CHARITABLE TRUST No 1 UA HERBERT P
CHARITABLE TRUST No 1 UA HERBERT P is a private foundation, based in San Francisco, CA. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $3.1M in total assets. In 2021, it awarded 9 grants totaling $180K. Net investment income was $179K.
CHARITABLE TRUST No 1 UA HERBERT P at a glance
In short: CHARITABLE TRUST No 1 UA HERBERT P gave $180K across 9 grants in 2021 (avg $20K), mostly in California. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $180,211
- -1.7% vs 2020
- Grants made (2021)
- 9
- +28.6% vs 2020
- Average grant
- $20,023
- -23.5% vs 2020
- Median grant
- $25,000
- Total assets
- $3,064,299
- -2.4% vs 2020
- Primary geography
- California (91% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
Who CHARITABLE TRUST No 1 UA HERBERT P funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2021
The largest 2021 recipient was Access Institute ($36K). Together the top 9 received $180K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 14 grants of 16 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 9 itemized grants.
States
Cities
How CHARITABLE TRUST No 1 UA HERBERT P gives
- In 2021 it paid out 115% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $180K (2021) to $183K (2020). In 2021 it made 9 grants totaling $180K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Access Institute San Francisco, CA | Unrestricted - General Purpose | $35,878 |
| San Francisco Free Clinic San Francisco, CA | uUNRESTRICED -GENERAL PURPOSE | $35,000 |
| Headlands Center for the Arts Sausalito, CA | Unrestricted - General Purpose | $33,333 |
| Envision Education Oakland, CA | Unrestricted - General Purpose | $30,000 |
| ACLU San Francisco, CA | Unrestricted - General Purpose | $25,000 |
| Project Create New York, NY | Unrestricted - General Purpose | $10,000 |
| World Monuments Fund New York, NY | Unrestricted - General Purpose | $5,000 |
| Immersive Arts Alliance Berkeley, CA | Unrestricted - General Purpose | $5,000 |
| Panumbra Foundation New York, NY | Unrestricted - General Purpose | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2021 | $3,064,299 | $217,424 | $293,002 | $180,211 | 9 | $216,211 | $179,124 | $188,715 |
| 2020 | $3,138,247 | $89,639 | $285,310 | $183,333 | 7 | — | $54,436 | $169,085 |
Under IRS private-foundation payout rules, CHARITABLE TRUST No 1 UA HERBERT P reported a distributable amount of $189K for 2021 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
CHARITABLE TRUST No 1 UA HERBERT P is led by Susan McLaughlin, President on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2021 filing
Susan McLaughlin
President
On filings since 2020
15 hrs/week
$66K (2020) → $72K (2021)
Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
The highest reported compensation on the 2021 filing was $72K, to Susan McLaughlin (President).
Frequently asked questions about CHARITABLE TRUST No 1 UA HERBERT P
How much does CHARITABLE TRUST No 1 UA HERBERT P give each year?
CHARITABLE TRUST No 1 UA HERBERT P gave $180K across 9 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $183K across 7 grants.
What is CHARITABLE TRUST No 1 UA HERBERT P's typical grant size?
CHARITABLE TRUST No 1 UA HERBERT P's median grant in 2021 was $25,000, and its average grant was $20,023, across 9 grants on its 2021 IRS Form 990-PF.
Where does CHARITABLE TRUST No 1 UA HERBERT P give grants?
CHARITABLE TRUST No 1 UA HERBERT P gives mostly in California: 91% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The next largest state was New York (9%). The most frequent recipient cities were San Francisco, CA (3 grants) and New York, NY (3 grants).
Does CHARITABLE TRUST No 1 UA HERBERT P give general operating support?
Yes: 100% of CHARITABLE TRUST No 1 UA HERBERT P's 2021 grants with a stated purpose (9 of 9) were for general or operating support, per its 2021 IRS Form 990-PF.
Who are CHARITABLE TRUST No 1 UA HERBERT P's largest grantees?
CHARITABLE TRUST No 1 UA HERBERT P's largest 2021 grantees include Access Institute ($35,878), San Francisco Free Clinic ($35,000) and Headlands Center for the Arts ($33,333), according to its 2021 IRS Form 990-PF. Together they received 58% of its itemized 2021 grant dollars.
How large is CHARITABLE TRUST No 1 UA HERBERT P?
CHARITABLE TRUST No 1 UA HERBERT P reported $3.1M in total assets on its 2021 IRS Form 990-PF. It paid out $216K in qualifying distributions that year, against a required minimum of $189K (roughly 5% of its investment assets).
What is CHARITABLE TRUST No 1 UA HERBERT P's EIN?
CHARITABLE TRUST No 1 UA HERBERT P's EIN (Employer Identification Number) is 81-6273218. IRS Form 990 filing data is available on this page for 2020–2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
Live grants for the work CHARITABLE TRUST No 1 UA HERBERT P funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in CHARITABLE TRUST No 1 UA HERBERT P's focus areas in our free grants database
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