The Fred and Peggy Hartley Family Foundation

PALOS VERDES PENINSULA, CA EIN: 81-3858630

The Fred and Peggy Hartley Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALOS VERDES PENINSULA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 16 grants totaling $527K. Net investment income was $254K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.3M

-8.0% YoY

Annual Giving

$527K

+20.1% YoY

Grant Count

16

-5.9% YoY

Avg Grant Size

$33K

+27.6% YoY

Under IRS private-foundation payout rules, The Fred and Peggy Hartley Family Foundation reported a distributable amount of $486K for 2024 — the minimum it must pay out in qualifying distributions.

About The Fred and Peggy Hartley Family Foundation

Based on IRS filings

The Fred and Peggy Hartley Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALOS VERDES PENINSULA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 16 grants totaling $527K. Net investment income was $254K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

ChatsworthCollege StaDallasKahuluiLong BeachLos AngelesMission ViejoPalos Verdes EstatesPalos Verdes PeninsulaPasadenaSan DiegoSan PedroSylmarTorranceVan NuysWoodland Hills

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$147K$294K$442K$589K20202021202220232024
Metric202420232022
Total Assets$5,260,726$5,718,594$5,753,831
Revenue$234,771$366,641$229,332
Expenses$535,420$448,047$394,838
Qualifying Distributions$526,760$438,600$386,600
Net Investment Income$254,304$366,641$229,332
Distributable Amount$485,631$485,271$445,314

Giving Over Time

Total grant dollars and number of grants per year

$0$132K$263K$395K$527K4 grants202017 grants202116 grants202217 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CALIFORNIA SCIENCE CENTER$115KCALIFORNIA INSTITURE OF …$80KLUSKIN ORTHOPAEDIC INSTI…$50KUSO BOB HOPE$50KDREAM CENTER$30KLOS ANGELES MISSION$30KABILITY FIRST CAMP PAIVI…$27KBEACON HOUSE$25KPROVIDENCE TRINITY CARE …$25KREIGNITE HOPE$25K

Grant Size Distribution

70 grants across all recorded years

59<$50K6$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include California Science Center ($115,000), California Institure of Technology ($80,000), Luskin Orthopaedic Institute ($50,000).

RecipientPurposeAmount
BEACON HOUSE San Pedro, CAGRANT FOR OPERATIONS AND/OR CAPITAL IMPROVEMENT PROJECTS$25,000
CALIFORNIA SCIENCE CENTER Los Angeles, CATO CONTINUE THE IMPACT THAT FRED HARTLEY 'S LEGACY HAS HAD ON THE SCIENCE CENTER$115,000
CALIFORNIA INSTITURE OF TECHNOLOGY PASADENA, CATO SUPPORT PROF THEO AGAPIE'S WORK DEVELOPING NEW RECHARGEABLE BATTERY TECHNOLOGY USING MAGNESIUM$80,000
DREAM CENTER Los Angeles, CATO SUPPORT THE ADOPT-A-BED PROJECT$30,000
LOS ANGELES MISSION Los Angeles, CAGRANT TO SUPPORT THE ANNE DOUGLAS CENTER AND THE GATHER BS ADC PROJECTS$30,000
OPERATION GRATITUDE Chatsworth, CATO ASSIST WITH THE COST OF PACKING AND SHIPING CARE PACKAGES TO DEPLOYED TROOPS$15,000
LUSKIN ORTHOPAEDIC INSTITUTE LOS ANGELES, CATO SUPPORT GOAL TO BE DEBT FREE BY 2026$50,000
PLANT WITH PURPOSE San Diego, CATO SUPPORT PURPOSE OF ORGANIZATION TO IMPROVE LIVES OF RURAL POOR$10,000
PROVIDENCE TRINITY CARE FOUNDATION Torrance, CAGRANT FOR THE THOUSAND CRANES ENDOWED CHAIR$25,000
REIGNITE HOPE San Pedro, CATO SUPPORT THE PROGRAM TO TRAIN AT-RISK VETERANS IN WELDING SKILLS$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARGARET A GRUENCHAIRMAN
DANIEL F GRUENCFO
MITCHELL H GRUENSECRETARY

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Fred and Peggy Hartley Family Foundation?

The Fred and Peggy Hartley Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALOS VERDES PENINSULA, CA. It holds $5.3M in total assets as of 2024.

How large is The Fred and Peggy Hartley Family Foundation?

As of 2024, The Fred and Peggy Hartley Family Foundation holds $5.3M in total assets with $235K in annual revenue. It awarded 16 grants totaling $527K in 2024.

Where does The Fred and Peggy Hartley Family Foundation operate?

The Fred and Peggy Hartley Family Foundation has awarded grants in California, Hawaii, Texas.

What size grants does The Fred and Peggy Hartley Family Foundation award?

In 2024, The Fred and Peggy Hartley Family Foundation awarded 16 grants totaling $527K — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is The Fred and Peggy Hartley Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Fred and Peggy Hartley Family Foundation reported a distributable amount of $486K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Fred and Peggy Hartley Family Foundation's EIN?

The Fred and Peggy Hartley Family Foundation's EIN (Employer Identification Number) is 81-3858630. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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