Charitable Trust 2 Under the Herbert P
Charitable Trust 2 Under the Herbert P is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 38 grants totaling $143K. Net investment income was $283K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.6M
+3.0% YoY
Annual Giving
$143K
+9.1% YoY
Grant Count
38
+31.0% YoY
Avg Grant Size
$4K
-16.7% YoY
Under IRS private-foundation payout rules, Charitable Trust 2 Under the Herbert P reported a distributable amount of $286K for 2024 — the minimum it must pay out in qualifying distributions.
About Charitable Trust 2 Under the Herbert P
Based on IRS filings
Charitable Trust 2 Under the Herbert P is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 38 grants totaling $143K. Net investment income was $283K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,579,277 | $4,444,150 | $4,361,834 |
| Revenue | $464,007 | $391,946 | $425,913 |
| Expenses | $337,208 | $288,164 | $312,479 |
| Qualifying Distributions | $238,985 | $199,562 | $264,174 |
| Net Investment Income | $282,893 | $55,451 | $137,608 |
| Distributable Amount | $285,506 | $246,993 | $236,723 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
186 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Good Fund ($25,000), President and Fellows of Harvard College ($25,000), Social Good Fund ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACLU FOUNDATION SAN FRANCISCO, CA | BASIC OPERATING EXPENSES | $10,000 |
| BRIDGE2RWANDA LITTLE ROCK, AR | BASIC OPERATING EXPENSES | $1,000 |
| CAMFED SAN FRANCISCO, CA | BASIC OPERATING EXPENSES | $3,000 |
| CHRONICLE SEASON OF SHARING SAN FRANCISCO, CA | BASIC OPERATING EXPENSES | $2,500 |
| CITY ARTS & LECTURES SAN FRANCISCO, CA | BASIC OPERATING EXPENSES | $500 |
| CONTEMPORARY JEWISH MUSEUM SAN FRANCISCO, CA | BASIC OPERATING EXPENSES | $450 |
| CORPORATION OF THE FINE ARTS MUSEUM SAN FRANCISCO, CA | BASIC OPERATING EXPENSES | $399 |
| DE YOUNG LEGION OF HONOR SAN FRANCISCO, CA | BASIC OPERATING EXPENSES | $399 |
| DOCTORS WITHOUT BORDERS NEW YORK, NY | BASIC OPERATING EXPENSES | $1,000 |
| DWIGHT HALL AT YALE NEW HAVEN, CT | BASIC OPERATING EXPENSES | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FRANCINE J MILLER | DIRECTOR/TRUSTEE | 1 | $24,218 |
| BRYN MCLAUGHLIN | GRANT COORDINATOR | 1 | $30,000 |
| CADE MCLAUGHLIN | GRANT COORDINATOR | 1 | $30,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charitable Trust 2 Under the Herbert P?
Charitable Trust 2 Under the Herbert P is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. It holds $4.6M in total assets as of 2024.
How large is Charitable Trust 2 Under the Herbert P?
As of 2024, Charitable Trust 2 Under the Herbert P holds $4.6M in total assets with $464K in annual revenue. It awarded 38 grants totaling $143K in 2024.
Where does Charitable Trust 2 Under the Herbert P operate?
Charitable Trust 2 Under the Herbert P has awarded grants in Alabama, Arkansas, California, Connecticut, District of Columbia, Florida, Georgia, Indiana, Massachusetts, Missouri, Nebraska, New York, Texas, Washington.
What size grants does Charitable Trust 2 Under the Herbert P award?
In 2024, Charitable Trust 2 Under the Herbert P awarded 38 grants totaling $143K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Charitable Trust 2 Under the Herbert P required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charitable Trust 2 Under the Herbert P reported a distributable amount of $286K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charitable Trust 2 Under the Herbert P's EIN?
Charitable Trust 2 Under the Herbert P's EIN (Employer Identification Number) is 81-6282380. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charitable Trust 2 Under the Herbert P's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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