Hoertkorn Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KENTFIELD, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 32 grants totaling $151K. Net investment income was $54K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
+36.5% YoY
Annual Giving
$151K
+10.2% YoY
Grant Count
32
+33.3% YoY
Avg Grant Size
$5K
-17.4% YoY
Under IRS private-foundation payout rules, Hoertkorn Family Foundation reported a distributable amount of $105K for 2024 — the minimum it must pay out in qualifying distributions.
About Hoertkorn Family Foundation
Based on IRS filings
Hoertkorn Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KENTFIELD, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 32 grants totaling $151K. Net investment income was $54K.
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 | $2,498,350 | $1,829,667 | $1,715,059 |
| Revenue | $389,253 | $15,579 | $38,460 |
| Expenses | $153,794 | $139,335 | $153,120 |
| Qualifying Distributions | $150,700 | $136,800 | $149,000 |
| Net Investment Income | $54,188 | $34,169 | $38,460 |
| Distributable Amount | $105,023 | $95,700 | $91,231 |
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
131 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Success Academy Charter Schools ($30,000), St Johns Episcopal Church ($29,000), Memorial Sloan Kettering Cancer ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADOPT A FAMILY OF MARIN SAN RAFAEL, CA | GIFT | $1,000 |
| ALS NETWORK WOODLAND HILLS, CA | GIFT | $400 |
| ASPIRE PUBLIC SCHOOLS OAKLAND, CA | GIFT | $3,000 |
| BOSTON UNIVERSITY BOSTON, MA | GIFT | $1,750 |
| BRIDGE THE GAP COLLEGE PREP MARIN CITY, CA | GIFT | $5,000 |
| CHURCH OF THE INCARNATION NEW YORK, NY | GIFT | $1,000 |
| CHURCH OF THE INCARNATION NEW YORK, NY | GIFT | $1,000 |
| COLORADO ROCKY MOUNTAIN SCHOOL CARBONDALE, CO | GIFT | $1,000 |
| COLORADO ROCKY MOUNTAIN SCHOOL CARBONDALE, CO | GIFT | $2,000 |
| FAIRFAX-SAN ANSELMO CHILDREN'S CENTER FAIRFAX, CA | GIFT | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KATHLEEN C HOERTKORN | DIRECTOR, PRESIDENT | 2 | — |
| RICHARD C HOERTKORN | DIRECTOR, CFO | 5 | — |
| CAITLIN BEITA | SECRETARY | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Hoertkorn Family Foundation?
Hoertkorn Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KENTFIELD, CA. It holds $2.5M in total assets as of 2024.
How large is Hoertkorn Family Foundation?
As of 2024, Hoertkorn Family Foundation holds $2.5M in total assets with $389K in annual revenue. It awarded 32 grants totaling $151K in 2024.
Where does Hoertkorn Family Foundation operate?
Hoertkorn Family Foundation has awarded grants in California, Colorado, District of Columbia, Massachusetts, Maryland, North Carolina, New York, Oregon, Tennessee, Wisconsin.
What size grants does Hoertkorn Family Foundation award?
In 2024, Hoertkorn Family Foundation awarded 32 grants totaling $151K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Hoertkorn Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hoertkorn Family Foundation reported a distributable amount of $105K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Hoertkorn Family Foundation's EIN?
Hoertkorn Family Foundation's EIN (Employer Identification Number) is 46-3657981. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Hoertkorn 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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