Herbert Family Foundation
The Herbert Family Foundation is a private foundation based in Corona del Mar, California. Its 2024 filing lists grants to charitable organizations in California, including organizations involved in health care, eye health, arts and culture, and community support.
Herbert Family Foundation at a glance
In short: Herbert Family Foundation gave $348K across 15 grants in 2024 (avg $23K), mostly in California. 23% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $348,000
- +24.3% vs 2023
- Grants made (2024)
- 15
- +50.0% vs 2023
- Average grant
- $23,200
- -17.1% vs 2023
- Median grant
- $10,000
- Total assets
- $5,402,992
- +8.2% vs 2023
- New grantees (estimate)
- 23% first-time grantees (3 of 13, 2024; small sample)
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Herbert Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 2301 San Joaquin Hills Road, Corona Del Mar, CA 92625
Phone: (949) 640-5500
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Herbert Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was University of California Irvine ($176K across 3 grants). Together the top 10 received $333K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 41 grants of 50 (82%).
Geographic Focus
Where this funder awards grants
All 2024 grant dollars went to recipients in California.
Grant Distribution by State
Share of 2024 grant dollars across all 15 itemized grants.
States
Cities
Is Herbert Family Foundation open to new grantees?
23%
first-time grantees, 2024
In 2024, 3 of 13 grantees (23%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $13K; repeat grants $31K. How we count
Medians: $10K first-time, $11K repeat.
- 54% of 2024 grantees were also funded in 2023. Method
- Giving grew 54% from 2021 to 2024. Method
- In 2024 it paid out 115% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2024, annual grant giving ranged from $221K (2020) to $348K (2024). In 2024 it made 15 grants totaling $348K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of California Irvine Irvine, CA | Support Covid/Ben Mohamed Vaccine | $150,000 |
| Orange County Community Foundation Newport Beach, CA | BCCC Scholarship & Powering for Good Fund | $30,000 |
| Hoag Hospital Foundation Newport Beach, CA | Type 1 Diabetes Program | $25,000 |
| Sherman Library & Gardens Newport Beach, CA | General Purpose | $25,000 |
| City of Hope Orange County Newport Beach, CA | General Purpose | $25,000 |
| University of California Irvine Irvine, CA | Support Children's Eye Mobile | $20,000 |
| St James Episcopal Church Newport Beach, CA | General Purpose | $12,000 |
| American Academy of Ophthalmology San Francisco, CA | Hoskins Center for Quality Eye Care | $10,000 |
| Discovery Eye Foundation Los Angeles, CA | General Purpose | $10,000 |
| Richard Nixon Foundation Yorba Linda, CA | General Purpose | $10,000 |
Ready to take the next step with Herbert 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $5,402,992 | $811,679 | $399,364 | $348,000 | 15 | $354,176 | $766,491 | $307,758 |
| 2023 | $4,993,556 | $326,114 | $307,518 | $280,000 | 10 | $286,195 | $304,791 | $268,329 |
| 2022 | $4,972,081 | $-186,773 | $309,359 | $270,500 | 10 | $277,760 | $104,553 | $287,236 |
| 2021 | $5,478,244 | $1,238,862 | $283,946 | $226,000 | 8 | $232,170 | $1,187,086 | $277,632 |
| 2020 | $4,513,297 | $-62,104 | $270,209 | $220,750 | 7 | — | $38,118 | $251,169 |
Under IRS private-foundation payout rules, Herbert Family Foundation reported a distributable amount of $308K for 2024 — 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 is provided. The 2024 grants show support for a range of organizations. Hoag Hospital Foundation describes its purpose as raising funds for Hoag Memorial Hospital Presbyterian. Discovery Eye Foundation says it supports research, education, and advocacy concerning sight-threatening eye disease and treatments. The American Academy of Ophthalmology says its mission includes protecting sight, supporting research, and advancing ophthalmology. The Flying Leatherneck Historical Foundation describes its work as operating the Marine Corps Aviation Museum.
Grantmaking
In 2024, the foundation made 15 grants totaling $348,000. Grants ranged from $5,000 to $150,000, with a median grant of $10,000. The largest grant was $150,000 to the University of California, Irvine, for “Support COVID/Ben Mohamed Vaccine.” Other grants included $30,000 to the Orange County Community Foundation for the BCCC Scholarship & Powering for Good Fund; $25,000 each to Hoag Hospital Foundation for its Type 1 Diabetes Program, Sherman Library & Gardens for general purposes, and City of Hope Orange County for general purposes; and $20,000 to the University of California, Irvine, for the Children’s Eye Mobile.
The Orange County Community Foundation describes its mission as transforming the community’s heartfelt intention into greater impact for good. The foundation also gave $10,000 to Discovery Eye Foundation, $10,000 to the American Academy of Ophthalmology, and $5,000 to the Flying Leatherneck Historical Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Gavin S Herbert as president and director; Cynthia H Mjolsness, Lauri H Delson, Gavin S Herbert Jr, and Pamela Dunzer as directors.
Herbert Family Foundation is led by Gavin S. Herbert, President & Director on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Gavin S. Herbert
President & Director
On filings since 2020
3 hrs/week
No compensation reported
Cynthia H. Mjolsness
Director
On filings since 2020
1 hr/week
No compensation reported
Gavin S. Herbert Jr.
Director
On filings since 2020
1 hr/week
No compensation reported
Lauri H. Delson
Director
On filings since 2020
1 hr/week
No compensation reported
Pamela Dunzer
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Herbert Family Foundation
How much does Herbert Family Foundation give each year?
Herbert Family Foundation gave $348K across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $280K across 10 grants.
What is Herbert Family Foundation's typical grant size?
Herbert Family Foundation's median grant in 2024 was $10,000, and its average grant was $23,200, across 15 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Herbert Family Foundation that year got $13K on average.
Where does Herbert Family Foundation give grants?
Herbert Family Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Newport Beach, CA (5 grants) and Irvine, CA (3 grants).
Does Herbert Family Foundation give general operating support?
Yes: 60% of Herbert Family Foundation's 2024 grants with a stated purpose (9 of 15) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Herbert Family Foundation's largest grantees?
Herbert Family Foundation's largest 2024 grantees include University of California Irvine ($176,000 across 3 grants), Orange County Community Foundation ($30,000) and Hoag Hospital Foundation ($25,000), according to its 2024 IRS Form 990-PF. Together they received 66% of its itemized 2024 grant dollars.
How large is Herbert Family Foundation?
Herbert Family Foundation reported $5.4M in total assets on its 2024 IRS Form 990-PF. It paid out $354K in qualifying distributions that year, against a required minimum of $308K (roughly 5% of its investment assets).
What does Herbert Family Foundation fund?
No mission statement is provided. The 2024 grants show support for a range of organizations. Hoag Hospital Foundation describes its purpose as raising funds for Hoag Memorial Hospital Presbyterian. See mission & focus areas ↑
How do I apply for a grant from Herbert Family Foundation?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Herbert Family Foundation's EIN?
Herbert Family Foundation's EIN (Employer Identification Number) is 56-2337949. IRS Form 990 filing data is available on this page for 2020–2024.
Does Herbert 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Herbert Family Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/herbert-family-foundation-morg_de7e27dcfcfd4b50b8cd1e5d3e7d15e8
BibTeX
@misc{grantable_562337949_2026,
author = {{Grantable}},
title = {{Herbert Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/herbert-family-foundation-morg_de7e27dcfcfd4b50b8cd1e5d3e7d15e8},
note = {Accessed 2026-10-12. 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 Herbert 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.
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