Pacific Western Foundation
- Assets
- $2.2m
- Revenue
- $155.1k
- Investments
- $2.2m
- Employees
- 0
- Location
- South Pasadena, CA
- Founding
- 10/1956
- Data as of
- 12/2022
- EIN
- 95-6097360
Organization Overview
Pacific Western Foundation is located in South Pasadena, CA. The organization was established in 1956. 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. Pacific Western 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 12/2022, Pacific Western Foundation generated $155.1k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (1.7%) each year. All expenses for the organization totaled $152.9k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (2.1%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Pacific Western Foundation has awarded 221 individual grants totaling $780,718. 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.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
PACIFIC WESTERN FOUNDATION MAKES GRANTS TO ORGANIZATIONS. THE FOUNDATION DOES NOT CONDUCT SEPARATE CHARITABLE ACTIVITIES. SEE PART XV FOR THE LIST OF CURRENT YEAR CHARITABLE CONTRIBUTIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Peter Moore President | 0 | $0 | |
C Forrest Bannan Vice President/treasurer | 0 | $0 | |
Patrick Nally Trustee | 0 | $0 | |
John Cruden Secretary | 0 | $0 | |
Teresa B Nally Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $7 |
| Dividends & Interest | $65,230 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $76,317 |
| Capital Gain Net Income | $76,317 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $13,578 |
| Total Revenue | $155,132 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $2,476 |
| Taxes | $13,819 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $18,727 |
| Total operating and administrative expenses | $82,396 |
| Contributions, gifts, grants paid | $70,504 |
| Total expenses and disbursements | $152,900 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $45,117 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $8,090 |
| 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 | $1,418,920 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,227,078 |
| 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, Pacific Western Foundation has awarded $70,504 in support to 30 organizations.
| Grant Recipient | Amount |
|---|---|
ASSISTANCE LEAGUE OF SAN MATEO PURPOSE: TO PROVIDE SERVICES TO MEET THE CHALLENGES POSED BY A DIVERSE ARRAY OF INDIVIDUALS & COMMUNITY NEEDSTO PROVIDE SERVICES TO MEET THE CHALLENGES POSED BY A DIVERSE ARRAY OF INDIVIDUAL & COMMUNITY NEEDS | $1,000 |
BELLARMINE COLLEGE PREPARATORY PURPOSE: FOR EDUCATION | $1,000 |
CA PROVINCE OF THE SOCIETY OF JESUS PURPOSE: PROVIDE SERVICES OF FAITH TO THE COMMUNITY THROUGH EDUCATION, RETREATS AND MINISTRIES | $3,000 |
CLOISTERED CARMELITES PURPOSE: PROVIDE HEALTHCARE AND SPIRITUAL SERVICES TO SURROUNDING COMMUNITIES | $1,000 |
CRISTO REY JESUIT HIGH SCHOOL PURPOSE: FOR EDUCATION | $1,000 |
DOLORES MISSION SCHOOL PURPOSE: FOR EDUCATION | $6,000 |