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J & J Family Foundation Tr

Annual Giving
$3.0M
Grant Range
$50K - $0.2M

Quick Stats

  • Annual Giving: $2.5-3.5 million
  • Success Rate: Not applicable (invitation-only)
  • Decision Time: At trustee discretion
  • Grant Range: Average $50,000-$200,000 (estimated based on ~25-30 annual grants)
  • Geographic Focus: Florida (Naples area) and California

Contact Details

Address: 3880 Rum Row, Naples, FL 34102-7849
Phone: Not publicly available
Email: Not publicly available
Website: None
Pre-application Contact: Not applicable - does not accept unsolicited applications

Overview

The J & J Family Foundation Tr (EIN: 20-6077711) is a private family foundation established in 2004 by Jeffrey and Judy Henley. With total assets of approximately $27 million as of 2024, the foundation distributes $2.5-3.5 million annually in charitable grants. Jeffrey Henley, Vice Chairman of Oracle Corporation, and his wife Judy serve as the foundation's trustees and direct all grant-making decisions. The foundation operates without accepting public applications, focusing instead on preselected organizations aligned with the Henleys' philanthropic interests. Their strategic approach emphasizes deep, sustained support for a limited number of causes rather than broad distribution, as Jeffrey Henley has stated: "Unless you have massive amounts of money like the Gates Foundation, most people should try to pick a few things and focus on a few big things rather than give 100 people money all the time."

Funding Priorities

Grant Programs

The foundation does not operate formal grant programs but makes discretionary grants averaging 25-30 awards annually. Recent annual distributions include:

  • 2024: $3,505,800 in charitable disbursements
  • 2023: $2,547,500 across 29 awards
  • 2022: 23 awards made
  • 2021: 19 awards made

Priority Areas

  • Higher Education: Particularly University of California, Santa Barbara where the Henleys have made transformational gifts including $50 million for energy efficiency research and engineering programs
  • Youth Development: Boys & Girls Clubs of America (Jeffrey Henley has 35+ years involvement)
  • Energy and Sustainability: Institute for Energy Efficiency at UCSB
  • Regional Causes: Organizations serving Naples, Florida and California communities

What They Don't Fund

  • Unsolicited grant requests
  • Organizations without existing relationships with trustees
  • International causes outside their focus areas

Governance and Leadership

Trustees:

  • Jeffrey O. Henley: Vice Chairman of Oracle Corporation, longtime philanthropist with deep ties to UCSB and Boys & Girls Clubs of America. Serves on the national board of Boys & Girls Clubs.
  • Judy P. Henley: Co-trustee who partners in directing the foundation's philanthropic strategy.

Both trustees serve without compensation. Jeffrey Henley's philanthropic philosophy emphasizes focused giving: "Pick a few things and focus on a few big things rather than give 100 people money all the time."

Application Process & Timeline

How to Apply

This foundation does not have a public application process. According to their IRS Form 990 filings, they "only make contributions to preselected charitable organizations" and "do not accept unsolicited requests for funds." All grants are made at the discretion of the trustees based on existing relationships and strategic priorities.

Getting on Their Radar

Given the relationship-based nature of this foundation's grant-making, organizations may consider:

  • Building connections through the University of California, Santa Barbara network, where Jeffrey Henley serves as a major benefactor
  • Engaging with Boys & Girls Clubs of America, where Jeffrey Henley serves on the national board
  • Connecting through Oracle Corporation's philanthropic and corporate social responsibility initiatives
  • Participating in Naples, Florida philanthropic circles where the Henleys are based

Decision Timeline

Grant decisions are made at trustee discretion without a formal timeline or review process.

Success Rates

Not applicable - the foundation does not accept competitive applications.

Reapplication Policy

Not applicable - organizations must be preselected by trustees for consideration.

Application Success Factors

As this foundation operates on an invitation-only basis, traditional application success factors do not apply. However, organizations aligned with their mission should note:

  • The Henleys favor transformational gifts to institutions where they have deep connections
  • Their $50 million gift to UCSB demonstrates willingness to make major investments in causes they believe in
  • Focus areas of education, youth development, and energy efficiency reflect long-term commitments
  • Geographic proximity to Naples, FL or existing California connections appear beneficial
  • The foundation has shown steady growth in grant-making, from 16 awards in 2020 to 29 in 2023

Key Takeaways for Grant Writers

  • This is a relationship-based funder that does not accept unsolicited applications
  • Annual grant-making of $2.5-3.5 million distributed across 25-30 organizations
  • Strong preference for education (especially UCSB), youth development (Boys & Girls Clubs), and energy efficiency
  • Trustees personally direct all grant decisions based on their philanthropic priorities
  • Foundation assets and giving have grown consistently since 2004 establishment
  • No public website, application portal, or formal grant guidelines exist
  • Building authentic relationships through the Henleys' existing philanthropic networks is essential

References

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