Joan Irvine Smith & Athalie R Clarke Foundation
- Assets
- $570.6k
- Revenue
- $92.8k
- Investments
- $524.3k
- Employees
- 0
- Location
- Irvine, CA
- Founding
- 07/1991
- Data as of
- 04/2024
- EIN
- 33-0461971
Organization Overview
Joan Irvine Smith & Athalie R Clarke Foundation is located in Irvine, CA. The organization was established in 1991. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Joan Irvine Smith & Athalie R Clarke Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 04/2024, Joan Irvine Smith & Athalie R Clarke Foundation generated $92.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (16.4%) each year. All expenses for the organization totaled $686.9k during the year ending 04/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Joan Irvine Smith & Athalie R Clarke Foundation has awarded 45 individual grants totaling $5,740,826. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James Irvine Swinden Pres,director | 1 | $0 | |
Russell S Penniman IV V.p., Director | 0 | $0 | |
Mark S Ashworth Director | 0 | $0 | |
Brett J Williamson Secretary | 0 | $0 | |
Paul Mosley Asst. Sec., Dir | 0 | $0 | |
Richard W Jackson Direc., Treas | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $11,113 |
| Dividends & Interest | $20,788 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $60,852 |
| Capital Gain Net Income | $60,852 |
| Net ST Capital Gain | $5,103 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $92,753 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,196 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $375 |
| Printing and publications | $0 |
| Other expenses | $7,299 |
| Total operating and administrative expenses | $111,045 |
| Contributions, gifts, grants paid | $575,900 |
| Total expenses and disbursements | $686,945 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $46,335 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $570,586 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Joan Irvine Smith & Athalie R Clarke Foundation has awarded $575,900 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
NAT'L WATER RESEARCH INST PURPOSE: TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO CONDUCT RESEARCH ACTIVITIES THAT PROVIDE INFORMATION TO THE PUBLIC ABOUT THE SENSITIVE ENVIRONMENT OF THE COSTAL ZONE IN THE AREA. | $40,000 |
THE IRVINE MUSEUM PURPOSE: TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO PRESERVE AND DISPLAY THE CALIFORNIA ART OF THE IMPRESSIONIST PERIOD AND ITS GOAL TO PRESERVE THE WORKS OF ARTS NOT ONLY TO THE CONSTITUENTS OF CALIFORNIA, BUT ALSO TO PEOPLE THROUGHOUT THE UNITED STATES AND THE WORLD OVER. | $506,900 |
MISSION SAN JUAN CAPISTRANO PURPOSE: TO BE USED TO CONSTRUCT THE EXHIBITION BUILDING FOR THE MISSIONS'S MUSEUM | $14,000 |
UCI FOUNDATION PURPOSE: TO BE USED TO FUND THE WORK OF THE REEVE-IRVINE RESEARCH CENTER, THE RESEARCH ASSOCIATES AND THE SCHOOL OF NURSING, ALL AT UCI | $15,000 |