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Herbert Family Foundation is a private corporation based in CORONA DL MAR, CA. The foundation received its IRS ruling in 2004. The principal officer is Gavin S Herbert. It holds total assets of $5.4M. Annual income is reported at $14.4M. Total assets have grown from $1.1M in 2011 to $5M in 2023. The foundation is governed by 5 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in California. According to available records, Herbert Family Foundation has made 37 grants totaling $1M, with a median grant of $10K. Annual giving has grown from $221K in 2020 to $280K in 2023. Grantmaking activity was highest in 2022 with $541K distributed across 20 grants. Individual grants have ranged from $500 to $150K, with an average award of $28K. The foundation has supported 13 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$8K
Average Grant
$28K
Largest Grant
$150K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Herbert Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 37 grants. Its grantmaking reaches organizations primarily in CA.
Herbert Family Foundation has distributed a total of $1M across 37 grants. The median grant size is $10K, with an average of $28K. Individual grants have ranged from $500 to $150K.
Herbert Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Herbert Family Foundation is headquartered in CORONA DL MAR, CA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Pamela Dunzer | DIRECTOR | $0 | $0 | N/A |
| Gavin S Herbert | PRESIDENT / DIRECTOR | $0 | $0 | N/A |
| Cynthia H Mjolsness | DIRECTOR | $0 | $0 | N/A |
| Lauri H Delson | DIRECTOR | $0 | $0 | N/A |
| Gavin S Herbert Jr | DIRECTOR | $0 | $0 | N/A |
Total Giving
$308K
Total Assets
$5M
Fair Market Value
$5.8M
Net Worth
$5M
Grants Paid
$280K
Contributions
N/A
Net Investment Income
$305K
Distribution Amount
$268K
Total: $4.1M
Total Grants
37
Total Giving
$1M
Average Grant
$28K
Median Grant
$10K
Unique Recipients
13
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of California IrvineSUPPORT COVID/BEN MOHAMED VACCINE | Irvine, CA | $100K | 2023 |
| Hoag Hospital FoundationGENERAL PURPOSE | Newport Beach, CA | $25K | 2023 |
| Foundation Of The American Academy Of OpthalmologyGENERAL PURPOSE | San Francisco, CA | $10K | 2023 |
| Richard Nixon FoundationGENERAL PURPOSE | Yorba Linda, CA | $10K | 2023 |
| Sherman Library & GardensGENERAL PURPOSE | Newport Beach, CA | $5K | 2023 |
| Casa Romantica Cultural Center And GardensGENERAL PURPOSE | San Clemente, CA | $5K | 2023 |
| St Francis Episcopal ChurchGENERAL PURPOSE | Pauma Valley, CA | $5K | 2023 |
| St James Episcopal ChurchGENERAL PURPOSE | Newport Beach, CA | $5K | 2023 |
| Charitable Ventures Of Orange CountyGENERAL PURPOSE | Santa Ana, CA | $10K | 2022 |
| Discovery Eye FoundationGENERAL PURPOSE | Los Angeles, CA | $10K | 2022 |
| Orange County Community FoundationGENERAL PURPOSE | Newport Beach, CA | $500 | 2022 |
| St James The Great Episcopal ChurchGENERAL PURPOSE | Newport Beach, CA | $5K | 2020 |
| Segerstrom Center For The ArtsGENERAL PURPOSE | Costa Mesa, CA | $5K | 2020 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA