Joan Irvine Smith & Athalie R Clarke Fdn
EIN 330461971Total Given 2017–2024
$3.3M
27 grants · $417K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$50K
typical mid grants · $12K–$58K
grant size
86%
deep partner · 6/7 multi-year
repeat
$571K
Assets (2024)
7
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
NAT'L WATER RESEARCH INST
Phone
(949) 476-8400
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $920K | $3.4M | $652K | 4 |
| 2018 | $398K | $3.2M | $300K | 6 |
| 2019 | $416K | $2.9M | $241K | 5 |
| 2020 | $586K | $2.3M | $212K | 5 |
| 2022 | $436K | $1.9M | $269K | 3 |
| 2024 | $576K | $571K | $93K | 4 |
Grant Size Distribution
Based on 27 grants on record
Minimum
$5K
25th Pctl
$12K
Median
$50K
Average
$123K
75th Pctl
$58K
Maximum
$855K
Geographic Distribution
Officers & Directors
JS
James Irvine Swinden
6+ yrs
President,Director
Leadership
RJ
Richard W Jackson
2 yrs
Direc., Treasurer
Leadership
BW
Brett J Williamson
6+ yrs
Secretary
Leadership
MA
Mark S Ashworth
6+ yrs
Director
RP
Russell S Penniman IV
6+ yrs
V.P., Director
PM
Paul Mosley
6+ yrs
Assistant. Sec., Dir
JS
James Irvine Swinden
6+ yrs
President,Director
Leadership
RJ
Richard W Jackson
2 yrs
Direc., Treasurer
Leadership
BW
Brett J Williamson
6+ yrs
Secretary
Leadership
RP
Russell S Penniman IV
6+ yrs
V.P., Director
MA
Mark S Ashworth
6+ yrs
Director
PM
Paul Mosley
6+ yrs
Assistant. Sec., Dir
JS
Joan Irvine Smith
4 yrs
President., Director
Leadership
JS
James Irvine Swinden
6+ yrs
Vice President, Treasurer, Dir
Leadership
BW
Brett J Williamson
6+ yrs
Secretary
Leadership
RP
Russell S Penniman IV
6+ yrs
V.P., Director
MA
Mark S Ashworth
6+ yrs
Director
PM
Paul Mosley
6+ yrs
Assistant. Sec., Dir
JS
James Irvine Swinden
6+ yrs
Vice President, Treasurer, Dir
Leadership
JS
Joan Irvine Smith
4 yrs
President., Director
Leadership
BW
Brett J Williamson
6+ yrs
Secretary
Leadership
MA
Mark S Ashworth
6+ yrs
Director
RP
Russell S Penniman IV
6+ yrs
V.P., Director
PM
Paul Mosley
6+ yrs
Assistant. Sec., Dir
JS
Joan Irvine Smith
4 yrs
President., Director
Leadership
JS
James Irvine Swinden
6+ yrs
Vice President, Treasurer, Dir
Leadership
BW
Brett J Williamson
6+ yrs
Secretary
Leadership
RP
Russell S Penniman IV
6+ yrs
V.P., Director
MA
Mark S Ashworth
6+ yrs
Director
PM
Paul Mosley
6+ yrs
Assistant. Sec., Dir
JS
Joan Irvine Smith
4 yrs
President., Director
Leadership
JS
James Irvine Swinden
6+ yrs
Vice President, Treasurer, Dir
Leadership
BW
Brett J Williamson
6+ yrs
Secretary
Leadership
RP
Russell S Penniman IV
6+ yrs
V.P., Director
MA
Mark S Ashworth
6+ yrs
Director
PM
Paul Mosley
6+ yrs
Assistant. Sec., Dir
Grants Awarded (27 total)
| Purpose | ||||
|---|---|---|---|---|
| The Irvine Museum | Irvine, CA | $855,000 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO PRESERVE AND DISPLAY THE CALIFORNIA... | 2017 |
| The Irvine Museum | Irvine, CA | $506,900 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO PRESERVE AND DISPLAY THE CALIFORNIA... | 2024 |
| The Irvine Museum | Irvine, CA | $451,500 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO PRESERVE AND DISPLAY THE CALIFORNIA... | 2020 |
| The Irvine Museum | Irvine, CA | $371,500 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO PRESERVE AND DISPLAY THE CALIFORNIA... | 2022 |
| The Irvine Museum | Irvine, CA | $339,500 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO PRESERVE AND DISPLAY THE CALIFORNIA... | 2019 |
| The Irvine Museum | Irvine, CA | $231,000 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO PRESERVE AND DISPLAY THE CALIFORNIA... | 2018 |
| Uci Foundation | Irvine, CA | $65,000 | TO BE USED TO FUND THE WORK OF THE REEVE-IRVINE RESEARCH CENTER, THE RESEARCH ASSOCIATES AND THE SCHOOL OF NURSING,... | 2020 |
| Nat'L Water Research Inst | Fountain Valley, CA | $50,000 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO CONDUCT RESEARCH ACTIVITIES THAT... | 2019 |
| Nat'L Water Research Inst | Fountain Valley, CA | $50,000 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO CONDUCT RESEARCH ACTIVITIES THAT... | 2022 |
| Nat'L Water Research Inst | Fountain Valley, CA | $50,000 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO CONDUCT RESEARCH ACTIVITIES THAT... | 2020 |
| Nat'L Water Research Inst | Fountain Valley, CA | $50,000 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO CONDUCT RESEARCH ACTIVITIES THAT... | 2017 |
| Nat'L Water Research Inst | Fountain Valley, CA | $50,000 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO CONDUCT RESEARCH ACTIVITIES THAT... | 2018 |
| Uci Foundation | Irvine, CA | $50,000 | TO BE USED TO FUND THE WORK OF THE REEVE-IRVINE RESEARCH CENTER, THE RESEARCH ASSOCIATES AND THE SCHOOL OF NURSING,... | 2018 |
| Uci School of Law | Irvine, CA | $50,000 | TO BE USED TO FUND THE WORK OF THE LAW SCHOOL | 2018 |
| Nat'L Water Research Inst | Fountain Valley, CA | $40,000 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO CONDUCT RESEARCH ACTIVITIES THAT... | 2024 |
| Uci Foundation | Irvine, CA | $15,000 | TO BE USED TO FUND THE WORK OF THE REEVE-IRVINE RESEARCH CENTER, THE RESEARCH ASSOCIATES AND THE SCHOOL OF NURSING,... | 2022 |
| Uci Foundation | Irvine, CA | $15,000 | TO BE USED TO FUND THE WORK OF THE REEVE-IRVINE RESEARCH CENTER, THE RESEARCH ASSOCIATES AND THE SCHOOL OF NURSING,... | 2024 |
| Mission San Juan Capistrano | San Juan Capistrano, CA | $14,000 | TO BE USED TO CONSTRUCT THE EXHIBITION BUILDING FOR THE MISSIONS'S MUSEUM | 2020 |
| Mission San Juan Capistrano | San Juan Capistrano, CA | $14,000 | TO BE USED TO CONSTRUCT THE EXHIBITION BUILDING FOR THE MISSIONS'S MUSEUM | 2024 |
| Mission San Juan Capistrano | San Juan Capistrano, CA | $12,000 | TO BE USED TO CONSTRUCT THE EXHIBITION BUILDING FOR THE MISSIONS'S MUSEUM | 2019 |
| Mission San Juan Capistrano | San Juan Capistrano, CA | $12,000 | TO BE USED TO CONSTRUCT THE EXHIBITION BUILDING FOR THE MISSIONS'S MUSEUM | 2018 |
| Uci Foundation | Irvine, CA | $10,000 | TO BE USED TO FUND THE WORK OF THE REEVE-IRVINE RESEARCH CENTER, THE RESEARCH ASSOCIATES AND THE SCHOOL OF NURSING,... | 2019 |
| Mission San Juan Capistrano | San Juan Capistrano, CA | $9,926 | TO BE USED TO CONSTRUCT THE EXHIBITION BUILDING FOR THE MISSIONS'S MUSEUM | 2017 |
| Crystal Cove Conservancy | Newport Coast, CA | $5,000 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO CONDUCT EDUCATIONAL ACTIVITIES WHICH... | 2019 |
| Crystal Cove Conservancy | Newport Coast, CA | $5,000 | TO BE USED FOR ITS GENERAL OPERATING EXPENSES IN ORDER TO PERSUE ITS MISSION TO CONDUCT EDUCATIONAL ACTIVITIES WHICH... | 2020 |