Funder DirectoryCHARITABLE TRUST 2 UNDER THE HERBERT P
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Private foundation (trust)EIN 816282380Est. 2018-12

CHARITABLE TRUST 2 UNDER THE HERBERT P

SAN FRANCISCO, CA 94114

Total Assets

$5.6M

FY 2023

Annual Giving

$131K

FY 2023

Grants Made

29

FY 2023

Avg Grant

$5K

FY 2023

Grant Range

$150–$50K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$392K

Total Expenses

$288K

Qualifying Distributions

$200K

Distributable Amount

$247K

Min. Investment Return

$248K

Undistributed Income

$200K

Payout rate 81%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.81%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

29 grants

Grant sizes from minimum $150 through median $500 to maximum $50K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $180K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

98 grants

ENVISION EDUCATION
$105K
3 grants
HARVARD UNIVERSITY
$81K
1 grant
SOCIAL GOOD FUND
$50K
1 grant
PARTNERS IN HEALTH
$31K
3 grants
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
$25K
1 grant
PRESIDENT AND FELLOWS
$25K
1 grant
SOUTHERN POVERTY LAW CENTER
$21K
3 grants
PLANNED PARENTHOOD
$14K
3 grants

Grant Size Distribution

98 grants

<$10K
90
grants
$10–50K
7
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

California
$235K
54% of total
Massachusetts
$165K
38% of total
Alabama
$24K
5% of total
New York
$9K
2% of total
Connecticut
$2K
0% of total
Missouri
$1K
0% of total
District of Columbia
$1K
0% of total
Nebraska
$500
0% of total
Washington
$500
0% of total

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