President, 2020
On filings since 2017
5 hrs/week
No compensation reported
Jon Takasugi
Director
Secretary → Director, 2025
On filings since 2022
5 hrs/week
No compensation reported
Marci Thurston
Director
On filings since 2022
1 hr/week
No compensation reported
Karen Hames
Secretary
Director → Secretary, 2025
On filings since 2022
1 hr/week
No compensation reported
Linda Wah
Treasurer
On filings since 2022
5 hrs/week
No compensation reported
Former officers (3)
- Former: Carole Walker (2017–2021) — CFO
- Former: Nan Sandford (2020–2021) — Secretary
- Former: John A Hendry (2017) — President
Data from IRS Form 990 filings, 2017–2025. "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 G Ericson Foundation
How much does William G Ericson Foundation give each year?
William G Ericson Foundation gave $235K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $169K across 1 grant.
How large is William G Ericson Foundation?
William G Ericson Foundation reported $5.7M in total assets on its 2025 IRS Form 990-PF. It paid out $255K in qualifying distributions that year, against a required minimum of $259K (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 is William G Ericson Foundation?
William G Ericson Foundation is a private foundation focused on Arts, Culture & Humanities, based in South Pasadena, CA. It holds $5.7M in total assets as of 2025.
Where does William G Ericson Foundation operate?
William G Ericson Foundation has awarded grants in California.
What is William G Ericson Foundation's EIN?
William G Ericson Foundation's EIN (Employer Identification Number) is 82-2703362. IRS Form 990 filing data is available on this page for 2017–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- Added Form 990-PF for fiscal year 2017 (received by the IRS April 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 20, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 31, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 19, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
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