John Percival & Mary C Jefferson Endowment Fund
- Assets
- $2.4m
- Revenue
- $161.8k
- Investments
- $2.3m
- Employees
- 0
- Location
- Santa Barbara, CA
- Founding
- 06/1952
- Data as of
- 03/2024
- EIN
- 95-6005231
Organization Overview
John Percival & Mary C Jefferson Endowment Fund is located in Santa Barbara, CA. The organization was established in 1952. 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. John Percival & Mary C Jefferson Endowment Fund 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 03/2024, John Percival & Mary C Jefferson Endowment Fund generated $161.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (4.4%) each year. All expenses for the organization totaled $332.4k during the year ending 03/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, John Percival & Mary C Jefferson Endowment Fund has awarded 240 individual grants totaling $825,879. 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 |
|---|---|---|---|
Arthur R Gaudi Trustee | 2 | $28,922 | |
Steven M Anders Trustee | 2 | $28,922 | |
Patricia Allen Trustee | 5 | $28,922 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $5,841 |
| Dividends & Interest | $83,881 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $72,033 |
| Capital Gain Net Income | $72,033 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $161,755 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $86,766 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $111 |
| Depreciation | $0 |
| Occupancy | $19,294 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $28,226 |
| Total operating and administrative expenses | $199,518 |
| Contributions, gifts, grants paid | $132,865 |
| Total expenses and disbursements | $332,383 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $13,744 |
| Savings and temporary cash investments | $85,473 |
| 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 | $21,150 |
| Other assets | $0 |
| Total assets | $2,381,632 |
| 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, John Percival & Mary C Jefferson Endowment Fund has awarded $132,865 in support to 32 organizations.
| Grant Recipient | Amount |
|---|---|
ANNIE MADRID PURPOSE: LIVING EXPENSES | $600 |
ANISSA MORITZ PURPOSE: RENT | $1,650 |
DANIEL GONZALEZ PURPOSE: RENT & LIVING EXPENSES | $2,000 |
CHANTAL VO PURPOSE: RENT | $700 |
DELFINO GARCIA PURPOSE: RENT | $1,000 |
BRUCE GREEN PURPOSE: RENT & UTILITIES | $10,500 |