John and Mary Tu Foundation

EIN 271598417

Costa Mesa, CA 92626 |(714) 435-2640

Total Given 2016–2024
$68.2M
114 grants · $7.6M avg/year
based on 9 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$100K
typical big bets · $40K–$515K
grant size
42%
supporter · 19/45 multi-year
repeat
$10.1M
Assets (2024)
45
Distinct Recipients

About

DURING THE 2024 TAX YEAR, THE TU FOUNDATION MADE A LARGE TRANSFER TO THE AMERICAN ENDOWMENT FOUNDATION FBO MT ONWARD CHARITABLE FUND AT 5700 DARROW RD STE 118, HUDSON, OH 44236-5026 IN THE AMOUNT OF $13,224,815. THE DAF IS A PUBLIC CHARITY UNDER INTERNAL REVENUE CODE SECTIONS 501(C)(3) AND 509(A)(1). THIS TRANSFER RESULTED IN A "SUBSTANTIAL CONTRACTION" OF THE FOUNDATION'S ASSETS AS MEASURED AT THE BEGINNING OF THE TAX YEAR. THE AMOUNTS TRANSFERRED WERE COMPRISED OF $2,200,235 IN CASH AND $11,024,580 IN INVESTMENTS.

Focus Areas

Education Arts & Culture Environment Youth Development Science & Research

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (714) 435-2640

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $1.4M $27.0M $13.9M 11
2017 $8.1M $35.6M $12.0M 19
2018 $7.0M $31.0M $1.6M 19
2019 N/A $31.0M $857K N/A
2020 $11.6M $33.9M $10.8M 12
2021 $4.4M $36.2M $13.3M 15
2022 $12.0M $25.1M $1.7M 16
2023 $4.1M $28.8M $3.1M 11
2024 $19.7M $10.1M $929K 11

Grant Size Distribution

Based on 114 grants on record

Minimum
$500
25th Pctl
$40K
Median
$100K
Average
$598K
75th Pctl
$515K
Maximum
$13.2M

Geographic Distribution


Texas Counties Served

1.8% of US grants · Rank #7 of 10 states $150K across 2 grants 2 of 254 counties

Top 2 counties

  1. 1 Bexar 1 grant · $100K
  2. 2 Travis 1 grant · $50K

Officers & Directors

Grants Awarded (114 total)

Purpose
American Endowment Foundation Fbo Mt Onward Charitable Fund Hudson, OH $13,224,815 CONTRIBUTION TO DAF FOR 501(C)(3) PURPOSES - NOT TAKEN AS QUALIFIED DISTRIBUTION 2024
Uc-Irvine Foundation Irvine, CA $5,300,000 SUPPORT FOR EDUCATION AND RESEARCH 2022
Uc-Irvine Foundation Irvine, CA $4,950,000 SUPPORT FOR EDUCATION 2020
Global Gifted Foundation Huntington Beach, CA $4,683,062 SUPPORT FOR EDUCATION AND RESEARCH 2024
Southern California Public Radio Pasadena, CA $3,000,000 SUPPORT FOR PUBLIC MEDIA 2020
Global Gifted Foundation Huntington Beach, CA $2,000,000 SUPPORT FOR EDUCATION AND RESEARCH 2022
Global Gifted Foundation Huntington Beach, CA $2,000,000 SUPPORT FOR EDUCATION AND RESEARCH 2022
Global Gifted Foundation Huntington Beach, CA $2,000,000 SUPPORT FOR EDUCATION AND RESEARCH 2023
Pacific Symphony Santa Ana, CA $2,000,000 SUPPORT FOR PERFORMING ARTS 2017
Uc-Irvine Foundation Irvine, CA $1,900,000 SUPPORT FOR EDUCATION 2017
Pacific Symphony Santa Ana, CA $1,500,000 SUPPORT FOR PERFORMING ARTS 2018
Uc-Irvine Foundation Irvine, CA $1,210,000 SUPPORT FOR EDUCATION AND RESEARCH 2022
Uc-Irvine Foundation Irvine, CA $1,190,000 SUPPORT FOR EDUCATION AND RESEARCH 2021
Uc-Irvine Foundation Costa Mesa, CA $1,000,000 SUPPORT FOR EDUCATION 2018
Uc San Diego La Jolla, CA $1,000,000 SUPPORT FOR RESEARCH 2020
Pacific Symphony Santa Ana, CA $1,000,000 SUPPORT FOR PERFORMING ARTS 2021
Bowers Museum Santa Ana, CA $1,000,000 SUPPORT FOR ARTS 2023
Pacific Symphony Santa Ana, CA $900,000 SUPPORT FOR PERFORMING ARTS 2018
Pacific Symphony Santa Ana, CA $850,000 SUPPORT FOR PERFORMING ARTS 2017
University of New Haven West Haven, CT $800,000 SUPPORT FOR EDUCATION 2018
Uc-Irvine Foundation Irvine, CA $800,000 SUPPORT FOR EDUCATION 2021
Uc-Irvine Foundation Irvine, CA $800,000 SUPPORT FOR EDUCATION AND RESEARCH 2024
University of New Haven New Haven, CT $800,000 SUPPORT FOR EDUCATION 2017
Orange County Music and Dance Laguna Niguel, CA $750,000 SUPPORT FOR ARTS EDUCATION 2018
Pacific Symphony Santa Ana, CA $750,000 SUPPORT FOR PERFORMING ARTS 2020