Private Foundation

Trust under Article Sixth of the Bettina Weary PHD Charitable Trust

Trust under Article Sixth of the Bettina Weary PHD Charitable Trust, of Laguna Woods, CA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $182K in revenue, $193K in expenses, $2.0M in total assets. IRS filings disclose 75 grants awarded by this foundation, totaling roughly $1.1M.

EIN: 311684811 Laguna Woods, CA Latest filing: 2024

Total Revenue$182K

Total Expenses$193K

Total Assets$2.0M

Grants Given75

Grant Total$1.1M

Filing Years2020–2024

Sample Grants Given

St Peter's College

Jersey City, NJ · 2024

Charitable

$25,000

EXPITEP

Long Beach, CA · 2024

Charitable

$25,000

Young Storytellers

Los Angeles, CA · 2024

Charitable

$22,000

Junipero Serra High School

Gardena, CA · 2024

Charitable

$20,000

Cambridge YMCA

Cambridge, OH · 2024

Charitable

$20,000

Showing up to 5 of 75 total records — full history available with membership.

Officers & Directors

Trustee Mary Ellen Bonner

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE

$791,500 59 grants

Charitable

$293,000 16 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$182K	$193K	$2.0M
2023	$155K	$195K	$2.0M
2022	$206K	$177K	$2.1M
2021	$307K	$130K	$2.0M
2020	$99K	$191K	$1.9M

Between 2020 and 2024, reported annual revenue grew from $99K to $182K (+83%), with total assets most recently reported at $2.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, DC, NJ, OH, TX.

CADCNJOHTX

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Trust under Article Sixth of the Bettina Weary PHD Charitable Trust

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