Haggerty Family Foundation
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.
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.
Ready to take the next step with Haggerty Family Foundation?
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
Share of all 23 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2025 recipient was Lourdes Foundation ($30K). Together the top 10 received $76K.
Grant Size Distribution
117 grants across all recorded years
The most common grant size was under $50K: 117 grants of 117 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lourdes Foundation Rochester, MN | To Provide Support | $30,000 |
| St Marys Park City, UT | To provide Support | $26,000 |
| University of St Thomas St. Paul, MN | To Provide Support | $10,000 |
| Habitat for Humanity Park City, UT | To Provide Support | $2,700 |
| Orange County Rescue Mission Tustin, CA | To provide support | $2,000 |
| Community Hope New York, NY | To provide support | $1,478 |
| Christian Center Park City, UT | To Provide Support | $1,300 |
| Pace Academy Foundation Atlanta, GA | To Provide Spport | $1,000 |
| Five Keys Oakland, CA | To Provide Support | $1,000 |
| Point Foundation Los Angeles, CA | To 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 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 4, 2026)
- 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.
Here's the math on researching Haggerty Family Foundation by hand.
Explore Open Grants
Browse active grant opportunities in Haggerty Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The McGuire Family Foundation
Park City, UT
The McGuire Family Foundation supports 501(c)(3) organizations working in areas including children’s advocacy, community development, social services, recreation, disability services, and violence prevention, with most 2025 grant dollars going to Utah. In 2025, it made 20 grants ranging from $500 to $60,000, with a median of $5,000. It does not accept unsolicited requests and awards grants only to organizations trustees have preselected.
Assets
$5.5M
Grants
20
Total Given
$260K
The Scott W and Betsy D Thornton Family
Park City, UT
The Scott W and Betsy D Thornton Family funded preselected charitable organizations, with all 2022 grants going to recipients in Colorado. Its 21 grants that year totaled about $4.7 million, with a median grant of about $233,000; it does not accept unsolicited requests, and its 2022 filing was marked as its final return.
Assets
$4.6M
Grants
21
Total Given
$4.7M
Promontory Foundation
Park City, UT
The foundation funds nonprofit programs in arts and culture, education, and social services, primarily serving Park City and Summit County, Utah. Its 2024 grants ranged from $2,500 to $50,000, with a median of $10,000. It accepts written applications; the stated annual deadline is July 5.
Assets
$475K
Grants
30
Total Given
$437K
Senkfor Family Foundation
Park City, UT
The Senkfor Family Foundation supports a varied range of charitable organizations, with recent grants for disability services, violence prevention, community programs, food assistance, education, and other causes. In 2024, grants ranged from $100 to $10,000, with a median of $1,150; funding went mainly to organizations in Ohio and Utah, with additional grants in several other states. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.2M
Grants
34
Total Given
$78K
Ssir Cares Inc
Park City, UT
SSIR CARES INC funds Utah community organizations in areas such as education, health, basic needs, accessibility, safety, recreation, and the arts; grants must be spent in Utah and directly benefit Utah residents. Its 2025 grants ranged from $1,500 to $7,300, with a median of $3,500. It accepts requests beyond preselected organizations from qualified nonprofits; contact Sharon Garfield and apply at least 45 days before the grant distribution deadline.
Assets
$15K
Grants
73
Total Given
$238K
F Cubed Foundation
Frisco, CO
The Frisco-based F Cubed Foundation supports organizations working in areas including conservation, music, childcare, youth development, and survivor services, with recent grants concentrated in California, Utah, and Colorado. Its 2025 grants ranged from $25 to $25,747, with a median of $2,000. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$2.1M
Grants
52
Total Given
$216K
Semnani Family Foundation
Salt Lake City, UT
The Semnani Family Foundation funds health, education, disaster relief, sanitation, water access, and other efforts supporting vulnerable communities, with a particular commitment to Utah and work in the U.S. and internationally. In 2024, its 64 grants ranged from $500 to nearly $4 million, with a median grant of $5,250. It does not provide application instructions, so whether it accepts unsolicited requests is not stated.
Assets
$132.2M
Grants
64
Total Given
$5.6M
Christian V and Lisa D Young
Scottsdale, AZ
The foundation supports organizations working in conservation, wildlife protection, humanitarian response, and community services, with 2024 grants ranging from $500 to $60,543 and a median of $11,000. It is based in Scottsdale, Arizona, and its 2024 grants went mostly to organizations in Washington, D.C., California, Virginia, Arizona, and Utah. It does not accept unsolicited requests and gives only to preselected charitable organizations.
Assets
$7.3M
Grants
37
Total Given
$590K
McKesson Foundation Inc
Dallas, TX
McKesson Foundation supports healthcare access across the U.S. and Canada, focusing on cancer, healthcare workforce training, and emergency response, especially for vulnerable communities; local priorities include Atlanta, Columbus, Dallas-Fort Worth, Houston, Memphis, Montreal, Richmond, and Toronto. Its 2025 grants ranged from $10,000 to $2.47 million, with a median of $100,000. Its filing says it does not accept unsolicited requests, while its current website describes online applications: up to $25,000 year-round and larger requests from February 1 through April 30.
Assets
$1.6M
Grants
76
Total Given
$16.6M
Sad Foundation Inc
Park City, UT
Assets
$2.6M
Grants
145
Total Given
$130K
Synchrony Foundation
Stamford, CT
In 2024, Synchrony Foundation supported charitable organizations across workforce development, education, financial assistance, and giving, with grants ranging from $150 to $2.6 million and a median of $10,000. Its largest shares of grant funding went to Connecticut, New York, and South Carolina, followed by the District of Columbia and New Jersey; it does not accept unsolicited requests and funds preselected organizations only.
Assets
$72.3M
Grants
394
Total Given
$20.5M
Edwards Lifesciences Foundation
Irvine, CA
Edwards Lifesciences Foundation funds charitable organizations improving access to care for underserved people with structural heart disease, as well as local health, education, economic opportunity, and basic-needs programs. Its 2024 grants ranged from $500 to $1,523,928, with a median of $7,500; it supports communities where Edwards employees live and work, with the largest share of recent funding going to California. It accepts requests through an annual online application cycle, usually opening in late spring.
Assets
—
Grants
224
Total Given
$9.0M
More Funders in California
Haggerty Family Foundation down — hundreds of funders to go?