Charitable Trust 2 Under the Herbert P
Charitable Trust 2 Under the Herbert P is a private foundation based in San Francisco, California. In 2024, it made 38 grants totaling $142,898, with listed grant purposes indicating support for basic operating expenses at charitable organizations.
Charitable Trust 2 Under the Herbert P at a glance
In short: Charitable Trust 2 Under the Herbert P gave $143K across 38 grants in 2024 (avg $4K), mostly in California. 21% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $142,898
- +9.1% vs 2023
- Grants made (2024)
- 38
- +31.0% vs 2023
- Average grant
- $3,760
- -16.7% vs 2023
- Median grant
- $500
- Total assets
- $4,579,277
- +3.0% vs 2023
- New grantees (estimate)
- 21% first-time grantees (8 of 38, 2024)
- Primary geography
- California (51% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Charitable Trust 2 Under the Herbert P
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 3701 21St Street, San Francisco, CA 94114
Phone: (415) 730-0605
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charitable Trust 2 Under the Herbert P funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Good Fund ($25K). Together the top 10 received $125K.
Grant Size Distribution
191 grants across all recorded years
The most common grant size was under $50K: 188 grants of 191 (98%).
Geographic Focus
Where this funder awards grants
In 2024, grant dollars were distributed among recipients in California (51%), New York (27%), Massachusetts (18%), Washington, DC (2%), and Arkansas (1%).
Grant Distribution by State
Share of 2024 grant dollars across all 38 itemized grants.
States
Cities
Is Charitable Trust 2 Under the Herbert P open to new grantees?
21%
first-time grantees, 2024
In 2024, 8 of 38 grantees (21%) were first-time recipients. First grants averaged $4K; repeat grants $4K. How we count
Medians: $750 first-time, $500 repeat.
- 53% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−15%). Method
- In 2024 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $131K (2023) to $180K (2020). In 2024 it made 38 grants totaling $143K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Good Fund New York, NY | Basic Operating Expenses | $25,000 |
| President and Fellows of Harvard College Cambridge, MA | Basic Operating Expenses | $25,000 |
| Social Good Fund Richmond, CA | Basic Operating Expenses | $25,000 |
| Envision Education Oakland, CA | Basic Operating Expenses | $15,000 |
| ACLU Foundation San Francisco, CA | Basic Operating Expenses | $10,000 |
| Environmental Defense Fund New York, NY | Basic Operating Expenses | $10,000 |
| Planned Parenthood San Francisco, CA | Basic Operating Expenses | $6,000 |
| Camfed San Francisco, CA | Basic Operating Expenses | $3,000 |
| Greater Washington Comm Fon Washington, DC | Basic Operating Expenses | $3,000 |
| Chronicle Season of Sharing San Francisco, CA | Basic Operating Expenses | $2,500 |
Ready to take the next step with Charitable Trust 2 Under the Herbert P?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,579,277 | $464,007 | $337,208 | $142,898 | 38 | $238,985 | $282,893 | $285,506 |
| 2023 | $4,444,150 | $391,946 | $288,164 | $130,927 | 29 | $199,562 | $55,451 | $246,993 |
| 2022 | $4,361,834 | $425,913 | $312,479 | $131,349 | 38 | $264,174 | $137,608 | $236,723 |
| 2021 | $4,297,379 | $898,931 | $287,585 | $169,074 | 55 | $233,711 | $605,057 | $245,546 |
| 2020 | $3,663,365 | $504,363 | $250,503 | $180,149 | 31 | — | $231,760 | $197,581 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants support a range of organizations. For example, Envision Education describes its mission as preparing students—especially those who would be the first in their families to attend college—for success in college and life. Environmental Defense Fund describes its mission as preserving natural systems and finding practical, lasting solutions to environmental problems. Social Good Fund says its primary purpose is to cultivate and establish positive influences.
Grantmaking
In 2024, the foundation made 38 grants totaling $142,898. Grants ranged from $150 to $25,000, with a median of $500. The three largest listed grants were $25,000 each: to GOOD FUND in New York, President and Fellows of Harvard College in Cambridge, Massachusetts, and Social Good Fund in Richmond, California. Other notable grants included $15,000 to Envision Education and $10,000 each to ACLU Foundation and Environmental Defense Fund.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Francine J Miller as Director/Trustee and Bryn McLaughlin and Cade McLaughlin as Grant Coordinators.
Charitable Trust 2 Under the Herbert P's 2024 filing lists 3 officers; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Francine J. Miller
Director & Trustee
On filings since 2020
1 hr/week
$26K (2020) → $24K (2024)
Bryn McLaughlin
Grant Coordinator
On filings since 2022
1 hr/week
$15K (2022) → $30K (2024)
Cade McLaughlin
Grant Coordinator
On filings since 2022
1 hr/week
$15K (2022) → $30K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $30K, to Bryn McLaughlin (Grant Coordinator). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Charitable Trust 2 Under the Herbert P
How much does Charitable Trust 2 Under the Herbert P give each year?
Charitable Trust 2 Under the Herbert P gave $143K across 38 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $131K across 29 grants.
What is Charitable Trust 2 Under the Herbert P's typical grant size?
Charitable Trust 2 Under the Herbert P's median grant in 2024 was $500, and its average grant was $3,760, across 38 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Charitable Trust 2 Under the Herbert P that year got $4K on average.
Where does Charitable Trust 2 Under the Herbert P give grants?
Charitable Trust 2 Under the Herbert P gives mostly in California: 51% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New York (27%) and Massachusetts (18%). The most frequent recipient cities were San Francisco, CA (21 grants), New York, NY (4 grants), Cambridge, MA (2 grants) and Richmond, CA (2 grants).
Does Charitable Trust 2 Under the Herbert P give general operating support?
Yes: 97% of Charitable Trust 2 Under the Herbert P's 2024 grants with a stated purpose (37 of 38) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Charitable Trust 2 Under the Herbert P's largest grantees?
Charitable Trust 2 Under the Herbert P's largest 2024 grantees include Good Fund ($25,000), President and Fellows of Harvard College ($25,000) and Social Good Fund ($25,000), according to its 2024 IRS Form 990-PF. Together they received 52% of its itemized 2024 grant dollars.
How large is Charitable Trust 2 Under the Herbert P?
Charitable Trust 2 Under the Herbert P reported $4.6M in total assets on its 2024 IRS Form 990-PF. It paid out $239K in qualifying distributions that year, against a required minimum of $286K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Charitable Trust 2 Under the Herbert P fund?
No mission statement for the foundation is provided. Its grants support a range of organizations. For example, Envision Education describes its mission as preparing students—especially those who would be the first in their families to attend college—for success in college and life. See mission & focus areas ↑
How do I apply for a grant from Charitable Trust 2 Under the Herbert P?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Charitable Trust 2 Under the Herbert P accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Charitable Trust 2 Under the Herbert P funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/charitable-trust-2-under-the-herbert-p-morg_8e02e83920434842987d4e89218c2e5d
BibTeX
@misc{grantable_816282380_2026,
author = {{Grantable}},
title = {{Charitable Trust 2 Under the Herbert P funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charitable-trust-2-under-the-herbert-p-morg_8e02e83920434842987d4e89218c2e5d},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charitable Trust 2 Under the Herbert P's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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