CHARITABLE TRUST No 1 UA HERBERT P
CHARITABLE TRUST No 1 UA HERBERT P is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
$3.1M
-2.4% YoY
Annual Giving
$180K
-1.7% YoY
Grant Count
9
+28.6% YoY
Avg Grant Size
$20K
-23.5% YoY
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.
About CHARITABLE TRUST No 1 UA HERBERT P
Based on IRS filings
CHARITABLE TRUST No 1 UA HERBERT P is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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 | 2021 | 2020 |
|---|---|---|
| Total Assets | $3,064,299 | $3,138,247 |
| Revenue | $217,424 | $89,639 |
| Expenses | $293,002 | $285,310 |
| Qualifying Distributions | $216,211 | — |
| Net Investment Income | $179,124 | $54,436 |
| Distributable Amount | $188,715 | $169,085 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2021
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest include Access Institute ($35,878), San Francisco Free Clinic ($35,000), Headlands Center for the Arts ($33,333).
| Recipient | Purpose | Amount |
|---|---|---|
| ENVISION EDUCATION OAKLAND, CA | Unrestricted - General Purpose | $30,000 |
| HEADLANDS CENTER FOR THE ARTS SAUSALITO, CA | Unrestricted - General Purpose | $33,333 |
| PANUMBRA FOUNDATION NEW YORK, NY | Unrestricted - General Purpose | $1,000 |
| PROJECT CREATE New York, NY | Unrestricted - General Purpose | $10,000 |
| WORLD MONUMENTS FUND NEW YORK, NY | Unrestricted - General Purpose | $5,000 |
| ACCESS INSTITUTE San Francisco, CA | Unrestricted - General Purpose | $35,878 |
| ACLU San Francisco, CA | Unrestricted - General Purpose | $25,000 |
| SAN FRANCISCO FREE CLINIC SAN FRANCISCO, CA | uUNRESTRICED -GENERAL PURPOSE | $35,000 |
| Immersive Arts Alliance BERKELEY, CA | UNRESTRICTED - GENERAL PURPOSE | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN MCLAUGHLIN | President | 15 | $72,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is CHARITABLE TRUST No 1 UA HERBERT P?
CHARITABLE TRUST No 1 UA HERBERT P is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. It holds $3.1M in total assets as of 2021.
How large is CHARITABLE TRUST No 1 UA HERBERT P?
As of 2021, CHARITABLE TRUST No 1 UA HERBERT P holds $3.1M in total assets with $217K in annual revenue. It awarded 9 grants totaling $180K in 2021.
Where does CHARITABLE TRUST No 1 UA HERBERT P operate?
CHARITABLE TRUST No 1 UA HERBERT P has awarded grants in California, New York.
What size grants does CHARITABLE TRUST No 1 UA HERBERT P award?
In 2021, CHARITABLE TRUST No 1 UA HERBERT P awarded 9 grants totaling $180K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is CHARITABLE TRUST No 1 UA HERBERT P required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, CHARITABLE TRUST No 1 UA HERBERT P reported a distributable amount of $189K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.