Hoertkorn Family Foundation
The Hoertkorn Family Foundation is a private foundation based in Kentfield, California. Its 2025 filing describes charitable activities as issuing grants to nonprofits promoting general education advancement, and supporting nonprofits’ medical and religious programs.
Hoertkorn Family Foundation at a glance
In short: Hoertkorn Family Foundation gave $214K across 28 grants in 2025 (avg $8K), mostly in California. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $214,000
- +42.0% vs 2024
- Grants made (2025)
- 28
- -12.5% vs 2024
- Average grant
- $7,643
- +62.3% vs 2024
- Median grant
- $5,000
- Total assets
- $2,683,178
- +7.4% vs 2024
- New grantees (estimate)
- 19% first-time grantees (5 of 27, 2025)
- Primary geography
- California (53% 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 Hoertkorn Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1112 Sir Francis Drake Blvd, Kentfield, CA 94904
Phone: (415) 482-8899
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Hoertkorn Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was St Johns Episcopal Church ($38K across 2 grants). Together the top 10 received $163K.
Grant Size Distribution
134 grants across all recorded years
The most common grant size was under $50K: 134 grants of 134 (100%).
Geographic Focus
Where this funder awards grants
In 2025, grant dollars went to recipients in California (53%), New York (23%), Maryland (12%), Colorado (5%), and Texas (5%).
Grant Distribution by State
Share of 2025 grant dollars across all 28 itemized grants.
States
Cities
Is Hoertkorn Family Foundation open to new grantees?
19%
first-time grantees, 2025
In 2025, 5 of 27 grantees (19%) were first-time recipients. First grants averaged $6K; repeat grants $8K. How we count
Medians: $5K first-time, $5K repeat.
- 81% of 2025 grantees were also funded in 2024. Method
- Giving grew 44% from 2022 to 2025. Method
- In 2025 it paid out 183% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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 2019 to 2025, annual grant giving ranged from $76K (2019) to $214K (2025). In 2025 it made 28 grants totaling $214K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Johns Episcopal Church Ross, CA | GIFT | $35,000 |
| Success Academy Charter Schools New York, NY | GIFT | $35,000 |
| Memorial Sloan Kettering Cancer Hagerstown, MD | GIFT | $25,000 |
| MD Anderson Cancer Center Houston, TX | GIFT | $10,000 |
| The Anal Cancer Foundation New York, NY | GIFT | $10,000 |
| The Branson School Novato, CA | GIFT | $10,000 |
| The V Foundation Napa, CA | GIFT | $10,000 |
| Town School San Francisco, CA | GIFT | $10,000 |
| UCSF Foundation San Francisco, CA | GIFT | $10,000 |
| Aspire Public Schools Oakland, CA | GIFT | $5,000 |
Ready to take the next step with Hoertkorn 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 | $2,683,178 | $165,870 | $218,998 | $214,000 | 28 | $217,558 | $164,430 | $118,911 |
| 2024 | $2,498,350 | $389,253 | $153,794 | $150,700 | 32 | $150,700 | $54,188 | $105,023 |
| 2023 | $1,829,667 | $15,579 | $139,335 | $136,800 | 24 | $136,800 | $34,169 | $95,700 |
| 2022 | $1,715,059 | $38,460 | $153,120 | $149,000 | 26 | $149,000 | $38,460 | $91,231 |
| 2021 | $1,981,507 | $209,738 | $134,840 | $129,800 | 24 | $129,800 | $109,738 | $82,758 |
| 2020 | $1,489,922 | $159,068 | $117,113 | $115,300 | 25 | — | $134,068 | $60,833 |
| 2019 | $1,355,171 | $32,939 | $78,215 | $76,225 | 23 | — | $41,503 | $59,553 |
Under IRS private-foundation payout rules, Hoertkorn Family Foundation reported a distributable amount of $119K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s filing describes its charitable activities as supporting general education advancement, medical programs, and religious programs through grants to other nonprofits. Its 2025 grantees include education organizations with varied missions. For example, Success Academy Charter Schools says it works to build public schools and expand educational opportunity; Bridge the Gap College Prep says it provides educational, social, and emotional resources to underserved students in Marin City and Southern Marin; and Colorado Rocky Mountain School describes itself as a college-preparatory boarding and day school.
Grantmaking
In filing year 2025, the foundation reported 28 grants totaling $214,000. Grant amounts ranged from $500 to $35,000, with a median of $5,000. Among the largest were $35,000 each to St Johns Episcopal Church in Ross, California, and Success Academy Charter Schools in New York, New York; $25,000 to Memorial Sloan Kettering Cancer in Hagerstown, Maryland; and $10,000 each to MD Anderson Cancer Center, The Anal Cancer Foundation, The Branson School, The V Foundation, Town School, and UCSF Foundation.
Other 2025 grants included $5,000 to Aspire Public Schools, Bridge the Gap College Prep, and Colorado Rocky Mountain School. Aspire Public Schools says it works to operate charter schools in low-income neighborhoods and improve outcomes for underserved students. The Branson School describes its mission as providing a supportive, academically exceptional education to students in grades 9–12.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Kathleen C. Hoertkorn as director and president, Richard C. Hoertkorn as director and CFO, and Caitlin Beita as secretary.
Hoertkorn Family Foundation is led by Kathleen C. Hoertkorn, Director & President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kathleen C. Hoertkorn
Director & President
On filings since 2019
2 hrs/week
No compensation reported
Richard C. Hoertkorn
Director & CFO
On filings since 2019
5 hrs/week
No compensation reported
Caitlin Beita
Secretary
On filings since 2019
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Hoertkorn Family Foundation
How much does Hoertkorn Family Foundation give each year?
Hoertkorn Family Foundation gave $214K across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $151K across 32 grants.
What is Hoertkorn Family Foundation's typical grant size?
Hoertkorn Family Foundation's median grant in 2025 was $5,000, and its average grant was $7,643, across 28 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Hoertkorn Family Foundation that year got $6K on average.
Where does Hoertkorn Family Foundation give grants?
Hoertkorn Family Foundation gives mostly in California: 53% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (23%) and Maryland (12%). The most frequent recipient cities were San Francisco, CA (6 grants), New York, NY (4 grants), Ross, CA (3 grants) and San Rafael, CA (3 grants).
Does Hoertkorn Family Foundation give general operating support?
Not in 2025: none of the 28 grants with a stated purpose on Hoertkorn Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Gift" (28 grants).
Who are Hoertkorn Family Foundation's largest grantees?
Hoertkorn Family Foundation's largest 2025 grantees include St Johns Episcopal Church ($37,500 across 2 grants), Success Academy Charter Schools ($35,000) and Memorial Sloan Kettering Cancer ($25,000), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.
How large is Hoertkorn Family Foundation?
Hoertkorn Family Foundation reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $218K in qualifying distributions that year, against a required minimum of $119K (roughly 5% of its investment assets).
What does Hoertkorn Family Foundation fund?
The foundation’s filing describes its charitable activities as supporting general education advancement, medical programs, and religious programs through grants to other nonprofits. Its 2025 grantees include education organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Hoertkorn Family Foundation?
The foundation 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 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 2019–2025.
Does Hoertkorn 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 October 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 13, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 27, 2026)
- IRS filings on file for fiscal years 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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Cite this profile
Grantable. (2026). Hoertkorn Family Foundation funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/hoertkorn-family-foundation-morg_9d580259bcc8468e83b088eed9485bbd
BibTeX
@misc{grantable_463657981_2026,
author = {{Grantable}},
title = {{Hoertkorn Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/hoertkorn-family-foundation-morg_9d580259bcc8468e83b088eed9485bbd},
note = {Accessed 2026-10-05. 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 Hoertkorn 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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