Herbert Family Foundation
Herbert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CORONA DEL MAR, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 15 grants totaling $348K. Net investment income was $766K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.4M
+8.2% YoY
Annual Giving
$348K
+24.3% YoY
Grant Count
15
+50.0% YoY
Avg Grant Size
$23K
-17.1% YoY
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.
About Herbert Family Foundation
Based on IRS filings
Herbert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CORONA DEL MAR, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 15 grants totaling $348K. Net investment income was $766K.
Focus Areas
Ready to take the next step with Herbert Family Foundation?
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 | $5,402,992 | $4,993,556 | $4,972,081 |
| Revenue | $811,679 | $326,114 | $-186,773 |
| Expenses | $399,364 | $307,518 | $309,359 |
| Qualifying Distributions | $354,176 | $286,195 | $277,760 |
| Net Investment Income | $766,491 | $304,791 | $104,553 |
| Distributable Amount | $307,758 | $268,329 | $287,236 |
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
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of California Irvine ($150,000), Orange County Community Foundation ($30,000), Hoag Hospital Foundation ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN ACADEMY OF OPHTHALMOLOGY SAN FRANCISCO, CA | HOSKINS CENTER FOR QUALITY EYE CARE | $10,000 |
| CASA ROMANTICA CULTURAL CENTER AND GARDENS SAN CLEMENTE, CA | GENERAL PURPOSE | $5,000 |
| DISCOVERY EYE FOUNDATION LOS ANGELES, CA | GENERAL PURPOSE | $10,000 |
| HOAG HOSPITAL FOUNDATION NEWPORT BEACH, CA | TYPE 1 DIABETES PROGRAM | $25,000 |
| ORANGE COUNTY COMMUNITY FOUNDATION NEWPORT BEACH, CA | BCCC SCHOLARSHIP & POWERING FOR GOOD FUND | $30,000 |
| RICHARD NIXON FOUNDATION YORBA LINDA, CA | GENERAL PURPOSE | $10,000 |
| SEGERSTROM CENTER FOR THE ARTS COSTA MESA, CA | GENERAL PURPOSE | $10,000 |
| SHERMAN LIBRARY & GARDENS NEWPORT BEACH, CA | GENERAL PURPOSE | $25,000 |
| ST FRANCIS EPISCOPAL CHURCH PAUMA VALLEY, CA | GENERAL PURPOSE | $5,000 |
| ST JAMES EPISCOPAL CHURCH NEWPORT BEACH, CA | GENERAL PURPOSE | $12,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GAVIN S HERBERT | PRESIDENT / DIRECTOR | 3 | — |
| CYNTHIA H MJOLSNESS | DIRECTOR | 1 | — |
| LAURI H DELSON | DIRECTOR | 1 | — |
| GAVIN S HERBERT JR | DIRECTOR | 1 | — |
| PAMELA DUNZER | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Herbert Family Foundation?
Herbert Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CORONA DEL MAR, CA. It holds $5.4M in total assets as of 2024.
How large is Herbert Family Foundation?
As of 2024, Herbert Family Foundation holds $5.4M in total assets with $812K in annual revenue. It awarded 15 grants totaling $348K in 2024.
Where does Herbert Family Foundation operate?
Herbert Family Foundation has awarded grants in California.
What size grants does Herbert Family Foundation award?
In 2024, Herbert Family Foundation awarded 15 grants totaling $348K — an average of about $23K per grant, based on its IRS Form 990 filings.
How much is Herbert Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Herbert Family Foundation reported a distributable amount of $308K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Herbert Family Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Gochnauer Family Foundation
CORONA DEL MAR, CA
Assets
$15.2M
Grants
39
Total Given
$313K
Cottage Health
SANTA BARBARA, CA
Assets
$172.1M
Grants
6
Total Given
$179K
International Right of Way Association
GARDENA, CA
Assets
$5.7M
Grants
1
Total Given
$9K
Quince Interfaith Housing Corporation
LEMON GROVE, CA
Assets
—
Grants
0
Total Given
—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
$325K
Grants
1
Total Given
$3K
Covia Foundation
GLENDALE, CA
Assets
$15.2M
Grants
1
Total Given
$4.8M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Herbert Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Herbert Family Foundation to a real strategy.