Francis H Clougherty Charitable Trust

PASADENA, CA EIN: 95-6818523

The Francis H Clougherty Charitable Trust is a private foundation established in 1985 and located in California (with references to both Manhattan Beach and Newport Beach addresses in available records). The foundation operates as a 501(c)(3) organization with tax-exempt status since October 1985.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.9M

+2.5% YoY

Annual Giving

$585K

-1.3% YoY

Grant Count

19

+18.8% YoY

Avg Grant Size

$31K

-16.9% YoY

Under IRS private-foundation payout rules, Francis H Clougherty Charitable Trust reported a distributable amount of $592K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation primarily supports charitable and educational causes. Recent grantmaking demonstrates a particular focus on education, with significant support directed toward secondary schools and educational institutions.

Grantmaking

The foundation made 20 grants in the most recent reporting year. Recent grants include:

Average Grant

amounts available to those conducting detailed research.

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Geographic Focus

Where this funder awards grants

The foundation funds organizations across multiple states, with documented grants to institutions in California and Tennessee, including the Blind-Visually Impaired Early Services of Tennessee.

Grant Distribution by State

5states

Cities

AlhambraAustinBrentwoodCosta MesaFriscoLos AngelesLos GatosNewport BeachPasadenaSan AntonioSan FranciscoSan MarinoSan PedroSanta ClaraShawneeSherman OaksSierra MadreTampaVernon

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total Assets: $9,880,965
  • Total Revenues: $950,255
  • Total Expenses: $712,880

As of 2023:

  • Total Assets: $9,642,678
  • Total Revenues: $345,000
  • Total Expenses: $731,000
  • Total Liabilities: $0

The foundation has no employees and operates with zero liabilities.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$7M20202021202220232024
Metric202420232022
Total Assets$9,880,965$9,642,678$10,203,484
Revenue$950,255$345,166$265,814
Expenses$712,880$731,337$624,718
Qualifying Distributions$593,600$609,308$550,200
Net Investment Income$830,975$239,474$762,399
Distributable Amount$591,603$539,914$562,472

Giving Over Time

Total grant dollars and number of grants per year

$0$148K$296K$444K$593K13 grants202022 grants202120 grants202216 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BLIND-VISUALLY IMPAIRED …$137KMAYFIELD JUNIOR SCHOOL$90KMAYFIELD SENIOR SCHOOL$85KLOYOLA HIGH SCHOOL$80KUSC KECK FETAL THERAPY$25KHEART OF LOS ANGELES$23KFRIENDS IN DEED$23KCARMELITE SISTERS$20KST ANDREW CATHOLIC CHURCH$20KNOTRE DAME ACADEMY$15K

Grant Size Distribution

90 grants across all recorded years

76<$50K3$50–100K11$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Blind-visually Impaired Early Svcs ($137,000), Mayfield Junior School ($90,000), Mayfield Senior School ($85,000).

RecipientPurposeAmount
LOYOLA MARYMOUNT UNIVERSITY LOS ANGELES, CASUPPORT EDUCATION$10,000
BLIND-VISUALLY IMPAIRED EARLY SVCS BRENTWOOD, TNSUPPORT CHARITY$137,000
ST JOACHIM CATHOLIC SCHOOL COSTA MESA, CASUPPORT CHARITY$5,000
CARMELITE SISTERS ALHAMBRA, CASUPPORT CHARITY$20,000
MAYFIELD SENIOR SCHOOL PASADENA, CASUPPORT EDUCATION$85,000
MAYFIELD JUNIOR SCHOOL PASADENA, CASUPPORT EDUCATION$90,000
LOYOLA HIGH SCHOOL LOS ANGELES, CASUPPORT EDUCATION$80,000
DOLORES MISSION SCHOOL LOS ANGELES, CASUPPORT EDUCATION$10,000
SAINTS FELICITAS PERPETUA CHURCH SAN MARINO, CASUPPORT CHARITY$5,000
CHURCH OF THE DEAF VERNON, CASUPPORT CHARITY$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOSEPH D CLOUGHERTYTrustee3
BERNARD J CLOUGHERTYTrustee3
ANTHONY P CLOUGHERTYFoundation Mgr.3
KATHLEEN C REGANFoundation Mgr.3

Frequently Asked Questions

What does Francis H Clougherty Charitable Trust fund?

The foundation primarily supports charitable and educational causes. Recent grantmaking demonstrates a particular focus on education, with significant support directed toward secondary schools and educational institutions.

How do I apply for a grant from Francis H Clougherty Charitable Trust?

The foundation made 20 grants in the most recent reporting year. Recent grants include: • Mayfield Junior School of the Holy Child Jesus: $90,000 (Support Education) • Mayfield Senior School of the Holy Child Jesus: $85,000 (Support Education) • Loyola High School of Los Angeles: $80,000 (Support Education) Total giving in 2023 was $592,500, with average grant amounts available to those conducting detailed research.

Where does Francis H Clougherty Charitable Trust make grants?

The foundation funds organizations across multiple states, with documented grants to institutions in California and Tennessee, including the Blind-Visually Impaired Early Services of Tennessee.

What size grants does Francis H Clougherty Charitable Trust award?

In 2024, Francis H Clougherty Charitable Trust awarded 19 grants totaling $585K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is Francis H Clougherty Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Francis H Clougherty Charitable Trust reported a distributable amount of $592K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Francis H Clougherty Charitable Trust's EIN?

Francis H Clougherty Charitable Trust's EIN (Employer Identification Number) is 95-6818523. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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