The Hagerty Family Foundation
The Hagerty Family Foundation is a private foundation based in Cambridge, Massachusetts. It supports charitable organizations through grants; its 2024 grants included organizations in the arts, education, and military and family support.
The Hagerty Family Foundation at a glance
In short: The Hagerty Family Foundation gave $1.2M across 28 grants in 2024 (avg $44K), top state Massachusetts. 48% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,238,500
- -8.3% vs 2023
- Grants made (2024)
- 28
- +86.7% vs 2023
- Average grant
- $44,232
- -50.9% vs 2023
- Median grant
- $25,000
- Total assets
- $6,243,800
- +8.6% vs 2023
- New grantees (estimate)
- 48% first-time grantees (11 of 23, 2024; small sample)
- Primary geography
- Massachusetts (34% 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 The Hagerty 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: 153 Brattle Street, Cambridge, MA 02138
Phone: (617) 227-1782
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Hagerty Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Roundabout Theatre Company ($360K). Together the top 10 received $1.1M.
Grant Size Distribution
110 grants across all recorded years
The most common grant size was under $50K: 76 grants of 110 (69%).
Geographic Focus
Where this funder awards grants
In 2024, 34% of grant dollars went to recipients in Massachusetts, 29% to New York, 9% each to Rhode Island and Virginia, and 6% to Indiana.
Grant Distribution by State
Share of 2024 grant dollars across all 28 itemized grants.
States
Cities
Is The Hagerty Family Foundation open to new grantees?
48%
first-time grantees, 2024
In 2024, 11 of 23 grantees (48%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $17K; repeat grants $88K. How we count
Medians: $10K first-time, $50K repeat.
- 43% of 2024 grantees were also funded in 2023. Method
- Giving fell 23% from 2021 to 2024. Method
- In 2024 it paid out 558% 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 $1.2M (2024) to $1.6M (2021). In 2024 it made 28 grants totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Roundabout Theatre Company New York, NY | General | $360,000 |
| Berklee College of Music Boston, MA | General | $200,000 |
| Navy Seal Foundation Inc Virginia Beach, VA | General | $100,000 |
| Buckingham Browne and Nichols Cambridge, MA | General | $60,000 |
| The Folded Flag Foundation Las Vegas, NV | General | $50,000 |
| Dayforce Cares US Minneapolis, MN | General | $50,000 |
| Boys and Girls Clubs of Newport County Newport, RI | General | $50,000 |
| University of Notre Dame Du Lac Notre Dame, IN | General | $50,000 |
| Catholic Schools Foundation Boston, MA | General | $40,000 |
| Fairfield University Fairfield, CT | General | $30,000 |
Ready to take the next step with The Hagerty 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 | $6,243,800 | $1,627,562 | $1,269,948 | $1,238,500 | 28 | $1,246,125 | $597,004 | $223,264 |
| 2023 | $5,750,747 | $2,373,448 | $1,362,495 | $1,350,500 | 15 | $1,353,785 | $1,679,188 | $177,675 |
| 2022 | $4,944,889 | $178,328 | $1,278,750 | $1,262,500 | 27 | $1,263,000 | $1,161,052 | $295,666 |
| 2021 | $8,335,619 | $3,202,234 | $1,662,351 | $1,600,000 | 18 | $1,600,500 | $1,005,264 | $235,563 |
| 2020 | $7,131,758 | $3,977,016 | $1,458,439 | $1,451,084 | 22 | — | $1,769,713 | $179,566 |
Under IRS private-foundation payout rules, The Hagerty Family Foundation reported a distributable amount of $223K 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 for the foundation is provided. Its 2024 grant recipients include arts organizations, educational institutions, and organizations supporting military personnel and families. Roundabout Theatre Company describes its mission as celebrating theatre through classic and new works and education; Berklee College of Music says it promotes the study and practice of music, theatre, dance, and related arts. The Navy SEAL Foundation says it supports warriors, veterans, and families of Naval Special Warfare, while The Folded Flag Foundation says it provides scholarships and educational support grants to spouses and children of U.S. military and government personnel who died in connection with combat operations.
Grantmaking
In 2024, the foundation made 28 grants totaling $1,238,500. Grant amounts ranged from $1,000 to $360,000, with a median of $25,000. The largest awards included $360,000 to Roundabout Theatre Company, $200,000 to Berklee College of Music, $100,000 to the Navy SEAL Foundation, and $60,000 to Buckingham Browne and Nichols. Other notable awards included $50,000 each to The Folded Flag Foundation, Dayforce Cares US, Boys and Girls Clubs of Newport County, and the University of Notre Dame du Lac. The listed grant purposes were general.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Thomas M. Hagerty and Jeanne M. Hagerty as trustees.
The Hagerty Family Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jeanne M. Hagerty
Trustee
On filings since 2020
1 hr/week
No compensation reported
Thomas M. Hagerty
Trustee
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 The Hagerty Family Foundation
How much does The Hagerty Family Foundation give each year?
The Hagerty Family Foundation gave $1.2M across 28 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.4M across 15 grants.
What is The Hagerty Family Foundation's typical grant size?
The Hagerty Family Foundation's median grant in 2024 was $25,000, and its average grant was $44,232, across 28 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Hagerty Family Foundation that year got $17K on average.
Where does The Hagerty Family Foundation give grants?
The Hagerty Family Foundation's top state is Massachusetts, with 34% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were New York (29%) and Rhode Island (9%). The most frequent recipient cities were Boston, MA (8 grants) and Newport, RI (7 grants).
Does The Hagerty Family Foundation give general operating support?
Yes: 100% of The Hagerty Family Foundation's 2024 grants with a stated purpose (28 of 28) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Hagerty Family Foundation's largest grantees?
The Hagerty Family Foundation's largest 2024 grantees include Roundabout Theatre Company ($360,000), Berklee College of Music ($265,000 across 5 grants) and Navy Seal Foundation Inc ($100,000), according to its 2024 IRS Form 990-PF. Together they received 59% of its itemized 2024 grant dollars.
How large is The Hagerty Family Foundation?
The Hagerty Family Foundation reported $6.2M in total assets on its 2024 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $223K (roughly 5% of its investment assets).
What does The Hagerty Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grant recipients include arts organizations, educational institutions, and organizations supporting military personnel and families. See mission & focus areas ↑
How do I apply for a grant from The Hagerty 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 The Hagerty Family Foundation's EIN?
The Hagerty Family Foundation's EIN (Employer Identification Number) is 20-0509132. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Hagerty 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
Live grants for the work The Hagerty Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Hagerty Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Hagerty Family Foundation funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/the-hagerty-family-foundation-morg_aee79ff0f0b443578d483faa61a67001
BibTeX
@misc{grantable_200509132_2026,
author = {{Grantable}},
title = {{The Hagerty Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-hagerty-family-foundation-morg_aee79ff0f0b443578d483faa61a67001},
note = {Accessed 2026-10-22. 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 The Hagerty 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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