Joerger Family Charitable Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Joerger Family Charitable Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 20-2046432
Foundation Overview
Based in Rancho Mission Viejo, CA, Joerger Family Charitable Foundation has awarded 41 grants totaling $724,933 to organizations in California, Virginia and 6 other states across the US. Individual grants range from $5,000 to $50,000, with a median award of $13,500.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
3 of 9 recipients (33%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
63% of grants are awarded in California, with additional funding distributed across 7 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in Santa Ana (23%), San Clemente (15%), Dana Point (15%).
Funding Trajectory
Declining funding trend with 14% decrease over 2 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (85%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Joerger Family Charitable Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Boys & Girls Club | $5,000 | San Clemente, CA, US | General Purpose Funds | 2018 |
| Catholic Charities | $5,933 | Alexandria, VA, US | General Purpose Funds | 2018 |
| Catholic Relief Services | $20,000 | Baltimore, MD, US | Middle East Funds | 2018 |
| Flight 33 Inc | $32,000 | Tempe, AZ, US | General Purpose Funds | 2018 |
| Orangewood Foundation | $50,000 | Santa Ana, CA, US | General Purpose Funds | 2018 |
| St Vincent De Paul | $18,000 | Dana Point, CA, US | General Purpose Funds | 2018 |
| Mary's Path | $10,000 | Santa Ana, CA, US | General Purpose Funds | 2018 |
| Mary's Guest House | $50,000 | Chula Vista, CA, US | General Purpose Funds | 2018 |
| Second Harvest Food Bank | $18,000 | Irvine, CA, US | General Purpose Funds | 2018 |
| Boys & Girls Club | $5,000 | San Clemente, CA, US | General Purpose Funds | 2017 |
| Catholic Charities | $45,000 | Alexandria, VA, US | General Purpose Funds | 2017 |
| Catholic Relief Services | $38,000 | Baltimore, MD, US | Middle East Funds | 2017 |
| Flight 33 Inc | $32,000 | Tempe, AZ, US | General Purpose Funds | 2017 |
| Happy Star Melodies | $5,000 | Encinitas, CA, US | Instruments For Sick Kids | 2017 |
| Mary's Guest House | $20,000 | Chula Vista, CA, US | General Purpose Funds | 2017 |
| Mary's Shelter | $10,000 | Santa Ana, CA, US | General Purpose Funds | 2017 |
| Orangewood Children's Foundation | $35,000 | Santa Ana, CA, US | General Purpose Funds | 2017 |
| Second Harvest Food Bank Of Oc | $18,000 | Irvine, CA, US | General Purpose Funds | 2017 |
| Shepard's Gate | $10,000 | Livermore, CA, US | General Purpose Funds | 2017 |
| Sisters Of Life | $10,000 | Suffern, NY, US | General Purpose Funds | 2017 |
| St Vincent De Paul | $13,500 | Dana Point, CA, US | Christian Service/st. Vincent De Paul Society | 2017 |
| St Edward Catholic Church | $6,500 | Dana Point, CA, US | Haiti Food Drive | 2017 |
| San Juan Island Resource Center | $5,000 | Friday Harbor, WA, US | General Purpose Fund | 2017 |
| Servants Of Mary | $10,000 | Chicago, IL, US | School In Haiti | 2017 |
| The Shea Center | $10,000 | San Juan Capistrano, CA, US | General Purpose Funds | 2017 |
| Catholic Relief Services | $30,000 | Baltimore, MD, US | Middle East Funds | 2016 |
| School Sisters Of Notre Dame | $5,000 | Berwyn, IL, US | General Purpose Funds | 2016 |
| Mary's Shelter | $15,000 | Santa Ana, CA, US | General Purpose Funds | 2016 |
| Flight 33 Inc | $37,000 | Tempe, AZ, US | General Purpose Funds | 2016 |
| St Edward Catholic Church | $23,000 | Dana Point, CA, US | Christian Service/st. Vincent De Paul Society | 2016 |
| Catholic Charities | $10,000 | Alexandria, VA, US | General Purpose Funds | 2016 |
| Second Harvest Food Bank Of Oc | $18,000 | Irvine, CA, US | General Purpose Funds | 2016 |
| Boys Girls Club | $5,000 | San Clemente, CA, US | General Purpose Funds | 2016 |
| Mary's Guest House | $25,000 | Chula Vista, CA, US | General Purpose Funds | 2016 |
| Orangewood Children's Foundation | $25,000 | Santa Ana, CA, US | General Purpose Funds | 2016 |
| Sisters Of Life | $15,000 | Suffern, NY, US | General Purpose Funds | 2016 |
| Family Assistance Ministries | $10,000 | San Clemente, CA, US | General Purpose Funds | 2016 |
| Emiliani Project | $5,000 | Sacramento, CA, US | Columbian Orphans | 2016 |
| Obria Medical Clinics | $5,000 | Aliso Viejo, CA, US | General Purpose Funds | 2016 |
| Happy Star Melodies | $5,000 | Encinitas, CA, US | Instruments For Sick Kids | 2016 |
| Youth Rally Committee | $10,000 | St Charles, MO, US | Camperships For Sick Kids | 2016 |
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Contact Information
Official contact details for Joerger Family Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 20-2046432 |
| Website | N/A |
| Address | 37 GARCILLA DRIVE Rancho Mission Viejo, CA 92694 |
Key People (3)
Board members, trustees, and key staff who oversee Joerger Family Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Pres, Direct | Jean Griffin |
|---|---|
| Sec., Direct | Janet Moore |
| Tres., Direc | Michael Joerger |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Joerger Family Charitable Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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