Haggerty Family Foundation

Private foundation · Grantmaker Newport Beach, CA EIN: 33-0750131

The Haggerty Family Foundation is a private foundation based in Newport Beach, California. In its 2025 filing, it reported 23 grants totaling $81,175 to charitable organizations in several states.

Key facts about Haggerty Family Foundation

In short: Haggerty Family Foundation gave $81K across 23 grants in 2025 (avg $4K), top state Minnesota. 35% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
33-0750131
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$81,175
Grants made (2025)
23
Average grant
$3,529
Median grant
$779
New grantees (estimate)
35% first-time grantees (8 of 23, 2025)
Total assets
$1,650,601
Primary geography
Minnesota (49% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.7M

+2.2% YoY

Annual Giving

$81K

-4.8% YoY

Grant Count

23

+0.0% YoY

Avg Grant Size

$4K

-4.8% YoY

Under IRS private-foundation payout rules, Haggerty Family Foundation reported a distributable amount of $78K for 2025 — the minimum it must pay out in qualifying distributions.

Is Haggerty Family Foundation open to new grantees?

35%

first-time grantees, 2025

In 2025, 8 of 23 grantees (35%) were first-time recipients. First grants averaged $4K; repeat grants $3K. How we count

Medians: $250 first-time, $1K repeat.

  • 61% of 2025 grantees were also funded in 2024. Method
  • Giving fell 27% from 2022 to 2025. Method
  • In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants include support for organizations with varied missions. For example, Lourdes Foundation describes its mission as uniting alumni, parents, and friends in support of Rochester Catholic schools. The University of St. Thomas says it educates students to be morally responsible leaders who advance the common good. Orange County Rescue Mission describes providing assistance including guidance, education, job training, shelter, and food to people in its community. Point Foundation supports the educational aspirations of LGBTQ+ and ally students, and Peace House works to end interpersonal violence and abuse through survivor support, safe housing, and prevention education.

Grantmaking

In 2025, the foundation reported 23 grants totaling $81,175. Grants ranged from $100 to $30,000, with a median grant of $779.

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Geographic Focus

Where this funder awards grants

The 2025 grant dollars went primarily to recipients in Minnesota (49%) and Utah (38%). Smaller shares went to recipients in California (6%), Georgia (2%), and New York (2%).

Grant Distribution by State

14states

Share of all 23 itemized 2025 grant dollars.

Cities

Park CitySalt Lake CityRochesterSanta ClaraSt. PaulAtlantaNeedhamSan FranciscoWashingtonIrvineWatertownDes MoinesLos AngelesMolinesChicagoOaklandChesterlandDallas TXLaguna NiguelLake Geneva

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K24 grants202026 grants202122 grants202223 grants202323 grants202423 grants2025

From 2020 to 2025, annual grant giving ranged from $81K (2025) to $112K (2023). In 2025 it made 23 grants totaling $81K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Lourdes Foundation: $30KLourdes Foundation$30KSt Marys: $26KSt Marys$26KUniversity of St Thomas: $10KUniversity of St Thomas$10KHabitat for Humanity: $3KHabitat for Humanity$3KOrange County Rescue Mission: $2KOrange County Rescue Mission$2KCommunity Hope: $1KCommunity Hope$1KChristian Center: $1KChristian Center$1KPace Academy Foundation: $1KPace Academy Foundation$1KFive Keys: $1KFive Keys$1KPoint Foundation: $1KPoint Foundation$1K

The largest 2025 recipient was Lourdes Foundation ($30K). Together the top 10 received $76K.

Grant Size Distribution

117 grants across all recorded years

117<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 117 grants of 117 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Lourdes Foundation Rochester, MNTo Provide Support$30,000
St Marys Park City, UTTo provide Support$26,000
University of St Thomas St. Paul, MNTo Provide Support$10,000
Habitat for Humanity Park City, UTTo Provide Support$2,700
Orange County Rescue Mission Tustin, CATo provide support$2,000
Community Hope New York, NYTo provide support$1,478
Christian Center Park City, UTTo Provide Support$1,300
Pace Academy Foundation Atlanta, GATo Provide Spport$1,000
Five Keys Oakland, CATo Provide Support$1,000
Point Foundation Los Angeles, CATo Provide Support$1,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $1,650,601 $119,835 $83,666 $81,175
2024 $1,614,432 $71,419 $87,358 $85,309
2023 $1,630,371 $47,194 $122,478 $111,954
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K202020212022202320242025
Metric202520242023
Total Assets$1,650,601$1,614,432$1,630,371
Revenue$119,835$71,419$47,194
Expenses$83,666$87,358$122,478
Qualifying Distributions$81,175$85,309$111,954
Net Investment Income$119,835$71,419$47,049
Distributable Amount$77,622$69,154$71,357

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 28, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 25, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 11, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 7, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 4, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Benjamin Kozub, Thomas Bethel, Charles Haggerty, and Theadore Verdon as directors; Carleen Haggerty as treasurer; Kevin Haggerty as vice president; and Terri Janki as president.

Haggerty Family Foundation is led by Kevin Haggerty, V. President since 2024 (on filings since 2020); none of the 7 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Kevin Haggerty

    V. President

    Vice President → V> President, 2022

    V> President → V. President, 2024

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Terri L Janki

    President

    Secretary → President, 2025

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Charles A. Haggerty

    Director

    President → Director, 2025

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Theadore Verdon

    Director

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Benjamin Kozub

    Director

    On filings since 2024

    0.3 hrs/week

    No compensation reported

  • Thomas Bethel

    Director

    On filings since 2024

    0.3 hrs/week

    No compensation reported

  • Carleen R Haggerty

    Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

Former officers (1)
  • Former: Christian Dubia (2020–2024) — Director

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 620 Newport Center Dr Ste 1400, Newport Beach, CA 92660-8025
Phone: (435) 658-9477

Frequently asked questions about Haggerty Family Foundation

How much does Haggerty Family Foundation give each year?

Haggerty Family Foundation gave $81K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $85K across 23 grants.

What is Haggerty Family Foundation's typical grant size?

Haggerty Family Foundation's median grant in 2025 was $779, and its average grant was $3,529, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Haggerty Family Foundation that year got $4K on average.

Where does Haggerty Family Foundation give grants?

Haggerty Family Foundation's top state is Minnesota, with 49% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Utah (38%) and California (6%). The most frequent recipient cities were Park City, UT (6 grants), Atlanta, GA (2 grants) and Los Angeles, CA (2 grants).

Does Haggerty Family Foundation give general operating support?

Not in 2025: none of the 23 grants with a stated purpose on Haggerty Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Provide Support" (22 grants).

Who are Haggerty Family Foundation's largest grantees?

Haggerty Family Foundation's largest 2025 grantees include Lourdes Foundation ($30,000), St Marys ($26,000) and University of St Thomas ($10,000), according to its 2025 IRS Form 990-PF. Together they received 81% of its itemized 2025 grant dollars.

How large is Haggerty Family Foundation?

Haggerty Family Foundation reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $81K in qualifying distributions that year, against a required minimum of $78K (roughly 5% of its investment assets).

What does Haggerty Family Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants include support for organizations with varied missions. For example, Lourdes Foundation describes its mission as uniting alumni, parents, and friends in support of Rochester Catholic schools. The University of St. See mission & focus areas ↑

How do I apply for a grant from Haggerty Family Foundation?

The foundation states that it 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 Haggerty Family Foundation's EIN?

Haggerty Family Foundation's EIN (Employer Identification Number) is 33-0750131. IRS Form 990 filing data is available on this page for 2020–2025.

Does Haggerty Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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