Whitecross Foundation

EIN 330005441

San Luis Obispo, CA 93401 |(949) 640-1982

Total Given 2016–2024
$1.1M
228 grants · $120K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$2K
typical micro grants · $1K–$3K
grant size
36%
supporter · 43/118 multi-year
repeat
$2.6M
Assets (2024)
118
Distinct Recipients

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (949) 640-1982

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $153K $3.2M $98K 46
2017 $160K $3.1M $117K 45
2018 $151K $2.9M $76K 20
2019 N/A $3.0M $89K N/A
2020 $45K $3.0M $47K 22
2021 $242K $2.8M $117K 36
2022 $129K $2.4M $-175K 11
2023 $91K $2.4M $16K 27
2024 $112K $2.6M $224K 21

Grant Size Distribution

Based on 228 grants on record

Minimum
$34
25th Pctl
$1K
Median
$2K
Average
$5K
75th Pctl
$3K
Maximum
$100K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

BW
Baret Bertea Walker 9+ yrs
President Leadership
HB
Hyla Bertea 9+ yrs
Cfo/Secretary Leadership
BB
Blake Bertea 9+ yrs
Director/Assistant Secretary Leadership
RB
Richard Bertea 9+ yrs
Director
AB
Alexander Bertea 9+ yrs
Director
BB
Beth Bay Bertea 9+ yrs
Director

Grants Awarded (228 total)

Purpose
Chapman University Orange, CA $100,000 GENERAL FUND 2018
American Endowment Foundation Hudson, OH $100,000 GENERAL FUND 2021
American Endowment Foundation Hudson, OH $100,000 GENERAL FUND 2022
Chapman University Orange, CA $70,000 GENERAL FUND 2016
Chapman University Orange, CA $60,000 GENERAL FUND 2017
American Endowment Foundation Hudson, OH $25,000 GENERAL FUND 2024
Chapman University Orange, CA $22,000 GENERAL FUND 2017
Orange County Sheriff'S Advisory Council Santa Ana, CA $15,000 GENERAL FUND 2024
Beyond Blindness Santa Ana, CA $13,400 GENERAL FUND 2021
Freedom Service Dogs of America Englewood, CO $13,400 GENERAL FUND 2021
Team Rubicon El Segundo, CA $13,400 GENERAL FUND 2021
Marine Corps Scholarship Foundation Alexandria, VA $12,000 GENERAL FUND 2021
Orange County Sheriff'S Advisory Council Santa Ana, CA $11,800 GENERAL FUND 2021
The Shea Center San Juan Capistrano, CA $10,000 GENERAL FUND 2021
Cdm Community Congregational Church Corona Del Mar, CA $10,000 GENERAL FUND 2023
Dunn School Los Olivos, CA $10,000 GENERAL FUND 2024
Laguna Blanca School Santa Barbara, CA $10,000 GENERAL FUND 2024
The Shea Center San Juan Capistrano, CA $10,000 GENERAL FUND 2016
Decorative Arts Society Newport Beach, CA $9,700 GENERAL FUND 2023
Decorative Arts Society Newport Beach, CA $9,700 GENERAL FUND 2024
Decorative Arts Society Newport Beach, CA $9,700 GENERAL FUND 2024
Cdm Community Congregational Church Corona Del Mar, CA $7,500 GENERAL FUND 2021
Laguna Blanca School Santa Barbara, CA $6,000 GENERAL FUND 2023
Planes of Fame Air Museum Chino, CA $5,500 GENERAL FUND 2018
Cate School Carpinteria, CA $5,000 GENERAL FUND 2018