Funder DirectoryHERBERT FAMILY FOUNDATION
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Private foundation (trust)EIN 562337949Est. 2004-03

HERBERT FAMILY FOUNDATION

CORONA DEL MAR, CA 92625

Total Assets

$6.8M

FY 2024

Annual Giving

$348K

FY 2024

Grants Made

15

FY 2024

Avg Grant

$23K

FY 2024

Grant Range

$5K–$150K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$812K

Total Expenses

$399K

Qualifying Distributions

$354K

Distributable Amount

$308K

Min. Investment Return

$318K

Undistributed Income

$207K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

15 grants

Grant sizes from minimum $5K through median $10K to maximum $150K, 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

5 years

Giving over time from 2018 to 2024. Peak $348K in 2024. Hover bars for details.

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

Top Recipients

58 grants

UNIVERSITY OF CALIFORNIA IRVINE
$711K
10 grants
DISCOVERY EYE FOUNDATION
$228K
4 grants
HOAG HOSPITAL FOUNDATION
$77K
4 grants
SEGERSTROM CENTER FOR THE ARTS
$42K
3 grants
SHERMAN LIBRARY & GARDENS
$37K
5 grants
ORANGE COUNTY COMMUNITY FOUNDATION
$31K
2 grants
RICHARD NIXON FOUNDATION
$30K
3 grants
CITY OF HOPE ORANGE COUNTY
$25K
1 grant

Grant Size Distribution

58 grants

<$10K
38
grants
$10–50K
13
grants
$50–250K
7
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

California
$1.3M
99% of total
Utah
$10K
1% of total

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HERBERT FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo