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.
Haggerty Family Foundation at a glance
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.
- Annual giving (2025)
- $81,175
- -4.8% vs 2024
- Grants made (2025)
- 23
- +0.0% vs 2024
- Average grant
- $3,529
- -4.8% vs 2024
- Median grant
- $779
- Total assets
- $1,650,601
- +2.2% vs 2024
- New grantees (estimate)
- 35% first-time grantees (8 of 23, 2025; small sample)
- Primary geography
- Minnesota (49% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Haggerty Family Foundation
- 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.
- Contact
Mailing address: 620 Newport Center Dr Ste 1400, Newport Beach, CA 92660-8025
Phone: (435) 658-9477
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Haggerty Family Foundation funds
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%).
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 2025 grant dollars across all 23 itemized grants.
States
Cities
Is Haggerty Family Foundation open to new grantees?
35%
first-time grantees, 2025
In 2025, 8 of 23 grantees (35%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. 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.
Giving History
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.
Grants by year
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 |
Ready to take the next step with Haggerty Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,650,601 | $119,835 | $83,666 | $81,175 | 23 | $81,175 | $119,835 | $77,622 |
| 2024 | $1,614,432 | $71,419 | $87,358 | $85,309 | 23 | $85,309 | $71,419 | $69,154 |
| 2023 | $1,630,371 | $47,194 | $122,478 | $111,954 | 23 | $111,954 | $47,049 | $71,357 |
| 2022 | $1,705,655 | $56,681 | $111,972 | $110,505 | 22 | $110,505 | $55,976 | $40,338 |
| 2021 | $1,760,946 | $154,123 | $90,991 | $85,414 | 26 | $85,833 | $153,704 | $75,183 |
| 2020 | $1,697,814 | $151,647 | $100,777 | $91,054 | 24 | — | $150,829 | $60,638 |
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.
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.
The largest reported grants included $30,000 to Lourdes Foundation in Rochester, Minnesota; $26,000 to St Marys in Park City, Utah; $10,000 to the University of St. Thomas in St. Paul, Minnesota; and $2,700 to Habitat for Humanity in Park City, Utah. Other reported grants included $2,000 to Orange County Rescue Mission in Tustin, California; $1,478 to Community Hope in New York, New York; and $1,000 each to Point Foundation in Los Angeles, California, and several other organizations.
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.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
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
Live grants for the work Haggerty Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Haggerty Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Haggerty Family Foundation funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/haggerty-family-foundation-morg_24f1da96cc7049f1a417868926fe9263
BibTeX
@misc{grantable_330750131_2026,
author = {{Grantable}},
title = {{Haggerty Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/haggerty-family-foundation-morg_24f1da96cc7049f1a417868926fe9263},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Haggerty Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Haggerty Family Foundation down — hundreds of funders to go?