Joseph A W Clayes III Charitable Tr
Only null% goes to programs Strong reserves Growing revenue
Joseph A W Clayes III Charitable Tr is a 501(c)(3) organization based in La Jolla, California, registered in 2007, with $5,296,561 in FY2023 revenue. CharityIndex grades it C+.
6309 Hartley Dr, La Jolla, CA, 92037 EIN 20-7515945 Since 2007
Revenue (FY2023)
$5.3M
▲ 186.9% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$2.4M
Net assets
$31.4M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Joseph A W Clayes III Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating157 mo reserves · +55% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Joseph A W Clayes III Charitable Tr: 157 mo reserves · +55% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Joseph A W Clayes III Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Joseph A W Clayes III Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 6309 Hartley Dr, La Jolla, CA, 92037
- City
- La Jolla
- State
- California
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $144K (FY2014) to $5.3M (FY2023) across 10 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $31.4M
Operating margin
54.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$31.4M
Total liabilities
$0
Net assets
$31.4M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $5,296,561▲187% | $2,406,581▼25.5% | $31,397,115▲10.1% | $31,397,115▲10.1% | 990PF |
| 2022 | $1,845,898▼47.8% | $3,228,816▲31.8% | $28,507,135▼4.6% | $28,507,135▼4.6% | 990PF |
| 2021 | $3,533,621▲395% | $2,449,940▲2.0% | $29,890,053▲3.8% | $29,890,053▲3.8% | 990PF |
| 2020 | $713,854▼59.4% | $2,401,652▼4.2% | $28,806,372▼5.5% | $28,806,372▼5.5% | 990PF |
| 2019 | $1,758,406▼4.3% | $2,507,924▲7.2% | $30,494,170▼2.4% | $30,494,170▼2.4% | 990PF |
| 2018 | $1,836,459▼3.4% | $2,338,965▲1.8% | $31,243,688▼1.6% | $31,243,848▼1.6% | 990PF |
| 2017 | $1,901,969▼37.8% | $2,297,322▼4.9% | $31,746,194▼1.2% | $31,746,704▼1.2% | 990PF |
| 2016 | $3,057,693▲169% | $2,415,303▼2.6% | $32,141,547▲2.0% | $32,141,547▲2.0% | 990PF |
| 2015 | $1,138,442▲693% | $2,479,556▼6.5% | $31,499,157▼4.1% | $31,499,157▼4.1% | 990PF |
| 2014 | $143,509 | $2,652,499▲7.9% | $32,840,271▼4.3% | $32,840,271▼4.3% | 990PF |
| 2012 | — | $2,457,551 | $34,303,894 | $34,303,894 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Joseph A W Clayes III Charitable Tr a legitimate nonprofit?
- Yes. Joseph A W Clayes III Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 20-7515945, based in La Jolla, California. Donations are tax-deductible.
- What is Joseph A W Clayes III Charitable Tr's EIN?
- Joseph A W Clayes III Charitable Tr's Employer Identification Number (EIN) is 20-7515945.
- How much revenue does Joseph A W Clayes III Charitable Tr report?
- Joseph A W Clayes III Charitable Tr reported $5,296,561 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Joseph A W Clayes III Charitable Tr have?
- CharityIndex grades Joseph A W Clayes III Charitable Tr C+, based on financial health (reserves and operating margin).
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Data for Joseph A W Clayes III Charitable Tr (EIN 20-7515945) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.