Haggerty Family Foundation
Haggerty Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 23 grants totaling $85K. Net investment income was $71K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
-1.0% YoY
Annual Giving
$85K
-23.8% YoY
Grant Count
23
+0.0% YoY
Avg Grant Size
$4K
-23.8% YoY
Under IRS private-foundation payout rules, Haggerty Family Foundation reported a distributable amount of $69K for 2024 — the minimum it must pay out in qualifying distributions.
About Haggerty Family Foundation
Based on IRS filings
Haggerty Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 23 grants totaling $85K. Net investment income was $71K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,614,432 | $1,630,371 | $1,705,655 |
| Revenue | $71,419 | $47,194 | $56,681 |
| Expenses | $87,358 | $122,478 | $111,972 |
| Qualifying Distributions | $85,309 | $111,954 | $110,505 |
| Net Investment Income | $71,419 | $47,049 | $55,976 |
| Distributable Amount | $69,154 | $71,357 | $40,338 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
118 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lourdes Foundation ($30,000), Egyptian Theater ($20,000), University of St Thomas ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Playing for Life Breaast Cancer Park City, UT | TO PROVIDE SUPPORT | $100 |
| UTAH SHERRIF ASSOC SANTA CLARA, UT | TO PROVIDE SUPPORT | $100 |
| MOUNTAIN TRAILS PARK CITY, UT | TO PROVIDE SUPPORT | $100 |
| CHRISTIAN CENTER PARK CITY, UT | TO PROVIDE SUPPORT | $500 |
| FRIENDS OF LIBRARY PARK CITY, UT | TO PROVIDE SUPPORT | $250 |
| EGYPTIAN THEATER PARK CITY, UT | TO PROVIDE SUPPORT | $20,000 |
| HABITAT FOR HUMANITY PARK CITY, UT | TO PROVIDE SUPPORT | $2,800 |
| NATIONAL MS SOCIETY WASHINGTON, DC | TO PROVIDE SUPPORT | $730 |
| PACE ACADEMY FOUNDATION ATLANTA, GA | TO PROVIDE SPPORT | $1,000 |
| SanFrancisco Aids San Francisco, CA | TO PROVIDE SUPPORT | $624 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Benjamin Kozub | Director | 0.25 | — |
| THOMAS BETHEL | DIRECTOR | 0.25 | — |
| CHARLES HAGGERTY | PRESIDENT | 0.5 | — |
| CARLEEN HAGGERTY | TREASURER | 2 | — |
| KEVIN HAGGERTY | V. PRESIDENT | 0.25 | — |
| TERRI JANKI | SECRETARY | 0.25 | — |
| CHRISTIAN DUBIA | DIRECTOR | 0.25 | — |
| THEADORE VERDON | DIRECTOR | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Haggerty Family Foundation?
Haggerty Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. It holds $1.6M in total assets as of 2024.
How large is Haggerty Family Foundation?
As of 2024, Haggerty Family Foundation holds $1.6M in total assets with $71K in annual revenue. It awarded 23 grants totaling $85K in 2024.
Where does Haggerty Family Foundation operate?
Haggerty Family Foundation has awarded grants in California, Connecticut, District of Columbia, Georgia, Iowa, Illinois, Massachusetts, Minnesota, New York, Texas, Utah, Wisconsin.
What size grants does Haggerty Family Foundation award?
In 2024, Haggerty Family Foundation awarded 23 grants totaling $85K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Haggerty Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Haggerty Family Foundation reported a distributable amount of $69K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Haggerty Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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